Admin_Fidelity Extended Fund Picks
Investment Model Portfolios

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Total Available Funds: 520
Asset Class Ticker Description
US EQUITY
LARGE BLEND EXHAX Manning & Napier Pro-Blend Max Term S
LARGE VALUE BUFBX Buffalo Flexible Income
LARGE GROWTH ARTRX Artisan Global Opportunities Inv
LARGE VALUE HSFNX Hennessy Small Cap Financial Investor
LARGE GROWTH FDCAX Fidelity Capital Appreciation
LARGE BLEND FGRIX Fidelity Growth & Income
LARGE BLEND FGRTX Fidelity Mega Cap Stock
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv
LARGE BLEND DGAGX Dreyfus Appreciation
LARGE BLEND JRMSX INTECH U.S. Core T
LARGE BLEND PIXDX PIMCO Fundamental IndexPLUS TR D
LARGE BLEND WVALX Weitz Value
LARGE VALUE YAFFX Yacktman Focused Svc
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FTQGX Fidelity Focused Stock
LARGE GROWTH FDSVX Fidelity Growth Discovery
LARGE GROWTH FMILX Fidelity New Millennium
LARGE GROWTH FTRNX Fidelity Trend
LARGE GROWTH MFCFX Marsico Flexible Capital
LARGE GROWTH RYOCX Rydex NASDAQ-100 Inv
LARGE GROWTH TGCNX TCW Select Equities N
LARGE GROWTH PTSGX Touchstone Sands Capital Select Growth Z
LARGE GROWTH STRFX Wells Fargo Advantage Large Cap Gr Inv
LARGE VALUE FEQTX Fidelity Equity Dividend Income
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE VALUE FSDIX Fidelity Strategic Dividend & Income
LARGE VALUE PEIDX Allianz NFJ Dividend Value D
LARGE VALUE TWVLX American Century Value Inv
LARGE VALUE ARTLX Artisan Value Fund Investor Shares
LARGE VALUE CHDEX Cullen High Dividend Equity Retail
LARGE VALUE LCEIX Invesco Diversified Dividend Investor
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
MID-CAP BLEND FSLSX Fidelity Value Strategies
MID-CAP BLEND PESPX Dreyfus MidCap Index
MID-CAP BLEND NMMCX Northern Multi-Manager Mid Cap
MID-CAP BLEND UMBMX Scout Mid Cap
LARGE BLEND WPVLX Weitz Partners Value
MID-CAP BLEND SMCDX Wells Fargo Advantage Spec Md Cp Val Inv
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock
Mid-Cap Growth AKREX Akre Focus Retail
Mid-Cap Growth BGRFX Baron Growth Retail
Mid-Cap Growth VLEOX Value Line Emerging Opportunities
Mid-Cap Growth VALSX Value Line Premier Growth
Mid-Cap Growth STDIX Wells Fargo Advantage Discovery Inv
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
MID-CAP VALUE FDVLX Fidelity Value
MID-CAP VALUE PREDX Allianz NFJ Mid-Cap Value D
MID-CAP VALUE ACMVX American Century Mid Cap Value Inv
SMALL BLEND FSCRX Fidelity Small Cap Discovery
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp
SMALL BLEND ARSMX ASTON/River Road Select Value N
SMALL BLEND HDPSX Hodges Small Cap
Small Growth FCPGX Fidelity Small Cap Growth
Small Growth ARTSX Artisan Small Cap Investor
Small Growth JATTX Janus Triton T
Small Growth WGROX Wasatch Core Growth
SMALL VALUE FCPVX Fidelity Small Cap Value
LARGE VALUE ICMAX Intrepid Small Cap
SMALL VALUE JASCX James Small Cap
SMALL VALUE NOSGX Northern Small Cap Value
SMALL VALUE BPSCX Robeco Small Cap Value II Inv
SMALL VALUE WSCVX Walthausen Small Cap Value
SMALL BLEND BIAUX Brown Advisory Sm-Cp Fundamental Val I
Small Growth CCASX Conestoga Small Cap
SMALL BLEND FCPEX Fidelity Small Cap Enhanced Index
LARGE BLEND FLCSX Fidelity Large Cap Stock
LARGE VALUE FSHAX Nuveen Short Term Municipal Bond A
LARGE VALUE FSLVX Fidelity Stock Selec Lg Cp Val
LARGE BLEND GSRAX Goldman Sachs Rising Dividend Gr A
Mid-Cap Growth HFCSX Hennessy Focus Funds Investor
SMALL VALUE HWSAX Hotchkis and Wiley Small Cap Value A
