MyPlanIQ Major Brokerage Investor Fidelity Fund Picks

Fidelity Fund Picks

This Plan is unrated.
Investment Options
Total Available Funds: 177
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PETDX PIMCO Real Estate Real Return Strategy D
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE NBRFX Neuberger Berman Real Estate Tr
Emerging Market
DIVERSIFIED EMERGING MKTS AEMGX Acadian Emerging Markets Instl
DIVERSIFIED EMERGING MKTS NMMEX Northern Multi-Manager Emerging Mkt Eq
DIVERSIFIED EMERGING MKTS QFFOX Pear Tree PanAgora Dyn Emerg Mkts Ord
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
Foreign Large Blend OAKIX Oakmark International I
WORLD STOCK FWWFX Fidelity Worldwide
Total Available Funds: 177
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PETDX PIMCO Real Estate Real Return Strategy D
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE NBRFX Neuberger Berman Real Estate Tr
REAL ESTATE MRESX Managers Real Estate Securities
Global Real Estate NMMGX Northern Multi-Manager Glbl Real Estate
REAL ESTATE REACX American Century Real Estate Inv
Emerging Market
DIVERSIFIED EMERGING MKTS AEMGX Acadian Emerging Markets Instl
DIVERSIFIED EMERGING MKTS NMMEX Northern Multi-Manager Emerging Mkt Eq
DIVERSIFIED EMERGING MKTS QFFOX Pear Tree PanAgora Dyn Emerg Mkts Ord
DIVERSIFIED EMERGING MKTS LEMIX Laudus Mondrian Emerging Markets Inv
DIVERSIFIED EMERGING MKTS AOTDX Allianz AGIC Emerging Markets Opp D
DIVERSIFIED EMERGING MKTS FEMEX Fidelity EMEA
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
Foreign Large Blend OAKIX Oakmark International I
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Value AAIPX American Beacon Intl Equity Inv
Foreign Large Blend ARTIX Artisan International Inv
FOREIGN SMALL/MID GROWTH WAIOX Wasatch International Opportunities
DIVERSIFIED PACIFIC/ASIA MPACX Matthews Asia Growth Investor
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
WORLD STOCK WAGTX Wasatch World Innovators
Foreign Large Growth TWIEX American Century Intl Growth Inv
Foreign Small/Mid Blend OAKEX Oakmark International Small Cap I
FOREIGN SMALL/MID GROWTH WAIGX Wasatch International Growth
WORLD STOCK ARTGX Artisan Global Value Investor
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
Foreign Large Growth FIVFX Fidelity International Capital Apprec
DIVERSIFIED PACIFIC/ASIA MAPIX Matthews Asia Dividend Investor
FOREIGN SMALL/MID GROWTH FSCOX Fidelity International Small Cap Opp
PACIFIC/ASIA EX-JAPAN STK MACSX Matthews Asian Growth & Inc Investor
PACIFIC/ASIA EX-JAPAN STK MAPTX Matthews Pacific Tiger Investor
WORLD STOCK WAGOX Wasatch Global Opportunities
EUROPE STOCK FIEUX Fidelity Europe
Foreign Large Blend HIINX Harbor International Inv
PACIFIC/ASIA EX-JAPAN STK MSMLX Matthews Asia Small Companies
Foreign Large Growth FICDX Fidelity Canada
EUROPE STOCK FNORX Fidelity Nordic
Foreign Large Value QFVOX Pear Tree Polaris Foreign Value Ord
EUROPE STOCK EGINX Invesco European Growth Investor
Foreign Large Blend PPUDX PIMCO Intl StkPLUS TR Strat (Unhedged) D
