MyPlanIQ 401k Investor Fujitsu Group 401(k) Plan

Fujitsu Group 401(k) Plan Investment Model Portfolios

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FUJITSU GROUP 401(K) PLAN
Investment Options
Total Available Funds: 175
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TDADX Templeton Dev Mkts A
China Region FHKCX Fidelity China Region
Latin America Stock FLATX Fidelity Latin America
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Invs
REAL ESTATE CSRIX Cohen & Steers Inst Realty Shares
REAL ESTATE RREYX Russell Real Estate Secs S
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Growth JIGFX Janus Overseas
Total Available Funds: 175
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TDADX Templeton Dev Mkts A
China Region FHKCX Fidelity China Region
Latin America Stock FLATX Fidelity Latin America
DIVERSIFIED EMERGING MKTS MNEFX MSIF Emgerging Mkts P
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Invs
REAL ESTATE CSRIX Cohen & Steers Inst Realty Shares
REAL ESTATE RREYX Russell Real Estate Secs S
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Growth JIGFX Janus Overseas
Foreign Large Blend RERFX AF Europacific Growth R5
JAPAN STOCK FJPNX Fidelity Japan
Foreign Large Growth USIFX USAA International
Foreign Large Blend SCINX DWS International S
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Southeast Asia
WORLD STOCK KGDIX DWS Global Opps S
Foreign Large Growth FDIKX Fidelity Diversified Intl K
Foreign Large Blend FIDKX Fidelity Intl Discovery K
Foreign Large Blend FOSKX Fidelity Overseas K
EUROPE STOCK FIEUX Fidelity Europe
JAPAN STOCK FJSCX Fidelity Japan Smaller Co
WORLD STOCK TEDIX Mutual Global Discovery A
Foreign Large Value TEMFX Templeton Foreign A
Foreign Large Blend FICDX Fidelity Canada
EUROPE STOCK FNORX Fidelity Nordic
WORLD STOCK TEMWX Templeton World A
WORLD STOCK TEPLX Templeton Growth A
Foreign Large Blend FSIVX Spartan Intl Index
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation
WORLD STOCK AGAAX AIM GBL Small & Mid Cap Grow
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Retirement Income FFFAX Fidelity Freedom Income
Consumer Staples FDFAX Fidelity Sel Consumer Staples
Financial FSPCX Fidelity Sel Insurance
Industrials FSRFX Fidelity Sel Transport
Natural Resources FNARX Fidelity Sel Natural Res
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
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Moderate Allocation FPACX FPA Crescent
Moderate Allocation JBALX Janus Balanced Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
World Allocation MALOX Blackrock Global Allocation I
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Moderate Allocation RLBFX AF Balanced Fund R5
Health FSMEX Fidelity Sel Med Eq & Sys
Health FBIOX Fidelity Sel Biotech
Technology FSCSX Fidelity Sel Software
Equity Energy FANIX Fidelity Sel Energy Svcs
Industrials FSDAX Fidelity Sel Defense
