MyPlanIQ 401k Investor Belle Meade Animal Hospital Simple IRA

Belle Meade Animal Hospital Simple IRA

This Plan is unrated.
Investment Options
Total Available Funds: 111
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHETX Fidelity Advisor Real Estate Fund - Class T
Global Real Estate FIRTX Fidelity Advisor International Real Estate Fund - Class T
REAL ESTATE FRIQX Fidelity Advisor Real Estate Income Fund - Class T
Emerging Market
DIVERSIFIED EMERGING MKTS FTMKX Fidelity Advisor Emerging Markets Fund - Class T
Latin America Stock FLFTX Fidelity Advisor Latin America Fund - Class T
DIVERSIFIED EMERGING MKTS FTEHX Fidelity Advisor Total Emerging Markets Fund - Class T
INTERNATIONAL EQUITY
JAPAN STOCK FJPTX Fidelity Advisor Japan Fund - Class T
FOREIGN SMALL/MID GROWTH FTISX Fidelity Advisor International Small Cap Fund - Class T
PACIFIC/ASIA EX-JAPAN STK FEATX Fidelity Advisor Emerging Asia Fund - Class T
Total Available Funds: 111
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHETX Fidelity Advisor Real Estate Fund - Class T
Global Real Estate FIRTX Fidelity Advisor International Real Estate Fund - Class T
REAL ESTATE FRIQX Fidelity Advisor Real Estate Income Fund - Class T
Emerging Market
DIVERSIFIED EMERGING MKTS FTMKX Fidelity Advisor Emerging Markets Fund - Class T
Latin America Stock FLFTX Fidelity Advisor Latin America Fund - Class T
DIVERSIFIED EMERGING MKTS FTEHX Fidelity Advisor Total Emerging Markets Fund - Class T
DIVERSIFIED EMERGING MKTS FEDTX Fidelity Advisor Emerging Markets Discovery Fund - Class T
China Region FHKTX Fidelity Advisor China Region Fund - Class T
DIVERSIFIED EMERGING MKTS FEMTX Fidelity Advisor Emerging Europe Middle East Africa (EMEA) Fund - Class T
INTERNATIONAL EQUITY
JAPAN STOCK FJPTX Fidelity Advisor Japan Fund - Class T
FOREIGN SMALL/MID GROWTH FTISX Fidelity Advisor International Small Cap Fund - Class T
PACIFIC/ASIA EX-JAPAN STK FEATX Fidelity Advisor Emerging Asia Fund - Class T
Foreign Large Blend FTADX Fidelity Advisor International Discovery Fund - Class T
Foreign Large Growth FIATX Fidelity Advisor International Capital Appreciation Fund - Class T
WORLD STOCK FGETX Fidelity Advisor Global Capital Appreciation Fund - Class T
Foreign Large Blend FAERX Fidelity Advisor Overseas Fund - Class T
Foreign Large Value FIVPX Fidelity Advisor International Value Fund - Class T
FOREIGN SMALL/MID GROWTH FOPTX Fidelity Advisor International Small Cap Opportunities Fund - Class T
Foreign Large Blend FADIX Fidelity Advisor Diversified International Fund - Class T
WORLD STOCK FWTFX Fidelity Advisor Worldwide Fund - Class T
Foreign Large Growth FTCNX Fidelity Advisor Canada Fund - Class T
Foreign Large Blend FTTEX Fidelity Advisor Total International Equity Fund - Class T
WORLD STOCK FGABX Fidelity Advisor Global Equity Income Fund - Class T
Foreign Large Growth FITGX Fidelity Advisor International Growth Fund - Class T
