MyPlanIQ MA Fidelity Variable Annuity

MA Fidelity Variable Annuity

This Plan is unrated.
Investment Options
Total Available Funds: 57
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX DIVERSIFIED EMERGING MKTSLZEMXLazard Retirement Emerging Markets Equity
DIVERSIFIED EMERGING MKTS MGEMX DIVERSIFIED EMERGING MKTSMGEMXMorgan Stanley Emerging Markets Equity
DIVERSIFIED EMERGING MKTS FIMKX DIVERSIFIED EMERGING MKTSFIMKXFidelity Advisor Emerging Markets
REAL ESTATE
REAL ESTATE FHEAX REAL ESTATEFHEIXFidelity Advisor Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend FAOIX Foreign Large BlendFAOIXFidelity Advisor Overseas
WORLD STOCK AWSIX WORLD STOCKAWSAXInvesco Global Core Equity
Foreign Large Growth FCPIX Foreign Large GrowthFCPIXFidelity Advisor International Cap Apprec
Others
Target Date 2021-2025 FITWX Target Date 2021-2025FITWXFidelity Advisor Investor Freedom 2025
Target Date 2011-2015 FFVIX Target Date 2011-2015FFVIXFidelity Advisor Investor Freedom 2015
Target Date 2016-2020 FDIFX Target Date 2016-2020FDIFXFidelity Advisor Investor Freedom 2020
Total Available Funds: 57
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX DIVERSIFIED EMERGING MKTSLZEMXLazard Retirement Emerging Markets Equity
DIVERSIFIED EMERGING MKTS MGEMX DIVERSIFIED EMERGING MKTSMGEMXMorgan Stanley Emerging Markets Equity
DIVERSIFIED EMERGING MKTS FIMKX DIVERSIFIED EMERGING MKTSFIMKXFidelity Advisor Emerging Markets
REAL ESTATE
REAL ESTATE FHEAX REAL ESTATEFHEIXFidelity Advisor Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend FAOIX Foreign Large BlendFAOIXFidelity Advisor Overseas
WORLD STOCK AWSIX WORLD STOCKAWSAXInvesco Global Core Equity
Foreign Large Growth FCPIX Foreign Large GrowthFCPIXFidelity Advisor International Cap Apprec
Foreign Large Blend FSPSX Foreign Large BlendFSPSXFidelity Spartan Intl Idx Advtg
Others
Target Date 2021-2025 FITWX Target Date 2021-2025FITWXFidelity Advisor Investor Freedom 2025
Target Date 2011-2015 FFVIX Target Date 2011-2015FFVIXFidelity Advisor Investor Freedom 2015
Target Date 2016-2020 FDIFX Target Date 2016-2020FDIFXFidelity Advisor Investor Freedom 2020
Target Date 2026-2030 FEFIX Target Date 2026-2030FEFIXFidelity Advisor Investor Freedom 2030
Retirement Income FIAFX Retirement IncomeFIAFXFidelity Advisor Investor Freedom Income
Target Date 2000-2010 FFIVX Target Date 2000-2010FFIVXFidelity Advisor Investor Freedom 2005
Moderate Allocation FAIOX Moderate AllocationFAIOXFidelity Advisor Balanced
Aggressive Allocation FEYIX Aggressive AllocationFEYIXFidelity Advisor Asset Manager: Growth
Utilities FUGIX UtilitiesFUGIXFidelity Advisor Utilities
Equity Energy FANIX Equity EnergyFANIXFidelity Advisor Energy
World Allocation MDLOX World AllocationMDLOXBlackRock Global Allocation
Industrials FCLIX IndustrialsFCLIXFidelity Advisor Industrials
Health FHCIX HealthFHCIXFidelity Advisor Health Care
