MyPlanIQ 401k Investor AMERICAN PUBLIC MEDIA RETIREMENT PLAN

AMERICAN PUBLIC MEDIA RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 306
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX fresx
REAL ESTATE FRIFX frifx
Global Real Estate FIREX firex
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX mgemx
DIVERSIFIED EMERGING MKTS USEMX usemx
DIVERSIFIED EMERGING MKTS FKEMX fkemx
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX fpbfx
Foreign Large Blend OAKIX oakix
WORLD STOCK FWWFX fwwfx
Total Available Funds: 306
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX fresx
REAL ESTATE FRIFX frifx
Global Real Estate FIREX firex
REAL ESTATE FSRVX fsrvx
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX mgemx
DIVERSIFIED EMERGING MKTS USEMX usemx
DIVERSIFIED EMERGING MKTS FKEMX fkemx
China Region FHKCX fhkcx
Latin America Stock FLATX flatx
DIVERSIFIED EMERGING MKTS TEDMX tedmx
DIVERSIFIED EMERGING MKTS RNWGX rnwgx
DIVERSIFIED EMERGING MKTS FEDDX feddx
DIVERSIFIED EMERGING MKTS FTEMX ftemx
DIVERSIFIED EMERGING MKTS FPMAX fpmax
DIVERSIFIED EMERGING MKTS FLILX flilx
DIVERSIFIED EMERGING MKTS FEMEX femex
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX fpbfx
Foreign Large Blend OAKIX oakix
WORLD STOCK FWWFX fwwfx
Foreign Large Value AAIPX aaipx
Foreign Large Blend GIGSX gigsx
WORLD STOCK MDISX mdisx
WORLD STOCK MSFAX msfax
Foreign Large Blend MSACX msacx
Foreign Large Blend ARTIX artix
FOREIGN SMALL/MID GROWTH PRIDX pridx
JAPAN STOCK FJPNX fjpnx
Foreign Large Growth USIFX usifx
FOREIGN SMALL/MID GROWTH FISMX fismx
PACIFIC/ASIA EX-JAPAN STK FSEAX fseax
Foreign Large Value TFFAX tffax
FOREIGN SMALL/MID GROWTH FSCOX fscox
Foreign Large Growth FIVFX fivfx
Foreign Large Blend CWVIX cwvix
Foreign Large Growth FIGFX figfx
Foreign Large Blend FDIKX fdikx
Foreign Large Blend FIDKX fidkx
Foreign Large Blend FOSKX foskx
Foreign Large Blend FTIEX ftiex
WORLD STOCK TWDAX twdax
Foreign Large Value FIVLX fivlx
EUROPE STOCK FIEUX fieux
JAPAN STOCK FJSCX fjscx
Miscellaneous Region FICDX ficdx
Miscellaneous Region FNORX fnorx
Foreign Large Blend MIQBX miqbx
WORLD STOCK RNPGX rnpgx
WORLD STOCK RWIGX rwigx
WORLD STOCK RLLGX rllgx
Foreign Large Blend RERGX rergx
WORLD STOCK FGILX fgilx
Foreign Small/Mid Value FINEX finex
Foreign Large Blend FSIVX fsivx
Foreign Large Blend FSGDX fsgdx
Foreign Large Blend FMJDX fmjdx
Foreign Large Blend MKIEX mkiex
Foreign Large Blend FIENX fienx
Others
Moderate Allocation PRWCX prwcx
Target Date 2021-2025 VTTVX vttvx
Consumer Defensive FDFAX fdfax
Retirement Income VTINX vtinx
Financial FSPCX fspcx
Target Date 2031-2035 VTTHX vtthx
Industrials FSRFX fsrfx
Equity Energy FNARX fnarx
Conservative Allocation FTANX ftanx
Conservative Allocation FASIX fasix
Conservative Allocation FSRRX fsrrx
Moderate Allocation FPACX fpacx
Moderate Allocation OAKBX oakbx
Aggressive Allocation FFNOX ffnox
Aggressive Allocation FAMRX famrx
Moderate Allocation TRPBX trpbx
Target Date 2051 VFFVX vffvx
EQUITY PRECIOUS METALS FSAGX fsagx
Health FSMEX fsmex
Utilities FSUTX fsutx
Moderate Allocation AADBX aadbx
Convertibles FCVSX fcvsx
Technology FSCSX fscsx
Industrials FSDAX fsdax
Equity Energy FSENX fsenx