MID-CAP VALUE NBHAX Neuberger Berman Equity Income A
LARGE VALUE OIEIX JPMorgan Equity Income A
MID-CAP BLEND OMEAX JPMorgan Market Expansion Index A
SMALL BLEND PCKDX PIMCO Small Cap StocksPLUS TR D
LARGE GROWTH PIGFX Pioneer Fundamental Growth A
LARGE BLEND PSTDX PIMCO StocksPLUS Total Return D
MID-CAP VALUE PYSAX Putnam Equity Spectrum A
Small Growth SASMX Legg Mason ClearBridge Small Cap Gr A
LARGE GROWTH SHRAX Legg Mason ClearBridge Aggressive Gr A
SMALL VALUE SKSEX Skyline Special Equities
LARGE VALUE SOPAX Legg Mason ClearBridge Equity Inc Bldr A
LARGE VALUE SVAAX Federated Strategic Value Dividend A
SMALL VALUE UBVAX Undiscovered Mgrs Behavioral Value A
LARGE BLEND AVEDX Ave Maria Rising Dividend
LARGE VALUE BUFOX Buffalo Micro Cap
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index
SMALL BLEND GABSX Gabelli Small Cap Growth AAA
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
SMALL BLEND GTCSX Glenmede Small Cap Equity Adv
Mid-Cap Growth GTSGX Madison Mosaic Mid Cap Y
Small Growth GWETX Managers AMG GW&K Small Cap Equity Inv
SMALL BLEND GWSVX Gabelli Focus Five AAA
MID-CAP BLEND HFMDX Hennessy Cornerstone Mid Cap 30 Inv
LARGE VALUE HWAAX Hotchkis and Wiley Value Opps A
Small Growth JAVTX Janus Venture T
LARGE VALUE LEIFX Federated Equity-Income A
LARGE GROWTH SBLGX Legg Mason ClearBridge Large Cap Gr A
Mid-Cap Growth TMCTX Touchstone Mid Cap Z
SMALL BLEND TVSVX Third Avenue Small Cap Value Investor
SMALL BLEND KSCOX Kinetics Small Cap Opportunities No Load
Small Growth DSGAX Dreyfus Select Managers Small Cap Gr A
Mid-Cap Growth DBMAX Dreyfus/The Boston Co Sm/Md Cp Gr A
LARGE BLEND OAKMX Oakmark I
LARGE GROWTH FNCMX Fidelity Nasdaq Composite Index
LARGE GROWTH RWGFX RiverPark/Wedgewood Retail
LARGE GROWTH GLCGX Goldman Sachs Struct Large Cap Gr A
SMALL BLEND TMFGX Motley Fool Great America
MID-CAP VALUE CBMDX Wells Fargo Advantage C&B Mid Cp Val Inv
MID-CAP BLEND DPSAX Dreyfus Structured Midcap A
MID-CAP VALUE AMPAX American Beacon Mid Cap Value Inv
MID-CAP BLEND PECAX JPMorgan Intrepid Mid Cap A
LARGE BLEND PRBLX Parnassus Equity Income - Inv
SMALL VALUE PREOX Perritt Ultra MicroCap
LARGE BLEND FVDFX Fidelity Value Discovery
Mid-Cap Growth FSSMX Fidelity Stock Selector Mid Cp
Others
Convertibles FCVSX Fidelity Convertible Securities
Moderate Allocation FBALX Fidelity Balanced
Moderate Allocation FPURX Fidelity Puritan
Moderate Allocation TWBIX American Century Balanced Inv
Moderate Allocation VILLX Villere Balanced Inv
World Allocation FGBLX Fidelity Global Balanced
World Allocation FDYSX Fidelity Global Strategies
Communications FBMPX Fidelity Select Multimedia
Communications FSTCX Fidelity Select Telecommunications
Communications FWRLX Fidelity Select Wireless
Consumer Cyclical FSCPX Fidelity Select Consumer Discretionary
Consumer Cyclical FSRPX Fidelity Select Retailing
Consumer Defensive FDFAX Fidelity Select Consumer Staples
Consumer Defensive RYCIX Rydex Consumer Products Inv
Equity Energy FSENX Fidelity Select Energy
Equity Energy FSESX Fidelity Select Energy Service
Equity Energy ICENX ICON Energy S
Equity Energy FSTEX Invesco Energy Inv
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold
EQUITY PRECIOUS METALS BGEIX American Century Global Gold Inv
EQUITY PRECIOUS METALS GOLDX Gabelli Gold AAA
EQUITY PRECIOUS METALS FGLDX Invesco Gold & Precious Metals Invstor
EQUITY PRECIOUS METALS TGLDX Tocqueville Gold
Financial FSRBX Fidelity Select Banking
Financial FSVLX Fidelity Select Consumer Finance
