MyPlanIQ 401k Investor Fidelity2012_test

Fidelity2012_test

This Plan is unrated.
Investment Options
Total Available Funds: 201
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX FID EMEA
DIVERSIFIED EMERGING MKTS DFEMX DFA EMERGING MKTS I
DIVERSIFIED EMERGING MKTS FEMKX FID EMERGING MKTS
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
REAL ESTATE FRIFX FID REAL ESTATE INC
Global Real Estate FIREX FID INTL REAL ESTATE
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FID PACIFIC BASIN
WORLD STOCK FWWFX FID WORLDWIDE
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Total Available Funds: 201
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX FID EMEA
DIVERSIFIED EMERGING MKTS DFEMX DFA EMERGING MKTS I
DIVERSIFIED EMERGING MKTS FEMKX FID EMERGING MKTS
China Region FHKCX FID CHINA REGION
Latin America Stock FLATX FID LATIN AMERICA
DIVERSIFIED EMERGING MKTS FPMAX SPTN EM MKTS IDX ADV
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
REAL ESTATE FRIFX FID REAL ESTATE INC
Global Real Estate FIREX FID INTL REAL ESTATE
REAL ESTATE VGSNX VANG REIT IDX INST
REAL ESTATE FSRVX SPTN REAL ES IDX ADV
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FID PACIFIC BASIN
WORLD STOCK FWWFX FID WORLDWIDE
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Foreign Large Blend FIGRX FID INTL DISCOVERY
Foreign Large Blend FOSFX FID OVERSEAS
JAPAN STOCK FJPNX FID JAPAN
Foreign Large Blend FSIIX SPTN INTL INDEX INV
FOREIGN SMALL/MID GROWTH FISMX FID INTL SMALL CAP
PACIFIC/ASIA EX-JAPAN STK FSEAX FID EMERGING ASIA
FOREIGN SMALL/MID GROWTH FSCOX FID INTL SM CAP OPP
Foreign Large Growth FIVFX FID INTL CAP APPREC
Foreign Large Growth FIGFX FID INTL GROWTH
Foreign Large Blend FTIEX FID TOTAL INTL EQ
Foreign Large Value FIVLX FID INTL VALUE
EUROPE STOCK FIEUX FID EUROPE
JAPAN STOCK FJSCX FID JAPAN SMALL CO
Foreign Large Blend FICDX FID CANADA
EUROPE STOCK FNORX FID NORDIC
Foreign Large Value CWVGX CALVERT INTL EQ A
Foreign Large Blend AIIIX UC INTL EQ INDEX
Foreign Large Blend FIENX FID INTL ENH INDEX
EUROPE STOCK FECAX FID EUROPE CAP APP
COMMODITIES
COMMODITIES BROAD BASKET FFGCX FID GLB COMDTY STK
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Consumer Staples FDFAX FID SEL CONS STAPLES
Financial FSPCX FID SEL CONS DISCR
Financial FSPCX FID SEL INSURANCE
Industrials FSRFX FID SEL TRANSPORT
Natural Resources FNARX FID SEL NATURAL RES
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Conservative Allocation FTANX FID ASSET MGR 30%
Conservative Allocation FASIX FID ASSET MGR 20%
Conservative Allocation FSRRX FID STRAT REAL RET
Target Date 2050+ FFFHX FID FREEDOM 2050
Target Date 2000-2010 FFFCX FID FREEDOM 2010
Target Date 2041-2045 FFFGX FID FREEDOM 2045