WORLD STOCK JGVAX Perkins Global Value T
FOREIGN SMALL/MID GROWTH WTIFX Westcore International Small Cap
Foreign Large Value TWWDX Thomas White International Investor
Foreign Large Value AFJDX Allianz NFJ International Value D
Foreign Large Growth UMBWX Scout International
Foreign Large Blend LISOX Lazard Intl Strategic Equity Open
Others
Moderate Allocation ICMBX Intrepid Capital
Moderate Allocation BUFBX Buffalo Flexible Income
Conservative Allocation GLRBX James Balanced: Golden Rainbow R
Moderate Allocation FPURX Fidelity Puritan
Moderate Allocation FBALX Fidelity Balanced
Moderate Allocation TWBIX American Century Balanced Inv
Convertibles FCVSX Fidelity Convertible Securities
Moderate Allocation VILLX Villere Balanced Inv
Aggressive Allocation PAXWX Pax World Balanced Individual Inv
Moderate Allocation HEIFX Hennessy Equity and Income Investor
World Allocation CLBLX AdvisorOne Select Allocation N
World Allocation FDYSX Fidelity Global Strategies
World Allocation FGBLX Fidelity Global Balanced
Moderate Allocation CLERX AdvisorOne Clermont N
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond
Intermediate-Term Bond JAFIX Janus Flexible Bond T
Inflation-Protected Bond ACITX American Century Infl-Adj Bond Inv
Short-Term Bond THOPX Thompson Bond
Intermediate Government FGOVX Fidelity Government Income
High Yield Bond JAHYX Janus High-Yield T
Intermediate Government FGMNX Fidelity GNMA Fund
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate Government BGNMX American Century Ginnie Mae Inv
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs
Short-Term Bond DSTIX Dreyfus Short Term Income D
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
SHORT GOVERNMENT TWUSX American Century Short-Term Govt Inv
High Yield Bond HYINX Invesco High Yield Investor
Short-Term Bond ACSNX American Century Short Duration Inv
Emerging Markets Bond TGINX TCW Emerging Markets Income N
LONG GOVERNMENT WHOSX Wasatch-Hoisington US Treasury
Intermediate-Term Bond TGFNX TCW Core Fixed-Income N
Intermediate-Term Bond BCOSX Baird Core Plus Bond Inv
LONG GOVERNMENT BTTRX American Century Zero Coupon 2025 Inv
ULTRASHORT BOND TSDOX Touchstone Ultra Short Dur F/I Z
WORLD BOND LSGLX Loomis Sayles Global Bond Retail
Intermediate-Term Bond WACIX Western Asset Core Plus Bond FI
Intermediate-Term Bond WAPIX Western Asset Core Bond FI
Multisector Bond PONDX PIMCO Income D
Inflation-Protected Bond WATPX Western Asset Inflation Idxd Plus Bd FI
WORLD BOND PFBDX PIMCO Global Bond (Unhedged) D
WORLD BOND PGSDX PIMCO Global Advantage Strategy Bd D
WORLD BOND PFODX PIMCO Foreign Bond (USD-Hedged) D
WORLD BOND PFBDX PIMCO Foreign Bond (Unhedged) D
ULTRASHORT BOND STADX Wells Fargo Advantage Ultra S/T Inc Inv
ULTRASHORT BOND PSHDX PIMCO Short-Term D
ULTRASHORT BOND MGSDX Managers Short Duration Government
Short-Term Bond SSTBX Wells Fargo Advantage Short-Term Bd Inv
Short-Term Bond MSINX BMO Short-Term Income Y
Multisector Bond PDVDX PIMCO Diversified Inc D
