MyPlanIQ 401k Investor Graceworks Lutheran Services 403B

Graceworks Lutheran Services 403B

This Plan is unrated.
Investment Options
Total Available Funds: 167
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE FRIFX Fidelity Real Estate Income
Global Real Estate FIREX Fidelity International Real Estate
Emerging Market
China Region FHKCX Fidelity China Region
Latin America Stock FLATX Fidelity Latin America
DIVERSIFIED EMERGING MKTS FEMEX Fidelity Emerging EMEA
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FDIVX Fidelity Diversified International
Total Available Funds: 167
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE FRIFX Fidelity Real Estate Income
Global Real Estate FIREX Fidelity International Real Estate
Emerging Market
China Region FHKCX Fidelity China Region
Latin America Stock FLATX Fidelity Latin America
DIVERSIFIED EMERGING MKTS FEMEX Fidelity Emerging EMEA
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Blend FOSFX Fidelity Overseas
JAPAN STOCK FJPNX Fidelity Japan
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
FOREIGN SMALL/MID GROWTH FSCOX Fidelity International Small Cap Opp
Foreign Large Growth FIVFX Fidelity International Capital Apprec
Foreign Large Growth FIGFX Fidelity International Growth
Foreign Large Blend FTIEX Fidelity Total International Equity
Foreign Large Value FIVLX Fidelity International Value
EUROPE STOCK FIEUX Fidelity Europe
JAPAN STOCK FJSCX Fidelity Japan Smaller Companies
Foreign Large Blend FICDX Fidelity Canada
EUROPE STOCK FNORX Fidelity Nordic
Foreign Large Blend FIENX Fidelity International Enhanced Index
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation
COMMODITIES
COMMODITIES BROAD BASKET FFGCX Fidelity Global Cmdty 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 Consumer Staples
Financial FSPCX Fidelity Select Insurance
Industrials FSRFX Fidelity Select Transportation
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 FTANX Fidelity Asset Manager 30%
Conservative Allocation FASIX Fidelity Asset Manager 20%
Conservative Allocation FSRRX Fidelity Strategic Real Return
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
Health FSMEX Fidelity Select Medical Equip & Systems
Utilities FSUTX Fidelity Select Utilities Portfolio
Convertibles FCVSX Fidelity Convertible Securities
Health FBIOX Fidelity Select Biotechnology
Technology FSCSX Fidelity Select Software & Comp
Industrials FSDAX Fidelity Select Defense & Aerospace
Equity Energy FSENX Fidelity Select Energy
Moderate Allocation FASMX Fidelity Asset Manager 50%
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemicals
MISCELLANEOUS SECTOR FBSOX Fidelity Select IT Services
Utilities FIUIX Fidelity Telecom and Utilities
Natural Resources FSDPX Fidelity Select Materials
Health FPHAX Fidelity Select Pharmaceuticals
Moderate Allocation FASGX Fidelity Asset Manager 70%
Consumer Discretionary FDLSX Fidelity Select Leisure
Communications FWRLX Fidelity Select Wireless
Technology FDCPX Fidelity Select Computers
Communications FSTCX Fidelity Select Telecommunications
Health FSHCX Fidelity Select Medical Delivery
Equity Energy FSESX Fidelity Select Energy Service
Industrials FCYIX Fidelity Select Industrials
Equity Energy FSNGX Fidelity Select Natural Gas
Health FSPHX Fidelity Select Health Care