Technology FATIX TechnologyFATIXFidelity Advisor Technology
Consumer Cyclical FSCPX Consumer DiscretionaryFSCPXFidelity Advisor Consumer Discretionary
Conservative Allocation FTIWX Conservative AllocationFTIWXFidelity Advisor FundsManager 20
Moderate Allocation FAAIX Moderate AllocationFAAIXFidelity Advisor FundsManager 70
Financial FFSIX FinancialFFSIXFidelity Advisor Financial Services
Moderate Allocation FFIMX Moderate AllocationFFIMXFidelity Advisor FundsManager 50
Consumer Defensive FDAGX Consumer StaplesFDAGXFidelity Advisor Consumer Staples
Moderate Allocation FSNIX Moderate AllocationFSNIXFidelity Advisor Asset Manager
Natural Resources FMFAX Natural ResourcesFMFEXFidelity Advisor Materials
Communications FTUIX CommunicationsFTUIXFidelity Advisor Telecommunications
World Allocation MBAAX World AllocationMBAAXMorgan Stanley Inst Global Strategist
ROOT CASH ROOTCASHFidelity Advisor Money Market
COMMODITIES
COMMODITIES BROAD BASKET PCRPX PIMCO Commodity Real Return Strategy
US EQUITY
LARGE GROWTH FCNTX LARGE GROWTHFCNTXFidelity Advisor Contrafund
SMALL BLEND FSCIX SMALL BLENDFSCIXFidelity Advisor Disciplined Small Cap
LARGE GROWTH FAGCX LARGE GROWTHFAGCXFidelity Advisor Growth Opportunities
MID-CAP VALUE FASOX MID-CAP BLENDFASOXFidelity Advisor Value Strategies
LARGE BLEND FGIOX LARGE GROWTHFGIOXFidelity Advisor Growth & Income
LARGE GROWTH FDCAX LARGE GROWTHFDCAXVIP Dynamic Capital Appreciation.
LARGE VALUE EQPIX LARGE VALUEEQPIXFidelity Advisor Equity-Income
Mid-Cap Growth FMCCX Mid-Cap GrowthFMCCXFidelity Advisor Mid Cap
MID-CAP VALUE FVIFX MID-CAP VALUEFVIFXFidelity Advisor Value
MID-CAP BLEND FSMAX MID-CAP BLENDFSMAXFidelity Spartan Extnd Mkt Idx Advtg
LARGE BLEND FSKAX LARGE BLENDFSKAXFidelity Spartan Total Mkt Idx Advtg
LARGE BLEND FXAIX LARGE BLENDFXAIXFidelity Advisor Index 500
LARGE GROWTH FSGFX LARGE GROWTHFSGFXFidelity Advisor Growth
FIXED INCOME
Intermediate-Term Bond PTTRX Intermediate-Term BondPTTRXPIMCO Total Return
High Yield Bond SPHIX High Yield BondSPHIXFidelity High Income
Short-Term Bond PTLDX Short-Term BondPTLDXPIMCO Low Duration
Multisector Bond FSRIX Multisector BondFSRIXFidelity Advisor Strategic Income
Inflation-Protected Bond PRRIX Inflation-Protected BondPRRIXPIMCO Real Return
Intermediate-Term Bond FBNDX Intermediate-Term BondFBNDXFidelity Advisor Investment Grade Bond
Bank Loan FFRAX Bank LoanFFRAXFidelity Advisor Floating Rate Hi Income
Intermediate Government FKUSX Intermediate GovernmentFKUSXFranklin Templeton U.S. Government Fund
INTERNATIONAL BONDS TGBAX WORLD BONDTGBAXFranklin Templeton Global Bond Securities Fund
Intermediate-Term Bond FXNAX Intermediate-Term BondFXNAXFidelity Spartan US Bond Idx Advtg
Total Available Funds: 57
  • 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 LZEMX DIVERSIFIED EMERGING MKTSLZEMXLazard Retirement Emerging Markets Equity 91% 1 60 0 1.07% 4.97%
