MyPlanIQ 401k Investor Indiana University and Purdue University at Indianapolis 457b plan

Indiana University and Purdue University at Indianapolis 457b plan

This Plan is unrated.
Investment Options
Total Available Funds: 197
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 FKEMX Fidelity Emerging Markets K
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
JAPAN STOCK FJPNX Fidelity Japan
Total Available Funds: 197
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 FKEMX Fidelity Emerging Markets K
China Region FHKCX Fidelity China Region
Latin America Stock FLATX Fidelity Latin America
DIVERSIFIED EMERGING MKTS FEDDX Fidelity Emerg Mkts Discv
DIVERSIFIED EMERGING MKTS FTEMX Fidelity Total Emerg Mkts
DIVERSIFIED EMERGING MKTS FLILX Strategic Advisers Emerg Mkts Fd of Fds
DIVERSIFIED EMERGING MKTS FPMAX Fidelity Spartan EMkts Idx Advtg
DIVERSIFIED EMERGING MKTS FEMEX Fidelity EMEA
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
WORLD STOCK FWWFX Fidelity Worldwide
JAPAN STOCK FJPNX Fidelity Japan
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
FOREIGN SMALL/MID GROWTH FSCOX Fidelity International Small Cap Opp
Foreign Large Growth FIVFX Fidelity International Capital Apprec
Foreign Large Growth FIGFX Fidelity International Growth
Foreign Large Blend FDIKX Fidelity Diversified International K
Foreign Large Blend FIDKX Fidelity International Discovery K
Foreign Large Blend FOSKX Fidelity Overseas K
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
Miscellaneous Region FICDX Fidelity Canada
Miscellaneous Region FNORX Fidelity Nordic
WORLD STOCK FGILX Fidelity Global Equity Income
Foreign Large Blend FMJDX Strategic Advisers Intl Multi-Mgr
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US Idx Advtg
Foreign Large Blend FIENX Fidelity International Enhanced Index
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation
Others
Consumer Defensive FDFAX Fidelity Select Consumer Staples
Financial FSPCX Fidelity Select Insurance
Industrials FSRFX Fidelity Select Transportation
Equity Energy 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%
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold
Convertibles FCVSX Fidelity Convertible Securities
Health FSMEX Fidelity Select Medical Equip & Systems
Utilities FSUTX Fidelity Select Utilities Portfolio
Health FBIOX Fidelity Select Biotechnology
Technology FSCSX Fidelity Select Software & Comp
Moderate Allocation FASMX Fidelity Asset Manager 50%
Industrials FSDAX Fidelity Select Defense & Aerospace
Equity Energy FSENX Fidelity Select Energy
Natural Resources FSCHX Fidelity Select Chemicals
Technology FBSOX Fidelity Select IT Services
Moderate Allocation FASGX Fidelity Asset Manager 70%
Utilities FIUIX Fidelity Telecom and Utilities
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
Equity Energy FSESX Fidelity Select Energy Service
Communications FSTCX Fidelity Select Telecommunications
Equity Energy FSNGX Fidelity Select Natural Gas
Health FSHCX Fidelity Select Medical Delivery
Industrials FCYIX Fidelity Select Industrials
Health FSPHX Fidelity Select Health Care
Industrials FSLEX Fidelity Select Envir and Alt Energy
Technology FSPTX Fidelity Select Technology
Industrials FSAIX Fidelity Select Air Transportation
Consumer Cyclical FSRPX Fidelity Select Retailing
Consumer Cyclical FSHOX Fidelity Select Construction & Housing
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt
Consumer Cyclical FSCPX Fidelity Select Consumer Discretionary
Technology FSDCX Fidelity Select Communications Equip
Conservative Allocation FFANX Fidelity Asset Manager 40%