Moderate Allocation FASMX fasmx
Natural Resources FSCHX fschx
Technology FBSOX fbsox
Utilities FIUIX fiuix
Moderate Allocation USCRX uscrx
Natural Resources FSDPX fsdpx
Target Date 2046-2050 VFIFX vfifx
Health FPHAX fphax
Consumer Cyclical FDLSX fdlsx
Moderate Allocation FASGX fasgx
Communications FWRLX fwrlx
Technology FDCPX fdcpx
Communications FSTCX fstcx
Health FSHCX fshcx
Equity Energy FSESX fsesx
Industrials FCYIX fcyix
Equity Energy FSNGX fsngx
Health FSPHX fsphx
Industrials FSLEX fslex
Technology FSPTX fsptx
Industrials FSAIX fsaix
Consumer Cyclical FSRPX fsrpx
Consumer Cyclical FSHOX fshox
Financial FSLBX fslbx
Consumer Cyclical FSCPX fscpx
Consumer Cyclical FSAVX fsavx
Technology FSDCX fsdcx
Consumer Cyclical FBMPX fbmpx
Conservative Allocation FFANX ffanx
Technology FSELX fselx
Financial FSRBX fsrbx
Target Date 2036-2040 VFORX vforx
Financial FIDSX fidsx
Target Date 2026-2030 VTHRX vthrx
Moderate Allocation FBAKX fbakx
Financial FSVLX fsvlx
Moderate Allocation FPUKX fpukx
Moderate Allocation FSANX fsanx
Target Date 2016-2020 VTWNX vtwnx
World Allocation MBAAX mbaax
World Allocation CAIBX caibx
Industrials FSCGX fscgx
Moderate Allocation CBAIX cbaix
Moderate Allocation RLBGX rlbgx
Money Market-Taxable FDRXX fdrxx
Money Market-Taxable SPAXX spaxx
ROOT CASH for FDRXX, SPAXX, SPRXX, FGMXX, FDLXX
Money Market-Taxable FDLXX fdlxx
Money Market-Taxable FGMXX fgmxx
Money Market-Taxable SPRXX sprxx
Target Date 2011-2015 VTXVX vtxvx
Target Date 2000-2010 VTENX vtenx
World Allocation FDYSX fdysx
World Allocation FGBLX fgblx
Target Date 2046-2050 FFKHX ffkhx
Target Date 2041-2045 FFKGX ffkgx
Target Date 2031-2035 FKTHX fkthx
Target Date 2026-2030 FFKEX ffkex
Target Date 2021-2025 FKTWX fktwx
Target Date 2016-2020 FFKDX ffkdx
Target Date 2011-2015 FKVFX fkvfx
Target Date 2000-2010 FFKCX ffkcx
Target Date 2000-2010 FFKVX ffkvx
FIXED INCOME
Short-Term Bond FSHBX fshbx
Intermediate-Term Bond JFLEX jflex
Intermediate-Term Bond PTTRX pttrx
Intermediate Government FSTGX fstgx
High Yield Bond SPHIX sphix
High Yield Bond FAGIX fagix
Intermediate Government FGOVX fgovx
Short-Term Bond PTLDX ptldx
Emerging Markets Bond FNMIX fnmix
High Yield Bond FHIFX fhifx
Intermediate Government FGMNX fgmnx
SHORT GOVERNMENT FFXSX ffxsx
Intermediate Government USGNX usgnx
Intermediate-Term Bond FTBFX ftbfx
Intermediate-Term Bond USAIX usaix
Intermediate-Term Bond FTHRX fthrx
Intermediate-Term Bond FMSFX fmsfx
Intermediate-Term Bond WATFX watfx
WORLD BOND CGFIX cgfix
Intermediate-Term Bond FBNDX fbndx
Multisector Bond FSICX fsicx
High Yield Bond PHIYX phiyx
LONG GOVERNMENT PGOVX pgovx
Intermediate-Term Bond NCRIX ncrix
WORLD BOND TGBAX tgbax
Intermediate-Term Bond MFXAX mfxax
Intermediate-Term Bond FCBFX fcbfx
High Yield Bond FGHNX fghnx
WORLD BOND FGBFX fgbfx
ULTRASHORT BOND STADX stadx
Short-Term Bond SSTBX sstbx
Intermediate-Term Bond FSITX fsitx
SHORT GOVERNMENT FSBAX fsbax
LONG GOVERNMENT FLBAX flbax
Intermediate Government FIBAX fibax
Inflation-Protected Bond FSIYX fsiyx
High Yield Bond FSADX fsadx
Intermediate-Term Bond FWHBX fwhbx
WORLD BOND PIGLX piglx
WORLD BOND FINUX finux
Inflation-Protected Bond FINPX finpx
ULTRASHORT BOND FCONX fconx