EUROPE STOCK FAECX Fidelity Advisor Europe Capital Appreciation Fund - Class T
Others
Conservative Allocation FSRTX Fidelity Advisor Strategic Real Return Fund - Class T
Utilities FAUFX Fidelity Advisor Utilities Fund - Class T
Health FBTTX Fidelity Advisor Biotechnology Fund - Class T
Equity Energy FAGNX Fidelity Advisor Energy Fund - Class T
Industrials FCLTX Fidelity Advisor Industrials Fund - Class T
Health FACTX Fidelity Advisor Health Care Fund - Class T
Technology FATEX Fidelity Advisor Technology Fund - Class T
Target Date 2046-2050 FFFQX Fidelity Advisor Freedom 2050 Fund - Class T
Consumer Cyclical FACPX Fidelity Advisor Consumer Discretionary Fund - Class T
Communications FDMTX Fidelity Advisor Communications Equipment Fund - Class T
Technology FELTX Fidelity Advisor Electronics Fund - Class T
Financial FAFSX Fidelity Advisor Financial Services Fund - Class T
Consumer Defensive FDTGX Fidelity Advisor Consumer Staples Fund - Class T
EQUITY PRECIOUS METALS FGDTX Fidelity Advisor Gold Fund - Class T
Natural Resources FMFTX Fidelity Advisor Materials Fund - Class T
Communications FTUTX ,Fidelity Advisor Telecommunications Fund - Class T
Target Date 2041-2045 FFFTX Fidelity Advisor Freedom 2045 Fund - Class T
Target Date 2031-2035 FTTHX Fidelity Advisor Freedom 2035 Fund - Class T
Target Date 2021-2025 FTTWX Fidelity Advisor Freedom 2025 Fund - Class T
Target Date 2011-2015 FFVTX Fidelity Advisor Freedom 2015 Fund - Class T
Target Date 2000-2010 FCFTX Fidelity Advisor Freedom 2010 Fund - Class T
Target Date 2000-2010 FFTVX Fidelity Advisor Freedom 2005 Fund - Class T
Target Date 2026-2030 FTFEX Fidelity Advisor Freedom 2030 Fund - Class T
Target Date 2036-2040 FTFFX Fidelity Advisor Freedom 2040 Fund - Class T
Target Date 2016-2020 FDTFX Fidelity Advisor Freedom 2020 Fund - Class T
Target Date 2051+ FHFTX Fidelity Advisor Freedom 2055 Fund - Class T
Aggressive Allocation FEYTX Fidelity Advisor Asset Manager 85% - Class T
Conservative Allocation FTDWX Fidelity Advisor Asset Manager 20% - Class T
Conservative Allocation FTTNX Fidelity Advisor Asset Manager 30% - Class T
Conservative Allocation FFNTX Fidelity Advisor Asset Manager 40% - Class T
Natural Resources FFGTX Fidelity Advisor Global Commodity Stock Fund - Class T
Moderate Allocation FFTMX Fidelity Advisor Asset Manager 50% - Class T
Moderate Allocation FSATX Fidelity Advisor Asset Manager 60% - Class T
Moderate Allocation FTASX Fidelity Advisor Asset Manager 70% - Class T
Convertibles FTCVX Fidelity Advisor Convertible Securities Fund - Class T
FIXED INCOME
Bank Loan FFRTX Fidelity Advisor Floating Rate High Income Fund - Class T
Multisector Bond FSIAX Fidelity Advisor Strategic Income Fund - Class T
Muni National Interm FZITX Fidelity Advisor Intermediate Municipal Income Fund - Class T
Muni New York Long FNYPX Fidelity Advisor New York Municipal Income Fund - Class T
