MyPlanIQ Major Brokerage Investor Fidelity Core

Fidelity Core

Investment Menu Rating:

Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FPADX Fidelity Spartan International Index Inv
REAL ESTATE
REAL ESTATE FSRNX Fidelity Spartan Total Market Index Inv
INTERNATIONAL EQUITY
Foreign Large Blend FSPSX Fidelity Spartan EMkts Idx Inv
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
US EQUITY
LARGE BLEND FSKAX Fidelity Total Market Index Fund
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
LARGE BLEND FZROX Fidelity Spartan Real Estate Idx Premium
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FPADX Fidelity Spartan International Index Inv
REAL ESTATE
REAL ESTATE FSRNX Fidelity Spartan Total Market Index Inv
INTERNATIONAL EQUITY
Foreign Large Blend FSPSX Fidelity Spartan EMkts Idx Inv
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 PTTAX PIMCO Total Return A
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
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
Multisector Bond PONAX PIMCO Income A
US EQUITY
LARGE BLEND FSKAX Fidelity Total Market Index Fund
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
LARGE BLEND FZROX Fidelity Spartan Real Estate Idx Premium
Total Available Funds: 15
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS FPADX Fidelity Spartan International Index Inv 38% 3 60 0 0.08% 2.69%
REAL ESTATE
REAL ESTATE FSRNX Fidelity Spartan Total Market Index Inv 14% 3 60 0 0.07% 3.16%
INTERNATIONAL EQUITY
Foreign Large Blend FSPSX Fidelity Spartan EMkts Idx Inv 5% 3 60 0 0.03% 2.82%
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M 89% 3 60 0 0.52% 2.51%
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 3 60 0 0.5% 2.03%
Intermediate-Term Bond TGMNX TCW Total Return Bond N 66% 3 60 0 0.7% 3.74%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 2.61%
Intermediate-Term Bond PBDAX PIMCO Investment Grade Corp Bd A 58% 3 60 0 0.61% 2.39%
Intermediate-Term Bond PDBAX Prudential Total Return Bond A 58% 3 60 0 1.01% 2.65%
Multisector Bond LSBRX Loomis Sayles Bond Retail 55% 3 60 0 1.15% 3.81%
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N 33% 3 60 0 0.73% 3.33%
Multisector Bond PONAX PIMCO Income A 12% 3 60 0 0.51% 3.93%
US EQUITY
LARGE BLEND FSKAX Fidelity Total Market Index Fund 4% 3 60 0 0.01% 1.19%
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl 4% 3 60 0 0.02% 1.13%
LARGE BLEND FZROX Fidelity Spartan Real Estate Idx Premium 0% 3 60 0 0% 1.34%
Average Expense Ratio: 0.45%
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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 3.0% 8.8% 3.8% 5.0% 15.4% 13.6%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.1% 9.5% 4.6% 5.6% 5.5% 6.9%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.4% 5.9% 3.3% 7.8% 5.3% 7.0%

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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 15 funds. It covers 5 major asset classes and 6 minor asset classes. The major asset classes it covers are Fixed Income, Emerging Market Equity, US Equity, Foreign Equity and REITs.

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

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