Financial FSPCX Fidelity Select Insurance
Health FBIOX Fidelity Select Biotechnology
Health FSPHX Fidelity Select Health Care
Health FSHCX Fidelity Select Medical Delivery
Health FPHAX Fidelity Select Pharmaceuticals
Industrials FSDAX Fidelity Select Defense & Aerospace
Industrials FSCGX Fidelity Select Industrial Equipment
Industrials FCYIX Fidelity Select Industrials
Industrials FSRFX Fidelity Select Transportation
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemicals
MISCELLANEOUS SECTOR FSHOX Fidelity Select Construction & Housing
MISCELLANEOUS SECTOR FBSOX Fidelity Select IT Services
Natural Resources FSDPX Fidelity Select Materials
Natural Resources FNARX Fidelity Select Natural Resources
Technology FDCPX Fidelity Select Computers
Technology FSCSX Fidelity Select Software & Comp
Technology FSPTX Fidelity Select Technology
Utilities FIUIX Fidelity Telecom and Utilities
Conservative Allocation GLRBX James Balanced: Golden Rainbow R
Conservative Allocation BAICX BlackRock Multi-Asset Income Investor A
Conservative Allocation CAPAX Federated Capital Income A
Natural Resources CFWAX Calvert Global Water A
World Allocation CVLOX Calamos Global Growth & Income A
Technology DTGRX Dreyfus Technology Growth A
Natural Resources EBERX Putnam Global Natural Resources A
Consumer Cyclical FDLSX Fidelity Select Leisure
Aggressive Allocation FFNOX Fidelity Four-in-One Index
Conservative Allocation FMUAX Federated Muni and Stock Advantage A
Industrials FSAIX Fidelity Select Air Transportation
Communications FSDCX Fidelity Select Communications Equip
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt
Conservative Allocation FSRRX Fidelity Strategic Real Return
Technology FTCHX Invesco Technology Investor
Natural Resources GHAAX Van Eck Global Hard Assets A
World Allocation GOIAX Goldman Sachs Growth & Inc Strat A
World Allocation GXSAX Goldman Sachs Satellite Strategies A
EQUITY PRECIOUS METALS INIVX Van Eck Intl Investors Gold A
Moderate Allocation KTRAX DWS Global Income Builder A
Natural Resources MDGRX BlackRock Natural Resources Inv A
Convertibles PCONX Putnam Convertible Securities A
World Allocation PGBAX Principal Global Div Inc A
Moderate Allocation PGEOX George Putnam Balanced A
Moderate Allocation PVSAX Putnam Capital Spectrum A
Health RYBOX Rydex Biotechnology A
Consumer Defensive RYPDX Rydex Consumer Products A
Aggressive Allocation SAGPX Principal SAM Conservative Growth A
Health SHSAX BlackRock Health Sciences Opps Inv A
Communications TISHX DWS Communications A
Natural Resources FFGCX Fidelity Global Cmdty Stk
Convertibles ANZDX Allianz AGIC Convertible D
Moderate Allocation MBAAX Morgan Stanley Inst Balanced P
World Allocation MDLOX BlackRock Global Allocation Inv A
World Allocation PMARX Pioneer Multi-Asset Real Return A
Health GTHIX Invesco Global Health Care Invstor
Technology KTCAX DWS Technology A
Technology HFGAX Henderson Global Technology A
NotFound TGLOX TGLOX
Technology DGTNX Allianz RCM Technology D
Utilities BULIX American Century Utilities Inv
Utilities GASFX FBR Gas Utility Index Investor
Health JAGLX Janus Global Life Sciences T
Technology JAGTX Janus Global Technology T
Technology FSELX Fidelity Select Electronics
Utilities FSUTX Fidelity Select Utilities Portfolio
Equity Energy FSNGX Fidelity Select Natural Gas
Health RYOIX Rydex Biotechnology Inv
Health ICHCX ICON Healthcare S
Technology WFTZX Wells Fargo Advantage Spclzd Tech Inv
Natural Resources AWTDX Allianz RCM Global Water D
