MyPlanIQ Best Funds Short

Best Funds Short

This Plan is unrated.
Investment Options
Total Available Funds: 67
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE NBRFX Neuberger Berman Real Estate Tr
Global Real Estate FIREX Fidelity International Real Estate
Global Real Estate JERTX Janus Global Real Estate T
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
DIVERSIFIED EMERGING MKTS MDDCX BlackRock Emerging Mkts Inv A
DIVERSIFIED EMERGING MKTS FEDDX Fidelity Emerging Markets Discovery
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
Foreign Large Blend FOSFX Fidelity Overseas
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
Total Available Funds: 67
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE NBRFX Neuberger Berman Real Estate Tr
Global Real Estate FIREX Fidelity International Real Estate
Global Real Estate JERTX Janus Global Real Estate T
REAL ESTATE BREFX Baron Real Estate Retail
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
DIVERSIFIED EMERGING MKTS MDDCX BlackRock Emerging Mkts Inv A
DIVERSIFIED EMERGING MKTS FEDDX Fidelity Emerging Markets Discovery
DIVERSIFIED EMERGING MKTS AMDWX Amana Developing World
DIVERSIFIED EMERGING MKTS GQGPX GQG Partners Emerg Mkts Eq Investor
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
Foreign Large Blend FOSFX Fidelity Overseas
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
Foreign Large Growth FIVFX Fidelity International Captial Appreciation
Foreign Large Blend FTIEX Fidelity Total International Equity
Foreign Large Blend GSAKX Goldman Sachs Strategic Intl Equity A
Foreign Large Growth MIOPX Morgan Stanley Inst Intl Opp P
Foreign Large Blend HEFA iShares Currency hedged MSCI EFA ETF
INTERNATIONAL EQUITY GSIHX Goldman Sachs GQG Ptnrs Intl Opp A
Others
ROOT CASH Cash
US EQUITY
LARGE BLEND OAKMX Oakmark
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
LARGE BLEND JSVAX Janus Contrarian T
SMALL BLEND RWJ Small Cap 600 ETF
LARGE BLEND FGRIX Fidelity Growth & Income
LARGE GROWTH FOCPX Fidelity OTC
LARGE GROWTH PARWX Parnassus Endeavor Investor
SMALL VALUE FCPVX Fidelity Small Cap Value
SMALL BLEND FSCRX Fidelity Small Cap Discovery
LARGE BLEND AFDIX American Century Fundamental Equity Inv
Small Growth FCPGX Fidelity Small Cap Growth
MID-CAP VALUE FSLSX Fidelity Value Strategies
Small Growth CSMVX Century Small Cap Select Inv
SMALL BLEND FDSCX Fidelity Stock Selector Small Cap
SMALL BLEND TSCSX Thrivent Small Cap Stock I
LARGE BLEND ACFOX American Century Legacy Foc Lg Cap Inv
Mid-Cap Growth MACGX Morgan Stanley Inst Mid Cap Growth A
LARGE GROWTH CPOAX Morgan Stanley Multi Cap Growth
Mid-Cap Growth BIOPX Baron Opportunity Retail
LARGE VALUE DHTAX Diamond Hill Select A
LARGE GROWTH MSEGX Morgan Stanley Institutional Growth P
Small Growth MSSMX Morgan Stanley Inception A
Mid-Cap Growth BFGFX Baron Focused Growth Retail
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
SMALL VALUE AFDVX Applied Finance Explorer Fund
Mid-Cap Growth CMIDX Congress Mid Cap Growth
MIDDLE VALUE AMDVX American Century Mid Cap Value
FIXED INCOME
Intermediate-Term Bond JAFIX Janus Flexible Bond T
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 PBDAX PIMCO Investment Grade Corp Bd A
Intermediate-Term Bond PDBAX Prudential Total Return Bond A