Target Date 2000-2010 FFFVX FID FREEDOM 2005
Aggressive Allocation FAMRX FID ASSET MGR 85%
Moderate Allocation FPURX FID PURITAN
Moderate Allocation FBALX UC BALANCED GROWTH
Moderate Allocation FBALX FID BALANCED
EQUITY PRECIOUS METALS FSAGX FID SEL GOLD
Conservative Allocation FIRNX UC PATHWAY 2025
Convertibles FCVSX FID CONVERTIBLE SEC
Health FSMEX FID SEL MED EQ & SYS
Utilities FSUTX FID SEL UTILITIES
Health FBIOX FID SEL BIOTECH
Moderate Allocation FIRQX UC PATHWAY 2030
Technology FSCSX FID SEL SOFTWARE
Moderate Allocation FASMX FID ASSET MGR 50%
Industrials FSDAX FID SEL DEFENSE
Equity Energy FSENX FID SEL ENERGY
MISCELLANEOUS SECTOR FSCHX FID SEL CHEMICALS
MISCELLANEOUS SECTOR FBSOX FID SEL IT SERVICES
Moderate Allocation FASGX FID ASSET MGR 70%
Utilities FIUIX FID TELECOM & UTIL
Natural Resources FSDPX FID SEL MATERIALS
Health FPHAX FID SEL PHARMACEUTCL
Communications FWRLX FID SEL WIRELESS
Technology FDCPX FID SEL COMPUTERS
Moderate Allocation FIRSX UC PATHWAY 2035
Equity Energy FSESX FID SEL ENERGY SVCS
Communications FSTCX FID SEL TELECOMM
Equity Energy FSNGX FID SEL NATURAL GAS
Health FSHCX FID SEL MEDICAL DEL
Industrials FCYIX FID SEL INDUSTRIALS
Health FSPHX FID SEL HEALTHCARE
MISCELLANEOUS SECTOR FSLEX FID SEL ENV ALT ENGY
Technology FSPTX FID SEL TECHNOLOGY
Industrials FSAIX FID SEL AIR TRANSPRT
MISCELLANEOUS SECTOR FSHOX FID SEL CONSTR/HOUSE
Financial FSLBX BROKERAGELINK
Financial FSLBX FID SEL BROKERAGE
Communications FSDCX FID SEL COMM EQUIP
Conservative Allocation FFANX FID ASSET MGR 40%
Moderate Allocation FIRWX UC PATHWAY 2040
Moderate Allocation FIRWX UC PATHWAY 2050
MISCELLANEOUS SECTOR FSAVX FID SEL AUTOMOTIVE
Communications FBMPX FID SEL MULTIMEDIA
Technology FSELX FID SEL ELECTRONICS
Moderate Allocation FIXRX UC PATHWAY 2045
Financial FSRBX FID SEL BANKING
Financial FIDSX FID SEL FINANCIAL
Financial FSVLX FID SEL CONSUMER FIN
Moderate Allocation FSANX FID ASSET MGR 60%
Industrials FSCGX FID SEL INDUST EQUIP
Moderate Allocation CSIFX CALVERT BALANCED A
Moderate Allocation CFUNX UC PATHWAY INCOME
Conservative Allocation FIRLX UC PATHWAY 2020
Conservative Allocation FIRJX UC PATHWAY 2015
ROOT CASH DREY TR PRIME CASH I
Target Date 2000-2010 FFFBX FID FREEDOM 2000
World Allocation FGBLX FID GLOBAL BALANCED
Moderate Allocation FDYSX FID GLOBAL STRAT
ROOT CASH CALVERT MONEY MKT A
Money Market-Taxable FGRXX FID US GOVT RES
ROOT CASH FID CASH RESRVE
ROOT CASH FID SEL MONEY MARKET
ROOT CASH FID US TREA MM
ROOT CASH FID MONEY MARKET
ROOT CASH FID GOVT MMKT
ROOT CASH FID RETIRE MMKT
ROOT CASH FID RET GOVT MM
US EQUITY
LARGE BLEND FFIDX UC PATHWAY 2055
LARGE BLEND FFIDX UC PATHWAY 2060
LARGE BLEND FFIDX FID FIDELITY FUND