Convertibles FCVSX Fidelity Convertible Sec
MISCELLANEOUS SECTOR FSCHX Fidelity Sel Chemical
Natural Resources FSDPX Fidelity Sel Materials
Consumer Discretionary FDLSX Fidelity Sel Leisure
Communications FWRLX Fidelity Sel Wireless
Technology FDCPX Fidelity Sel Computers
Communications FSTCX Fidelity Sel Telecomm
Health FSHCX Fidelity Sel Medical Del
Industrials FCYIX Fidelity Sel Industrials
Equity Energy FSNGX Fidelity Sel Natural Gas
Health FSPHX Fidelity Sel Healthcare
Technology FSPTX Fidelity Sel Technology
Industrials FSAIX Fidelity Sel Air Transprt
MISCELLANEOUS SECTOR FSHOX Fidelity Sel Constr/house
Financial FSLBX Fidelity Sel Brokerage
MISCELLANEOUS SECTOR FSAVX Fidelity Sel Automotive
Communications FSDCX Fidelity Sel Comm Equip
Communications FBMPX Fidelity Sel Multimedia
Technology FSELX Fidelity Sel Electronics
Financial FSRBX Fidelity Sel Banking
Financial FIDSX Fidelity Sel Financial
Moderate Allocation FBAKX Fidelity Balanced K
Moderate Allocation FPUKX Fidelity Puritan K
Industrials FSCGX Fidelity Sel Indust Equip
ROOT MCPIX MSIF Capital Growth P
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
ROOT MAPUX Blackrock Fundamental Growth I
FIXED INCOME
Intermediate-Term Bond JFLEX Janus Flexible Bond
Intermediate-Term Bond PTTRX PIMCO Total RT Inst
High Yield Bond SPHIX Fidelity High Income
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate Government FGOVX Fidelity Gov’t Income
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I
Emerging Markets Bond FNMIX Fidelity New Markets Inc
Intermediate Government FGMNX Fidelity Ginnie MAE
Intermediate Government USGNX USAA GNMA Trust
Intermediate-Term Bond USAIX USAA Income Fund
Intermediate-Term Bond FTHRX Fidelity Intermed Bond
Intermediate-Term Bond FBNDX Fidelity Invst GR BD
Multisector Bond FSICX Fidelity Strategic Income
WORLD BOND TPINX Templeton Global Bond A
High Yield Bond PHIYX PIMCO High Yield Inst
WORLD BOND CUGAX Aberdenn Global Fixed Income
High Yield Bond AMHYX AIM High Yield Inv
Intermediate-Term Bond NCRIX Neuberger Berman Core Bond Inv
ULTRASHORT BOND STADX WFA Ultra ST Inc Inv
Intermediate Government STVSX WFA Gov’t Security Inv
WORLD BOND PADMX PIMCO Glbbnd AD Unhdgd
Intermediate-Term Bond FBIDX Fidelity US BD Index
Intermediate-Term Bond AIIVX AIM Income Fund Inv
US EQUITY
LARGE BLEND NGUAX Neuberger Berman Guardian Trust
LARGE BLEND NPRTX Neuberger Berman Partners Trust
SMALL BLEND NBGEX Neuberger Berman Genesis – Tr Cl
LARGE GROWTH ALARX Alger Cap Appreciation I
LARGE VALUE GSLAX CS Large Cap Value A
LARGE GROWTH JAMRX Janus Research Fund
LARGE GROWTH JAGRX Janus Fund J
Small Growth ALSRX Alger Small Cap I
LARGE GROWTH FTRNX Fidelity Trend
MID-CAP VALUE CMVIX BlackRock Mid Capitalization Equity Index Fund K
LARGE VALUE MABAX Blackrock Basic Value I
LARGE VALUE RWMFX AF Washington Mutual R5
MID-CAP VALUE GSMCX Goldman Sachs Midcap Value Inst
LARGE VALUE MALVX Blackrock LG Cap Value I