Health SUHAX DWS Health Care A
Health ETHSX Eaton Vance Worldwide Health Sci A
Technology ROGSX Red Oak Technology Select
Financial SBFAX Legg Mason Inv Counsel Fincl Svcs A
Moderate Allocation HEIFX Hennessy Equity and Income Investor
Moderate Allocation MDCPX BlackRock Balanced Capital Inv A
Conservative Allocation GSBFX Goldman Sachs Balanced A
Moderate Allocation CSIFX Calvert Balanced A
Moderate Allocation OAKBX Oakmark Equity & Income I
Financial FIDSX Fidelity Select Financial Services
World Allocation JSPMX Janus Moderate Allocation T
Communications GABTX GAMCO Global Telecommunications AAA
World Allocation GGSAX Goldman Sachs Growth Strat A
Conservative Allocation OICAX JPMorgan Investor Conservative Growth A
World Allocation GDAFX Goldman Sachs Dynamic Allocation A
EQUITY PRECIOUS METALS SGDAX DWS Gold & Precious Metals A
Emerging Market
China Region FHKCX Fidelity China Region
DIVERSIFIED EMERGING MKTS FEMEX Fidelity EMEA
DIVERSIFIED EMERGING MKTS AEMGX Acadian Emerging Markets Instl
DIVERSIFIED EMERGING MKTS NMMEX Northern Multi-Manager Emerging Mkt Eq
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Markets Instl
DIVERSIFIED EMERGING MKTS WAEMX Wasatch Emerging Markets Small Cap
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
DIVERSIFIED EMERGING MKTS HLEMX Harding Loevner Emerging Markets Advisor
DIVERSIFIED EMERGING MKTS JEEAX JPMorgan Emerging Economies A
DIVERSIFIED EMERGING MKTS MMKBX Morgan Stanley Inst Emerging Mkts P
DIVERSIFIED EMERGING MKTS GERAX Goldman Sachs Struct Emerg Mkt Eq A
DIVERSIFIED EMERGING MKTS TWMIX American Century Emerging Markets Inv
DIVERSIFIED EMERGING MKTS BEXFX Baron Emerging Markets Retail
DIVERSIFIED EMERGING MKTS HLMOX Harding Loevner Frontier Emerg Mkts Inv
China Region JCHAX JPMorgan China Region A
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
DIVERSIFIED PACIFIC/ASIA MPACX Matthews Asia Growth Investor
EUROPE STOCK FIEUX Fidelity Europe
EUROPE STOCK FNORX Fidelity Nordic
EUROPE STOCK EGINX Invesco European Growth Investor
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Foreign Large Blend ARTIX Artisan International Inv
Foreign Large Blend LISOX Lazard Intl Strategic Equity Open
Foreign Large Blend OAKIX Oakmark International I
Foreign Large Blend PPUDX PIMCO Intl StkPLUS TR Strat (Unhedged) D
Foreign Large Growth FICDX Fidelity Canada
Foreign Large Growth FIVFX Fidelity International Capital Apprec
Foreign Large Growth TWIEX American Century Intl Growth Inv
Foreign Large Value AFJDX Allianz NFJ International Value D
Foreign Large Value AAIPX American Beacon Intl Equity Inv
Foreign Large Value QFVOX Pear Tree Polaris Foreign Value Ord
Foreign Large Value TWWDX Thomas White International Investor
FOREIGN SMALL/MID GROWTH FSCOX Fidelity International Small Cap Opp
FOREIGN SMALL/MID GROWTH WAIGX Wasatch International Growth
FOREIGN SMALL/MID GROWTH WAIOX Wasatch International Opportunities
FOREIGN SMALL/MID GROWTH WTIFX Westcore International Small Cap
JAPAN STOCK FJPNX Fidelity Japan
JAPAN STOCK FJSCX Fidelity Japan Smaller Companies
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
PACIFIC/ASIA EX-JAPAN STK MSMLX Matthews Asia Small Companies
PACIFIC/ASIA EX-JAPAN STK MACSX Matthews Asian Growth & Inc Investor
PACIFIC/ASIA EX-JAPAN STK MAPTX Matthews Pacific Tiger Investor
WORLD STOCK FWWFX Fidelity Worldwide
WORLD STOCK ARTGX Artisan Global Value Investor
WORLD STOCK BABDX BlackRock Global Dividend Income Inv A
Foreign Large Growth CIGRX Calamos International Growth A