LARGE BLEND FDGFX FID DIVIDEND GR
SMALL BLEND NAESX VANG SM CAP IDX INST
MID-CAP VALUE FDVLX FID VALUE
LARGE VALUE FEQIX FID EQUITY INC
LARGE VALUE FEQIX FID EQ DIV INCOME
LARGE BLEND VFINX UC EQUITY FUND
LARGE GROWTH FLCSX FID LARGE CAP STOCK
LARGE VALUE VIVAX FID LC CORE ENH INDX
LARGE BLEND FDEQX FID DISCIPLND EQTY
LARGE BLEND FGRIX FID GROWTH & INC
LARGE BLEND FSTMX SPTN TOT MKT IDX INV
SMALL VALUE FCPVX FID SMALL CAP VALUE
SMALL BLEND FSCRX FID SM CAP DISCOVERY
LARGE GROWTH FDSVX FID GROWTH DISC
LARGE GROWTH FTQGX FID FOCUSED STOCK
LARGE BLEND FFNOX FID FOUR IN ONE IDX
Small Growth FCPGX FID SMALL CAP GROWTH
MID-CAP BLEND FLVCX FID LEVERGD CO STK
LARGE GROWTH FNCMX FID NASDAQ COMP INDX
SMALL BLEND FSLCX FID SMALL CAP STOCK
LARGE BLEND VLACX UC DOM EQ INDEX
LARGE BLEND FUSEX SPTN 500 INDEX INV
Mid-Cap Growth FMCSX FID MID CAP STOCK
MID-CAP VALUE FSMVX FID MID CAP VALUE
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV
LARGE VALUE FSLVX FID STKSEL LGCAP VAL
MID-CAP BLEND FSLSX FID VALUE STRAT
LARGE VALUE FSDIX FID STRAT DIV & INC
Mid-Cap Growth FDEGX FID GROWTH STRAT
LARGE VALUE FBCVX FID BLUE CHIP VALUE
Small Growth FDSCX FID STK SEL SM CAP
LARGE BLEND FGRTX FID MEGA CAP STOCK
LARGE GROWTH VFTNX VANG FTSE SOC IDX IS
LARGE BLEND FVDFX FID VALUE DISCOV
Mid-Cap Growth CCAFX CALVERT CAP ACC A
SMALL BLEND CCVAX CALVERT SMALL CAP A
LARGE GROWTH FFTYX FID FIFTY
MID-CAP BLEND FLPSX FID LOW PRICED STK
LARGE GROWTH FLGEX FID LC GRO ENH INDX
LARGE BLEND CMIFX CALV ENHANCED EQ A
LARGE GROWTH FEXPX FID EXPORT
LARGE GROWTH FSLGX FID LARGE CAP GROWTH
LARGE BLEND FOTTX FID 130/30 LG CAP
LARGE BLEND FLCEX FID LC VAL ENH INDX
Mid-Cap Growth FSMGX FID MID CAP GROWTH
MID-CAP BLEND FMEIX FID MID CAP ENH INDX
MID-CAP BLEND FSCKX SPTN MID CAP IDX ADV
SMALL BLEND FCPEX FID SM CAP ENH INDX
SMALL BLEND FSSVX SPTN SM CAP IDX ADV
FIXED INCOME
Short-Term Bond FSHBX FID SHORT TERM BOND
Short-Term Bond VBISX UC SAVINGS FUND
Inflation-Protected Bond VIPSX UC TIPS FUND
Intermediate Government FSTGX FID INTM GOVT INCOME
Intermediate-Term Bond VBTLX UC BOND FUND
High Yield Bond SPHIX FID HIGH INCOME
High Yield Bond FAGIX FID CAPITAL & INCOME
Intermediate Government FGOVX FIDELITY GOVT INCOME
Emerging Markets Bond FNMIX FID NEW MARKETS INC
High Yield Bond FHIFX FID FOCUSED HIGH INC
Intermediate Government FGMNX FID GNMA
SHORT GOVERNMENT FFXSX FID INST SH INT GOVT
Intermediate-Term Bond FTBFX FID TOTAL BOND
Intermediate-Term Bond FTHRX FID INTERMED BOND
Intermediate-Term Bond FMSFX FID MORTGAGE SEC
Intermediate-Term Bond FBNDX FID INVST GR BD
Multisector Bond FSICX FID STRATEGIC INCOME
Bank Loan FFRAX FID FLOAT RT HI INC
Intermediate-Term Bond CSIBX CALVERT BOND A