MISCELLANEOUS SECTOR FSLEX Fidelity Select Envir and Alt Energy
Technology FSPTX Fidelity Select Technology
Industrials FSAIX Fidelity Select Air Transportation
Consumer Discretionary FSRPX Fidelity Select Retailing
MISCELLANEOUS SECTOR FSHOX Fidelity Select Construction & Housing
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt
Consumer Discretionary FSCPX Fidelity Select Consumer Discretionary
MISCELLANEOUS SECTOR FSAVX Fidelity Select Automotive
Communications FSDCX Fidelity Select Communications Equip
Communications FBMPX Fidelity Select Multimedia
Conservative Allocation FFANX Fidelity Asset Manager 40%
Technology FSELX Fidelity Select Electronics
Financial FSRBX Fidelity Select Banking
Financial FIDSX Fidelity Select Financial Services
Financial FSVLX Fidelity Select Consumer Finance
Moderate Allocation FSANX Fidelity Asset Manager 60%
Industrials FSCGX Fidelity Select Industrial Equipment
ROOT CASH Fidelity Money Market
World Allocation FGBLX Fidelity Global Balanced
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
Moderate Allocation FDYSX Fidelity Dynamic Strategies
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond
Intermediate Government FSTGX Fidelity Intermediate Government Inc
Bank Loan FFRHX Fidelity Floating Rate High Income
High Yield Bond SPHIX Fidelity High Income
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate Government FGOVX Fidelity Government Income
Emerging Markets Bond FNMIX Fidelity New Markets Income
High Yield Bond FHIFX Fidelity Focused High Income
Intermediate Government FGMNX Fidelity GNMA Fund
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Multisector Bond FSICX Fidelity Strategic Income
Intermediate-Term Bond FCBFX FCBFX
SHORT GOVERNMENT FSBIX Fidelity Spartan S/T Tr Bd Idx Inv
LONG GOVERNMENT FLBIX Fidelity Spartan L/T Tr Bd Idx Inv
Intermediate Government FIBIX Fidelity Spartan Interm Tr Bd Idx Inv
Intermediate-Term Bond FBIDX Fidelity US Bond Index
ULTRASHORT BOND FUSFX Fidelity Ultra-Short Bond
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond
Emerging Markets Bond FMKIX Fidelity Emerging Markets
US EQUITY
LARGE BLEND FFIDX 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 FCNTX Fidelity Contrafund
LARGE GROWTH FLCSX Fidelity Large Cap Stock
LARGE BLEND FDEQX Fidelity Disciplined Equity
LARGE BLEND FGRIX Fidelity Growth & Income
LARGE GROWTH FOCPX Fidelity OTC
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv
SMALL VALUE FCPVX Fidelity Small Cap Value
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
Small Growth FCPGX Fidelity Small Cap Growth
Mid-Cap Growth FMILX Fidelity New Millennium
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock
LARGE GROWTH FNCMX Fidelity Nasdaq Composite Index
SMALL BLEND FSLCX Fidelity Small Cap Stock
LARGE BLEND FUSEX Fidelity Spartan 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 Fidelity Spartan Extended Mkt Index Inv
LARGE VALUE FSLVX Fidelity Large Cap Value
MID-CAP BLEND FSLSX Fidelity Value Strategies
LARGE BLEND FSDIX Fidelity Strategic Dividend & Income
LARGE GROWTH FDSSX Fidelity Stock Selector All Cap
LARGE GROWTH FDCAX Fidelity Capital Appreciation
Mid-Cap Growth FDEGX Fidelity Growth Strategies
LARGE VALUE FBCVX Fidelity Blue Chip Value
