MyPlanIQ PreTest 4-day Plan Fidelity Fund Picks

PreTest 4-day Plan Fidelity Fund Picks

This Plan is unrated.
Investment Options
Total Available Funds: 147
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FRESX
REAL ESTATE FRIFX FRIFX
REAL ESTATE REACX REACX
INTERNATIONAL EQUITY
Foreign Large Value OAKIX OAKIX
Foreign Large Growth FDIVX FDIVX
Foreign Large Growth JAOSX JAOSX
Others
Conservative Allocation EXDAX EXDAX
ROOT GABEX GABEX
Financial FSPCX FSPCX
Total Available Funds: 147
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FRESX
REAL ESTATE FRIFX FRIFX
REAL ESTATE REACX REACX
INTERNATIONAL EQUITY
Foreign Large Value OAKIX OAKIX
Foreign Large Growth FDIVX FDIVX
Foreign Large Growth JAOSX JAOSX
Foreign Large Blend FIGRX FIGRX
Foreign Large Blend FOSFX FOSFX
Foreign Large Growth FIVFX FIVFX
Foreign Large Blend HIINX HIINX
Foreign Large Blend UMBWX UMBWX
Foreign Large Blend EXWAX EXWAX
Others
Conservative Allocation EXDAX EXDAX
ROOT GABEX GABEX
Financial FSPCX FSPCX
Conservative Allocation PRPFX PRPFX
Natural Resources FNARX FNARX
Conservative Allocation FASIX FASIX
Conservative Allocation FSRRX FSRRX
Moderate Allocation OAKBX OAKBX
Moderate Allocation JABAX JABAX
Moderate Allocation FBALX FBALX
EQUITY PRECIOUS METALS FSAGX FSAGX
Health FSMEX FSMEX
Utilities FSUTX FSUTX
Health FBIOX FBIOX
Technology FSCSX FSCSX
Moderate Allocation FASMX FASMX
Natural Resources FSDPX FSDPX
Health FPHAX FPHAX
Communications FWRLX FWRLX
Technology FDCPX FDCPX
Communications FSTCX FSTCX
Moderate Allocation FASGX FASGX
Health FSPHX FSPHX
Technology FSPTX FSPTX
Financial FSLBX FSLBX
Communications FSDCX FSDCX
Technology FSELX FSELX
Financial FSRBX FSRBX
Financial FIDSX FIDSX
EQUITY PRECIOUS METALS BGEIX BGEIX
Utilities BULIX BULIX
Utilities GASFX GASFX
Health JAGLX JAGLX
Technology JAGTX JAGTX
Utilities GABUX GABUX
Communications GABTX GABTX
Health DGHCX DGHCX
Technology DGTNX DGTNX
Financial FBRSX FBRSX
ROOT CASH Money Market
Moderate Allocation PASDX PASDX
FIXED INCOME
Intermediate Government FSTGX FSTGX
Intermediate-Term Bond JAFIX JAFIX
Short-Term Bond JASBX JASBX
Short-Term Bond WEFIX WEFIX
High Yield Bond SPHIX SPHIX
High Yield Bond FAGIX FAGIX
Intermediate Government FGOVX FGOVX
High Yield Bond JAHYX JAHYX
Muni National Interm FLTMX FLTMX
High Yield Bond FHIFX FHIFX
Muni National Short FSTFX FSTFX
Intermediate Government FGMNX FGMNX
Intermediate Government FGMNX FGMNX
Muni National Interm NOITX NOITX
Muni National Interm TWTIX TWTIX
Intermediate-Term Bond FTBFX FTBFX
Muni National Short DSIBX DSIBX
Muni National Interm DITEX DITEX
Intermediate Government BGNMX BGNMX
Intermediate-Term Bond FTHRX FTHRX