Intermediate-Term Bond FCBFX FID CORPORATE BOND
Intermediate-Term Bond FXNAX SPTN US BOND IDX INV
High Yield Bond FGHNX FID GLB HIGH INCOME
SHORT GOVERNMENT STABLEVALUE UC ICC FUND
Intermediate Government FIBIX SPTN GLB XUS IDX ADV
Intermediate Government FIBIX SPTN LT TR IDX INV
Intermediate Government FIBIX SPTN INT TR IDX INV
Inflation-Protected Bond FINPX FID INFLAT PROT BOND
Intermediate Government FIBIX SPTN ST TR IDX INV
ULTRASHORT BOND FUSFX FID ULTRASHORT BOND
ULTRASHORT BOND FCONX FID CONSV INC BD
Total Available Funds: 201
  • 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 VEIEX FID EMEA 99% 3 60 0 0.08% 3.29%
DIVERSIFIED EMERGING MKTS DFEMX DFA EMERGING MKTS I 91% 3 60 0 0.61% 3.43%
DIVERSIFIED EMERGING MKTS FEMKX FID EMERGING MKTS 83% 3 60 0 0.9% 1.09%
China Region FHKCX FID CHINA REGION 67% 3 60 0 1.53% 1.88%
Latin America Stock FLATX FID LATIN AMERICA 57% 3 60 0 0.86% 4.27%
DIVERSIFIED EMERGING MKTS FPMAX SPTN EM MKTS IDX ADV 0% 3 60 0 0.22% 0%
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS 97% 3 60 0 0.72% 2.28%
REAL ESTATE FRIFX FID REAL ESTATE INC 88% 3 60 0 0.71% 3.52%
Global Real Estate FIREX FID INTL REAL ESTATE 84% 3 60 0 1.2% 1.99%
REAL ESTATE VGSNX VANG REIT IDX INST 80% 3 60 0 0.12% 4.1%
REAL ESTATE FSRVX SPTN REAL ES IDX ADV 0% 3 60 0 0.12% 2.47%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FID PACIFIC BASIN 100% 3 60 0 1.12% 5.52%
WORLD STOCK FWWFX FID WORLDWIDE 99% 3 60 0 0.95% 0.84%
Foreign Large Blend FDIVX FID DIVERSIFD INTL 98% 3 60 0 0.65% 1.59%
Foreign Large Blend FIGRX FID INTL DISCOVERY 90% 3 60 0 0.99% 1.96%
Foreign Large Blend FOSFX FID OVERSEAS 88% 3 60 0 0.95% 1.05%
JAPAN STOCK FJPNX FID 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 FID INTL SMALL CAP 84% 3 60 0 1.43% 1.87%
PACIFIC/ASIA EX-JAPAN STK FSEAX FID EMERGING ASIA 82% 3 60 0 1.18% 0.08%
FOREIGN SMALL/MID GROWTH FSCOX FID INTL SM CAP OPP 79% 3 60 0 1.3% 0.9%
Foreign Large Growth FIVFX FID INTL CAP APPREC 77% 3 60 0 0.8% 0.36%
Foreign Large Growth FIGFX FID INTL GROWTH 73% 3 60 0 0.89% 0.49%
Foreign Large Blend FTIEX FID TOTAL INTL EQ 71% 3 60 0 1.55% 1.36%
Foreign Large Value FIVLX FID INTL VALUE 66% 3 60 0 1.55% 2.06%
EUROPE STOCK FIEUX FID EUROPE 61% 3 60 0 0.76% 1.66%
JAPAN STOCK FJSCX FID JAPAN SMALL CO 59% 3 60 0 0.91% 2.96%
Foreign Large Blend FICDX FID CANADA 53% 3 60 0 0.86% 3.47%
EUROPE STOCK FNORX FID NORDIC 52% 3 60 0 0.94% 0.05%
Foreign Large Value CWVGX CALVERT INTL EQ A 35% 3 60 0 1.89% 2.16%
Foreign Large Blend AIIIX UC INTL EQ INDEX 0% 3 60 0 0.24% 0%
Foreign Large Blend FIENX FID INTL ENH INDEX 0% 3 60 0 0.63% 3.11%
EUROPE STOCK FECAX FID EUROPE CAP APP 0% 3 60 0 1.02% 1.57%
COMMODITIES
