MyPlanIQ 401k Investor Town of Needham MA 403B Plan

Town of Needham MA 403B Plan

This Plan is unrated.
Investment Options
Total Available Funds: 173
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FIDELITY REAL ESTATE INVS
REAL ESTATE FRIFX FIDELITY REAL ESTATE INC
Global Real Estate FIREX FIDELITY INTL REAL ESTATE
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FIDELITY EMERGING MKTS
China Region FHKCX FIDELITY CHINA REGION
Latin America Stock FLATX FIDELITY LATIN AMERICA
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FIDELITY PACIFIC BASIN
WORLD STOCK FWWFX FIDELITY WORLDWIDE
Foreign Large Blend FDIVX FIDELITY DIVERSIFD INTL
Total Available Funds: 173
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FIDELITY REAL ESTATE INVS
REAL ESTATE FRIFX FIDELITY REAL ESTATE INC
Global Real Estate FIREX FIDELITY INTL REAL ESTATE
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FIDELITY EMERGING MKTS
China Region FHKCX FIDELITY CHINA REGION
Latin America Stock FLATX FIDELITY LATIN AMERICA
DIVERSIFIED EMERGING MKTS FEMEX FIDELITY EMEA
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FIDELITY PACIFIC BASIN
WORLD STOCK FWWFX FIDELITY WORLDWIDE
Foreign Large Blend FDIVX FIDELITY DIVERSIFD INTL
Foreign Large Blend FIGRX FIDELITY INTL DISCOVERY
Foreign Large Blend FOSFX FIDELITY OVERSEAS
JAPAN STOCK FJPNX FIDELITY JAPAN
Foreign Large Blend FSIIX SPTN INTL INDEX INV
FOREIGN SMALL/MID GROWTH FISMX FIDELITY INTL SMALL CAP
PACIFIC/ASIA EX-JAPAN STK FSEAX FIDELITY EMERGING ASIA
FOREIGN SMALL/MID GROWTH FSCOX FIDELITY INTL SM CAP OPP
Foreign Large Growth FIVFX FIDELITY INTL CAP APPREC
Foreign Large Growth FIGFX FIDELITY INTL GROWTH
Foreign Large Blend FTIEX FIDELITY TOTAL INTL EQ
Foreign Large Value FIVLX FIDELITY INTL VALUE
EUROPE STOCK FIEUX FIDELITY EUROPE
JAPAN STOCK FJSCX FIDELITY JAPAN SMALL CO
Foreign Large Blend FICDX FIDELITY CANADA
EUROPE STOCK FNORX FIDELITY NORDIC
Foreign Large Blend FIENX FIDELITY INTL ENH INDEX
EUROPE STOCK FECAX FIDELITY EUROPE CAP APP
COMMODITIES
COMMODITIES BROAD BASKET FFGCX FIDELITY GLB COMDTY STK
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 TRANSPORT
Consumer Staples FDFAX FIDELITY SELECT TELECOMM
Consumer Staples FDFAX FIDELITY SELECT PHARMACEUTCL
Consumer Staples FDFAX FIDELITY SELECT HEALTHCARE
Consumer Staples FDFAX FIDELITY SELECT CONS STAPLES
Consumer Staples FDFAX FIDELITY SELECT BIOTECH
Financial FSPCX FIDELITY SELECT INSURANCE
Natural Resources FNARX FIDELITY SELECT NATURAL RES
Target Date 2026-2030 FFFEX FIDELITY FREEDOM 2030
Target Date 2036-2040 FFFFX FIDELITY FREEDOM 2040
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 FTANX FIDELITY ASSET MGR 30%
Conservative Allocation FTANX FIDELITY ASSET MGR 50%
Conservative Allocation FASIX FIDELITY ASSET MGR 20%
Conservative Allocation FSRRX FIDELITY STRAT REAL RET
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 MGR 85%
Moderate Allocation FPURX FIDELITY PURITAN