SHORT GOVERNMENT TWUSX TWUSX
Muni National Long NOTEX NOTEX
Intermediate-Term Bond TGMNX TGMNX
SHORT GOVERNMENT NSIUX NSIUX
Intermediate-Term Bond PTTDX PTTDX
Muni National Long FHIGX FHIGX
Muni National Short SMUAX SMUAX
Muni National Short STSMX STSMX
Muni National Interm SIMBX SIMBX
Muni National Long DRTAX DRTAX
High Yield Bond STHYX STHYX
High Yield Bond BJBHX BJBHX
Short-Term Bond PLDDX PLDDX
US EQUITY
MID-CAP BLEND ARGFX ARGFX
LARGE BLEND FFIDX FFIDX
LARGE VALUE YACKX YACKX
LARGE BLEND FMIHX FMIHX
LARGE BLEND FDGFX FDGFX
LARGE BLEND OAKMX OAKMX
MID-CAP VALUE FDVLX FDVLX
LARGE GROWTH FBGRX FBGRX
MID-CAP VALUE JMCVX JMCVX
LARGE VALUE FEQIX FEQIX
LARGE BLEND PRBLX PRBLX
LARGE BLEND JSVAX JSVAX
LARGE VALUE FEQTX FEQTX
Mid-Cap Growth TWHIX TWHIX
LARGE GROWTH FCNTX FCNTX
Small Growth JATTX JATTX
LARGE GROWTH FOCPX FOCPX
LARGE GROWTH FOCPX FOCPX
Mid-Cap Growth JORNX JORNX
SMALL VALUE JSCVX JSCVX
LARGE VALUE YAFFX YAFFX
Mid-Cap Growth JAENX JAENX
SMALL VALUE FCPVX FCPVX
LARGE GROWTH RYOCX RYOCX
SMALL BLEND FSCRX FSCRX
SMALL BLEND DSCVX DSCVX
MID-CAP VALUE ACMVX ACMVX
LARGE GROWTH FTRNX FTRNX
MID-CAP BLEND FMIMX FMIMX
Small Growth FCPGX FCPGX
Mid-Cap Growth FMILX FMILX
Small Growth WAMVX WAMVX
SMALL BLEND FSLCX FSLCX
Mid-Cap Growth BUFMX BUFMX
SMALL VALUE AVPAX AVPAX
LARGE GROWTH WOGSX WOGSX
Mid-Cap Growth FMCSX FMCSX
MID-CAP VALUE FSMVX FSMVX
Small Growth WAAEX WAAEX
MID-CAP BLEND FSLSX FSLSX
LARGE BLEND FSDIX FSDIX
Mid-Cap Growth FDEGX FDEGX
LARGE BLEND FGRTX FGRTX
LARGE BLEND FVDFX FVDFX
SMALL VALUE ICMAX ICMAX
SMALL VALUE HRVIX HRVIX
LARGE GROWTH MCGFX MCGFX
LARGE VALUE FMIEX FMIEX
LARGE VALUE AMANX AMANX
MID-CAP BLEND CAAPX CAAPX
MID-CAP BLEND FLPSX FLPSX
Small Growth TGSNX TGSNX
Small Growth MRSCX MRSCX
SMALL BLEND RYLPX RYLPX
SMALL BLEND PARSX PARSX
MID-CAP BLEND PESPX PESPX
MID-CAP BLEND CHTTX CHTTX
MID-CAP VALUE HRSVX HRSVX
LARGE GROWTH SGROX SGROX
LARGE GROWTH FDFFX FDFFX
LARGE BLEND CLSAX CLSAX
Total Available Funds: 147
  • 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 96% 3 60 0 0.72% 5.87%
REAL ESTATE FRIFX FRIFX 88% 3 60 0 0.71% 4.71%
REAL ESTATE REACX REACX 69% 3 60 0 0.8% 2.24%
INTERNATIONAL EQUITY
Foreign Large Value OAKIX OAKIX 100% 3 60 0 0.75% 2.35%
Foreign Large Growth FDIVX FDIVX 98% 3 60 0 0.65% 3.66%
Foreign Large Growth JAOSX JAOSX 95% 3 60 0 2.06% 1.45%
Foreign Large Blend FIGRX FIGRX 90% 3 60 0 0.99% 2.71%
Foreign Large Blend FOSFX FOSFX 88% 3 60 0 0.95% 1.31%
Foreign Large Growth FIVFX FIVFX 76% 3 60 0 0.8% 3.97%
Foreign Large Blend HIINX HIINX 60% 3 60 0 0.69% 3.26%
Foreign Large Blend UMBWX UMBWX 0% 3 60 0 0.95% 44.02%
Foreign Large Blend EXWAX EXWAX 0% 3 60 0 1.1% 1.87%