Intermediate Government STVSX Wells Fargo Advantage Government Sec Inv
Intermediate Government PGNDX PIMCO GNMA D
Intermediate Government MGIDX Managers Intermediate Duration Govt
Intermediate Government MRGIX BMO Government Income Y
Intermediate Government FIBIX Fidelity Spartan Interm Tr Bd Idx Inv
Inflation-Protected Bond PRRDX PIMCO Real Return D
High Yield Bond STHYX Wells Fargo Advantage High Income Inv
High Yield Bond NNHIX Nicholas High Income N
High Yield Bond HYFIX Harbor High-Yield Bond Inv
Emerging Markets Bond PEMDX PIMCO Emerging Markets Bond D
US EQUITY
LARGE BLEND WVALX Weitz Value
MID-CAP VALUE FDVLX Fidelity Value
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE VALUE FEQTX Fidelity Equity Dividend Income
LARGE BLEND DGAGX Dreyfus Appreciation
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FGRIX Fidelity Growth & Income
Small Growth JATTX Janus Triton T
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv
LARGE VALUE ARTLX Artisan Value Fund Investor Shares
LARGE BLEND EXHAX Manning & Napier Pro-Blend Max Term S
LARGE VALUE YAFFX Yacktman Focused Svc
SMALL VALUE FCPVX Fidelity Small Cap Value
LARGE GROWTH RYOCX Rydex NASDAQ-100 Inv
SMALL BLEND FSCRX Fidelity Small Cap Discovery
MID-CAP VALUE ACMVX American Century Mid Cap Value Inv
Small Growth JAVTX Janus Venture T
Small Growth NSGRX Northern Small Cap Core
LARGE GROWTH FDSVX Fidelity Growth Discovery
LARGE GROWTH FTRNX Fidelity Trend
SMALL VALUE NOSGX Northern Small Cap Value
LARGE GROWTH FTQGX Fidelity Focused Stock
Small Growth FCPGX Fidelity Small Cap Growth
LARGE GROWTH FMILX Fidelity New Millennium
LARGE VALUE LCEIX Invesco Diversified Dividend Investor
LARGE VALUE TWVLX American Century Value Inv
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
SMALL BLEND DISSX Dreyfus Small Cap Stock Index
LARGE GROWTH ARTRX Artisan Global Opportunities Inv
Small Growth WGROX Wasatch Core Growth
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
MID-CAP BLEND FSLSX Fidelity Value Strategies
LARGE VALUE FSDIX Fidelity Strategic Dividend & Income
LARGE GROWTH FDCAX Fidelity Capital Appreciation
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp
LARGE BLEND FGRTX Fidelity Mega Cap Stock
Small Growth ARTSX Artisan Small Cap Investor
LARGE BLEND WPVLX Weitz Partners Value
SMALL VALUE ICMAX Intrepid Small Cap
SMALL VALUE BPSCX Robeco Small Cap Value II Inv
LARGE GROWTH PTSGX Touchstone Sands Capital Select Growth Z
MID-CAP BLEND UMBMX Scout Mid Cap
LARGE GROWTH TGCNX TCW Select Equities N
SMALL VALUE SSSFX SouthernSun Small Cap Investor
Small Growth STSGX American Beacon Stephens Sm Cp Gr Inv
Mid-Cap Growth VALSX Value Line Premier Growth
LARGE VALUE CHDEX Cullen High Dividend Equity Retail
Mid-Cap Growth BGRFX Baron Growth Retail
SMALL VALUE JASCX James Small Cap
Mid-Cap Growth VLEOX Value Line Emerging Opportunities
Mid-Cap Growth AKREX Akre Focus Retail
SMALL BLEND HDPSX Hodges Small Cap
SMALL BLEND ARSMX ASTON/River Road Select Value N
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
