MyPlanIQ 401k Investor VANDERBILT UNIVERSITY RETIREMENT PLAN AND NEW FACULTY PLAN Fidelity

VANDERBILT UNIVERSITY RETIREMENT PLAN AND NEW FACULTY PLAN Fidelity

This Plan is unrated.
Investment Options
Total Available Funds: 155
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FIMKX Fidelity Emerging Markets
China Region FHKCX Fidelity China Region
Latin America Stock FLATX Fidelity Latin America
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investments
REAL ESTATE FRIFX Fidelity Real Estate Inc
Global Real Estate FIREX Fidelity International Real Estate
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FDIVX Fidelity Diversified International
Total Available Funds: 155
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FIMKX Fidelity Emerging Markets
China Region FHKCX Fidelity China Region
Latin America Stock FLATX Fidelity Latin America
DIVERSIFIED EMERGING MKTS FEMEX Fidelity EMEA
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investments
REAL ESTATE FRIFX Fidelity Real Estate Inc
Global Real Estate FIREX Fidelity International Real Estate
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FDIVX Fidelity Diversified International
WORLD STOCK IVGTX MSIF Global Franchise P
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Blend FOSFX Fidelity Overseas
JAPAN STOCK FJPNX Fidelity Japan
Foreign Large Blend FSIIX Spartan International Index
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Southeast Asia
Foreign Large Growth FIVFX Fidelity International Cap Appreciation
Foreign Large Growth FIGFX Fidelity International Growth
Foreign Large Blend FOSKX Fidelity Overseas K
Foreign Large Blend FTIEX Fidelity Total International Equity
EUROPE STOCK FIEUX Fidelity Europe
JAPAN STOCK FJSCX Fidelity Japan Smaller Companies
Foreign Large Blend FICDX Fidelity Canada
EUROPE STOCK FNORX Fidelity Fidelity Nordic
EUROPE STOCK FECAX Fidelity Europe Cap Appreciation
COMMODITIES
COMMODITIES BROAD BASKET FFGCX Fidelity Global Commodity Stock
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Consumer Staples FDFAX Fidelity Select Biotech
Consumer Staples FDFAX Fidelity Select Consumer Staples
Financial FSPCX Fidelity Select Insurance
Industrials FSRFX Fidelity Select Transport
Natural Resources FNARX Fidelity Select Natural Resources
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Conservative Allocation FASIX Fidelity Asset Manager 20%
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Aggressive Allocation FAMRX Fidelity Asset Manager 85%
Moderate Allocation FPURX Fidelity Puritan
Moderate Allocation FBALX Fidelity Balanced
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold
Convertibles FCVSX Fidelity Convertible Securities
Health FSMEX Fidelity Select Medical Equipment & Systems
Utilities FSUTX Fidelity Select Utilities
Technology FSCSX Fidelity Select Software
Industrials FSDAX Fidelity Select Defense
Moderate Allocation FASMX Fidelity Asset Manager 50%
Equity Energy FSENX Fidelity Select Energy
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemicals
MISCELLANEOUS SECTOR FBSOX Fidelity Select IT Services
Utilities FIUIX Fidelity Telecom & Utilities