Others
Conservative Allocation EXDAX EXDAX 99% 3 60 0 0.1% 3.31%
ROOT GABEX GABEX 97% 3 60 0 2.18% 27.01%
Financial FSPCX FSPCX 97% 3 60 0 0.81% 6.63%
Conservative Allocation PRPFX PRPFX 97% 3 60 0 0.82% 1%
Natural Resources FNARX FNARX 96% 3 60 0 0.77% 1.48%
Conservative Allocation FASIX FASIX 95% 3 60 0 0.83% 3.39%
Conservative Allocation FSRRX FSRRX 94% 3 60 0 0.95% 4.7%
Moderate Allocation OAKBX OAKBX 91% 3 60 0 0.83% 2.32%
Moderate Allocation JABAX JABAX 90% 3 60 0 0.7% 1.44%
Moderate Allocation FBALX FBALX 79% 3 60 0 0.5% 5.65%
EQUITY PRECIOUS METALS FSAGX FSAGX 78% 3 60 0 0.77% 3.45%
Health FSMEX FSMEX 78% 3 60 0 0.84% 10.28%
Utilities FSUTX FSUTX 78% 3 60 0 0.74% 5.72%
Health FBIOX FBIOX 77% 3 60 0 0.72% 1.2%
Technology FSCSX FSCSX 77% 3 60 0 0.69% 10.04%
Moderate Allocation FASMX FASMX 75% 3 60 0 0.92% 3.86%
Natural Resources FSDPX FSDPX 75% 3 60 0 0.76% 7.4%
Health FPHAX FPHAX 75% 3 60 0 0.76% 3.81%
Communications FWRLX FWRLX 75% 3 60 0 0.79% 12.06%
Technology FDCPX FDCPX 75% 3 60 0 0.73% 14.18%
Communications FSTCX FSTCX 75% 3 60 0 1.13% 2.56%
Moderate Allocation FASGX FASGX 75% 3 60 0 0.97% 4.51%
Health FSPHX FSPHX 74% 3 60 0 0.69% 9.11%
Technology FSPTX FSPTX 74% 3 60 0 0.7% 6.97%
Financial FSLBX FSLBX 72% 3 60 0 0.75% 0.86%
Communications FSDCX FSDCX 71% 3 60 0 0.87% 12.72%
Technology FSELX FSELX 71% 3 60 0 0.69% 7.49%
Financial FSRBX FSRBX 70% 3 60 0 0.75% 6.57%
Financial FIDSX FIDSX 70% 3 60 0 0.75% 8.41%
EQUITY PRECIOUS METALS BGEIX BGEIX 66% 3 60 0 0.46% 1.85%
Utilities BULIX BULIX 65% 3 60 0 0.65% 2.94%
Utilities GASFX GASFX 64% 3 60 0 1% 7.68%
Health JAGLX JAGLX 60% 3 60 0 0.98% 5.18%
Technology JAGTX JAGTX 59% 3 60 0 1% 10.8%
Utilities GABUX GABUX 39% 3 60 0 1.39% 17.39%
Communications GABTX GABTX 38% 3 60 0 0.97% 6.73%
Health DGHCX DGHCX 25% 3 60 0 1.46% 13.51%
Technology DGTNX DGTNX 22% 3 60 0 1.6% 17.15%
Financial FBRSX FBRSX 0% 3 60 0 1.68% 1.79%
ROOT CASH Money Market 0% 1 60 0 NA 2.61%
Moderate Allocation PASDX PASDX 0% 3 60 0 1.3% 4.57%
FIXED INCOME
Intermediate Government FSTGX FSTGX 97% 3 60 0 0.45% 2.88%
Intermediate-Term Bond JAFIX JAFIX 96% 3 60 0 0.7% 4.43%
Short-Term Bond JASBX JASBX 96% 3 60 0 0.53% 4.13%
Short-Term Bond WEFIX WEFIX 94% 3 60 0 0.45% 4.27%
High Yield Bond SPHIX SPHIX 91% 3 60 0 1.16% 5.9%
High Yield Bond FAGIX FAGIX 91% 3 60 0 0.93% 4.59%
Intermediate Government FGOVX FGOVX 91% 3 60 0 0.76% 3.55%
High Yield Bond JAHYX JAHYX 90% 3 60 0 0.98% 6.36%
Muni National Interm FLTMX FLTMX 89% 3 60 0 0.68% 2.07%
High Yield Bond FHIFX FHIFX 88% 3 60 0 0.75% 4.72%
Muni National Short FSTFX FSTFX 87% 3 60 0 0.55% 2%
