MyPlanIQ 401k Investor University of Michigan Retirement Plan

University of Michigan Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 204
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity REAL ESTATE INVS
REAL ESTATE FRIFX Fidelity REAL ESTATE INC
Global Real Estate FIREX Fidelity INTL REAL ESTATE
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity EMERGING MKTS
China Region FHKCX Fidelity CHINA REGION
Latin America Stock FLATX Fidelity LATIN AMERICA
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity PACIFIC BASIN
WORLD STOCK FWWFX Fidelity WORLDWIDE
Foreign Large Blend FDIVX Fidelity DIVERSIFD INTL
Total Available Funds: 204
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity REAL ESTATE INVS
REAL ESTATE FRIFX Fidelity REAL ESTATE INC
Global Real Estate FIREX Fidelity INTL REAL ESTATE
REAL ESTATE VGRSX Vanguard REIT IDX SIG
REAL ESTATE FSRVX SPTN REAL ES IDX ADV
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity EMERGING MKTS
China Region FHKCX Fidelity CHINA REGION
Latin America Stock FLATX Fidelity LATIN AMERICA
DIVERSIFIED EMERGING MKTS FEDIX Fidelity EMERG MKTS DISC
DIVERSIFIED EMERGING MKTS FTEJX Fidelity TOTAL EMERG MKTS
DIVERSIFIED EMERGING MKTS FPMAX SPTN EM MKTS IDX ADV
DIVERSIFIED EMERGING MKTS FEMEX Fidelity EMEA
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity PACIFIC BASIN
WORLD STOCK FWWFX Fidelity WORLDWIDE
Foreign Large Blend FDIVX Fidelity DIVERSIFD INTL
Foreign Large Blend FIGRX Fidelity INTL DISCOVERY
Foreign Large Blend FOSFX Fidelity OVERSEAS
JAPAN STOCK FJPNX Fidelity JAPAN
Foreign Large Blend FSIIX SPTN INTL INDEX INV
FOREIGN SMALL/MID GROWTH FISMX Fidelity INTL SMALL CAP
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity EMERGING ASIA
FOREIGN SMALL/MID GROWTH FSCOX Fidelity INTL SM CAP OPP
Foreign Large Growth FIVFX Fidelity INTL CAP APPREC
Foreign Large Growth FIGFX Fidelity INTL GROWTH
Foreign Large Blend FTIEX Fidelity TOTAL INTL EQ
Foreign Large Value FIVLX Fidelity INTL VALUE
EUROPE STOCK FIEUX Fidelity EUROPE
JAPAN STOCK FJSCX Fidelity JAPAN SMALL CO
Foreign Large Blend FICDX Fidelity CANADA
EUROPE STOCK FNORX Fidelity NORDIC
Foreign Large Blend VTSGX Vanguard TOT INTL STK IS
EUROPE STOCK VESSX Vanguard PAC STK IDX SIG
EUROPE STOCK VESSX Vanguard EURO STK IDX S
Foreign Large Blend FSGDX SPTN GLB XUS IDX ADV
Foreign Large Blend FIENX Fidelity INTL ENH INDEX
EUROPE STOCK FECAX Fidelity EUROPE CAP APP
COMMODITIES
COMMODITIES BROAD BASKET FFGCX Fidelity GLB COMDTY STK
Others
Consumer Staples FDFAX Fidelity SEL CONS STAPLES
Financial FSPCX Fidelity SEL INSURANCE
Industrials FSRFX Fidelity SEL TRANSPORT
Natural Resources FNARX Fidelity SEL NATURAL RES
Conservative Allocation FTANX Fidelity ASSET MGR 30%
Conservative Allocation FASIX Fidelity ASSET MGR 20%
Conservative Allocation FSRRX Fidelity STRAT REAL RET
Aggressive Allocation FAMRX Fidelity ASSET MGR 85%
Moderate Allocation VBAIX Vanguard BAL INDEX INST
Moderate Allocation FPURX Fidelity PURITAN