Moderate Allocation FASGX Fidelity Asset Manager 70%
Natural Resources FSDPX Fidelity Select Materials
Health FPHAX Fidelity Select Pharmaceuticals
Consumer Discretionary FDLSX Fidelity Select Leisure
Communications FWRLX Fidelity Select Wireless
Technology FDCPX Fidelity Select Computers
Communications FSTCX Fidelity Select Telecomm
Equity Energy FSESX Fidelity Select Energy Services
Health FSHCX Fidelity Select Medical Del
Equity Energy FSNGX Fidelity Select Natural Gas
Industrials FCYIX Fidelity Select Industrials
Health FSPHX Fidelity Select Healthcare
MISCELLANEOUS SECTOR FSLEX Fidelity Select Environment
Technology FSPTX Fidelity Select Technology
Industrials FSAIX Fidelity Select Air Transport
Consumer Discretionary FSRPX Fidelity Select Retailing
MISCELLANEOUS SECTOR FSHOX Fidelity Select Construction/House
Financial FSLBX Fidelity Select Brokerage
Consumer Discretionary FSCPX Fidelity Select Consumer Discretionary
MISCELLANEOUS SECTOR FSAVX Fidelity Select Automotive
Communications FBMPX Fidelity Select Multimedia
Financial FSRBX Fidelity Select Banking
Financial FIDSX Fidelity Select Financial
Financial FSVLX Fidelity Select Home Finance
Moderate Allocation FSANX Fidelity Asset Manager 60%
Industrials FSCGX Fidelity Select Commercial Equipment
Industrials FSCGX Fidelity Select Industrial Equipment
Moderate Allocation FDYSX Fidelity Dynamic Strategies
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
World Allocation FGBLX Fidelity Global Balanced
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short Term Bond
High Yield Bond SPHIX Fidelity High Income
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate Government FGOVX Fidelity Fidelity Government Income
Emerging Markets Bond FNMIX Fidelity New Markets Inc
High Yield Bond FHIFX Fidelity Focused High Income
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate-Term Bond FMSFX Fidelity Mortgage SEC
Intermediate-Term Bond FBNDX Fidelity Fidelity Investment Grade Bond
Multisector Bond FSICX Fidelity Strategic Income
LONG GOVERNMENT PGOVX Pimco Long-Term Government Adm
Inflation-Protected Bond FINPX Fidelity Inflation Protected Bond
Intermediate-Term Bond FBIDX Fidelity US Bond Index
US EQUITY
LARGE BLEND FFIDX Fidelity Fidelity
LARGE BLEND FDGFX Fidelity Dividend Growth
MID-CAP VALUE FDVLX Fidelity Value
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
LARGE VALUE FEQIX Fidelity Equity Income
LARGE VALUE FEQTX Fidelity Equity Income II
LARGE GROWTH FLCSX Fidelity Large Cap
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FDEQX Fidelity Disciplined Equity
LARGE BLEND FGRIX Fidelity Growth & Income
LARGE GROWTH FOCPX Fidelity OTC
LARGE BLEND FSTMX Spartan Total Market Index
SMALL BLEND FSCRX Fidelity Small Cap Discovery
LARGE GROWTH FDGRX Fidelity Growth Company
LARGE GROWTH FDSVX Fidelity Growth Discovery
LARGE GROWTH FTRNX Fidelity Trend
LARGE GROWTH FTQGX Fidelity Focused Stock
LARGE BLEND FFNOX Fidelity Four-in-One Index
Mid-Cap Growth FMILX Fidelity New Millen
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock
LARGE GROWTH FNCMX Fidelity Nasdaq Comp Indx
