MyPlanIQ 401k Investor Swedish Health Services 403(b) Retirement Plan

Swedish Health Services 403(b) Retirement Plan Investment Model Portfolios

This Plan is unrated.
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SWEDISH HEALTH SERVICES 403(B) RETIREMENT PLAN
Investment Options
Total Available Funds: 186
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE FRIFX Fidelity Real Estate Income
Global Real Estate FIREX Fidelity International Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
China Region FHKCX Fidelity China Region
Latin America Stock FLATX Fidelity Latin America
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FDIVX Fidelity Diversified International
Total Available Funds: 186
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE FRIFX Fidelity Real Estate Income
Global Real Estate FIREX Fidelity International Real Estate
REAL ESTATE FSRVX Fidelity Spartan Real Estate Idx Advtg
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
China Region FHKCX Fidelity China Region
Latin America Stock FLATX Fidelity Latin America
DIVERSIFIED EMERGING MKTS FEDDX Fidelity Emerg Mkts Discv
DIVERSIFIED EMERGING MKTS FPMAX Fidelity Spartan EMkts Idx Advtg
DIVERSIFIED EMERGING MKTS FTEMX Fidelity Total Emerg Mkts
DIVERSIFIED EMERGING MKTS FLILX Strategic Advisers Emerg Mkts Fd of Fds
DIVERSIFIED EMERGING MKTS FEMEX Fidelity EMEA
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Blend FOSFX Fidelity Overseas
JAPAN STOCK FJPNX Fidelity Japan
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
Foreign Large Growth FIVFX Fidelity International Capital Apprec
FOREIGN SMALL/MID GROWTH FSCOX Fidelity International Small Cap Opp
Foreign Large Growth FIGFX Fidelity International Growth
Foreign Large Blend FTIEX Fidelity Total International Equity
Foreign Large Value FIVLX Fidelity International Value
EUROPE STOCK FIEUX Fidelity Europe
JAPAN STOCK FJSCX Fidelity Japan Smaller Companies
Foreign Large Growth FICDX Fidelity Canada
EUROPE STOCK FNORX Fidelity Nordic
WORLD STOCK FGILX Fidelity Global Equity Income
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation
Foreign Large Blend FMJDX Strategic Advisers Intl Multi-Mgr
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
Foreign Large Blend FIENX Fidelity International Enhanced Index
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US 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 FTANX Fidelity Asset Manager 30%
Conservative Allocation FASIX Fidelity Asset Manager 20%
Conservative Allocation FSRRX Fidelity Strategic Real Return
Aggressive Allocation FFNOX Fidelity Four-in-One Index
Aggressive Allocation FAMRX Fidelity Asset Manager 85%
Moderate Allocation FPURX Fidelity Puritan
Moderate Allocation FBALX Fidelity Balanced
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
Technology FSCSX Fidelity Select Software & Comp
Industrials FSDAX Fidelity Select Defense & Aerospace
Convertibles FCVSX Fidelity Convertible Securities
Equity Energy FSENX Fidelity Select Energy
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemicals
MISCELLANEOUS SECTOR FBSOX Fidelity Select IT Services
Utilities FIUIX Fidelity Telecom and Utilities
Moderate Allocation FASMX Fidelity Asset Manager 50%
Natural Resources FSDPX Fidelity Select Materials
Health FPHAX Fidelity Select Pharmaceuticals
Consumer Cyclical FDLSX Fidelity Select Leisure
Communications FWRLX Fidelity Select Wireless
Technology FDCPX Fidelity Select Computers
Communications FSTCX Fidelity Select Telecommunications