Short-Term Bond AALPX aalpx
Muni Ohio FBOIX fboix
Intermediate-Term Bond VBTLX vbtlx
US EQUITY
MID-CAP BLEND ARGFX argfx
Small Growth PENNX pennx
LARGE BLEND OAKMX oakmx
LARGE BLEND FLCSX flcsx
LARGE GROWTH ALARX alarx
LARGE GROWTH SGRNX sgrnx
LARGE BLEND OAKLX oaklx
Mid-Cap Growth NBGIX nbgix
SMALL VALUE FCPVX fcpvx
MID-CAP VALUE JMVAX jmvax
SMALL BLEND FSCRX fscrx
LARGE VALUE EILVX eilvx
Small Growth ALSRX alsrx
LARGE GROWTH FTRNX ftrnx
LARGE GROWTH FTQGX ftqgx
Small Growth FCPGX fcpgx
SMALL BLEND CSVIX csvix
LARGE GROWTH FMILX fmilx
LARGE VALUE NFJEX nfjex
Mid-Cap Growth NBMTX nbmtx
LARGE VALUE NBPTX nbptx
LARGE GROWTH DREQX dreqx
SMALL BLEND FSLCX fslcx
Mid-Cap Growth CCPIX ccpix
LARGE GROWTH NBGTX nbgtx
LARGE VALUE ACGMX acgmx
LARGE VALUE MUTHX muthx
LARGE GROWTH GXXIX gxxix
LARGE GROWTH CEYIX ceyix
LARGE BLEND NBFCX nbfcx
Mid-Cap Growth ALMRX almrx
LARGE VALUE AADEX aadex
MID-CAP VALUE FSMVX fsmvx
LARGE VALUE FSLVX fslvx
LARGE VALUE FSDIX fsdix
LARGE GROWTH USAAX usaax
Small Growth RHJSX rhjsx
Mid-Cap Growth FSGAX fsgax
LARGE VALUE FBCVX fbcvx
SMALL BLEND FDSCX fdscx
LARGE BLEND FGRTX fgrtx
LARGE GROWTH FBGKX fbgkx
LARGE GROWTH FCAKX fcakx
Mid-Cap Growth FAGKX fagkx
LARGE GROWTH FCNKX fcnkx
LARGE GROWTH FFDKX ffdkx
LARGE GROWTH FGCKX fgckx
Mid-Cap Growth FKMCX fkmcx
LARGE VALUE FEIKX feikx
MID-CAP VALUE FVLKX fvlkx
LARGE GROWTH FGDKX fgdkx
LARGE VALUE FETKX fetkx
LARGE GROWTH FMGKX fmgkx
LARGE GROWTH FOCKX fockx
MID-CAP BLEND LMCYX lmcyx
LARGE BLEND USISX usisx
LARGE GROWTH NBSLX nbslx
LARGE BLEND FDEKX fdekx
LARGE BLEND FDGKX fdgkx
LARGE BLEND FGIKX fgikx
LARGE BLEND FVDKX fvdkx
MID-CAP BLEND FLCKX flckx
MID-CAP BLEND FLPKX flpkx
Mid-Cap Growth MACGX macgx
LARGE VALUE FMIEX fmiex
MID-CAP BLEND FVSKX fvskx
LARGE GROWTH MSEGX msegx
SMALL VALUE PVADX pvadx
LARGE GROWTH GXXAX gxxax
MID-CAP BLEND CAAPX caapx
Small Growth MSSMX mssmx
LARGE VALUE VVOAX vvoax
Mid-Cap Growth BARAX barax
Mid-Cap Growth BGRIX bgrix
LARGE VALUE KDHAX kdhax
LARGE GROWTH RGAGX rgagx
LARGE BLEND LMVFX lmvfx
LARGE GROWTH RAFGX rafgx
LARGE GROWTH RNGGX rnggx
LARGE VALUE RMFGX rmfgx
LARGE VALUE RWMGX rwmgx
LARGE BLEND RFNGX rfngx
LARGE GROWTH FFTYX fftyx
LARGE BLEND RICGX ricgx
LARGE BLEND DIEQX dieqx
LARGE GROWTH DWOAX dwoax
Mid-Cap Growth APHMX aphmx
Mid-Cap Growth DBMAX dbmax
LARGE BLEND TFFIX tffix
MID-CAP BLEND WOFNX wofnx
Mid-Cap Growth FSSMX fssmx
SMALL BLEND WFSVX wfsvx
SMALL BLEND FSSVX fssvx
SMALL BLEND FNAPX fnapx
Small Growth RYLPX rylpx
SMALL BLEND JCSIx jcsix
SMALL BLEND FCPEX fcpex
Mid-Cap Growth STDIX stdix
Mid-Cap Growth STCSX stcsx
MID-CAP BLEND FSEVX fsevx
Mid-Cap Growth VGRJX vgrjx
MID-CAP BLEND GTAVX gtavx
Mid-Cap Growth FRSPX frspx
Mid-Cap Growth MCMYX mcmyx
LARGE GROWTH STRFX strfx
LARGE BLEND FSTVX fstvx
LARGE VALUE FKMOX fkmox
LARGE GROWTH FMELX fmelx
LARGE BLEND FLAUX flaux
LARGE VALUE FLVEX flvex
LARGE GROWTH FLGEX flgex
LARGE BLEND FLCEX flcex
LARGE GROWTH FDFKX fdfkx
LARGE GROWTH FEXKX fexkx
LARGE GROWTH MCFYX mcfyx
LARGE BLEND FXSIX fxsix
Total Available Funds: 306
  • 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 fresx 96% 3 60 0 0.72% 7.38%
REAL ESTATE FRIFX frifx 88% 3 60 0 0.71% 5.05%
