MyPlanIQ 401k Investor Methodist Health System 403(b) Plan

Methodist Health System 403(b) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 153
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Instl
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets K
China Region FHKCX Fidelity China Region
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide
JAPAN STOCK FJPNX Fidelity Japan
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
Others
Consumer Defensive FDFAX Fidelity Select Consumer Staples
Financial FSPCX Fidelity Select Insurance
Industrials FSRFX Fidelity Select Transportation
Total Available Funds: 153
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Instl
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets K
China Region FHKCX Fidelity China Region
Latin America Stock FLATX Fidelity Latin America
DIVERSIFIED EMERGING MKTS MMKBX Morgan Stanley Inst Emerging Mkts P
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide
JAPAN STOCK FJPNX Fidelity Japan
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
Foreign Large Growth FIVFX Fidelity International Capital Apprec
Foreign Large Blend FDIKX Fidelity Diversified International K
Foreign Large Blend FIDKX Fidelity International Discovery K
WORLD STOCK RWIEX American Funds Capital World G/I R4
EUROPE STOCK FIEUX Fidelity Europe
JAPAN STOCK FJSCX Fidelity Japan Smaller Companies
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Foreign Large Growth FICDX Fidelity Canada
EUROPE STOCK FNORX Fidelity Nordic
Foreign Large Growth JIGRX Janus Overseas S
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
Others
Consumer Defensive FDFAX Fidelity Select Consumer Staples
Financial FSPCX Fidelity Select Insurance
Industrials FSRFX Fidelity Select Transportation
Natural Resources FNARX Fidelity Select Natural Resources
Conservative Allocation FASIX Fidelity Asset Manager 20%
Moderate Allocation DODBX Dodge & Cox Balanced
Aggressive Allocation FFNOX Fidelity Four-in-One Index
Aggressive Allocation FAMRX Fidelity Asset Manager 85%
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold
Health FSMEX Fidelity Select Medical Equip & Systems
Utilities FSUTX Fidelity Select Utilities Portfolio
Health FBIOX Fidelity Select Biotechnology
Convertibles FCVSX Fidelity Convertible Securities
Technology FSCSX Fidelity Select Software & Comp
Industrials FSDAX Fidelity Select Defense & Aerospace
Equity Energy FSENX Fidelity Select Energy
Moderate Allocation FASMX Fidelity Asset Manager 50%
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemicals
MISCELLANEOUS SECTOR FBSOX Fidelity Select IT Services
Utilities FIUIX Fidelity Telecom and Utilities
Natural Resources FSDPX Fidelity Select Materials
Health FPHAX Fidelity Select Pharmaceuticals
Consumer Cyclical FDLSX Fidelity Select Leisure
Moderate Allocation FASGX Fidelity Asset Manager 70%
Communications FWRLX Fidelity Select Wireless
Technology FDCPX Fidelity Select Computers
Communications FSTCX Fidelity Select Telecommunications
Health FSHCX Fidelity Select Medical Delivery
Equity Energy FSESX Fidelity Select Energy Service
Industrials FCYIX Fidelity Select Industrials
