MyPlanIQ Major Brokerage Investor Fidelity Core Mutual Funds

Fidelity Core Mutual Funds

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FSRNX Fidelity Spartan Real Estate Idx Instl
Emerging Market
DIVERSIFIED EMERGING MKTS FPADX Fidelity Spartan EMkts Idx Advtg Instl
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY FZILX Fidelity ZERO International Index Fund
US EQUITY
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
LARGE BLEND FZROX Fidelity ZERO Total Market Index Fund
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FSRNX Fidelity Spartan Real Estate Idx Instl
Emerging Market
DIVERSIFIED EMERGING MKTS FPADX Fidelity Spartan EMkts Idx Advtg Instl
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY FZILX Fidelity ZERO International Index Fund
US EQUITY
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
LARGE BLEND FZROX Fidelity ZERO Total Market Index Fund
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate-Term Bond PBDAX PIMCO Investment Grade Corp Bd A
Intermediate-Term Bond PDBAX Prudential Total Return Bond A
Multisector Bond LSBRX Loomis Sayles Bond Retail
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
Multisector Bond PONAX PIMCO Income A
Total Available Funds: 14
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
REAL ESTATE FSRNX Fidelity Spartan Real Estate Idx Instl 15% 3 60 0 0.07% 1.38%
Emerging Market
DIVERSIFIED EMERGING MKTS FPADX Fidelity Spartan EMkts Idx Advtg Instl 39% 3 60 0 0.08% 0%
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY FZILX Fidelity ZERO International Index Fund 0% 3 60 0 0% 0%
US EQUITY
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl 4% 3 60 0 0.02% 1.04%
LARGE BLEND FZROX Fidelity ZERO Total Market Index Fund 0% 3 60 0 0% 0%
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M 88% 3 60 0 0.52% 4.08%
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 3 60 0 0.5% 3.24%
Intermediate-Term Bond TGMNX TCW Total Return Bond N 66% 3 60 0 0.7% 5.84%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.84%
Intermediate-Term Bond PBDAX PIMCO Investment Grade Corp Bd A 58% 3 60 0 0.61% 3.76%
Intermediate-Term Bond PDBAX Prudential Total Return Bond A 58% 3 60 0 1.01% 5.57%
Multisector Bond LSBRX Loomis Sayles Bond Retail 55% 3 60 0 1.15% 5.79%
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N 32% 3 60 0 0.73% 4.01%
Multisector Bond PONAX PIMCO Income A 11% 3 60 0 0.51% 6.83%
Average Expense Ratio: 0.48%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.2% 7.9% 0.0% 3.0% 4.3% 7.6%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.6% 9.0% 0.5% 5.1% 5.5% 8.8%

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Other Related Portfolios YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*
Fidelity Core Mutual Funds Tactical Asset Allocation Most Aggressive -0.6% 13.4% 1.8% 7.9% 4.0%
Description
The plan consists of 14 funds. It covers 5 major asset classes and 6 minor asset classes. The major asset classes it covers are Fixed Income, Emerging Market Equity, REITs, US Equity and Foreign Equity.

Select one or two core index funds for each asset class. 

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