Muni National Short FTSHX Fidelity Advisor Short-Intermediate Municipal Income Fund - Class T
High Yield Bond FAHYX Fidelity Advisor High Income Advantage Fund - Class T
Intermediate-Term Bond FEPTX Fidelity Advisor Total Bond Fund - Class T
Muni California Long FCMTX Fidelity Advisor California Municipal Income Fund - Class T
Intermediate-Term Bond FTBRX Fidelity Advisor Intermediate Bond Fund - Class T
Intermediate-Term Bond FMSAX Fidelity Advisor Mortgage Securities Fund - Class T
Intermediate-Term Bond FGBTX Fidelity Advisor Investment Grade Bond Fund - Class T
WORLD BOND FGBWX Fidelity Advisor Global Bond Fund - Class T
High Yield Bond FGHTX Fidelity Advisor Global High Income Fund - Class T
Intermediate Government FVITX Fidelity Advisor Government Income Fund - Class T
Intermediate-Term Bond FCBTX Fidelity Advisor Corporate Bond Fund - Class T
ULTRASHORT BOND FTUSX Fidelity Advisor Ultra-Short Bond Fund - Class T
Short-Term Bond FASFX Fidelity Advisor Short Fixed Income Fund - Class T
Muni National Long FAHIX Fidelity Advisor Municipal Income Fund - Class T
WORLD BOND FINTX Fidelity Advisor International Bond Fund - Class T
Inflation-Protected Bond FIPTX Fidelity Advisor Inflation Protected Bond Fund - Class T
High Yield Bond FHITX Fidelity Advisor High Income Fund - Class T
Emerging Markets Bond FAEMX Fidelity Advisor Emerging Markets Income Fund - Class T
US EQUITY
SMALL VALUE FCVTX Fidelity Advisor Small Cap Value Fund - Class T
LARGE BLEND FALGX Fidelity Advisor Large Cap Fund - Class T
LARGE VALUE FTSDX Fidelity Advisor Strategic Dividend & Income Fund - Class T
Mid-Cap Growth FITIX Fidelity Advisor Mid Cap II Fund - Class T
LARGE BLEND FDGTX Fidelity Advisor Dividend Growth Fund - Class T
SMALL BLEND FSCTX Fidelity Advisor Small Cap Fund - Class T
LARGE BLEND FDTEX Fidelity Advisor Diversified Stock Fund - Class T
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Company Stock Fund - Class T
LARGE GROWTH FNITX Fidelity Advisor New Insights Fund - Class T
Small Growth FCTGX Fidelity Advisor Small Cap Growth Fund - Class T
MID-CAP VALUE FTVFX Fidelity Advisor Value Fund - Class T
LARGE VALUE FEIRX Fidelity Advisor Equity Income Fund - Class T
MID-CAP BLEND FASPX Fidelity Advisor Value Strategies Fund - Class T
LARGE GROWTH FAGOX Fidelity Advisor Growth Opportunities Fund - Class T
LARGE VALUE FVLTX Fidelity Advisor Value Leaders Fund - Class T
LARGE BLEND FAVTX Fidelity Advisor Equity Value Fund - Class T
LARGE BLEND FGITX Fidelity Advisor Growth & Income Fund - Class T
Mid-Cap Growth FMCAX Fidelity Advisor Stock Selector Mid Cap Fund - Class T
MID-CAP VALUE FMPTX Fidelity Advisor Mid Cap Value Fund - Class T
LARGE GROWTH FAEGX Fidelity Advisor Equity Growth Fund - Class T
LARGE GROWTH FDTZX Fidelity Advisor Capital Development Fund - Class T
LARGE VALUE FLUTX Fidelity Advisor Stock Selector Large Cap Value Fund - Class T
LARGE BLEND FTGRX Fidelity Advisor Mega Cap Stock Fund - Class T
