MyPlanIQ fidelity plan

fidelity plan

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX femkx
Latin America Stock FLATX flatx
REAL ESTATE
REAL ESTATE FRESX fresx
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX fpbfx
WORLD STOCK FWWFX fwwfx
Foreign Large Blend FIGRX figrx
Others
World Allocation FGBLX fgblx
FIXED INCOME
High Yield Bond FAGIX fagix
Intermediate Government FGOVX fgovx
Emerging Markets Bond FNMIX fnmix
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX femkx
Latin America Stock FLATX flatx
REAL ESTATE
REAL ESTATE FRESX fresx
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX fpbfx
WORLD STOCK FWWFX fwwfx
Foreign Large Blend FIGRX figrx
Foreign Large Blend FSIIX fsiix
FOREIGN SMALL/MID GROWTH FISMX fismx
PACIFIC/ASIA EX-JAPAN STK FSEAX fseax
Foreign Large Growth FIVFX fivfx
Foreign Large Value FIVLX fivlx
JAPAN STOCK FJSCX fjscx
EUROPE STOCK FNORX fnorx
EUROPE STOCK FECAX fecax
Others
World Allocation FGBLX fgblx
FIXED INCOME
High Yield Bond FAGIX fagix
Intermediate Government FGOVX fgovx
Emerging Markets Bond FNMIX fnmix
Intermediate Government FGMNX fgmnx
Intermediate-Term Bond FTHRX fthrx
Multisector Bond FSICX fsicx
WORLD BOND FFIFX ffifx
ULTRASHORT BOND FUSFX fusfx
SHORT GOVERNMENT FSBIX fsbix
Inflation-Protected Bond FINPX finpx
US EQUITY
LARGE VALUE FEQIX feqix
LARGE BLEND FLCSX flcsx
LARGE GROWTH FCNTX fcntx
LARGE BLEND FSTMX fstmx
SMALL BLEND FSCRX fscrx
LARGE GROWTH FMILX fmilx
MID-CAP BLEND FSEMX fsemx
LARGE GROWTH FDCAX fdcax
LARGE BLEND FGRTX fgrtx
MID-CAP BLEND FLPSX flpsx
Total Available Funds: 35
  • 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 FEMKX femkx 83% 3 60 0 0.9% 1.09%
Latin America Stock FLATX flatx 57% 3 60 0 0.86% 4.27%
REAL ESTATE
REAL ESTATE FRESX fresx 97% 3 60 0 0.72% 2.28%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX fpbfx 100% 3 60 0 1.12% 5.52%
WORLD STOCK FWWFX fwwfx 99% 3 60 0 0.95% 0.84%
Foreign Large Blend FIGRX figrx 90% 3 60 0 0.99% 1.96%
Foreign Large Blend FSIIX fsiix 86% 3 60 0 0.17% 0%
FOREIGN SMALL/MID GROWTH FISMX fismx 84% 3 60 0 1.43% 1.87%
PACIFIC/ASIA EX-JAPAN STK FSEAX fseax 82% 3 60 0 1.18% 0.08%
Foreign Large Growth FIVFX fivfx 77% 3 60 0 0.8% 0.36%
Foreign Large Value FIVLX fivlx 66% 3 60 0 1.55% 2.06%
JAPAN STOCK FJSCX fjscx 59% 3 60 0 0.91% 2.96%
EUROPE STOCK FNORX fnorx 52% 3 60 0 0.94% 0.05%
EUROPE STOCK FECAX fecax 0% 3 60 0 1.02% 1.57%
Others
World Allocation FGBLX fgblx 0% 3 60 0 1.06% 6.65%
FIXED INCOME
High Yield Bond FAGIX fagix 92% 3 60 0 0.93% 4.03%
Intermediate Government FGOVX fgovx 91% 3 60 0 0.76% 1.87%
Emerging Markets Bond FNMIX fnmix 89% 3 60 0 0.82% 3.93%
Intermediate Government FGMNX fgmnx 87% 3 60 0 0.45% 2.87%
Intermediate-Term Bond FTHRX fthrx 78% 3 60 0 0.45% 3.11%
Multisector Bond FSICX fsicx 74% 3 60 0 0.7% 2.07%
WORLD BOND FFIFX ffifx 0% 3 60 0 NA 0%
ULTRASHORT BOND FUSFX fusfx 0% 3 60 0 0.45% 0%
SHORT GOVERNMENT FSBIX fsbix 0% 3 60 0 0.2% 1.47%
Inflation-Protected Bond FINPX finpx 0% 3 60 0 0.45% 5.61%
US EQUITY
LARGE VALUE FEQIX feqix 98% 3 60 0 0.57% 1.67%
LARGE BLEND FLCSX flcsx 96% 3 60 0 0.76% 0.99%
LARGE GROWTH FCNTX fcntx 96% 3 60 0 0.55% 4.32%
LARGE BLEND FSTMX fstmx 94% 3 60 0 0.09% 1.62%
SMALL BLEND FSCRX fscrx 90% 3 60 0 1.07% 1.16%
LARGE GROWTH FMILX fmilx 87% 3 60 0 0.89% 0.26%
MID-CAP BLEND FSEMX fsemx 75% 3 60 0 0.1% 0%
LARGE GROWTH FDCAX fdcax 73% 3 60 0 0.83% 3.39%
LARGE BLEND FGRTX fgrtx 70% 3 60 0 0.51% 0.47%
MID-CAP BLEND FLPSX flpsx 1% 3 60 0 0.92% 1.69%
Average Expense Ratio: 0.77%
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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*
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
This plan consists of 35 funds, some of them are: FRESX, FEMKX, FJSCX, FPBFX, FWWFX, FLATX.
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