DIVERSIFIED EMERGING MKTS MGEMX DIVERSIFIED EMERGING MKTSMGEMXMorgan Stanley Emerging Markets Equity 89% 1 60 0 0.95% 0%
DIVERSIFIED EMERGING MKTS FIMKX DIVERSIFIED EMERGING MKTSFIMKXFidelity Advisor Emerging Markets 85% 1 60 0 1.01% 1.6%
REAL ESTATE
REAL ESTATE FHEAX REAL ESTATEFHEIXFidelity Advisor Real Estate 90% 1 60 0 1.07% 18.19%
INTERNATIONAL EQUITY
Foreign Large Blend FAOIX Foreign Large BlendFAOIXFidelity Advisor Overseas 82% 1 60 0 1.11% 0.89%
WORLD STOCK AWSIX WORLD STOCKAWSAXInvesco Global Core Equity 81% 1 60 0 0.98% 0%
Foreign Large Growth FCPIX Foreign Large GrowthFCPIXFidelity Advisor International Cap Apprec 76% 1 60 0 1.06% 0.36%
Foreign Large Blend FSPSX Foreign Large BlendFSPSXFidelity Spartan Intl Idx Advtg 5% 1 60 0 0.03% 2.91%
Others
Target Date 2021-2025 FITWX Target Date 2021-2025FITWXFidelity Advisor Investor Freedom 2025 94% 1 60 0 1.11% 1.99%
Target Date 2011-2015 FFVIX Target Date 2011-2015FFVIXFidelity Advisor Investor Freedom 2015 93% 1 60 0 1.03% 2.39%
Target Date 2016-2020 FDIFX Target Date 2016-2020FDIFXFidelity Advisor Investor Freedom 2020 92% 1 60 0 1.07% 2.15%
Target Date 2026-2030 FEFIX Target Date 2026-2030FEFIXFidelity Advisor Investor Freedom 2030 89% 1 60 0 1.16% 1.8%
Retirement Income FIAFX Retirement IncomeFIAFXFidelity Advisor Investor Freedom Income 86% 1 60 0 0.47% 2.88%
Target Date 2000-2010 FFIVX Target Date 2000-2010FFIVXFidelity Advisor Investor Freedom 2005 82% 1 60 0 0.97% 2.69%
Moderate Allocation FAIOX Moderate AllocationFAIOXFidelity Advisor Balanced 80% 1 60 0 1.57% 1.47%
Aggressive Allocation FEYIX Aggressive AllocationFEYIXFidelity Advisor Asset Manager: Growth 78% 1 60 0 1.23% 4.33%
Utilities FUGIX UtilitiesFUGIXFidelity Advisor Utilities 78% 2 60 0 0.76% 1.36%
Equity Energy FANIX Equity EnergyFANIXFidelity Advisor Energy 76% 2 60 0 1.05% 0%
World Allocation MDLOX World AllocationMDLOXBlackRock Global Allocation 74% 1 60 0 0.84% 0.2%
Industrials FCLIX IndustrialsFCLIXFidelity Advisor Industrials 74% 2 60 0 1.02% 0%
Health FHCIX HealthFHCIXFidelity Advisor Health Care 73% 2 60 0 1.72% 0%
Technology FATIX TechnologyFATIXFidelity Advisor Technology 72% 2 60 0 1.21% 0%
Consumer Cyclical FSCPX Consumer DiscretionaryFSCPXFidelity Advisor Consumer Discretionary 71% 2 60 0 0.76% 1.1%
Conservative Allocation FTIWX Conservative AllocationFTIWXFidelity Advisor FundsManager 20 70% 1 60 0 0.82% 4.97%
Moderate Allocation FAAIX Moderate AllocationFAAIXFidelity Advisor FundsManager 70 70% 1 60 0 0.97% 5.8%
Financial FFSIX FinancialFFSIXFidelity Advisor Financial Services 70% 2 60 0 1.28% 0%
Moderate Allocation FFIMX Moderate AllocationFFIMXFidelity Advisor FundsManager 50 69% 1 60 0 0.91% 6.2%
Consumer Defensive FDAGX Consumer StaplesFDAGXFidelity Advisor Consumer Staples 69% 2 60 0 1.01% 1.14%
Moderate Allocation FSNIX Moderate AllocationFSNIXFidelity Advisor Asset Manager 69% 1 60 0 1.24% 3.86%
Natural Resources FMFAX Natural ResourcesFMFEXFidelity Advisor Materials 68% 2 60 0 0.76% 4.13%
