MyPlanIQ Fidelity Extended Fund Picks for 403B

Fidelity Extended Fund Picks for 403B

This Plan is unrated.
Investment Options
Total Available Funds: 312
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate PETDX PETDX
REAL ESTATE FRESX FRESX
REAL ESTATE FRIFX FRIFX
Emerging Market
DIVERSIFIED EMERGING MKTS TWMIX TWMIX
DIVERSIFIED EMERGING MKTS HLEMX HLEMX
DIVERSIFIED EMERGING MKTS FEMKX FEMKX
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FPBFX
WORLD STOCK FWWFX FWWFX
Foreign Large Blend PIPDX PIPDX
Total Available Funds: 312
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate PETDX PETDX
REAL ESTATE FRESX FRESX
REAL ESTATE FRIFX FRIFX
Global Real Estate FIREX FIREX
REAL ESTATE REACX REACX
Global Real Estate RRGAX RRGAX
Global Real Estate JERTX JERTX
Global Real Estate DRLAX DRLAX
Global Real Estate POSAX POSAX
REAL ESTATE BREFX BREFX
Global Real Estate TVRVX TVRVX
REAL ESTATE HLPPX HLPPX
REAL ESTATE MNREX MNREX
Emerging Market
DIVERSIFIED EMERGING MKTS TWMIX TWMIX
DIVERSIFIED EMERGING MKTS HLEMX HLEMX
DIVERSIFIED EMERGING MKTS FEMKX FEMKX
DIVERSIFIED EMERGING MKTS NMMEX NMMEX
China Region FHKCX FHKCX
DIVERSIFIED EMERGING MKTS BEXFX BEXFX
DIVERSIFIED EMERGING MKTS HLMOX HLMOX
China Region JCHAX JCHAX
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FPBFX
WORLD STOCK FWWFX FWWFX
Foreign Large Blend PIPDX PIPDX
Foreign Large Value AAIPX AAIPX
Foreign Large Blend FDIVX FDIVX
FOREIGN SMALL/MID GROWTH WAIOX WAIOX
Foreign Large Blend ARTIX ARTIX
DIVERSIFIED PACIFIC/ASIA MPACX MPACX
Foreign Large Blend FIGRX FIGRX
Foreign Large Blend FOSFX FOSFX
JAPAN STOCK FJPNX FJPNX
Foreign Large Blend FSIIX FSIIX
WORLD STOCK WAGTX WAGTX
Foreign Large Value BIIEX BIIEX
FOREIGN SMALL/MID GROWTH FISMX FISMX
Foreign Large Growth TWIEX TWIEX
Foreign Small/Mid Blend OAKEX OAKEX
PACIFIC/ASIA EX-JAPAN STK FSEAX FSEAX
PACIFIC/ASIA EX-JAPAN STK MACSX MACSX
WORLD STOCK ARTGX ARTGX
FOREIGN SMALL/MID GROWTH FSCOX FSCOX
Foreign Large Growth FIVFX FIVFX
Foreign Large Growth FIGFX FIGFX
JAPAN STOCK MJFOX MJFOX
DIVERSIFIED PACIFIC/ASIA MDPCX MDPCX
Foreign Large Blend FTIEX FTIEX
Foreign Large Growth CIGRX CIGRX
Foreign Large Growth HLMNX HLMNX
EUROPE STOCK FIEUX FIEUX
JAPAN STOCK FJSCX FJSCX
PACIFIC/ASIA EX-JAPAN STK MSMLX MSMLX
Miscellaneous Region FICDX FICDX
Foreign Small/Mid Value PNVAX PNVAX
Miscellaneous Region FNORX FNORX
EUROPE STOCK HFEAX HFEAX
Foreign Large Value CIHDX CIHDX
Foreign Large Blend LISOX LISOX
FOREIGN SMALL/MID GROWTH ISCAX ISCAX
Foreign Large Value QFVOX QFVOX
Foreign Large Blend MIQBX MIQBX
EUROPE STOCK MDEFX MDEFX
WORLD STOCK BABDX BABDX
Foreign Large Blend CWVGX CWVGX
WORLD STOCK DEQAX DEQAX
FOREIGN SMALL/MID GROWTH OBIOX OBIOX
EUROPE STOCK VEUAX VEUAX
Foreign Small/Mid Blend GLFOX GLFOX
Foreign Large Value IVFAX IVFAX
Foreign Small/Mid Value QUSOX QUSOX
Foreign Large Growth JOHAX JOHAX
Foreign Small/Mid Blend MISAX MISAX
Foreign Small/Mid Value GICAX GICAX
WORLD STOCK TOLLX TOLLX
Foreign Large Blend PPUDX PPUDX
Foreign Small/Mid Value TVIVX TVIVX
Foreign Small/Mid Blend GISAX GISAX
FOREIGN SMALL/MID GROWTH ALODX ALODX
Others
Consumer Defensive FDFAX FDFAX
Financial FSPCX FSPCX
Industrials FSRFX FSRFX
Equity Energy FNARX FNARX
Aggressive Allocation EXHAX EXHAX