Moderate Allocation FBALX Fidelity BALANCED
EQUITY PRECIOUS METALS FSAGX Fidelity SEL GOLD
Convertibles FCVSX Fidelity CONVERTIBLE SEC
Health FSMEX Fidelity SEL MED EQ & SYS
Utilities FSUTX Fidelity SEL UTILITIES
Health FBIOX Fidelity SEL BIOTECH
Technology FSCSX Fidelity SEL SOFTWARE
Moderate Allocation FASMX Fidelity ASSET MGR 50%
Industrials FSDAX Fidelity SEL DEFENSE
Equity Energy FSENX Fidelity SEL ENERGY
MISCELLANEOUS SECTOR FSCHX Fidelity SEL CHEMICALS
MISCELLANEOUS SECTOR FBSOX Fidelity SEL IT SERVICES
Moderate Allocation FASGX Fidelity ASSET MGR 70%
Natural Resources FSDPX Fidelity SEL MATERIALS
Health FPHAX Fidelity SEL PHARMACEUTCL
Consumer Discretionary FDLSX Fidelity SEL LEISURE
Communications FWRLX Fidelity SEL WIRELESS
Technology FDCPX Fidelity SEL COMPUTERS
Equity Energy FSESX Fidelity SEL ENERGY SVCS
Communications FSTCX Fidelity TELECOM & UTIL
Communications FSTCX Fidelity SEL TELECOMM
Equity Energy FSNGX Fidelity SEL NATURAL GAS
Health FSHCX Fidelity SEL MEDICAL DEL
Industrials FCYIX Fidelity SEL INDUSTRIALS
Health FSPHX Fidelity SEL HEALTHCARE
MISCELLANEOUS SECTOR FSLEX Fidelity SEL ENV ALT ENGY
Technology FSPTX Fidelity SEL TECHNOLOGY
Industrials FSAIX Fidelity SEL AIR TRANSPRT
Consumer Discretionary FSRPX Fidelity SEL RETAILING
MISCELLANEOUS SECTOR FSHOX Fidelity SEL CONSTR/HOUSE
Financial FSLBX Fidelity SEL BROKERAGE
Consumer Discretionary FSCPX Fidelity SEL CONS DISCR
Communications FSDCX Fidelity SEL COMM EQUIP
Conservative Allocation FFANX Fidelity ASSET MGR 40%
MISCELLANEOUS SECTOR FSAVX Fidelity SEL AUTOMOTIVE
Communications FBMPX Fidelity SEL MULTIMEDIA
Technology FSELX Fidelity SEL ELECTRONICS
Financial FSRBX Fidelity SEL BANKING
Financial FIDSX Fidelity SEL FINANCIAL
Financial FSVLX Fidelity SEL CONSUMER FIN
Moderate Allocation FSANX Fidelity ASSET MGR 60%
Target Date 2050+ FIPFX Fidelity FRDM INDX 2050 W
Target Date 2031-2035 FIHFX Fidelity FRDM INDX 2035 W
Target Date 2021-2025 FQIFX Fidelity FRDM INDX 2025 W
Target Date 2011-2015 FLIFX Fidelity FRDM INDX 2015 W
Target Date 2036-2040 FBIFX Fidelity FRDM INDX 2045 W
Target Date 2036-2040 FBIFX Fidelity FRDM INDX 2040 W
Target Date 2026-2030 FXIFX Fidelity FRDM INDX 2030 W
Target Date 2000-2010 FJIFX Fidelity FRDM INDX 2005 W
Industrials FSCGX Fidelity SEL INDUST EQUIP
Target Date 2000-2010 FKIFX Fidelity FRDM INDX 2010 W
Target Date 2016-2020 FPIFX Fidelity FRDM INDX 2020 W
Retirement Income FIKFX Fidelity FRDM INDX INC W
ROOT CASH Vanguard PRIME MM INV
ROOT CASH Fidelity US TREA MM
ROOT CASH Fidelity US GOVT RES
ROOT CASH Fidelity SEL MONEY MARKET
ROOT CASH Fidelity RETIRE MMKT
ROOT CASH Fidelity RET GOVT MM
ROOT CASH Fidelity MONEY MARKET
ROOT CASH Fidelity GOVT MMKT
ROOT CASH Fidelity CASH RESRVE
Moderate Allocation VBASX Vanguard BAL IDX SIG
Moderate Allocation FDYSX Fidelity GLOBAL STRAT
World Allocation FGBLX Fidelity GLOBAL BALANCED
Target Date 2000-2010 FGIFX Fidelity FRDM INDX 2000 W
FIXED INCOME
Short-Term Bond FSHBX Fidelity SHORT TERM BOND