Moderate Allocation FBALX FIDELITY BALANCED
EQUITY PRECIOUS METALS FSAGX FIDELITY SELECT GOLD
Convertibles FCVSX FIDELITY CONVERTIBLE SEC
Health FSMEX FIDELITY SELECT MED EQ & SYS
Utilities FSUTX FIDELITY SELECT UTILITIES
Technology FSCSX FIDELITY SELECT SOFTWARE
Equity Energy FSENX FIDELITY SELECT ENERGY
Equity Energy FSENX FIDELITY SELECT ENERGY SVCS
MISCELLANEOUS SECTOR FSCHX FIDELITY SELECT CHEMICALS
MISCELLANEOUS SECTOR FBSOX FIDELITY SELECT IT SERVICES
Moderate Allocation FASGX FIDELITY ASSET MGR 70%
Utilities FIUIX FIDELITY TELECOM & UTIL
Natural Resources FSDPX FIDELITY SELECT MATERIALS
Consumer Discretionary FDLSX FIDELITY SELECT LEISURE
Communications FWRLX FIDELITY SELECT WIRELESS
Technology FDCPX FIDELITY SELECT COMPUTERS
Equity Energy FSNGX FIDELITY SELECT NATURAL GAS
Health FSHCX FIDELITY SELECT MEDICAL DEL
Industrials FCYIX FIDELITY SELECT INDUSTRIALS
MISCELLANEOUS SECTOR FSLEX FIDELITY SELECT ENV ALT ENGY
Technology FSPTX FIDELITY SELECT TECHNOLOGY
Industrials FSAIX FIDELITY SELECT AIR TRANSPRT
Consumer Discretionary FSRPX FIDELITY SELECT RETAILING
MISCELLANEOUS SECTOR FSHOX FIDELITY SELECT CONSTR/HOUSE
Financial FSLBX FIDELITY SELECT BROKERAGE
Consumer Discretionary FSCPX FIDELITY SELECT CONS DISCR
Communications FSDCX FIDELITY SELECT INDUST EQUIP
Communications FSDCX FIDELITY SELECT COMM EQUIP
Conservative Allocation FFANX FIDELITY ASSET MGR 40%
MISCELLANEOUS SECTOR FSAVX FIDELITY SELECT AUTOMOTIVE
Communications FBMPX FIDELITY SELECT MULTIMEDIA
Technology FSELX FIDELITY SELECT ELECTRONICS
Financial FSRBX FIDELITY SELECT BANKING
Financial FIDSX FIDELITY SELECT FINANCIAL
Financial FSVLX FIDELITY SELECT CONSUMER FIN
Moderate Allocation FSANX FIDELITY ASSET MGR 60%
ROOT CASH FIDELITY US TREA MM
ROOT CASH FIDELITY US GOVT RES
ROOT CASH FIDELITY SELECT MONEY MARKET
ROOT CASH FIDELITY RETIRE MMKT
ROOT CASH FIDELITY RET GOVT MM
ROOT CASH FIDELITY MONEY MARKET
ROOT CASH FIDELITY GOVT MMKT
World Allocation FGBLX FIDELITY GLOBAL BALANCED
Target Date 2000-2010 FFFBX FIDELITY FREEDOM 2000
Moderate Allocation FDYSX FIDELITY DYNAMIC STRAT
FIXED INCOME
Short-Term Bond FSHBX FIDELITY SHORT TERM BOND
Intermediate Government FSTGX FIDELITY INTM GOVT INCOME
Bank Loan FFRHX FIDELITY FLOAT RT HI INC
High Yield Bond SPHIX FIDELITY HIGH INCOME
High Yield Bond FAGIX FIDELITY CAPITAL & INCOME
Intermediate Government FGOVX FIDELITY GOVT INCOME
Emerging Markets Bond FNMIX FIDELITY NEW MARKETS INC
High Yield Bond FHIFX FIDELITY FOCUSED HIGH INC
Intermediate Government FGMNX FIDELITY GNMA
SHORT GOVERNMENT FFXSX FIDELITY INST SH INT GOVT
Intermediate-Term Bond FTBFX FIDELITY TOTAL BOND
ULTRASHORT BOND FULIX FIDELITY ULTRASHORT BOND
Intermediate-Term Bond FTHRX FIDELITY INTERMED BOND
Intermediate-Term Bond FMSFX FIDELITY MORTGAGE SEC
Intermediate-Term Bond FBNDX FIDELITY INVST GR BD
Multisector Bond FSICX FIDELITY STRATEGIC INCOME
Intermediate-Term Bond FCBFX FIDELITY CORPORATE BOND