MID-CAP VALUE DEFIX Delafield Fund
MID-CAP VALUE MRVEX BMO Mid-Cap Value Y
MID-CAP VALUE PREDX Allianz NFJ Mid-Cap Value D
Mid-Cap Growth STDIX Wells Fargo Advantage Discovery Inv
MID-CAP BLEND SMCDX Wells Fargo Advantage Spec Md Cp Val Inv
MID-CAP BLEND NMMCX Northern Multi-Manager Mid Cap
MID-CAP BLEND PESPX Dreyfus MidCap Index
LARGE VALUE PEIDX Allianz NFJ Dividend Value D
LARGE GROWTH STRFX Wells Fargo Advantage Large Cap Gr Inv
LARGE GROWTH MFCFX Marsico Flexible Capital
LARGE BLEND PIXDX PIMCO Fundamental IndexPLUS TR D
LARGE BLEND JRMSX INTECH U.S. Core T
Total Available Funds: 177
  • 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 PETDX PIMCO Real Estate Real Return Strategy D 99% 2 60 0 1.14% 0.57%
REAL ESTATE FRESX Fidelity Real Estate Investment 96% 3 60 0 0.72% 1.12%
REAL ESTATE NBRFX Neuberger Berman Real Estate Tr 86% 2 60 0 1.4% 1.64%
REAL ESTATE MRESX Managers Real Estate Securities 84% 2 60 0 1.02% 1.58%
Global Real Estate NMMGX Northern Multi-Manager Glbl Real Estate 72% 2 60 0 0.91% 2.21%
REAL ESTATE REACX American Century Real Estate Inv 69% 2 60 0 0.8% 1.81%
Emerging Market
DIVERSIFIED EMERGING MKTS AEMGX Acadian Emerging Markets Instl 88% 2 60 0 1.49% 0%
DIVERSIFIED EMERGING MKTS NMMEX Northern Multi-Manager Emerging Mkt Eq 69% 2 60 0 1.1% 0.83%
DIVERSIFIED EMERGING MKTS QFFOX Pear Tree PanAgora Dyn Emerg Mkts Ord 0% 2 60 0 1% 0.57%
DIVERSIFIED EMERGING MKTS LEMIX Laudus Mondrian Emerging Markets Inv 0% 2 60 0 1.8% 2.07%
DIVERSIFIED EMERGING MKTS AOTDX Allianz AGIC Emerging Markets Opp D 0% 2 60 0 1.67% 1.69%
DIVERSIFIED EMERGING MKTS FEMEX Fidelity EMEA 0% 3 60 0 1.31% 6.42%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin 100% 3 60 0 1.12% 6.12%
Foreign Large Blend OAKIX Oakmark International I 100% 2 60 0 0.75% 2.33%
WORLD STOCK FWWFX Fidelity Worldwide 99% 1 60 0 0.95% 0.85%
Foreign Large Blend FDIVX Fidelity Diversified International 98% 1 60 0 0.65% 2.01%
Foreign Large Value AAIPX American Beacon Intl Equity Inv 98% 2 60 0 1.97% 0%
Foreign Large Blend ARTIX Artisan International Inv 92% 2 60 0 0.97% 0.84%
FOREIGN SMALL/MID GROWTH WAIOX Wasatch International Opportunities 91% 2 60 0 1.96% 0%
DIVERSIFIED PACIFIC/ASIA MPACX Matthews Asia Growth Investor 90% 3 60 0 1.07% 2.35%
Foreign Large Blend FIGRX Fidelity International Discovery 90% 1 60 0 0.99% 2.89%
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv 86% 3 60 0 0.17% 2.96%
WORLD STOCK WAGTX Wasatch World Innovators 85% 2 60 0 1.77% 0%
Foreign Large Growth TWIEX American Century Intl Growth Inv 84% 2 60 0 0.13% 0.51%
Foreign Small/Mid Blend OAKEX Oakmark International Small Cap I 84% 2 60 0 1.06% 2%
FOREIGN SMALL/MID GROWTH WAIGX Wasatch International Growth 79% 2 60 0 1.41% 0%
WORLD STOCK ARTGX Artisan Global Value Investor 78% 2 60 0 1.16% 1.07%
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia 78% 3 60 0 1.18% 0%
Foreign Large Growth FIVFX Fidelity International Capital Apprec 76% 1 60 0 0.8% 0.78%
DIVERSIFIED PACIFIC/ASIA MAPIX Matthews Asia Dividend Investor 76% 2 60 0 1.02% 2.5%