SMALL BLEND FSLCX Fidelity Small Cap Stock
LARGE BLEND NBSTX Neuberger Berman Socially Resp Tr
LARGE BLEND NBFCX Neuberger Berman Focus Trust
LARGE GROWTH RGAFX AF Growth Fund of Amer R5
Small Growth RHJSX Rice Hall James Micro Cap
LARGE GROWTH VWUAX PIMCO LT US Govt Adm
LARGE BLEND FGRTX Fidelity MEGA CAP Stock
LARGE BLEND DSFRX Domini Social Equity
LARGE GROWTH FCAKX Fidelity Capital Appreciation K
LARGE BLEND FFDKX Fidelity Fund K
LARGE GROWTH FGCKX Fidelity Growth Company K
LARGE GROWTH FGDKX Fidelity Growth Discovery K
Mid-Cap Growth FKMCX Fidelity Mid Cap Stock K
LARGE GROWTH FMGKX Fidelity Magellan K
LARGE GROWTH FOCKX Fidelity Otc Portfolio K
MID-CAP VALUE FVLKX Fidelity Value K
LARGE GROWTH FSSKX Fidelity Stock Selector K
LARGE VALUE FEIKX Fidelity Equity Income K
LARGE VALUE FETKX Fidelity Equity Income II K
LARGE BLEND FDEKX Fidelity Disciplined Eqty K
LARGE BLEND FDGKX Fidelity Dividend Growth K
LARGE GROWTH JARTX Janus Adv Forty S
MID-CAP BLEND FLPKX Fidelity Low PR Stk K
LARGE VALUE DDFRX AIM Divsf Divd Inv
LARGE GROWTH TGCNX TCW Select Equity N
MID-CAP BLEND CAAPX Ariel Appreciation
Mid-Cap Growth AGIRX Alger Midcap Growth I
LARGE VALUE TESIX Mutual Shares Cl A
Mid-Cap Growth FRSGX Franklin Small Mid Cap Growth A
Mid-Cap Growth BGRFX Baron Growth Fund
Mid-Cap Growth BARAX Baron Asset Fund
LARGE GROWTH FFTYX Fidelity Fifty
LARGE BLEND PNIEX BlackRock Equity Index Fund H
US Small Cap ^RUT BlackRock Russell 2000 Index Fund K
SMALL BLEND SSMVX WFA Small Cap Val 9
MID-CAP BLEND SOPFX WFA Opportunity Inv
LARGE GROWTH SGROX WFA Growth Inv
Mid-Cap Growth STDIX WFA Discovery Inv
Mid-Cap Growth STCSX WFA Common Stock Inv
Small Growth TGSNX TCW Small Cap Growth N
LARGE BLEND FSTVX Spartan Total Mkt Index
Small Growth RSLGX RS Investments Smaller Cap Growth
Small Growth MSCSX MSIF SM GO GRTH P
LARGE VALUE IVABX MSIF LGCP Rel Val P
LARGE GROWTH JAVLX Janus Twenty Fund
LARGE VALUE JAPIX Janus Adv LC Grth S
SMALL BLEND FMACX FMA Small Company IS
LARGE GROWTH FEXKX Fidelity Exp & Multinatl K
Mid-Cap Growth FRSPX Dreyfus Mid-Cap Growth F
LARGE GROWTH FRMUX Dreyfus Equity Growth F
LARGE GROWTH FRMAX Dreyfus Equity Growth A
LARGE GROWTH MALHX Blackrock LG Cap Growth I
Mid-Cap Growth PMCGX Allianz CCM Mid CP Adm
LARGE GROWTH PICAX Allianz CCM Cap AP Adm
LARGE BLEND LCINX AIM LGCP BSC Val Inv
LARGE GROWTH LCRGX AIM LG Cap Grth Inv
Mid-Cap Growth FIDYX AIM Dynamics Inv
Total Available Funds: 175
  • 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 TDADX Templeton Dev Mkts A 79% 3 60 0 1.14% 0.86%
China Region FHKCX Fidelity China Region 63% 3 60 0 1.53% 1.52%
Latin America Stock FLATX Fidelity Latin America 57% 3 60 0 0.86% 6.89%
DIVERSIFIED EMERGING MKTS MNEFX MSIF Emgerging Mkts P 0% 3 60 0 NA 0.51%
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Invs 96% 3 60 0 0.72% 1.12%
REAL ESTATE CSRIX Cohen & Steers Inst Realty Shares 79% 3 60 0 0.75% 2.53%
