MyPlanIQ Fidelity A shares

Fidelity A shares

This Plan is unrated.
Investment Options
Total Available Funds: 53
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEAX fheax
INTERNATIONAL EQUITY
Foreign Large Blend FAIDX faidx
Foreign Large Growth FCPAX fcpax
WORLD STOCK FGEAX fgeax
Others
Utilities FUGAX fugax
Health FBTAX fbtax
Equity Energy FANAX fanax
FIXED INCOME
Multisector Bond FSTAX fstax
Intermediate-Term Bond FEPAX fepax
Intermediate-Term Bond FDIAX fdiax
Total Available Funds: 53
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEAX fheax
INTERNATIONAL EQUITY
Foreign Large Blend FAIDX faidx
Foreign Large Growth FCPAX fcpax
WORLD STOCK FGEAX fgeax
Foreign Large Blend FAOAX faoax
Foreign Large Value FIVMX fivmx
Foreign Large Blend FDVAX fdvax
WORLD STOCK FWAFX fwafx
Foreign Large Blend FTAEX ftaex
Foreign Large Growth FIAGX fiagx
Others
Utilities FUGAX fugax
Health FBTAX fbtax
Equity Energy FANAX fanax
Industrials FCLAX fclax
Health FACDX facdx
Technology FADTX fadtx
Consumer Cyclical FCNAX fcnax
Financial FAFDX fafdx
Consumer Defensive FDAGX fdagx
EQUITY PRECIOUS METALS FGDAX fgdax
Natural Resources FMFAX fmfax
Communications FTUAX ftuax
Moderate Allocation FABLX fablx
Natural Resources FFGAX ffgax
Convertibles FACVX facvx
World Allocation FDASX fdasx
World Allocation FGLAX fglax
FIXED INCOME
Multisector Bond FSTAX fstax
Intermediate-Term Bond FEPAX fepax
Intermediate-Term Bond FDIAX fdiax
Intermediate-Term Bond FMGAX fmgax
Intermediate-Term Bond FGBAX fgbax
Intermediate Government FVIAX fviax
Intermediate-Term Bond FCBAX fcbax
ULTRASHORT BOND FUBAX fubax
Short-Term Bond FSFAX fsfax
Inflation-Protected Bond FIPAX fipax
US EQUITY
LARGE BLEND FALAX falax
LARGE VALUE FASDX fasdx
Mid-Cap Growth FIIAX fiiax
LARGE BLEND FADAX fadax
SMALL BLEND FSCDX fscdx
LARGE BLEND FDTOX fdtox
MID-CAP BLEND FLSAX flsax
LARGE GROWTH FNIAX fniax
LARGE VALUE FEIAX feiax
MID-CAP BLEND FSOAX fsoax
LARGE GROWTH FAGAX fagax
Mid-Cap Growth FMCDX fmcdx
MID-CAP VALUE FMPAX fmpax
LARGE GROWTH EPGAX epgax
LARGE GROWTH FDTTX fdttx
LARGE BLEND FGTAX fgtax
Total Available Funds: 53
  • 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 FHEAX fheax 90% 1 60 0 1.07% 2.32%
INTERNATIONAL EQUITY
Foreign Large Blend FAIDX faidx 49% 1 60 0 0.99% 1.62%
Foreign Large Growth FCPAX fcpax 47% 1 60 0 1.24% 0.16%
WORLD STOCK FGEAX fgeax 47% 1 60 0 1.55% 6.51%
Foreign Large Blend FAOAX faoax 46% 1 60 0 2.16% 0.69%
Foreign Large Value FIVMX fivmx 44% 1 60 0 1.55% 1.81%
Foreign Large Blend FDVAX fdvax 38% 1 60 0 0.91% 4.17%
WORLD STOCK FWAFX fwafx 36% 1 60 0 1.47% 0.67%