COMMODITIES BROAD BASKET FFGCX FID GLB COMDTY STK 28% 3 60 0 1.94% 2.09%
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX FID FREEDOM INCOME 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX FID FREEDOM 2015 98% 3 60 0 0.54% 3.2%
Consumer Staples FDFAX FID SEL CONS STAPLES 97% 3 60 0 1.01% 1.86%
Financial FSPCX FID SEL CONS DISCR 97% 3 60 0 0.81% 0.93%
Financial FSPCX FID SEL INSURANCE 97% 3 60 0 0.81% 0.93%
Industrials FSRFX FID SEL TRANSPORT 96% 3 60 0 0.76% 1.57%
Natural Resources FNARX FID SEL NATURAL RES 96% 3 60 0 0.77% 1.55%
Target Date 2026-2030 FFFEX FID FREEDOM 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX FID FREEDOM 2040 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX FID FREEDOM 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX FID FREEDOM 2035 95% 3 60 0 0.7% 1.55%
Conservative Allocation FTANX FID ASSET MGR 30% 95% 3 60 0 0.83% 2.81%
Conservative Allocation FASIX FID ASSET MGR 20% 94% 3 60 0 0.83% 3.2%
Conservative Allocation FSRRX FID STRAT REAL RET 94% 3 60 0 0.95% 5.32%
Target Date 2050+ FFFHX FID FREEDOM 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX FID FREEDOM 2010 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX FID FREEDOM 2045 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX FID FREEDOM 2005 87% 3 60 0 0.42% 2.92%
Aggressive Allocation FAMRX FID ASSET MGR 85% 85% 3 60 0 1.23% 4.33%
Moderate Allocation FPURX FID PURITAN 82% 3 60 0 0.5% 4.31%
Moderate Allocation FBALX UC BALANCED GROWTH 80% 3 60 0 0.5% 1.59%
Moderate Allocation FBALX FID BALANCED 80% 3 60 0 0.5% 1.59%
EQUITY PRECIOUS METALS FSAGX FID SEL GOLD 78% 3 60 0 0.77% 0.56%
Conservative Allocation FIRNX UC PATHWAY 2025 77% 3 60 0 0.46% 3.27%
Convertibles FCVSX FID CONVERTIBLE SEC 77% 3 60 0 1.04% 2.12%
Health FSMEX FID SEL MED EQ & SYS 77% 3 60 0 0.84% 0%
Utilities FSUTX FID SEL UTILITIES 77% 3 60 0 0.74% 2.75%
Health FBIOX FID SEL BIOTECH 77% 3 60 0 0.72% 0.46%
Moderate Allocation FIRQX UC PATHWAY 2030 76% 3 60 0 0.36% 3%
Technology FSCSX FID SEL SOFTWARE 76% 3 60 0 0.69% 0.08%
Moderate Allocation FASMX FID ASSET MGR 50% 76% 3 60 0 0.92% 2.14%
Industrials FSDAX FID SEL DEFENSE 76% 3 60 0 0.75% 0.73%
Equity Energy FSENX FID SEL ENERGY 75% 3 60 0 0.83% 0%
MISCELLANEOUS SECTOR FSCHX FID SEL CHEMICALS 75% 3 60 0 0.75% 0.93%
MISCELLANEOUS SECTOR FBSOX FID SEL IT SERVICES 75% 3 60 0 0.73% 0.01%
Moderate Allocation FASGX FID ASSET MGR 70% 75% 3 60 0 0.97% 1.67%
Utilities FIUIX FID TELECOM & UTIL 75% 3 60 0 0.73% 3.96%
Natural Resources FSDPX FID SEL MATERIALS 75% 3 60 0 0.76% 4.14%
Health FPHAX FID SEL PHARMACEUTCL 75% 3 60 0 0.76% 4.42%
Communications FWRLX FID SEL WIRELESS 74% 3 60 0 0.79% 0%
Technology FDCPX FID SEL COMPUTERS 74% 3 60 0 0.73% 0.01%