Intermediate Government FSTGX Fidelity INTM GOVT INCOME
Intermediate-Term Bond VBTIX Vanguard TOT BD MKT INST
Intermediate Government VFIUX Vanguard INTM TREAS ADM
Bank Loan FFRHX Fidelity FLOAT RT HI INC
SHORT GOVERNMENT VFIRX Vanguard ST TREASURY ADM
High Yield Bond SPHIX Fidelity HIGH INCOME
High Yield Bond FAGIX Fidelity CAPITAL & INCOME
Intermediate Government FGOVX FIDELITY GOVT INCOME
Inflation-Protected Bond VIPIX Vanguard INFL PROT INST
Emerging Markets Bond FNMIX Fidelity NEW MARKETS INC
High Yield Bond FHIFX Fidelity FOCUSED HIGH INC
Intermediate Government FGMNX Fidelity GNMA
SHORT GOVERNMENT FFXSX Fidelity INST SH INT GOVT
ULTRASHORT BOND FULIX Fidelity ULTRASHORT BOND
Intermediate-Term Bond FTBFX Fidelity TOTAL BOND
Intermediate-Term Bond FTHRX Fidelity INTERMED BOND
Intermediate-Term Bond FMSFX Fidelity MORTGAGE SEC
Intermediate-Term Bond FBNDX Fidelity INVST GR BD
Multisector Bond FSICX Fidelity STRATEGIC INCOME
LONG GOVERNMENT VUSUX Vanguard LT TREASURY ADM
Intermediate-Term Bond FCBFX Fidelity CORPORATE BOND
Intermediate-Term Bond FXNAX SPTN US BOND IDX IS
High Yield Bond FGHNX Fidelity GLB HIGH INCOME
ULTRASHORT BOND FCONX Fidelity CONSV INC BD
Intermediate-Term Bond VBTSX Vanguard TOT BD MKT SIG
SHORT GOVERNMENT FSBIX SPTN ST TR IDX INV
LONG GOVERNMENT FLBIX SPTN LT TR IDX INV
Intermediate Government FIBIX SPTN INT TR IDX INV
Inflation-Protected Bond FINPX Fidelity INFLAT PROT BOND
US EQUITY
LARGE BLEND FFIDX Fidelity FIDELITY FUND
LARGE BLEND FDGFX Fidelity DIVIDEND GR
MID-CAP VALUE FDVLX Fidelity VALUE
LARGE GROWTH FBGRX Fidelity BLUE CHIP GR
LARGE VALUE FEQIX Fidelity EQUITY INC
LARGE VALUE FEQTX Fidelity EQUITY INC II
LARGE GROWTH FLCSX Fidelity LARGE CAP STOCK
LARGE GROWTH FCNTX Fidelity CONTRAFUND
LARGE BLEND FDEQX Fidelity DISCIPLND EQTY
LARGE BLEND FGRIX Fidelity GROWTH & INC
LARGE GROWTH FOCPX Fidelity OTC PORTFOLIO
LARGE BLEND FSTMX SPTN TOT MKT IDX INV
SMALL VALUE FCPVX Fidelity SMALL CAP VALUE
SMALL BLEND FSCRX Fidelity SM CAP DISCOVERY
LARGE GROWTH FDGRX Fidelity GROWTH COMPANY
LARGE GROWTH FDSVX Fidelity GROWTH DISC
LARGE GROWTH FTRNX Fidelity TREND
LARGE GROWTH FTQGX Fidelity FOCUSED STOCK
LARGE BLEND FFNOX Fidelity FOUR IN ONE IDX
Small Growth FCPGX Fidelity SMALL CAP GROWTH
Mid-Cap Growth FMILX Fidelity NEW MILLEN
MID-CAP BLEND FLVCX Fidelity LEVERGD CO STK
LARGE GROWTH FNCMX Fidelity NASDAQ COMP INDX
LARGE BLEND VITSX Vanguard TOT STK MKT IS
SMALL BLEND FSLCX Fidelity SMALL CAP STOCK
LARGE BLEND FUSEX Fidelity US EQ INDX
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 spartan EXT MKT IDX INV
LARGE VALUE FSLVX PYR LG CAP VAL II
LARGE VALUE FSLVX Fidelity STKSEL LGCAP VAL
MID-CAP BLEND FSLSX Fidelity VALUE STRAT
LARGE BLEND FSDIX Fidelity STRAT DIV & INC
LARGE GROWTH FDSSX Fidelity STK SEL ALL CAP
LARGE VALUE SABTX SA VALUE MULTI MGR
LARGE BLEND SAMKX SA CORE MULTI MGR
LARGE GROWTH FDCAX Fidelity CAPITAL APPREC
Mid-Cap Growth FDEGX Fidelity GROWTH STRAT
LARGE VALUE FBCVX Fidelity BLUE CHIP VALUE