Communications FTUIX CommunicationsFTUIXFidelity Advisor Telecommunications 67% 2 60 0 1.13% 3.04%
World Allocation MBAAX World AllocationMBAAXMorgan Stanley Inst Global Strategist 64% 1 60 0 0.72% 0%
ROOT CASH ROOTCASHFidelity Advisor Money Market 0% 1 60 0 NA 4.14%
COMMODITIES
COMMODITIES BROAD BASKET PCRPX PIMCO Commodity Real Return Strategy 68% 1 60 0 1.96% 5.13%
US EQUITY
LARGE GROWTH FCNTX LARGE GROWTHFCNTXFidelity Advisor Contrafund 96% 1 60 0 0.55% 4.32%
SMALL BLEND FSCIX SMALL BLENDFSCIXFidelity Advisor Disciplined Small Cap 91% 1 60 0 2.15% 4.01%
LARGE GROWTH FAGCX LARGE GROWTHFAGCXFidelity Advisor Growth Opportunities 85% 1 60 0 1.65% 0%
MID-CAP VALUE FASOX MID-CAP BLENDFASOXFidelity Advisor Value Strategies 75% 1 60 0 0.75% 0.7%
LARGE BLEND FGIOX LARGE GROWTHFGIOXFidelity Advisor Growth & Income 74% 1 60 0 1.15% 1.75%
LARGE GROWTH FDCAX LARGE GROWTHFDCAXVIP Dynamic Capital Appreciation. 73% 1 60 0 0.83% 3.39%
LARGE VALUE EQPIX LARGE VALUEEQPIXFidelity Advisor Equity-Income 72% 1 60 0 0.65% 5.51%
Mid-Cap Growth FMCCX Mid-Cap GrowthFMCCXFidelity Advisor Mid Cap 71% 1 60 0 1.22% 0.76%
MID-CAP VALUE FVIFX MID-CAP VALUEFVIFXFidelity Advisor Value 71% 1 60 0 1.9% 1.07%
MID-CAP BLEND FSMAX MID-CAP BLENDFSMAXFidelity Spartan Extnd Mkt Idx Advtg 69% 1 60 0 0.03% 1.13%
LARGE BLEND FSKAX LARGE BLENDFSKAXFidelity Spartan Total Mkt Idx Advtg 4% 1 60 0 0.01% 0.17%
LARGE BLEND FXAIX LARGE BLENDFXAIXFidelity Advisor Index 500 4% 1 60 0 0.02% 1.04%
LARGE GROWTH FSGFX LARGE GROWTHFSGFXFidelity Advisor Growth 0% 1 60 0 0.56% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Intermediate-Term BondPTTRXPIMCO Total Return 97% 1 60 0 0.83% 3.98%
High Yield Bond SPHIX High Yield BondSPHIXFidelity High Income 92% 1 60 0 1.16% 4.08%
Short-Term Bond PTLDX Short-Term BondPTLDXPIMCO Low Duration 90% 1 60 0 1.05% 4.06%
Multisector Bond FSRIX Multisector BondFSRIXFidelity Advisor Strategic Income 84% 1 60 0 0.98% 4.28%
Inflation-Protected Bond PRRIX Inflation-Protected BondPRRIXPIMCO Real Return 80% 1 60 0 1.37% 4.44%
Intermediate-Term Bond FBNDX Intermediate-Term BondFBNDXFidelity Advisor Investment Grade Bond 76% 1 60 0 0.76% 3.71%
Bank Loan FFRAX Bank LoanFFRAXFidelity Advisor Floating Rate Hi Income 73% 1 60 0 0.97% 6.08%
Intermediate Government FKUSX Intermediate GovernmentFKUSXFranklin Templeton U.S. Government Fund 57% 1 60 0 1.12% 3.05%
INTERNATIONAL BONDS TGBAX WORLD BONDTGBAXFranklin Templeton Global Bond Securities Fund 52% 1 60 0 0.64% 4.14%
Intermediate-Term Bond FXNAX Intermediate-Term BondFXNAXFidelity Spartan US Bond Idx Advtg 31% 1 60 0 0.03% 2.4%
Average Expense Ratio: 0.97%
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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 57 funds, some of them are: FHEAX, FIMKX, MGEMX, LZEMX, FCPIX, FAOIX.


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