MyPlanIQ Fidelity 403b Options

Fidelity 403b Options

This Plan is unrated.
Investment Options
Total Available Funds: 189
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FRESX
REAL ESTATE FRIFX FRIFX
Global Real Estate FIREX FIREX
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FEMKX
China Region FHKCX FHKCX
Latin America Stock FLATX FLATX
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FPBFX
WORLD STOCK FWWFX FWWFX
Foreign Large Blend FDIVX FDIVX
Total Available Funds: 189
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FRESX
REAL ESTATE FRIFX FRIFX
Global Real Estate FIREX FIREX
REAL ESTATE FSRVX FSRVX
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FEMKX
China Region FHKCX FHKCX
Latin America Stock FLATX FLATX
DIVERSIFIED EMERGING MKTS FEDDX FEDDX
DIVERSIFIED EMERGING MKTS FLILX FLILX
DIVERSIFIED EMERGING MKTS FPMAX FPMAX
DIVERSIFIED EMERGING MKTS FTEMX FTEMX
DIVERSIFIED EMERGING MKTS FEMEX FEMEX
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FPBFX
WORLD STOCK FWWFX FWWFX
Foreign Large Blend FDIVX FDIVX
Foreign Large Blend FIGRX FIGRX
Foreign Large Blend FOSFX FOSFX
JAPAN STOCK FJPNX FJPNX
FOREIGN SMALL/MID GROWTH FISMX FISMX
PACIFIC/ASIA EX-JAPAN STK FSEAX FSEAX
Foreign Large Growth FIVFX FIVFX
FOREIGN SMALL/MID GROWTH FSCOX FSCOX
Foreign Large Growth FIGFX FIGFX
Foreign Large Blend FTIEX FTIEX
Foreign Large Value FIVLX FIVLX
EUROPE STOCK FIEUX FIEUX
JAPAN STOCK FJSCX FJSCX
Miscellaneous Region FICDX FICDX
Miscellaneous Region FNORX FNORX
WORLD STOCK FGILX FGILX
Foreign Large Blend FMJDX FMJDX
Foreign Large Blend FSIVX FSIVX
Foreign Large Blend FSGDX FSGDX
Foreign Large Blend FIENX FIENX
Others
Target Date 2016-2020 FFFDX FFFDX
Target Date 2011-2015 FFVFX FFVFX
Retirement Income FFFAX FFFAX
Consumer Defensive FDFAX FDFAX
Financial FSPCX FSPCX
Money Market-Taxable SPAXX SPAXX
Industrials FSRFX FSRFX
Equity Energy FNARX FNARX
Target Date 2026-2030 FFFEX FFFEX
Target Date 2036-2040 FFFFX FFFFX
Target Date 2021-2025 FFTWX FFTWX
Conservative Allocation FTANX FTANX
Target Date 2031-2035 FFTHX FFTHX
Conservative Allocation FASIX FASIX
Conservative Allocation FSRRX FSRRX
Target Date 2046-2050 FFFHX FFFHX
Target Date 2000-2010 FFFCX FFFCX
Target Date 2041-2045 FFFGX FFFGX
Target Date 2000-2010 FFFVX FFFVX