Moderate Allocation FASGX Fidelity Asset Manager 70%
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
Conservative Allocation FFANX Fidelity Asset Manager 40%
Technology FSELX Fidelity Select Electronics
Financial FSRBX Fidelity Select Banking
Financial FIDSX Fidelity Select Financial Services
Financial FSVLX Fidelity Select Consumer Finance
Moderate Allocation FSANX Fidelity Asset Manager 60%
Industrials FSCGX Fidelity Select Industrial Equipment
Natural Resources FFGCX Fidelity Global Cmdty Stk
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000
Retirement Income FFKAX Fidelity Freedom K Income
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
ROOT FSLXX
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
World Allocation FGBLX Fidelity Global Balanced
World Allocation FDYSX Fidelity Global Strategies
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015
US EQUITY
LARGE GROWTH FFIDX Fidelity
LARGE BLEND FDGFX Fidelity Dividend Growth
MID-CAP VALUE FDVLX Fidelity Value
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE VALUE FEQTX Fidelity Equity Dividend Income
LARGE BLEND FLCSX Fidelity Large Cap Stock
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FDEQX Fidelity Disciplined Equity
LARGE BLEND FGRIX Fidelity Growth & Income
LARGE GROWTH FOCPX Fidelity OTC
SMALL VALUE FCPVX Fidelity Small Cap Value
LARGE GROWTH FDGRX Fidelity Growth Company
SMALL BLEND FSCRX Fidelity Small Cap Discovery
LARGE GROWTH FDSVX Fidelity Growth Discovery
LARGE GROWTH FTRNX Fidelity Trend
LARGE GROWTH FTQGX Fidelity Focused Stock
Small Growth FCPGX Fidelity Small Cap Growth
LARGE GROWTH FMILX Fidelity New Millennium
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock
LARGE GROWTH FNCMX Fidelity Nasdaq Composite Index
MID-CAP BLEND FSLCX Fidelity Small Cap Stock
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
LARGE GROWTH FMAGX Fidelity Magellan
MID-CAP BLEND FSLSX Fidelity Value Strategies
LARGE GROWTH FDSSX Fidelity Stock Selector All Cap
LARGE VALUE FSLVX Fidelity Stock Selec Lg Cp Val
LARGE VALUE FSDIX Fidelity Strategic Dividend & Income
LARGE GROWTH FDCAX Fidelity Capital Appreciation
Mid-Cap Growth FDEGX Fidelity Growth Strategies
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp
LARGE VALUE FBCVX Fidelity Blue Chip Value
LARGE BLEND FGRTX Fidelity Mega Cap Stock
LARGE BLEND FVDFX Fidelity Value Discovery
LARGE GROWTH FFTYX Fidelity Fifty
Mid-Cap Growth FSSMX Fidelity Stock Selector Mid Cp
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
LARGE BLEND FLCEX Fidelity Large Cap Core Enhanced Index
SMALL BLEND FNAPX Strategic Advisers Sm-Mid Cp Multi-Mgr
LARGE VALUE FLVEX Fidelity Large Cap Value Enhanced Index
LARGE GROWTH FMELX Fidelity Strat Advs Gr Multi-Mgr
MID-CAP BLEND FSCKX Fidelity Spartan Mid Cap Idx Advtg
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index
SMALL BLEND FSSVX Fidelity Spartan Sm Cp Idx Advtg
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg
LARGE GROWTH FDFFX Fidelity Independence
LARGE GROWTH FEXPX Fidelity Export & Multinational
SMALL BLEND FCPEX Fidelity Small Cap Enhanced Index
LARGE GROWTH FLGEX Fidelity Large Cap Growth Enhanced Index
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
LARGE VALUE FKMOX Fidelity Strat Advs Val Multi-Mgr
LARGE BLEND FLAUX Fidelity Strat Advs Cor Multi-Mgr
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond
Intermediate Government FSTGX Fidelity Intermediate Government Inc
Bank Loan FFRHX Fidelity Floating Rate High 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