Equity Energy FSNGX Fidelity Select Natural Gas
Health FSPHX Fidelity Select Health Care
MISCELLANEOUS SECTOR FSLEX Fidelity Select Envir and Alt Energy
Technology FSPTX Fidelity Select Technology
Industrials FSAIX Fidelity Select Air Transportation
Consumer Cyclical FSRPX Fidelity Select Retailing
MISCELLANEOUS SECTOR FSHOX Fidelity Select Construction & Housing
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt
Consumer Cyclical FSCPX Fidelity Select Consumer Discretionary
MISCELLANEOUS SECTOR FSAVX Fidelity Select Automotive
Communications FSDCX Fidelity Select Communications Equip
Communications FBMPX Fidelity Select Multimedia
Technology FSELX Fidelity Select Electronics
Financial FSRBX Fidelity Select Banking
Financial FIDSX Fidelity Select Financial Services
Moderate Allocation FBAKX Fidelity Balanced K
Financial FSVLX Fidelity Select Consumer Finance
Moderate Allocation FPUKX Fidelity Puritan K
Industrials FSCGX Fidelity Select Industrial Equipment
Moderate Allocation JABRX Janus Balanced S
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000
Retirement Income FFKAX Fidelity Freedom K Income
World Allocation FGBLX Fidelity Global Balanced
Target Date 2050+ FDENX Fidelity Freedom K 2055
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value T
Small Growth RYVPX Royce Value Plus Svc
Mid-Cap Growth NBGEX Neuberger Berman Genesis Tr
LARGE BLEND FLCSX Fidelity Large Cap Stock
LARGE VALUE DODGX Dodge & Cox Stock
LARGE VALUE MADVX BlackRock Equity Dividend Instl
LARGE GROWTH FTRNX Fidelity Trend
LARGE GROWTH FTQGX Fidelity Focused Stock
SMALL VALUE NSVAX Columbia Small Cap Value II Z
MID-CAP BLEND FSLCX Fidelity Small Cap Stock
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I
LARGE GROWTH NBSTX Neuberger Berman Socially Resp Tr
SMALL VALUE AVPAX American Beacon Small Cp Val Inv
Small Growth PRNHX T. Rowe Price New Horizons
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp
LARGE BLEND FGRTX Fidelity Mega Cap Stock
LARGE GROWTH FBGKX Fidelity Blue Chip Growth K
LARGE GROWTH FCAKX Fidelity Capital Appreciation K
LARGE GROWTH FCNKX Fidelity Contrafund K
LARGE BLEND FFDKX Fidelity K
LARGE GROWTH FGCKX Fidelity Growth Company K
Mid-Cap Growth FKMCX Fidelity Mid-Cap Stock K
LARGE VALUE FEIKX Fidelity Equity-Income K
MID-CAP VALUE FVLKX Fidelity Value K
LARGE GROWTH FGDKX Fidelity Growth Discovery K
LARGE GROWTH FOCKX Fidelity OTC K
SMALL VALUE HNVIX Heartland Value Plus Inst
LARGE GROWTH JARTX Janus Forty S
MID-CAP BLEND FLCKX Fidelity Leveraged Company Stock K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
LARGE VALUE ACSTX Invesco Van Kampen Comstock A
MID-CAP BLEND CAAPX Ariel Appreciation Investor
Small Growth MSSMX Morgan Stanley Inst Small Company Gr P
Mid-Cap Growth BGRFX Baron Growth Retail
Mid-Cap Growth BARAX Baron Asset Retail
Mid-Cap Growth JGRTX Janus Enterprise S
SMALL BLEND HDPSX Hodges Small Cap
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
MID-CAP BLEND SOPFX Wells Fargo Advantage Opportunity Inv
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg
Mid-Cap Growth MCMYX Managers Cadence Mid Cap Admin
Mid-Cap Growth STCSX Wells Fargo Advantage Common Stock Inv
