MyPlanIQ THE INVESTMENT PARTNERSHIP PLAN 2010

THE INVESTMENT PARTNERSHIP PLAN 2010

This Plan is unrated.
Investment Options
Total Available Funds: 37
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Value TFEQX Templeton Foreign Fund
Foreign Large Blend FSIIX Spartan International Index Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
FIXED INCOME
Short-Term Bond VBISX Vanguard Short-Term Bond Index Fund
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities Fund
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
Total Available Funds: 37
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Value TFEQX Templeton Foreign Fund
Foreign Large Blend FSIIX Spartan International Index Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
ROOT CASH Fidelity Institutional Money Market Fund
ROOT CASH Fidelity Institutional Money Market Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
EQUITY ADI Analog Devices, Inc. Stock Fund
FIXED INCOME
Short-Term Bond VBISX Vanguard Short-Term Bond Index Fund
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities Fund
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund
Mid-Cap Growth VMGIX Vanguard Mid-Cap Index Fund
LARGE VALUE FEQIX Fidelity Equity Income Fund
LARGE VALUE FEQIX Fidelity Equity Income Fund
LARGE GROWTH FDGRX Fidelity Growth Company Fund
LARGE GROWTH FDGRX Fidelity Growth Company Fund
MID-CAP BLEND FMIMX Analog Common Stock Fund
LARGE GROWTH CGRIX Calamos Growth Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid-Cap Value Fund
LARGE GROWTH FDTIX Fidelity U.S. Equity Index Commingled Pool
LARGE BLEND AIGOX Fidelity Growth & Income Portfolio
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
US EQUITY IMFD Total Mutual Funds
SMALL BLEND RLPHX Royce Low-Priced Stock Fund
Total Available Funds: 37
  • 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
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 4.34%
Foreign Large Value TFEQX Templeton Foreign Fund 86% 3 60 0 0.97% 13.71%
Foreign Large Blend FSIIX Spartan International Index Fund 86% 3 60 0 0.17% 3.11%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 4%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 3.6%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.97%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 2.48%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.97%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.98%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 2.23%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 1.61%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 2.9%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 1.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 3.02%
ROOT CASH Fidelity Institutional Money Market Fund 0% 1 60 0 NA 2.67%
ROOT CASH Fidelity Institutional Money Market Fund 0% 1 60 0 NA 2.67%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
EQUITY ADI Analog Devices, Inc. Stock Fund 0% 3 60 0 NA 1.97%
FIXED INCOME
Short-Term Bond VBISX Vanguard Short-Term Bond Index Fund 100% 3 60 0 0.07% 2.83%
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities Fund 98% 3 60 0 0.07% 3.94%
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund 0% 3 60 0 0.13% 2.54%
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund 0% 3 60 0 0.13% 2.54%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund 99% 3 60 0 0.03% 1.53%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Index Fund 98% 3 60 0 0.19% 0.68%
LARGE VALUE FEQIX Fidelity Equity Income Fund 98% 3 60 0 0.57% 4.82%
LARGE VALUE FEQIX Fidelity Equity Income Fund 98% 3 60 0 0.57% 4.82%
LARGE GROWTH FDGRX Fidelity Growth Company Fund 90% 3 60 0 0.79% 4.26%
LARGE GROWTH FDGRX Fidelity Growth Company Fund 90% 3 60 0 0.79% 4.26%
MID-CAP BLEND FMIMX Analog Common Stock Fund 88% 3 60 0 0.88% 3.12%
LARGE GROWTH CGRIX Calamos Growth Fund 76% 3 60 0 1.05% 3.2%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 5.72%
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid-Cap Value Fund 70% 3 60 0 1.97% 0.33%
LARGE GROWTH FDTIX Fidelity U.S. Equity Index Commingled Pool 67% 3 60 0 1.12% 3.57%
LARGE BLEND AIGOX Fidelity Growth & Income Portfolio 52% 3 60 0 0.93% 4.25%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 17.06%
US EQUITY IMFD Total Mutual Funds 0% 3 60 0 NA 0%
SMALL BLEND RLPHX Royce Low-Priced Stock Fund 0% 3 60 0 1.26% 15.81%
Average Expense Ratio: 0.63%
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Model Portfolios

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*
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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 40 funds. It covers 3 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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