Global Real Estate FIREX firex 84% 3 60 0 1.2% 1.91%
REAL ESTATE FSRVX fsrvx 0% 3 60 0 0.12% 3.34%
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX mgemx 89% 3 60 0 0.95% 2.66%
DIVERSIFIED EMERGING MKTS USEMX usemx 86% 3 60 0 1.47% 1.98%
DIVERSIFIED EMERGING MKTS FKEMX fkemx 74% 3 60 0 0.9% 1.34%
China Region FHKCX fhkcx 66% 3 60 0 1.53% 1.91%
Latin America Stock FLATX flatx 57% 3 60 0 0.86% 4.65%
DIVERSIFIED EMERGING MKTS TEDMX tedmx 46% 3 60 0 1.63% 3.57%
DIVERSIFIED EMERGING MKTS RNWGX rnwgx 42% 3 60 0 1.03% 3.05%
DIVERSIFIED EMERGING MKTS FEDDX feddx 37% 3 60 0 1.19% 2.27%
DIVERSIFIED EMERGING MKTS FTEMX ftemx 37% 3 60 0 1.1% 3.33%
DIVERSIFIED EMERGING MKTS FPMAX fpmax 0% 3 60 0 0.22% 1.87%
DIVERSIFIED EMERGING MKTS FLILX flilx 0% 3 60 0 1.3% 0.01%
DIVERSIFIED EMERGING MKTS FEMEX femex 0% 3 60 0 1.31% 6.42%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX fpbfx 100% 3 60 0 1.12% 5.43%
Foreign Large Blend OAKIX oakix 100% 3 60 0 0.75% 1.91%
WORLD STOCK FWWFX fwwfx 99% 3 60 0 0.95% 1.08%
Foreign Large Value AAIPX aaipx 98% 3 60 0 1.97% 5.07%
Foreign Large Blend GIGSX gigsx 95% 3 60 0 1.74% 1.56%
WORLD STOCK MDISX mdisx 94% 3 60 0 1.45% 7.56%
WORLD STOCK MSFAX msfax 93% 3 60 0 1.16% 2.11%
Foreign Large Blend MSACX msacx 93% 3 60 0 0.85% 3.46%
Foreign Large Blend ARTIX artix 91% 3 60 0 0.97% 1.89%
FOREIGN SMALL/MID GROWTH PRIDX pridx 88% 3 60 0 1.23% 2.18%
JAPAN STOCK FJPNX fjpnx 86% 3 60 0 1.13% 3.79%
Foreign Large Growth USIFX usifx 85% 3 60 0 1.02% 2.03%
FOREIGN SMALL/MID GROWTH FISMX fismx 84% 3 60 0 1.43% 2.03%
PACIFIC/ASIA EX-JAPAN STK FSEAX fseax 82% 3 60 0 1.18% 0.08%
Foreign Large Value TFFAX tffax 80% 3 60 0 0.85% 2.95%
FOREIGN SMALL/MID GROWTH FSCOX fscox 78% 3 60 0 1.3% 3.9%
Foreign Large Growth FIVFX fivfx 77% 3 60 0 0.8% 0.43%
Foreign Large Blend CWVIX cwvix 76% 3 60 0 1.89% 0.99%
Foreign Large Growth FIGFX figfx 73% 3 60 0 0.89% 0.52%
Foreign Large Blend FDIKX fdikx 72% 3 60 0 0.99% 4.55%
Foreign Large Blend FIDKX fidkx 72% 3 60 0 0.99% 2.11%
Foreign Large Blend FOSKX foskx 71% 3 60 0 0.95% 1.22%
Foreign Large Blend FTIEX ftiex 71% 3 60 0 1.55% 1.44%
WORLD STOCK TWDAX twdax 70% 3 60 0 0.81% 0.98%
Foreign Large Value FIVLX fivlx 66% 3 60 0 1.55% 2.28%
EUROPE STOCK FIEUX fieux 60% 3 60 0 0.76% 1.69%
JAPAN STOCK FJSCX fjscx 59% 3 60 0 0.91% 2.94%
Miscellaneous Region FICDX ficdx 52% 3 60 0 0.86% 3.58%
Miscellaneous Region FNORX fnorx 51% 3 60 0 0.94% 0.05%
Foreign Large Blend MIQBX miqbx 44% 3 60 0 1.8% 2.48%
WORLD STOCK RNPGX rnpgx 33% 3 60 0 1.47% 6.09%
WORLD STOCK RWIGX rwigx 33% 3 60 0 0.53% 4.13%
WORLD STOCK RLLGX rllgx 33% 3 60 0 0.66% 1.08%
Foreign Large Blend RERGX rergx 32% 3 60 0 0.9% 4.06%
WORLD STOCK FGILX fgilx 17% 3 60 0 0.98% 1.37%
Foreign Small/Mid Value FINEX finex 0% 3 60 0 1.55% 2%
Foreign Large Blend FSIVX fsivx 0% 3 60 0 0.07% 2.44%
Foreign Large Blend FSGDX fsgdx 0% 3 60 0 0.18% 2.29%
Foreign Large Blend FMJDX fmjdx 0% 3 60 0 1.2% 16.47%
Foreign Large Blend MKIEX mkiex 0% 3 60 0 1.16% 89.12%
Foreign Large Blend FIENX fienx 0% 3 60 0 0.63% 5.66%
Others
Moderate Allocation PRWCX prwcx 99% 3 60 0 0.98% 4.45%
Target Date 2021-2025 VTTVX vttvx 97% 3 60 0 0.08% 4.17%