Intermediate-Term Bond FBIDX SPTN US BOND IDX INV
SHORT GOVERNMENT FSBIX SPTN ST TR IDX INV
LONG GOVERNMENT FLBIX SPTN LT TR IDX INV
Intermediate Government FIBIX SPTN INT TR IDX INV
Inflation-Protected Bond FINPX FIDELITY INFLAT PROT BOND
US EQUITY
LARGE BLEND FFIDX FIDELITY FIDELITY FUND
LARGE BLEND FDGFX FIDELITY DIVIDEND GR
MID-CAP VALUE FDVLX FIDELITY VALUE
LARGE GROWTH FBGRX FIDELITY BLUE CHIP GR
LARGE VALUE FEQIX FIDELITY EQUITY INC
LARGE VALUE FEQTX FIDELITY EQUITY INC II
LARGE GROWTH FLCSX FIDELITY LARGE CAP STOCK
LARGE GROWTH FCNTX FIDELITY CONTRAFUND
LARGE BLEND FDEQX FIDELITY DISCIPLND EQTY
LARGE BLEND FGRIX FIDELITY GROWTH & INC
LARGE GROWTH FOCPX FIDELITY OTC PORTFOLIO
LARGE BLEND FSTMX SPTN TOT MKT IDX INV
SMALL VALUE FCPVX FIDELITY SMALL CAP VALUE
SMALL BLEND FSCRX FIDELITY SM CAP DISCOVERY
LARGE GROWTH FDGRX FIDELITY GROWTH COMPANY
LARGE GROWTH FDSVX FIDELITY GROWTH DISC
LARGE GROWTH FTRNX FIDELITY TREND
LARGE GROWTH FTQGX FIDELITY FOCUSED STOCK
LARGE BLEND FFNOX FIDELITY FOUR IN ONE IDX
Small Growth FCPGX FIDELITY SMALL CAP GROWTH
Mid-Cap Growth FMILX FIDELITY NEW MILLEN
MID-CAP BLEND FLVCX FIDELITY LEVERGD CO STK
LARGE GROWTH FNCMX FIDELITY NASDAQ COMP INDX
SMALL BLEND FSLCX FIDELITY SMALL CAP STOCK
LARGE BLEND FUSEX SPTN 500 INDEX INV
Mid-Cap Growth FMCSX FIDELITY MID CAP STOCK
MID-CAP VALUE FSMVX FIDELITY MID CAP VALUE
LARGE GROWTH FMAGX FIDELITY MAGELLAN
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV
LARGE VALUE FSLVX FIDELITY LARGE CAP VALUE
MID-CAP BLEND FSLSX FIDELITY VALUE STRAT
LARGE GROWTH FDSSX FIDELITY STK SEL ALL CAP
LARGE GROWTH FDCAX FIDELITY CAPITAL APPREC
Mid-Cap Growth FDEGX FIDELITY GROWTH STRAT
LARGE VALUE FBCVX FIDELITY BLUE CHIP VALUE
Small Growth FDSCX FIDELITY STK SEL SM CAP
LARGE BLEND FGRTX FIDELITY MEGA CAP STOCK
LARGE BLEND FVDFX FIDELITY VALUE DISCOV
LARGE BLEND FASDX FIDELITY STRAT DIV & INC
LARGE GROWTH FFTYX FIDELITY FIFTY
MID-CAP BLEND FLPSX FIDELITY LOW PRICED STK
SMALL BLEND FCPEX FIDELITY SM CAP ENH INDX
Mid-Cap Growth FSMGX FIDELITY MID CAP GROWTH
MID-CAP BLEND FMEIX FIDELITY MID CAP ENH INDX
LARGE VALUE FLVEX FIDELITY LC VAL ENH INDX
LARGE GROWTH FLGEX FIDELITY LC GRO ENH INDX
LARGE BLEND FLCEX FIDELITY LC CORE ENH INDX
LARGE GROWTH FSLGX FIDELITY LARGE CAP GROWTH
LARGE GROWTH FDFFX FIDELITY INDEPENDENCE
LARGE GROWTH FEXPX FIDELITY EXPORT & MULTI
LARGE BLEND FOTTX FIDELITY 130/30 LG CAP
Total Available Funds: 173
  • 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 FIDELITY REAL ESTATE INVS 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 INTL REAL ESTATE 84% 3 60 0 1.2% 1.99%
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FIDELITY EMERGING MKTS 83% 3 60 0 0.9% 1.09%
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%
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 DIVERSIFD INTL 98% 3 60 0 0.65% 1.59%
Foreign Large Blend FIGRX FIDELITY INTL 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 SPTN INTL INDEX INV 86% 3 60 0 0.17% 0%