Small Growth FDSCX Fidelity Stock Selector Sm Cp
LARGE BLEND FGRTX Fidelity Mega Cap Stock
LARGE BLEND FVDFX Fidelity Value Discovery
LARGE GROWTH FFTYX Fidelity Fifty
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
SMALL BLEND FCPEX Fidelity Small Cap Enhanced Index
Mid-Cap Growth FSMGX Fidelity Mid Cap Growth
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index
LARGE VALUE FLVEX Fidelity Large Cap Value Enhanced Index
LARGE GROWTH FLGEX Fidelity Large Cap Growth Enhanced Index
LARGE BLEND FLCEX Fidelity Large Cap Core Enhanced Index
LARGE GROWTH FSLGX Fidelity Large Cap Growth
LARGE GROWTH FDFFX Fidelity Independence
LARGE GROWTH FEXPX Fidelity Export & Multinational
LARGE BLEND FOTTX Fidelity 130/30 Large Cap
Total Available Funds: 167
  • 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 Investment 97% 3 60 0 0.72% 6.96%
REAL ESTATE FRIFX Fidelity Real Estate Income 88% 3 60 0 0.71% 4.96%
Global Real Estate FIREX Fidelity International Real Estate 84% 3 60 0 1.2% 1.85%
Emerging Market
China Region FHKCX Fidelity China Region 67% 3 60 0 1.53% 1.86%
Latin America Stock FLATX Fidelity Latin America 57% 3 60 0 0.86% 4.7%
DIVERSIFIED EMERGING MKTS FEMEX Fidelity Emerging EMEA 0% 3 60 0 1.31% 6.42%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin 100% 3 60 0 1.12% 5.33%
WORLD STOCK FWWFX Fidelity Worldwide 99% 3 60 0 0.95% 1.07%
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 4.36%
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% 1.08%
JAPAN STOCK FJPNX Fidelity Japan 86% 3 60 0 1.13% 3.77%
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv 86% 3 60 0 0.17% 3.08%
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap 84% 3 60 0 1.43% 1.98%
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia 82% 3 60 0 1.18% 0.08%
FOREIGN SMALL/MID GROWTH FSCOX Fidelity International Small Cap Opp 79% 3 60 0 1.3% 3.81%
Foreign Large Growth FIVFX Fidelity International Capital Apprec 77% 3 60 0 0.8% 0.42%
Foreign Large Growth FIGFX Fidelity International Growth 73% 3 60 0 0.89% 0.51%
Foreign Large Blend FTIEX Fidelity Total International Equity 71% 3 60 0 1.55% 1.42%
Foreign Large Value FIVLX Fidelity International Value 66% 3 60 0 1.55% 2.23%
EUROPE STOCK FIEUX Fidelity Europe 61% 3 60 0 0.76% 1.63%
JAPAN STOCK FJSCX Fidelity Japan Smaller Companies 59% 3 60 0 0.91% 2.91%
Foreign Large Blend FICDX Fidelity Canada 52% 3 60 0 0.86% 3.45%
EUROPE STOCK FNORX Fidelity Nordic 51% 3 60 0 0.94% 0.05%
Foreign Large Blend FIENX Fidelity International Enhanced Index 0% 3 60 0 0.63% 5.66%
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation 0% 3 60 0 1.02% 1.85%
COMMODITIES
COMMODITIES BROAD BASKET FFGCX Fidelity Global Cmdty Stk 28% 3 60 0 1.94% 2.01%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 2.73%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 3.08%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 2.69%
Consumer Staples FDFAX Fidelity Select Consumer Staples 97% 3 60 0 1.01% 5.53%
Financial FSPCX Fidelity Select Insurance 97% 3 60 0 0.81% 9.02%
Industrials FSRFX Fidelity Select Transportation 96% 3 60 0 0.76% 3.17%
Natural Resources FNARX Fidelity Select Natural Resources 96% 3 60 0 0.77% 1.54%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 1.99%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.87%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.19%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 2%