Small Growth FDSCX Fidelity STK SEL SM CAP
LARGE BLEND FGRTX Fidelity MEGA CAP STOCK
SMALL BLEND SAUMX SA GROWTH MULTI MGR
LARGE BLEND FVDFX Fidelity VALUE DISCOV
SMALL BLEND FSCDX SPTN SM CAP IDX ADV
MID-CAP BLEND FLPSX Fidelity LOW PRICED STK
SMALL BLEND FCPEX Fidelity SM CAP ENH INDX
MID-CAP BLEND FSEVX spartan MID CAP IDX ADV
MID-CAP BLEND FSEVX spartan EXT MKT IDX ADV
Mid-Cap Growth FSMGX Fidelity MID CAP GROWTH
MID-CAP BLEND FMEIX Fidelity MID CAP ENH INDX
LARGE BLEND VIFSX Vanguard 500 IDX SIG
LARGE BLEND VTSSX Vanguard TOT STK MKT SIG
LARGE BLEND FXSIX SPTN 500 INDEX INST
LARGE VALUE FLVEX Fidelity LC VAL ENH INDX
LARGE GROWTH FLGEX Fidelity LC GRO ENH INDX
LARGE BLEND FLCEX Fidelity LC CORE ENH INDX
LARGE GROWTH FSLGX Fidelity LARGE CAP GROWTH
LARGE GROWTH FDFFX Fidelity INDEPENDENCE
LARGE GROWTH FEXPX Fidelity EXPORT & MULTI
LARGE BLEND FOTTX Fidelity 130/30 LG CAP
Total Available Funds: 204
  • 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 INVS 97% 3 60 0 0.72% 2.28%
REAL ESTATE FRIFX Fidelity REAL ESTATE INC 88% 3 60 0 0.71% 3.52%
Global Real Estate FIREX Fidelity INTL REAL ESTATE 84% 3 60 0 1.2% 1.99%
REAL ESTATE VGRSX Vanguard REIT IDX SIG 0% 3 60 0 0.1% 3.18%
REAL ESTATE FSRVX SPTN REAL ES IDX ADV 0% 3 60 0 0.12% 2.47%
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity EMERGING MKTS 83% 3 60 0 0.9% 1.09%
China Region FHKCX Fidelity CHINA REGION 67% 3 60 0 1.53% 1.88%
Latin America Stock FLATX Fidelity LATIN AMERICA 57% 3 60 0 0.86% 4.27%
DIVERSIFIED EMERGING MKTS FEDIX Fidelity EMERG MKTS DISC 41% 3 60 0 1.19% 2.2%
DIVERSIFIED EMERGING MKTS FTEJX Fidelity TOTAL EMERG MKTS 41% 3 60 0 1.1% 3.18%
DIVERSIFIED EMERGING MKTS FPMAX SPTN EM MKTS IDX ADV 0% 3 60 0 0.22% 0%
DIVERSIFIED EMERGING MKTS FEMEX Fidelity EMEA 0% 3 60 0 1.31% 3.04%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity PACIFIC BASIN 100% 3 60 0 1.12% 5.52%
WORLD STOCK FWWFX Fidelity WORLDWIDE 99% 3 60 0 0.95% 0.84%
Foreign Large Blend FDIVX Fidelity DIVERSIFD INTL 98% 3 60 0 0.65% 1.59%
Foreign Large Blend FIGRX Fidelity INTL DISCOVERY 90% 3 60 0 0.99% 1.96%
Foreign Large Blend FOSFX Fidelity OVERSEAS 88% 3 60 0 0.95% 1.05%
JAPAN STOCK FJPNX Fidelity JAPAN 86% 3 60 0 1.13% 3.84%
Foreign Large Blend FSIIX SPTN INTL INDEX INV 86% 3 60 0 0.17% 0%
FOREIGN SMALL/MID GROWTH FISMX Fidelity INTL SMALL CAP 84% 3 60 0 1.43% 1.87%
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity EMERGING ASIA 82% 3 60 0 1.18% 0.08%
FOREIGN SMALL/MID GROWTH FSCOX Fidelity INTL SM CAP OPP 79% 3 60 0 1.3% 0.9%
Foreign Large Growth FIVFX Fidelity INTL CAP APPREC 77% 3 60 0 0.8% 0.36%
Foreign Large Growth FIGFX Fidelity INTL GROWTH 73% 3 60 0 0.89% 0.49%
Foreign Large Blend FTIEX Fidelity TOTAL INTL EQ 71% 3 60 0 1.55% 1.36%
Foreign Large Value FIVLX Fidelity INTL VALUE 66% 3 60 0 1.55% 2.06%
EUROPE STOCK FIEUX Fidelity EUROPE 61% 3 60 0 0.76% 1.66%
JAPAN STOCK FJSCX Fidelity JAPAN SMALL CO 59% 3 60 0 0.91% 2.96%
Foreign Large Blend FICDX Fidelity CANADA 53% 3 60 0 0.86% 3.47%