Consumer Defensive FDFAX fdfax 97% 3 60 0 1.01% 5.69%
Retirement Income VTINX vtinx 97% 3 60 0 0.08% 4.26%
Financial FSPCX fspcx 97% 3 60 0 0.81% 9.27%
Target Date 2031-2035 VTTHX vtthx 96% 3 60 0 0.08% 2.69%
Industrials FSRFX fsrfx 96% 3 60 0 0.76% 3.18%
Equity Energy FNARX fnarx 96% 3 60 0 0.77% 1.56%
Conservative Allocation FTANX ftanx 95% 3 60 0 0.83% 3.03%
Conservative Allocation FASIX fasix 95% 3 60 0 0.83% 3.39%
Conservative Allocation FSRRX fsrrx 94% 3 60 0 0.95% 5.33%
Moderate Allocation FPACX fpacx 92% 3 60 0 1.06% 3.04%
Moderate Allocation OAKBX oakbx 91% 3 60 0 0.83% 3.13%
Aggressive Allocation FFNOX ffnox 87% 3 60 0 0.11% 3.53%
Aggressive Allocation FAMRX famrx 85% 3 60 0 1.23% 1.47%
Moderate Allocation TRPBX trpbx 84% 3 60 0 0.71% 3.42%
Target Date 2051 VFFVX vffvx 80% 3 60 0 0.08% 2.42%
EQUITY PRECIOUS METALS FSAGX fsagx 78% 3 60 0 0.77% 0.61%
Health FSMEX fsmex 78% 3 60 0 0.84% 2.09%
Utilities FSUTX fsutx 78% 3 60 0 0.74% 5.74%
Moderate Allocation AADBX aadbx 77% 3 60 0 1.03% 2.56%
Convertibles FCVSX fcvsx 77% 3 60 0 1.04% 2.48%
Technology FSCSX fscsx 77% 3 60 0 0.69% 11.29%
Industrials FSDAX fsdax 76% 3 60 0 0.75% 8.46%
Equity Energy FSENX fsenx 76% 3 60 0 0.83% 2.22%
Moderate Allocation FASMX fasmx 76% 3 60 0 0.92% 2.38%
Natural Resources FSCHX fschx 76% 3 60 0 0.75% 11.17%
Technology FBSOX fbsox 76% 3 60 0 0.73% 11.19%
Utilities FIUIX fiuix 76% 3 60 0 0.73% 7.17%
Moderate Allocation USCRX uscrx 75% 3 60 0 1.18% 2.25%
Natural Resources FSDPX fsdpx 75% 3 60 0 0.76% 5.13%
Target Date 2046-2050 VFIFX vfifx 75% 3 60 0 0.08% 2.45%
Health FPHAX fphax 75% 3 60 0 0.76% 4.74%
Consumer Cyclical FDLSX fdlsx 75% 3 60 0 0.74% 2.82%
Moderate Allocation FASGX fasgx 75% 3 60 0 0.97% 1.86%
Communications FWRLX fwrlx 75% 3 60 0 0.79% 6.58%
Technology FDCPX fdcpx 75% 3 60 0 0.73% 1.34%
Communications FSTCX fstcx 75% 3 60 0 1.13% 2.99%
Health FSHCX fshcx 74% 3 60 0 0.73% 4.31%
Equity Energy FSESX fsesx 74% 3 60 0 0.91% 3.18%
Industrials FCYIX fcyix 74% 3 60 0 0.76% 6.18%
Equity Energy FSNGX fsngx 74% 3 60 0 0.92% 3.25%
Health FSPHX fsphx 74% 3 60 0 0.69% 3.32%
Industrials FSLEX fslex 74% 3 60 0 0.79% 0.5%
Technology FSPTX fsptx 74% 3 60 0 0.7% 0%
Industrials FSAIX fsaix 73% 3 60 0 0.85% 19.53%
Consumer Cyclical FSRPX fsrpx 72% 3 60 0 0.72% 15.41%
Consumer Cyclical FSHOX fshox 72% 3 60 0 0.77% 2.28%
Financial FSLBX fslbx 72% 3 60 0 0.75% 1.64%
Consumer Cyclical FSCPX fscpx 72% 3 60 0 0.76% 2.94%
Consumer Cyclical FSAVX fsavx 71% 3 60 0 0.89% 0.97%
Technology FSDCX fsdcx 71% 3 60 0 0.87% 12.72%
Consumer Cyclical FBMPX fbmpx 71% 3 60 0 1.07% 3.63%
Conservative Allocation FFANX ffanx 71% 3 60 0 0.57% 2.69%
Technology FSELX fselx 71% 3 60 0 0.69% 8.7%
Financial FSRBX fsrbx 70% 3 60 0 0.75% 4.17%
Target Date 2036-2040 VFORX vforx 70% 3 60 0 0.08% 2.6%
Financial FIDSX fidsx 70% 3 60 0 0.75% 2.95%
Target Date 2026-2030 VTHRX vthrx 70% 3 60 0 0.08% 2.79%
Moderate Allocation FBAKX fbakx 69% 3 60 0 0.5% 2.7%
Financial FSVLX fsvlx 69% 3 60 0 0.87% 0%
Moderate Allocation FPUKX fpukx 69% 3 60 0 0.5% 5.85%
Moderate Allocation FSANX fsanx 69% 3 60 0 1.24% 2.07%
Target Date 2016-2020 VTWNX vtwnx 66% 3 60 0 0.08% 6.32%