SMALL BLEND FSLCX Fidelity Small Cap
Mid-Cap Growth FMCSX Fidelity Mid Cap
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
LARGE GROWTH FMAGX Fidelity Magellan
LARGE VALUE FSLVX Fidelity Large Cap Value
MID-CAP BLEND FSLSX Fidelity Value Strategies
LARGE BLEND FSDIX Fidelity Strategic Dividend & Income
MID-CAP BLEND USMIX Spartan Extended Market Index
LARGE GROWTH FDCAX Fidelity Capital Appreciation
Mid-Cap Growth FDEGX Fidelity Growth Strategies
LARGE VALUE FBCVX Fidelity Blue Chip Value
LARGE BLEND FGRTX Fidelity Mega Cap Stock
LARGE BLEND FSMAX Spartan 500 Index
LARGE BLEND FSMAX Spartan 500 Index
LARGE BLEND FVDFX Fidelity Value Discovery
LARGE GROWTH FSSKX Fidelity Stock Selector
LARGE VALUE TESIX Fidelity Mutual A
Mid-Cap Growth AMGAX Alger Midcap Growth I
Small Growth FSGRX Franklin Small Midcap Growth A
LARGE GROWTH FFTYX Fidelity Fifty
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index
SMALL BLEND FCPEX Fidelity Small Cap Enhanced Index
LARGE GROWTH FLGEX Fidelity Large Cap Growth Enhanced Index
LARGE VALUE FLVEX Fidelity Large Cap Value Enhanced Index
LARGE BLEND FLCEX Fidelity Large Cap Core Enhanced Index
Mid-Cap Growth FSMGX Fidelity Mid Cap Growth
LARGE GROWTH FSLGX Fidelity Large Cap Growth
SMALL BLEND FCPEX Fidelity Small Cap Independent
LARGE GROWTH FEXPX Fidelity Export & Multinational
LARGE GROWTH FDFFX Fidelity Independence
US EQUITY FNM Fidelity Government National Mortgage Association
LARGE GROWTH CUCAX Credit Suisse Large Cap Growth
Total Available Funds: 155
  • 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 FIMKX Fidelity Emerging Markets 85% 3 60 0 1.01% 1.6%
China Region FHKCX Fidelity China Region 67% 3 60 0 1.53% 1.88%
Latin America Stock FLATX Fidelity Latin America 57% 3 60 0 0.86% 4.27%
DIVERSIFIED EMERGING MKTS FEMEX Fidelity EMEA 0% 3 60 0 1.31% 3.04%
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investments 97% 3 60 0 0.72% 2.28%
REAL ESTATE FRIFX Fidelity Real Estate Inc 88% 3 60 0 0.71% 3.52%
Global Real Estate FIREX Fidelity International Real Estate 84% 3 60 0 1.2% 1.99%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin 100% 3 60 0 1.12% 5.52%
WORLD STOCK FWWFX Fidelity Worldwide 99% 3 60 0 0.95% 0.84%
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 1.59%
WORLD STOCK IVGTX MSIF Global Franchise P 93% 3 60 0 1.35% 0.45%
Foreign Large Blend FIGRX Fidelity International Discovery 90% 3 60 0 0.99% 1.96%
Foreign Large Blend FOSFX Fidelity Overseas 88% 3 60 0 0.95% 1.05%
JAPAN STOCK FJPNX Fidelity Japan 86% 3 60 0 1.13% 3.84%
Foreign Large Blend FSIIX Spartan International Index 86% 3 60 0 0.17% 0%
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap 84% 3 60 0 1.43% 1.87%
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Southeast Asia 82% 3 60 0 1.18% 0.08%
Foreign Large Growth FIVFX Fidelity International Cap Appreciation 77% 3 60 0 0.8% 0.36%
Foreign Large Growth FIGFX Fidelity International Growth 73% 3 60 0 0.89% 0.49%
Foreign Large Blend FOSKX Fidelity Overseas K 72% 3 60 0 0.95% 1.16%
Foreign Large Blend FTIEX Fidelity Total International Equity 71% 3 60 0 1.55% 1.36%
EUROPE STOCK FIEUX Fidelity Europe 61% 3 60 0 0.76% 1.66%