Aggressive Allocation FFNOX FFNOX
Aggressive Allocation FAMRX FAMRX
Moderate Allocation FPURX FPURX
Moderate Allocation FBALX FBALX
EQUITY PRECIOUS METALS FSAGX FSAGX
Health FSMEX FSMEX
Utilities FSUTX FSUTX
Health FBIOX FBIOX
Technology FSCSX FSCSX
Industrials FSDAX FSDAX
Convertibles FCVSX FCVSX
Equity Energy FSENX FSENX
Natural Resources FSCHX FSCHX
Technology FBSOX FBSOX
Utilities FIUIX FIUIX
Moderate Allocation FASMX FASMX
Natural Resources FSDPX FSDPX
Health FPHAX FPHAX
Consumer Cyclical FDLSX FDLSX
Communications FWRLX FWRLX
Technology FDCPX FDCPX
Communications FSTCX FSTCX
Moderate Allocation FASGX FASGX
Health FSHCX FSHCX
Equity Energy FSESX FSESX
Industrials FCYIX FCYIX
Equity Energy FSNGX FSNGX
Health FSPHX FSPHX
Target Date 2051+ FDEEX FDEEX
Industrials FSLEX FSLEX
Technology FSPTX FSPTX
Industrials FSAIX FSAIX
Consumer Cyclical FSRPX FSRPX
Consumer Cyclical FSHOX FSHOX
Financial FSLBX FSLBX
Consumer Cyclical FSCPX FSCPX
Consumer Cyclical FSAVX FSAVX
Technology FSDCX FSDCX
Consumer Cyclical FBMPX FBMPX
Conservative Allocation FFANX FFANX
Technology FSELX FSELX
Financial FSRBX FSRBX
Financial FIDSX FIDSX
Financial FSVLX FSVLX
Moderate Allocation FSANX FSANX
Industrials FSCGX FSCGX
Natural Resources FFGCX FFGCX
Money Market-Taxable FDLXX FDLXX
Money Market-Taxable FGMXX FGMXX
Money Market-Taxable SPRXX SPRXX
Money Market-Taxable FDRXX FDRXX
World Allocation FDYSX FDYSX
World Allocation FGBLX FGBLX
Target Date 2000-2010 FFFBX FFFBX
FIXED INCOME
Short-Term Bond FSHBX FSHBX
Intermediate Government FSTGX FSTGX
Bank Loan FFRHX FFRHX
High Yield Bond SPHIX SPHIX
High Yield Bond FAGIX FAGIX
Intermediate Government FGOVX FGOVX
Emerging Markets Bond FNMIX FNMIX
High Yield Bond FHIFX FHIFX
Intermediate Government FGMNX FGMNX
SHORT GOVERNMENT FFXSX FFXSX
Intermediate-Term Bond FTBFX FTBFX
Intermediate-Term Bond FTHRX FTHRX
Intermediate-Term Bond FMSFX FMSFX
Intermediate-Term Bond FBNDX FBNDX
Multisector Bond FSICX FSICX
Intermediate-Term Bond FCBFX FCBFX
WORLD BOND FGBFX FGBFX
Intermediate-Term Bond FSITX FSITX
SHORT GOVERNMENT FSBAX FSBAX
LONG GOVERNMENT FLBAX FLBAX
Intermediate Government FIBAX FIBAX
Inflation-Protected Bond FSIYX FSIYX
High Yield Bond FSADX FSADX
Intermediate-Term Bond FWHBX FWHBX
