MyPlanIQ GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN

GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FTIEX Fidelity Investment Trust: Fidelity Total International Equity Fund
Others
Conservative Allocation FSRRX Fidelity Salem Street Trust: Fidelity Strategic Real Return Fund
Utilities FIUIX Fidelity Devonshire Trust: Fidelity Telecom & Utilities Fund
US EQUITY
SMALL VALUE FCPVX Fidelity Securities Fund: Fidelity Small Cap Value Fund
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund
LARGE VALUE FSDIX Fidelity Salem Street Trust: Fidelity Strategic Dividend & Income Fund
FIXED INCOME
Intermediate-Term Bond FTBFX Fidelity Income Fund: Fidelity Advisor Total Bond Fund; Fidelity Total Bond Shares
Multisector Bond FSICX Fidelity School Street Trust: Fidelity Strategic Income Fund
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FTIEX Fidelity Investment Trust: Fidelity Total International Equity Fund
Others
Conservative Allocation FSRRX Fidelity Salem Street Trust: Fidelity Strategic Real Return Fund
Utilities FIUIX Fidelity Devonshire Trust: Fidelity Telecom & Utilities Fund
US EQUITY
SMALL VALUE FCPVX Fidelity Securities Fund: Fidelity Small Cap Value Fund
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund
LARGE VALUE FSDIX Fidelity Salem Street Trust: Fidelity Strategic Dividend & Income Fund
LARGE GROWTH FDSSX Fidelity Capital Trust: Fidelity Stock Selector All Cap
SMALL BLEND FDSCX Fidelity Capital Trust: Fidelity Stock Selector Small Cap Fund; Stock Selector Small Cap Shares
FIXED INCOME
Intermediate-Term Bond FTBFX Fidelity Income Fund: Fidelity Advisor Total Bond Fund; Fidelity Total Bond Shares
Multisector Bond FSICX Fidelity School Street Trust: Fidelity Strategic Income Fund
Total Available Funds: 10
  • 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 Blend FTIEX Fidelity Investment Trust: Fidelity Total International Equity Fund 71% 3 60 0 1.55% 1.36%
Others
Conservative Allocation FSRRX Fidelity Salem Street Trust: Fidelity Strategic Real Return Fund 94% 3 60 0 0.95% 5.32%
Utilities FIUIX Fidelity Devonshire Trust: Fidelity Telecom & Utilities Fund 75% 3 60 0 0.73% 3.96%
US EQUITY
SMALL VALUE FCPVX Fidelity Securities Fund: Fidelity Small Cap Value Fund 91% 3 60 0 1.5% 3.99%
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund 82% 3 60 0 0.67% 0.02%
LARGE VALUE FSDIX Fidelity Salem Street Trust: Fidelity Strategic Dividend & Income Fund 74% 3 60 0 0.68% 4.13%
LARGE GROWTH FDSSX Fidelity Capital Trust: Fidelity Stock Selector All Cap 74% 3 60 0 0.66% 0.29%
SMALL BLEND FDSCX Fidelity Capital Trust: Fidelity Stock Selector Small Cap Fund; Stock Selector Small Cap Shares 70% 3 60 0 1.46% 0.22%
FIXED INCOME
Intermediate-Term Bond FTBFX Fidelity Income Fund: Fidelity Advisor Total Bond Fund; Fidelity Total Bond Shares 81% 3 60 0 0.5% 3.24%
Multisector Bond FSICX Fidelity School Street Trust: Fidelity Strategic Income Fund 74% 3 60 0 0.7% 2.07%
Average Expense Ratio: 0.94%
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Related Retirement Plans
GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN
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*
Click to Create Model Portfolio

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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
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