Foreign Large Growth DISAX Dreyfus International Stock A
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation
Foreign Large Growth FIGFX Fidelity International Growth
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
Foreign Large Blend FOSFX Fidelity Overseas
Foreign Large Blend FTIEX Fidelity Total International Equity
Foreign Small/Mid Value GICAX Goldman Sachs Structured Intl Small Cp A
Foreign Small/Mid Blend GISAX Goldman Sachs Intl Small Cap A
Foreign Small/Mid Blend GLFOX Lazard Global Listed Infras Port Open
EUROPE STOCK HFEAX Henderson European Focus A
Foreign Large Growth HLMNX Harding Loevner International Eq Inv
Foreign Large Value IVFAX Federated Intl Strategic Val Dividend A
DIVERSIFIED PACIFIC/ASIA MDPCX BlackRock Pacific Inv A
Foreign Small/Mid Blend MISAX Munder International Small-Cap A
WORLD STOCK MSFBX Morgan Stanley Inst Glbl Franchise P
Foreign Large Blend PIPDX PIMCO International StocksPLUS TR Str D
Foreign Small/Mid Value QUSOX Pear Tree Polaris Fgn Val Sm Cap Ord
WORLD STOCK TOLLX DWS RREEF Global Infrastructure A
Foreign Small/Mid Value TVIVX Third Avenue International Value Inv
Foreign Large Value CIHDX Cullen International High Dividend Retl
FOREIGN SMALL/MID GROWTH ISCAX Federated International Small-Mid Co A
Foreign Small/Mid Blend OAKEX Oakmark International Small Cap I
Foreign Large Growth UMBWX Scout International
Foreign Small/Mid Value PNVAX Putnam International Capital Opp A
FOREIGN SMALL/MID GROWTH OBIOX Oberweis International Opportunities
WORLD STOCK WAGTX Wasatch World Innovators
EUROPE STOCK VEUAX JPMorgan Intrepid European A
Foreign Large Growth JOHAX JOHCM International Select II
WORLD STOCK DEQAX Dreyfus Global Equity Income A
JAPAN STOCK MJFOX Matthews Japan Investor
FOREIGN SMALL/MID GROWTH ALODX Allianz AGIC International Gr Opps D
EUROPE STOCK MDEFX BlackRock EuroFund Inv A
Foreign Large Blend MIQBX Morgan Stanley Inst International Eq P
Foreign Large Value BIIEX Brandes International Equity I
Foreign Large Blend CWVGX Calvert International Equity A
FIXED INCOME
Muni California Long FCTFX Fidelity California Municipal Income
Muni National Interm FLTMX Fidelity Intermediate Municipal Income
Muni National Long FHIGX Fidelity Municipal Income
Muni National Short FSTFX Fidelity Short-Intermediate Muni Income
Muni New Jersey FNJHX Fidelity New Jersey Municipal Income
Muni New York Long FTFMX Fidelity New York Municipal Income
Muni Pennsylvania FPXTX Fidelity Pennsylvania Municipal Income
Muni Single State Interm FICNX Fidelity Connecticut Municipal Income
Muni Single State Interm SMDMX Fidelity Maryland Municipal Income
Muni Single State Interm FMHTX Fidelity Michigan Municipal Income
Muni Single State Interm KTXIX Commerce KS Tax Free Interm Bd
Muni Single State Interm CFMOX Commerce MO Tax-Free Int Bd
Muni Single State Interm WTCOX Westcore CO Tax-Exempt
Muni Single State Long FSAZX Fidelity Arizona Municipal Income
Muni Single State Short FCSTX Fidelity CA S/I Tax-Free Bond
Emerging Markets Bond PEMDX PIMCO Emerging Markets Bond D
Emerging Markets Bond TGINX TCW Emerging Markets Income N
High Yield Bond STHYX Wells Fargo Advantage High Income Inv
Inflation-Protected Bond ACITX American Century Infl-Adj Bond Inv
Inflation-Protected Bond PRRDX PIMCO Real Return D
Inflation-Protected Bond WATPX Western Asset Inflation Idxd Plus Bd FI
Intermediate Government FGMNX Fidelity GNMA Fund
Intermediate Government FGOVX Fidelity Government Income