SMALL BLEND FCDTX Fidelity Advisor Stock Selector Small Cap Fund - Class T
LARGE BLEND FTXTX Fidelity Advisor Tax Managed Stock Fund - Class T
LARGE GROWTH FTQTX Fidelity Advisor Strategic Growth Fund - Class T
LARGE GROWTH FRGTX Fidelity Advisor Stock Selector All Cap Fund - Class T
LARGE GROWTH FLNTX Fidelity Advisor Large Cap Growth - Class T
LARGE BLEND FORTX Fidelity Advisor 130/30 Large Cap Fund - Class T
Total Available Funds: 111
  • 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 FHETX Fidelity Advisor Real Estate Fund - Class T 90% 1 60 0 1.07% 2.13%
Global Real Estate FIRTX Fidelity Advisor International Real Estate Fund - Class T 36% 1 60 0 0.95% 1.2%
REAL ESTATE FRIQX Fidelity Advisor Real Estate Income Fund - Class T 19% 1 60 0 0.71% 3.35%
Emerging Market
DIVERSIFIED EMERGING MKTS FTMKX Fidelity Advisor Emerging Markets Fund - Class T 51% 1 60 0 2.12% 1.02%
Latin America Stock FLFTX Fidelity Advisor Latin America Fund - Class T 48% 1 60 0 1.32% 3.58%
DIVERSIFIED EMERGING MKTS FTEHX Fidelity Advisor Total Emerging Markets Fund - Class T 40% 1 60 0 1.1% 2.63%
DIVERSIFIED EMERGING MKTS FEDTX Fidelity Advisor Emerging Markets Discovery Fund - Class T 28% 1 60 0 1.19% 1.71%
China Region FHKTX Fidelity Advisor China Region Fund - Class T 24% 1 60 0 1.53% 1.22%
DIVERSIFIED EMERGING MKTS FEMTX Fidelity Advisor Emerging Europe Middle East Africa (EMEA) Fund - Class T 0% 1 60 0 1.8% 2.63%
INTERNATIONAL EQUITY
JAPAN STOCK FJPTX Fidelity Advisor Japan Fund - Class T 77% 1 60 0 1.13% 3.24%
FOREIGN SMALL/MID GROWTH FTISX Fidelity Advisor International Small Cap Fund - Class T 54% 1 60 0 1.29% 1.39%
PACIFIC/ASIA EX-JAPAN STK FEATX Fidelity Advisor Emerging Asia Fund - Class T 54% 1 60 0 0.97% 0%
Foreign Large Blend FTADX Fidelity Advisor International Discovery Fund - Class T 47% 1 60 0 0.99% 1.4%
Foreign Large Growth FIATX Fidelity Advisor International Capital Appreciation Fund - Class T 45% 1 60 0 1.24% 0%
WORLD STOCK FGETX Fidelity Advisor Global Capital Appreciation Fund - Class T 45% 1 60 0 1.55% 6.7%
Foreign Large Blend FAERX Fidelity Advisor Overseas Fund - Class T 44% 1 60 0 2.16% 0.45%
Foreign Large Value FIVPX Fidelity Advisor International Value Fund - Class T 43% 1 60 0 1.55% 1.54%
FOREIGN SMALL/MID GROWTH FOPTX Fidelity Advisor International Small Cap Opportunities Fund - Class T 41% 1 60 0 1.08% 3.32%
Foreign Large Blend FADIX Fidelity Advisor Diversified International Fund - Class T 38% 1 60 0 0.91% 3.95%
WORLD STOCK FWTFX Fidelity Advisor Worldwide Fund - Class T 35% 1 60 0 1.47% 0.43%
Foreign Large Growth FTCNX Fidelity Advisor Canada Fund - Class T 33% 1 60 0 0.86% 2.92%
Foreign Large Blend FTTEX Fidelity Advisor Total International Equity Fund - Class T 33% 1 60 0 1.55% 0.88%
WORLD STOCK FGABX Fidelity Advisor Global Equity Income Fund - Class T 29% 1 60 0 1.3% 0.82%
Foreign Large Growth FITGX Fidelity Advisor International Growth Fund - Class T 29% 1 60 0 0.89% 0%