World Allocation MBAAX mbaax 64% 3 60 0 0.72% 0%
World Allocation CAIBX caibx 62% 3 60 0 0.26% 3.68%
Industrials FSCGX fscgx 32% 3 60 0 0.84% 20.11%
Moderate Allocation CBAIX cbaix 25% 3 60 0 1.67% 2.78%
Moderate Allocation RLBGX rlbgx 21% 3 60 0 0.31% 2.94%
Money Market-Taxable FDRXX fdrxx 13% 3 60 0 NA 3.3%
Money Market-Taxable SPAXX spaxx 10% 3 60 0 NA 4.11%
ROOT CASH for FDRXX, SPAXX, SPRXX, FGMXX, FDLXX 0% 0 60 0 NA 2.67%
Money Market-Taxable FDLXX fdlxx 0% 3 60 0 NA 0.4%
Money Market-Taxable FGMXX fgmxx 0% 3 60 0 NA NA
Money Market-Taxable SPRXX sprxx 0% 3 60 0 NA 0.41%
Target Date 2011-2015 VTXVX vtxvx 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX vtenx 0% 3 60 0 0.17% 7.48%
World Allocation FDYSX fdysx 0% 3 60 0 1.08% 15.89%
World Allocation FGBLX fgblx 0% 3 60 0 1.06% 23.93%
Target Date 2046-2050 FFKHX ffkhx 0% 3 60 0 0.64% 3.89%
Target Date 2041-2045 FFKGX ffkgx 0% 3 60 0 0.63% 3.92%
Target Date 2031-2035 FKTHX fkthx 0% 3 60 0 0.62% 4.48%
Target Date 2026-2030 FFKEX ffkex 0% 3 60 0 0.59% 3.82%
Target Date 2021-2025 FKTWX fktwx 0% 3 60 0 0.58% 4.63%
Target Date 2016-2020 FFKDX ffkdx 0% 3 60 0 0.54% 3.87%
Target Date 2011-2015 FKVFX fkvfx 0% 3 60 0 0.51% 6.93%
Target Date 2000-2010 FFKCX ffkcx 0% 3 60 0 0.5% 6.98%
Target Date 2000-2010 FFKVX ffkvx 0% 3 60 0 0.46% 5.14%
FIXED INCOME
Short-Term Bond FSHBX fshbx 100% 3 60 0 0.5% 3.55%
Intermediate-Term Bond JFLEX jflex 97% 3 60 0 0.7% 4.53%
Intermediate-Term Bond PTTRX pttrx 97% 3 60 0 0.83% 4.06%
Intermediate Government FSTGX fstgx 97% 3 60 0 0.45% 2.42%
High Yield Bond SPHIX sphix 92% 3 60 0 1.16% 5.91%
High Yield Bond FAGIX fagix 91% 3 60 0 0.93% 5.64%
Intermediate Government FGOVX fgovx 91% 3 60 0 0.76% 2.81%
Short-Term Bond PTLDX ptldx 90% 3 60 0 1.05% 4.11%
Emerging Markets Bond FNMIX fnmix 89% 3 60 0 0.82% 5.85%
High Yield Bond FHIFX fhifx 88% 3 60 0 0.75% 4.69%
Intermediate Government FGMNX fgmnx 87% 3 60 0 0.45% 3.5%
SHORT GOVERNMENT FFXSX ffxsx 87% 3 60 0 0.3% 2.42%
Intermediate Government USGNX usgnx 85% 3 60 0 0.42% 3.37%
Intermediate-Term Bond FTBFX ftbfx 81% 3 60 0 0.5% 4.22%
Intermediate-Term Bond USAIX usaix 80% 3 60 0 0.54% 3.67%
Intermediate-Term Bond FTHRX fthrx 78% 3 60 0 0.45% 3.24%
Intermediate-Term Bond FMSFX fmsfx 78% 3 60 0 0.45% 3.63%
Intermediate-Term Bond WATFX watfx 76% 3 60 0 0.42% 3.95%
WORLD BOND CGFIX cgfix 76% 3 60 0 0.67% 9.69%
Intermediate-Term Bond FBNDX fbndx 76% 3 60 0 0.76% 3.78%
Multisector Bond FSICX fsicx 74% 3 60 0 0.7% 3.83%
High Yield Bond PHIYX phiyx 72% 3 60 0 0.66% 6.12%
LONG GOVERNMENT PGOVX pgovx 61% 3 60 0 1.39% 3.06%
Intermediate-Term Bond NCRIX ncrix 52% 3 60 0 1.54% 4.07%
WORLD BOND TGBAX tgbax 52% 3 60 0 0.64% 4.45%
Intermediate-Term Bond MFXAX mfxax 35% 3 60 0 0.77% 4.18%
Intermediate-Term Bond FCBFX fcbfx 32% 3 60 0 0.81% 3.95%
High Yield Bond FGHNX fghnx 30% 3 60 0 0.9% 4.97%
WORLD BOND FGBFX fgbfx 25% 3 60 0 0.5% 3.52%
ULTRASHORT BOND STADX stadx 0% 3 60 0 0.74% 0.72%
Short-Term Bond SSTBX sstbx 0% 3 60 0 0.84% 1.24%
Intermediate-Term Bond FSITX fsitx 0% 3 60 0 0.11% 2.65%
SHORT GOVERNMENT FSBAX fsbax 0% 3 60 0 0.07% 1.53%
LONG GOVERNMENT FLBAX flbax 0% 3 60 0 0.07% 2.86%
Intermediate Government FIBAX fibax 0% 3 60 0 0.07% 2.11%