Intermediate Government FGMNX FGMNX 87% 3 60 0 0.45% 3.59%
Intermediate Government FGMNX FGMNX 87% 3 60 0 0.45% 3.59%
Muni National Interm NOITX NOITX 86% 3 60 0 0.46% 2.81%
Muni National Interm TWTIX TWTIX 85% 3 60 0 0.26% 3.02%
Intermediate-Term Bond FTBFX FTBFX 81% 3 60 0 0.5% 4.15%
Muni National Short DSIBX DSIBX 81% 3 60 0 0.49% 1.62%
Muni National Interm DITEX DITEX 80% 3 60 0 0.7% 2.23%
Intermediate Government BGNMX BGNMX 79% 3 60 0 0.8% 3.55%
Intermediate-Term Bond FTHRX FTHRX 78% 3 60 0 0.45% 3.3%
SHORT GOVERNMENT TWUSX TWUSX 76% 3 60 0 0.44% 3.63%
Muni National Long NOTEX NOTEX 72% 3 60 0 0.45% 3.18%
Intermediate-Term Bond TGMNX TGMNX 66% 3 60 0 0.7% 6.36%
SHORT GOVERNMENT NSIUX NSIUX 66% 3 60 0 0.42% 2.61%
Intermediate-Term Bond PTTDX PTTDX 65% 3 60 0 0.75% 4.01%
Muni National Long FHIGX FHIGX 65% 3 60 0 0.46% 2.24%
Muni National Short SMUAX SMUAX 0% 3 60 0 0.7% 0.29%
Muni National Short STSMX STSMX 0% 3 60 0 0.63% 0.97%
Muni National Interm SIMBX SIMBX 0% 3 60 0 0.73% 2.13%
Muni National Long DRTAX DRTAX 0% 3 60 0 0.74% 2.48%
High Yield Bond STHYX STHYX 0% 3 60 0 0.6% 4.27%
High Yield Bond BJBHX BJBHX 0% 3 60 0 1.03% 5.75%
Short-Term Bond PLDDX PLDDX 0% 3 60 0 0.45% 1.8%
US EQUITY
MID-CAP BLEND ARGFX ARGFX 100% 3 60 0 0.68% 0.13%
LARGE BLEND FFIDX FFIDX 100% 3 60 0 0.46% 0%
LARGE VALUE YACKX YACKX 99% 3 60 0 0.72% 1.9%
LARGE BLEND FMIHX FMIHX 99% 3 60 0 0.84% 11.94%
LARGE BLEND FDGFX FDGFX 99% 3 60 0 0.77% 9.25%
LARGE BLEND OAKMX OAKMX 99% 3 60 0 0.63% 1.21%
MID-CAP VALUE FDVLX FDVLX 99% 3 60 0 0.76% 15.77%
LARGE GROWTH FBGRX FBGRX 99% 3 60 0 0.69% 6.03%
MID-CAP VALUE JMCVX JMCVX 98% 3 60 0 0.91% 0.73%
LARGE VALUE FEQIX FEQIX 98% 3 60 0 0.57% 5.21%
LARGE BLEND PRBLX PRBLX 98% 3 60 0 0.82% 9.46%
LARGE BLEND JSVAX JSVAX 97% 3 60 0 0.99% 0.36%
LARGE VALUE FEQTX FEQTX 97% 3 60 0 0.58% 8.49%
Mid-Cap Growth TWHIX TWHIX 96% 3 60 0 0.01% 15.25%
LARGE GROWTH FCNTX FCNTX 96% 3 60 0 0.55% 5.1%
Small Growth JATTX JATTX 95% 3 60 0 1.32% 7.75%
LARGE GROWTH FOCPX FOCPX 94% 3 60 0 0.81% 12.46%
LARGE GROWTH FOCPX FOCPX 94% 3 60 0 0.81% 12.46%
Mid-Cap Growth JORNX JORNX 93% 3 60 0 1.04% 0.98%
SMALL VALUE JSCVX JSCVX 92% 3 60 0 1.36% 10.56%
LARGE VALUE YAFFX YAFFX 92% 3 60 0 1.26% 8.89%
Mid-Cap Growth JAENX JAENX 91% 3 60 0 1.14% 1%
SMALL VALUE FCPVX FCPVX 91% 3 60 0 1.5% 6.38%
LARGE GROWTH RYOCX RYOCX 91% 3 60 0 1.49% 7.02%
SMALL BLEND FSCRX FSCRX 90% 3 60 0 1.07% 7.67%
SMALL BLEND DSCVX DSCVX 90% 3 60 0 0.93% 0.52%
MID-CAP VALUE ACMVX ACMVX 89% 3 60 0 1.23% 8.79%
LARGE GROWTH FTRNX FTRNX 88% 3 60 0 0.58% 17.51%
MID-CAP BLEND FMIMX FMIMX 88% 3 60 0 0.88% 2.1%
Small Growth FCPGX FCPGX 87% 3 60 0 1.32% 1.47%