Moderate Allocation FIRSX UC PATHWAY 2035 74% 3 60 0 0.36% 2.9%
Equity Energy FSESX FID SEL ENERGY SVCS 74% 3 60 0 0.91% 3.03%
Communications FSTCX FID SEL TELECOMM 74% 3 60 0 1.13% 3.03%
Equity Energy FSNGX FID SEL NATURAL GAS 74% 3 60 0 0.92% 3.12%
Health FSHCX FID SEL MEDICAL DEL 74% 3 60 0 0.73% 0%
Industrials FCYIX FID SEL INDUSTRIALS 74% 3 60 0 0.76% 0.72%
Health FSPHX FID SEL HEALTHCARE 73% 3 60 0 0.69% 0%
MISCELLANEOUS SECTOR FSLEX FID SEL ENV ALT ENGY 73% 3 60 0 0.79% 0%
Technology FSPTX FID SEL TECHNOLOGY 73% 3 60 0 0.7% 0.01%
Industrials FSAIX FID SEL AIR TRANSPRT 73% 3 60 0 0.85% 0%
MISCELLANEOUS SECTOR FSHOX FID SEL CONSTR/HOUSE 72% 3 60 0 0.77% 0%
Financial FSLBX BROKERAGELINK 71% 3 60 0 0.75% 0%
Financial FSLBX FID SEL BROKERAGE 71% 3 60 0 0.75% 0%
Communications FSDCX FID SEL COMM EQUIP 71% 3 60 0 0.87% 0.33%
Conservative Allocation FFANX FID ASSET MGR 40% 71% 3 60 0 0.57% 5.46%
Moderate Allocation FIRWX UC PATHWAY 2040 71% 3 60 0 0.57% 2.4%
Moderate Allocation FIRWX UC PATHWAY 2050 71% 3 60 0 0.57% 2.4%
MISCELLANEOUS SECTOR FSAVX FID SEL AUTOMOTIVE 71% 3 60 0 0.89% 0.03%
Communications FBMPX FID SEL MULTIMEDIA 71% 3 60 0 1.07% 0%
Technology FSELX FID SEL ELECTRONICS 70% 3 60 0 0.69% 0.17%
Moderate Allocation FIXRX UC PATHWAY 2045 70% 3 60 0 0.38% 2.61%
Financial FSRBX FID SEL BANKING 70% 3 60 0 0.75% 2.71%
Financial FIDSX FID SEL FINANCIAL 69% 3 60 0 0.75% 1.22%
Financial FSVLX FID SEL CONSUMER FIN 69% 3 60 0 0.87% 0%
Moderate Allocation FSANX FID ASSET MGR 60% 69% 3 60 0 1.24% 3.92%
Industrials FSCGX FID SEL INDUST EQUIP 32% 3 60 0 0.84% 2.51%
Moderate Allocation CSIFX CALVERT BALANCED A 32% 3 60 0 1.67% 3.21%
Moderate Allocation CFUNX UC PATHWAY INCOME 0% 3 60 0 NA NA
Conservative Allocation FIRLX UC PATHWAY 2020 0% 3 60 0 0.54% 0%
Conservative Allocation FIRJX UC PATHWAY 2015 0% 3 60 0 0.48% 0%
ROOT CASH DREY TR PRIME CASH I 0% 3 60 0 NA 4.14%
Target Date 2000-2010 FFFBX FID FREEDOM 2000 0% 3 60 0 0.44% 0%
World Allocation FGBLX FID GLOBAL BALANCED 0% 3 60 0 1.06% 6.65%
Moderate Allocation FDYSX FID GLOBAL STRAT 0% 3 60 0 1.08% 8.87%
ROOT CASH CALVERT MONEY MKT A 0% 3 60 0 NA 4.14%
Money Market-Taxable FGRXX FID US GOVT RES 0% 3 60 0 NA NA
ROOT CASH FID CASH RESRVE 0% 3 60 0 NA 4.14%
ROOT CASH FID SEL MONEY MARKET 0% 3 60 0 NA 4.14%
ROOT CASH FID US TREA MM 0% 3 60 0 NA 4.14%
ROOT CASH FID MONEY MARKET 0% 3 60 0 NA 4.14%
ROOT CASH FID GOVT MMKT 0% 3 60 0 NA 4.14%
ROOT CASH FID RETIRE MMKT 0% 3 60 0 NA 4.14%
ROOT CASH FID RET GOVT MM 0% 3 60 0 NA 4.14%
US EQUITY
LARGE BLEND FFIDX UC PATHWAY 2055 100% 3 60 0 0.46% 0.59%
LARGE BLEND FFIDX UC PATHWAY 2060 100% 3 60 0 0.46% 0.59%