FOREIGN SMALL/MID GROWTH FSCOX Fidelity International Small Cap Opp 76% 1 60 0 1.3% 1.53%
PACIFIC/ASIA EX-JAPAN STK MACSX Matthews Asian Growth & Inc Investor 75% 2 60 0 1.07% 4.51%
PACIFIC/ASIA EX-JAPAN STK MAPTX Matthews Pacific Tiger Investor 69% 2 60 0 1.03% 3.08%
WORLD STOCK WAGOX Wasatch Global Opportunities 69% 2 60 0 1.35% 0%
EUROPE STOCK FIEUX Fidelity Europe 61% 1 60 0 0.76% 3.17%
Foreign Large Blend HIINX Harbor International Inv 60% 2 60 0 0.69% 0%
PACIFIC/ASIA EX-JAPAN STK MSMLX Matthews Asia Small Companies 53% 2 60 0 1.35% 2.94%
Foreign Large Growth FICDX Fidelity Canada 52% 1 60 0 0.86% 1.38%
EUROPE STOCK FNORX Fidelity Nordic 50% 1 60 0 0.94% 3.6%
Foreign Large Value QFVOX Pear Tree Polaris Foreign Value Ord 43% 2 60 0 1.4% 1.86%
EUROPE STOCK EGINX Invesco European Growth Investor 27% 2 60 0 1.3% 3.48%
Foreign Large Blend PPUDX PIMCO Intl StkPLUS TR Strat (Unhedged) D 6% 2 60 0 1.04% 4.2%
WORLD STOCK JGVAX Perkins Global Value T 0% 2 60 0 1.11% 9.91%
FOREIGN SMALL/MID GROWTH WTIFX Westcore International Small Cap 0% 2 60 0 1.25% 114.39%
Foreign Large Value TWWDX Thomas White International Investor 0% 2 60 0 1.24% 7.27%
Foreign Large Value AFJDX Allianz NFJ International Value D 0% 2 60 0 1.23% 2.4%
Foreign Large Growth UMBWX Scout International 0% 2 60 0 0.95% 44.02%
Foreign Large Blend LISOX Lazard Intl Strategic Equity Open 0% 2 60 0 1.07% 1.59%
Others
Moderate Allocation ICMBX Intrepid Capital 96% 2 60 0 1.15% 1.41%
Moderate Allocation BUFBX Buffalo Flexible Income 90% 2 60 0 1.01% 1.33%
Conservative Allocation GLRBX James Balanced: Golden Rainbow R 82% 2 60 0 0.96% 0.65%
Moderate Allocation FPURX Fidelity Puritan 81% 1 60 0 0.5% 0.92%
Moderate Allocation FBALX Fidelity Balanced 79% 1 60 0 0.5% 1%
Moderate Allocation TWBIX American Century Balanced Inv 78% 2 60 0 0.71% 1.58%
Convertibles FCVSX Fidelity Convertible Securities 76% 1 60 0 1.04% 1.6%
Moderate Allocation VILLX Villere Balanced Inv 71% 2 60 0 1% 1.25%
Aggressive Allocation PAXWX Pax World Balanced Individual Inv 47% 2 60 0 0.65% 1.99%
Moderate Allocation HEIFX Hennessy Equity and Income Investor 1% 2 60 0 1.58% 0.34%
World Allocation CLBLX AdvisorOne Select Allocation N 0% 2 60 0 1.15% 15.47%
World Allocation FDYSX Fidelity Global Strategies 0% 1 60 0 1.08% 15.89%
World Allocation FGBLX Fidelity Global Balanced 0% 1 60 0 1.06% 23.93%
Moderate Allocation CLERX AdvisorOne Clermont N 0% 2 60 0 1.56% 9.24%
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond 100% 1 60 0 0.5% 1.75%
Intermediate-Term Bond JAFIX Janus Flexible Bond T 96% 2 60 0 0.7% 2.9%
Inflation-Protected Bond ACITX American Century Infl-Adj Bond Inv 92% 2 60 0 0.76% 2.21%
Short-Term Bond THOPX Thompson Bond 91% 2 60 0 0.73% 2.76%
Intermediate Government FGOVX Fidelity Government Income 91% 1 60 0 0.76% 1.93%
High Yield Bond JAHYX Janus High-Yield T 90% 2 60 0 0.98% 4.06%
Intermediate Government FGMNX Fidelity GNMA Fund 87% 1 60 0 0.45% 1.8%