JAPAN STOCK FJSCX Fidelity Japan Smaller Companies 59% 3 60 0 0.91% 2.96%
Foreign Large Blend FICDX Fidelity Canada 53% 3 60 0 0.86% 3.47%
EUROPE STOCK FNORX Fidelity Fidelity Nordic 52% 3 60 0 0.94% 0.05%
EUROPE STOCK FECAX Fidelity Europe Cap Appreciation 0% 3 60 0 1.02% 1.57%
COMMODITIES
COMMODITIES BROAD BASKET FFGCX Fidelity Global Commodity Stock 28% 3 60 0 1.94% 2.09%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 3.2%
Consumer Staples FDFAX Fidelity Select Biotech 97% 3 60 0 1.01% 1.86%
Consumer Staples FDFAX Fidelity Select Consumer Staples 97% 3 60 0 1.01% 1.86%
Financial FSPCX Fidelity Select Insurance 97% 3 60 0 0.81% 0.93%
Industrials FSRFX Fidelity Select Transport 96% 3 60 0 0.76% 1.57%
Natural Resources FNARX Fidelity Select Natural Resources 96% 3 60 0 0.77% 1.55%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 1.55%
Conservative Allocation FASIX Fidelity Asset Manager 20% 94% 3 60 0 0.83% 3.2%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 2.92%
Aggressive Allocation FAMRX Fidelity Asset Manager 85% 85% 3 60 0 1.23% 4.33%
Moderate Allocation FPURX Fidelity Puritan 82% 3 60 0 0.5% 4.31%
Moderate Allocation FBALX Fidelity Balanced 80% 3 60 0 0.5% 1.59%
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold 78% 3 60 0 0.77% 0.56%
Convertibles FCVSX Fidelity Convertible Securities 77% 3 60 0 1.04% 2.12%
Health FSMEX Fidelity Select Medical Equipment & Systems 77% 3 60 0 0.84% 0%
Utilities FSUTX Fidelity Select Utilities 77% 3 60 0 0.74% 2.75%
Technology FSCSX Fidelity Select Software 76% 3 60 0 0.69% 0.08%
Industrials FSDAX Fidelity Select Defense 76% 3 60 0 0.75% 0.73%
Moderate Allocation FASMX Fidelity Asset Manager 50% 76% 3 60 0 0.92% 2.14%
Equity Energy FSENX Fidelity Select Energy 76% 3 60 0 0.83% 0%
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemicals 75% 3 60 0 0.75% 0.93%
MISCELLANEOUS SECTOR FBSOX Fidelity Select IT Services 75% 3 60 0 0.73% 0.01%
Utilities FIUIX Fidelity Telecom & Utilities 75% 3 60 0 0.73% 3.96%
Moderate Allocation FASGX Fidelity Asset Manager 70% 75% 3 60 0 0.97% 1.67%
Natural Resources FSDPX Fidelity Select Materials 75% 3 60 0 0.76% 4.14%
Health FPHAX Fidelity Select Pharmaceuticals 75% 3 60 0 0.76% 4.42%
Consumer Discretionary FDLSX Fidelity Select Leisure 75% 3 60 0 0.74% 0.48%
Communications FWRLX Fidelity Select Wireless 75% 3 60 0 0.79% 0%
Technology FDCPX Fidelity Select Computers 74% 3 60 0 0.73% 0.01%
Communications FSTCX Fidelity Select Telecomm 74% 3 60 0 1.13% 3.03%
Equity Energy FSESX Fidelity Select Energy Services 74% 3 60 0 0.91% 3.03%
Health FSHCX Fidelity Select Medical Del 74% 3 60 0 0.73% 0%
Equity Energy FSNGX Fidelity Select Natural Gas 74% 3 60 0 0.92% 3.12%
Industrials FCYIX Fidelity Select Industrials 74% 3 60 0 0.76% 0.72%
Health FSPHX Fidelity Select Healthcare 73% 3 60 0 0.69% 0%
MISCELLANEOUS SECTOR FSLEX Fidelity Select Environment 73% 3 60 0 0.79% 0%
Technology FSPTX Fidelity Select Technology 73% 3 60 0 0.7% 0.01%
Industrials FSAIX Fidelity Select Air Transport 73% 3 60 0 0.85% 0%
Consumer Discretionary FSRPX Fidelity Select Retailing 72% 3 60 0 0.72% 0.27%