WORLD BOND FINUX FINUX
Inflation-Protected Bond FINPX FINPX
High Yield Bond FGHNX FGHNX
ULTRASHORT BOND FCONX FCONX
US EQUITY
LARGE GROWTH FFIDX FFIDX
LARGE BLEND FDGFX FDGFX
MID-CAP VALUE FDVLX FDVLX
LARGE GROWTH FBGRX FBGRX
LARGE VALUE FEQIX FEQIX
LARGE VALUE FEQTX FEQTX
LARGE BLEND FLCSX FLCSX
LARGE GROWTH FCNTX FCNTX
LARGE BLEND FDEQX FDEQX
LARGE BLEND FGRIX FGRIX
LARGE GROWTH FOCPX FOCPX
SMALL VALUE FCPVX FCPVX
LARGE GROWTH FDGRX FDGRX
SMALL BLEND FSCRX FSCRX
LARGE GROWTH FDSVX FDSVX
LARGE GROWTH FTRNX FTRNX
LARGE GROWTH FTQGX FTQGX
Small Growth FCPGX FCPGX
LARGE GROWTH FMILX FMILX
MID-CAP BLEND FLVCX FLVCX
LARGE GROWTH FNCMX FNCMX
SMALL BLEND FSLCX FSLCX
Mid-Cap Growth FMCSX FMCSX
MID-CAP VALUE FSMVX FSMVX
LARGE GROWTH FMAGX FMAGX
MID-CAP BLEND FSLSX FSLSX
LARGE GROWTH FDSSX FDSSX
LARGE VALUE FSLVX FSLVX
LARGE VALUE FSDIX FSDIX
LARGE GROWTH FDCAX FDCAX
Mid-Cap Growth FDEGX FDEGX
SMALL BLEND FDSCX FDSCX
LARGE VALUE FBCVX FBCVX
LARGE BLEND FGRTX FGRTX
LARGE BLEND FVDFX FVDFX
LARGE GROWTH FFTYX FFTYX
Mid-Cap Growth FSSMX FSSMX
MID-CAP BLEND FLPSX FLPSX
SMALL BLEND FSSVX FSSVX
SMALL BLEND FNAPX FNAPX
SMALL BLEND FCPEX FCPEX
MID-CAP BLEND FSCKX FSCKX
MID-CAP BLEND FSEVX FSEVX
MID-CAP BLEND FMEIX FMEIX
LARGE BLEND FSTVX FSTVX
LARGE BLEND FUSVX FUSVX
LARGE VALUE FKMOX FKMOX
LARGE GROWTH FMELX FMELX
LARGE BLEND FLAUX FLAUX
LARGE VALUE FLVEX FLVEX
LARGE GROWTH FLGEX FLGEX
LARGE BLEND FLCEX FLCEX
LARGE GROWTH FDFFX FDFFX
LARGE GROWTH FEXPX FEXPX
Total Available Funds: 189
  • 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 FRESX 96% 1 60 0 0.72% 1.12%
REAL ESTATE FRIFX FRIFX 88% 1 60 0 0.71% 3.88%
Global Real Estate FIREX FIREX 84% 1 60 0 1.2% 3.43%
REAL ESTATE FSRVX FSRVX 0% 1 60 0 0.12% 3.34%
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FEMKX 82% 1 60 0 0.9% 0.66%
China Region FHKCX FHKCX 63% 1 60 0 1.53% 1.52%
Latin America Stock FLATX FLATX 57% 1 60 0 0.86% 6.89%
DIVERSIFIED EMERGING MKTS FEDDX FEDDX 36% 1 60 0 1.19% 3.66%
DIVERSIFIED EMERGING MKTS FLILX FLILX 0% 1 60 0 1.3% 0.01%
DIVERSIFIED EMERGING MKTS FPMAX FPMAX 0% 1 60 0 0.22% 1.87%
DIVERSIFIED EMERGING MKTS FTEMX FTEMX 0% 1 60 0 1.1% 121%
DIVERSIFIED EMERGING MKTS FEMEX FEMEX 0% 1 60 0 1.31% 6.42%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FPBFX 100% 1 60 0 1.12% 6.12%