Consumer Cyclical FSAVX Fidelity Select Automotive
Consumer Cyclical FBMPX Fidelity Select Multimedia
Technology FSELX Fidelity Select Electronics
Financial FSRBX Fidelity Select Banking
Moderate Allocation FBAKX Fidelity Balanced K
Financial FIDSX Fidelity Select Financial Services
Moderate Allocation FPUKX Fidelity Puritan K
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
ROOT CASH FID US GOVT RES
ROOT CASH FID TREASURY ONLY MM
ROOT CASH FID TREASURY MMKT
ROOT CASH FID SEL MONEY MARKET
ROOT CASH FID RETIRE MMKT
ROOT CASH FID RET GOVT MM
ROOT CASH FID MONEY MARKET
ROOT CASH FID GOVT MMKT
ROOT CASH FID CASH RESRVE
World Allocation FDYSX Fidelity Global Strategies
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
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
High Yield Bond FGHNX Fidelity Global High Income
WORLD BOND FGBFX Fidelity Global Bond
Short-Term Bond FJRLX Fidelity Advisor Limited Term Bond
High Yield Bond FSAHX Fidelity Short Dur Hi Inc
Intermediate-Term Bond FXSTX Spartan U.S. Bond Index Instl
SHORT GOVERNMENT FSBAX Fidelity Spartan S/T Tr Bd Idx Fid Advt
LONG GOVERNMENT FLBAX Fidelity Spartan L/T Tr Bd Idx Fid Advt
Intermediate Government FIBAX Fidelity Spartan Interm Trs Bd Idx Advtg
Inflation-Protected Bond FSIYX Fidelity Spartan Infl-Prot Bd Idx Fid Ad
High Yield Bond FSADX Strategic Advisers Inc Opps Fd of Fds
Intermediate-Term Bond FWHBX Strategic Advisers Core Inc Multi-Mgr
ULTRASHORT BOND FUSFX Fidelity Ultra-Short Bond
WORLD BOND FINUX Fidelity International Bond
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond
ULTRASHORT BOND FCONX Fidelity Conservative Income Bond
US EQUITY
LARGE BLEND FLCSX Fidelity Large Cap Stock
SMALL VALUE FCPVX Fidelity Small Cap Value
SMALL BLEND FSCRX Fidelity Small Cap 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
LARGE GROWTH FNCMX Fidelity Nasdaq Composite Index
SMALL BLEND FSLCX Fidelity Small Cap Stock
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
LARGE VALUE FSLVX Fidelity Stock Selec Lg Cp Val
LARGE VALUE FSDIX Fidelity Strategic Dividend & Income
LARGE VALUE FBCVX Fidelity Blue Chip Value
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
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
LARGE BLEND FVDKX Fidelity Value Discovery 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 GROWTH FFTYX Fidelity Fifty
Mid-Cap Growth FSSMX Fidelity Stock Selector Mid Cp
SMALL BLEND FSSVX Fidelity Spartan Sm Cp Idx Advtg
SMALL BLEND FNAPX Strategic Advisers Sm-Mid Cp Multi-Mgr
SMALL BLEND FCPEX Fidelity Small Cap Enhanced Index
MID-CAP BLEND FSCKX Fidelity Spartan Mid Cap Idx Advtg
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
LARGE VALUE FKMOX Fidelity Strat Advs Val Multi-Mgr
LARGE GROWTH FMELX Fidelity Strat Advs Gr Multi-Mgr
LARGE BLEND FLAUX Fidelity Strat Advs Cor Multi-Mgr
LARGE VALUE FLVEX Fidelity Large Cap Value Enhanced Index
LARGE GROWTH FLGEX Fidelity Large Cap Growth Enhanced Index
LARGE BLEND FLCEX Fidelity Large Cap Core Enhanced Index
LARGE GROWTH FDFKX Fidelity Independence K
LARGE GROWTH FEXKX Fidelity Export & Multinational K
Total Available Funds: 197
  • 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%
REAL ESTATE FRIFX Fidelity Real Estate Income 88% 3 60 0 0.71% 3.52%
Global Real Estate FIREX Fidelity International Real Estate 84% 3 60 0 1.2% 1.99%
REAL ESTATE FSRVX Fidelity Spartan Real Estate Idx Advtg 0% 3 60 0 0.12% 2.47%
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets K 74% 3 60 0 0.9% 1.22%
China Region FHKCX Fidelity China Region 67% 3 60 0 1.53% 1.88%