MISCELLANEOUS SECTOR FSHOX Fidelity Select Construction/House 72% 3 60 0 0.77% 0%
Financial FSLBX Fidelity Select Brokerage 72% 3 60 0 0.75% 0%
Consumer Discretionary FSCPX Fidelity Select Consumer Discretionary 71% 3 60 0 0.76% 1.1%
MISCELLANEOUS SECTOR FSAVX Fidelity Select Automotive 71% 3 60 0 0.89% 0.03%
Communications FBMPX Fidelity Select Multimedia 71% 3 60 0 1.07% 0%
Financial FSRBX Fidelity Select Banking 70% 3 60 0 0.75% 2.71%
Financial FIDSX Fidelity Select Financial 69% 3 60 0 0.75% 1.22%
Financial FSVLX Fidelity Select Home Finance 69% 3 60 0 0.87% 0%
Moderate Allocation FSANX Fidelity Asset Manager 60% 69% 3 60 0 1.24% 3.92%
Industrials FSCGX Fidelity Select Commercial Equipment 32% 3 60 0 0.84% 2.51%
Industrials FSCGX Fidelity Select Industrial Equipment 32% 3 60 0 0.84% 2.51%
Moderate Allocation FDYSX Fidelity Dynamic Strategies 0% 3 60 0 1.08% 8.87%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 0%
World Allocation FGBLX Fidelity Global Balanced 0% 3 60 0 1.06% 6.65%
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short Term Bond 100% 3 60 0 0.5% 3.29%
High Yield Bond SPHIX Fidelity High Income 92% 3 60 0 1.16% 4.08%
High Yield Bond FAGIX Fidelity Capital & Income 91% 3 60 0 0.93% 4.03%
Intermediate Government FGOVX Fidelity Fidelity Government Income 91% 3 60 0 0.76% 1.87%
Emerging Markets Bond FNMIX Fidelity New Markets Inc 89% 3 60 0 0.82% 3.93%
High Yield Bond FHIFX Fidelity Focused High Income 88% 3 60 0 0.75% 3.43%
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond 78% 3 60 0 0.45% 3.11%
Intermediate-Term Bond FMSFX Fidelity Mortgage SEC 78% 3 60 0 0.45% 3.61%
Intermediate-Term Bond FBNDX Fidelity Fidelity Investment Grade Bond 76% 3 60 0 0.76% 3.71%
Multisector Bond FSICX Fidelity Strategic Income 74% 3 60 0 0.7% 2.07%
LONG GOVERNMENT PGOVX Pimco Long-Term Government Adm 61% 3 60 0 1.39% 3%
Inflation-Protected Bond FINPX Fidelity Inflation Protected Bond 0% 3 60 0 0.45% 5.61%
Intermediate-Term Bond FBIDX Fidelity US Bond Index 0% 3 60 0 0.13% 2.67%
US EQUITY
LARGE BLEND FFIDX Fidelity Fidelity 100% 3 60 0 0.46% 0.59%
LARGE BLEND FDGFX Fidelity Dividend Growth 99% 3 60 0 0.77% 1.31%
MID-CAP VALUE FDVLX Fidelity Value 99% 3 60 0 0.76% 0.99%
LARGE GROWTH FBGRX Fidelity Blue Chip Growth 99% 3 60 0 0.69% 0%
LARGE VALUE FEQIX Fidelity Equity Income 98% 3 60 0 0.57% 1.67%
LARGE VALUE FEQTX Fidelity Equity Income II 97% 3 60 0 0.58% 2.44%
LARGE GROWTH FLCSX Fidelity Large Cap 96% 3 60 0 0.76% 0.99%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE BLEND FDEQX Fidelity Disciplined Equity 96% 3 60 0 0.37% 0.32%
LARGE BLEND FGRIX Fidelity Growth & Income 95% 3 60 0 0.58% 1.47%
LARGE GROWTH FOCPX Fidelity OTC 94% 3 60 0 0.81% 0.06%
LARGE BLEND FSTMX Spartan Total Market Index 94% 3 60 0 0.09% 1.62%
SMALL BLEND FSCRX Fidelity Small Cap Discovery 90% 3 60 0 1.07% 1.16%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 4.95%
LARGE GROWTH FDSVX Fidelity Growth Discovery 89% 3 60 0 0.68% 2.49%
LARGE GROWTH FTRNX Fidelity Trend 88% 3 60 0 0.58% 0.04%
LARGE GROWTH FTQGX Fidelity Focused Stock 88% 3 60 0 0.47% 0.52%