WORLD STOCK FWWFX FWWFX 99% 1 60 0 0.95% 0.85%
Foreign Large Blend FDIVX FDIVX 98% 1 60 0 0.65% 2.01%
Foreign Large Blend FIGRX FIGRX 90% 1 60 0 0.99% 2.89%
Foreign Large Blend FOSFX FOSFX 88% 1 60 0 0.95% 1.38%
JAPAN STOCK FJPNX FJPNX 86% 1 60 0 1.13% 2.65%
FOREIGN SMALL/MID GROWTH FISMX FISMX 82% 1 60 0 1.43% 2.53%
PACIFIC/ASIA EX-JAPAN STK FSEAX FSEAX 78% 1 60 0 1.18% 0%
Foreign Large Growth FIVFX FIVFX 76% 1 60 0 0.8% 0.78%
FOREIGN SMALL/MID GROWTH FSCOX FSCOX 76% 1 60 0 1.3% 1.53%
Foreign Large Growth FIGFX FIGFX 72% 1 60 0 0.89% 0.42%
Foreign Large Blend FTIEX FTIEX 71% 1 60 0 1.55% 1.44%
Foreign Large Value FIVLX FIVLX 65% 1 60 0 1.55% 2.3%
EUROPE STOCK FIEUX FIEUX 61% 1 60 0 0.76% 3.17%
JAPAN STOCK FJSCX FJSCX 59% 1 60 0 0.91% 2.37%
Miscellaneous Region FICDX FICDX 52% 1 60 0 0.86% 1.38%
Miscellaneous Region FNORX FNORX 50% 1 60 0 0.94% 3.6%
WORLD STOCK FGILX FGILX 16% 1 60 0 0.98% 1.01%
Foreign Large Blend FMJDX FMJDX 0% 1 60 0 1.2% 16.47%
Foreign Large Blend FSIVX FSIVX 0% 1 60 0 0.07% 2.44%
Foreign Large Blend FSGDX FSGDX 0% 1 60 0 0.18% 2.29%
Foreign Large Blend FIENX FIENX 0% 1 60 0 0.63% 5.66%
Others
Target Date 2016-2020 FFFDX FFFDX 98% 1 60 0 0.58% 0.28%
Target Date 2011-2015 FFVFX FFVFX 98% 1 60 0 0.54% 0.37%
Retirement Income FFFAX FFFAX 98% 1 60 0 0.42% 1.54%
Consumer Defensive FDFAX FDFAX 97% 1 60 0 1.01% 0.96%
Financial FSPCX FSPCX 97% 1 60 0 0.81% 0%
Money Market-Taxable SPAXX SPAXX 97% 1 60 0 NA 4.16%
Industrials FSRFX FSRFX 96% 1 60 0 0.76% 0%
Equity Energy FNARX FNARX 96% 1 60 0 0.77% 0%
Target Date 2026-2030 FFFEX FFFEX 95% 1 60 0 0.66% 0.16%
Target Date 2036-2040 FFFFX FFFFX 95% 1 60 0 0.64% 2.34%
Target Date 2021-2025 FFTWX FFTWX 95% 1 60 0 0.34% 0.19%
Conservative Allocation FTANX FTANX 95% 1 60 0 0.83% 1.73%
Target Date 2031-2035 FFTHX FFTHX 95% 1 60 0 0.7% 0.09%
Conservative Allocation FASIX FASIX 95% 1 60 0 0.83% 1.95%
Conservative Allocation FSRRX FSRRX 94% 1 60 0 0.95% 4.12%
Target Date 2046-2050 FFFHX FFFHX 94% 1 60 0 0.75% 0%
Target Date 2000-2010 FFFCX FFFCX 92% 1 60 0 0.49% 0.37%
Target Date 2041-2045 FFFGX FFFGX 91% 1 60 0 0.75% 0%
Target Date 2000-2010 FFFVX FFFVX 87% 1 60 0 0.42% 3.37%
Aggressive Allocation FFNOX FFNOX 87% 1 60 0 0.11% 0%