REAL ESTATE RREYX Russell Real Estate Secs S 68% 3 60 0 0.92% 2.28%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin 100% 3 60 0 1.12% 6.12%
WORLD STOCK FWWFX Fidelity Worldwide 99% 3 60 0 0.95% 0.85%
Foreign Large Growth JIGFX Janus Overseas 96% 3 60 0 2.06% 1.64%
Foreign Large Blend RERFX AF Europacific Growth R5 94% 3 60 0 0.84% 1.44%
JAPAN STOCK FJPNX Fidelity Japan 86% 3 60 0 1.13% 2.65%
Foreign Large Growth USIFX USAA International 85% 3 60 0 1.02% 4.24%
Foreign Large Blend SCINX DWS International S 81% 3 60 0 1.21% 0%
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Southeast Asia 78% 3 60 0 1.18% 0%
WORLD STOCK KGDIX DWS Global Opps S 74% 3 60 0 1.12% 0%
Foreign Large Growth FDIKX Fidelity Diversified Intl K 72% 3 60 0 0.99% 2.08%
Foreign Large Blend FIDKX Fidelity Intl Discovery K 71% 3 60 0 0.99% 3.02%
Foreign Large Blend FOSKX Fidelity Overseas K 71% 3 60 0 0.95% 1.83%
EUROPE STOCK FIEUX Fidelity Europe 61% 3 60 0 0.76% 3.17%
JAPAN STOCK FJSCX Fidelity Japan Smaller Co 59% 3 60 0 0.91% 2.37%
WORLD STOCK TEDIX Mutual Global Discovery A 57% 3 60 0 1.45% 0.12%
Foreign Large Value TEMFX Templeton Foreign A 54% 3 60 0 0.85% 0%
Foreign Large Blend FICDX Fidelity Canada 52% 3 60 0 0.86% 1.38%
EUROPE STOCK FNORX Fidelity Nordic 50% 3 60 0 0.94% 3.6%
WORLD STOCK TEMWX Templeton World A 44% 3 60 0 0.81% 6.8%
WORLD STOCK TEPLX Templeton Growth A 38% 3 60 0 1.1% 1.09%
Foreign Large Blend FSIVX Spartan Intl Index 0% 3 60 0 0.07% 2.44%
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation 0% 3 60 0 1.02% 1.85%
WORLD STOCK AGAAX AIM GBL Small & Mid Cap Grow 0% 3 60 0 1.33% 9.66%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 0.28%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 0.37%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 1.54%
Consumer Staples FDFAX Fidelity Sel Consumer Staples 97% 3 60 0 1.01% 0.96%
Financial FSPCX Fidelity Sel Insurance 97% 3 60 0 0.81% 0%
Industrials FSRFX Fidelity Sel Transport 96% 3 60 0 0.76% 0%
Natural Resources FNARX Fidelity Sel Natural Res 96% 3 60 0 0.77% 0%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 95% 3 60 0 0.66% 0.16%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 2.34%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 0.19%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 0.09%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 0%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 0.37%
Moderate Allocation FPACX FPA Crescent 92% 3 60 0 1.06% 3.1%
Moderate Allocation JBALX Janus Balanced Fund 91% 3 60 0 0.7% 1.66%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 0%
World Allocation MALOX Blackrock Global Allocation I 90% 3 60 0 0.84% 0%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 3.37%
Moderate Allocation RLBFX AF Balanced Fund R5 78% 3 60 0 0.31% 2.06%
Health FSMEX Fidelity Sel Med Eq & Sys 78% 3 60 0 0.84% 0%
Health FBIOX Fidelity Sel Biotech 77% 3 60 0 0.72% 0.91%