Moderate Allocation OAKBX OAKBX
Moderate Allocation BUFBX BUFBX
World Allocation JSPMX JSPMX
Moderate Allocation FPURX FPURX
Conservative Allocation GLRBX GLRBX
Moderate Allocation FBALX FBALX
Moderate Allocation TWBIX TWBIX
EQUITY PRECIOUS METALS FSAGX FSAGX
Convertibles FCVSX FCVSX
Utilities FSUTX FSUTX
Health FBIOX FBIOX
Technology FSCSX FSCSX
Industrials FSDAX FSDAX
Equity Energy FSENX FSENX
Natural Resources FSCHX FSCHX
Technology FBSOX FBSOX
Utilities FIUIX FIUIX
Natural Resources FSDPX FSDPX
Health FPHAX FPHAX
Consumer Cyclical FDLSX FDLSX
Communications FWRLX FWRLX
Technology FDCPX FDCPX
Communications FSTCX FSTCX
World Allocation MDLOX MDLOX
Equity Energy FSESX FSESX
Equity Energy FSNGX FSNGX
Industrials FCYIX FCYIX
Health FSPHX FSPHX
Technology FSPTX FSPTX
Industrials FSAIX FSAIX
Consumer Cyclical FSRPX FSRPX
Consumer Cyclical FSHOX FSHOX
Moderate Allocation VILLX VILLX
Financial FSLBX FSLBX
Consumer Cyclical FSCPX FSCPX
Consumer Cyclical FBMPX FBMPX
Technology FSELX FSELX
Financial FSRBX FSRBX
Financial FIDSX FIDSX
Financial FSVLX FSVLX
EQUITY PRECIOUS METALS BGEIX BGEIX
Utilities BULIX BULIX
World Allocation MBAAX MBAAX
Utilities GASFX GASFX
Consumer Defensive RYCIX RYCIX
Conservative Allocation OICAX OICAX
Health JAGLX JAGLX
Technology JAGTX JAGTX
World Allocation GOIAX GOIAX
Conservative Allocation CAPAX CAPAX
Technology ROGSX ROGSX
World Allocation KTRAX KTRAX
Aggressive Allocation SAGPX SAGPX
EQUITY PRECIOUS METALS TGLDX TGLDX
Natural Resources AWTDX AWTDX
World Allocation GGSAX GGSAX
Natural Resources GHAAX GHAAX
Health SHSAX SHSAX
Convertibles PCONX PCONX
Health ETHSX ETHSX
Conservative Allocation GSBFX GSBFX
Health SUHAX SUHAX
Communications GABTX GABTX
Technology KTCAX KTCAX
Conservative Allocation BAICX BAICX
Moderate Allocation MDCPX MDCPX
Technology WFTZX WFTZX
Communications TISHX TISHX
Moderate Allocation CSIFX CSIFX
Financial SBFAX SBFAX
EQUITY PRECIOUS METALS SGDAX SGDAX
EQUITY PRECIOUS METALS GOLDX GOLDX
EQUITY PRECIOUS METALS INIVX INIVX
Health ICHCX ICHCX
Natural Resources EBERX EBERX
Technology DGTNX DGTNX
Natural Resources CFWAX CFWAX
World Allocation PMARX PMARX
Consumer Defensive RYPDX RYPDX
Equity Energy ICENX ICENX
Financial HSFNX HSFNX
Moderate Allocation HEIFX HEIFX
Moderate Allocation PVSAX PVSAX
World Allocation GDAFX GDAFX
World Allocation FGBLX FGBLX
US EQUITY
LARGE BLEND WVALX WVALX
LARGE BLEND OAKMX OAKMX
MID-CAP VALUE FDVLX FDVLX
LARGE BLEND PRBLX PRBLX
LARGE GROWTH FCNTX FCNTX
LARGE BLEND FLCSX FLCSX
LARGE BLEND FGRIX FGRIX
Small Growth JATTX JATTX
LARGE BLEND FSTMX FSTMX
Small Growth CCASX CCASX
LARGE BLEND AVEDX AVEDX
Small Growth JAVTX JAVTX
SMALL VALUE NOSGX NOSGX
LARGE GROWTH FTQGX FTQGX
SMALL BLEND KSCOX KSCOX
Small Growth FCPGX FCPGX
LARGE GROWTH FMILX FMILX
SMALL BLEND GTCSX GTCSX
LARGE GROWTH FNCMX FNCMX
Mid-Cap Growth GTSGX GTSGX
LARGE BLEND FUSEX FUSEX
Small Growth WGROX WGROX
Mid-Cap Growth FMCSX FMCSX
MID-CAP VALUE FSMVX FSMVX
MID-CAP BLEND FSEMX FSEMX
LARGE VALUE FSLVX FSLVX
MID-CAP VALUE FSLSX FSLSX
SMALL VALUE SKSEX SKSEX
LARGE GROWTH FDCAX FDCAX
SMALL BLEND FDSCX FDSCX
SMALL VALUE PREOX PREOX
LARGE BLEND FVDFX FVDFX
MID-CAP VALUE HWAAX HWAAX
SMALL VALUE BPSCX BPSCX
MID-CAP BLEND TMCTX TMCTX
MID-CAP BLEND UMBMX UMBMX
LARGE GROWTH PIGFX PIGFX