FOREIGN SMALL/MID GROWTH FISMX FIDELITY INTL SMALL CAP 84% 3 60 0 1.43% 1.87%
PACIFIC/ASIA EX-JAPAN STK FSEAX FIDELITY EMERGING ASIA 82% 3 60 0 1.18% 0.08%
FOREIGN SMALL/MID GROWTH FSCOX FIDELITY INTL SM CAP OPP 79% 3 60 0 1.3% 0.9%
Foreign Large Growth FIVFX FIDELITY INTL CAP APPREC 78% 3 60 0 0.8% 0.36%
Foreign Large Growth FIGFX FIDELITY INTL GROWTH 73% 3 60 0 0.89% 0.49%
Foreign Large Blend FTIEX FIDELITY TOTAL INTL EQ 71% 3 60 0 1.55% 1.36%
Foreign Large Value FIVLX FIDELITY INTL VALUE 66% 3 60 0 1.55% 2.06%
EUROPE STOCK FIEUX FIDELITY EUROPE 61% 3 60 0 0.76% 1.66%
JAPAN STOCK FJSCX FIDELITY JAPAN SMALL CO 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 NORDIC 52% 3 60 0 0.94% 0.05%
Foreign Large Blend FIENX FIDELITY INTL ENH INDEX 0% 3 60 0 0.63% 3.11%
EUROPE STOCK FECAX FIDELITY EUROPE CAP APP 0% 3 60 0 1.02% 1.57%
COMMODITIES
COMMODITIES BROAD BASKET FFGCX FIDELITY GLB COMDTY STK 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 TRANSPORT 97% 3 60 0 1.01% 1.86%
Consumer Staples FDFAX FIDELITY SELECT TELECOMM 97% 3 60 0 1.01% 1.86%
Consumer Staples FDFAX FIDELITY SELECT PHARMACEUTCL 97% 3 60 0 1.01% 1.86%
Consumer Staples FDFAX FIDELITY SELECT HEALTHCARE 97% 3 60 0 1.01% 1.86%
Consumer Staples FDFAX FIDELITY SELECT CONS STAPLES 97% 3 60 0 1.01% 1.86%
Consumer Staples FDFAX FIDELITY SELECT BIOTECH 97% 3 60 0 1.01% 1.86%
Financial FSPCX FIDELITY SELECT INSURANCE 97% 3 60 0 0.81% 0.93%
Natural Resources FNARX FIDELITY SELECT NATURAL RES 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 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 FTANX FIDELITY ASSET MGR 30% 95% 3 60 0 0.83% 2.81%
Conservative Allocation FTANX FIDELITY ASSET MGR 50% 95% 3 60 0 0.83% 2.81%
Conservative Allocation FASIX FIDELITY ASSET MGR 20% 94% 3 60 0 0.83% 3.2%
Conservative Allocation FSRRX FIDELITY STRAT REAL RET 94% 3 60 0 0.95% 5.32%
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 MGR 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 SEC 77% 3 60 0 1.04% 2.12%
Health FSMEX FIDELITY SELECT MED EQ & SYS 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%
Equity Energy FSENX FIDELITY SELECT ENERGY 76% 3 60 0 0.83% 0%
Equity Energy FSENX FIDELITY SELECT ENERGY SVCS 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%
Moderate Allocation FASGX FIDELITY ASSET MGR 70% 75% 3 60 0 0.97% 1.67%
Utilities FIUIX FIDELITY TELECOM & UTIL 75% 3 60 0 0.73% 3.96%
Natural Resources FSDPX FIDELITY SELECT MATERIALS 75% 3 60 0 0.76% 4.14%
Consumer Discretionary FDLSX FIDELITY SELECT LEISURE 75% 3 60 0 0.74% 0.48%
Communications FWRLX FIDELITY SELECT WIRELESS 74% 3 60 0 0.79% 0%
Technology FDCPX FIDELITY SELECT COMPUTERS 74% 3 60 0 0.73% 0.01%
Equity Energy FSNGX FIDELITY SELECT NATURAL GAS 74% 3 60 0 0.92% 3.12%
Health FSHCX FIDELITY SELECT MEDICAL DEL 74% 3 60 0 0.73% 0%
Industrials FCYIX FIDELITY SELECT INDUSTRIALS 74% 3 60 0 0.76% 0.72%
