Hi all, this is my first time posting. I have been looking to reshuffling and/or paying more attention to my Fidelity 401k’s holdings. I have some base level stock market knowledge and a Finance degree, but have been lazily dumping all contributions into Target Fund 2055 (up ~16% 1Y). I was wondering if people could give me feedback, criticism, or advice on not only the mix, but contributions and perspective. Please see mix and context below.
Age: 25
Salary: $135,000 (~$15,000 annual bonus)
Yearly contributions: Max + 5% match ($7500)
Current Value: ~$35K
Symbol
Name
Current %
Summarized Type
NAV $
Expense Ratio
10 Yr Avg Returns
Annual Dividend
Beta
Sharpe Ratio
FBGRX
Fidelity Blue Chip Growth Fund
20%
Large Growth
$ 245.40
0.63%
16.00%
$ 27.02
1.16
1.15
FCNTX
Fidelity Contrafund
20%
Large Cap
$ 23.77
0.02%
13.63%
$ 2.08
0.98
1.44
BRXAX
MFS Blended Research International Equity Fund Class A
10%
Large Cap
$ 16.28
0.92%
13.43%
$ 0.61
1.02
0.81
FSCOX
Fidelity International Small Cap Opportunities Fund
5%
Small Cap
$ 23.67
0.96%
7.97%
$ 1.25
1.03
0.59
FDEGX
Fidelity Growth Strategies Fund
8%
Mid Cap
$ 76.35
0.76%
11.87%
$ 5.24
1.03
0.85
FEDDX
Fidelity Emerging Markets Discovery Fund
6%
Emerging Markets
$ 18.09
0.97%
6.89%
$ 0.61
1
0.55
FBALX
Fidelity Balanced Fund
6%
Stable Value
$ 31.39
0.47%
9.90%
$ 6.76
0.77
0.76
FPURX
Fidelity Puritan Fund
5%
Stable Value
$ 26.00
0.48%
9.73%
$ 11.28
0.76
0.76
FDSCX
Fidelity Stock Selector Small Cap Fund
4%
Small Cap
$ 38.39
0.89%
9.33%
$ 1.01
0.92
0.42
FSUTX
Fidelity Select Utilities Portfolio
4%
Utilities
$ 130.08
0.66%
11.45%
$ 24.56
0.62
0.49
OAKMX
Oakmark Fund Investor Class
4%
Large Value
$ 164.92
0.89%
12.41%
$ 1.70
1.03
0.83
FSELX
Fidelity Select Semiconductors Portfolio
4%
Semiconductor ETF
$ 36.81
0.62%
27.21%
$ 5.46
1.74
1.11
FBMPX
Fidelity Select Communication Services Portfolio
4%
Communications ETF
$ 129.26
0.67%
17.91%
$ 10.44
1.07
1.24