LARGE VALUE CHDEX CHDEX
LARGE VALUE SOPAX SOPAX
LARGE GROWTH SBLGX SBLGX
LARGE VALUE LEIFX LEIFX
LARGE VALUE OIEIX OIEIX
SMALL VALUE JASCX JASCX
Mid-Cap Growth VLEOX VLEOX
MID-CAP BLEND PECAX PECAX
Mid-Cap Growth AKREX AKREX
LARGE GROWTH GLCGX GLCGX
LARGE VALUE SVAAX SVAAX
Small Growth DSGAX DSGAX
LARGE GROWTH RWGFX RWGFX
SMALL BLEND HDPSX HDPSX
Mid-Cap Growth DBMAX DBMAX
Mid-Cap Growth HFCSX HFCSX
Mid-Cap Growth FSSMX FSSMX
MID-CAP BLEND FLPSX FLPSX
SMALL BLEND TMFGX TMFGX
MID-CAP VALUE SMCDX SMCDX
MID-CAP VALUE PYSAX PYSAX
LARGE BLEND PIXDX PIXDX
LARGE GROWTH JRMSX JRMSX
MID-CAP BLEND FMEIX FMEIX
SMALL BLEND FCPEX FCPEX
MID-CAP BLEND DPSAX DPSAX
MID-CAP VALUE CBMDX CBMDX
MID-CAP VALUE AMPAX AMPAX
FIXED INCOME
Short-Term Bond FSHBX FSHBX
Intermediate Government FSTGX FSTGX
Inflation-Protected Bond ACITX ACITX
High Yield Bond SPHIX SPHIX
High Yield Bond FAGIX FAGIX
Short-Term Bond THOPX THOPX
Intermediate Government FGOVX FGOVX
Inflation-Protected Bond APOIX APOIX
Emerging Markets Bond FNMIX FNMIX
Intermediate Government FGMNX FGMNX
SHORT GOVERNMENT FFXSX FFXSX
Intermediate-Term Bond FTBFX FTBFX
Intermediate Government BGNMX BGNMX
Intermediate-Term Bond FTHRX FTHRX
SHORT GOVERNMENT FIGIX FIGIX
Intermediate-Term Bond FMSFX FMSFX
Intermediate-Term Bond FBNDX FBNDX
SHORT GOVERNMENT TWUSX TWUSX
Multisector Bond FSICX FSICX
Emerging Markets Bond GSDAX GSDAX
Emerging Markets Bond TGINX TGINX
Emerging Markets Bond DLENX DLENX
Bank Loan PFLRX PFLRX
WORLD BOND GSGIX GSGIX
Bank Loan EVBLX EVBLX
Multisector Bond PSRAX PSRAX
Bank Loan EVFHX EVFHX
Intermediate-Term Bond TGMNX TGMNX
Intermediate-Term Bond OMBAX OMBAX
Inflation-Protected Bond BPRAX BPRAX
Multisector Bond STIAX STIAX
High Yield Bond FHIIX FHIIX
Intermediate-Term Bond SGVAX SGVAX
Intermediate-Term Bond PBDDX PBDDX
SHORT GOVERNMENT GSSDX GSSDX
ULTRASHORT BOND TSDOX TSDOX
Bank Loan EAFAX EAFAX
Long-Term Bond PPSAX PPSAX
ULTRASHORT BOND FULBX FULBX
High Yield Bond SHIAX SHIAX
High Yield Bond BHYAX BHYAX
Short-Term Bond STABX STABX
High Yield Bond EVIBX EVIBX
Intermediate-Term Bond FDBAX FDBAX
Multisector Bond SDSAX SDSAX
Long-Term Bond SIGAX SIGAX
Intermediate-Term Bond PINCX PINCX
Bank Loan SFRAX SFRAX
Intermediate-Term Bond GSGAX GSGAX
SHORT GOVERNMENT EVGOX EVGOX
Short-Term Bond BLDAX BLDAX
Multisector Bond PONDX PONDX
High Yield Bond ETHIX ETHIX
Intermediate Government PGSIX PGSIX
Intermediate-Term Bond FCBFX FCBFX
Intermediate-Term Bond DLTNX DLTNX
ULTRASHORT BOND CULAX CULAX
Emerging Markets Bond JEDAX JEDAX
Intermediate Government USGAX USGAX
WORLD BOND DHGAX DHGAX
WORLD BOND GOBAX GOBAX
Intermediate-Term Bond EXCPX EXCPX
Short-Term Bond FJRLX FJRLX
ULTRASHORT BOND STADX STADX
Short-Term Bond SSTBX SSTBX
Inflation-Protected Bond PITAX PITAX
Intermediate Government PGNDX PGNDX
WORLD BOND PGBDX PGBDX
WORLD BOND PFODX PFODX
Emerging Markets Bond PEMDX PEMDX
Intermediate Government PAGVX PAGVX
Short-Term Bond ONUAX ONUAX
ULTRASHORT BOND MGSDX MGSDX
Multisector Bond KSTAX KSTAX
Inflation-Protected Bond JIMAX JIMAX
Intermediate Government FIBIX FIBIX
Intermediate-Term Bond FBIDX FBIDX
SHORT GOVERNMENT FASSX FASSX
Muni California Long BCLTX BCLTX
Total Available Funds: 312
  • 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