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 1 60 0 0.5% 2.03%
Intermediate Government BGNMX American Century Ginnie Mae Inv 79% 2 60 0 0.8% 2.25%
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond 78% 1 60 0 0.45% 1.53%
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs 78% 1 60 0 0.45% 2.03%
Short-Term Bond DSTIX Dreyfus Short Term Income D 76% 2 60 0 0.4% 2.68%
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond 76% 1 60 0 0.76% 1.72%
SHORT GOVERNMENT TWUSX American Century Short-Term Govt Inv 76% 2 60 0 0.44% 2.38%
High Yield Bond HYINX Invesco High Yield Investor 75% 2 60 0 1.04% 3.82%
Short-Term Bond ACSNX American Century Short Duration Inv 73% 2 60 0 0.02% 2.73%
Emerging Markets Bond TGINX TCW Emerging Markets Income N 71% 2 60 0 0.77% 3.36%
LONG GOVERNMENT WHOSX Wasatch-Hoisington US Treasury 70% 2 60 0 0.7% 2.91%
Intermediate-Term Bond TGFNX TCW Core Fixed-Income N 66% 2 60 0 0.7% 2.97%
Intermediate-Term Bond BCOSX Baird Core Plus Bond Inv 60% 2 60 0 0.3% 2.61%
LONG GOVERNMENT BTTRX American Century Zero Coupon 2025 Inv 57% 2 60 0 0.55% 5.13%
ULTRASHORT BOND TSDOX Touchstone Ultra Short Dur F/I Z 54% 2 60 0 0.69% 3.08%
WORLD BOND LSGLX Loomis Sayles Global Bond Retail 54% 2 60 0 0.95% 0%
Intermediate-Term Bond WACIX Western Asset Core Plus Bond FI 44% 2 60 0 1.34% 2.64%
Intermediate-Term Bond WAPIX Western Asset Core Bond FI 42% 2 60 0 0.42% 3.27%
Multisector Bond PONDX PIMCO Income D 40% 2 60 0 0.77% 3.93%
Inflation-Protected Bond WATPX Western Asset Inflation Idxd Plus Bd FI 12% 2 60 0 0.82% 2.18%
WORLD BOND PFBDX PIMCO Global Bond (Unhedged) D 0% 2 60 0 0.9% 1.15%
WORLD BOND PGSDX PIMCO Global Advantage Strategy Bd D 0% 2 60 0 1.1% 1.57%
WORLD BOND PFODX PIMCO Foreign Bond (USD-Hedged) D 0% 2 60 0 0.9% 1.13%
WORLD BOND PFBDX PIMCO Foreign Bond (Unhedged) D 0% 2 60 0 0.9% 1.15%
ULTRASHORT BOND STADX Wells Fargo Advantage Ultra S/T Inc Inv 0% 2 60 0 0.74% 0.72%
ULTRASHORT BOND PSHDX PIMCO Short-Term D 0% 2 60 0 0.7% 1.51%
ULTRASHORT BOND MGSDX Managers Short Duration Government 0% 2 60 0 0.75% 1.65%
Short-Term Bond SSTBX Wells Fargo Advantage Short-Term Bd Inv 0% 2 60 0 0.84% 1.24%
Short-Term Bond MSINX BMO Short-Term Income Y 0% 2 60 0 0.64% 1.32%
Multisector Bond PDVDX PIMCO Diversified Inc D 0% 2 60 0 1.15% 4.51%
Intermediate Government STVSX Wells Fargo Advantage Government Sec Inv 0% 2 60 0 0.89% 0.82%
Intermediate Government PGNDX PIMCO GNMA D 0% 2 60 0 0.9% 2.51%
Intermediate Government MGIDX Managers Intermediate Duration Govt 0% 2 60 0 0.87% 1.72%
Intermediate Government MRGIX BMO Government Income Y 0% 2 60 0 0.8% 2.9%
Intermediate Government FIBIX Fidelity Spartan Interm Tr Bd Idx Inv 0% 1 60 0 0.17% 2.04%
Inflation-Protected Bond PRRDX PIMCO Real Return D 0% 2 60 0 0.85% 2.18%
High Yield Bond STHYX Wells Fargo Advantage High Income Inv 0% 2 60 0 0.6% 2.81%
High Yield Bond NNHIX Nicholas High Income N 0% 2 60 0 0.94% 2.07%
High Yield Bond HYFIX Harbor High-Yield Bond Inv 0% 2 60 0 0.9% 4.46%
Emerging Markets Bond PEMDX PIMCO Emerging Markets Bond D 0% 2 60 0 1.25% 4.62%