EUROPE STOCK FNORX Fidelity NORDIC 52% 3 60 0 0.94% 0.05%
Foreign Large Blend VTSGX Vanguard TOT INTL STK IS 0% 3 60 0 0.18% 3.08%
EUROPE STOCK VESSX Vanguard PAC STK IDX SIG 0% 3 60 0 0.14% 3.32%
EUROPE STOCK VESSX Vanguard EURO STK IDX S 0% 3 60 0 0.14% 3.32%
Foreign Large Blend FSGDX SPTN GLB XUS IDX ADV 0% 3 60 0 0.18% 2.22%
Foreign Large Blend FIENX Fidelity INTL ENH INDEX 0% 3 60 0 0.63% 3.11%
EUROPE STOCK FECAX Fidelity EUROPE CAP APP 0% 3 60 0 1.02% 1.57%
COMMODITIES
COMMODITIES BROAD BASKET FFGCX Fidelity GLB COMDTY STK 28% 3 60 0 1.94% 2.09%
Others
Consumer Staples FDFAX Fidelity SEL CONS STAPLES 97% 3 60 0 1.01% 1.86%
Financial FSPCX Fidelity SEL INSURANCE 97% 3 60 0 0.81% 0.93%
Industrials FSRFX Fidelity SEL TRANSPORT 96% 3 60 0 0.76% 1.57%
Natural Resources FNARX Fidelity SEL NATURAL RES 96% 3 60 0 0.77% 1.55%
Conservative Allocation FTANX Fidelity ASSET MGR 30% 95% 3 60 0 0.83% 2.81%
Conservative Allocation FASIX Fidelity ASSET MGR 20% 94% 3 60 0 0.83% 3.2%
Conservative Allocation FSRRX Fidelity STRAT REAL RET 94% 3 60 0 0.95% 5.32%
Aggressive Allocation FAMRX Fidelity ASSET MGR 85% 85% 3 60 0 1.23% 4.33%
Moderate Allocation VBAIX Vanguard BAL INDEX INST 85% 3 60 0 0.06% 2.62%
Moderate Allocation FPURX Fidelity PURITAN 82% 3 60 0 0.5% 4.31%
Moderate Allocation FBALX Fidelity BALANCED 80% 3 60 0 0.5% 1.59%
EQUITY PRECIOUS METALS FSAGX Fidelity SEL GOLD 78% 3 60 0 0.77% 0.56%
Convertibles FCVSX Fidelity CONVERTIBLE SEC 77% 3 60 0 1.04% 2.12%
Health FSMEX Fidelity SEL MED EQ & SYS 77% 3 60 0 0.84% 0%
Utilities FSUTX Fidelity SEL UTILITIES 77% 3 60 0 0.74% 2.75%
Health FBIOX Fidelity SEL BIOTECH 77% 3 60 0 0.72% 0.46%
Technology FSCSX Fidelity SEL SOFTWARE 76% 3 60 0 0.69% 0.08%
Moderate Allocation FASMX Fidelity ASSET MGR 50% 76% 3 60 0 0.92% 2.14%
Industrials FSDAX Fidelity SEL DEFENSE 76% 3 60 0 0.75% 0.73%
Equity Energy FSENX Fidelity SEL ENERGY 75% 3 60 0 0.83% 0%
MISCELLANEOUS SECTOR FSCHX Fidelity SEL CHEMICALS 75% 3 60 0 0.75% 0.93%
MISCELLANEOUS SECTOR FBSOX Fidelity SEL IT SERVICES 75% 3 60 0 0.73% 0.01%
Moderate Allocation FASGX Fidelity ASSET MGR 70% 75% 3 60 0 0.97% 1.67%
Natural Resources FSDPX Fidelity SEL MATERIALS 75% 3 60 0 0.76% 4.14%
Health FPHAX Fidelity SEL PHARMACEUTCL 75% 3 60 0 0.76% 4.42%
Consumer Discretionary FDLSX Fidelity SEL LEISURE 75% 3 60 0 0.74% 0.48%
Communications FWRLX Fidelity SEL WIRELESS 74% 3 60 0 0.79% 0%
Technology FDCPX Fidelity SEL COMPUTERS 74% 3 60 0 0.73% 0.01%
Equity Energy FSESX Fidelity SEL ENERGY SVCS 74% 3 60 0 0.91% 3.03%
Communications FSTCX Fidelity TELECOM & UTIL 74% 3 60 0 1.13% 3.03%
Communications FSTCX Fidelity SEL TELECOMM 74% 3 60 0 1.13% 3.03%
Equity Energy FSNGX Fidelity SEL NATURAL GAS 74% 3 60 0 0.92% 3.12%
Health FSHCX Fidelity SEL MEDICAL DEL 74% 3 60 0 0.73% 0%
Industrials FCYIX Fidelity SEL INDUSTRIALS 74% 3 60 0 0.76% 0.72%
Health FSPHX Fidelity SEL HEALTHCARE 73% 3 60 0 0.69% 0%
MISCELLANEOUS SECTOR FSLEX Fidelity SEL ENV ALT ENGY 73% 3 60 0 0.79% 0%