US Real Estate PETDX PETDX 99% 2 60 0 1.14% 0.71%
REAL ESTATE FRESX FRESX 97% 2 60 0 0.72% 7.55%
REAL ESTATE FRIFX FRIFX 88% 2 60 0 0.71% 4.87%
Global Real Estate FIREX FIREX 84% 3 60 0 1.2% 1.93%
REAL ESTATE REACX REACX 69% 2 60 0 0.8% 2.42%
Global Real Estate RRGAX RRGAX 49% 2 60 0 1.05% 1.1%
Global Real Estate JERTX JERTX 32% 2 60 0 1.27% 3.33%
Global Real Estate DRLAX DRLAX 18% 2 60 0 1.3% 6.48%
Global Real Estate POSAX POSAX 13% 2 60 0 1.45% 0.71%
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 HLPPX HLPPX 5% 2 60 0 1.04% 13.26%
REAL ESTATE MNREX MNREX 1% 2 60 0 1.1% 2.18%
Emerging Market
DIVERSIFIED EMERGING MKTS TWMIX TWMIX 87% 2 60 0 1.06% 1.21%
DIVERSIFIED EMERGING MKTS HLEMX HLEMX 84% 2 60 0 1.19% 3.1%
DIVERSIFIED EMERGING MKTS FEMKX FEMKX 83% 3 60 0 0.9% 1.04%
DIVERSIFIED EMERGING MKTS NMMEX NMMEX 70% 2 60 0 1.1% 1.74%
China Region FHKCX FHKCX 67% 3 60 0 1.53% 1.69%
DIVERSIFIED EMERGING MKTS BEXFX BEXFX 33% 2 60 0 1.38% 0.34%
DIVERSIFIED EMERGING MKTS HLMOX HLMOX 26% 2 60 0 1.6% 0%
China Region JCHAX JCHAX 0% 2 60 0 2% 0%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FPBFX 100% 3 60 0 1.12% 5.2%
WORLD STOCK FWWFX FWWFX 99% 2 60 0 0.95% 0.81%
Foreign Large Blend PIPDX PIPDX 99% 2 60 0 1.15% 10.69%
Foreign Large Value AAIPX AAIPX 98% 2 60 0 1.97% 4.62%
Foreign Large Blend FDIVX FDIVX 98% 2 60 0 0.65% 4.01%
FOREIGN SMALL/MID GROWTH WAIOX WAIOX 92% 2 60 0 1.96% 0%
Foreign Large Blend ARTIX ARTIX 91% 2 60 0 0.97% 1.67%
DIVERSIFIED PACIFIC/ASIA MPACX MPACX 90% 2 60 0 1.07% 1.67%
Foreign Large Blend FIGRX FIGRX 90% 2 60 0 0.99% 1.74%
Foreign Large Blend FOSFX FOSFX 88% 2 60 0 0.95% 0.97%
JAPAN STOCK FJPNX FJPNX 86% 3 60 0 1.13% 3.58%
Foreign Large Blend FSIIX FSIIX 86% 2 60 0 0.17% 2.83%
WORLD STOCK WAGTX WAGTX 85% 2 60 0 1.77% 0%
Foreign Large Value BIIEX BIIEX 85% 2 60 0 1.89% 2.36%
FOREIGN SMALL/MID GROWTH FISMX FISMX 84% 3 60 0 1.43% 1.8%
Foreign Large Growth TWIEX TWIEX 84% 2 60 0 0.13% 0.49%
Foreign Small/Mid Blend OAKEX OAKEX 84% 2 60 0 1.06% 1.82%
PACIFIC/ASIA EX-JAPAN STK FSEAX FSEAX 82% 3 60 0 1.18% 0.07%
PACIFIC/ASIA EX-JAPAN STK MACSX MACSX 79% 2 60 0 1.07% 2.64%
WORLD STOCK ARTGX ARTGX 79% 2 60 0 1.16% 2.66%
FOREIGN SMALL/MID GROWTH FSCOX FSCOX 79% 3 60 0 1.3% 3.69%
Foreign Large Growth FIVFX FIVFX 77% 2 60 0 0.8% 0.36%
Foreign Large Growth FIGFX FIGFX 73% 2 60 0 0.89% 0.45%
JAPAN STOCK MJFOX MJFOX 73% 2 60 0 0.95% 0%
DIVERSIFIED PACIFIC/ASIA MDPCX MDPCX 71% 2 60 0 0.81% 1.4%
Foreign Large Blend FTIEX FTIEX 71% 1 60 0 1.55% 1.24%
Foreign Large Growth CIGRX CIGRX 65% 2 60 0 0.85% 0%
Foreign Large Growth HLMNX HLMNX 62% 2 60 0 0.79% 0%
EUROPE STOCK FIEUX FIEUX 61% 2 60 0 0.76% 1.52%
JAPAN STOCK FJSCX FJSCX 59% 3 60 0 0.91% 2.73%
PACIFIC/ASIA EX-JAPAN STK MSMLX MSMLX 59% 2 60 0 1.35% 8.19%
Miscellaneous Region FICDX FICDX 52% 3 60 0 0.86% 3.22%
Foreign Small/Mid Value PNVAX PNVAX 52% 2 60 0 1.5% 0.43%
Miscellaneous Region FNORX FNORX 51% 3 60 0 0.94% 0.04%
EUROPE STOCK HFEAX HFEAX 50% 2 60 0 1.22% 4.29%
Foreign Large Value CIHDX CIHDX 49% 2 60 0 2% 4.16%
Foreign Large Blend LISOX LISOX 48% 2 60 0 1.07% 1.08%
FOREIGN SMALL/MID GROWTH ISCAX ISCAX 47% 2 60 0 0.99% 0.72%
Foreign Large Value QFVOX QFVOX 45% 2 60 0 1.4% 0%
Foreign Large Blend MIQBX MIQBX 44% 2 60 0 1.8% 0%