Latin America Stock FLATX Fidelity Latin America 57% 3 60 0 0.86% 4.27%
DIVERSIFIED EMERGING MKTS FEDDX Fidelity Emerg Mkts Discv 37% 3 60 0 1.19% 2.15%
DIVERSIFIED EMERGING MKTS FTEMX Fidelity Total Emerg Mkts 37% 3 60 0 1.1% 3.14%
DIVERSIFIED EMERGING MKTS FLILX Strategic Advisers Emerg Mkts Fd of Fds 0% 3 60 0 1.3% 0.95%
DIVERSIFIED EMERGING MKTS FPMAX Fidelity Spartan EMkts Idx Advtg 0% 3 60 0 0.22% 0%
DIVERSIFIED EMERGING MKTS FEMEX Fidelity EMEA 0% 3 60 0 1.31% 3.04%
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%
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap 84% 3 60 0 1.43% 1.87%
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia 82% 3 60 0 1.18% 0.08%
FOREIGN SMALL/MID GROWTH FSCOX Fidelity International Small Cap Opp 79% 3 60 0 1.3% 0.9%
Foreign Large Growth FIVFX Fidelity International Capital Apprec 77% 3 60 0 0.8% 0.36%
Foreign Large Growth FIGFX Fidelity International Growth 73% 3 60 0 0.89% 0.49%
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%
Foreign Large Blend FTIEX Fidelity Total International Equity 71% 3 60 0 1.55% 1.36%
Foreign Large Value FIVLX Fidelity International Value 66% 3 60 0 1.55% 2.06%
EUROPE STOCK FIEUX Fidelity Europe 61% 3 60 0 0.76% 1.66%
JAPAN STOCK FJSCX Fidelity Japan Smaller Companies 59% 3 60 0 0.91% 2.96%
Miscellaneous Region FICDX Fidelity Canada 53% 3 60 0 0.86% 3.47%
Miscellaneous Region FNORX Fidelity Nordic 52% 3 60 0 0.94% 0.05%
WORLD STOCK FGILX Fidelity Global Equity Income 17% 3 60 0 0.98% 1.27%
Foreign Large Blend FMJDX Strategic Advisers Intl Multi-Mgr 0% 3 60 0 1.2% 2.16%
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg 0% 3 60 0 0.07% 2.62%
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US Idx Advtg 0% 3 60 0 0.18% 2.22%
Foreign Large Blend FIENX Fidelity International Enhanced Index 0% 3 60 0 0.63% 3.11%
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation 0% 3 60 0 1.02% 1.57%
Others
Consumer Defensive FDFAX Fidelity Select Consumer Staples 97% 3 60 0 1.01% 1.86%
Financial FSPCX Fidelity Select Insurance 97% 3 60 0 0.81% 0.93%
Industrials FSRFX Fidelity Select Transportation 96% 3 60 0 0.76% 1.57%
Equity Energy FNARX Fidelity Select Natural Resources 96% 3 60 0 0.77% 1.55%
Conservative Allocation FTANX Fidelity Asset Manager 30% 95% 3 60 0 0.83% 2.81%
Conservative Allocation FASIX Fidelity Asset Manager 20% 94% 3 60 0 0.83% 3.2%
Conservative Allocation FSRRX Fidelity Strategic Real Return 94% 3 60 0 0.95% 5.32%
Aggressive Allocation FFNOX Fidelity Four-in-One Index 87% 3 60 0 0.11% 2.72%
Aggressive Allocation FAMRX Fidelity Asset Manager 85% 85% 3 60 0 1.23% 4.33%
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold 78% 3 60 0 0.77% 0.56%
Convertibles FCVSX Fidelity Convertible Securities 77% 3 60 0 1.04% 2.12%
Health FSMEX Fidelity Select Medical Equip & Systems 77% 3 60 0 0.84% 0%
Utilities FSUTX Fidelity Select Utilities Portfolio 77% 3 60 0 0.74% 2.75%
Health FBIOX Fidelity Select Biotechnology 77% 3 60 0 0.72% 0.46%
Technology FSCSX Fidelity Select Software & Comp 76% 3 60 0 0.69% 0.08%
Moderate Allocation FASMX Fidelity Asset Manager 50% 76% 3 60 0 0.92% 2.14%
Industrials FSDAX Fidelity Select Defense & Aerospace 76% 3 60 0 0.75% 0.73%
Equity Energy FSENX Fidelity Select Energy 75% 3 60 0 0.83% 0%
Natural Resources FSCHX Fidelity Select Chemicals 75% 3 60 0 0.75% 0.93%
Technology FBSOX Fidelity Select IT Services 75% 3 60 0 0.73% 0.01%
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%
Natural Resources FSDPX Fidelity Select Materials 75% 3 60 0 0.76% 4.14%
Health FPHAX Fidelity Select Pharmaceuticals 75% 3 60 0 0.76% 4.42%