LARGE BLEND FFNOX Fidelity Four-in-One Index 87% 3 60 0 0.11% 2.72%
Mid-Cap Growth FMILX Fidelity New Millen 87% 3 60 0 0.89% 0.26%
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock 84% 3 60 0 0.74% 8.83%
LARGE GROWTH FNCMX Fidelity Nasdaq Comp Indx 84% 3 60 0 0.29% 0.62%
SMALL BLEND FSLCX Fidelity Small Cap 82% 3 60 0 0.67% 0.02%
Mid-Cap Growth FMCSX Fidelity Mid Cap 77% 3 60 0 0.75% 0.87%
MID-CAP VALUE FSMVX Fidelity Mid Cap Value 76% 3 60 0 1.08% 0.76%
LARGE GROWTH FMAGX Fidelity Magellan 75% 3 60 0 0.52% 0.34%
LARGE VALUE FSLVX Fidelity Large Cap Value 74% 3 60 0 1.94% 0.33%
MID-CAP BLEND FSLSX Fidelity Value Strategies 74% 3 60 0 1.15% 0.61%
LARGE BLEND FSDIX Fidelity Strategic Dividend & Income 74% 3 60 0 0.68% 4.13%
MID-CAP BLEND USMIX Spartan Extended Market Index 73% 3 60 0 0.38% 4.48%
LARGE GROWTH FDCAX Fidelity Capital Appreciation 73% 3 60 0 0.83% 3.39%
Mid-Cap Growth FDEGX Fidelity Growth Strategies 72% 3 60 0 0.72% 0%
LARGE VALUE FBCVX Fidelity Blue Chip Value 71% 3 60 0 0.63% 1.59%
LARGE BLEND FGRTX Fidelity Mega Cap Stock 70% 3 60 0 0.51% 0.47%
LARGE BLEND FSMAX Spartan 500 Index 69% 3 60 0 0.03% 1.13%
LARGE BLEND FSMAX Spartan 500 Index 69% 3 60 0 0.03% 1.13%
LARGE BLEND FVDFX Fidelity Value Discovery 68% 3 60 0 0.8% 5.3%
LARGE GROWTH FSSKX Fidelity Stock Selector 67% 3 60 0 0.66% 0.31%
LARGE VALUE TESIX Fidelity Mutual A 45% 3 60 0 1.25% 3.09%
Mid-Cap Growth AMGAX Alger Midcap Growth I 44% 3 60 0 1.95% 0%
Small Growth FSGRX Franklin Small Midcap Growth A 39% 3 60 0 1.78% 0%
LARGE GROWTH FFTYX Fidelity Fifty 20% 3 60 0 1.65% 0.55%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 1.69%
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index 0% 3 60 0 0.45% 1.03%
SMALL BLEND FCPEX Fidelity Small Cap Enhanced Index 0% 3 60 0 0.55% 1.71%
LARGE GROWTH FLGEX Fidelity Large Cap Growth Enhanced Index 0% 3 60 0 0.39% 1.06%
LARGE VALUE FLVEX Fidelity Large Cap Value Enhanced Index 0% 3 60 0 0.39% 3.16%
LARGE BLEND FLCEX Fidelity Large Cap Core Enhanced Index 0% 3 60 0 0.39% 2.08%
Mid-Cap Growth FSMGX Fidelity Mid Cap Growth 0% 3 60 0 0.79% 0%
LARGE GROWTH FSLGX Fidelity Large Cap Growth 0% 3 60 0 0.88% 0%
SMALL BLEND FCPEX Fidelity Small Cap Independent 0% 3 60 0 0.55% 1.71%
LARGE GROWTH FEXPX Fidelity Export & Multinational 0% 3 60 0 0.74% 1.18%
LARGE GROWTH FDFFX Fidelity Independence 0% 3 60 0 0.85% 0%
US EQUITY FNM Fidelity Government National Mortgage Association 0% 3 60 0 NA NA
LARGE GROWTH CUCAX Credit Suisse Large Cap Growth 0% 3 60 0 NA 0%
Average Expense Ratio: 0.8%
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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 1.8% 20.2% 8.4% 9.9% 6.2% 6.1%

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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 9.5% 12.9% 10.4% 8.7% 7.9%

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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(Ticker:)
The plan consists of 155 funds. It covers 6 major asset classes and 58 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity, REITs and Commodity.


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