EUROPE STOCK MDEFX MDEFX 37% 2 60 0 0.99% 1.16%
WORLD STOCK BABDX BABDX 35% 2 60 0 0.69% 1.8%
Foreign Large Blend CWVGX CWVGX 35% 2 60 0 1.89% 2.16%
WORLD STOCK DEQAX DEQAX 30% 2 60 0 1.17% 1.94%
FOREIGN SMALL/MID GROWTH OBIOX OBIOX 25% 2 60 0 1.6% 0%
EUROPE STOCK VEUAX VEUAX 22% 2 60 0 0.75% 0.67%
Foreign Small/Mid Blend GLFOX GLFOX 22% 2 60 0 1.22% 10.63%
Foreign Large Value IVFAX IVFAX 20% 2 60 0 0.85% 3.85%
Foreign Small/Mid Value QUSOX QUSOX 19% 2 60 0 1.04% 0%
Foreign Large Growth JOHAX JOHAX 15% 2 60 0 0.98% 1.69%
Foreign Small/Mid Blend MISAX MISAX 14% 2 60 0 0.97% 0.64%
Foreign Small/Mid Value GICAX GICAX 11% 2 60 0 1.3% 2.37%
WORLD STOCK TOLLX TOLLX 8% 2 60 0 1.14% 9.24%
Foreign Large Blend PPUDX PPUDX 6% 2 60 0 1.04% 1.93%
Foreign Small/Mid Value TVIVX TVIVX 0% 2 60 0 1.65% 0.1%
Foreign Small/Mid Blend GISAX GISAX 0% 2 60 0 1.58% 0.71%
FOREIGN SMALL/MID GROWTH ALODX ALODX 0% 2 60 0 1.45% 0.01%
Others
Consumer Defensive FDFAX FDFAX 97% 1 60 0 1.01% 5.76%
Financial FSPCX FSPCX 97% 2 60 0 0.81% 7.74%
Industrials FSRFX FSRFX 96% 1 60 0 0.76% 2.67%
Equity Energy FNARX FNARX 96% 1 60 0 0.77% 1.23%
Aggressive Allocation EXHAX EXHAX 93% 2 60 0 0.11% 2.07%
Moderate Allocation OAKBX OAKBX 91% 2 60 0 0.83% 2.73%
Moderate Allocation BUFBX BUFBX 90% 2 60 0 1.01% 3.21%
World Allocation JSPMX JSPMX 87% 2 60 0 1.11% 1.4%
Moderate Allocation FPURX FPURX 82% 2 60 0 0.5% 4.97%
Conservative Allocation GLRBX GLRBX 82% 2 60 0 0.96% 1.98%
Moderate Allocation FBALX FBALX 80% 2 60 0 0.5% 2.26%
Moderate Allocation TWBIX TWBIX 78% 2 60 0 0.71% 1.73%
EQUITY PRECIOUS METALS FSAGX FSAGX 78% 2 60 0 0.77% 0.58%
Convertibles FCVSX FCVSX 77% 2 60 0 1.04% 2.29%
Utilities FSUTX FSUTX 77% 1 60 0 0.74% 5.2%
Health FBIOX FBIOX 77% 1 60 0 0.72% 0.78%
Technology FSCSX FSCSX 77% 1 60 0 0.69% 9.76%
Industrials FSDAX FSDAX 76% 1 60 0 0.75% 7.27%
Equity Energy FSENX FSENX 76% 1 60 0 0.83% 1.83%
Natural Resources FSCHX FSCHX 76% 1 60 0 0.75% 10.71%
Technology FBSOX FBSOX 75% 1 60 0 0.73% 10.55%
Utilities FIUIX FIUIX 75% 1 60 0 0.73% 6.42%
Natural Resources FSDPX FSDPX 75% 1 60 0 0.76% 4.56%
Health FPHAX FPHAX 75% 1 60 0 0.76% 4.01%
Consumer Cyclical FDLSX FDLSX 75% 1 60 0 0.74% 2.44%
Communications FWRLX FWRLX 75% 1 60 0 0.79% 5.81%
Technology FDCPX FDCPX 75% 1 60 0 0.73% 1.06%
Communications FSTCX FSTCX 74% 1 60 0 1.13% 2.81%
World Allocation MDLOX MDLOX 74% 2 60 0 0.84% 1.1%
Equity Energy FSESX FSESX 74% 2 60 0 0.91% 3.03%
Equity Energy FSNGX FSNGX 74% 1 60 0 0.92% 3.12%
Industrials FCYIX FCYIX 74% 1 60 0 0.76% 4.58%
Health FSPHX FSPHX 74% 1 60 0 0.69% 3.24%
Technology FSPTX FSPTX 73% 1 60 0 0.7% 0%
Industrials FSAIX FSAIX 73% 1 60 0 0.85% 0%
Consumer Cyclical FSRPX FSRPX 72% 1 60 0 0.72% 13.67%
Consumer Cyclical FSHOX FSHOX 72% 1 60 0 0.77% 1.71%
Moderate Allocation VILLX VILLX 72% 2 60 0 1% 1.64%
Financial FSLBX FSLBX 72% 1 60 0 0.75% 1.18%
Consumer Cyclical FSCPX FSCPX 72% 1 60 0 0.76% 2.33%
Consumer Cyclical FBMPX FBMPX 71% 1 60 0 1.07% 2.64%
Technology FSELX FSELX 71% 1 60 0 0.69% 5.49%
Financial FSRBX FSRBX 70% 1 60 0 0.75% 3.02%
Financial FIDSX FIDSX 70% 1 60 0 0.75% 2.26%
Financial FSVLX FSVLX 69% 1 60 0 0.87% 0%
EQUITY PRECIOUS METALS BGEIX BGEIX 66% 2 60 0 0.46% 1.4%
Utilities BULIX BULIX 65% 2 60 0 0.65% 2.67%