Inflation-Protected Bond FSIYX fsiyx 0% 3 60 0 0.09% 1.42%
High Yield Bond FSADX fsadx 0% 3 60 0 NA 4.64%
Intermediate-Term Bond FWHBX fwhbx 0% 3 60 0 NA 1.99%
WORLD BOND PIGLX piglx 0% 3 60 0 0.57% 10.5%
WORLD BOND FINUX finux 0% 3 60 0 0.75% 2.01%
Inflation-Protected Bond FINPX finpx 0% 3 60 0 0.45% 5.42%
ULTRASHORT BOND FCONX fconx 0% 3 60 0 0.35% 2.25%
Short-Term Bond AALPX aalpx 0% 3 60 0 0.79% 0.55%
Muni Ohio FBOIX fboix 0% 3 60 0 1.18% 2.84%
Intermediate-Term Bond VBTLX vbtlx 0% 3 60 0 0.15% 3.19%
US EQUITY
MID-CAP BLEND ARGFX argfx 100% 3 60 0 0.68% 5.45%
Small Growth PENNX pennx 100% 3 60 0 0.96% 5.6%
LARGE BLEND OAKMX oakmx 99% 3 60 0 0.63% 1.21%
LARGE BLEND FLCSX flcsx 96% 3 60 0 0.76% 3.18%
LARGE GROWTH ALARX alarx 95% 3 60 0 1.68% 9.11%
LARGE GROWTH SGRNX sgrnx 94% 3 60 0 1.91% 7.71%
LARGE BLEND OAKLX oaklx 92% 3 60 0 0.98% 0.62%
Mid-Cap Growth NBGIX nbgix 91% 3 60 0 1.34% 3.42%
SMALL VALUE FCPVX fcpvx 91% 3 60 0 1.5% 5.83%
MID-CAP VALUE JMVAX jmvax 91% 3 60 0 0.91% 10.06%
SMALL BLEND FSCRX fscrx 90% 3 60 0 1.07% 5.06%
LARGE VALUE EILVX eilvx 90% 3 60 0 0.77% 3.32%
Small Growth ALSRX alsrx 89% 3 60 0 1.73% 0%
LARGE GROWTH FTRNX ftrnx 88% 3 60 0 0.58% 5.41%
LARGE GROWTH FTQGX ftqgx 88% 3 60 0 0.47% 0.72%
Small Growth FCPGX fcpgx 87% 3 60 0 1.32% 0%
SMALL BLEND CSVIX csvix 87% 3 60 0 0.94% 0.34%
LARGE GROWTH FMILX fmilx 87% 3 60 0 0.89% 4.38%
LARGE VALUE NFJEX nfjex 87% 3 60 0 1.04% 14.77%
Mid-Cap Growth NBMTX nbmtx 86% 3 60 0 1.31% 3.55%
LARGE VALUE NBPTX nbptx 84% 3 60 0 0.51% 2.18%
LARGE GROWTH DREQX dreqx 83% 3 60 0 0.78% 4.02%
SMALL BLEND FSLCX fslcx 82% 3 60 0 0.67% 0.02%
Mid-Cap Growth CCPIX ccpix 82% 3 60 0 0.93% 0.17%
LARGE GROWTH NBGTX nbgtx 82% 3 60 0 1.17% 4.78%
LARGE VALUE ACGMX acgmx 81% 3 60 0 0.79% 13.74%
LARGE VALUE MUTHX muthx 81% 3 60 0 1.25% 6.36%
LARGE GROWTH GXXIX gxxix 80% 3 60 0 0.97% 0.32%
LARGE GROWTH CEYIX ceyix 79% 3 60 0 0.59% 1.88%
LARGE BLEND NBFCX nbfcx 79% 3 60 0 1.12% 0.42%
Mid-Cap Growth ALMRX almrx 78% 3 60 0 1.91% 0%
LARGE VALUE AADEX aadex 78% 3 60 0 0.94% 5.79%
MID-CAP VALUE FSMVX fsmvx 77% 3 60 0 1.08% 1.74%
LARGE VALUE FSLVX fslvx 74% 3 60 0 1.94% 4.42%
LARGE VALUE FSDIX fsdix 74% 3 60 0 0.68% 5.91%
LARGE GROWTH USAAX usaax 74% 3 60 0 0.82% 7.45%
Small Growth RHJSX rhjsx 73% 3 60 0 1.25% 21.36%
Mid-Cap Growth FSGAX fsgax 73% 3 60 0 0.85% 0%
LARGE VALUE FBCVX fbcvx 71% 3 60 0 0.63% 3.9%
SMALL BLEND FDSCX fdscx 71% 3 60 0 1.46% 0.27%
LARGE BLEND FGRTX fgrtx 70% 3 60 0 0.51% 2.34%
LARGE GROWTH FBGKX fbgkx 68% 3 60 0 0.76% 1.16%
LARGE GROWTH FCAKX fcakx 68% 3 60 0 0.83% 3.91%
Mid-Cap Growth FAGKX fagkx 68% 3 60 0 0.72% 0.19%
LARGE GROWTH FCNKX fcnkx 68% 3 60 0 0.55% 3.87%
LARGE GROWTH FFDKX ffdkx 68% 3 60 0 0.45% 2.85%
LARGE GROWTH FGCKX fgckx 68% 3 60 0 0.79% 4.47%
Mid-Cap Growth FKMCX fkmcx 68% 3 60 0 0.85% 2.98%
LARGE VALUE FEIKX feikx 68% 3 60 0 0.57% 5.01%
MID-CAP VALUE FVLKX fvlkx 68% 3 60 0 0.75% 4.4%
LARGE GROWTH FGDKX fgdkx 68% 3 60 0 0.68% 3.1%
LARGE VALUE FETKX fetkx 68% 3 60 0 0.58% 5.79%
LARGE GROWTH FMGKX fmgkx 68% 3 60 0 0.68% 1.91%
LARGE GROWTH FOCKX fockx 67% 3 60 0 0.81% 0.1%
MID-CAP BLEND LMCYX lmcyx 67% 3 60 0 1.26% 1.71%