Aggressive Allocation FAMRX FAMRX 85% 1 60 0 1.23% 0%
Moderate Allocation FPURX FPURX 81% 1 60 0 0.5% 0.92%
Moderate Allocation FBALX FBALX 79% 1 60 0 0.5% 1%
EQUITY PRECIOUS METALS FSAGX FSAGX 78% 1 60 0 0.77% 3.56%
Health FSMEX FSMEX 78% 1 60 0 0.84% 0%
Utilities FSUTX FSUTX 78% 1 60 0 0.74% 1.21%
Health FBIOX FBIOX 77% 1 60 0 0.72% 0.91%
Technology FSCSX FSCSX 77% 1 60 0 0.69% 0%
Industrials FSDAX FSDAX 76% 1 60 0 0.75% 0%
Convertibles FCVSX FCVSX 76% 1 60 0 1.04% 1.6%
Equity Energy FSENX FSENX 76% 1 60 0 0.83% 0%
Natural Resources FSCHX FSCHX 76% 1 60 0 0.75% 0%
Technology FBSOX FBSOX 76% 1 60 0 0.73% 0%
Utilities FIUIX FIUIX 75% 1 60 0 0.73% 1.27%
Moderate Allocation FASMX FASMX 75% 1 60 0 0.92% 1.27%
Natural Resources FSDPX FSDPX 75% 1 60 0 0.76% 0%
Health FPHAX FPHAX 75% 1 60 0 0.76% 0%
Consumer Cyclical FDLSX FDLSX 75% 1 60 0 0.74% 0%
Communications FWRLX FWRLX 75% 1 60 0 0.79% 0%
Technology FDCPX FDCPX 75% 1 60 0 0.73% 0%
Communications FSTCX FSTCX 75% 1 60 0 1.13% 1.54%
Moderate Allocation FASGX FASGX 75% 1 60 0 0.97% 0%
Health FSHCX FSHCX 74% 1 60 0 0.73% 0%
Equity Energy FSESX FSESX 74% 1 60 0 0.91% 3.18%
Industrials FCYIX FCYIX 74% 1 60 0 0.76% 0%
Equity Energy FSNGX FSNGX 74% 1 60 0 0.92% 3.25%
Health FSPHX FSPHX 74% 1 60 0 0.69% 7.05%
Target Date 2051+ FDEEX FDEEX 74% 1 60 0 0.65% 0%
Industrials FSLEX FSLEX 74% 1 60 0 0.79% 0%
Technology FSPTX FSPTX 74% 1 60 0 0.7% 5.63%
Industrials FSAIX FSAIX 73% 1 60 0 0.85% 19.53%
Consumer Cyclical FSRPX FSRPX 72% 1 60 0 0.72% 0%
Consumer Cyclical FSHOX FSHOX 72% 1 60 0 0.77% 0%
Financial FSLBX FSLBX 72% 1 60 0 0.75% 0%
Consumer Cyclical FSCPX FSCPX 72% 1 60 0 0.76% 0%
Consumer Cyclical FSAVX FSAVX 71% 1 60 0 0.89% 0%
Technology FSDCX FSDCX 71% 1 60 0 0.87% 12.72%
Consumer Cyclical FBMPX FBMPX 71% 1 60 0 1.07% 0%
Conservative Allocation FFANX FFANX 71% 1 60 0 0.57% 1.42%
Technology FSELX FSELX 71% 1 60 0 0.69% 4.51%
Financial FSRBX FSRBX 70% 1 60 0 0.75% 0%
Financial FIDSX FIDSX 70% 1 60 0 0.75% 0%
Financial FSVLX FSVLX 69% 1 60 0 0.87% 0%
Moderate Allocation FSANX FSANX 68% 1 60 0 1.24% 0%
Industrials FSCGX FSCGX 32% 1 60 0 0.84% 20.11%
Natural Resources FFGCX FFGCX 28% 1 60 0 1.94% 2.45%
Money Market-Taxable FDLXX FDLXX 0% 1 60 0 NA 0%
Money Market-Taxable FGMXX FGMXX 0% 1 60 0 NA NA