LARGE BLEND FFIDX FID FIDELITY FUND 100% 3 60 0 0.46% 0.59%
LARGE BLEND FDGFX FID DIVIDEND GR 99% 3 60 0 0.77% 1.31%
SMALL BLEND NAESX VANG SM CAP IDX INST 99% 3 60 0 0.03% 1.4%
MID-CAP VALUE FDVLX FID VALUE 99% 3 60 0 0.76% 0.99%
LARGE VALUE FEQIX FID EQUITY INC 98% 3 60 0 0.57% 1.67%
LARGE VALUE FEQIX FID EQ DIV INCOME 98% 3 60 0 0.57% 1.67%
LARGE BLEND VFINX UC EQUITY FUND 98% 3 60 0 0.14% 1.27%
LARGE GROWTH FLCSX FID LARGE CAP STOCK 96% 3 60 0 0.76% 0.99%
LARGE VALUE VIVAX FID LC CORE ENH INDX 96% 3 60 0 0.05% 2.23%
LARGE BLEND FDEQX FID DISCIPLND EQTY 96% 3 60 0 0.37% 0.32%
LARGE BLEND FGRIX FID GROWTH & INC 95% 3 60 0 0.58% 1.47%
LARGE BLEND FSTMX SPTN TOT MKT IDX INV 94% 3 60 0 0.09% 1.62%
SMALL VALUE FCPVX FID SMALL CAP VALUE 91% 3 60 0 1.5% 3.99%
SMALL BLEND FSCRX FID SM CAP DISCOVERY 90% 3 60 0 1.07% 1.16%
LARGE GROWTH FDSVX FID GROWTH DISC 89% 3 60 0 0.68% 2.49%
LARGE GROWTH FTQGX FID FOCUSED STOCK 88% 3 60 0 0.47% 0.52%
LARGE BLEND FFNOX FID FOUR IN ONE IDX 87% 3 60 0 0.11% 2.72%
Small Growth FCPGX FID SMALL CAP GROWTH 87% 3 60 0 1.32% 0%
MID-CAP BLEND FLVCX FID LEVERGD CO STK 84% 3 60 0 0.74% 8.83%
LARGE GROWTH FNCMX FID NASDAQ COMP INDX 84% 3 60 0 0.29% 0.62%
SMALL BLEND FSLCX FID SMALL CAP STOCK 82% 3 60 0 0.67% 0.02%
LARGE BLEND VLACX UC DOM EQ INDEX 81% 3 60 0 0.04% 1.21%
LARGE BLEND FUSEX SPTN 500 INDEX INV 79% 3 60 0 0.09% 1.79%
Mid-Cap Growth FMCSX FID MID CAP STOCK 77% 3 60 0 0.75% 0.87%
MID-CAP VALUE FSMVX FID MID CAP VALUE 76% 3 60 0 1.08% 0.76%
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV 75% 3 60 0 0.1% 0%
LARGE VALUE FSLVX FID STKSEL LGCAP VAL 74% 3 60 0 1.94% 0.33%
MID-CAP BLEND FSLSX FID VALUE STRAT 74% 3 60 0 1.15% 0.61%
LARGE VALUE FSDIX FID STRAT DIV & INC 74% 3 60 0 0.68% 4.13%
Mid-Cap Growth FDEGX FID GROWTH STRAT 72% 3 60 0 0.72% 0%
LARGE VALUE FBCVX FID BLUE CHIP VALUE 71% 3 60 0 0.63% 1.59%
Small Growth FDSCX FID STK SEL SM CAP 70% 3 60 0 1.46% 0.22%
LARGE BLEND FGRTX FID MEGA CAP STOCK 70% 3 60 0 0.51% 0.47%
LARGE GROWTH VFTNX VANG FTSE SOC IDX IS 70% 3 60 0 0.14% 1.13%
LARGE BLEND FVDFX FID VALUE DISCOV 68% 3 60 0 0.8% 5.3%
Mid-Cap Growth CCAFX CALVERT CAP ACC A 33% 3 60 0 1.18% 0%
SMALL BLEND CCVAX CALVERT SMALL CAP A 30% 3 60 0 1.19% 0.12%
LARGE GROWTH FFTYX FID FIFTY 20% 3 60 0 1.65% 0.55%
MID-CAP BLEND FLPSX FID LOW PRICED STK 1% 3 60 0 0.92% 1.69%
LARGE GROWTH FLGEX FID LC GRO ENH INDX 0% 3 60 0 0.39% 1.06%
LARGE BLEND CMIFX CALV ENHANCED EQ A 0% 3 60 0 0.44% 3.02%
LARGE GROWTH FEXPX FID EXPORT 0% 3 60 0 0.74% 1.18%
LARGE GROWTH FSLGX FID LARGE CAP GROWTH 0% 3 60 0 0.88% 0%
LARGE BLEND FOTTX FID 130/30 LG CAP 0% 3 60 0 1.3% 0%
LARGE BLEND FLCEX FID LC VAL ENH INDX 0% 3 60 0 0.39% 2.08%
