MyPlanIQ 401k Investor Toolhouse 401K Fidelity

Toolhouse 401K Fidelity

Investment Menu Rating:

Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets K
Others
EQUITY BKMPX BKMPX
EQUITY CCALX CCALX
EQUITY CSXRX CSXRX
INTERNATIONAL EQUITY
WORLD STOCK RWIGX American Funds Capital World G/I R6
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl
US EQUITY
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
MID-CAP BLEND FSMDX Fidelity Spartan Mid Cap Idx Advtg Instl
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
Total Available Funds: 34
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets K
Others
EQUITY BKMPX BKMPX
EQUITY CCALX CCALX
EQUITY CSXRX CSXRX
EQUITY FAPCX FAPCX
EQUITY FFEDX FFEDX
EQUITY FFEGX FFEGX
EQUITY FFEZX FFEZX
EQUITY FFGFX FFGFX
EQUITY FFGZX FFGZX
EQUITY FFIZX FFIZX
EQUITY FFLDX FFLDX
EQUITY FFOLX FFOLX
EQUITY FFOPX FFOPX
EQUITY FFWTX FFWTX
EQUITY FITLX FITLX
EQUITY FIWFX FIWFX
EQUITY FIWTX FIWTX
EQUITY FRCSX FRCSX
EQUITY FSPGX FSPGX
Health FSPHX Fidelity Select Health Care
Technology FSPTX Fidelity Select Technology
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt
INTERNATIONAL EQUITY
WORLD STOCK RWIGX American Funds Capital World G/I R6
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl
US EQUITY
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
MID-CAP BLEND FSMDX Fidelity Spartan Mid Cap Idx Advtg Instl
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
LARGE VALUE OIEJX JPMorgan Equity Income R6
SMALL BLEND FSSNX Fidelity Spartan Sm Cp Idx Advtg Instl
Large Growth TBCIX T. Rowe Price Blue Chip Growth I
REAL ESTATE
US Real Estate VGSLX Vanguard REIT Index Adm
FIXED INCOME
Intermediate-Term Bond FXNAX Fidelity Spartan US Bond Idx Advtg Instl
Intermediate-Term Bond PTRQX Prudential Total Return Bond Q
Total Available Funds: 34
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets K 74% 1 60 0 0.9% 0.08%
Others
EQUITY BKMPX BKMPX 94% 1 60 0 0.61% 5.93%
EQUITY CCALX CCALX 92% 1 60 0 0.9% 4.95%
EQUITY CSXRX CSXRX 88% 1 60 0 1.24% 6.03%
EQUITY FAPCX FAPCX 84% 1 60 0 0.65% 9.01%
EQUITY FFEDX FFEDX 83% 1 60 0 0.06% 4.9%
EQUITY FFEGX FFEGX 83% 1 60 0 0.06% 3.56%
EQUITY FFEZX FFEZX 83% 1 60 0 0.12% 3.07%
EQUITY FFGFX FFGFX 83% 1 60 0 0.12% 3.5%
EQUITY FFGZX FFGZX 83% 1 60 0 0.06% 3.44%
EQUITY FFIZX FFIZX 83% 1 60 0 0.12% 2.77%
EQUITY FFLDX FFLDX 83% 1 60 0 0.12% 2.17%
EQUITY FFOLX FFOLX 83% 1 60 0 0.06% 2.44%
EQUITY FFOPX FFOPX 83% 1 60 0 0.12% 2.26%
EQUITY FFWTX FFWTX 83% 1 60 0 0.06% 4.06%
EQUITY FITLX FITLX 82% 1 60 0 0.11% 1.29%
EQUITY FIWFX FIWFX 82% 1 60 0 0.06% 5.27%
EQUITY FIWTX FIWTX 82% 1 60 0 0.06% 6.37%
EQUITY FRCSX FRCSX 81% 1 60 0 1.73% 8.14%
EQUITY FSPGX FSPGX 80% 1 60 0 0.03% 0.41%
Health FSPHX Fidelity Select Health Care 74% 1 60 0 0.69% 20.68%
Technology FSPTX Fidelity Select Technology 74% 1 60 0 0.7% 12.47%
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt 72% 1 60 0 0.75% 2.04%
INTERNATIONAL EQUITY
WORLD STOCK RWIGX American Funds Capital World G/I R6 32% 1 60 0 0.53% 11.43%
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl 5% 1 60 0 0.03% 3.44%
US EQUITY
LARGE GROWTH FBGRX Fidelity Blue Chip Growth 99% 1 60 0 0.69% 2.31%
MID-CAP BLEND FSMDX Fidelity Spartan Mid Cap Idx Advtg Instl 4% 1 60 0 0.03% 1.19%
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl 4% 1 60 0 0.02% 1.32%
LARGE VALUE OIEJX JPMorgan Equity Income R6 3% 1 60 0 0.95% 11.1%
SMALL BLEND FSSNX Fidelity Spartan Sm Cp Idx Advtg Instl 2% 1 60 0 0.03% 1.29%
Large Growth TBCIX T. Rowe Price Blue Chip Growth I 0% 1 60 0 1.23% 5.8%
REAL ESTATE
US Real Estate VGSLX Vanguard REIT Index Adm 51% 1 60 0 0.12% 3.9%
FIXED INCOME
Intermediate-Term Bond FXNAX Fidelity Spartan US Bond Idx Advtg Instl 31% 1 60 0 0.03% 3.76%
Intermediate-Term Bond PTRQX Prudential Total Return Bond Q 7% 1 60 0 1.01% 4.71%
Average Expense Ratio: 0.41%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 4.3% 20.8% 12.6% 5.3% 7.7% 6.9%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 6.8% 20.6% 9.7% 4.1% 7.7% 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 4.7% 19.8% 12.3% 5.7% 8.1% 7.5%

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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.


Description
The plan consists of 34 funds. It covers 5 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity, Fixed Income and REITs.


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