World Allocation MBAAX MBAAX 64% 2 60 0 0.72% 0%
Utilities GASFX GASFX 64% 2 60 0 1% 6.32%
Consumer Defensive RYCIX RYCIX 63% 2 60 0 2.36% 10.86%
Conservative Allocation OICAX OICAX 63% 2 60 0 0.44% 2.65%
Health JAGLX JAGLX 60% 2 60 0 0.98% 3.99%
Technology JAGTX JAGTX 59% 2 60 0 1% 0.67%
World Allocation GOIAX GOIAX 57% 2 60 0 1.24% 3.96%
Conservative Allocation CAPAX CAPAX 57% 2 60 0 0.9% 3.35%
Technology ROGSX ROGSX 57% 2 60 0 0.94% 3.77%
World Allocation KTRAX KTRAX 56% 2 60 0 0.7% 2.15%
Aggressive Allocation SAGPX SAGPX 56% 2 60 0 1.09% 10.07%
EQUITY PRECIOUS METALS TGLDX TGLDX 55% 2 60 0 1.28% 0%
Natural Resources AWTDX AWTDX 55% 2 60 0 1.6% 0.41%
World Allocation GGSAX GGSAX 54% 2 60 0 0.74% 3.15%
Natural Resources GHAAX GHAAX 49% 2 60 0 0.95% 2.69%
Health SHSAX SHSAX 48% 2 60 0 1.45% 3.91%
Convertibles PCONX PCONX 47% 2 60 0 1.3% 1.11%
Health ETHSX ETHSX 43% 2 60 0 1.46% 2.54%
Conservative Allocation GSBFX GSBFX 43% 2 60 0 0.47% 4.34%
Health SUHAX SUHAX 38% 2 60 0 1.05% 6.03%
Communications GABTX GABTX 38% 2 60 0 0.97% 1.89%
Technology KTCAX KTCAX 38% 2 60 0 1.74% 11.89%
Conservative Allocation BAICX BAICX 34% 2 60 0 0.82% 4.65%
Moderate Allocation MDCPX MDCPX 33% 2 60 0 1.16% 1.91%
Technology WFTZX WFTZX 32% 2 60 0 1.67% 0%
Communications TISHX TISHX 32% 2 60 0 1.28% 0.02%
Moderate Allocation CSIFX CSIFX 32% 2 60 0 1.67% 3.21%
Financial SBFAX SBFAX 31% 2 60 0 1.1% 10.96%
EQUITY PRECIOUS METALS SGDAX SGDAX 30% 2 60 0 1.39% 0%
EQUITY PRECIOUS METALS GOLDX GOLDX 29% 2 60 0 1.26% 0%
EQUITY PRECIOUS METALS INIVX INIVX 29% 2 60 0 1% 0%
Health ICHCX ICHCX 27% 2 60 0 1.5% 0%
Natural Resources EBERX EBERX 24% 2 60 0 1.26% 0%
Technology DGTNX DGTNX 22% 2 60 0 1.6% 5.96%
Natural Resources CFWAX CFWAX 19% 2 60 0 0.99% 1.27%
World Allocation PMARX PMARX 16% 2 60 0 0.94% 2.47%
Consumer Defensive RYPDX RYPDX 7% 2 60 0 2.36% 23.5%
Equity Energy ICENX ICENX 3% 2 60 0 1.5% 0.47%
Financial HSFNX HSFNX 2% 2 60 0 1.22% 3.46%
Moderate Allocation HEIFX HEIFX 1% 2 60 0 1.58% 9.29%
Moderate Allocation PVSAX PVSAX 0% 2 60 0 0.31% 1.03%
World Allocation GDAFX GDAFX 0% 2 60 0 1.38% 7.32%
World Allocation FGBLX FGBLX 0% 2 60 0 1.06% 6.65%
US EQUITY
LARGE BLEND WVALX WVALX 99% 2 60 0 1.04% 5.2%
LARGE BLEND OAKMX OAKMX 99% 2 60 0 0.63% 0.95%
MID-CAP VALUE FDVLX FDVLX 99% 2 60 0 0.76% 3.5%
LARGE BLEND PRBLX PRBLX 98% 2 60 0 0.82% 5.61%
LARGE GROWTH FCNTX FCNTX 96% 2 60 0 0.55% 2.71%
LARGE BLEND FLCSX FLCSX 96% 2 60 0 0.76% 2.52%
LARGE BLEND FGRIX FGRIX 95% 2 60 0 0.58% 3.58%
Small Growth JATTX JATTX 95% 2 60 0 1.32% 7.11%
LARGE BLEND FSTMX FSTMX 94% 2 60 0 0.09% 1.25%
Small Growth CCASX CCASX 92% 2 60 0 0.9% 0.86%
LARGE BLEND AVEDX AVEDX 90% 2 60 0 0.91% 1.07%
Small Growth JAVTX JAVTX 89% 2 60 0 1.02% 5.09%
SMALL VALUE NOSGX NOSGX 89% 2 60 0 1% 6.93%
LARGE GROWTH FTQGX FTQGX 88% 2 60 0 0.47% 0.5%
SMALL BLEND KSCOX KSCOX 87% 2 60 0 2.39% 1.17%
Small Growth FCPGX FCPGX 87% 2 60 0 1.32% 0%
LARGE GROWTH FMILX FMILX 87% 2 60 0 0.89% 3.4%
SMALL BLEND GTCSX GTCSX 84% 2 60 0 0.73% 8.13%
LARGE GROWTH FNCMX FNCMX 84% 2 60 0 0.29% 0.61%
Mid-Cap Growth GTSGX GTSGX 81% 2 60 0 0.94% 1.2%
LARGE BLEND FUSEX FUSEX 79% 2 60 0 0.09% 1.34%
Small Growth WGROX WGROX 77% 2 60 0 1.17% 0%
Mid-Cap Growth FMCSX FMCSX 77% 2 60 0 0.75% 2.46%