US EQUITY
LARGE BLEND WVALX Weitz Value 99% 2 60 0 1.04% 0%
MID-CAP VALUE FDVLX Fidelity Value 99% 1 60 0 0.76% 1.19%
LARGE VALUE FEQIX Fidelity Equity-Income 98% 1 60 0 0.57% 0.87%
LARGE VALUE FEQTX Fidelity Equity Dividend Income 97% 1 60 0 0.58% 1.3%
LARGE BLEND DGAGX Dreyfus Appreciation 97% 2 60 0 0.66% 0.24%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 1 60 0 0.55% 0.07%
LARGE BLEND FGRIX Fidelity Growth & Income 95% 1 60 0 0.58% 0.78%
Small Growth JATTX Janus Triton T 95% 2 60 0 1.32% 0%
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv 93% 1 60 0 0.09% 1.34%
LARGE VALUE ARTLX Artisan Value Fund Investor Shares 93% 2 60 0 0.85% 1.37%
LARGE BLEND EXHAX Manning & Napier Pro-Blend Max Term S 93% 2 60 0 0.11% 0.69%
LARGE VALUE YAFFX Yacktman Focused Svc 92% 2 60 0 1.26% 8.9%
SMALL VALUE FCPVX Fidelity Small Cap Value 91% 3 60 0 1.5% 1.61%
LARGE GROWTH RYOCX Rydex NASDAQ-100 Inv 91% 2 60 0 1.49% 0%
SMALL BLEND FSCRX Fidelity Small Cap Discovery 90% 3 60 0 1.07% 0.21%
MID-CAP VALUE ACMVX American Century Mid Cap Value Inv 89% 2 60 0 1.23% 1.42%
Small Growth JAVTX Janus Venture T 89% 2 60 0 1.02% 0%
Small Growth NSGRX Northern Small Cap Core 89% 2 60 0 0.62% 1.12%
LARGE GROWTH FDSVX Fidelity Growth Discovery 89% 1 60 0 0.68% 0%
LARGE GROWTH FTRNX Fidelity Trend 88% 1 60 0 0.58% 0%
SMALL VALUE NOSGX Northern Small Cap Value 88% 2 60 0 1% 0.93%
LARGE GROWTH FTQGX Fidelity Focused Stock 88% 1 60 0 0.47% 0.38%
Small Growth FCPGX Fidelity Small Cap Growth 87% 3 60 0 1.32% 1.05%
LARGE GROWTH FMILX Fidelity New Millennium 87% 1 60 0 0.89% 0%
LARGE VALUE LCEIX Invesco Diversified Dividend Investor 86% 2 60 0 0.73% 1.27%
LARGE VALUE TWVLX American Century Value Inv 80% 2 60 0 1.25% 1.71%
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv 79% 1 60 0 0.09% 1.13%
SMALL BLEND DISSX Dreyfus Small Cap Stock Index 79% 2 60 0 0.5% 0%
LARGE GROWTH ARTRX Artisan Global Opportunities Inv 78% 2 60 0 1% 0%
Small Growth WGROX Wasatch Core Growth 78% 2 60 0 1.17% 0%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock 77% 1 60 0 0.75% 0.22%
MID-CAP VALUE FSMVX Fidelity Mid Cap Value 76% 1 60 0 1.08% 0%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv 76% 1 60 0 0.1% 1.34%
MID-CAP BLEND FSLSX Fidelity Value Strategies 74% 1 60 0 1.15% 0%
LARGE VALUE FSDIX Fidelity Strategic Dividend & Income 73% 1 60 0 0.68% 1.38%
LARGE GROWTH FDCAX Fidelity Capital Appreciation 73% 1 60 0 0.83% 0.25%
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp 70% 3 60 0 1.46% 0.81%
LARGE BLEND FGRTX Fidelity Mega Cap Stock 70% 1 60 0 0.51% 0.55%
Small Growth ARTSX Artisan Small Cap Investor 69% 2 60 0 1.07% 0%
LARGE BLEND WPVLX Weitz Partners Value 69% 2 60 0 1.09% 0%
SMALL VALUE ICMAX Intrepid Small Cap 64% 2 60 0 1.15% 1.34%
SMALL VALUE BPSCX Robeco Small Cap Value II Inv 57% 2 60 0 0.99% 0.63%
LARGE GROWTH PTSGX Touchstone Sands Capital Select Growth Z 56% 2 60 0 1.78% 0%
MID-CAP BLEND UMBMX Scout Mid Cap 55% 2 60 0 0.96% 0%