Conservative Allocation FTANX Fidelity Asset Manager 30% 95% 3 60 0 0.83% 2.98%
Conservative Allocation FASIX Fidelity Asset Manager 20% 94% 3 60 0 0.83% 3.35%
Conservative Allocation FSRRX Fidelity Strategic Real Return 94% 3 60 0 0.95% 5.23%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 1.94%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 2.78%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 2.01%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 2.95%
Aggressive Allocation FAMRX Fidelity Asset Manager 85% 85% 3 60 0 1.23% 1.44%
Moderate Allocation FPURX Fidelity Puritan 82% 3 60 0 0.5% 5.72%
Moderate Allocation FBALX Fidelity Balanced 80% 3 60 0 0.5% 2.6%
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold 78% 3 60 0 0.77% 0.54%
Health FSMEX Fidelity Select Medical Equip & Systems 78% 3 60 0 0.84% 2.02%
Utilities FSUTX Fidelity Select Utilities Portfolio 78% 3 60 0 0.74% 5.46%
Convertibles FCVSX Fidelity Convertible Securities 77% 3 60 0 1.04% 2.48%
Health FBIOX Fidelity Select Biotechnology 77% 3 60 0 0.72% 0.83%
Technology FSCSX Fidelity Select Software & Comp 77% 3 60 0 0.69% 11.5%
Industrials FSDAX Fidelity Select Defense & Aerospace 76% 3 60 0 0.75% 8.34%
Equity Energy FSENX Fidelity Select Energy 76% 3 60 0 0.83% 2.28%
Moderate Allocation FASMX Fidelity Asset Manager 50% 76% 3 60 0 0.92% 2.35%
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemicals 76% 3 60 0 0.75% 10.97%
MISCELLANEOUS SECTOR FBSOX Fidelity Select IT Services 76% 3 60 0 0.73% 11.23%
Utilities FIUIX Fidelity Telecom and Utilities 75% 3 60 0 0.73% 6.85%
Natural Resources FSDPX Fidelity Select Materials 75% 3 60 0 0.76% 4.96%
Health FPHAX Fidelity Select Pharmaceuticals 75% 3 60 0 0.76% 4.64%
Moderate Allocation FASGX Fidelity Asset Manager 70% 75% 3 60 0 0.97% 1.83%
Consumer Discretionary FDLSX Fidelity Select Leisure 75% 3 60 0 0.74% 2.73%
Communications FWRLX Fidelity Select Wireless 75% 3 60 0 0.79% 6.5%
Technology FDCPX Fidelity Select Computers 75% 3 60 0 0.73% 1.37%
Communications FSTCX Fidelity Select Telecommunications 75% 3 60 0 1.13% 2.9%
Health FSHCX Fidelity Select Medical Delivery 74% 3 60 0 0.73% 4.18%
Equity Energy FSESX Fidelity Select Energy Service 74% 3 60 0 0.91% 3.18%
Industrials FCYIX Fidelity Select Industrials 74% 3 60 0 0.76% 6.04%
Equity Energy FSNGX Fidelity Select Natural Gas 74% 3 60 0 0.92% 3.25%
Health FSPHX Fidelity Select Health Care 74% 3 60 0 0.69% 3.2%
MISCELLANEOUS SECTOR FSLEX Fidelity Select Envir and Alt Energy 74% 3 60 0 0.79% 0.49%
Technology FSPTX Fidelity Select Technology 74% 3 60 0 0.7% 0%
Industrials FSAIX Fidelity Select Air Transportation 73% 3 60 0 0.85% 19.53%
Consumer Discretionary FSRPX Fidelity Select Retailing 72% 3 60 0 0.72% 15.42%
MISCELLANEOUS SECTOR FSHOX Fidelity Select Construction & Housing 72% 3 60 0 0.77% 2.23%
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt 72% 3 60 0 0.75% 1.64%
Consumer Discretionary FSCPX Fidelity Select Consumer Discretionary 72% 3 60 0 0.76% 2.94%
MISCELLANEOUS SECTOR FSAVX Fidelity Select Automotive 71% 3 60 0 0.89% 0.96%
Communications FSDCX Fidelity Select Communications Equip 71% 3 60 0 0.87% 12.72%