EUROPE STOCK FAECX Fidelity Advisor Europe Capital Appreciation Fund - Class T 0% 1 60 0 1.7% 1.3%
Others
Conservative Allocation FSRTX Fidelity Advisor Strategic Real Return Fund - Class T 81% 1 60 0 0.7% 4.93%
Utilities FAUFX Fidelity Advisor Utilities Fund - Class T 78% 1 60 0 0.76% 2.85%
Health FBTTX Fidelity Advisor Biotechnology Fund - Class T 77% 1 60 0 0.73% 0.87%
Equity Energy FAGNX Fidelity Advisor Energy Fund - Class T 76% 1 60 0 1.05% 1.5%
Industrials FCLTX Fidelity Advisor Industrials Fund - Class T 74% 1 60 0 1.02% 7.86%
Health FACTX Fidelity Advisor Health Care Fund - Class T 73% 1 60 0 1.72% 0%
Technology FATEX Fidelity Advisor Technology Fund - Class T 72% 1 60 0 1.21% 3.8%
Target Date 2046-2050 FFFQX Fidelity Advisor Freedom 2050 Fund - Class T 72% 1 60 0 1% 1.53%
Consumer Cyclical FACPX Fidelity Advisor Consumer Discretionary Fund - Class T 71% 1 60 0 0.62% 0%
Communications FDMTX Fidelity Advisor Communications Equipment Fund - Class T 71% 1 60 0 1.65% 0%
Technology FELTX Fidelity Advisor Electronics Fund - Class T 70% 1 60 0 1.26% 2.86%
Financial FAFSX Fidelity Advisor Financial Services Fund - Class T 69% 1 60 0 1.28% 1.93%
Consumer Defensive FDTGX Fidelity Advisor Consumer Staples Fund - Class T 69% 1 60 0 1.01% 5.37%
EQUITY PRECIOUS METALS FGDTX Fidelity Advisor Gold Fund - Class T 68% 1 60 0 0.77% 0.13%
Natural Resources FMFTX Fidelity Advisor Materials Fund - Class T 68% 1 60 0 0.76% 4.14%
Communications FTUTX ,Fidelity Advisor Telecommunications Fund - Class T 67% 1 60 0 1.13% 2.35%
Target Date 2041-2045 FFFTX Fidelity Advisor Freedom 2045 Fund - Class T 65% 1 60 0 1.25% 1.68%
Target Date 2031-2035 FTTHX Fidelity Advisor Freedom 2035 Fund - Class T 64% 1 60 0 0.96% 1.66%
Target Date 2021-2025 FTTWX Fidelity Advisor Freedom 2025 Fund - Class T 62% 1 60 0 1.62% 2.16%
Target Date 2011-2015 FFVTX Fidelity Advisor Freedom 2015 Fund - Class T 61% 1 60 0 1.54% 2.55%
Target Date 2000-2010 FCFTX Fidelity Advisor Freedom 2010 Fund - Class T 59% 1 60 0 0.49% 2.74%
Target Date 2000-2010 FFTVX Fidelity Advisor Freedom 2005 Fund - Class T 56% 1 60 0 1.47% 2.94%
Target Date 2026-2030 FTFEX Fidelity Advisor Freedom 2030 Fund - Class T 56% 1 60 0 0.66% 1.88%
Target Date 2036-2040 FTFFX Fidelity Advisor Freedom 2040 Fund - Class T 55% 1 60 0 1.75% 1.38%
Target Date 2016-2020 FDTFX Fidelity Advisor Freedom 2020 Fund - Class T 54% 1 60 0 0.51% 2.7%
Target Date 2051+ FHFTX Fidelity Advisor Freedom 2055 Fund - Class T 48% 1 60 0 0.75% 2.04%
Aggressive Allocation FEYTX Fidelity Advisor Asset Manager 85% - Class T 36% 1 60 0 1.23% 3.92%
Conservative Allocation FTDWX Fidelity Advisor Asset Manager 20% - Class T 35% 1 60 0 0.82% 4.52%
Conservative Allocation FTTNX Fidelity Advisor Asset Manager 30% - Class T 35% 1 60 0 1.08% 4.5%
Conservative Allocation FFNTX Fidelity Advisor Asset Manager 40% - Class T 34% 1 60 0 0.57% 4.96%
