MyPlanIQ 401k Investor Fidelity Investment Life Insurance Co FIDELITY RETIREMENT RESERVES C SHARES

Fidelity Investment Life Insurance Co FIDELITY RETIREMENT RESERVES C SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS UEMEX UIF Emerging Market Equity I
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Ovseas Init
Foreign Large Value IVQAX UIF Global Value Equity I
Others
Moderate Allocation FBALX Fidelity V3 Balanced Init
Utilities FUGIX Fidelity V4 Utility Init
Health FBTIX Fidelity V4 Technology Init
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init
Emerging Markets Bond UEMDX UIF Emerging Market Debt I
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS UEMEX UIF Emerging Market Equity I
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Ovseas Init
Foreign Large Value IVQAX UIF Global Value Equity I
Others
Moderate Allocation FBALX Fidelity V3 Balanced Init
Utilities FUGIX Fidelity V4 Utility Init
Health FBTIX Fidelity V4 Technology Init
Equity Energy FANIX Fidelity V4 Energy Init
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
Industrials FCLIX Fidelity V4 Industry Init
Health FHCIX Fidelity V4 Health Care Init
Consumer Discretionary FCNIX Fidelity V4 Consumer Discretionary Init
Financial FFSIX Fidelity V4 Financial Init
World Allocation UIMPX UIF Global Tact Asset Al I
ROOT CASH Fidelity V5 Money Market Init
Moderate Allocation FBASX Fidelity V5 Asset Manager Growth Init
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init
Emerging Markets Bond UEMDX UIF Emerging Market Debt I
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Init
LARGE BLEND FUSEX Fidelity V2 Index 500 Init
LARGE GROWTH FGIOX Fidelity V3 Growth&Income Init
MID-CAP BLEND WTSGX Credit Suisse US Equity Flexible I
Mid-Cap Growth FMCCX Fidelity V3 Mid Cap Init
MID-CAP BLEND SOPVX WFVT Opportunity
LARGE GROWTH EPGAX Fidelity VIP Growth Init
Mid-Cap Growth WFDAX WFVT Discovery
Total Available Funds: 28
  • 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 UEMEX UIF Emerging Market Equity I 0% 3 60 0 NA 0%
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Ovseas Init 46% 3 60 0 2.16% 0.69%
Foreign Large Value IVQAX UIF Global Value Equity I 0% 3 60 0 1.47% 0%
Others
Moderate Allocation FBALX Fidelity V3 Balanced Init 80% 3 60 0 0.5% 1.59%
Utilities FUGIX Fidelity V4 Utility Init 78% 3 60 0 0.76% 1.36%
Health FBTIX Fidelity V4 Technology Init 77% 3 60 0 0.73% 0%
Equity Energy FANIX Fidelity V4 Energy Init 76% 3 60 0 1.05% 0%
Moderate Allocation FASMX Fidelity V5 Asset Manager Init 76% 3 60 0 0.92% 2.14%
Industrials FCLIX Fidelity V4 Industry Init 74% 3 60 0 1.02% 0%
Health FHCIX Fidelity V4 Health Care Init 73% 3 60 0 1.72% 0%
Consumer Discretionary FCNIX Fidelity V4 Consumer Discretionary Init 71% 3 60 0 0.62% 0%
Financial FFSIX Fidelity V4 Financial Init 70% 3 60 0 1.28% 0%
World Allocation UIMPX UIF Global Tact Asset Al I 0% 3 60 0 NA 0%
ROOT CASH Fidelity V5 Money Market Init 0% 3 60 0 NA 4.14%
Moderate Allocation FBASX Fidelity V5 Asset Manager Growth Init 0% 3 60 0 1.92% 0%
FIXED INCOME
High Yield Bond SPHIX Fidelity VIP High Income Init 92% 3 60 0 1.16% 4.08%
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init 76% 3 60 0 0.76% 3.71%
Emerging Markets Bond UEMDX UIF Emerging Market Debt I 0% 3 60 0 NA 0%
US EQUITY
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init 98% 3 60 0 0.57% 1.67%
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init 96% 3 60 0 0.55% 4.32%
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Init 85% 3 60 0 1.65% 0%
LARGE BLEND FUSEX Fidelity V2 Index 500 Init 79% 3 60 0 0.09% 1.79%
LARGE GROWTH FGIOX Fidelity V3 Growth&Income Init 74% 3 60 0 1.15% 1.75%
MID-CAP BLEND WTSGX Credit Suisse US Equity Flexible I 71% 3 60 0 1.03% 0%
Mid-Cap Growth FMCCX Fidelity V3 Mid Cap Init 71% 3 60 0 1.22% 0.76%
MID-CAP BLEND SOPVX WFVT Opportunity 38% 3 60 0 0.72% 4.03%
LARGE GROWTH EPGAX Fidelity VIP Growth Init 31% 3 60 0 0.72% 1.7%
Mid-Cap Growth WFDAX WFVT Discovery 24% 3 60 0 0.88% 0%
Average Expense Ratio: 1.03%
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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 8.3% 15.4% 4.9% 4.7% 3.9% 6.7%

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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 28 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.


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