Communications FBMPX Fidelity Select Multimedia 71% 3 60 0 1.07% 3.75%
Conservative Allocation FFANX Fidelity Asset Manager 40% 71% 3 60 0 0.57% 2.66%
Technology FSELX Fidelity Select Electronics 71% 3 60 0 0.69% 9.03%
Financial FSRBX Fidelity Select Banking 70% 3 60 0 0.75% 4.39%
Financial FIDSX Fidelity Select Financial Services 70% 3 60 0 0.75% 2.98%
Financial FSVLX Fidelity Select Consumer Finance 69% 3 60 0 0.87% 0%
Moderate Allocation FSANX Fidelity Asset Manager 60% 69% 3 60 0 1.24% 2.04%
Industrials FSCGX Fidelity Select Industrial Equipment 32% 3 60 0 0.84% 20.11%
ROOT CASH Fidelity Money Market 0% 0 60 0 NA 2.67%
World Allocation FGBLX Fidelity Global Balanced 0% 3 60 0 1.06% 23.93%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 6.09%
Moderate Allocation FDYSX Fidelity Dynamic Strategies 0% 3 60 0 1.08% 15.89%
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond 100% 3 60 0 0.5% 3.53%
Intermediate Government FSTGX Fidelity Intermediate Government Inc 97% 3 60 0 0.45% 2.38%
Bank Loan FFRHX Fidelity Floating Rate High Income 93% 3 60 0 1.03% 8.65%
High Yield Bond SPHIX Fidelity High Income 92% 3 60 0 1.16% 5.83%
High Yield Bond FAGIX Fidelity Capital & Income 91% 3 60 0 0.93% 5.59%
Intermediate Government FGOVX Fidelity Government Income 91% 3 60 0 0.76% 2.75%
Emerging Markets Bond FNMIX Fidelity New Markets Income 89% 3 60 0 0.82% 5.75%
High Yield Bond FHIFX Fidelity Focused High Income 88% 3 60 0 0.75% 4.64%
Intermediate Government FGMNX Fidelity GNMA Fund 87% 3 60 0 0.45% 3.43%
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt 87% 3 60 0 0.3% 2.4%
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 3 60 0 0.5% 4.15%
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond 78% 3 60 0 0.45% 3.19%
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs 78% 3 60 0 0.45% 3.55%
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond 76% 3 60 0 0.76% 3.72%
Multisector Bond FSICX Fidelity Strategic Income 74% 3 60 0 0.7% 3.83%
Intermediate-Term Bond FCBFX FCBFX 32% 3 60 0 0.81% 3.88%
SHORT GOVERNMENT FSBIX Fidelity Spartan S/T Tr Bd Idx Inv 0% 3 60 0 0.2% 1.46%
LONG GOVERNMENT FLBIX Fidelity Spartan L/T Tr Bd Idx Inv 0% 3 60 0 0.17% 2.78%
Intermediate Government FIBIX Fidelity Spartan Interm Tr Bd Idx Inv 0% 3 60 0 0.17% 2.04%
Intermediate-Term Bond FBIDX Fidelity US Bond Index 0% 3 60 0 0.13% 2.54%
ULTRASHORT BOND FUSFX Fidelity Ultra-Short Bond 0% 3 60 0 0.45% 0.16%
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond 0% 3 60 0 0.45% 5.42%
Emerging Markets Bond FMKIX Fidelity Emerging Markets 0% 3 60 0 0.9% 4.02%
US EQUITY
LARGE BLEND FFIDX Fidelity 100% 3 60 0 0.46% 2.76%
LARGE BLEND FDGFX Fidelity Dividend Growth 99% 3 60 0 0.77% 3.84%
MID-CAP VALUE FDVLX Fidelity Value 99% 3 60 0 0.76% 4.29%
LARGE GROWTH FBGRX Fidelity Blue Chip Growth 99% 3 60 0 0.69% 1.18%
LARGE VALUE FEQIX Fidelity Equity-Income 98% 3 60 0 0.57% 4.85%
LARGE VALUE FEQTX Fidelity Equity-Income II 97% 3 60 0 0.58% 5.64%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 3.75%
LARGE GROWTH FLCSX Fidelity Large Cap Stock 96% 3 60 0 0.76% 3.18%
LARGE BLEND FDEQX Fidelity Disciplined Equity 96% 3 60 0 0.37% 5.26%
LARGE BLEND FGRIX Fidelity Growth & Income 95% 3 60 0 0.58% 4.28%
