MyPlanIQ Major Brokerage Investor Fidelity Select Funds and Bonds

Fidelity Select Funds and Bonds

This Plan is unrated.
Investment Options
Total Available Funds: 54
Asset Class Ticker Description Rating
Others
Consumer Defensive FDFAX Fidelity Select Consumer Staples
Financial FSPCX Fidelity Select Insurance
Industrials FSRFX Fidelity Select Transportation
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond
Intermediate Government FSTGX Fidelity Intermediate Government Inc
Intermediate Government FGOVX Fidelity Government Income
Total Available Funds: 54
Asset Class Ticker Description Rating
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
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
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
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
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
Communications FSDCX Fidelity Select Communications Equip
MISCELLANEOUS SECTOR FSAVX Fidelity Select Automotive
Communications FBMPX Fidelity Select Multimedia
Technology FSELX Fidelity Select Electronics
Financial FSRBX Fidelity Select Banking
Financial FIDSX Fidelity Select Financial Services
Financial FSVLX Fidelity Select Consumer Finance
Industrials FSCGX Fidelity Select Industrial Equipment
ROOT CASH CASH
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond
Intermediate Government FSTGX Fidelity Intermediate Government Inc
Intermediate Government FGOVX Fidelity Government 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
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
Total Available Funds: 54
  • 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
Others
Consumer Defensive FDFAX Fidelity Select Consumer Staples 97% 1 4 2 1.01% 1.86%
Financial FSPCX Fidelity Select Insurance 97% 1 4 2 0.81% 0.93%
Industrials FSRFX Fidelity Select Transportation 96% 1 4 2 0.76% 1.57%
Natural Resources FNARX Fidelity Select Natural Resources 96% 1 4 2 0.77% 1.55%
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold 78% 1 4 2 0.77% 0.56%
Health FSMEX Fidelity Select Medical Equip & Systems 77% 1 4 2 0.84% 0%
Utilities FSUTX Fidelity Select Utilities Portfolio 77% 1 4 2 0.74% 2.75%
Health FBIOX Fidelity Select Biotechnology 77% 1 4 2 0.72% 0.46%
Technology FSCSX Fidelity Select Software & Comp 76% 1 4 2 0.69% 0.08%
Industrials FSDAX Fidelity Select Defense & Aerospace 76% 1 4 2 0.75% 0.73%
Equity Energy FSENX Fidelity Select Energy 75% 1 4 2 0.83% 0%
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemicals 75% 1 4 2 0.75% 0.93%
MISCELLANEOUS SECTOR FBSOX Fidelity Select IT Services 75% 1 4 2 0.73% 0.01%
Utilities FIUIX Fidelity Telecom and Utilities 75% 1 4 2 0.73% 3.96%
Natural Resources FSDPX Fidelity Select Materials 75% 1 4 2 0.76% 4.14%
Health FPHAX Fidelity Select Pharmaceuticals 75% 1 4 2 0.76% 4.42%
Consumer Cyclical FDLSX Fidelity Select Leisure 75% 1 4 2 0.74% 0.48%
Communications FWRLX Fidelity Select Wireless 74% 1 4 2 0.79% 0%
Technology FDCPX Fidelity Select Computers 74% 1 4 2 0.73% 0.01%
Equity Energy FSESX Fidelity Select Energy Service 74% 1 4 2 0.91% 3.03%
Communications FSTCX Fidelity Select Telecommunications 74% 1 4 2 1.13% 3.03%
Equity Energy FSNGX Fidelity Select Natural Gas 74% 1 4 2 0.92% 3.12%
Health FSHCX Fidelity Select Medical Delivery 74% 1 4 2 0.73% 0%
Industrials FCYIX Fidelity Select Industrials 74% 1 4 2 0.76% 0.72%
Health FSPHX Fidelity Select Health Care 73% 1 4 2 0.69% 0%
MISCELLANEOUS SECTOR FSLEX Fidelity Select Envir and Alt Energy 73% 1 4 2 0.79% 0%
Technology FSPTX Fidelity Select Technology 73% 1 4 2 0.7% 0.01%
Industrials FSAIX Fidelity Select Air Transportation 73% 1 4 2 0.85% 0%
Consumer Cyclical FSRPX Fidelity Select Retailing 72% 1 4 2 0.72% 0.27%
MISCELLANEOUS SECTOR FSHOX Fidelity Select Construction & Housing 72% 1 4 2 0.77% 0%
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt 71% 1 4 2 0.75% 0%
Consumer Cyclical FSCPX Fidelity Select Consumer Discretionary 71% 1 4 2 0.76% 1.1%
Communications FSDCX Fidelity Select Communications Equip 71% 1 4 2 0.87% 0.33%
MISCELLANEOUS SECTOR FSAVX Fidelity Select Automotive 71% 1 4 2 0.89% 0.03%
Communications FBMPX Fidelity Select Multimedia 71% 1 4 2 1.07% 0%
Technology FSELX Fidelity Select Electronics 70% 1 4 2 0.69% 0.17%
Financial FSRBX Fidelity Select Banking 70% 1 4 2 0.75% 2.71%
Financial FIDSX Fidelity Select Financial Services 69% 1 4 2 0.75% 1.22%
Financial FSVLX Fidelity Select Consumer Finance 69% 1 4 2 0.87% 0%
Industrials FSCGX Fidelity Select Industrial Equipment 32% 1 4 2 0.84% 2.51%
ROOT CASH CASH 0% 1 4 2 NA 4.14%
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond 100% 1 4 2 0.5% 3.29%
Intermediate Government FSTGX Fidelity Intermediate Government Inc 97% 1 4 2 0.45% 1.64%
Intermediate Government FGOVX Fidelity Government Income 91% 1 4 2 0.76% 1.87%
Intermediate Government FGMNX Fidelity GNMA Fund 87% 1 4 2 0.45% 2.87%
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt 87% 1 4 2 0.3% 1.58%
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 1 4 2 0.5% 3.24%
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond 78% 1 4 2 0.45% 3.11%
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs 78% 1 4 2 0.45% 3.61%
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond 76% 1 4 2 0.76% 3.71%
Intermediate-Term Bond FCBFX Fidelity Corporate Bond 32% 1 4 2 0.81% 3.09%
Short-Term Bond FJRLX Fidelity Advisor Limited Term Bond 2% 1 4 2 0.35% 1.82%
Intermediate-Term Bond FBIDX Spartan U.S. Bond Index Investor 0% 1 4 2 0.13% 2.67%
Intermediate Government FIBIX Fidelity Spartan Interm Tr Bd Idx Inv 0% 1 4 2 0.17% 2.09%
Average Expense Ratio: 0.72%
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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 3.0% 7.9% 1.9% 5.4% 4.3% 6.9%

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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 54 funds. It covers 1 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income.

This plan consists of all Fidelity Select funds which are required to be held for at least 30 days. The model portfolios are only for risk profile 0: Fidelity Select fund rotation. 



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