MyPlanIQ 401k Investor Fidelity Personal Retirement Annuity C Shares

Fidelity Personal Retirement Annuity C Shares

This Plan is unrated.
Investment Options
Total Available Funds: 45
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Return Emerging Markets Equity Svc
DIVERSIFIED EMERGING MKTS UEMEX UIF Emerging Market Equity I
REAL ESTATE
REAL ESTATE FRESX Fidelity V4 Real Estate Inv
INTERNATIONAL EQUITY
Foreign Large Growth FCPIX Fidelity V4 International Capital App Inv R
Foreign Large Value IVQAX UIF Global Value Equity I
Others
Target Date 2016-2020 FFFDX Fidelity V5 Investor Freedom 2020 Inv
Retirement Income FFFAX Fidelity V5 Investor Freedom Income Inv
Target Date 2011-2015 FFVFX Fidelity V5 Investor Freedom 2015 Inv
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Inv
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Inv
Multisector Bond FSICX Fidelity V5 Strategic Income Inv
Total Available Funds: 45
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Return Emerging Markets Equity Svc
DIVERSIFIED EMERGING MKTS UEMEX UIF Emerging Market Equity I
REAL ESTATE
REAL ESTATE FRESX Fidelity V4 Real Estate Inv
INTERNATIONAL EQUITY
Foreign Large Growth FCPIX Fidelity V4 International Capital App Inv R
Foreign Large Value IVQAX UIF Global Value Equity I
Others
Target Date 2016-2020 FFFDX Fidelity V5 Investor Freedom 2020 Inv
Retirement Income FFFAX Fidelity V5 Investor Freedom Income Inv
Target Date 2011-2015 FFVFX Fidelity V5 Investor Freedom 2015 Inv
Target Date 2026-2030 FFFEX Fidelity V5 Investor Freedom 2030 Inv
Target Date 2021-2025 FFTWX Fidelity V5 Investor Freedom 2025 Inv
Conservative Allocation FASIX Fidelity V5 FundsManager 20% Inv
Target Date 2000-2010 FFFCX Fidelity V5 Investor Freedom 2010 Inv
Target Date 2000-2010 FFFVX Fidelity V5 Investor Freedom 2005 Inv
Moderate Allocation FBALX Fidelity V3 Balanced Inv
Utilities FUGIX Fidelity V4 Utility Inv
Health FBTIX Fidelity V4 Technology Inv
Equity Energy FANIX Fidelity V4 Energy Inv
Moderate Allocation FASMX Fidelity V5 FundsManager 50% Inv
Moderate Allocation FASGX Fidelity V5 FundsManager 70% Inv
Industrials FCLIX Fidelity V4 Industry Inv
Health FHCIX Fidelity V4 Health Care Inv
Consumer Discretionary FCNIX Fidelity V4 Consumer Discretionary Inv
Moderate Allocation FSANX Fidelity V5 Asset Manager Inv
World Allocation UIMPX UIF Global Tact Asset Al I
ROOT CASH Fidelity V5 Money Market Inv
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Inv
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Inv
Multisector Bond FSICX Fidelity V5 Strategic Income Inv
Emerging Markets Bond UEMDX UIF Emerging Market Debt I
US EQUITY
MID-CAP VALUE FDVLX Fidelity VIP Value Inv
LARGE VALUE FEQIX Fidelity VIP Equity-Income Inv
LARGE GROWTH FCNTX Fidelity V2 Contrafund Inv
SMALL BLEND FSCIX Fidelity V2 Disciplined Small Capital Inv
LARGE GROWTH FAMRX Fidelity V5 FundsManager 85% Inv
LARGE GROWTH FAMRX Fidelity V5 Asset Manager Growth Inv
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Inv
LARGE GROWTH EQPGX Fidelity V4 Growth Stk Inv
LARGE BLEND FUSEX Fidelity V2 Index 500 Init
MID-CAP BLEND FASOX Fidelity V3 Value Strategic Inv
LARGE GROWTH FGIOX Fidelity V3 Growth&Income Inv
LARGE GROWTH FDCAX Fidelity V3 Dynamic Cap Inv
Mid-Cap Growth FDEGX Fidelity VIP Growth Inv
Mid-Cap Growth FMCCX Fidelity V3 Mid Cap Inv
LARGE VALUE FVLIX Fidelity V4 Value Ld Inv
Mid-Cap Growth FRVIX Fidelity V3 Growth Strategic Inv
Total Available Funds: 45
  • 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 Lazard Return Emerging Markets Equity Svc 91% 3 60 0 1.07% 4.97%
DIVERSIFIED EMERGING MKTS UEMEX UIF Emerging Market Equity I 0% 3 60 0 NA 0%
REAL ESTATE
