MyPlanIQ Major Brokerage Investor Fidelity Core Mutual Funds R Values

Fidelity Core Mutual Funds R Values

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PETDX PIMCO Real Estate Real Return Strategy D
REAL ESTATE FRESX Fidelity Real Estate Investment
Global Real Estate FIREX Fidelity International Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS FPEMX Fidelity Spartan EMkts Idx Inv
INTERNATIONAL EQUITY
Foreign Large Blend PIPDX PIMCO International StocksPLUS TR Str D
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Foreign Large Blend PPUDX PIMCO Intl StkPLUS TR Strat (Unhedged) D
COMMODITIES
COMMODITIES BROAD BASKET PCRDX PIMCO Commodity Real Ret Strat Admin
COMMODITIES BROAD BASKET GSCAX Goldman Sachs Commodity Strategy A
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PETDX PIMCO Real Estate Real Return Strategy D
REAL ESTATE FRESX Fidelity Real Estate Investment
Global Real Estate FIREX Fidelity International Real Estate
REAL ESTATE CSRSX Cohen & Steers Realty Shares
REAL ESTATE FRXIX Fidelity Spartan Real Estate Idx Inv
Emerging Market
DIVERSIFIED EMERGING MKTS FPEMX Fidelity Spartan EMkts Idx Inv
INTERNATIONAL EQUITY
Foreign Large Blend PIPDX PIMCO International StocksPLUS TR Str D
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Foreign Large Blend PPUDX PIMCO Intl StkPLUS TR Strat (Unhedged) D
COMMODITIES
COMMODITIES BROAD BASKET PCRDX PIMCO Commodity Real Ret Strat Admin
COMMODITIES BROAD BASKET GSCAX Goldman Sachs Commodity Strategy A
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Intermediate-Term Bond PTTDX PIMCO Total Return D
Intermediate-Term Bond PBDDX PIMCO Investment Grade Corp Bd D
Multisector Bond LSBRX Loomis Sayles Bond Retail
Multisector Bond PONDX PIMCO Income D
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
US EQUITY
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv
LARGE GROWTH FNCMX Fidelity Nasdaq Composite Index
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
LARGE BLEND PSPDX PIMCO StocksPLUS D
SMALL BLEND FSSPX Fidelity Spartan Sm Cp Idx Inv
Total Available Funds: 25
  • 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 PETDX PIMCO Real Estate Real Return Strategy D 99% 2 60 0 1.14% 0.71%
REAL ESTATE FRESX Fidelity Real Estate Investment 97% 3 60 0 0.72% 7.55%
Global Real Estate FIREX Fidelity International Real Estate 84% 3 60 0 1.2% 1.93%
REAL ESTATE CSRSX Cohen & Steers Realty Shares 76% 2 60 0 0.88% 3.77%
REAL ESTATE FRXIX Fidelity Spartan Real Estate Idx Inv 16% 3 60 0 0.26% 1.38%
Emerging Market
DIVERSIFIED EMERGING MKTS FPEMX Fidelity Spartan EMkts Idx Inv 40% 3 60 0 0.33% 0%
INTERNATIONAL EQUITY
Foreign Large Blend PIPDX PIMCO International StocksPLUS TR Str D 99% 2 60 0 1.15% 10.69%
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv 86% 3 60 0 0.17% 2.83%
Foreign Large Blend PPUDX PIMCO Intl StkPLUS TR Strat (Unhedged) D 6% 2 60 0 1.04% 1.93%
COMMODITIES
COMMODITIES BROAD BASKET PCRDX PIMCO Commodity Real Ret Strat Admin 66% 2 60 0 1.19% 5.32%
COMMODITIES BROAD BASKET GSCAX Goldman Sachs Commodity Strategy A 51% 2 60 0 0.59% 13.55%
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M 89% 2 60 0 0.52% 4.15%
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 3 60 0 0.5% 4.24%
Intermediate-Term Bond TGMNX TCW Total Return Bond N 66% 2 60 0 0.7% 6.35%
Intermediate-Term Bond PTTDX PIMCO Total Return D 65% 2 60 0 0.75% 3.76%
Intermediate-Term Bond PBDDX PIMCO Investment Grade Corp Bd D 58% 2 60 0 0.9% 3.72%
Multisector Bond LSBRX Loomis Sayles Bond Retail 55% 2 60 0 1.15% 5.79%
Multisector Bond PONDX PIMCO Income D 40% 2 60 0 0.77% 6.83%
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N 32% 2 60 0 0.73% 4.01%
US EQUITY
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv 94% 3 60 0 0.09% 1.25%
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 BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv 75% 3 60 0 0.1% 1.38%
LARGE BLEND PSPDX PIMCO StocksPLUS D 41% 2 60 0 0.9% 1.69%
SMALL BLEND FSSPX Fidelity Spartan Sm Cp Idx Inv 18% 3 60 0 0.38% 0.35%
Average Expense Ratio: 0.66%
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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 3.3% 10.8% 0.6% 3.1% 4.6% 7.7%

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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 25 funds. It covers 6 major asset classes and 11 minor asset classes. The major asset classes it covers are REITs, Fixed Income, US Equity, Emerging Market Equity, Foreign Equity and Commodity.

Select one or two core index funds for each asset class. 

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