LARGE GROWTH FEXKX Fidelity Export & Multinational K
MID-CAP VALUE FMIVX Virtus Mid-Cap Value A
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
LARGE VALUE UMBIX Columbia Value & Restructuring Z
MID-CAP VALUE FPPTX FPA Capital
LARGE GROWTH FDFKX Fidelity Independence K
LARGE GROWTH JGORX Janus S
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate Government FGOVX Fidelity Government Income
Emerging Markets Bond FNMIX Fidelity New Markets Income
Intermediate Government FGMNX Fidelity GNMA Fund
Intermediate-Term Bond MGFIX Managers Bond
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
WORLD BOND CGFIX Aberdeen Global Fixed Income Instl Svc
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Multisector Bond FSICX Fidelity Strategic Income
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Intermediate-Term Bond NCRIX Neuberger Berman Core Bond Inv
High Yield Bond PHYAX PIMCO High Yield Admin
Intermediate-Term Bond JADFX Janus Flexible Bond S
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond
WORLD BOND PADMX PIMCO Global Bond (Unhedged) Admin
Intermediate Government STVSX Wells Fargo Advantage Government Sec Inv
LONG GOVERNMENT PLGBX PIMCO Long-Term US Government Admin
Total Available Funds: 153
  • 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 FRESX Fidelity Real Estate Investment 96% 3 60 0 0.72% 7.38%
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Instl 91% 3 60 0 1.07% 4.11%
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets K 74% 3 60 0 0.9% 1.34%
China Region FHKCX Fidelity China Region 66% 3 60 0 1.53% 1.91%
Latin America Stock FLATX Fidelity Latin America 57% 3 60 0 0.86% 4.65%
DIVERSIFIED EMERGING MKTS MMKBX Morgan Stanley Inst Emerging Mkts P 55% 3 60 0 0.95% 2.36%
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide 99% 3 60 0 0.95% 1.08%
JAPAN STOCK FJPNX Fidelity Japan 86% 3 60 0 1.13% 3.79%
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia 82% 3 60 0 1.18% 0.08%
Foreign Large Growth FIVFX Fidelity International Capital Apprec 77% 3 60 0 0.8% 0.43%
Foreign Large Blend FDIKX Fidelity Diversified International K 72% 3 60 0 0.99% 4.55%
Foreign Large Blend FIDKX Fidelity International Discovery K 72% 3 60 0 0.99% 2.11%
WORLD STOCK RWIEX American Funds Capital World G/I R4 64% 3 60 0 0.53% 3.77%
EUROPE STOCK FIEUX Fidelity Europe 60% 3 60 0 0.76% 1.69%
JAPAN STOCK FJSCX Fidelity Japan Smaller Companies 59% 3 60 0 0.91% 2.94%
Foreign Large Blend REREX American Funds EuroPacific Gr R4 56% 3 60 0 0.9% 3.77%
Foreign Large Growth FICDX Fidelity Canada 52% 3 60 0 0.86% 3.58%
EUROPE STOCK FNORX Fidelity Nordic 51% 3 60 0 0.94% 0.05%
Foreign Large Growth JIGRX Janus Overseas S 28% 3 60 0 2.06% 1.09%
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation 0% 3 60 0 1.02% 1.85%
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg 0% 3 60 0 0.07% 2.44%
Others
Consumer Defensive FDFAX Fidelity Select Consumer Staples 97% 3 60 0 1.01% 5.69%
Financial FSPCX Fidelity Select Insurance 97% 3 60 0 0.81% 9.27%
Industrials FSRFX Fidelity Select Transportation 96% 3 60 0 0.76% 3.18%
Natural Resources FNARX Fidelity Select Natural Resources 96% 3 60 0 0.77% 1.56%