MID-CAP VALUE FSMVX FSMVX 77% 2 60 0 1.08% 1.34%
MID-CAP BLEND FSEMX FSEMX 75% 2 60 0 0.1% 1.38%
LARGE VALUE FSLVX FSLVX 74% 2 60 0 1.94% 3.78%
MID-CAP VALUE FSLSX FSLSX 74% 2 60 0 1.15% 2.38%
SMALL VALUE SKSEX SKSEX 74% 2 60 0 1.15% 1.49%
LARGE GROWTH FDCAX FDCAX 73% 2 60 0 0.83% 2.95%
SMALL BLEND FDSCX FDSCX 71% 2 60 0 1.46% 0.21%
SMALL VALUE PREOX PREOX 71% 2 60 0 2.66% 1.73%
LARGE BLEND FVDFX FVDFX 68% 2 60 0 0.8% 5.04%
MID-CAP VALUE HWAAX HWAAX 57% 2 60 0 1.91% 8.36%
SMALL VALUE BPSCX BPSCX 56% 2 60 0 0.99% 13.63%
MID-CAP BLEND TMCTX TMCTX 56% 2 60 0 1.93% 0.66%
MID-CAP BLEND UMBMX UMBMX 55% 2 60 0 0.96% 0.15%
LARGE GROWTH PIGFX PIGFX 51% 2 60 0 1.71% 3.47%
LARGE VALUE CHDEX CHDEX 42% 2 60 0 0.75% 8.59%
LARGE VALUE SOPAX SOPAX 41% 2 60 0 1.37% 4.09%
LARGE GROWTH SBLGX SBLGX 39% 2 60 0 0.68% 12.53%
LARGE VALUE LEIFX LEIFX 38% 2 60 0 1.36% 6.95%
LARGE VALUE OIEIX OIEIX 35% 2 60 0 0.95% 2.65%
SMALL VALUE JASCX JASCX 34% 2 60 0 1.56% 0.69%
Mid-Cap Growth VLEOX VLEOX 33% 2 60 0 1.18% 0.83%
MID-CAP BLEND PECAX PECAX 31% 2 60 0 1.09% 0%
Mid-Cap Growth AKREX AKREX 26% 2 60 0 1.3% 3.59%
LARGE GROWTH GLCGX GLCGX 26% 2 60 0 1.17% 7.69%
LARGE VALUE SVAAX SVAAX 25% 2 60 0 1.06% 4.15%
Small Growth DSGAX DSGAX 22% 2 60 0 0.99% 7.3%
LARGE GROWTH RWGFX RWGFX 17% 2 60 0 1% 0%
SMALL BLEND HDPSX HDPSX 11% 2 60 0 1.36% 5.09%
Mid-Cap Growth DBMAX DBMAX 6% 2 60 0 0.79% 0%
Mid-Cap Growth HFCSX HFCSX 2% 2 60 0 1.13% 24.96%
Mid-Cap Growth FSSMX FSSMX 2% 2 60 0 0.72% 8.45%
MID-CAP BLEND FLPSX FLPSX 1% 2 60 0 0.92% 17.04%
SMALL BLEND TMFGX TMFGX 0% 2 60 0 1.1% 0%
MID-CAP VALUE SMCDX SMCDX 0% 2 60 0 1.32% 0%
MID-CAP VALUE PYSAX PYSAX 0% 2 60 0 0.41% 0%
LARGE BLEND PIXDX PIXDX 0% 2 60 0 1.19% 7.26%
LARGE GROWTH JRMSX JRMSX 0% 2 60 0 0.93% 0%
MID-CAP BLEND FMEIX FMEIX 0% 2 60 0 0.45% 1.03%
SMALL BLEND FCPEX FCPEX 0% 2 60 0 0.55% 0.86%
MID-CAP BLEND DPSAX DPSAX 0% 2 60 0 1.15% 0.34%
MID-CAP VALUE CBMDX CBMDX 0% 2 60 0 1.25% 0%
MID-CAP VALUE AMPAX AMPAX 0% 2 60 0 1.17% 0.88%
FIXED INCOME
Short-Term Bond FSHBX FSHBX 100% 2 60 0 0.5% 3.52%
Intermediate Government FSTGX FSTGX 97% 2 60 0 0.45% 2.45%
Inflation-Protected Bond ACITX ACITX 92% 2 60 0 0.76% 4.48%
High Yield Bond SPHIX SPHIX 92% 2 60 0 1.16% 5.59%
High Yield Bond FAGIX FAGIX 91% 2 60 0 0.93% 5.2%
Short-Term Bond THOPX THOPX 91% 2 60 0 0.73% 5.68%
Intermediate Government FGOVX FGOVX 91% 2 60 0 0.76% 2.88%
Inflation-Protected Bond APOIX APOIX 90% 2 60 0 0.01% 2.75%
Emerging Markets Bond FNMIX FNMIX 89% 2 60 0 0.82% 5.27%
Intermediate Government FGMNX FGMNX 87% 2 60 0 0.45% 3.57%
SHORT GOVERNMENT FFXSX FFXSX 87% 2 60 0 0.3% 2.43%
Intermediate-Term Bond FTBFX FTBFX 81% 2 60 0 0.5% 4.24%
Intermediate Government BGNMX BGNMX 79% 2 60 0 0.8% 3.4%
Intermediate-Term Bond FTHRX FTHRX 78% 2 60 0 0.45% 3.24%
SHORT GOVERNMENT FIGIX FIGIX 78% 2 60 0 1.33% 3.56%
Intermediate-Term Bond FMSFX FMSFX 78% 2 60 0 0.45% 3.72%
Intermediate-Term Bond FBNDX FBNDX 76% 2 60 0 0.76% 3.83%
SHORT GOVERNMENT TWUSX TWUSX 76% 2 60 0 0.44% 4.13%
Multisector Bond FSICX FSICX 74% 2 60 0 0.7% 2.07%
Emerging Markets Bond GSDAX GSDAX 74% 2 60 0 1.16% 7.52%
Emerging Markets Bond TGINX TGINX 72% 2 60 0 0.77% 5.06%
Emerging Markets Bond DLENX DLENX 71% 2 60 0 1.12% 5.25%