Technology FSCSX Fidelity Sel Software 77% 3 60 0 0.69% 0%
Equity Energy FANIX Fidelity Sel Energy Svcs 77% 3 60 0 1.05% 0%
Industrials FSDAX Fidelity Sel Defense 76% 3 60 0 0.75% 0%
Convertibles FCVSX Fidelity Convertible Sec 76% 3 60 0 1.04% 1.6%
MISCELLANEOUS SECTOR FSCHX Fidelity Sel Chemical 76% 3 60 0 0.75% 0%
Natural Resources FSDPX Fidelity Sel Materials 75% 3 60 0 0.76% 0%
Consumer Discretionary FDLSX Fidelity Sel Leisure 75% 3 60 0 0.74% 0%
Communications FWRLX Fidelity Sel Wireless 75% 3 60 0 0.79% 0%
Technology FDCPX Fidelity Sel Computers 75% 3 60 0 0.73% 0%
Communications FSTCX Fidelity Sel Telecomm 75% 3 60 0 1.13% 1.54%
Health FSHCX Fidelity Sel Medical Del 74% 3 60 0 0.73% 0%
Industrials FCYIX Fidelity Sel Industrials 74% 3 60 0 0.76% 0%
Equity Energy FSNGX Fidelity Sel Natural Gas 74% 3 60 0 0.92% 3.25%
Health FSPHX Fidelity Sel Healthcare 74% 3 60 0 0.69% 7.05%
Technology FSPTX Fidelity Sel Technology 74% 3 60 0 0.7% 5.63%
Industrials FSAIX Fidelity Sel Air Transprt 73% 3 60 0 0.85% 19.53%
MISCELLANEOUS SECTOR FSHOX Fidelity Sel Constr/house 72% 3 60 0 0.77% 0%
Financial FSLBX Fidelity Sel Brokerage 72% 3 60 0 0.75% 0%
MISCELLANEOUS SECTOR FSAVX Fidelity Sel Automotive 71% 3 60 0 0.89% 0%
Communications FSDCX Fidelity Sel Comm Equip 71% 3 60 0 0.87% 12.72%
Communications FBMPX Fidelity Sel Multimedia 71% 3 60 0 1.07% 0%
Technology FSELX Fidelity Sel Electronics 71% 3 60 0 0.69% 4.51%
Financial FSRBX Fidelity Sel Banking 70% 3 60 0 0.75% 0%
Financial FIDSX Fidelity Sel Financial 70% 3 60 0 0.75% 0%
Moderate Allocation FBAKX Fidelity Balanced K 69% 3 60 0 0.5% 1.53%
Moderate Allocation FPUKX Fidelity Puritan K 68% 3 60 0 0.5% 1.43%
Industrials FSCGX Fidelity Sel Indust Equip 32% 3 60 0 0.84% 20.11%
ROOT MCPIX MSIF Capital Growth P 0% 3 60 0 NA 0%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 6.09%
ROOT MAPUX Blackrock Fundamental Growth I 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond JFLEX Janus Flexible Bond 97% 3 60 0 0.7% 3.03%
Intermediate-Term Bond PTTRX PIMCO Total RT Inst 96% 3 60 0 0.83% 2.79%
High Yield Bond SPHIX Fidelity High Income 91% 3 60 0 1.16% 2.85%
High Yield Bond FAGIX Fidelity Capital & Income 91% 3 60 0 0.93% 2.27%
Intermediate Government FGOVX Fidelity Gov’t Income 91% 3 60 0 0.76% 1.93%
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I 90% 3 60 0 0.52% 2.64%
Emerging Markets Bond FNMIX Fidelity New Markets Inc 89% 3 60 0 0.82% 3.11%
Intermediate Government FGMNX Fidelity Ginnie MAE 87% 3 60 0 0.45% 1.8%
Intermediate Government USGNX USAA GNMA Trust 85% 3 60 0 0.42% 2.19%
Intermediate-Term Bond USAIX USAA Income Fund 80% 3 60 0 0.54% 2.94%
Intermediate-Term Bond FTHRX Fidelity Intermed Bond 78% 3 60 0 0.45% 1.53%
Intermediate-Term Bond FBNDX Fidelity Invst GR BD 76% 3 60 0 0.76% 1.72%
Multisector Bond FSICX Fidelity Strategic Income 74% 3 60 0 0.7% 3.83%
WORLD BOND TPINX Templeton Global Bond A 74% 3 60 0 0.96% 3.23%