Money Market-Taxable SPRXX SPRXX 0% 1 60 0 NA 0%
Money Market-Taxable FDRXX FDRXX 0% 1 60 0 NA 3.84%
World Allocation FDYSX FDYSX 0% 1 60 0 1.08% 15.89%
World Allocation FGBLX FGBLX 0% 1 60 0 1.06% 23.93%
Target Date 2000-2010 FFFBX FFFBX 0% 1 60 0 0.44% 6.09%
FIXED INCOME
Short-Term Bond FSHBX FSHBX 100% 1 60 0 0.5% 1.75%
Intermediate Government FSTGX FSTGX 97% 1 60 0 0.45% 1.42%
Bank Loan FFRHX FFRHX 93% 1 60 0 1.03% 3.5%
High Yield Bond SPHIX SPHIX 91% 1 60 0 1.16% 2.85%
High Yield Bond FAGIX FAGIX 91% 1 60 0 0.93% 2.27%
Intermediate Government FGOVX FGOVX 91% 1 60 0 0.76% 1.93%
Emerging Markets Bond FNMIX FNMIX 89% 1 60 0 0.82% 3.11%
High Yield Bond FHIFX FHIFX 88% 1 60 0 0.75% 2.26%
Intermediate Government FGMNX FGMNX 87% 1 60 0 0.45% 1.8%
SHORT GOVERNMENT FFXSX FFXSX 87% 1 60 0 0.3% 1.17%
Intermediate-Term Bond FTBFX FTBFX 81% 1 60 0 0.5% 2.03%
Intermediate-Term Bond FTHRX FTHRX 78% 1 60 0 0.45% 1.53%
Intermediate-Term Bond FMSFX FMSFX 78% 1 60 0 0.45% 2.03%
Intermediate-Term Bond FBNDX FBNDX 76% 1 60 0 0.76% 1.72%
Multisector Bond FSICX FSICX 74% 1 60 0 0.7% 3.83%
Intermediate-Term Bond FCBFX FCBFX 33% 1 60 0 0.81% 1.7%
WORLD BOND FGBFX FGBFX 26% 1 60 0 0.5% 3.04%
Intermediate-Term Bond FSITX FSITX 0% 1 60 0 0.11% 2.65%
SHORT GOVERNMENT FSBAX FSBAX 0% 1 60 0 0.07% 1.53%
LONG GOVERNMENT FLBAX FLBAX 0% 1 60 0 0.07% 2.86%
Intermediate Government FIBAX FIBAX 0% 1 60 0 0.07% 2.11%
Inflation-Protected Bond FSIYX FSIYX 0% 1 60 0 0.09% 1.42%
High Yield Bond FSADX FSADX 0% 1 60 0 NA 4.64%
Intermediate-Term Bond FWHBX FWHBX 0% 1 60 0 NA 1.99%
WORLD BOND FINUX FINUX 0% 1 60 0 0.75% 2.01%
Inflation-Protected Bond FINPX FINPX 0% 1 60 0 0.45% 5.42%
High Yield Bond FGHNX FGHNX 0% 1 60 0 0.9% 6%
ULTRASHORT BOND FCONX FCONX 0% 1 60 0 0.35% 2.25%
US EQUITY
LARGE GROWTH FFIDX FFIDX 100% 1 60 0 0.46% 0%
LARGE BLEND FDGFX FDGFX 99% 1 60 0 0.77% 3.21%
MID-CAP VALUE FDVLX FDVLX 99% 1 60 0 0.76% 1.19%
LARGE GROWTH FBGRX FBGRX 99% 1 60 0 0.69% 1.24%
LARGE VALUE FEQIX FEQIX 98% 1 60 0 0.57% 0.87%
LARGE VALUE FEQTX FEQTX 97% 1 60 0 0.58% 1.3%
LARGE BLEND FLCSX FLCSX 96% 1 60 0 0.76% 0.27%
LARGE GROWTH FCNTX FCNTX 96% 1 60 0 0.55% 0.07%
LARGE BLEND FDEQX FDEQX 96% 1 60 0 0.37% 0.29%
LARGE BLEND FGRIX FGRIX 95% 1 60 0 0.58% 0.78%