Conservative Allocation FASIX Fidelity Asset Manager 20% 95% 3 60 0 0.83% 3.39%
Moderate Allocation DODBX Dodge & Cox Balanced 93% 3 60 0 0.42% 5.83%
Aggressive Allocation FFNOX Fidelity Four-in-One Index 87% 3 60 0 0.11% 3.53%
Aggressive Allocation FAMRX Fidelity Asset Manager 85% 85% 3 60 0 1.23% 1.47%
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold 78% 3 60 0 0.77% 0.61%
Health FSMEX Fidelity Select Medical Equip & Systems 78% 3 60 0 0.84% 2.09%
Utilities FSUTX Fidelity Select Utilities Portfolio 78% 3 60 0 0.74% 5.74%
Health FBIOX Fidelity Select Biotechnology 77% 3 60 0 0.72% 0.85%
Convertibles FCVSX Fidelity Convertible Securities 77% 3 60 0 1.04% 2.48%
Technology FSCSX Fidelity Select Software & Comp 77% 3 60 0 0.69% 11.29%
Industrials FSDAX Fidelity Select Defense & Aerospace 76% 3 60 0 0.75% 8.46%
Equity Energy FSENX Fidelity Select Energy 76% 3 60 0 0.83% 2.22%
Moderate Allocation FASMX Fidelity Asset Manager 50% 76% 3 60 0 0.92% 2.38%
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemicals 76% 3 60 0 0.75% 11.17%
MISCELLANEOUS SECTOR FBSOX Fidelity Select IT Services 76% 3 60 0 0.73% 11.19%
Utilities FIUIX Fidelity Telecom and Utilities 76% 3 60 0 0.73% 7.17%
Natural Resources FSDPX Fidelity Select Materials 75% 3 60 0 0.76% 5.13%
Health FPHAX Fidelity Select Pharmaceuticals 75% 3 60 0 0.76% 4.74%
Consumer Cyclical FDLSX Fidelity Select Leisure 75% 3 60 0 0.74% 2.82%
Moderate Allocation FASGX Fidelity Asset Manager 70% 75% 3 60 0 0.97% 1.86%
Communications FWRLX Fidelity Select Wireless 75% 3 60 0 0.79% 6.58%
Technology FDCPX Fidelity Select Computers 75% 3 60 0 0.73% 1.34%
Communications FSTCX Fidelity Select Telecommunications 75% 3 60 0 1.13% 2.99%
Health FSHCX Fidelity Select Medical Delivery 74% 3 60 0 0.73% 4.31%
Equity Energy FSESX Fidelity Select Energy Service 74% 3 60 0 0.91% 3.18%
Industrials FCYIX Fidelity Select Industrials 74% 3 60 0 0.76% 6.18%
Equity Energy FSNGX Fidelity Select Natural Gas 74% 3 60 0 0.92% 3.25%
Health FSPHX Fidelity Select Health Care 74% 3 60 0 0.69% 3.32%
MISCELLANEOUS SECTOR FSLEX Fidelity Select Envir and Alt Energy 74% 3 60 0 0.79% 0.5%
Technology FSPTX Fidelity Select Technology 74% 3 60 0 0.7% 0%
Industrials FSAIX Fidelity Select Air Transportation 73% 3 60 0 0.85% 19.53%
Consumer Cyclical FSRPX Fidelity Select Retailing 72% 3 60 0 0.72% 15.41%
MISCELLANEOUS SECTOR FSHOX Fidelity Select Construction & Housing 72% 3 60 0 0.77% 2.28%
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt 72% 3 60 0 0.75% 1.64%
Consumer Cyclical FSCPX Fidelity Select Consumer Discretionary 72% 3 60 0 0.76% 2.94%
MISCELLANEOUS SECTOR FSAVX Fidelity Select Automotive 71% 3 60 0 0.89% 0.97%
Communications FSDCX Fidelity Select Communications Equip 71% 3 60 0 0.87% 12.72%
Communications FBMPX Fidelity Select Multimedia 71% 3 60 0 1.07% 3.63%
Technology FSELX Fidelity Select Electronics 71% 3 60 0 0.69% 8.7%
Financial FSRBX Fidelity Select Banking 70% 3 60 0 0.75% 4.17%
Financial FIDSX Fidelity Select Financial Services 70% 3 60 0 0.75% 2.95%
Moderate Allocation FBAKX Fidelity Balanced K 69% 3 60 0 0.5% 2.7%