High Yield Bond PHIYX PIMCO High Yield Inst 72% 3 60 0 0.66% 3.69%
WORLD BOND CUGAX Aberdenn Global Fixed Income 68% 3 60 0 0.7% 3.71%
High Yield Bond AMHYX AIM High Yield Inv 61% 3 60 0 0.64% 4.48%
Intermediate-Term Bond NCRIX Neuberger Berman Core Bond Inv 52% 3 60 0 1.54% 2.49%
ULTRASHORT BOND STADX WFA Ultra ST Inc Inv 0% 3 60 0 0.74% 0.72%
Intermediate Government STVSX WFA Gov’t Security Inv 0% 3 60 0 0.89% 0.82%
WORLD BOND PADMX PIMCO Glbbnd AD Unhdgd 0% 3 60 0 0.57% 10.28%
Intermediate-Term Bond FBIDX Fidelity US BD Index 0% 3 60 0 0.13% 2.54%
Intermediate-Term Bond AIIVX AIM Income Fund Inv 0% 3 60 0 NA 3.69%
US EQUITY
LARGE BLEND NGUAX Neuberger Berman Guardian Trust 99% 3 60 0 0.58% 0.08%
LARGE BLEND NPRTX Neuberger Berman Partners Trust 97% 3 60 0 0.98% 2.27%
SMALL BLEND NBGEX Neuberger Berman Genesis – Tr Cl 96% 3 60 0 0.84% 0%
LARGE GROWTH ALARX Alger Cap Appreciation I 94% 3 60 0 1.68% 0%
LARGE VALUE GSLAX CS Large Cap Value A 93% 3 60 0 1.29% 0%
LARGE GROWTH JAMRX Janus Research Fund 91% 3 60 0 0.52% 0%
LARGE GROWTH JAGRX Janus Fund J 89% 3 60 0 0.81% 0.03%
Small Growth ALSRX Alger Small Cap I 89% 3 60 0 1.73% 0%
LARGE GROWTH FTRNX Fidelity Trend 88% 3 60 0 0.58% 0%
MID-CAP VALUE CMVIX BlackRock Mid Capitalization Equity Index Fund K 88% 3 60 0 0.87% 0.05%
LARGE VALUE MABAX Blackrock Basic Value I 85% 3 60 0 0.54% 2.4%
LARGE VALUE RWMFX AF Washington Mutual R5 83% 3 60 0 0.26% 1.3%
MID-CAP VALUE GSMCX Goldman Sachs Midcap Value Inst 83% 3 60 0 1.18% 1.1%
LARGE VALUE MALVX Blackrock LG Cap Value I 82% 3 60 0 0.79% 1.56%
SMALL BLEND FSLCX Fidelity Small Cap Stock 82% 3 60 0 0.67% 0.05%
LARGE BLEND NBSTX Neuberger Berman Socially Resp Tr 80% 3 60 0 1.3% 0%
LARGE BLEND NBFCX Neuberger Berman Focus Trust 78% 3 60 0 1.12% 0%
LARGE GROWTH RGAFX AF Growth Fund of Amer R5 75% 3 60 0 0.63% 0.74%
Small Growth RHJSX Rice Hall James Micro Cap 73% 3 60 0 1.25% 0%
LARGE GROWTH VWUAX PIMCO LT US Govt Adm 71% 3 60 0 0.33% 0.35%
LARGE BLEND FGRTX Fidelity MEGA CAP Stock 70% 3 60 0 0.51% 0.55%
LARGE BLEND DSFRX Domini Social Equity 69% 3 60 0 1.09% 0.43%
LARGE GROWTH FCAKX Fidelity Capital Appreciation K 68% 3 60 0 0.83% 0.26%
LARGE BLEND FFDKX Fidelity Fund K 68% 3 60 0 0.45% 0%
LARGE GROWTH FGCKX Fidelity Growth Company K 68% 3 60 0 0.79% 0%
LARGE GROWTH FGDKX Fidelity Growth Discovery K 68% 3 60 0 0.68% 0%
Mid-Cap Growth FKMCX Fidelity Mid Cap Stock K 68% 3 60 0 0.85% 0.74%
LARGE GROWTH FMGKX Fidelity Magellan K 67% 3 60 0 0.68% 0.31%
LARGE GROWTH FOCKX Fidelity Otc Portfolio K 67% 3 60 0 0.81% 0%
MID-CAP VALUE FVLKX Fidelity Value K 67% 3 60 0 0.75% 1.14%
LARGE GROWTH FSSKX Fidelity Stock Selector K 67% 3 60 0 0.66% 0%
LARGE VALUE FEIKX Fidelity Equity Income K 67% 3 60 0 0.57% 1.43%
LARGE VALUE FETKX Fidelity Equity Income II K 67% 3 60 0 0.58% 1.34%
LARGE BLEND FDEKX Fidelity Disciplined Eqty K 64% 3 60 0 0.62% 0.37%
LARGE BLEND FDGKX Fidelity Dividend Growth K 64% 3 60 0 0.48% 0.94%