Bank Loan PFLRX PFLRX 69% 2 60 0 1% 8.91%
WORLD BOND GSGIX GSGIX 68% 2 60 0 1.11% 2.56%
Bank Loan EVBLX EVBLX 67% 2 60 0 0.77% 8.61%
Multisector Bond PSRAX PSRAX 66% 2 60 0 0.59% 3.78%
Bank Loan EVFHX EVFHX 66% 2 60 0 1.02% 7.87%
Intermediate-Term Bond TGMNX TGMNX 66% 2 60 0 0.7% 6.35%
Intermediate-Term Bond OMBAX OMBAX 66% 2 60 0 0.25% 3.19%
Inflation-Protected Bond BPRAX BPRAX 65% 2 60 0 0.56% 3.46%
Multisector Bond STIAX STIAX 61% 2 60 0 1.73% 4.79%
High Yield Bond FHIIX FHIIX 60% 2 60 0 0.9% 5.56%
Intermediate-Term Bond SGVAX SGVAX 60% 2 60 0 0.65% 4.63%
Intermediate-Term Bond PBDDX PBDDX 58% 2 60 0 0.9% 3.72%
SHORT GOVERNMENT GSSDX GSSDX 55% 2 60 0 0.47% 2.82%
ULTRASHORT BOND TSDOX TSDOX 54% 2 60 0 0.69% 3.34%
Bank Loan EAFAX EAFAX 54% 2 60 0 2.06% 9.37%
Long-Term Bond PPSAX PPSAX 53% 2 60 0 1.79% 5.11%
ULTRASHORT BOND FULBX FULBX 51% 2 60 0 0.36% 2.66%
High Yield Bond SHIAX SHIAX 51% 2 60 0 1.4% 7.91%
High Yield Bond BHYAX BHYAX 50% 2 60 0 0.51% 5.31%
Short-Term Bond STABX STABX 50% 2 60 0 0.46% 5.43%
High Yield Bond EVIBX EVIBX 50% 2 60 0 0.66% 5.56%
Intermediate-Term Bond FDBAX FDBAX 49% 2 60 0 0.86% 3.6%
Multisector Bond SDSAX SDSAX 49% 2 60 0 0.54% 7.73%
Long-Term Bond SIGAX SIGAX 48% 2 60 0 0.89% 4.91%
Intermediate-Term Bond PINCX PINCX 45% 2 60 0 0.5% 8.6%
Bank Loan SFRAX SFRAX 42% 2 60 0 0.62% 8.57%
Intermediate-Term Bond GSGAX GSGAX 40% 2 60 0 0.37% 3.87%
SHORT GOVERNMENT EVGOX EVGOX 40% 2 60 0 1.8% 5.78%
Short-Term Bond BLDAX BLDAX 40% 2 60 0 1.4% 4.03%
Multisector Bond PONDX PONDX 40% 2 60 0 0.77% 6.83%
High Yield Bond ETHIX ETHIX 38% 2 60 0 1.66% 5.68%
Intermediate Government PGSIX PGSIX 38% 2 60 0 1.17% 9.49%
Intermediate-Term Bond FCBFX FCBFX 32% 2 60 0 0.81% 3.09%
Intermediate-Term Bond DLTNX DLTNX 32% 2 60 0 0.73% 4.01%
ULTRASHORT BOND CULAX CULAX 25% 2 60 0 0.72% 4.01%
Emerging Markets Bond JEDAX JEDAX 22% 2 60 0 0.7% 5.58%
Intermediate Government USGAX USGAX 21% 2 60 0 1.62% 4.18%
WORLD BOND DHGAX DHGAX 16% 2 60 0 0.53% 3.09%
WORLD BOND GOBAX GOBAX 14% 2 60 0 0.56% 4.01%
Intermediate-Term Bond EXCPX EXCPX 11% 2 60 0 0.06% 3.75%
Short-Term Bond FJRLX FJRLX 2% 2 60 0 0.35% 1.82%
ULTRASHORT BOND STADX STADX 0% 2 60 0 0.74% 0%
Short-Term Bond SSTBX SSTBX 0% 2 60 0 0.84% 0%
Inflation-Protected Bond PITAX PITAX 0% 2 60 0 0.9% 0.76%
Intermediate Government PGNDX PGNDX 0% 2 60 0 0.9% 2.4%
WORLD BOND PGBDX PGBDX 0% 2 60 0 0.95% 0%
WORLD BOND PFODX PFODX 0% 2 60 0 0.9% 1%
Emerging Markets Bond PEMDX PEMDX 0% 2 60 0 1.25% 4.43%
Intermediate Government PAGVX PAGVX 0% 2 60 0 0.85% 0%
Short-Term Bond ONUAX ONUAX 0% 2 60 0 1.2% 2.04%
ULTRASHORT BOND MGSDX MGSDX 0% 2 60 0 0.75% 1.84%
Multisector Bond KSTAX KSTAX 0% 2 60 0 1.13% 3.06%
Inflation-Protected Bond JIMAX JIMAX 0% 2 60 0 0.75% 1.97%
Intermediate Government FIBIX FIBIX 0% 2 60 0 0.17% 0%
Intermediate-Term Bond FBIDX FBIDX 0% 2 60 0 0.13% 2.67%
SHORT GOVERNMENT FASSX FASSX 0% 2 60 0 0.9% 1.35%
Muni California Long BCLTX BCLTX 0% 2 60 0 0.48% 0%
Average Expense Ratio: 0.99%
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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
This plan consists of 312 funds, some of them are: AAIPX, ACITX, AKREX, ALODX, AMPAX, APOIX.
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