Natural Resources FFGTX Fidelity Advisor Global Commodity Stock Fund - Class T 30% 1 60 0 1.94% 1.52%
Moderate Allocation FFTMX Fidelity Advisor Asset Manager 50% - Class T 27% 1 60 0 0.91% 5.74%
Moderate Allocation FSATX Fidelity Advisor Asset Manager 60% - Class T 27% 1 60 0 1.24% 3.44%
Moderate Allocation FTASX Fidelity Advisor Asset Manager 70% - Class T 27% 1 60 0 0.97% 5.33%
Convertibles FTCVX Fidelity Advisor Convertible Securities Fund - Class T 24% 1 60 0 0.72% 3.19%
FIXED INCOME
Bank Loan FFRTX Fidelity Advisor Floating Rate High Income Fund - Class T 72% 1 60 0 0.97% 8.19%
Multisector Bond FSIAX Fidelity Advisor Strategic Income Fund - Class T 68% 1 60 0 0.97% 4.16%
Muni National Interm FZITX Fidelity Advisor Intermediate Municipal Income Fund - Class T 57% 1 60 0 0.42% 2.25%
Muni New York Long FNYPX Fidelity Advisor New York Municipal Income Fund - Class T 55% 1 60 0 0.78% 2.19%
Muni National Short FTSHX Fidelity Advisor Short-Intermediate Municipal Income Fund - Class T 52% 1 60 0 0.3% 1.57%
High Yield Bond FAHYX Fidelity Advisor High Income Advantage Fund - Class T 52% 1 60 0 0.75% 3.73%
Intermediate-Term Bond FEPTX Fidelity Advisor Total Bond Fund - Class T 51% 1 60 0 0.5% 4.05%
Muni California Long FCMTX Fidelity Advisor California Municipal Income Fund - Class T 51% 1 60 0 0.55% 1.84%
Intermediate-Term Bond FTBRX Fidelity Advisor Intermediate Bond Fund - Class T 44% 1 60 0 0.35% 1.6%
Intermediate-Term Bond FMSAX Fidelity Advisor Mortgage Securities Fund - Class T 42% 1 60 0 1.6% 2.19%
Intermediate-Term Bond FGBTX Fidelity Advisor Investment Grade Bond Fund - Class T 41% 1 60 0 0.49% 2.71%
WORLD BOND FGBWX Fidelity Advisor Global Bond Fund - Class T 32% 1 60 0 0.5% 6.1%
High Yield Bond FGHTX Fidelity Advisor Global High Income Fund - Class T 22% 1 60 0 0.9% 3.13%
Intermediate Government FVITX Fidelity Advisor Government Income Fund - Class T 18% 1 60 0 0.76% 1.64%
Intermediate-Term Bond FCBTX Fidelity Advisor Corporate Bond Fund - Class T 10% 1 60 0 0.81% 2.78%
ULTRASHORT BOND FTUSX Fidelity Advisor Ultra-Short Bond Fund - Class T 0% 1 60 0 0.68% 0.17%
Short-Term Bond FASFX Fidelity Advisor Short Fixed Income Fund - Class T 0% 1 60 0 0.7% 0%
Muni National Long FAHIX Fidelity Advisor Municipal Income Fund - Class T 0% 1 60 0 0.76% 3.25%
WORLD BOND FINTX Fidelity Advisor International Bond Fund - Class T 0% 1 60 0 1% 0.47%
Inflation-Protected Bond FIPTX Fidelity Advisor Inflation Protected Bond Fund - Class T 0% 1 60 0 0.79% 2.37%
High Yield Bond FHITX Fidelity Advisor High Income Fund - Class T 0% 1 60 0 1.07% 4.63%
Emerging Markets Bond FAEMX Fidelity Advisor Emerging Markets Income Fund - Class T 0% 1 60 0 1.22% 4.94%
US EQUITY
SMALL VALUE FCVTX Fidelity Advisor Small Cap Value Fund - Class T 62% 1 60 0 1.5% 4.22%
LARGE BLEND FALGX Fidelity Advisor Large Cap Fund - Class T 55% 1 60 0 1.17% 1.57%
LARGE VALUE FTSDX Fidelity Advisor Strategic Dividend & Income Fund - Class T 52% 1 60 0 0.68% 3.67%