Mid-Cap Growth FMILX FMILX 87% 3 60 0 0.89% 3.76%
Small Growth WAMVX WAMVX 84% 3 60 0 1.73% 0%
SMALL BLEND FSLCX FSLCX 82% 3 60 0 0.67% 6.61%
Mid-Cap Growth BUFMX BUFMX 81% 3 60 0 0.88% 7.09%
SMALL VALUE AVPAX AVPAX 79% 3 60 0 1.28% 8.72%
LARGE GROWTH WOGSX WOGSX 78% 3 60 0 0.91% 10.93%
Mid-Cap Growth FMCSX FMCSX 77% 3 60 0 0.75% 5.61%
MID-CAP VALUE FSMVX FSMVX 76% 3 60 0 1.08% 13.32%
Small Growth WAAEX WAAEX 76% 3 60 0 1.06% 0%
MID-CAP BLEND FSLSX FSLSX 74% 3 60 0 1.15% 10.04%
LARGE BLEND FSDIX FSDIX 73% 3 60 0 0.68% 5.36%
Mid-Cap Growth FDEGX FDEGX 72% 3 60 0 0.72% 8.35%
LARGE BLEND FGRTX FGRTX 70% 3 60 0 0.51% 2.75%
LARGE BLEND FVDFX FVDFX 67% 3 60 0 0.8% 5.34%
SMALL VALUE ICMAX ICMAX 64% 3 60 0 1.15% 1.34%
SMALL VALUE HRVIX HRVIX 63% 3 60 0 1.01% 3.13%
LARGE GROWTH MCGFX MCGFX 59% 3 60 0 0.91% 9.27%
LARGE VALUE FMIEX FMIEX 59% 3 60 0 0.95% 1.65%
LARGE VALUE AMANX AMANX 58% 3 60 0 1.01% 0.65%
MID-CAP BLEND CAAPX CAAPX 47% 3 60 0 1.1% 6.3%
MID-CAP BLEND FLPSX FLPSX 1% 3 60 0 0.92% 14.11%
Small Growth TGSNX TGSNX 0% 3 60 0 1.49% 0.12%
Small Growth MRSCX MRSCX 0% 3 60 0 1.44% 0%
SMALL BLEND RYLPX RYLPX 0% 3 60 0 1.51% 15.78%
SMALL BLEND PARSX PARSX 0% 3 60 0 1.2% 19.33%
MID-CAP BLEND PESPX PESPX 0% 3 60 0 0.51% 12.76%
MID-CAP BLEND CHTTX CHTTX 0% 3 60 0 0.76% 14%
MID-CAP VALUE HRSVX HRSVX 0% 3 60 0 1.25% 8.99%
LARGE GROWTH SGROX SGROX 0% 3 60 0 1.29% 14.19%
LARGE GROWTH FDFFX FDFFX 0% 3 60 0 0.85% 30.87%
LARGE BLEND CLSAX CLSAX 0% 3 60 0 1.65% 11.32%
Average Expense Ratio: 0.87%
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Model Portfolios

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*
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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*
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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*
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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 150 funds. It covers 4 major asset classes and 30 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.

Fidelity Fund Picks are the no load no transaction fee (NTF) funds picked by Fidelity quarterly. Based on Fidelity's policy,  NTF funds have 90 days redemption fee period. Fidelity further imposes so called round trip policy to limit such 90 day round trip to 3 times in a 12 month period. This plan also includes municipal funds which are taxable free. Several major classes including emerging market equities, commodities and foreign bonds are missing, thus reducing the diversification effect. This is a very traditional US centered fund list.



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