MyPlanIQ 401k Investor University of Washington Retirement Plan Fidelity

University of Washington Retirement Plan Fidelity

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Growth FDIVX Fidelity Diversified International
Foreign Large Blend FIGRX Fidelity International Discovery
Others
Moderate Allocation FPURX Fidelity Puritan
Moderate Allocation FASMX Fidelity Asset Manager 50%
World Allocation FGBLX Fidelity Global Balanced
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index
US EQUITY
LARGE BLEND FDGFX Fidelity Dividend Growth
MID-CAP VALUE FDVLX Fidelity Value
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Growth FDIVX Fidelity Diversified International
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Blend FOSFX Fidelity Overseas
Others
Moderate Allocation FPURX Fidelity Puritan
Moderate Allocation FASMX Fidelity Asset Manager 50%
World Allocation FGBLX Fidelity Global Balanced
ROOT CASH Fidelity Retirement Government Money Market Fund
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index
US EQUITY
LARGE BLEND FDGFX Fidelity Dividend Growth
MID-CAP VALUE FDVLX Fidelity Value
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
LARGE VALUE FEQTX Fidelity Equity Income II
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FDEQX Fidelity Disciplined Equity
LARGE BLEND FGRIX Fidelity Growth & Income Portfolio
LARGE GROWTH FDGRX Fidelity Growth Company
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock
LARGE GROWTH FMAGX Fidelity Magellan
LARGE GROWTH FDSSX Fidelity Stock Selector
LARGE BLEND FSMAX Fidelity Spartan 500 Index
LARGE VALUE FEIKX Fidelity Equity Income
LARGE GROWTH FFTYX Fidelity Fifty
LARGE BLEND FUSVX Fidelity Spartan U.S. Equity Index
Total Available Funds: 25
  • 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
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide 99% 3 60 0 0.95% 0.84%
Foreign Large Growth FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 1.59%
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% 1.05%
Others
Moderate Allocation FPURX Fidelity Puritan 82% 3 60 0 0.5% 4.31%
Moderate Allocation FASMX Fidelity Asset Manager 50% 76% 3 60 0 0.92% 2.14%
World Allocation FGBLX Fidelity Global Balanced 0% 3 60 0 1.06% 6.65%
ROOT CASH Fidelity Retirement Government Money Market Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond 76% 3 60 0 0.76% 3.71%
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index 0% 3 60 0 0.13% 2.67%
US EQUITY
LARGE BLEND FDGFX Fidelity Dividend Growth 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 Growth 99% 3 60 0 0.69% 0%
LARGE VALUE FEQTX Fidelity Equity Income II 97% 3 60 0 0.58% 2.44%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE BLEND FDEQX Fidelity Disciplined Equity 96% 3 60 0 0.37% 0.32%
LARGE BLEND FGRIX Fidelity Growth & Income Portfolio 95% 3 60 0 0.58% 1.47%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 4.95%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock 77% 3 60 0 0.75% 0.87%
LARGE GROWTH FMAGX Fidelity Magellan 75% 3 60 0 0.52% 0.34%
LARGE GROWTH FDSSX Fidelity Stock Selector 74% 3 60 0 0.66% 0.29%
LARGE BLEND FSMAX Fidelity Spartan 500 Index 69% 3 60 0 0.03% 1.13%
LARGE VALUE FEIKX Fidelity Equity Income 68% 3 60 0 0.57% 4.28%
LARGE GROWTH FFTYX Fidelity Fifty 20% 3 60 0 1.65% 0.55%
LARGE BLEND FUSVX Fidelity Spartan U.S. Equity Index 0% 3 60 0 0.04% 1.84%
Average Expense Ratio: 0.68%
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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 7.8% 18.4% 3.6% 9.5% 7.3% 9.1%

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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 25 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
(Ticker:UNIB) has the "University of Washington Retirement Plan Fidelity".
Fidelity Asset Manager 50% (0314) Fidelity Equity Income (0023) Fidelity Equity Income II (0319) Fidelity Fifty (0500) Fidelity International Discovery (0305) Fidelity Global Balanced (0334) Fidelity Investment Grade Bond (0026) Fidelity Spartan 500 Index (00317) Fidelity Puritan (0004) Fidelity U.S. Bond Index (0651) Fidelity Spartan U.S. Equity Index (0650) Aggressive Fidelity Mid-Cap Stock (0337) Fidelity Value (0039) Fidelity Contrafund (0022) Fidelity Growth Company (0025) Fidelity Stock Selector (0320) Fidelity Disciplined Equity (0315) Fidelity Magellan (0021) Fidelity Blue Chip Growth (0312) Fidelity Dividend Growth (0330) Fidelity Worldwide (0318) Fidelity Growth & Income Portfolio (0027) Fidelity Overseas (0094) Fidelity Diversified International - (0325)


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