Multisector Bond LSBRX Loomis Sayles Bond Retail
Muni National Short FLTDX Nuveen Limited-Term Municipal Bond A
Muni National Short FSHAX Nuveen Short Term Municipal Bond A
Muni National Interm NMBAX Nuveen Interm Duration Muni Bond A
Muni National Long FLAAX Nuveen All-American Municipal Bond A
High Yield Muni NHMAX Nuveen High Yield Municipal Bond A
Intermediate-Term Bond DLTNX Doubleline Total Return Bond N
Intermediate-Term Bond BOND PIMCO Total Return Active ETF
High Yield Muni GHYAX Goldman Sachs High Yield Muni A
Intermediate-Term Bond WABAX Western Asset Core Bond A
Multisector Bond PONAX PIMCO Income A
Intermediate-Term Bond TOTL SPDR® DoubleLine Total Return Tact ETF
Intermediate-Term Bond FBND Fidelity Total Bond ETF
Multisector Bond FADMX Fidelity Strategic Income Fund
Total Available Funds: 67
  • 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 NBRFX Neuberger Berman Real Estate Tr 86% 2 60 0 1.4% 2.21%
Global Real Estate FIREX Fidelity International Real Estate 84% 1 60 0 1.2% 1.99%
Global Real Estate JERTX Janus Global Real Estate T 32% 2 60 0 1.27% 3.33%
REAL ESTATE BREFX Baron Real Estate Retail 13% 2 60 0 1.07% 0.06%
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets 83% 1 60 0 0.9% 1.09%
DIVERSIFIED EMERGING MKTS MDDCX BlackRock Emerging Mkts Inv A 59% 2 60 0 1.87% 1.53%
DIVERSIFIED EMERGING MKTS FEDDX Fidelity Emerging Markets Discovery 37% 1 60 0 1.19% 2.15%
DIVERSIFIED EMERGING MKTS AMDWX Amana Developing World 20% 2 60 0 1.21% 0%
DIVERSIFIED EMERGING MKTS GQGPX GQG Partners Emerg Mkts Eq Investor 2% 2 60 0 0.98% 4.33%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin 100% 1 60 0 1.12% 5.52%
Foreign Large Blend FOSFX Fidelity Overseas 88% 1 60 0 0.95% 1.05%
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia 82% 1 60 0 1.18% 0.08%
Foreign Large Growth FIVFX Fidelity International Captial Appreciation 77% 1 60 0 0.8% 0.36%
Foreign Large Blend FTIEX Fidelity Total International Equity 71% 1 60 0 1.55% 1.36%
Foreign Large Blend GSAKX Goldman Sachs Strategic Intl Equity A 30% 2 60 0 0.84% 2%
Foreign Large Growth MIOPX Morgan Stanley Inst Intl Opp P 17% 2 60 0 0.92% 0%
Foreign Large Blend HEFA iShares Currency hedged MSCI EFA ETF 2% 0 60 0 0.35% 2.12%
INTERNATIONAL EQUITY GSIHX Goldman Sachs GQG Ptnrs Intl Opp A 0% 2 60 0 0.77% 3.76%
Others
ROOT CASH Cash 0% 0 60 0 NA 4.14%
US EQUITY
LARGE BLEND OAKMX Oakmark 99% 2 60 0 0.63% 0.98%
LARGE GROWTH FBGRX Fidelity Blue Chip Growth 99% 1 60 0 0.69% 0%
LARGE BLEND JSVAX Janus Contrarian T 97% 2 60 0 0.99% 0.4%
SMALL BLEND RWJ Small Cap 600 ETF 97% 0 60 0 0.39% 1.33%
LARGE BLEND FGRIX Fidelity Growth & Income 95% 1 60 0 0.58% 1.47%
LARGE GROWTH FOCPX Fidelity OTC 94% 1 60 0 0.81% 0.06%
LARGE GROWTH PARWX Parnassus Endeavor Investor 92% 2 60 0 0.88% 1.72%
SMALL VALUE FCPVX Fidelity Small Cap Value 91% 1 60 0 1.5% 3.99%
SMALL BLEND FSCRX Fidelity Small Cap Discovery 90% 1 60 0 1.07% 1.16%
LARGE BLEND AFDIX American Century Fundamental Equity Inv 90% 2 60 0 1.79% 0.51%
Small Growth FCPGX Fidelity Small Cap Growth 87% 1 60 0 1.32% 0%
MID-CAP VALUE FSLSX Fidelity Value Strategies 74% 1 60 0 1.15% 0.61%
Small Growth CSMVX Century Small Cap Select Inv 71% 2 60 0 1% 0%