Foreign Large Blend FTAEX ftaex 33% 1 60 0 1.55% 1.11%
Foreign Large Growth FIAGX fiagx 30% 1 60 0 0.89% 0.19%
Others
Utilities FUGAX fugax 78% 1 60 0 0.76% 3.1%
Health FBTAX fbtax 77% 1 60 0 0.73% 1.07%
Equity Energy FANAX fanax 76% 1 60 0 1.05% 1.8%
Industrials FCLAX fclax 74% 1 60 0 1.02% 7.61%
Health FACDX facdx 73% 1 60 0 1.72% 0%
Technology FADTX fadtx 72% 1 60 0 1.21% 3.49%
Consumer Cyclical FCNAX fcnax 71% 1 60 0 0.62% 0%
Financial FAFDX fafdx 70% 1 60 0 1.28% 2.12%
Consumer Defensive FDAGX fdagx 69% 1 60 0 1.01% 5.56%
EQUITY PRECIOUS METALS FGDAX fgdax 68% 1 60 0 0.77% 0.35%
Natural Resources FMFAX fmfax 68% 1 60 0 0.76% 4.33%
Communications FTUAX ftuax 67% 1 60 0 1.13% 2.56%
Moderate Allocation FABLX fablx 49% 1 60 0 1.57% 1.29%
Natural Resources FFGAX ffgax 30% 1 60 0 1.94% 1.86%
Convertibles FACVX facvx 27% 1 60 0 0.72% 3.43%
World Allocation FDASX fdasx 0% 1 60 0 1.33% 0%
World Allocation FGLAX fglax 0% 1 60 0 1.37% 5.32%
FIXED INCOME
Multisector Bond FSTAX fstax 67% 1 60 0 0.97% 4.15%
Intermediate-Term Bond FEPAX fepax 52% 1 60 0 0.5% 4.05%
Intermediate-Term Bond FDIAX fdiax 44% 1 60 0 0.35% 1.6%
Intermediate-Term Bond FMGAX fmgax 42% 1 60 0 1.6% 2.18%
Intermediate-Term Bond FGBAX fgbax 42% 1 60 0 0.49% 2.71%
Intermediate Government FVIAX fviax 19% 1 60 0 0.76% 1.62%
Intermediate-Term Bond FCBAX fcbax 11% 1 60 0 0.81% 2.82%
ULTRASHORT BOND FUBAX fubax 0% 1 60 0 0.63% 0.19%
Short-Term Bond FSFAX fsfax 0% 1 60 0 0.7% 0%
Inflation-Protected Bond FIPAX fipax 0% 1 60 0 0.76% 2.37%
US EQUITY
LARGE BLEND FALAX falax 56% 1 60 0 1.17% 1.81%
LARGE VALUE FASDX fasdx 53% 1 60 0 0.68% 3.9%
Mid-Cap Growth FIIAX fiiax 53% 1 60 0 0.74% 0.21%
LARGE BLEND FADAX fadax 52% 1 60 0 0.43% 8.08%
SMALL BLEND FSCDX fscdx 51% 1 60 0 2.15% 4.64%
LARGE BLEND FDTOX fdtox 50% 1 60 0 1.12% 0%
MID-CAP BLEND FLSAX flsax 49% 1 60 0 0.66% 9.93%
LARGE GROWTH FNIAX fniax 48% 1 60 0 0.7% 6.28%
LARGE VALUE FEIAX feiax 44% 1 60 0 1.03% 5.68%
MID-CAP BLEND FSOAX fsoax 43% 1 60 0 0.75% 2.06%
LARGE GROWTH FAGAX fagax 41% 1 60 0 0.52% 0%
Mid-Cap Growth FMCDX fmcdx 34% 1 60 0 0.72% 8.83%
MID-CAP VALUE FMPAX fmpax 33% 1 60 0 1.08% 0.39%
LARGE GROWTH EPGAX epgax 31% 1 60 0 0.72% 1.7%
LARGE GROWTH FDTTX fdttx 31% 1 60 0 1.32% 0%
LARGE BLEND FGTAX fgtax 23% 1 60 0 0.51% 0.37%
Average Expense Ratio: 1.02%
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Model Portfolios

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
This plan consists of 53 funds, some of them are: FDVAX, FGEAX, FCPAX, FAIDX, FIAGX, FIVMX.


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