Consumer Cyclical FDLSX Fidelity Select Leisure 75% 3 60 0 0.74% 0.48%
Communications FWRLX Fidelity Select Wireless 74% 3 60 0 0.79% 0%
Technology FDCPX Fidelity Select Computers 74% 3 60 0 0.73% 0.01%
Equity Energy FSESX Fidelity Select Energy Service 74% 3 60 0 0.91% 3.03%
Communications FSTCX Fidelity Select Telecommunications 74% 3 60 0 1.13% 3.03%
Equity Energy FSNGX Fidelity Select Natural Gas 74% 3 60 0 0.92% 3.12%
Health FSHCX Fidelity Select Medical Delivery 74% 3 60 0 0.73% 0%
Industrials FCYIX Fidelity Select Industrials 74% 3 60 0 0.76% 0.72%
Health FSPHX Fidelity Select Health Care 73% 3 60 0 0.69% 0%
Industrials FSLEX Fidelity Select Envir and Alt Energy 73% 3 60 0 0.79% 0%
Technology FSPTX Fidelity Select Technology 73% 3 60 0 0.7% 0.01%
Industrials FSAIX Fidelity Select Air Transportation 73% 3 60 0 0.85% 0%
Consumer Cyclical FSRPX Fidelity Select Retailing 72% 3 60 0 0.72% 0.27%
Consumer Cyclical FSHOX Fidelity Select Construction & Housing 72% 3 60 0 0.77% 0%
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt 71% 3 60 0 0.75% 0%
Consumer Cyclical FSCPX Fidelity Select Consumer Discretionary 71% 3 60 0 0.76% 1.1%
Technology FSDCX Fidelity Select Communications Equip 71% 3 60 0 0.87% 0.33%
Conservative Allocation FFANX Fidelity Asset Manager 40% 71% 3 60 0 0.57% 5.46%
Consumer Cyclical FSAVX Fidelity Select Automotive 71% 3 60 0 0.89% 0.03%
Consumer Cyclical FBMPX Fidelity Select Multimedia 71% 3 60 0 1.07% 0%
Technology FSELX Fidelity Select Electronics 70% 3 60 0 0.69% 0.17%
Financial FSRBX Fidelity Select Banking 70% 3 60 0 0.75% 2.71%
Moderate Allocation FBAKX Fidelity Balanced K 69% 3 60 0 0.5% 1.66%
Financial FIDSX Fidelity Select Financial Services 69% 3 60 0 0.75% 1.22%
Moderate Allocation FPUKX Fidelity Puritan K 69% 3 60 0 0.5% 4.37%
Financial FSVLX Fidelity Select Consumer Finance 69% 3 60 0 0.87% 0%
Moderate Allocation FSANX Fidelity Asset Manager 60% 69% 3 60 0 1.24% 3.92%
Industrials FSCGX Fidelity Select Industrial Equipment 32% 3 60 0 0.84% 2.51%
Natural Resources FFGCX Fidelity Global Cmdty Stk 28% 3 60 0 1.94% 2.09%
ROOT CASH FID US GOVT RES 0% 3 60 0 NA 4.14%
ROOT CASH FID TREASURY ONLY MM 0% 3 60 0 NA 4.14%
ROOT CASH FID TREASURY MMKT 0% 3 60 0 NA 4.14%
ROOT CASH FID SEL MONEY MARKET 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%
ROOT CASH FID MONEY MARKET 0% 3 60 0 NA 4.14%
ROOT CASH FID GOVT MMKT 0% 3 60 0 NA 4.14%
ROOT CASH FID CASH RESRVE 0% 3 60 0 NA 4.14%
World Allocation FDYSX Fidelity Global Strategies 0% 3 60 0 1.08% 8.87%
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%
Bank Loan FFRHX Fidelity Floating Rate High Income 93% 3 60 0 1.03% 8.37%
High Yield Bond SPHIX Fidelity High Income 92% 3 60 0 1.16% 4.08%
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%
High Yield Bond FHIFX Fidelity Focused High Income 88% 3 60 0 0.75% 3.43%
Intermediate Government FGMNX Fidelity GNMA Fund 87% 3 60 0 0.45% 2.87%
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt 87% 3 60 0 0.3% 1.58%
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 FMSFX Fidelity Mortgage Secs 78% 3 60 0 0.45% 3.61%
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond 76% 3 60 0 0.76% 3.71%
Multisector Bond FSICX Fidelity Strategic Income 74% 3 60 0 0.7% 2.07%
Intermediate-Term Bond FCBFX Fidelity Corporate Bond 32% 3 60 0 0.81% 3.09%
High Yield Bond FGHNX Fidelity Global High Income 30% 3 60 0 0.9% 3.31%
WORLD BOND FGBFX Fidelity Global Bond 25% 3 60 0 0.5% 6.35%
Short-Term Bond FJRLX Fidelity Advisor Limited Term Bond 2% 3 60 0 0.35% 1.82%
High Yield Bond FSAHX Fidelity Short Dur Hi Inc 1% 3 60 0 0.75% 4.14%