High Yield Bond FHIFX Fidelity Focused High Income
Intermediate Government FGMNX Fidelity GNMA Fund
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Multisector Bond FSICX Fidelity Strategic Income
Intermediate-Term Bond FCBFX Fidelity Corporate Bond
WORLD BOND FGBFX Fidelity Global Bond
Intermediate-Term Bond FWHBX Strategic Advisers Core Inc Multi-Mgr
LONG GOVERNMENT FLBAX Fidelity Spartan L/T Tr Bd Idx Fid Advt
Inflation-Protected Bond FSIYX Fidelity Spartan Infl-Prot Bd Idx Fid Ad
ULTRASHORT BOND FCONX Fidelity Conservative Income Bond
Intermediate Government FIBAX Fidelity Spartan Interm Trs Bd Idx Advtg
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg
High Yield Bond FGHNX Fidelity Global High Income
WORLD BOND FINUX Fidelity International Bond
High Yield Bond FSADX Strategic Advisers Inc Opps Fd of Fds
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond
ULTRASHORT BOND FUSFX Fidelity Ultra-Short Bond
SHORT GOVERNMENT FSBAX Fidelity Spartan S/T Tr Bd Idx Fid Advt
Total Available Funds: 186
  • 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% 2.07%
REAL ESTATE FRIFX Fidelity Real Estate Income 88% 3 60 0 0.71% 4.72%
Global Real Estate FIREX Fidelity International Real Estate 84% 3 60 0 1.2% 4.68%
REAL ESTATE FSRVX Fidelity Spartan Real Estate Idx Advtg 0% 3 60 0 0.12% 3.34%
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets 82% 3 60 0 0.9% 0.64%
China Region FHKCX Fidelity China Region 63% 3 60 0 1.53% 1.52%
Latin America Stock FLATX Fidelity Latin America 57% 3 60 0 0.86% 6.89%
DIVERSIFIED EMERGING MKTS FEDDX Fidelity Emerg Mkts Discv 36% 3 60 0 1.19% 3.67%
DIVERSIFIED EMERGING MKTS FPMAX Fidelity Spartan EMkts Idx Advtg 0% 3 60 0 0.22% 1.87%
DIVERSIFIED EMERGING MKTS FTEMX Fidelity Total Emerg Mkts 0% 3 60 0 1.1% 121%
DIVERSIFIED EMERGING MKTS FLILX Strategic Advisers Emerg Mkts Fd of Fds 0% 3 60 0 1.3% 0.01%
DIVERSIFIED EMERGING MKTS FEMEX Fidelity EMEA 0% 3 60 0 1.31% 6.42%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin 100% 3 60 0 1.12% 5.94%
WORLD STOCK FWWFX Fidelity Worldwide 99% 3 60 0 0.95% 0.81%
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 1.96%
Foreign Large Blend FIGRX Fidelity International Discovery 90% 3 60 0 0.99% 2.78%
Foreign Large Blend FOSFX Fidelity Overseas 88% 3 60 0 0.95% 1.33%
JAPAN STOCK FJPNX Fidelity Japan 86% 3 60 0 1.13% 2.54%
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap 82% 3 60 0 1.43% 2.47%
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia 78% 3 60 0 1.18% 0%
Foreign Large Growth FIVFX Fidelity International Capital Apprec 76% 3 60 0 0.8% 0.75%
FOREIGN SMALL/MID GROWTH FSCOX Fidelity International Small Cap Opp 76% 3 60 0 1.3% 1.48%
Foreign Large Growth FIGFX Fidelity International Growth 72% 3 60 0 0.89% 0.41%
Foreign Large Blend FTIEX Fidelity Total International Equity 71% 3 60 0 1.55% 1.55%
Foreign Large Value FIVLX Fidelity International Value 65% 3 60 0 1.55% 2.75%
EUROPE STOCK FIEUX Fidelity Europe 61% 3 60 0 0.76% 3.05%
JAPAN STOCK FJSCX Fidelity Japan Smaller Companies 59% 3 60 0 0.91% 2.29%
Foreign Large Growth FICDX Fidelity Canada 52% 3 60 0 0.86% 1.34%
EUROPE STOCK FNORX Fidelity Nordic 50% 3 60 0 0.94% 3.43%
WORLD STOCK FGILX Fidelity Global Equity Income 16% 3 60 0 0.98% 1.26%
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation 0% 3 60 0 1.02% 1.85%
Foreign Large Blend FMJDX Strategic Advisers Intl Multi-Mgr 0% 3 60 0 1.2% 16.47%
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg 0% 3 60 0 0.07% 2.44%
