MyPlanIQ Major Brokerage Investor Fidelity Fund Picks Fidelity Funds Only

Fidelity Fund Picks Fidelity Funds Only

This Plan is unrated.
Investment Options
Total Available Funds: 58
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE FRIFX Fidelity Real Estate Income
Global Real Estate FIREX Fidelity International Real Estate
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FDIVX Fidelity Diversified International
Others
Consumer Defensive FDFAX Fidelity Select Consumer Staples
Utilities FSUTX Fidelity Select Utilities Portfolio
Utilities FIUIX Fidelity Telecom and Utilities
Total Available Funds: 58
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE FRIFX Fidelity Real Estate Income
Global Real Estate FIREX Fidelity International Real Estate
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
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
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 FTIEX Fidelity Total International Equity
EUROPE STOCK FIEUX Fidelity Europe
Others
Consumer Defensive FDFAX Fidelity Select Consumer Staples
Utilities FSUTX Fidelity Select Utilities Portfolio
Utilities FIUIX Fidelity Telecom and Utilities
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond
Intermediate Government FSTGX Fidelity Intermediate Government Inc
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
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
Short-Term Bond FJRLX Fidelity Advisor Limited Term Bond
Intermediate-Term Bond FBIDX Spartan U.S. Bond Index Investor
Intermediate Government FIBIX Fidelity Spartan Interm Tr Bd Idx Inv
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FLCSX Fidelity Large Cap Stock
LARGE BLEND FGRIX Fidelity Growth & Income
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv
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
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
LARGE VALUE FSLVX Fidelity Stock Selec Lg Cp Val
MID-CAP BLEND FSLSX Fidelity Value Strategies
LARGE GROWTH FDCAX Fidelity Capital Appreciation
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp
LARGE BLEND FVDFX Fidelity Value Discovery
Mid-Cap Growth FSSMX Fidelity Stock Selector Mid Cp
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index
SMALL BLEND FCPEX Fidelity Small Cap Enhanced Index
Total Available Funds: 58
  • 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 Fidelity Emerging Markets 83% 3 60 0 0.9% 1.04%
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment 97% 3 60 0 0.72% 7.55%
REAL ESTATE FRIFX Fidelity Real Estate Income 88% 3 60 0 0.71% 4.87%
Global Real Estate FIREX Fidelity International Real Estate 84% 3 60 0 1.2% 1.93%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin 100% 3 60 0 1.12% 5.2%
WORLD STOCK FWWFX Fidelity Worldwide 99% 1 60 0 0.95% 0.81%
Foreign Large Blend FDIVX Fidelity Diversified International 98% 1 60 0 0.65% 4.01%
Foreign Large Blend FIGRX Fidelity International Discovery 90% 1 60 0 0.99% 1.74%
Foreign Large Blend FOSFX Fidelity Overseas 88% 1 60 0 0.95% 0.97%
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv 86% 3 60 0 0.17% 2.83%
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap 84% 3 60 0 1.43% 1.8%
FOREIGN SMALL/MID GROWTH FSCOX Fidelity International Small Cap Opp 79% 3 60 0 1.3% 3.69%
Foreign Large Growth FIVFX Fidelity International Capital Apprec 77% 1 60 0 0.8% 0.36%
Foreign Large Growth FIGFX Fidelity International Growth 73% 1 60 0 0.89% 0.45%
Foreign Large Blend FTIEX Fidelity Total International Equity 71% 1 60 0 1.55% 1.24%
EUROPE STOCK FIEUX Fidelity Europe 61% 1 60 0 0.76% 1.52%
Others
Consumer Defensive FDFAX Fidelity Select Consumer Staples 97% 1 60 0 1.01% 5.76%
Utilities FSUTX Fidelity Select Utilities Portfolio 77% 1 60 0 0.74% 5.2%