Mid-Cap Growth FSMGX FID MID CAP GROWTH 0% 3 60 0 0.79% 0%
MID-CAP BLEND FMEIX FID MID CAP ENH INDX 0% 3 60 0 0.45% 1.03%
MID-CAP BLEND FSCKX SPTN MID CAP IDX ADV 0% 3 60 0 0.14% 2.23%
SMALL BLEND FCPEX FID SM CAP ENH INDX 0% 3 60 0 0.55% 1.71%
SMALL BLEND FSSVX SPTN SM CAP IDX ADV 0% 3 60 0 0.24% 3.61%
FIXED INCOME
Short-Term Bond FSHBX FID SHORT TERM BOND 100% 3 60 0 0.5% 3.29%
Short-Term Bond VBISX UC SAVINGS FUND 100% 3 60 0 0.07% 2.54%
Inflation-Protected Bond VIPSX UC TIPS FUND 98% 3 60 0 0.07% 4.24%
Intermediate Government FSTGX FID INTM GOVT INCOME 97% 3 60 0 0.45% 1.64%
Intermediate-Term Bond VBTLX UC BOND FUND 94% 3 60 0 0.15% 3.25%
High Yield Bond SPHIX FID HIGH INCOME 92% 3 60 0 1.16% 4.08%
High Yield Bond FAGIX FID CAPITAL & INCOME 91% 3 60 0 0.93% 4.03%
Intermediate Government FGOVX FIDELITY GOVT INCOME 91% 3 60 0 0.76% 1.87%
Emerging Markets Bond FNMIX FID NEW MARKETS INC 89% 3 60 0 0.82% 3.93%
High Yield Bond FHIFX FID FOCUSED HIGH INC 88% 3 60 0 0.75% 3.43%
Intermediate Government FGMNX FID GNMA 87% 3 60 0 0.45% 2.87%
SHORT GOVERNMENT FFXSX FID INST SH INT GOVT 87% 3 60 0 0.3% 1.58%
Intermediate-Term Bond FTBFX FID TOTAL BOND 81% 3 60 0 0.5% 3.24%
Intermediate-Term Bond FTHRX FID INTERMED BOND 78% 3 60 0 0.45% 3.11%
Intermediate-Term Bond FMSFX FID MORTGAGE SEC 78% 3 60 0 0.45% 3.61%
Intermediate-Term Bond FBNDX FID INVST GR BD 76% 3 60 0 0.76% 3.71%
Multisector Bond FSICX FID STRATEGIC INCOME 74% 3 60 0 0.7% 2.07%
Bank Loan FFRAX FID FLOAT RT HI INC 73% 3 60 0 0.97% 6.08%
Intermediate-Term Bond CSIBX CALVERT BOND A 47% 3 60 0 1.53% 3.48%
Intermediate-Term Bond FCBFX FID CORPORATE BOND 32% 3 60 0 0.81% 3.09%
Intermediate-Term Bond FXNAX SPTN US BOND IDX INV 31% 3 60 0 0.03% 2.4%
High Yield Bond FGHNX FID GLB HIGH INCOME 30% 3 60 0 0.9% 3.31%
SHORT GOVERNMENT STABLEVALUE UC ICC FUND 16% 3 60 0 NA 27.03%
Intermediate Government FIBIX SPTN GLB XUS IDX ADV 0% 3 60 0 0.17% 2.09%
Intermediate Government FIBIX SPTN LT TR IDX INV 0% 3 60 0 0.17% 2.09%
Intermediate Government FIBIX SPTN INT TR IDX INV 0% 3 60 0 0.17% 2.09%
Inflation-Protected Bond FINPX FID INFLAT PROT BOND 0% 3 60 0 0.45% 5.61%
Intermediate Government FIBIX SPTN ST TR IDX INV 0% 3 60 0 0.17% 2.09%
ULTRASHORT BOND FUSFX FID ULTRASHORT BOND 0% 3 60 0 0.45% 0%
ULTRASHORT BOND FCONX FID CONSV INC BD 0% 3 60 0 0.35% 1.09%
Average Expense Ratio: 0.73%
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Model Portfolios

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(Ticker:)
The plan consists of 201 funds. It covers 5 major asset classes and 60 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income, Emerging Market Equity and REITs.


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