LARGE GROWTH FOCPX Fidelity OTC 94% 3 60 0 0.81% 0.07%
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv 94% 3 60 0 0.09% 1.57%
SMALL VALUE FCPVX Fidelity Small Cap Value 91% 3 60 0 1.5% 5.86%
SMALL BLEND FSCRX Fidelity Small Cap Discovery 90% 3 60 0 1.07% 5.07%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 4.53%
LARGE GROWTH FDSVX Fidelity Growth Discovery 89% 3 60 0 0.68% 3.01%
LARGE GROWTH FTRNX Fidelity Trend 88% 3 60 0 0.58% 5.43%
LARGE GROWTH FTQGX Fidelity Focused Stock 88% 3 60 0 0.47% 0.73%
LARGE BLEND FFNOX Fidelity Four-in-One Index 87% 3 60 0 0.11% 3.49%
Small Growth FCPGX Fidelity Small Cap Growth 87% 3 60 0 1.32% 0%
Mid-Cap Growth FMILX Fidelity New Millennium 87% 3 60 0 0.89% 4.36%
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock 85% 3 60 0 0.74% 12.93%
LARGE GROWTH FNCMX Fidelity Nasdaq Composite Index 84% 3 60 0 0.29% 0.81%
SMALL BLEND FSLCX Fidelity Small Cap Stock 82% 3 60 0 0.67% 0.02%
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv 79% 3 60 0 0.09% 1.68%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock 77% 3 60 0 0.75% 2.84%
MID-CAP VALUE FSMVX Fidelity Mid Cap Value 77% 3 60 0 1.08% 1.73%
LARGE GROWTH FMAGX Fidelity Magellan 75% 3 60 0 0.52% 12.28%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv 75% 3 60 0 0.1% 1.64%
LARGE VALUE FSLVX Fidelity Large Cap Value 74% 3 60 0 1.94% 4.38%
MID-CAP BLEND FSLSX Fidelity Value Strategies 74% 3 60 0 1.15% 2.91%
LARGE BLEND FSDIX Fidelity Strategic Dividend & Income 74% 3 60 0 0.68% 5.81%
LARGE GROWTH FDSSX Fidelity Stock Selector All Cap 74% 3 60 0 0.66% 2.31%
LARGE GROWTH FDCAX Fidelity Capital Appreciation 73% 3 60 0 0.83% 3.83%
Mid-Cap Growth FDEGX Fidelity Growth Strategies 72% 3 60 0 0.72% 0.06%
LARGE VALUE FBCVX Fidelity Blue Chip Value 71% 3 60 0 0.63% 3.88%
Small Growth FDSCX Fidelity Stock Selector Sm Cp 71% 3 60 0 1.46% 0.27%
LARGE BLEND FGRTX Fidelity Mega Cap Stock 70% 3 60 0 0.51% 2.34%
LARGE BLEND FVDFX Fidelity Value Discovery 68% 3 60 0 0.8% 5.31%
LARGE GROWTH FFTYX Fidelity Fifty 20% 3 60 0 1.65% 4.08%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 17.21%
SMALL BLEND FCPEX Fidelity Small Cap Enhanced Index 0% 3 60 0 0.55% 1.76%
Mid-Cap Growth FSMGX Fidelity Mid Cap Growth 0% 3 60 0 0.79% 0%
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index 0% 3 60 0 0.45% 4.2%
LARGE VALUE FLVEX Fidelity Large Cap Value Enhanced Index 0% 3 60 0 0.39% 7.33%
LARGE GROWTH FLGEX Fidelity Large Cap Growth Enhanced Index 0% 3 60 0 0.39% 1.33%
LARGE BLEND FLCEX Fidelity Large Cap Core Enhanced Index 0% 3 60 0 0.39% 2.34%
LARGE GROWTH FSLGX Fidelity Large Cap Growth 0% 3 60 0 0.88% 0.77%
LARGE GROWTH FDFFX Fidelity Independence 0% 3 60 0 0.85% 8.91%
LARGE GROWTH FEXPX Fidelity Export & Multinational 0% 3 60 0 0.74% 1.52%
LARGE BLEND FOTTX Fidelity 130/30 Large Cap 0% 3 60 0 1.3% 0.85%
Average Expense Ratio: 0.78%
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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 1.0% 12.5% 5.1% 8.4% 5.5% 5.1%

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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 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 167 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.
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