MyPlanIQ FFO4

FFO4

This Plan is unrated.
Investment Options
Total Available Funds: 39
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FRESX
Global Real Estate FIREX FIREX
REAL ESTATE CSEIX CSEIX
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FEMKX
DIVERSIFIED EMERGING MKTS FTEMX FTEMX
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FPBFX
Foreign Large Blend FOSFX FOSFX
FOREIGN SMALL/MID GROWTH FISMX FISMX
Others
Consumer Defensive FDFAX FDFAX
Utilities FSUTX FSUTX
Utilities FIUIX FIUIX
Total Available Funds: 39
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FRESX
Global Real Estate FIREX FIREX
REAL ESTATE CSEIX CSEIX
REAL ESTATE BREFX BREFX
Global Real Estate TVRVX TVRVX
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FEMKX
DIVERSIFIED EMERGING MKTS FTEMX FTEMX
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FPBFX
Foreign Large Blend FOSFX FOSFX
FOREIGN SMALL/MID GROWTH FISMX FISMX
FOREIGN SMALL/MID GROWTH FSCOX FSCOX
Foreign Large Growth FIVFX FIVFX
Others
Consumer Defensive FDFAX FDFAX
Utilities FSUTX FSUTX
Utilities FIUIX FIUIX
ROOT CASH CASH
US EQUITY
LARGE GROWTH FCNTX FCNTX
LARGE GROWTH FOCPX FOCPX
LARGE BLEND FSTMX FSTMX
Small Growth FCPGX FCPGX
LARGE GROWTH FNCMX FNCMX
SMALL BLEND FSLCX FSLCX
LARGE BLEND FUSEX FUSEX
MID-CAP VALUE FSMVX FSMVX
MID-CAP BLEND FSEMX FSEMX
Mid-Cap Growth FDEGX FDEGX
LARGE VALUE FBCVX FBCVX
SMALL VALUE ESPAX ESPAX
FIXED INCOME
Intermediate-Term Bond JAFIX JAFIX
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
Total Available Funds: 39
  • 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 97% 1 60 0 0.72% 7.55%
Global Real Estate FIREX FIREX 84% 3 60 0 1.2% 1.93%
REAL ESTATE CSEIX CSEIX 47% 2 60 0 1.1% 2.07%
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%
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FEMKX 83% 3 60 0 0.9% 1.04%
DIVERSIFIED EMERGING MKTS FTEMX FTEMX 37% 3 60 0 1.1% 3.14%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FPBFX 100% 3 60 0 1.12% 5.2%
Foreign Large Blend FOSFX FOSFX 88% 1 60 0 0.95% 0.97%
FOREIGN SMALL/MID GROWTH FISMX FISMX 84% 3 60 0 1.43% 1.8%
FOREIGN SMALL/MID GROWTH FSCOX FSCOX 79% 3 60 0 1.3% 3.69%
Foreign Large Growth FIVFX FIVFX 77% 1 60 0 0.8% 0.36%
Others
Consumer Defensive FDFAX FDFAX 97% 1 60 0 1.01% 5.76%
Utilities FSUTX FSUTX 77% 1 60 0 0.74% 5.2%
Utilities FIUIX FIUIX 75% 1 60 0 0.73% 6.42%
ROOT CASH CASH 0% 1 60 0 NA 3.73%
US EQUITY
LARGE GROWTH FCNTX FCNTX 96% 1 60 0 0.55% 2.71%
LARGE GROWTH FOCPX FOCPX 94% 1 60 0 0.81% 0.05%
LARGE BLEND FSTMX FSTMX 94% 1 60 0 0.09% 1.25%
Small Growth FCPGX FCPGX 87% 3 60 0 1.32% 0%
LARGE GROWTH FNCMX FNCMX 84% 1 60 0 0.29% 0.61%
SMALL BLEND FSLCX FSLCX 82% 1 60 0 0.67% 0.02%
LARGE BLEND FUSEX FUSEX 79% 1 60 0 0.09% 1.34%
MID-CAP VALUE FSMVX FSMVX 77% 1 60 0 1.08% 1.34%
MID-CAP BLEND FSEMX FSEMX 75% 1 60 0 0.1% 1.38%
Mid-Cap Growth FDEGX FDEGX 72% 1 60 0 0.72% 0.05%
LARGE VALUE FBCVX FBCVX 71% 1 60 0 0.63% 3.48%
SMALL VALUE ESPAX ESPAX 44% 2 60 0 1.16% 1.25%
FIXED INCOME
Intermediate-Term Bond JAFIX JAFIX 96% 3 60 0 0.7% 4.39%
Intermediate-Term Bond FTBFX FTBFX 81% 3 60 0 0.5% 4.24%
Multisector Bond FSICX FSICX 74% 3 60 0 0.7% 2.07%
Intermediate-Term Bond TGMNX TGMNX 66% 3 60 0 0.7% 6.35%
Intermediate-Term Bond PTTDX PTTDX 65% 3 60 0 0.75% 3.76%
Intermediate-Term Bond PBDDX PBDDX 58% 3 60 0 0.9% 3.72%
Multisector Bond LSBRX LSBRX 55% 3 60 0 1.15% 5.79%
Intermediate-Term Bond WAPIX WAPIX 42% 3 60 0 0.42% 3.57%
Multisector Bond PONDX PONDX 40% 3 60 0 0.77% 6.83%
Intermediate-Term Bond DLTNX DLTNX 32% 3 60 0 0.73% 4.01%
Intermediate Government FIBIX FIBIX 0% 3 60 0 0.17% 0%
Average Expense Ratio: 0.8%
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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 39 funds, some of them are: FEMKX, FRESX, FIREX, FPBFX, FOSFX, FIVFX.


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