LARGE GROWTH FOCPX FOCPX 94% 1 60 0 0.81% 14.48%
SMALL VALUE FCPVX FCPVX 91% 1 60 0 1.5% 1.61%
LARGE GROWTH FDGRX FDGRX 90% 1 60 0 0.79% 0%
SMALL BLEND FSCRX FSCRX 90% 1 60 0 1.07% 0.21%
LARGE GROWTH FDSVX FDSVX 89% 1 60 0 0.68% 0%
LARGE GROWTH FTRNX FTRNX 88% 1 60 0 0.58% 0%
LARGE GROWTH FTQGX FTQGX 88% 1 60 0 0.47% 0.38%
Small Growth FCPGX FCPGX 87% 1 60 0 1.32% 1.05%
LARGE GROWTH FMILX FMILX 87% 1 60 0 0.89% 0%
MID-CAP BLEND FLVCX FLVCX 85% 1 60 0 0.74% 0.65%
LARGE GROWTH FNCMX FNCMX 84% 1 60 0 0.29% 0.74%
SMALL BLEND FSLCX FSLCX 82% 1 60 0 0.67% 0.05%
Mid-Cap Growth FMCSX FMCSX 77% 1 60 0 0.75% 0.22%
MID-CAP VALUE FSMVX FSMVX 76% 1 60 0 1.08% 0%
LARGE GROWTH FMAGX FMAGX 75% 1 60 0 0.52% 0.25%
MID-CAP BLEND FSLSX FSLSX 74% 1 60 0 1.15% 0%
LARGE GROWTH FDSSX FDSSX 74% 1 60 0 0.66% 0%
LARGE VALUE FSLVX FSLVX 73% 1 60 0 1.94% 0%
LARGE VALUE FSDIX FSDIX 73% 1 60 0 0.68% 1.38%
LARGE GROWTH FDCAX FDCAX 73% 1 60 0 0.83% 0.25%
Mid-Cap Growth FDEGX FDEGX 72% 1 60 0 0.72% 8.56%
SMALL BLEND FDSCX FDSCX 70% 1 60 0 1.46% 0.81%
LARGE VALUE FBCVX FBCVX 70% 1 60 0 0.63% 0.84%
LARGE BLEND FGRTX FGRTX 70% 1 60 0 0.51% 0.55%
LARGE BLEND FVDFX FVDFX 67% 1 60 0 0.8% 2.34%
LARGE GROWTH FFTYX FFTYX 20% 1 60 0 1.65% 1.21%
Mid-Cap Growth FSSMX FSSMX 2% 1 60 0 0.72% 0%
MID-CAP BLEND FLPSX FLPSX 1% 1 60 0 0.92% 1.85%
SMALL BLEND FSSVX FSSVX 0% 1 60 0 0.24% 3.31%
SMALL BLEND FNAPX FNAPX 0% 1 60 0 1.2% 17.59%
SMALL BLEND FCPEX FCPEX 0% 1 60 0 0.55% 1.76%
MID-CAP BLEND FSCKX FSCKX 0% 1 60 0 0.14% 2.71%
MID-CAP BLEND FSEVX FSEVX 0% 1 60 0 0.07% 4.47%
MID-CAP BLEND FMEIX FMEIX 0% 1 60 0 0.45% 4.2%
LARGE BLEND FSTVX FSTVX 0% 1 60 0 0.04% 0%
LARGE BLEND FUSVX FUSVX 0% 1 60 0 0.04% 2.05%
LARGE VALUE FKMOX FKMOX 0% 1 60 0 0.99% 30.13%
LARGE GROWTH FMELX FMELX 0% 1 60 0 0.92% 34.92%
LARGE BLEND FLAUX FLAUX 0% 1 60 0 0.98% 30.54%
LARGE VALUE FLVEX FLVEX 0% 1 60 0 0.39% 7.33%
LARGE GROWTH FLGEX FLGEX 0% 1 60 0 0.39% 1.33%
LARGE BLEND FLCEX FLCEX 0% 1 60 0 0.39% 2.34%
LARGE GROWTH FDFFX FDFFX 0% 1 60 0 0.85% 8.91%
LARGE GROWTH FEXPX FEXPX 0% 1 60 0 0.74% 1.52%
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.


Description
This plan consists of 189 funds, some of them are: FBGRX, FBCVX, FDCAX, FCNTX, FDEQX, FDGFX.


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