Intermediate Government FIBIX Fidelity Spartan Interm Tr Bd Idx Inv
Intermediate Government BGNMX American Century Ginnie Mae Inv
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate-Term Bond BCOSX Baird Core Plus Bond Inv
Intermediate-Term Bond JAFIX Janus Flexible Bond T
Intermediate-Term Bond TGFNX TCW Core Fixed-Income N
Intermediate-Term Bond WAPIX Western Asset Core Bond FI
Intermediate-Term Bond WACIX Western Asset Core Plus Bond FI
LONG GOVERNMENT BTTRX American Century Zero Coupon 2025 Inv
LONG GOVERNMENT WHOSX Wasatch-Hoisington US Treasury
Multisector Bond PDVDX PIMCO Diversified Inc D
Multisector Bond PONDX PIMCO Income D
SHORT GOVERNMENT TWUSX American Century Short-Term Govt Inv
Short-Term Bond FSHBX Fidelity Short-Term Bond
Short-Term Bond ACSNX American Century Short Duration Inv
Short-Term Bond MSINX BMO Short-Term Income Y
Short-Term Bond DSTIX Dreyfus Short Term Income D
Short-Term Bond THOPX Thompson Bond
Short-Term Bond SSTBX Wells Fargo Advantage Short-Term Bd Inv
ULTRASHORT BOND MGSDX Managers Short Duration Government
ULTRASHORT BOND PSHDX PIMCO Short-Term D
ULTRASHORT BOND TSDOX Touchstone Ultra Short Dur F/I Z
ULTRASHORT BOND STADX Wells Fargo Advantage Ultra S/T Inc Inv
WORLD BOND LSGLX Loomis Sayles Global Bond Retail
WORLD BOND PFBDX PIMCO Foreign Bond (Unhedged) D
WORLD BOND PFODX PIMCO Foreign Bond (USD-Hedged) D
WORLD BOND PGSDX PIMCO Global Advantage Strategy Bd D
High Yield Muni ABHYX American Century High-Yield Muni Inv
Short-Term Bond BLDAX BlackRock Low Duration Bd Inv A
Inflation-Protected Bond BPRAX BlackRock Inflation Protected Bond Inv A
ULTRASHORT BOND CULAX Calvert Ultra-Short Income A
WORLD BOND DHGAX Dreyfus/Standish Global Fixed Income A
Muni New Jersey DRNJX Dreyfus NJ Municipal Bond A
Muni National Interm EITAX Eaton Vance TxAdvtg Bd Strat IntermTrm A
High Yield Bond ETHIX Eaton Vance High Income Opportunities A
Muni New York Long ETNYX Eaton Vance NY Municipal Income A
SHORT GOVERNMENT EVGOX Eaton Vance Government Obligations A
High Yield Bond EVIBX Eaton Vance Income Fund of Boston A
High Yield Bond FAGIX Fidelity Capital & Income
SHORT GOVERNMENT FASSX Federated Adjustable Rate Secs Svc
Intermediate-Term Bond FBIDX Spartan U.S. Bond Index Investor
Muni Single State Long FCTTX Nuveen CT Municipal Bond A
High Yield Bond FHIIX Federated High-Income Bond A
SHORT GOVERNMENT FIGIX Federated US Govt 2-5 Yr Svc
Muni Minnesota FIMIX Fidelity Minnesota Municipal Income
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond
Muni Single State Long FKYTX Nuveen KY Municipal Bond A
Muni National Long FLAAX Nuveen All-American Municipal Bond A
LONG GOVERNMENT FLBIX Fidelity Spartan L/T Tr Bd Idx Inv
Muni National Short FLTDX Nuveen Limited-Term Municipal Bond A
Muni Single State Long FMOTX Nuveen MO Municipal Bond A
Emerging Markets Bond FNMIX Fidelity New Markets Income
Muni Ohio FOHFX Fidelity Ohio Municipal Income
Muni Ohio FOHTX Nuveen OH Municipal Bond A
Muni Pennsylvania FPNTX Nuveen PA Municipal Bond A
Multisector Bond FSICX Fidelity Strategic Income
Short-Term Bond FSISX Federated Short-Term Income Svc
Intermediate Government FSTGX Fidelity Intermediate Government Inc
Muni National Long FTABX Fidelity Tax-Free Bond
Muni Single State Long FTNTX Nuveen TN Municipal Bond A
ULTRASHORT BOND FULBX Federated Ultrashort Bond Svc
ULTRASHORT BOND FUSFX Fidelity Ultra-Short Bond
Muni Single State Long FVATX Nuveen VA Municipal Bond A
WORLD BOND GOBAX Legg Mason BW Global Opps Bd A