Financial FSVLX Fidelity Select Consumer Finance 69% 3 60 0 0.87% 0%
Moderate Allocation FPUKX Fidelity Puritan K 69% 3 60 0 0.5% 5.85%
Industrials FSCGX Fidelity Select Industrial Equipment 32% 3 60 0 0.84% 20.11%
Moderate Allocation JABRX Janus Balanced S 22% 3 60 0 0.7% 1.82%
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000 0% 3 60 0 0.39% 4.72%
Retirement Income FFKAX Fidelity Freedom K Income 0% 3 60 0 0.39% 3.89%
World Allocation FGBLX Fidelity Global Balanced 0% 3 60 0 1.06% 23.93%
Target Date 2050+ FDENX Fidelity Freedom K 2055 0% 3 60 0 0.05% 3.38%
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 0% 3 60 0 0.59% 3.82%
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 0% 3 60 0 0.5% 6.98%
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 0% 3 60 0 0.54% 3.87%
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005 0% 3 60 0 0.46% 5.14%
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045 0% 3 60 0 0.63% 3.92%
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040 0% 3 60 0 0.62% 4.66%
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035 0% 3 60 0 0.62% 4.48%
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 0% 3 60 0 0.58% 4.63%
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015 0% 3 60 0 0.51% 6.93%
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 0% 3 60 0 0.64% 3.89%
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value T 98% 3 60 0 0.91% 9.85%
Small Growth RYVPX Royce Value Plus Svc 97% 3 60 0 1.24% 0%
Mid-Cap Growth NBGEX Neuberger Berman Genesis Tr 96% 3 60 0 0.84% 3.28%
LARGE BLEND FLCSX Fidelity Large Cap Stock 96% 3 60 0 0.76% 3.18%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 6.01%
LARGE VALUE MADVX BlackRock Equity Dividend Instl 91% 3 60 0 1% 7.36%
LARGE GROWTH FTRNX Fidelity Trend 88% 3 60 0 0.58% 5.41%
LARGE GROWTH FTQGX Fidelity Focused Stock 88% 3 60 0 0.47% 0.72%
SMALL VALUE NSVAX Columbia Small Cap Value II Z 86% 3 60 0 1.27% 7.47%
MID-CAP BLEND FSLCX Fidelity Small Cap Stock 82% 3 60 0 0.67% 0.02%
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I 80% 3 60 0 0.74% 0%
LARGE GROWTH NBSTX Neuberger Berman Socially Resp Tr 80% 3 60 0 1.3% 10.3%
SMALL VALUE AVPAX American Beacon Small Cp Val Inv 80% 3 60 0 1.28% 5.48%
Small Growth PRNHX T. Rowe Price New Horizons 80% 3 60 0 0.79% 0%
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp 71% 3 60 0 1.46% 0.27%
LARGE BLEND FGRTX Fidelity Mega Cap Stock 70% 3 60 0 0.51% 2.34%
LARGE GROWTH FBGKX Fidelity Blue Chip Growth K 68% 3 60 0 0.76% 1.16%
LARGE GROWTH FCAKX Fidelity Capital Appreciation K 68% 3 60 0 0.83% 3.91%
LARGE GROWTH FCNKX Fidelity Contrafund K 68% 3 60 0 0.55% 3.87%
LARGE BLEND FFDKX Fidelity K 68% 3 60 0 0.45% 2.85%
LARGE GROWTH FGCKX Fidelity Growth Company K 68% 3 60 0 0.79% 4.47%
Mid-Cap Growth FKMCX Fidelity Mid-Cap Stock K 68% 3 60 0 0.85% 2.98%
LARGE VALUE FEIKX Fidelity Equity-Income K 68% 3 60 0 0.57% 5.01%
MID-CAP VALUE FVLKX Fidelity Value K 68% 3 60 0 0.75% 4.4%
LARGE GROWTH FGDKX Fidelity Growth Discovery K 68% 3 60 0 0.68% 3.1%
LARGE GROWTH FOCKX Fidelity OTC K 67% 3 60 0 0.81% 0.1%
SMALL VALUE HNVIX Heartland Value Plus Inst 67% 3 60 0 1.01% 1.82%