REAL ESTATE FRESX Fidelity V4 Real Estate Inv 97% 3 60 0 0.72% 2.28%
INTERNATIONAL EQUITY
Foreign Large Growth FCPIX Fidelity V4 International Capital App Inv R 76% 3 60 0 1.06% 0.36%
Foreign Large Value IVQAX UIF Global Value Equity I 0% 3 60 0 1.47% 0%
Others
Target Date 2016-2020 FFFDX Fidelity V5 Investor Freedom 2020 Inv 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity V5 Investor Freedom Income Inv 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity V5 Investor Freedom 2015 Inv 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity V5 Investor Freedom 2030 Inv 96% 3 60 0 0.66% 3.25%
Target Date 2021-2025 FFTWX Fidelity V5 Investor Freedom 2025 Inv 95% 3 60 0 0.34% 2.01%
Conservative Allocation FASIX Fidelity V5 FundsManager 20% Inv 94% 3 60 0 0.83% 3.2%
Target Date 2000-2010 FFFCX Fidelity V5 Investor Freedom 2010 Inv 92% 3 60 0 0.49% 3.21%
Target Date 2000-2010 FFFVX Fidelity V5 Investor Freedom 2005 Inv 87% 3 60 0 0.42% 2.92%
Moderate Allocation FBALX Fidelity V3 Balanced Inv 80% 3 60 0 0.5% 1.59%
Utilities FUGIX Fidelity V4 Utility Inv 78% 3 60 0 0.76% 1.36%
Health FBTIX Fidelity V4 Technology Inv 77% 3 60 0 0.73% 0%
Equity Energy FANIX Fidelity V4 Energy Inv 76% 3 60 0 1.05% 0%
Moderate Allocation FASMX Fidelity V5 FundsManager 50% Inv 76% 3 60 0 0.92% 2.14%
Moderate Allocation FASGX Fidelity V5 FundsManager 70% Inv 75% 3 60 0 0.97% 1.67%
Industrials FCLIX Fidelity V4 Industry Inv 74% 3 60 0 1.02% 0%
Health FHCIX Fidelity V4 Health Care Inv 73% 3 60 0 1.72% 0%
Consumer Discretionary FCNIX Fidelity V4 Consumer Discretionary Inv 71% 3 60 0 0.62% 0%
Moderate Allocation FSANX Fidelity V5 Asset Manager Inv 69% 3 60 0 1.24% 3.92%
World Allocation UIMPX UIF Global Tact Asset Al I 0% 3 60 0 NA 0%
ROOT CASH Fidelity V5 Money Market Inv 0% 3 60 0 NA 4.14%
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Inv 92% 3 60 0 1.16% 4.08%
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Inv 76% 3 60 0 0.76% 3.71%
Multisector Bond FSICX Fidelity V5 Strategic Income Inv 74% 3 60 0 0.7% 2.07%
Emerging Markets Bond UEMDX UIF Emerging Market Debt I 0% 3 60 0 NA 0%
US EQUITY
MID-CAP VALUE FDVLX Fidelity VIP Value Inv 99% 3 60 0 0.76% 0.99%
LARGE VALUE FEQIX Fidelity VIP Equity-Income Inv 98% 3 60 0 0.57% 1.67%
LARGE GROWTH FCNTX Fidelity V2 Contrafund Inv 96% 3 60 0 0.55% 4.32%
SMALL BLEND FSCIX Fidelity V2 Disciplined Small Capital Inv 91% 3 60 0 2.15% 4.01%
LARGE GROWTH FAMRX Fidelity V5 FundsManager 85% Inv 85% 3 60 0 1.23% 4.33%
LARGE GROWTH FAMRX Fidelity V5 Asset Manager Growth Inv 85% 3 60 0 1.23% 4.33%
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Inv 85% 3 60 0 1.65% 0%
LARGE GROWTH EQPGX Fidelity V4 Growth Stk Inv 82% 3 60 0 0.72% 1.46%
LARGE BLEND FUSEX Fidelity V2 Index 500 Init 79% 3 60 0 0.09% 1.79%
MID-CAP BLEND FASOX Fidelity V3 Value Strategic Inv 75% 3 60 0 0.75% 0.7%
LARGE GROWTH FGIOX Fidelity V3 Growth&Income Inv 74% 3 60 0 1.15% 1.75%
LARGE GROWTH FDCAX Fidelity V3 Dynamic Cap Inv 73% 3 60 0 0.83% 3.39%
Mid-Cap Growth FDEGX Fidelity VIP Growth Inv 72% 3 60 0 0.72% 0%
Mid-Cap Growth FMCCX Fidelity V3 Mid Cap Inv 71% 3 60 0 1.22% 0.76%
LARGE VALUE FVLIX Fidelity V4 Value Ld Inv 71% 3 60 0 1.4% 5.6%
Mid-Cap Growth FRVIX Fidelity V3 Growth Strategic Inv 0% 3 60 0 1% 0%
Average Expense Ratio: 0.89%
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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 0.2% 7.7% 3.8% 7.4% 5.2% 7.4%

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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 45 funds. It covers 5 major asset classes and 30 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs, Fixed Income and Emerging Market Equity.
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