MyPlanIQ Best Funds 4

Best Funds 4

This Plan is unrated.
Investment Options
Total Available Funds: 42
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE BREFX BREFX
Global Real Estate TVRVX TVRVX
REAL ESTATE FSRVX FSRVX
Emerging Market
DIVERSIFIED EMERGING MKTS BEXFX BEXFX
DIVERSIFIED EMERGING MKTS FPMAX FPMAX
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX FOSFX
FOREIGN SMALL/MID GROWTH FSCOX FSCOX
Foreign Large Growth FIVFX FIVFX
Others
ROOT CASH CASH
Total Available Funds: 42
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE BREFX BREFX
Global Real Estate TVRVX TVRVX
REAL ESTATE FSRVX FSRVX
Emerging Market
DIVERSIFIED EMERGING MKTS BEXFX BEXFX
DIVERSIFIED EMERGING MKTS FPMAX FPMAX
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX FOSFX
FOREIGN SMALL/MID GROWTH FSCOX FSCOX
Foreign Large Growth FIVFX FIVFX
Foreign Small/Mid Value QUSOX QUSOX
Foreign Large Blend FSIVX FSIVX
Others
ROOT CASH CASH
FIXED INCOME
Intermediate Government FSTGX FSTGX
Intermediate-Term Bond JAFIX JAFIX
High Yield Bond SPHIX SPHIX
High Yield Bond FAGIX FAGIX
Emerging Markets Bond FNMIX FNMIX
Intermediate-Term Bond MWTRX MWTRX
SHORT GOVERNMENT FFXSX FFXSX
Intermediate-Term Bond FTBFX FTBFX
Multisector Bond FSICX FSICX
Intermediate-Term Bond TGMNX TGMNX
Intermediate-Term Bond PTTDX PTTDX
Intermediate-Term Bond PBDDX PBDDX
Multisector Bond LSBRX LSBRX
Intermediate-Term Bond WAPIX WAPIX
Multisector Bond PONDX PONDX
Intermediate-Term Bond DLTNX DLTNX
Intermediate Government FIBIX FIBIX
US EQUITY
LARGE GROWTH FOCPX FOCPX
LARGE GROWTH PARWX PARWX
Small Growth FCPGX FCPGX
LARGE GROWTH GTLLX GTLLX
MID-CAP VALUE FSMVX FSMVX
Mid-Cap Growth ETGLX ETGLX
LARGE BLEND SMVLX SMVLX
Mid-Cap Growth AKREX AKREX
Small Growth ACWDX ACWDX
Small Growth FFGRX FFGRX
SMALL BLEND FSSVX FSSVX
LARGE BLEND FUSVX FUSVX
SMALL BLEND FCPEX FCPEX
MID-CAP BLEND FSCKX FSCKX
Total Available Funds: 42
  • 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 BREFX BREFX 13% 2 60 0 1.07% 0.06%
Global Real Estate TVRVX TVRVX 6% 2 60 0 1.05% 5.23%
REAL ESTATE FSRVX FSRVX 0% 3 60 0 0.12% 2.47%
Emerging Market
DIVERSIFIED EMERGING MKTS BEXFX BEXFX 33% 2 60 0 1.38% 0.34%
DIVERSIFIED EMERGING MKTS FPMAX FPMAX 0% 3 60 0 0.22% 0%
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX FOSFX 88% 1 60 0 0.95% 1.05%
FOREIGN SMALL/MID GROWTH FSCOX FSCOX 79% 3 60 0 1.3% 0.9%
Foreign Large Growth FIVFX FIVFX 77% 1 60 0 0.8% 0.36%
Foreign Small/Mid Value QUSOX QUSOX 19% 2 60 0 1.04% 0%
Foreign Large Blend FSIVX FSIVX 0% 3 60 0 0.07% 2.62%
Others
ROOT CASH CASH 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate Government FSTGX FSTGX 97% 2 60 0 0.45% 1.64%
Intermediate-Term Bond JAFIX JAFIX 96% 2 60 0 0.7% 4.2%
High Yield Bond SPHIX SPHIX 92% 3 60 0 1.16% 4.08%
High Yield Bond FAGIX FAGIX 91% 3 60 0 0.93% 4.03%
Emerging Markets Bond FNMIX FNMIX 89% 3 60 0 0.82% 3.93%
Intermediate-Term Bond MWTRX MWTRX 89% 2 60 0 0.52% 4.08%
SHORT GOVERNMENT FFXSX FFXSX 87% 1 60 0 0.3% 1.58%
Intermediate-Term Bond FTBFX FTBFX 81% 1 60 0 0.5% 3.24%
Multisector Bond FSICX FSICX 74% 1 60 0 0.7% 2.07%
Intermediate-Term Bond TGMNX TGMNX 66% 2 60 0 0.7% 5.84%
Intermediate-Term Bond PTTDX PTTDX 65% 2 60 0 0.75% 4.84%
Intermediate-Term Bond PBDDX PBDDX 58% 2 60 0 0.9% 3.76%
Multisector Bond LSBRX LSBRX 55% 2 60 0 1.15% 5.79%
Intermediate-Term Bond WAPIX WAPIX 42% 2 60 0 0.42% 3.57%
Multisector Bond PONDX PONDX 40% 2 60 0 0.77% 6.83%
Intermediate-Term Bond DLTNX DLTNX 32% 2 60 0 0.73% 4.01%
Intermediate Government FIBIX FIBIX 0% 1 60 0 0.17% 2.09%
US EQUITY
LARGE GROWTH FOCPX FOCPX 94% 1 60 0 0.81% 0.06%
LARGE GROWTH PARWX PARWX 92% 2 60 0 0.88% 1.72%
Small Growth FCPGX FCPGX 87% 3 60 0 1.32% 0%
LARGE GROWTH GTLLX GTLLX 80% 2 60 0 0.84% 0.15%
MID-CAP VALUE FSMVX FSMVX 77% 1 60 0 1.08% 0.76%
Mid-Cap Growth ETGLX ETGLX 69% 2 60 0 2.11% 0%
LARGE BLEND SMVLX SMVLX 60% 2 60 0 1.84% 1.36%
Mid-Cap Growth AKREX AKREX 26% 2 60 0 1.3% 3.59%
Small Growth ACWDX ACWDX 23% 2 60 0 0.87% 0%
Small Growth FFGRX FFGRX 11% 2 60 0 1.68% 3.55%
SMALL BLEND FSSVX FSSVX 0% 3 60 0 0.24% 3.61%
LARGE BLEND FUSVX FUSVX 0% 1 60 0 0.04% 1.84%
SMALL BLEND FCPEX FCPEX 0% 3 60 0 0.55% 1.71%
MID-CAP BLEND FSCKX FSCKX 0% 3 60 0 0.14% 2.23%
Average Expense Ratio: 0.81%
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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 42 funds, some of them are: BEXFX, FPMAX, TVRVX, BREFX, FSRVX, FOSFX.


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