LARGE GROWTH JARTX Janus Adv Forty S 62% 3 60 0 1.64% 0%
MID-CAP BLEND FLPKX Fidelity Low PR Stk K 61% 3 60 0 0.82% 1.91%
LARGE VALUE DDFRX AIM Divsf Divd Inv 56% 3 60 0 0.73% 0.99%
LARGE GROWTH TGCNX TCW Select Equity N 50% 3 60 0 1.2% 0%
MID-CAP BLEND CAAPX Ariel Appreciation 47% 3 60 0 1.1% 0.45%
Mid-Cap Growth AGIRX Alger Midcap Growth I 46% 3 60 0 1.88% 0%
LARGE VALUE TESIX Mutual Shares Cl A 43% 3 60 0 1.25% 0.02%
Mid-Cap Growth FRSGX Franklin Small Mid Cap Growth A 41% 3 60 0 0.85% 0%
Mid-Cap Growth BGRFX Baron Growth Fund 40% 3 60 0 1.3% 0%
Mid-Cap Growth BARAX Baron Asset Fund 35% 3 60 0 1.33% 0%
LARGE GROWTH FFTYX Fidelity Fifty 20% 3 60 0 1.65% 1.21%
LARGE BLEND PNIEX BlackRock Equity Index Fund H 0% 3 60 0 0.18% 1.61%
US Small Cap ^RUT BlackRock Russell 2000 Index Fund K 0% 3 60 0 NA 0%
SMALL BLEND SSMVX WFA Small Cap Val 9 0% 3 60 0 1.35% 16.46%
MID-CAP BLEND SOPFX WFA Opportunity Inv 0% 3 60 0 1.33% 10.6%
LARGE GROWTH SGROX WFA Growth Inv 0% 3 60 0 1.29% 14.19%
Mid-Cap Growth STDIX WFA Discovery Inv 0% 3 60 0 1.3% 7.88%
Mid-Cap Growth STCSX WFA Common Stock Inv 0% 3 60 0 1.3% 11.1%
Small Growth TGSNX TCW Small Cap Growth N 0% 3 60 0 1.49% 0.12%
LARGE BLEND FSTVX Spartan Total Mkt Index 0% 3 60 0 0.04% 0%
Small Growth RSLGX RS Investments Smaller Cap Growth 0% 3 60 0 NA 0%
Small Growth MSCSX MSIF SM GO GRTH P 0% 3 60 0 1.16% 0%
LARGE VALUE IVABX MSIF LGCP Rel Val P 0% 3 60 0 NA 0.89%
LARGE GROWTH JAVLX Janus Twenty Fund 0% 3 60 0 0.94% 2.5%
LARGE VALUE JAPIX Janus Adv LC Grth S 0% 3 60 0 0.84% 6.84%
SMALL BLEND FMACX FMA Small Company IS 0% 3 60 0 NA 0.19%
LARGE GROWTH FEXKX Fidelity Exp & Multinatl K 0% 3 60 0 0.74% 1.71%
Mid-Cap Growth FRSPX Dreyfus Mid-Cap Growth F 0% 3 60 0 1.25% 13.33%
LARGE GROWTH FRMUX Dreyfus Equity Growth F 0% 3 60 0 NA 0.49%
LARGE GROWTH FRMAX Dreyfus Equity Growth A 0% 3 60 0 NA 0.27%
LARGE GROWTH MALHX Blackrock LG Cap Growth I 0% 3 60 0 0.67% 7.79%
Mid-Cap Growth PMCGX Allianz CCM Mid CP Adm 0% 3 60 0 NA 0%
LARGE GROWTH PICAX Allianz CCM Cap AP Adm 0% 3 60 0 NA 1.28%
LARGE BLEND LCINX AIM LGCP BSC Val Inv 0% 3 60 0 NA 0.93%
LARGE GROWTH LCRGX AIM LG Cap Grth Inv 0% 3 60 0 NA 0%
Mid-Cap Growth FIDYX AIM Dynamics Inv 0% 3 60 0 1.11% 1.05%
Average Expense Ratio: 0.86%
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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 2.5% 16.2% 7.6% 8.8% 6.3% 6.3%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -13.4% -13.3% 4.6% 2.5% 4.5% 4.2%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -6.9% -2.7% 6.5% 6.0% 5.4% 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(Ticker:)
The plan consists of 182 funds. It covers 5 major asset classes and 52 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, REITs and Emerging Market Equity.

Fujitsu Group 401(k) Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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