Technology FSPTX Fidelity SEL TECHNOLOGY 73% 3 60 0 0.7% 0.01%
Industrials FSAIX Fidelity SEL AIR TRANSPRT 73% 3 60 0 0.85% 0%
Consumer Discretionary FSRPX Fidelity SEL RETAILING 72% 3 60 0 0.72% 0.27%
MISCELLANEOUS SECTOR FSHOX Fidelity SEL CONSTR/HOUSE 72% 3 60 0 0.77% 0%
Financial FSLBX Fidelity SEL BROKERAGE 71% 3 60 0 0.75% 0%
Consumer Discretionary FSCPX Fidelity SEL CONS DISCR 71% 3 60 0 0.76% 1.1%
Communications FSDCX Fidelity SEL COMM EQUIP 71% 3 60 0 0.87% 0.33%
Conservative Allocation FFANX Fidelity ASSET MGR 40% 71% 3 60 0 0.57% 5.46%
MISCELLANEOUS SECTOR FSAVX Fidelity SEL AUTOMOTIVE 71% 3 60 0 0.89% 0.03%
Communications FBMPX Fidelity SEL MULTIMEDIA 71% 3 60 0 1.07% 0%
Technology FSELX Fidelity SEL ELECTRONICS 70% 3 60 0 0.69% 0.17%
Financial FSRBX Fidelity SEL BANKING 70% 3 60 0 0.75% 2.71%
Financial FIDSX Fidelity SEL FINANCIAL 69% 3 60 0 0.75% 1.22%
Financial FSVLX Fidelity SEL CONSUMER FIN 69% 3 60 0 0.87% 0%
Moderate Allocation FSANX Fidelity ASSET MGR 60% 69% 3 60 0 1.24% 3.92%
Target Date 2050+ FIPFX Fidelity FRDM INDX 2050 W 54% 3 60 0 0.12% 1.66%
Target Date 2031-2035 FIHFX Fidelity FRDM INDX 2035 W 40% 3 60 0 0.12% 1.79%
Target Date 2021-2025 FQIFX Fidelity FRDM INDX 2025 W 38% 3 60 0 0.06% 2.19%
Target Date 2011-2015 FLIFX Fidelity FRDM INDX 2015 W 37% 3 60 0 0.06% 2.49%
Target Date 2036-2040 FBIFX Fidelity FRDM INDX 2045 W 35% 3 60 0 0.12% 1.69%
Target Date 2036-2040 FBIFX Fidelity FRDM INDX 2040 W 35% 3 60 0 0.12% 1.69%
Target Date 2026-2030 FXIFX Fidelity FRDM INDX 2030 W 34% 3 60 0 0.06% 2.24%
Target Date 2000-2010 FJIFX Fidelity FRDM INDX 2005 W 33% 3 60 0 0.12% 2.89%
Industrials FSCGX Fidelity SEL INDUST EQUIP 32% 3 60 0 0.84% 2.51%
Target Date 2000-2010 FKIFX Fidelity FRDM INDX 2010 W 31% 3 60 0 0.06% 2.62%
Target Date 2016-2020 FPIFX Fidelity FRDM INDX 2020 W 22% 3 60 0 0.06% 2.35%
Retirement Income FIKFX Fidelity FRDM INDX INC W 17% 3 60 0 0.06% 3.1%
ROOT CASH Vanguard PRIME MM INV 0% 3 60 0 NA 4.14%
ROOT CASH Fidelity US TREA MM 0% 3 60 0 NA 4.14%
ROOT CASH Fidelity US GOVT RES 0% 3 60 0 NA 4.14%
ROOT CASH Fidelity SEL MONEY MARKET 0% 3 60 0 NA 4.14%
ROOT CASH Fidelity RETIRE MMKT 0% 3 60 0 NA 4.14%
ROOT CASH Fidelity RET GOVT MM 0% 3 60 0 NA 4.14%
ROOT CASH Fidelity MONEY MARKET 0% 3 60 0 NA 4.14%
ROOT CASH Fidelity GOVT MMKT 0% 3 60 0 NA 4.14%
ROOT CASH Fidelity CASH RESRVE 0% 3 60 0 NA 4.14%
Moderate Allocation VBASX Vanguard BAL IDX SIG 0% 3 60 0 0.1% 2.02%
Moderate Allocation FDYSX Fidelity GLOBAL STRAT 0% 3 60 0 1.08% 8.87%
World Allocation FGBLX Fidelity GLOBAL BALANCED 0% 3 60 0 1.06% 6.65%
Target Date 2000-2010 FGIFX Fidelity FRDM INDX 2000 W 0% 3 60 0 0.19% 0%
FIXED INCOME
Short-Term Bond FSHBX Fidelity SHORT TERM BOND 100% 3 60 0 0.5% 3.29%
Intermediate Government FSTGX Fidelity INTM GOVT INCOME 97% 3 60 0 0.45% 1.64%
Intermediate-Term Bond VBTIX Vanguard TOT BD MKT INST 94% 3 60 0 0.15% 3.27%
Intermediate Government VFIUX Vanguard INTM TREAS ADM 94% 3 60 0 0.2% 3.48%