SMALL BLEND FDSCX Fidelity Stock Selector Small Cap 71% 1 60 0 1.46% 0.22%
SMALL BLEND TSCSX Thrivent Small Cap Stock I 67% 2 60 0 1.05% 0.39%
LARGE BLEND ACFOX American Century Legacy Foc Lg Cap Inv 66% 2 60 0 0.51% 0%
Mid-Cap Growth MACGX Morgan Stanley Inst Mid Cap Growth A 61% 2 60 0 1.03% 0%
LARGE GROWTH CPOAX Morgan Stanley Multi Cap Growth 60% 2 60 0 1.15% 0%
Mid-Cap Growth BIOPX Baron Opportunity Retail 60% 2 60 0 1.31% 0%
LARGE VALUE DHTAX Diamond Hill Select A 60% 2 60 0 0.75% 0.06%
LARGE GROWTH MSEGX Morgan Stanley Institutional Growth P 57% 2 60 0 0.49% 0%
Small Growth MSSMX Morgan Stanley Inception A 46% 2 60 0 2.1% 0%
Mid-Cap Growth BFGFX Baron Focused Growth Retail 12% 2 60 0 1.32% 0%
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl 4% 1 60 0 0.02% 1.04%
SMALL VALUE AFDVX Applied Finance Explorer Fund 0% 2 60 0 1.08% 0.57%
Mid-Cap Growth CMIDX Congress Mid Cap Growth 0% 2 60 0 1.03% 6.53%
MIDDLE VALUE AMDVX American Century Mid Cap Value 0% 2 60 0 0% 7.92%
FIXED INCOME
Intermediate-Term Bond JAFIX Janus Flexible Bond T 96% 2 60 0 0.7% 4.2%
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M 89% 2 60 0 0.52% 4.08%
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 0 60 0 0.5% 3.24%
Intermediate-Term Bond TGMNX TCW Total Return Bond N 66% 2 60 0 0.7% 5.84%
Intermediate-Term Bond PTTDX PIMCO Total Return D 65% 2 60 0 0.75% 4.84%
Intermediate-Term Bond PBDAX PIMCO Investment Grade Corp Bd A 58% 2 60 0 0.61% 3.76%
Intermediate-Term Bond PDBAX Prudential Total Return Bond A 58% 2 60 0 1.01% 5.57%
Multisector Bond LSBRX Loomis Sayles Bond Retail 55% 2 60 0 1.15% 5.79%
Muni National Short FLTDX Nuveen Limited-Term Municipal Bond A 48% 2 60 0 1.39% 1.97%
Muni National Short FSHAX Nuveen Short Term Municipal Bond A 43% 2 60 0 1.47% 1.87%
Muni National Interm NMBAX Nuveen Interm Duration Muni Bond A 39% 2 60 0 0.63% 2.7%
Muni National Long FLAAX Nuveen All-American Municipal Bond A 36% 2 60 0 0.7% 3.56%
High Yield Muni NHMAX Nuveen High Yield Municipal Bond A 33% 2 60 0 0.72% 5.48%
Intermediate-Term Bond DLTNX Doubleline Total Return Bond N 32% 2 60 0 0.73% 4.01%
Intermediate-Term Bond BOND PIMCO Total Return Active ETF 30% 0 60 0 0.56% 4.01%
High Yield Muni GHYAX Goldman Sachs High Yield Muni A 29% 2 60 0 0.53% 4.01%
Intermediate-Term Bond WABAX Western Asset Core Bond A 13% 2 60 0 0.42% 3.58%
Multisector Bond PONAX PIMCO Income A 11% 2 60 0 0.51% 6.83%
Intermediate-Term Bond TOTL SPDR® DoubleLine Total Return Tact ETF 3% 0 60 0 0.55% 4.95%
Intermediate-Term Bond FBND Fidelity Total Bond ETF 2% 0 60 0 0.36% 4.18%
Multisector Bond FADMX Fidelity Strategic Income Fund 2% 0 60 0 0.97% 3.29%
Average Expense Ratio: 0.93%
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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*
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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 67 funds. It covers 5 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Fixed Income, REITs and Foreign Equity.
Please put GQGPX in the Emerging Markets group as it is an Emerging Markets fund.  Thanks.  

In addition, CMIDX is a mid cap growth fund and AFDVX is a small cap value fund.  Please fix both.  Thanks.  


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