Intermediate-Term Bond FXSTX Spartan U.S. Bond Index Instl 0% 3 60 0 0.03% 2.75%
SHORT GOVERNMENT FSBAX Fidelity Spartan S/T Tr Bd Idx Fid Advt 0% 3 60 0 0.07% 1.54%
LONG GOVERNMENT FLBAX Fidelity Spartan L/T Tr Bd Idx Fid Advt 0% 3 60 0 0.07% 3.11%
Intermediate Government FIBAX Fidelity Spartan Interm Trs Bd Idx Advtg 0% 3 60 0 0.07% 2.17%
Inflation-Protected Bond FSIYX Fidelity Spartan Infl-Prot Bd Idx Fid Ad 0% 3 60 0 0.09% 0.26%
High Yield Bond FSADX Strategic Advisers Inc Opps Fd of Fds 0% 3 60 0 NA 4.62%
Intermediate-Term Bond FWHBX Strategic Advisers Core Inc Multi-Mgr 0% 3 60 0 NA 1.78%
ULTRASHORT BOND FUSFX Fidelity Ultra-Short Bond 0% 3 60 0 0.45% 0%
WORLD BOND FINUX Fidelity International Bond 0% 3 60 0 0.75% 0.56%
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond 0% 3 60 0 0.45% 5.61%
ULTRASHORT BOND FCONX Fidelity Conservative Income Bond 0% 3 60 0 0.35% 1.09%
US EQUITY
LARGE BLEND FLCSX Fidelity Large Cap Stock 96% 3 60 0 0.76% 0.99%
SMALL VALUE FCPVX Fidelity Small Cap Value 91% 3 60 0 1.5% 3.99%
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%
LARGE GROWTH FTQGX Fidelity Focused Stock 88% 3 60 0 0.47% 0.52%
Small Growth FCPGX Fidelity Small Cap Growth 87% 3 60 0 1.32% 0%
LARGE GROWTH FMILX Fidelity New Millennium 87% 3 60 0 0.89% 0.26%
LARGE GROWTH FNCMX Fidelity Nasdaq Composite Index 84% 3 60 0 0.29% 0.62%
SMALL BLEND FSLCX Fidelity Small Cap Stock 82% 3 60 0 0.67% 0.02%
MID-CAP VALUE FSMVX Fidelity Mid Cap Value 76% 3 60 0 1.08% 0.76%
LARGE VALUE FSLVX Fidelity Stock Selec Lg Cp Val 74% 3 60 0 1.94% 0.33%
LARGE VALUE FSDIX Fidelity Strategic Dividend & Income 74% 3 60 0 0.68% 4.13%
LARGE VALUE FBCVX Fidelity Blue Chip Value 71% 3 60 0 0.63% 1.59%
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp 71% 3 60 0 1.46% 0.22%
LARGE BLEND FGRTX Fidelity Mega Cap Stock 70% 3 60 0 0.51% 0.47%
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%
LARGE BLEND FVDKX Fidelity Value Discovery K 64% 3 60 0 0.8% 5.37%
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 GROWTH FFTYX Fidelity Fifty 20% 3 60 0 1.65% 0.55%
Mid-Cap Growth FSSMX Fidelity Stock Selector Mid Cp 2% 3 60 0 0.72% 8.45%
SMALL BLEND FSSVX Fidelity Spartan Sm Cp Idx Advtg 0% 3 60 0 0.24% 3.61%
SMALL BLEND FNAPX Strategic Advisers Sm-Mid Cp Multi-Mgr 0% 3 60 0 1.2% 7.18%
SMALL BLEND FCPEX Fidelity Small Cap Enhanced Index 0% 3 60 0 0.55% 1.71%
MID-CAP BLEND FSCKX Fidelity Spartan Mid Cap Idx Advtg 0% 3 60 0 0.14% 2.23%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 1.17%
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index 0% 3 60 0 0.45% 1.03%
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 VALUE FKMOX Fidelity Strat Advs Val Multi-Mgr 0% 3 60 0 0.99% 2.84%
LARGE GROWTH FMELX Fidelity Strat Advs Gr Multi-Mgr 0% 3 60 0 0.92% 2.67%
LARGE BLEND FLAUX Fidelity Strat Advs Cor Multi-Mgr 0% 3 60 0 0.98% 5.77%
LARGE VALUE FLVEX Fidelity Large Cap Value Enhanced Index 0% 3 60 0 0.39% 3.16%
LARGE GROWTH FLGEX Fidelity Large Cap Growth Enhanced Index 0% 3 60 0 0.39% 1.06%
LARGE BLEND FLCEX Fidelity Large Cap Core Enhanced Index 0% 3 60 0 0.39% 2.08%
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: 0.75%
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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 1.9% 19.8% 7.5% 9.4% 6.2% 5.6%

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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 197 funds. It covers 5 major asset classes and 64 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.


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