Emerging Markets Bond GSDAX Goldman Sachs Emerging Market Debt A
Muni National Short GSDTX Goldman Sachs Short Dur T/F A
WORLD BOND GSGIX Goldman Sachs Global Income A
Muni National Long GSMIX Goldman Sachs Municipal Income A
Intermediate Government GSUAX Goldman Sachs US Mortgages A
Muni California Intermediate JCBAX JPMorgan CA Tax Free Bond A
Emerging Markets Bond JEDAX JPMorgan Emerging Mkts Debt A
Muni New York Long KNTAX DWS New York Tax-Free Income A
Multisector Bond KSTAX DWS Unconstrained Income A
Emerging Markets Bond LWEAX Western Asset Emerging Markets Debt A
High Yield Muni MDYHX BlackRock High Yield Municipal Inv A
Muni Pennsylvania MEPYX BlackRock PA Municipal Bond Inv A
Muni California Long NCAAX Nuveen CA Municipal Bond A
Muni California Long NCHAX Nuveen CA High Yield Municipal Bond A
Muni National Interm NMBAX Nuveen Interm Duration Muni Bond A
Muni New Jersey NNJAX Nuveen NJ Municipal Bond A
Muni New York Long NNYAX Nuveen NY Municipal Bond A
Intermediate-Term Bond OMBAX JPMorgan Mortgage-Backed Securities A
Intermediate-Term Bond ONIAX JPMorgan Core Plus Bond A
Short-Term Bond ONUAX JPMorgan Limited Duration Bd A
SHORT GOVERNMENT OTABX JPMorgan Treasury & Agency A
Muni California Long PCTEX Putnam CA Tax Exempt Income A
Intermediate-Term Bond PIOBX Pioneer Bond A
Inflation-Protected Bond PITAX Principal Inflation Protection A
Muni Single State Interm PSCTX Dreyfus Connecticut A
Muni New York Intermediate PSNYX Dreyfus NY AMT-Free Muni Bond A
Multisector Bond PSRAX Pioneer Strategic Income A
Muni National Long PTAEX Putnam Tax Exempt Income A
High Yield Muni PTHAX Putnam Tax-Free High Yield A
Muni Massachusetts PXMAX Putnam MA Tax Exempt Income A
Muni New York Long SBNYX Legg Mason WA New York Municipals A
Muni Pennsylvania SBPAX Legg Mason WA Pennsylvania Muni A
Multisector Bond SDSAX Legg Mason WA Strategic Income A
Intermediate Government SGVAX Legg Mason WA Mortgage Backed Secs A
High Yield Bond SHIAX Legg Mason WA High Income A
Muni New Jersey SHNJX Legg Mason WA NJ Municipals A
Muni California Long SHRCX Legg Mason WA CA Municipals A
High Yield Bond SPHIX Fidelity High Income
Muni Massachusetts SQMAX DWS MA Tax-Free A
High Yield Muni STXAX Legg Mason WA Muni High Income A
Intermediate-Term Bond TGMNX TCW Total Return Bond N
WORLD BOND PGBDX PIMCO Global Bond (Unhedged) D
Muni New York Intermediate VANTX JPMorgan NY Tax Free Bond A
Multisector Bond STIAX Federated Strategic Income A
Inflation-Protected Bond APOIX American Century Inflation Prot Bd Inv
Muni California Long BCHYX American Century CA Hi-Yld Muni Inv
Muni California Intermediate BCITX American Century CA Interm-T T-Fr Bd Inv
Muni California Long BCLTX American Century CA Long-Term T/F Inv
Intermediate Government BGPAX BlackRock GNMA Inv A
High Yield Bond BHYAX BlackRock High Yield Bond Inv A
Emerging Markets Bond DLENX DoubleLine Emerging Markets Fixed Inc N
Intermediate-Term Bond DLFNX DoubleLine Core Fixed Income N
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
Muni New York Long DRNYX Dreyfus NY Tax-Exempt Bond
Intermediate-Term Bond FCBFX Fidelity Corporate Bond
Muni Massachusetts FDMMX Fidelity Massachusetts Municipal Income
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt
Muni National Short FSHSX Federated Shrt-Interm Dur Muni Svc
High Yield Muni GHYAX Goldman Sachs High Yield Muni A
Inflation-Protected Bond GSAPX Goldman Sachs Inflation Protected Secs A
SHORT GOVERNMENT GSSDX Goldman Sachs Short Dur Govt A
