MyPlanIQ 401k Investor Indiana University and Purdue University at Indianapolis 403b plan

Indiana University and Purdue University at Indianapolis 403b plan

This Plan is unrated.
Investment Options
Total Available Funds: 81
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets K
Latin America Stock FLATX Fidelity Latin America
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
WORLD STOCK FWWFX Fidelity Worldwide
JAPAN STOCK FJPNX Fidelity Japan
Others
Conservative Allocation FASIX Fidelity Asset Manager 20%
Aggressive Allocation FAMRX Fidelity Asset Manager 85%
Convertibles FCVSX Fidelity Convertible Securities
Total Available Funds: 81
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets K
Latin America Stock FLATX Fidelity Latin America
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
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
Foreign Large Blend FOSKX Fidelity Overseas K
EUROPE STOCK FIEUX Fidelity Europe
Miscellaneous Region FICDX Fidelity Canada
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation
Others
Conservative Allocation FASIX Fidelity Asset Manager 20%
Aggressive Allocation FAMRX Fidelity Asset Manager 85%
Convertibles FCVSX Fidelity Convertible Securities
Moderate Allocation FASMX Fidelity Asset Manager 50%
Moderate Allocation FASGX Fidelity Asset Manager 70%
Utilities FIUIX Fidelity Telecom and Utilities
Moderate Allocation FBAKX Fidelity Balanced K
Moderate Allocation FPUKX Fidelity Puritan K
ROOT CASH FID TREASURY ONLY MM
ROOT CASH FID RETIRE MMKT
ROOT CASH FID RET GOVT MM
World Allocation FGBLX Fidelity Global Balanced
Retirement Income FFKAX Fidelity Freedom K Income
Target Date 2051+ FDENX Fidelity Freedom K 2055
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
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 2026-2030 FFKEX Fidelity Freedom K 2030
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond
Intermediate Government FSTGX Fidelity Intermediate Government Inc
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 FTBFX Fidelity Total Bond
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Intermediate-Term Bond FXSTX Spartan U.S. Bond Index Instl
US EQUITY
SMALL BLEND FSCRX Fidelity Small Cap Discovery
LARGE GROWTH FTRNX Fidelity Trend
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp
LARGE GROWTH FBGKX Fidelity Blue Chip Growth K
LARGE GROWTH FCAKX Fidelity Capital Appreciation K
Mid-Cap Growth FAGKX Fidelity Growth Strategies K
LARGE GROWTH FCNKX Fidelity Contrafund K
LARGE GROWTH FFDKX Fidelity K
Mid-Cap Growth FKMCX Fidelity Mid-Cap Stock K
LARGE GROWTH FGCKX Fidelity Growth Company K
LARGE VALUE FEIKX Fidelity Equity-Income K
LARGE GROWTH FGDKX Fidelity Growth Discovery K
LARGE VALUE FETKX Fidelity Equity Dividend Income K
LARGE GROWTH FMGKX Fidelity Magellan K
MID-CAP VALUE FVLKX Fidelity Value K
LARGE GROWTH FOCKX Fidelity OTC K
LARGE GROWTH FSSKX Fidelity Stock Selector All Cap K
LARGE BLEND FDEKX Fidelity Disciplined Equity K
LARGE BLEND FDGKX Fidelity Dividend Growth K
LARGE BLEND FGIKX Fidelity Growth & Income K
MID-CAP BLEND FLCKX Fidelity Leveraged Company Stock K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
MID-CAP BLEND FVSKX Fidelity Value Strategies K
LARGE BLEND AMANX Amana Trust Income
LARGE GROWTH AMAGX Amana Trust Growth
LARGE GROWTH FFTYX Fidelity Fifty
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
LARGE GROWTH FDFKX Fidelity Independence K
LARGE GROWTH FEXKX Fidelity Export & Multinational K
Total Available Funds: 81
  • 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 97% 3 60 0 0.72% 2.28%
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets K 74% 3 60 0 0.9% 1.22%
Latin America Stock FLATX Fidelity Latin America 57% 3 60 0 0.86% 4.27%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin 100% 3 60 0 1.12% 5.52%
WORLD STOCK FWWFX Fidelity Worldwide 99% 3 60 0 0.95% 0.84%
JAPAN STOCK FJPNX Fidelity Japan 86% 3 60 0 1.13% 3.84%
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% 0.36%
Foreign Large Blend FDIKX Fidelity Diversified International K 72% 3 60 0 0.99% 4.5%
Foreign Large Blend FIDKX Fidelity International Discovery K 72% 3 60 0 0.99% 2.07%
Foreign Large Blend FOSKX Fidelity Overseas K 71% 3 60 0 0.95% 1.16%
EUROPE STOCK FIEUX Fidelity Europe 61% 3 60 0 0.76% 1.66%
Miscellaneous Region FICDX Fidelity Canada 53% 3 60 0 0.86% 3.47%
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg 0% 3 60 0 0.07% 2.62%
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation 0% 3 60 0 1.02% 1.57%
Others
Conservative Allocation FASIX Fidelity Asset Manager 20% 94% 3 60 0 0.83% 3.2%
Aggressive Allocation FAMRX Fidelity Asset Manager 85% 85% 3 60 0 1.23% 4.33%
Convertibles FCVSX Fidelity Convertible Securities 77% 3 60 0 1.04% 2.12%