Foreign Large Blend FIENX Fidelity International Enhanced Index 0% 3 60 0 0.63% 5.66%
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US Idx Advtg 0% 3 60 0 0.18% 2.29%
Others
Consumer Defensive FDFAX Fidelity Select Consumer Staples 97% 3 60 0 1.01% 1.85%
Financial FSPCX Fidelity Select Insurance 97% 3 60 0 0.81% 1.12%
Industrials FSRFX Fidelity Select Transportation 96% 3 60 0 0.76% 1.38%
Natural Resources FNARX Fidelity Select Natural Resources 96% 3 60 0 0.77% 1.51%
Conservative Allocation FTANX Fidelity Asset Manager 30% 95% 3 60 0 0.83% 2.75%
Conservative Allocation FASIX Fidelity Asset Manager 20% 95% 3 60 0 0.83% 3.01%
Conservative Allocation FSRRX Fidelity Strategic Real Return 94% 3 60 0 0.95% 3.55%
Aggressive Allocation FFNOX Fidelity Four-in-One Index 87% 3 60 0 0.11% 6.38%
Aggressive Allocation FAMRX Fidelity Asset Manager 85% 85% 3 60 0 1.23% 3.45%
Moderate Allocation FPURX Fidelity Puritan 81% 3 60 0 0.5% 1.72%
Moderate Allocation FBALX Fidelity Balanced 79% 3 60 0 0.5% 1.87%
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold 78% 3 60 0 0.77% 3.23%
Health FSMEX Fidelity Select Medical Equip & Systems 78% 3 60 0 0.84% 9.9%
Utilities FSUTX Fidelity Select Utilities Portfolio 78% 3 60 0 0.74% 2.16%
Health FBIOX Fidelity Select Biotechnology 77% 3 60 0 0.72% 1.1%
Technology FSCSX Fidelity Select Software & Comp 77% 3 60 0 0.69% 10.61%
Industrials FSDAX Fidelity Select Defense & Aerospace 76% 3 60 0 0.75% 4.13%
Convertibles FCVSX Fidelity Convertible Securities 76% 3 60 0 1.04% 3.3%
Equity Energy FSENX Fidelity Select Energy 76% 3 60 0 0.83% 1.85%
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemicals 76% 3 60 0 0.75% 0.95%
MISCELLANEOUS SECTOR FBSOX Fidelity Select IT Services 76% 3 60 0 0.73% 0.09%
Utilities FIUIX Fidelity Telecom and Utilities 75% 3 60 0 0.73% 2.98%
Moderate Allocation FASMX Fidelity Asset Manager 50% 75% 3 60 0 0.92% 3.22%
Natural Resources FSDPX Fidelity Select Materials 75% 3 60 0 0.76% 0.9%
Health FPHAX Fidelity Select Pharmaceuticals 75% 3 60 0 0.76% 1.14%
Consumer Cyclical FDLSX Fidelity Select Leisure 75% 3 60 0 0.74% 4.82%
Communications FWRLX Fidelity Select Wireless 75% 3 60 0 0.79% 1.06%
Technology FDCPX Fidelity Select Computers 75% 3 60 0 0.73% 8.24%
Communications FSTCX Fidelity Select Telecommunications 75% 3 60 0 1.13% 2.49%
Moderate Allocation FASGX Fidelity Asset Manager 70% 75% 3 60 0 0.97% 4.54%
Health FSHCX Fidelity Select Medical Delivery 74% 3 60 0 0.73% 0.52%
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% 0.96%
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% 1.98%
MISCELLANEOUS SECTOR FSLEX Fidelity Select Envir and Alt Energy 74% 3 60 0 0.79% 0.41%
Technology FSPTX Fidelity Select Technology 74% 3 60 0 0.7% 7.62%
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% 4.2%
MISCELLANEOUS SECTOR FSHOX Fidelity Select Construction & Housing 72% 3 60 0 0.77% 1.38%
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt 72% 3 60 0 0.75% 0.83%
Consumer Cyclical FSCPX Fidelity Select Consumer Discretionary 72% 3 60 0 0.76% 1.04%
MISCELLANEOUS SECTOR FSAVX Fidelity Select Automotive 71% 3 60 0 0.89% 0.92%
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% 4.22%
Conservative Allocation FFANX Fidelity Asset Manager 40% 71% 3 60 0 0.57% 2.14%
Technology FSELX Fidelity Select Electronics 71% 3 60 0 0.69% 8.78%
Financial FSRBX Fidelity Select Banking 70% 3 60 0 0.75% 2.45%
Financial FIDSX Fidelity Select Financial Services 70% 3 60 0 0.75% 1.65%