Muni National Long MDNLX BlackRock National Municipal Inv A
Muni National Interm MEMTX BlackRock Intermediate Municipal Inv A
Muni National Interm MITFX BMO Intermediate Tax-Free Y
Muni National Short MUYSX BMO Ultra Short Tax-Free Y
Muni California Intermediate NCITX Northern CA Intermediate Tax-Exempt
High Yield Muni NHMAX Nuveen High Yield Municipal Bond A
WORLD BOND PGGIX Putnam Global Income A
Intermediate Government PGNDX PIMCO GNMA D
Intermediate Government PGSIX Putnam US Government Income A
Intermediate-Term Bond PPSAX Principal Preferred Securities A
Muni National Short SHDAX Legg Mason WA Short Duration Muni Inc A
Long-Term Bond SIGAX Legg Mason WA Corporate Bond A
Muni National Interm SIMBX Wells Fargo Advantage Interm T/AmtF Inv
Muni Minnesota SMTFX Sit MN Tax-Free Income
Short-Term Bond STABX Pioneer Short Term Income A
Muni National Short STSMX Wells Fargo Advantage S/T Muni Bd Inv
Muni National Long SXFIX Wells Fargo Advantage Municipal Bond Inv
Intermediate Government USGAX Morgan Stanley US Govt Secs A
Muni California Long UXABX USAA CA Bond Adv
High Yield Muni ETHYX Eaton Vance High-Yield Municipal Inc A
Muni National Long UTELX USAA Tax Exempt Long-Term Adv
Intermediate-Term Bond PBDDX PIMCO Investment Grade Corp Bd D
Intermediate-Term Bond GSGAX Goldman Sachs Invest Grade Credit A
Intermediate-Term Bond PINCX Putnam Income A
Muni Single State Interm UVABX USAA VA Bond Adv
Muni National Interm UTEIX USAA Tax Exempt Intermediate-Term Adv
Intermediate-Term Bond FDBAX Federated Bond A
Bank Loan EAFAX Eaton Vance Floating-Rate Advantage A
Muni Single State Long FLNCX Nuveen NC Municipal Bond A
Intermediate-Term Bond EXCPX Manning & Napier Core Plus Bond
Bank Loan EVFHX Eaton Vance Floating-Rate & Hi Inc A
Bank Loan PFLRX Putnam Floating Rate Income A
Muni National Interm SISIX RidgeWorth Investment Grade T/E Bond A
Bank Loan SFRAX RidgeWorth Seix Floating RT High Inc A
Bank Loan EVBLX Eaton Vance Floating Rate A
Short-Term Bond FJRLX Fidelity Advisor Limited Term Bond
Intermediate Government PAGVX Putnam American Government Income A
Inflation-Protected Bond JIMAX JPMorgan Inflation Managed Bond A
Muni National Short UTESX USAA Tax Exempt Short-Term Adv
Muni National Short DSIBX Dreyfus Short-Interm Muni Bond D
REAL ESTATE
Global Real Estate NMMGX Northern Multi-Manager Glbl Real Estate
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE REACX American Century Real Estate Inv
REAL ESTATE PETDX PIMCO Real Estate Real Return Strategy D
REAL ESTATE BREFX Baron Real Estate Retail
Global Real Estate DRLAX Dreyfus Global Real Estate Sec A
Global Real Estate FIREX Fidelity International Real Estate
REAL ESTATE LRIOX Lazard U.S. Realty Income Open
REAL ESTATE MNREX Manning & Napier Real Estate Series
Global Real Estate POSAX Principal Global Real Estate Sec A
Global Real Estate RRGAX DWS RREEF Global Real Estate Secs A
REAL ESTATE GREAX Goldman Sachs Real Estate A
REAL ESTATE RRRAX DWS RREEF Real Estate Securities A
Global Real Estate TVRVX Third Avenue Real Estate Value Investor
REAL ESTATE FRIFX Fidelity Real Estate Income
REAL ESTATE HLPPX REMS Real Estate Value Opportunity P
Global Real Estate JERTX Janus Global Real Estate T
COMMODITIES
COMMODITIES BROAD BASKET PCRDX PIMCO Commodity Real Ret Strat D

The following is a moderate-risk model portfolio constructed from the investment options of Admin_Fidelity Extended Fund Picks.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


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