Moderate Allocation FASMX Fidelity Asset Manager 50% 76% 3 60 0 0.92% 2.14%
Moderate Allocation FASGX Fidelity Asset Manager 70% 75% 3 60 0 0.97% 1.67%
Utilities FIUIX Fidelity Telecom and Utilities 75% 3 60 0 0.73% 3.96%
Moderate Allocation FBAKX Fidelity Balanced K 69% 3 60 0 0.5% 1.66%
Moderate Allocation FPUKX Fidelity Puritan K 69% 3 60 0 0.5% 4.37%
ROOT CASH FID TREASURY ONLY MM 0% 3 60 0 NA 4.14%
ROOT CASH FID RETIRE MMKT 0% 3 60 0 NA 4.14%
ROOT CASH FID RET GOVT MM 0% 3 60 0 NA 4.14%
World Allocation FGBLX Fidelity Global Balanced 0% 3 60 0 1.06% 6.65%
Retirement Income FFKAX Fidelity Freedom K Income 0% 3 60 0 0.39% 1.34%
Target Date 2051+ FDENX Fidelity Freedom K 2055 0% 3 60 0 0.05% 0%
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 0% 3 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045 0% 3 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040 0% 3 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035 0% 3 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 0% 3 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 0% 3 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 0% 3 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015 0% 3 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 0% 3 60 0 0.5% 2.15%
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005 0% 3 60 0 0.46% 1.44%
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000 0% 3 60 0 0.39% 2.83%
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond 100% 3 60 0 0.5% 3.29%
Intermediate Government FSTGX Fidelity Intermediate Government Inc 97% 3 60 0 0.45% 1.64%
High Yield Bond FAGIX Fidelity Capital & Income 92% 3 60 0 0.93% 4.03%
Intermediate Government FGOVX Fidelity Government Income 91% 3 60 0 0.76% 1.87%
Emerging Markets Bond FNMIX Fidelity New Markets Income 89% 3 60 0 0.82% 3.93%
Intermediate Government FGMNX Fidelity GNMA Fund 87% 3 60 0 0.45% 2.87%
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 3 60 0 0.5% 3.24%
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond 78% 3 60 0 0.45% 3.11%
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond 76% 3 60 0 0.76% 3.71%
Intermediate-Term Bond FXSTX Spartan U.S. Bond Index Instl 0% 3 60 0 0.03% 2.75%
US EQUITY
SMALL BLEND FSCRX Fidelity Small Cap Discovery 90% 3 60 0 1.07% 1.16%
LARGE GROWTH FTRNX Fidelity Trend 88% 3 60 0 0.58% 0.04%
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp 71% 3 60 0 1.46% 0.22%
LARGE GROWTH FBGKX Fidelity Blue Chip Growth K 68% 3 60 0 0.76% 0.62%
LARGE GROWTH FCAKX Fidelity Capital Appreciation K 68% 3 60 0 0.83% 3.45%
Mid-Cap Growth FAGKX Fidelity Growth Strategies K 68% 3 60 0 0.72% 0%
LARGE GROWTH FCNKX Fidelity Contrafund K 68% 3 60 0 0.55% 4.38%
LARGE GROWTH FFDKX Fidelity K 68% 3 60 0 0.45% 0.87%
Mid-Cap Growth FKMCX Fidelity Mid-Cap Stock K 68% 3 60 0 0.85% 0.31%
LARGE GROWTH FGCKX Fidelity Growth Company K 68% 3 60 0 0.79% 4.92%
LARGE VALUE FEIKX Fidelity Equity-Income K 68% 3 60 0 0.57% 4.28%
LARGE GROWTH FGDKX Fidelity Growth Discovery K 68% 3 60 0 0.68% 2.57%
LARGE VALUE FETKX Fidelity Equity Dividend Income K 68% 3 60 0 0.58% 7.23%
LARGE GROWTH FMGKX Fidelity Magellan K 68% 3 60 0 0.68% 11.94%
MID-CAP VALUE FVLKX Fidelity Value K 68% 3 60 0 0.75% 3.87%
LARGE GROWTH FOCKX Fidelity OTC K 67% 3 60 0 0.81% 0.09%
LARGE GROWTH FSSKX Fidelity Stock Selector All Cap K 67% 3 60 0 0.66% 0.31%
LARGE BLEND FDEKX Fidelity Disciplined Equity K 65% 3 60 0 0.62% 4.71%
LARGE BLEND FDGKX Fidelity Dividend Growth K 65% 3 60 0 0.48% 3.58%
LARGE BLEND FGIKX Fidelity Growth & Income K 64% 3 60 0 0.57% 2.9%
MID-CAP BLEND FLCKX Fidelity Leveraged Company Stock K 61% 3 60 0 0.74% 8.84%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K 60% 3 60 0 0.82% 18.74%
MID-CAP BLEND FVSKX Fidelity Value Strategies K 60% 3 60 0 0.75% 1.92%
LARGE BLEND AMANX Amana Trust Income 58% 3 60 0 1.01% 0.49%
LARGE GROWTH AMAGX Amana Trust Growth 57% 3 60 0 0.91% 0%
LARGE GROWTH FFTYX Fidelity Fifty 20% 3 60 0 1.65% 0.55%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 1.17%
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg 0% 3 60 0 0.04% 0%
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional 0% 3 60 0 0.04% 0%
LARGE GROWTH FDFKX Fidelity Independence K 0% 3 60 0 0.77% 0%
LARGE GROWTH FEXKX Fidelity Export & Multinational K 0% 3 60 0 0.74% 1.3%
Average Expense Ratio: 0.71%
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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 -6.7% -3.2% 8.2% 5.0% 5.2% 5.5%

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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 81 funds. It covers 5 major asset classes and 41 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.


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