MISCELLANEOUS SECTOR FSLEX FIDELITY SELECT ENV ALT ENGY 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 TRANSPRT 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 CONSTR/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 CONS DISCR 71% 3 60 0 0.76% 1.1%
Communications FSDCX FIDELITY SELECT INDUST EQUIP 71% 3 60 0 0.87% 0.33%
Communications FSDCX FIDELITY SELECT COMM EQUIP 71% 3 60 0 0.87% 0.33%
Conservative Allocation FFANX FIDELITY ASSET MGR 40% 71% 3 60 0 0.57% 5.46%
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%
Technology FSELX FIDELITY SELECT ELECTRONICS 70% 3 60 0 0.69% 0.17%
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 CONSUMER FIN 69% 3 60 0 0.87% 0%
Moderate Allocation FSANX FIDELITY ASSET MGR 60% 69% 3 60 0 1.24% 3.92%
ROOT CASH FIDELITY US TREA MM 0% 0 60 0 NA 4.14%
ROOT CASH FIDELITY US GOVT RES 0% 0 60 0 NA 4.14%
ROOT CASH FIDELITY SELECT MONEY MARKET 0% 0 60 0 NA 4.14%
ROOT CASH FIDELITY RETIRE MMKT 0% 0 60 0 NA 4.14%
ROOT CASH FIDELITY RET GOVT MM 0% 0 60 0 NA 4.14%
ROOT CASH FIDELITY MONEY MARKET 0% 0 60 0 NA 4.14%
ROOT CASH FIDELITY GOVT MMKT 0% 0 60 0 NA 4.14%
World Allocation FGBLX FIDELITY GLOBAL BALANCED 0% 3 60 0 1.06% 6.65%
Target Date 2000-2010 FFFBX FIDELITY FREEDOM 2000 0% 3 60 0 0.44% 0%
Moderate Allocation FDYSX FIDELITY DYNAMIC STRAT 0% 3 60 0 1.08% 8.87%
FIXED INCOME
Short-Term Bond FSHBX FIDELITY SHORT TERM BOND 100% 3 60 0 0.5% 3.29%
Intermediate Government FSTGX FIDELITY INTM GOVT INCOME 97% 3 60 0 0.45% 1.64%
Bank Loan FFRHX FIDELITY FLOAT RT HI INC 93% 3 60 0 1.03% 8.37%
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 GOVT 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 INC 88% 3 60 0 0.75% 3.43%
Intermediate Government FGMNX FIDELITY GNMA 87% 3 60 0 0.45% 2.87%
SHORT GOVERNMENT FFXSX FIDELITY INST SH INT GOVT 87% 3 60 0 0.3% 1.58%
Intermediate-Term Bond FTBFX FIDELITY TOTAL BOND 81% 3 60 0 0.5% 3.24%
ULTRASHORT BOND FULIX FIDELITY ULTRASHORT BOND 80% 3 60 0 0.36% 2.5%
Intermediate-Term Bond FTHRX FIDELITY INTERMED 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 INVST GR BD 76% 3 60 0 0.76% 3.71%
Multisector Bond FSICX FIDELITY STRATEGIC INCOME 74% 3 60 0 0.7% 2.07%
Intermediate-Term Bond FCBFX FIDELITY CORPORATE BOND 32% 3 60 0 0.81% 3.09%
Intermediate-Term Bond FBIDX SPTN US BOND IDX INV 0% 3 60 0 0.13% 2.67%
SHORT GOVERNMENT FSBIX SPTN ST TR IDX INV 0% 3 60 0 0.2% 1.47%
LONG GOVERNMENT FLBIX SPTN LT TR IDX INV 0% 3 60 0 0.17% 3.03%
Intermediate Government FIBIX SPTN INT TR IDX INV 0% 3 60 0 0.17% 2.09%
Inflation-Protected Bond FINPX FIDELITY INFLAT PROT BOND 0% 3 60 0 0.45% 5.61%
US EQUITY
LARGE BLEND FFIDX FIDELITY FIDELITY FUND 100% 3 60 0 0.46% 0.59%
LARGE BLEND FDGFX FIDELITY DIVIDEND GR 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 GR 99% 3 60 0 0.69% 0%
LARGE VALUE FEQIX FIDELITY EQUITY INC 98% 3 60 0 0.57% 1.67%
LARGE VALUE FEQTX FIDELITY EQUITY INC II 97% 3 60 0 0.58% 2.44%
