Paul Merriman
Sound Investing For Every Stage of Life 

Paul’s Mutual Fund Recommendations For Fidelity

Fund

 SymbolAggressiveModerateConservative
Fidelity 500 Index Premium                          FUSVX11%6%4%
Fidelity Large Cap Value Index PremiumFLCHX11%7%5%
Fidelity Small Cap Index Premium           FSSVX11%7%4%
iShares Small Cap 600 Value (ETF)       IJS12%7%5%
Fidelity Real Estate Index PremiumFSRVX5%3%2%
Fidelity International Index PremiumFSIVX9%6%3%
iShares International Select Dividend (ETF)IDV18%10%7%
*iShares MSCI EAFE Small Cap (ETF)       SCZ9%5%4%
Fidelity Emerging Markets Index PremiumFPMAX9%6%4%
iShares International Real Estate  (ETF)         IFGL5%3%2%
Fidelity Intermediate Term Treasury Bond PremiumFIBAX0%20%30%
Fidelity Short Term Treasury Bond PremiumFSBAX0%12%18%
Fidelity Inflation-Protected Bond Premium        FSIYX0%8%12%