Financial FSVLX Fidelity Select Consumer Finance 69% 3 60 0 0.87% 0%
Moderate Allocation FSANX Fidelity Asset Manager 60% 68% 3 60 0 1.24% 3.26%
Industrials FSCGX Fidelity Select Industrial Equipment 32% 3 60 0 0.84% 20.11%
Natural Resources FFGCX Fidelity Global Cmdty Stk 28% 3 60 0 1.94% 2.46%
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%
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%
ROOT FSLXX 0% 3 60 0 0.3% NA
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 0% 3 60 0 0.64% 3.89%
World Allocation FGBLX Fidelity Global Balanced 0% 3 60 0 1.06% 23.93%
World Allocation FDYSX Fidelity Global Strategies 0% 3 60 0 1.08% 15.89%
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%
US EQUITY
LARGE GROWTH FFIDX Fidelity 100% 3 60 0 0.46% 0%
LARGE BLEND FDGFX Fidelity Dividend Growth 99% 3 60 0 0.77% 7.38%
MID-CAP VALUE FDVLX Fidelity Value 99% 3 60 0 0.76% 1.14%
LARGE GROWTH FBGRX Fidelity Blue Chip Growth 99% 3 60 0 0.69% 6.48%
LARGE VALUE FEQIX Fidelity Equity-Income 98% 3 60 0 0.57% 4.66%
LARGE VALUE FEQTX Fidelity Equity Dividend Income 97% 3 60 0 0.58% 7.43%
LARGE BLEND FLCSX Fidelity Large Cap Stock 96% 3 60 0 0.76% 0.89%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 0.95%
LARGE BLEND FDEQX Fidelity Disciplined Equity 96% 3 60 0 0.37% 9.14%
LARGE BLEND FGRIX Fidelity Growth & Income 95% 3 60 0 0.58% 4.97%
LARGE GROWTH FOCPX Fidelity OTC 94% 3 60 0 0.81% 13.46%
SMALL VALUE FCPVX Fidelity Small Cap Value 91% 3 60 0 1.5% 0.57%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 9.29%
SMALL BLEND FSCRX Fidelity Small Cap Discovery 90% 3 60 0 1.07% 0.24%
LARGE GROWTH FDSVX Fidelity Growth Discovery 89% 3 60 0 0.68% 12.28%
LARGE GROWTH FTRNX Fidelity Trend 88% 3 60 0 0.58% 18.73%
LARGE GROWTH FTQGX Fidelity Focused Stock 88% 3 60 0 0.47% 0.37%
Small Growth FCPGX Fidelity Small Cap Growth 87% 3 60 0 1.32% 1%
LARGE GROWTH FMILX Fidelity New Millennium 87% 3 60 0 0.89% 0.21%
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock 85% 3 60 0 0.74% 0.8%
LARGE GROWTH FNCMX Fidelity Nasdaq Composite Index 84% 3 60 0 0.29% 0.68%
MID-CAP BLEND FSLCX Fidelity Small Cap Stock 82% 3 60 0 0.67% 6.2%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock 77% 3 60 0 0.75% 0.64%
MID-CAP VALUE FSMVX Fidelity Mid Cap Value 76% 3 60 0 1.08% 4.3%
LARGE GROWTH FMAGX Fidelity Magellan 75% 3 60 0 0.52% 5.04%
MID-CAP BLEND FSLSX Fidelity Value Strategies 74% 3 60 0 1.15% 0.76%
LARGE GROWTH FDSSX Fidelity Stock Selector All Cap 74% 3 60 0 0.66% 4.99%
LARGE VALUE FSLVX Fidelity Stock Selec Lg Cp Val 73% 3 60 0 1.94% 1.25%
LARGE VALUE FSDIX Fidelity Strategic Dividend & Income 73% 3 60 0 0.68% 4.55%
LARGE GROWTH FDCAX Fidelity Capital Appreciation 73% 3 60 0 0.83% 0.24%
Mid-Cap Growth FDEGX Fidelity Growth Strategies 72% 3 60 0 0.72% 8.54%
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp 70% 3 60 0 1.46% 0.75%
LARGE VALUE FBCVX Fidelity Blue Chip Value 70% 3 60 0 0.63% 8.38%
LARGE BLEND FGRTX Fidelity Mega Cap Stock 70% 3 60 0 0.51% 2.82%
LARGE BLEND FVDFX Fidelity Value Discovery 67% 3 60 0 0.8% 4.7%
LARGE GROWTH FFTYX Fidelity Fifty 20% 3 60 0 1.65% 20.42%
Mid-Cap Growth FSSMX Fidelity Stock Selector Mid Cp 2% 3 60 0 0.72% 0.58%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 1.78%
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional 0% 3 60 0 0.04% 2.05%
LARGE BLEND FLCEX Fidelity Large Cap Core Enhanced Index 0% 3 60 0 0.39% 2.34%
SMALL BLEND FNAPX Strategic Advisers Sm-Mid Cp Multi-Mgr 0% 3 60 0 1.2% 17.59%
