MyPlanIQ CAMC HEALTH SYSTEM BASIC RETIREMENT PLAN

CAMC HEALTH SYSTEM BASIC RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMEX Fidelity Investment Trust: Fidelity Emerging Europe
INTERNATIONAL EQUITY
Foreign Large Growth FIGFX Fidelity Investment Trust: Fidelity International Growth Fund
Foreign Large Blend FTIEX Fidelity Investment Trust: Fidelity Total International Equity Fund
Others
Conservative Allocation FTANX Fidelity Charles Street Trust: Fidelity Asset Manager 30%
Moderate Allocation FSAAX Fidelity Charles Street Trust: Fidelity Advisor Asset Manager 60%; Class A Shares
Natural Resources FFGCX Fidelity Investment Trust: Fidelity Global Commodity Stock Fund
US EQUITY
LARGE GROWTH FLGEX Fidelity Commonwealth Trust II: Fidelity Large Cap Growth Enhanced Index Fund
MID-CAP BLEND FMEIX Fidelity Commonwealth Trust II: Fidelity Mid Cap Enhanced Index Fund
SMALL BLEND FCPEX Fidelity Commonwealth Trust II: Fidelity Small Cap Enhanced Index Fund
Total Available Funds: 9
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMEX Fidelity Investment Trust: Fidelity Emerging Europe
INTERNATIONAL EQUITY
Foreign Large Growth FIGFX Fidelity Investment Trust: Fidelity International Growth Fund
Foreign Large Blend FTIEX Fidelity Investment Trust: Fidelity Total International Equity Fund
Others
Conservative Allocation FTANX Fidelity Charles Street Trust: Fidelity Asset Manager 30%
Moderate Allocation FSAAX Fidelity Charles Street Trust: Fidelity Advisor Asset Manager 60%; Class A Shares
Natural Resources FFGCX Fidelity Investment Trust: Fidelity Global Commodity Stock Fund
US EQUITY
LARGE GROWTH FLGEX Fidelity Commonwealth Trust II: Fidelity Large Cap Growth Enhanced Index Fund
MID-CAP BLEND FMEIX Fidelity Commonwealth Trust II: Fidelity Mid Cap Enhanced Index Fund
SMALL BLEND FCPEX Fidelity Commonwealth Trust II: Fidelity Small Cap Enhanced Index Fund
Total Available Funds: 9
  • 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 FEMEX Fidelity Investment Trust: Fidelity Emerging Europe 0% 3 60 0 1.31% 3.04%
INTERNATIONAL EQUITY
Foreign Large Growth FIGFX Fidelity Investment Trust: Fidelity International Growth Fund 73% 3 60 0 0.89% 0.49%
Foreign Large Blend FTIEX Fidelity Investment Trust: Fidelity Total International Equity Fund 71% 3 60 0 1.55% 1.36%
Others
Conservative Allocation FTANX Fidelity Charles Street Trust: Fidelity Asset Manager 30% 95% 3 60 0 0.83% 2.81%
Moderate Allocation FSAAX Fidelity Charles Street Trust: Fidelity Advisor Asset Manager 60%; Class A Shares 28% 3 60 0 1.24% 3.65%
Natural Resources FFGCX Fidelity Investment Trust: Fidelity Global Commodity Stock Fund 28% 3 60 0 1.94% 2.09%
US EQUITY
LARGE GROWTH FLGEX Fidelity Commonwealth Trust II: Fidelity Large Cap Growth Enhanced Index Fund 0% 3 60 0 0.39% 1.06%
MID-CAP BLEND FMEIX Fidelity Commonwealth Trust II: Fidelity Mid Cap Enhanced Index Fund 0% 3 60 0 0.45% 1.03%
SMALL BLEND FCPEX Fidelity Commonwealth Trust II: Fidelity Small Cap Enhanced Index Fund 0% 3 60 0 0.55% 1.71%
Average Expense Ratio: 1.02%
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Related Retirement Plans
CAMC HEALTH SYSTEM BASIC 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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