Bank Loan FFRHX Fidelity FLOAT RT HI INC 93% 3 60 0 1.03% 8.37%
SHORT GOVERNMENT VFIRX Vanguard ST TREASURY ADM 93% 3 60 0 0.2% 3.96%
High Yield Bond SPHIX Fidelity HIGH INCOME 92% 3 60 0 1.16% 4.08%
High Yield Bond FAGIX Fidelity CAPITAL & INCOME 91% 3 60 0 0.93% 4.03%
Intermediate Government FGOVX FIDELITY GOVT INCOME 91% 3 60 0 0.76% 1.87%
Inflation-Protected Bond VIPIX Vanguard INFL PROT INST 91% 3 60 0 0.1% 4.92%
Emerging Markets Bond FNMIX Fidelity NEW MARKETS INC 89% 3 60 0 0.82% 3.93%
High Yield Bond FHIFX Fidelity FOCUSED HIGH INC 88% 3 60 0 0.75% 3.43%
Intermediate Government FGMNX Fidelity GNMA 87% 3 60 0 0.45% 2.87%
SHORT GOVERNMENT FFXSX Fidelity INST SH INT GOVT 87% 3 60 0 0.3% 1.58%
ULTRASHORT BOND FULIX Fidelity ULTRASHORT BOND 81% 3 60 0 0.36% 2.5%
Intermediate-Term Bond FTBFX Fidelity TOTAL BOND 81% 3 60 0 0.5% 3.24%
Intermediate-Term Bond FTHRX Fidelity INTERMED BOND 78% 3 60 0 0.45% 3.11%
Intermediate-Term Bond FMSFX Fidelity MORTGAGE SEC 78% 3 60 0 0.45% 3.61%
Intermediate-Term Bond FBNDX Fidelity INVST GR BD 76% 3 60 0 0.76% 3.71%
Multisector Bond FSICX Fidelity STRATEGIC INCOME 74% 3 60 0 0.7% 2.07%
LONG GOVERNMENT VUSUX Vanguard LT TREASURY ADM 65% 3 60 0 0.1% 3.65%
Intermediate-Term Bond FCBFX Fidelity CORPORATE BOND 32% 3 60 0 0.81% 3.09%
Intermediate-Term Bond FXNAX SPTN US BOND IDX IS 31% 3 60 0 0.03% 2.4%
High Yield Bond FGHNX Fidelity GLB HIGH INCOME 30% 3 60 0 0.9% 3.31%
ULTRASHORT BOND FCONX Fidelity CONSV INC BD 0% 3 60 0 0.35% 1.09%
Intermediate-Term Bond VBTSX Vanguard TOT BD MKT SIG 0% 3 60 0 0.1% 2.96%
SHORT GOVERNMENT FSBIX SPTN ST TR IDX INV 0% 3 60 0 0.2% 1.47%
LONG GOVERNMENT FLBIX SPTN LT TR IDX INV 0% 3 60 0 0.17% 3.03%
Intermediate Government FIBIX SPTN INT TR IDX INV 0% 3 60 0 0.17% 2.09%
Inflation-Protected Bond FINPX Fidelity INFLAT PROT BOND 0% 3 60 0 0.45% 5.61%
US EQUITY
LARGE BLEND FFIDX Fidelity FIDELITY FUND 100% 3 60 0 0.46% 0.59%
LARGE BLEND FDGFX Fidelity DIVIDEND GR 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 GR 99% 3 60 0 0.69% 0%
LARGE VALUE FEQIX Fidelity EQUITY INC 98% 3 60 0 0.57% 1.67%
LARGE VALUE FEQTX Fidelity EQUITY INC II 97% 3 60 0 0.58% 2.44%
LARGE GROWTH FLCSX Fidelity LARGE CAP STOCK 96% 3 60 0 0.76% 0.99%
LARGE GROWTH FCNTX Fidelity CONTRAFUND 96% 3 60 0 0.55% 4.32%
LARGE BLEND FDEQX Fidelity DISCIPLND EQTY 96% 3 60 0 0.37% 0.32%
LARGE BLEND FGRIX Fidelity GROWTH & INC 95% 3 60 0 0.58% 1.47%
LARGE GROWTH FOCPX Fidelity OTC PORTFOLIO 94% 3 60 0 0.81% 0.06%
LARGE BLEND FSTMX SPTN TOT MKT IDX INV 94% 3 60 0 0.09% 1.62%
SMALL VALUE FCPVX Fidelity SMALL CAP VALUE 91% 3 60 0 1.5% 3.99%
SMALL BLEND FSCRX Fidelity SM CAP DISCOVERY 90% 3 60 0 1.07% 1.16%
LARGE GROWTH FDGRX Fidelity GROWTH COMPANY 90% 3 60 0 0.79% 4.95%
LARGE GROWTH FDSVX Fidelity GROWTH DISC 89% 3 60 0 0.68% 2.49%
LARGE GROWTH FTRNX Fidelity TREND 88% 3 60 0 0.58% 0.04%
LARGE GROWTH FTQGX Fidelity FOCUSED STOCK 88% 3 60 0 0.47% 0.52%
LARGE BLEND FFNOX Fidelity FOUR IN ONE IDX 87% 3 60 0 0.11% 2.72%