LARGE VALUE FLVEX Fidelity Large Cap Value Enhanced Index 0% 3 60 0 0.39% 7.33%
LARGE GROWTH FMELX Fidelity Strat Advs Gr Multi-Mgr 0% 3 60 0 0.92% 34.92%
MID-CAP BLEND FSCKX Fidelity Spartan Mid Cap Idx Advtg 0% 3 60 0 0.14% 2.71%
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index 0% 3 60 0 0.45% 4.2%
SMALL BLEND FSSVX Fidelity Spartan Sm Cp Idx Advtg 0% 3 60 0 0.24% 3.31%
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg 0% 3 60 0 0.04% 0%
LARGE GROWTH FDFFX Fidelity Independence 0% 3 60 0 0.85% 30.87%
LARGE GROWTH FEXPX Fidelity Export & Multinational 0% 3 60 0 0.74% 0.48%
SMALL BLEND FCPEX Fidelity Small Cap Enhanced Index 0% 3 60 0 0.55% 1.76%
LARGE GROWTH FLGEX Fidelity Large Cap Growth Enhanced Index 0% 3 60 0 0.39% 1.33%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 4.47%
LARGE VALUE FKMOX Fidelity Strat Advs Val Multi-Mgr 0% 3 60 0 0.99% 30.13%
LARGE BLEND FLAUX Fidelity Strat Advs Cor Multi-Mgr 0% 3 60 0 0.98% 30.54%
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond 100% 3 60 0 0.5% 3.84%
Intermediate Government FSTGX Fidelity Intermediate Government Inc 97% 3 60 0 0.45% 2.84%
Bank Loan FFRHX Fidelity Floating Rate High Income 93% 3 60 0 1.03% 6.49%
High Yield Bond SPHIX Fidelity High Income 91% 3 60 0 1.16% 5.83%
High Yield Bond FAGIX Fidelity Capital & Income 91% 3 60 0 0.93% 4.58%
Intermediate Government FGOVX Fidelity Government Income 91% 3 60 0 0.76% 3.47%
Emerging Markets Bond FNMIX Fidelity New Markets Income 89% 3 60 0 0.82% 4.36%
High Yield Bond FHIFX Fidelity Focused High Income 88% 3 60 0 0.75% 4.27%
Intermediate Government FGMNX Fidelity GNMA Fund 87% 3 60 0 0.45% 3.52%
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt 87% 3 60 0 0.3% 2.8%
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 3 60 0 0.5% 4.05%
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond 78% 3 60 0 0.45% 3.24%
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs 78% 3 60 0 0.45% 3.9%
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond 76% 3 60 0 0.76% 3.56%
Multisector Bond FSICX Fidelity Strategic Income 74% 3 60 0 0.7% 3.83%
Intermediate-Term Bond FCBFX Fidelity Corporate Bond 33% 3 60 0 0.81% 3.71%
WORLD BOND FGBFX Fidelity Global Bond 26% 3 60 0 0.5% 3.3%
Intermediate-Term Bond FWHBX Strategic Advisers Core Inc Multi-Mgr 0% 3 60 0 NA 1.99%
LONG GOVERNMENT FLBAX Fidelity Spartan L/T Tr Bd Idx Fid Advt 0% 3 60 0 0.07% 2.86%
Inflation-Protected Bond FSIYX Fidelity Spartan Infl-Prot Bd Idx Fid Ad 0% 3 60 0 0.09% 1.42%
ULTRASHORT BOND FCONX Fidelity Conservative Income Bond 0% 3 60 0 0.35% 2.25%
Intermediate Government FIBAX Fidelity Spartan Interm Trs Bd Idx Advtg 0% 3 60 0 0.07% 2.11%
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg 0% 3 60 0 0.11% 2.65%
High Yield Bond FGHNX Fidelity Global High Income 0% 3 60 0 0.9% 6%
WORLD BOND FINUX Fidelity International Bond 0% 3 60 0 0.75% 2.01%
High Yield Bond FSADX Strategic Advisers Inc Opps Fd of Fds 0% 3 60 0 NA 4.64%
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond 0% 3 60 0 0.45% 5.42%
ULTRASHORT BOND FUSFX Fidelity Ultra-Short Bond 0% 3 60 0 0.45% 0.16%
SHORT GOVERNMENT FSBAX Fidelity Spartan S/T Tr Bd Idx Fid Advt 0% 3 60 0 0.07% 1.53%
Average Expense Ratio: 0.76%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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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*
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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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