MyPlanIQ 401k Investor The Fidelity Arizona College Savings Plan

The Fidelity Arizona College Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
Others
Moderate Allocation FASGX Fidelity 70% Equity Portfolio (Index Series)
Moderate Allocation FASGX Fidelity 70% Equity Portfolio
Conservative Allocation FFANX Fidelity Conservative Portfolio (Index Series)
FIXED INCOME
Intermediate Government FIBIX Fidelity Spartan Intermediate Treasury Bond Index Fund
US EQUITY
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Fund
LARGE GROWTH FAMRX Fidelity 100% Equity Portfolio (Index Series)
LARGE GROWTH FAMRX Fidelity 100% Equity Portfolio
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
Others
Moderate Allocation FASGX Fidelity 70% Equity Portfolio (Index Series)
Moderate Allocation FASGX Fidelity 70% Equity Portfolio
Conservative Allocation FFANX Fidelity Conservative Portfolio (Index Series)
Conservative Allocation FFANX Fidelity Conservative Portfolio
ROOT CASH Fidelity Cash Reserves Fund
FIXED INCOME
Intermediate Government FIBIX Fidelity Spartan Intermediate Treasury Bond Index Fund
US EQUITY
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Fund
LARGE GROWTH FAMRX Fidelity 100% Equity Portfolio (Index Series)
LARGE GROWTH FAMRX Fidelity 100% Equity Portfolio
LARGE BLEND FUSEX Fidelity Spartan 500 Index Fund
Total Available Funds: 11
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund 86% 1 60 0 0.17% 2.91%
Others
Moderate Allocation FASGX Fidelity 70% Equity Portfolio (Index Series) 75% 1 60 0 0.97% 4.57%
Moderate Allocation FASGX Fidelity 70% Equity Portfolio 75% 1 60 0 0.97% 4.57%
Conservative Allocation FFANX Fidelity Conservative Portfolio (Index Series) 71% 1 60 0 0.57% 2.87%
Conservative Allocation FFANX Fidelity Conservative Portfolio 71% 1 60 0 0.57% 2.87%
ROOT CASH Fidelity Cash Reserves Fund 0% 1 60 0 NA 2.62%
FIXED INCOME
Intermediate Government FIBIX Fidelity Spartan Intermediate Treasury Bond Index Fund 0% 1 60 0 0.17% 2.04%
US EQUITY
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Fund 93% 1 60 0 0.09% 1.26%
LARGE GROWTH FAMRX Fidelity 100% Equity Portfolio (Index Series) 85% 1 60 0 1.23% 3.47%
LARGE GROWTH FAMRX Fidelity 100% Equity Portfolio 85% 1 60 0 1.23% 3.47%
LARGE BLEND FUSEX Fidelity Spartan 500 Index Fund 79% 1 60 0 0.09% 1.68%
Average Expense Ratio: 0.47%
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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 5.3% 10.7% 9.4% 9.0% 6.4% 7.3%

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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 -1.9% -6.1% 3.7% 3.8% 7.0% 5.4%

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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 17.7% -27.4% -5.0% -0.6% 4.3% 5.1%

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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 for Portfolio Details or Follow 196.5% 52.9% 30.9% 20.1% 13.9%

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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 11 funds. It covers 3 major asset classes and 6 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

The Arizona College Savings Plan is managed by Fidelity. It provides three investment options: Age-based Portfolio, Age-based Portfolio(Index Fund) and Custom Strategy. For the third opt ion, investors can create their own investment mix from the 529 college saving plan portfolios below.  The 529 Plan account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. MyPlanIQ.com provides asset allocation strategies for the investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan-providing portfolios below.

 
  Portfolios
(Actively-Managed Funds)		 Portfolios 
(Index Funds)
Static Portfolios 100% Equity 100% Equity (Index)
70% Equity 70% Equity (Index)
Conservative Conservative (Index)
Individual Fund Portfolios Money Market Portfolio (Cash Reserves) Spartan 500 Index
Total Market Index
International Index
Intermediate Treasury Index

Social Choice Portfolio
(available in CA plan only)

All Selection must be increments of 5%, which temperaly has not been take into account in this simulated plan. For more information of the 529 plan, please visit the Fidelity 529 plan website.



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