Mid-Cap Growth FITIX Fidelity Advisor Mid Cap II Fund - Class T 52% 1 60 0 0.74% 0.22%
LARGE BLEND FDGTX Fidelity Advisor Dividend Growth Fund - Class T 51% 1 60 0 0.43% 7.69%
SMALL BLEND FSCTX Fidelity Advisor Small Cap Fund - Class T 50% 1 60 0 2.15% 5.27%
LARGE BLEND FDTEX Fidelity Advisor Diversified Stock Fund - Class T 50% 1 60 0 1.12% 0%
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Company Stock Fund - Class T 49% 1 60 0 0.66% 10.42%
LARGE GROWTH FNITX Fidelity Advisor New Insights Fund - Class T 47% 1 60 0 0.7% 6.53%
Small Growth FCTGX Fidelity Advisor Small Cap Growth Fund - Class T 46% 1 60 0 2.05% 0%
MID-CAP VALUE FTVFX Fidelity Advisor Value Fund - Class T 45% 1 60 0 1.9% 0.63%
LARGE VALUE FEIRX Fidelity Advisor Equity Income Fund - Class T 42% 1 60 0 0.65% 5.24%
MID-CAP BLEND FASPX Fidelity Advisor Value Strategies Fund - Class T 41% 1 60 0 0.75% 1.64%
LARGE GROWTH FAGOX Fidelity Advisor Growth Opportunities Fund - Class T 41% 1 60 0 0.52% 0%
LARGE VALUE FVLTX Fidelity Advisor Value Leaders Fund - Class T 40% 1 60 0 1.4% 5.06%
LARGE BLEND FAVTX Fidelity Advisor Equity Value Fund - Class T 39% 1 60 0 0.9% 1.32%
LARGE BLEND FGITX Fidelity Advisor Growth & Income Fund - Class T 35% 1 60 0 1.15% 1.34%
Mid-Cap Growth FMCAX Fidelity Advisor Stock Selector Mid Cap Fund - Class T 34% 1 60 0 0.72% 8.48%
MID-CAP VALUE FMPTX Fidelity Advisor Mid Cap Value Fund - Class T 32% 1 60 0 1.08% 0.4%
LARGE GROWTH FAEGX Fidelity Advisor Equity Growth Fund - Class T 30% 1 60 0 0.72% 1.76%
LARGE GROWTH FDTZX Fidelity Advisor Capital Development Fund - Class T 30% 1 60 0 1.32% 0%
LARGE VALUE FLUTX Fidelity Advisor Stock Selector Large Cap Value Fund - Class T 25% 1 60 0 1.94% 0.34%
LARGE BLEND FTGRX Fidelity Advisor Mega Cap Stock Fund - Class T 23% 1 60 0 0.51% 0.24%
SMALL BLEND FCDTX Fidelity Advisor Stock Selector Small Cap Fund - Class T 22% 1 60 0 0.94% 0%
LARGE BLEND FTXTX Fidelity Advisor Tax Managed Stock Fund - Class T 0% 1 60 0 1.5% 0.18%
LARGE GROWTH FTQTX Fidelity Advisor Strategic Growth Fund - Class T 0% 1 60 0 1.5% 0.04%
LARGE GROWTH FRGTX Fidelity Advisor Stock Selector All Cap Fund - Class T 0% 1 60 0 1.54% 0%
LARGE GROWTH FLNTX Fidelity Advisor Large Cap Growth - Class T 0% 1 60 0 1.44% 0.17%
LARGE BLEND FORTX Fidelity Advisor 130/30 Large Cap Fund - Class T 0% 1 60 0 1.8% 0%
Average Expense Ratio: 1.08%
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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 1.2% 15.6% 6.3% 8.0% 5.5% 4.6%

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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 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
The plan consists of 111 funds. It covers 5 major asset classes and 62 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income, Emerging Market Equity and REITs.


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