LARGE BLEND USISX usisx 67% 3 60 0 0.68% 6.38%
LARGE GROWTH NBSLX nbslx 65% 3 60 0 1.3% 10.62%
LARGE BLEND FDEKX fdekx 64% 3 60 0 0.62% 5.37%
LARGE BLEND FDGKX fdgkx 64% 3 60 0 0.48% 4.02%
LARGE BLEND FGIKX fgikx 64% 3 60 0 0.57% 4.41%
LARGE BLEND FVDKX fvdkx 64% 3 60 0 0.8% 5.44%
MID-CAP BLEND FLCKX flckx 61% 3 60 0 0.74% 13.09%
MID-CAP BLEND FLPKX flpkx 61% 3 60 0 0.82% 17.57%
Mid-Cap Growth MACGX macgx 61% 3 60 0 1.03% 0%
LARGE VALUE FMIEX fmiex 60% 3 60 0 0.95% 3.1%
MID-CAP BLEND FVSKX fvskx 60% 3 60 0 0.75% 3.08%
LARGE GROWTH MSEGX msegx 57% 3 60 0 0.49% 0%
SMALL VALUE PVADX pvadx 57% 3 60 0 0.89% 12.13%
LARGE GROWTH GXXAX gxxax 52% 3 60 0 0.97% 0.12%
MID-CAP BLEND CAAPX caapx 46% 3 60 0 1.1% 6.64%
Small Growth MSSMX mssmx 46% 3 60 0 2.1% 0%
LARGE VALUE VVOAX vvoax 36% 3 60 0 0.97% 0.25%
Mid-Cap Growth BARAX barax 35% 3 60 0 1.33% 3.84%
Mid-Cap Growth BGRIX bgrix 27% 3 60 0 1.3% 1.83%
LARGE VALUE KDHAX kdhax 27% 3 60 0 0.8% 6.11%
LARGE GROWTH RGAGX rgagx 25% 3 60 0 0.3% 8.72%
LARGE BLEND LMVFX lmvfx 24% 3 60 0 0.7% 10.61%
LARGE GROWTH RAFGX rafgx 23% 3 60 0 0.49% 4.27%
LARGE GROWTH RNGGX rnggx 23% 3 60 0 0.53% 4.78%
LARGE VALUE RMFGX rmfgx 22% 3 60 0 0.38% 4.33%
LARGE VALUE RWMGX rwmgx 22% 3 60 0 0.26% 7.02%
LARGE BLEND RFNGX rfngx 20% 3 60 0 0.28% 6.83%
LARGE GROWTH FFTYX fftyx 20% 3 60 0 1.65% 4.09%
LARGE BLEND RICGX ricgx 20% 3 60 0 0.27% 5.98%
LARGE BLEND DIEQX dieqx 20% 3 60 0 1.09% 1.7%
LARGE GROWTH DWOAX dwoax 11% 3 60 0 0.78% 4.18%
Mid-Cap Growth APHMX aphmx 7% 3 60 0 0.96% 0%
Mid-Cap Growth DBMAX dbmax 6% 3 60 0 0.79% 0%
LARGE BLEND TFFIX tffix 5% 3 60 0 1.15% 1.4%
MID-CAP BLEND WOFNX wofnx 3% 3 60 0 0.72% 3.77%
Mid-Cap Growth FSSMX fssmx 2% 3 60 0 0.72% 0.89%
SMALL BLEND WFSVX wfsvx 0% 3 60 0 0.88% 33.33%
SMALL BLEND FSSVX fssvx 0% 3 60 0 0.24% 3.31%
SMALL BLEND FNAPX fnapx 0% 3 60 0 1.2% 17.59%
Small Growth RYLPX rylpx 0% 3 60 0 1.51% 15.78%
SMALL BLEND JCSIx jcsix 0% 3 60 0 1.14% 17.23%
SMALL BLEND FCPEX fcpex 0% 3 60 0 0.55% 1.76%
Mid-Cap Growth STDIX stdix 0% 3 60 0 1.3% 7.88%
Mid-Cap Growth STCSX stcsx 0% 3 60 0 1.3% 11.1%
MID-CAP BLEND FSEVX fsevx 0% 3 60 0 0.07% 4.47%
Mid-Cap Growth VGRJX vgrjx 0% 3 60 0 0.82% 20.14%
MID-CAP BLEND GTAVX gtavx 0% 3 60 0 0.87% 20.45%
Mid-Cap Growth FRSPX frspx 0% 3 60 0 1.25% 13.33%
Mid-Cap Growth MCMYX mcmyx 0% 3 60 0 0.87% 2.49%
LARGE GROWTH STRFX strfx 0% 3 60 0 0.36% 4.45%
LARGE BLEND FSTVX fstvx 0% 3 60 0 0.04% 0%
LARGE VALUE FKMOX fkmox 0% 3 60 0 0.99% 30.13%
LARGE GROWTH FMELX fmelx 0% 3 60 0 0.92% 34.92%
LARGE BLEND FLAUX flaux 0% 3 60 0 0.98% 30.54%
LARGE VALUE FLVEX flvex 0% 3 60 0 0.39% 7.33%
LARGE GROWTH FLGEX flgex 0% 3 60 0 0.39% 1.33%
LARGE BLEND FLCEX flcex 0% 3 60 0 0.39% 2.34%
LARGE GROWTH FDFKX fdfkx 0% 3 60 0 0.77% 8.93%
LARGE GROWTH FEXKX fexkx 0% 3 60 0 0.74% 1.71%
LARGE GROWTH MCFYX mcfyx 0% 3 60 0 0.98% 0.89%
LARGE BLEND FXSIX fxsix 0% 3 60 0 0.04% 2.05%
Average Expense Ratio: 0.83%
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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 4.2% 22.8% 9.7% 10.0% 6.4% 5.9%

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


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