Small Growth FCPGX Fidelity SMALL CAP GROWTH 87% 3 60 0 1.32% 0%
Mid-Cap Growth FMILX Fidelity NEW MILLEN 87% 3 60 0 0.89% 0.26%
MID-CAP BLEND FLVCX Fidelity LEVERGD CO STK 84% 3 60 0 0.74% 8.83%
LARGE GROWTH FNCMX Fidelity NASDAQ COMP INDX 84% 3 60 0 0.29% 0.62%
LARGE BLEND VITSX Vanguard TOT STK MKT IS 82% 3 60 0 0.03% 1.35%
SMALL BLEND FSLCX Fidelity SMALL CAP STOCK 82% 3 60 0 0.67% 0.02%
LARGE BLEND FUSEX Fidelity US EQ INDX 79% 3 60 0 0.09% 1.79%
Mid-Cap Growth FMCSX Fidelity MID CAP STOCK 77% 3 60 0 0.75% 0.87%
MID-CAP VALUE FSMVX Fidelity MID CAP VALUE 76% 3 60 0 1.08% 0.76%
LARGE GROWTH FMAGX Fidelity MAGELLAN 75% 3 60 0 0.52% 0.34%
MID-CAP BLEND FSEMX spartan EXT MKT IDX INV 75% 3 60 0 0.1% 0%
LARGE VALUE FSLVX PYR LG CAP VAL II 74% 3 60 0 1.94% 0.33%
LARGE VALUE FSLVX Fidelity STKSEL LGCAP VAL 74% 3 60 0 1.94% 0.33%
MID-CAP BLEND FSLSX Fidelity VALUE STRAT 74% 3 60 0 1.15% 0.61%
LARGE BLEND FSDIX Fidelity STRAT DIV & INC 74% 3 60 0 0.68% 4.13%
LARGE GROWTH FDSSX Fidelity STK SEL ALL CAP 74% 3 60 0 0.66% 0.29%
LARGE VALUE SABTX SA VALUE MULTI MGR 74% 3 60 0 0.73% 6.94%
LARGE BLEND SAMKX SA CORE MULTI MGR 73% 3 60 0 0.68% 0.8%
LARGE GROWTH FDCAX Fidelity CAPITAL APPREC 73% 3 60 0 0.83% 3.39%
Mid-Cap Growth FDEGX Fidelity GROWTH STRAT 72% 3 60 0 0.72% 0%
LARGE VALUE FBCVX Fidelity BLUE CHIP VALUE 71% 3 60 0 0.63% 1.59%
Small Growth FDSCX Fidelity STK SEL SM CAP 70% 3 60 0 1.46% 0.22%
LARGE BLEND FGRTX Fidelity MEGA CAP STOCK 70% 3 60 0 0.51% 0.47%
SMALL BLEND SAUMX SA GROWTH MULTI MGR 68% 3 60 0 0.87% 2.77%
LARGE BLEND FVDFX Fidelity VALUE DISCOV 68% 3 60 0 0.8% 5.3%
SMALL BLEND FSCDX SPTN SM CAP IDX ADV 51% 3 60 0 2.15% 4.64%
MID-CAP BLEND FLPSX Fidelity LOW PRICED STK 1% 3 60 0 0.92% 1.69%
SMALL BLEND FCPEX Fidelity SM CAP ENH INDX 0% 3 60 0 0.55% 1.71%
MID-CAP BLEND FSEVX spartan MID CAP IDX ADV 0% 3 60 0 0.07% 1.17%
MID-CAP BLEND FSEVX spartan EXT MKT IDX ADV 0% 3 60 0 0.07% 1.17%
Mid-Cap Growth FSMGX Fidelity MID CAP GROWTH 0% 3 60 0 0.79% 0%
MID-CAP BLEND FMEIX Fidelity MID CAP ENH INDX 0% 3 60 0 0.45% 1.03%
LARGE BLEND VIFSX Vanguard 500 IDX SIG 0% 3 60 0 0.05% 2.03%
LARGE BLEND VTSSX Vanguard TOT STK MKT SIG 0% 3 60 0 0.06% 1.99%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 3 60 0 0.04% 0%
LARGE VALUE FLVEX Fidelity LC VAL ENH INDX 0% 3 60 0 0.39% 3.16%
LARGE GROWTH FLGEX Fidelity LC GRO ENH INDX 0% 3 60 0 0.39% 1.06%
LARGE BLEND FLCEX Fidelity LC CORE ENH INDX 0% 3 60 0 0.39% 2.08%
LARGE GROWTH FSLGX Fidelity LARGE CAP GROWTH 0% 3 60 0 0.88% 0%
LARGE GROWTH FDFFX Fidelity INDEPENDENCE 0% 3 60 0 0.85% 0%
LARGE GROWTH FEXPX Fidelity EXPORT & MULTI 0% 3 60 0 0.74% 1.18%
LARGE BLEND FOTTX Fidelity 130/30 LG CAP 0% 3 60 0 1.3% 0%
Average Expense Ratio: 0.69%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 1.6% 19.4% 7.9% 9.4% 5.3% 4.9%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 208 funds. It covers 5 major asset classes and 61 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.