Utilities FIUIX Fidelity Telecom and Utilities 75% 1 60 0 0.73% 6.42%
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond 100% 1 60 0 0.5% 3.52%
Intermediate Government FSTGX Fidelity Intermediate Government Inc 97% 1 60 0 0.45% 2.45%
High Yield Bond SPHIX Fidelity High Income 92% 3 60 0 1.16% 5.59%
High Yield Bond FAGIX Fidelity Capital & Income 91% 3 60 0 0.93% 5.2%
Intermediate Government FGOVX Fidelity Government Income 91% 1 60 0 0.76% 2.88%
Emerging Markets Bond FNMIX Fidelity New Markets Income 89% 3 60 0 0.82% 5.27%
Intermediate Government FGMNX Fidelity GNMA Fund 87% 1 60 0 0.45% 3.57%
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt 87% 1 60 0 0.3% 2.43%
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 1 60 0 0.5% 4.24%
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond 78% 1 60 0 0.45% 3.24%
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs 78% 1 60 0 0.45% 3.72%
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond 76% 1 60 0 0.76% 3.83%
Multisector Bond FSICX Fidelity Strategic Income 74% 1 60 0 0.7% 2.07%
Intermediate-Term Bond FCBFX Fidelity Corporate Bond 32% 1 60 0 0.81% 3.09%
Short-Term Bond FJRLX Fidelity Advisor Limited Term Bond 2% 1 60 0 0.35% 1.82%
Intermediate-Term Bond FBIDX Spartan U.S. Bond Index Investor 0% 1 60 0 0.13% 2.67%
Intermediate Government FIBIX Fidelity Spartan Interm Tr Bd Idx Inv 0% 1 60 0 0.17% 0%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value 99% 1 60 0 0.76% 3.5%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 1 60 0 0.55% 2.71%
LARGE BLEND FLCSX Fidelity Large Cap Stock 96% 1 60 0 0.76% 2.52%
LARGE BLEND FGRIX Fidelity Growth & Income 95% 1 60 0 0.58% 3.58%
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv 94% 3 60 0 0.09% 1.25%
LARGE GROWTH FTQGX Fidelity Focused Stock 88% 1 60 0 0.47% 0.5%
Small Growth FCPGX Fidelity Small Cap Growth 87% 3 60 0 1.32% 0%
LARGE GROWTH FMILX Fidelity New Millennium 87% 1 60 0 0.89% 3.4%
LARGE GROWTH FNCMX Fidelity Nasdaq Composite Index 84% 3 60 0 0.29% 0.61%
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv 79% 1 60 0 0.09% 1.34%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock 77% 1 60 0 0.75% 2.46%
MID-CAP VALUE FSMVX Fidelity Mid Cap Value 77% 1 60 0 1.08% 1.34%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv 75% 3 60 0 0.1% 1.38%
LARGE VALUE FSLVX Fidelity Stock Selec Lg Cp Val 74% 1 60 0 1.94% 3.78%
MID-CAP BLEND FSLSX Fidelity Value Strategies 74% 1 60 0 1.15% 2.38%
LARGE GROWTH FDCAX Fidelity Capital Appreciation 73% 1 60 0 0.83% 2.95%
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp 71% 3 60 0 1.46% 0.21%
LARGE BLEND FVDFX Fidelity Value Discovery 68% 1 60 0 0.8% 5.04%
Mid-Cap Growth FSSMX Fidelity Stock Selector Mid Cp 2% 1 60 0 0.72% 8.45%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 17.04%
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index 0% 1 60 0 0.45% 1.03%
SMALL BLEND FCPEX Fidelity Small Cap Enhanced Index 0% 3 60 0 0.55% 0.86%
Average Expense Ratio: 0.76%
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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 6.1% 12.8% 0.6% 5.6% 5.1% 7.1%

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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 58 funds. It covers 5 major asset classes and 26 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.

This plan consists of Fidelity funds that are in Fidelity Fund Picks. They are no load and no transaction fee funds. Per Fidelity, all Fidelity funds can be exchanged after a minimum 30 days holding period. Thus all of the funds have R=1 (R is the minimum holding month parameter, 1 month is 30 days). 

This list also includes several sector funds including Consumer Defensive and Utilities. 



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