LARGE GROWTH FLCSX FIDELITY LARGE CAP STOCK 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 DISCIPLND EQTY 96% 3 60 0 0.37% 0.32%
LARGE BLEND FGRIX FIDELITY GROWTH & INC 95% 3 60 0 0.58% 1.47%
LARGE GROWTH FOCPX FIDELITY OTC PORTFOLIO 94% 3 60 0 0.81% 0.06%
LARGE BLEND FSTMX SPTN TOT MKT IDX INV 94% 3 60 0 0.09% 1.62%
SMALL VALUE FCPVX FIDELITY SMALL CAP VALUE 91% 3 60 0 1.5% 3.99%
SMALL BLEND FSCRX FIDELITY SM 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 DISC 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 IDX 87% 3 60 0 0.11% 2.72%
Small Growth FCPGX FIDELITY SMALL CAP GROWTH 87% 3 60 0 1.32% 0%
Mid-Cap Growth FMILX FIDELITY NEW MILLEN 87% 3 60 0 0.89% 0.26%
MID-CAP BLEND FLVCX FIDELITY LEVERGD CO STK 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 STOCK 82% 3 60 0 0.67% 0.02%
LARGE BLEND FUSEX SPTN 500 INDEX INV 79% 3 60 0 0.09% 1.79%
Mid-Cap Growth FMCSX FIDELITY MID CAP STOCK 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%
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV 75% 3 60 0 0.1% 0%
LARGE VALUE FSLVX FIDELITY LARGE CAP VALUE 74% 3 60 0 1.94% 0.33%
MID-CAP BLEND FSLSX FIDELITY VALUE STRAT 74% 3 60 0 1.15% 0.61%
LARGE GROWTH FDSSX FIDELITY STK SEL ALL CAP 74% 3 60 0 0.66% 0.29%
LARGE GROWTH FDCAX FIDELITY CAPITAL APPREC 73% 3 60 0 0.83% 3.39%
Mid-Cap Growth FDEGX FIDELITY GROWTH STRAT 72% 3 60 0 0.72% 0%
LARGE VALUE FBCVX FIDELITY BLUE CHIP VALUE 71% 3 60 0 0.63% 1.59%
Small Growth FDSCX FIDELITY STK SEL SM CAP 71% 3 60 0 1.46% 0.22%
LARGE BLEND FGRTX FIDELITY MEGA CAP STOCK 70% 3 60 0 0.51% 0.47%
LARGE BLEND FVDFX FIDELITY VALUE DISCOV 68% 3 60 0 0.8% 5.3%
LARGE BLEND FASDX FIDELITY STRAT DIV & INC 53% 3 60 0 0.68% 3.9%
LARGE GROWTH FFTYX FIDELITY FIFTY 20% 3 60 0 1.65% 0.55%
MID-CAP BLEND FLPSX FIDELITY LOW PRICED STK 1% 3 60 0 0.92% 1.69%
SMALL BLEND FCPEX FIDELITY SM CAP ENH INDX 0% 3 60 0 0.55% 1.71%
Mid-Cap Growth FSMGX FIDELITY MID CAP GROWTH 0% 3 60 0 0.79% 0%
MID-CAP BLEND FMEIX FIDELITY MID CAP ENH INDX 0% 3 60 0 0.45% 1.03%
LARGE VALUE FLVEX FIDELITY LC VAL ENH INDX 0% 3 60 0 0.39% 3.16%
LARGE GROWTH FLGEX FIDELITY LC GRO ENH INDX 0% 3 60 0 0.39% 1.06%
LARGE BLEND FLCEX FIDELITY LC CORE ENH INDX 0% 3 60 0 0.39% 2.08%
LARGE GROWTH FSLGX FIDELITY LARGE CAP GROWTH 0% 3 60 0 0.88% 0%
LARGE GROWTH FDFFX FIDELITY INDEPENDENCE 0% 3 60 0 0.85% 0%
LARGE GROWTH FEXPX FIDELITY EXPORT & MULTI 0% 3 60 0 0.74% 1.18%
LARGE BLEND FOTTX FIDELITY 130/30 LG CAP 0% 3 60 0 1.3% 0%
Average Expense Ratio: 0.77%
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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 1.7% 18.5% 7.5% 9.6% 5.9% 5.3%

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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 176 funds. It covers 6 major asset classes and 63 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs, Commodity and Fixed Income.

This plan was created based on a user's request.



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