LARGE GROWTH JARTX Janus Forty S 62% 3 60 0 1.64% 10.03%
MID-CAP BLEND FLCKX Fidelity Leveraged Company Stock K 61% 3 60 0 0.74% 13.09%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K 61% 3 60 0 0.82% 17.57%
LARGE VALUE ACSTX Invesco Van Kampen Comstock A 49% 3 60 0 1.55% 8.89%
MID-CAP BLEND CAAPX Ariel Appreciation Investor 46% 3 60 0 1.1% 6.64%
Small Growth MSSMX Morgan Stanley Inst Small Company Gr P 46% 3 60 0 2.1% 0%
Mid-Cap Growth BGRFX Baron Growth Retail 40% 3 60 0 1.3% 1.93%
Mid-Cap Growth BARAX Baron Asset Retail 35% 3 60 0 1.33% 3.84%
Mid-Cap Growth JGRTX Janus Enterprise S 27% 3 60 0 1.14% 8.25%
SMALL BLEND HDPSX Hodges Small Cap 12% 3 60 0 1.36% 5.35%
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional 0% 3 60 0 0.04% 2.05%
MID-CAP BLEND SOPFX Wells Fargo Advantage Opportunity Inv 0% 3 60 0 1.33% 10.6%
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg 0% 3 60 0 0.04% 0%
Mid-Cap Growth MCMYX Managers Cadence Mid Cap Admin 0% 3 60 0 0.87% 2.49%
Mid-Cap Growth STCSX Wells Fargo Advantage Common Stock Inv 0% 3 60 0 1.3% 11.1%
LARGE GROWTH FEXKX Fidelity Export & Multinational K 0% 3 60 0 0.74% 1.71%
MID-CAP VALUE FMIVX Virtus Mid-Cap Value A 0% 3 60 0 1.47% 20.14%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 4.47%
LARGE VALUE UMBIX Columbia Value & Restructuring Z 0% 3 60 0 0.97% 13.86%
MID-CAP VALUE FPPTX FPA Capital 0% 3 60 0 0.92% 4.68%
LARGE GROWTH FDFKX Fidelity Independence K 0% 3 60 0 0.77% 8.93%
LARGE GROWTH JGORX Janus S 0% 3 60 0 1.15% 5.02%
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income 92% 3 60 0 1.16% 5.91%
High Yield Bond FAGIX Fidelity Capital & Income 91% 3 60 0 0.93% 5.64%
Intermediate Government FGOVX Fidelity Government Income 91% 3 60 0 0.76% 2.81%
Emerging Markets Bond FNMIX Fidelity New Markets Income 89% 3 60 0 0.82% 5.85%
Intermediate Government FGMNX Fidelity GNMA Fund 87% 3 60 0 0.45% 3.5%
Intermediate-Term Bond MGFIX Managers Bond 81% 3 60 0 0.68% 3.2%
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond 78% 3 60 0 0.45% 3.24%
WORLD BOND CGFIX Aberdeen Global Fixed Income Instl Svc 76% 3 60 0 0.67% 9.69%
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond 76% 3 60 0 0.76% 3.78%
Multisector Bond FSICX Fidelity Strategic Income 74% 3 60 0 0.7% 3.83%
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 3.81%
Intermediate-Term Bond NCRIX Neuberger Berman Core Bond Inv 52% 3 60 0 1.54% 4.07%
High Yield Bond PHYAX PIMCO High Yield Admin 52% 3 60 0 0.66% 5.87%
Intermediate-Term Bond JADFX Janus Flexible Bond S 18% 3 60 0 0.57% 4.04%
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg 0% 3 60 0 0.11% 2.65%
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond 0% 3 60 0 0.45% 5.42%
WORLD BOND PADMX PIMCO Global Bond (Unhedged) Admin 0% 3 60 0 0.57% 10.28%
Intermediate Government STVSX Wells Fargo Advantage Government Sec Inv 0% 3 60 0 0.89% 0.82%
LONG GOVERNMENT PLGBX PIMCO Long-Term US Government Admin 0% 3 60 0 0.82% 6.8%
Average Expense Ratio: 0.82%
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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.


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