LARGE GROWTH TGCNX TCW Select Equities N 50% 2 60 0 1.2% 0%
SMALL VALUE SSSFX SouthernSun Small Cap Investor 49% 2 60 0 1.06% 0%
Small Growth STSGX American Beacon Stephens Sm Cp Gr Inv 44% 2 60 0 1.27% 0%
Mid-Cap Growth VALSX Value Line Premier Growth 43% 2 60 0 1.13% 0.1%
LARGE VALUE CHDEX Cullen High Dividend Equity Retail 41% 2 60 0 0.75% 13.65%
Mid-Cap Growth BGRFX Baron Growth Retail 40% 2 60 0 1.3% 0%
SMALL VALUE JASCX James Small Cap 34% 2 60 0 1.56% 0%
Mid-Cap Growth VLEOX Value Line Emerging Opportunities 34% 2 60 0 1.18% 0%
Mid-Cap Growth AKREX Akre Focus Retail 27% 2 60 0 1.3% 0%
SMALL BLEND HDPSX Hodges Small Cap 12% 2 60 0 1.36% 0%
SMALL BLEND ARSMX ASTON/River Road Select Value N 9% 2 60 0 0.98% 0.25%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 1.85%
MID-CAP VALUE DEFIX Delafield Fund 0% 2 60 0 1.25% 5.97%
MID-CAP VALUE MRVEX BMO Mid-Cap Value Y 0% 2 60 0 1.23% 27.44%
MID-CAP VALUE PREDX Allianz NFJ Mid-Cap Value D 0% 2 60 0 1.26% 1.45%
Mid-Cap Growth STDIX Wells Fargo Advantage Discovery Inv 0% 2 60 0 1.3% 7.88%
MID-CAP BLEND SMCDX Wells Fargo Advantage Spec Md Cp Val Inv 0% 2 60 0 1.32% 8.77%
MID-CAP BLEND NMMCX Northern Multi-Manager Mid Cap 0% 2 60 0 1% 10.82%
MID-CAP BLEND PESPX Dreyfus MidCap Index 0% 2 60 0 0.51% 12.75%
LARGE VALUE PEIDX Allianz NFJ Dividend Value D 0% 2 60 0 1.06% 2%
LARGE GROWTH STRFX Wells Fargo Advantage Large Cap Gr Inv 0% 2 60 0 0.36% 4.45%
LARGE GROWTH MFCFX Marsico Flexible Capital 0% 2 60 0 1.41% 31.34%
LARGE BLEND PIXDX PIMCO Fundamental IndexPLUS TR D 0% 2 60 0 1.19% 8.82%
LARGE BLEND JRMSX INTECH U.S. Core T 0% 2 60 0 0.93% 3.73%
Average Expense Ratio: 0.95%
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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 -4.9% -3.3% 1.9% 3.5% 4.6%

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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 -4.5% -3.0% 3.5% 5.7% 7.4%

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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 4.8% 21.9% 4.3% 5.5% 5.0% 7.7%

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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*
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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 276 funds. It covers 5 major asset classes and 65 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income, US Equity, Emerging Market Equity and REITs.

Fidelity Fund Picks are the no load no transaction fee (NTF) funds picked by Fidelity quarterly. Based on Fidelity's policy,  NTF funds have 60 days redemption fee period. Fidelity further imposes so called round trip policy to limit such 60 day round trip to 3 times in a 12 month period. This plan also includes municipal funds which are taxable free. Several major classes including emerging market equities, commodities and foreign bonds are missing, thus reducing the diversification effect. This is a very traditional US centered fund list.



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