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MyPlanIQ 401k Investor ALLINA 403(B) RETIREMENT SAVINGS PLAN

ALLINA 403(B) RETIREMENT SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
ALLINA 403(B) RETIREMENT SAVINGS PLAN
Investment Options
Total Available Funds: 302
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FIDELITY EMERGING MKTS
DIVERSIFIED EMERGING MKTS EIEMX Eaton Vance Parametric Struct Em MKT I
China Region FHKCX FIDELITY CHINA REGION
Others
Target Date 2016-2020 FFFDX FIDELITY FREEDOM 2020
Target Date 2011-2015 FFVFX FIDELITY FREEDOM 2015
Retirement Income FFFAX FIDELITY FREEDOM INCOME
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FIDELITY PACIFIC BASIN
Foreign Small/Mid Blend DFISX DFA INTL SMALL CO I
WORLD STOCK FWWFX FIDELITY WORLDWIDE
Total Available Funds: 302
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FIDELITY EMERGING MKTS
DIVERSIFIED EMERGING MKTS EIEMX Eaton Vance Parametric Struct Em MKT I
China Region FHKCX FIDELITY CHINA REGION
Latin America Stock FLATX FIDELITY LATIN AMERICA
DIVERSIFIED EMERGING MKTS MMKBX Morgan Stanley Inst EMERGING MKTS P
DIVERSIFIED EMERGING MKTS TEDMX TEMPLETON DEV MKTS A
DIVERSIFIED EMERGING MKTS FEDDX FIDELITY EMERG MKTS DISC
DIVERSIFIED EMERGING MKTS FLILX Strategic Advivers EMERGING MKTS FOF
DIVERSIFIED EMERGING MKTS FTEMX FIDELITY TOTAL EMERG MKTS
DIVERSIFIED EMERGING MKTS FPMAX Fidelity Spartan EM MKTS IDX ADV
DIVERSIFIED EMERGING MKTS FEMEX FIDELITY EMEA
Others
Target Date 2016-2020 FFFDX FIDELITY FREEDOM 2020
Target Date 2011-2015 FFVFX FIDELITY FREEDOM 2015
Retirement Income FFFAX FIDELITY FREEDOM INCOME
Consumer Defensive FDFAX FIDELITY SEL CONS STAPLES
Financial FSPCX FIDELITY SEL INSURANCE
Industrials FSRFX FIDELITY SEL TRANSPORT
Natural Resources FNARX FIDELITY SEL NATURAL RES
Target Date 2026-2030 FFFEX FIDELITY FREEDOM 2030
Target Date 2036-2040 FFFFX FIDELITY FREEDOM 2040
Target Date 2021-2025 FFTWX FIDELITY FREEDOM 2025
Target Date 2031-2035 FFTHX FIDELITY FREEDOM 2035
Conservative Allocation FSRRX FIDELITY STRAT REAL RET
Target Date 2046-2050 FFFHX FIDELITY FREEDOM 2050
Target Date 2000-2010 FFFCX FIDELITY FREEDOM 2010
Moderate Allocation OAKBX OAKMARK EQ & INC I
Target Date 2041-2045 FFFGX FIDELITY FREEDOM 2045
Moderate Allocation VWENX VANGUARD WELLINGTON ADM
Target Date 2000-2010 FFFVX FIDELITY FREEDOM 2005
Aggressive Allocation FFNOX FIDELITY FOUR IN ONE IDX
Moderate Allocation FPURX FIDELITY PURITAN
Moderate Allocation FBALX FIDELITY BALANCED
EQUITY PRECIOUS METALS FSAGX FIDELITY SEL GOLD
Health FSMEX FIDELITY SEL MED EQ & SYS
Utilities FSUTX FIDELITY SEL UTILITIES
Health FBIOX FIDELITY SEL BIOTECH
Technology FSCSX FIDELITY SEL SOFTWARE
Industrials FSDAX FIDELITY SEL DEFENSE
Convertibles FCVSX FIDELITY CONVERTIBLE SEC
Moderate Allocation AABPX American Beacon BALANCED INV
Equity Energy FSENX FIDELITY SEL ENERGY
MISCELLANEOUS SECTOR FSCHX FIDELITY SEL CHEMICALS
MISCELLANEOUS SECTOR FBSOX FIDELITY SEL IT SERVICES
Utilities FIUIX FIDELITY TELECOM & UTIL
Natural Resources FSDPX FIDELITY SEL MATERIALS
Health FPHAX FIDELITY SEL PHARMACEUTCL
Consumer Cyclical FDLSX FIDELITY SEL LEISURE
Communications FWRLX FIDELITY SEL WIRELESS
Technology FDCPX FIDELITY SEL COMPUTERS
Communications FSTCX FIDELITY SEL TELECOMM
Health FSHCX FIDELITY SEL MEDICAL DEL
Equity Energy FSESX FIDELITY SEL ENERGY SVCS
Industrials FCYIX FIDELITY SEL INDUSTRIALS
Equity Energy FSNGX FIDELITY SEL NATURAL GAS
Health FSPHX FIDELITY SEL HEALTHCARE
Target Date 2051+ FDEEX FIDELITY FREEDOM 2055
MISCELLANEOUS SECTOR FSLEX FIDELITY SEL ENV ALT ENGY
Technology FSPTX FIDELITY SEL TECHNOLOGY
Industrials FSAIX FIDELITY SEL AIR TRANSPRT
Consumer Cyclical FSRPX FIDELITY SEL RETAILING
MISCELLANEOUS SECTOR FSHOX FIDELITY SEL CONSTR/HOUSE
Financial FSLBX FIDELITY SEL BROKERAGE
Consumer Cyclical FSCPX FIDELITY SEL CONS DISCR
MISCELLANEOUS SECTOR FSAVX FIDELITY SEL AUTOMOTIVE
Communications FSDCX FIDELITY SEL COMM EQUIP
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 ACEIX INVESCO EQUITY & INC A
Aggressive Allocation FEYAX FIDELITY ASSET MGR 85%
Conservative Allocation FTAWX FIDELITY ASSET MGR 20%
Conservative Allocation FTAAX FIDELITY ASSET MGR 30%
Conservative Allocation FFNAX FIDELITY ASSET MGR 40%
Industrials FSCGX FIDELITY SEL INDUST EQUIP
Moderate Allocation CSIFX CALVERT BALANCED A
Natural Resources FFGCX FIDELITY GLB COMDTY STK
Moderate Allocation FSAAX FIDELITY ASSET MGR 60%
Moderate Allocation FAASX FIDELITY ASSET MGR 70%
ROOT CASH FIDELITY US TREA MM
ROOT CASH FIDELITY GOVT MMKT
ROOT CASH FIDELITY MONEY MARKET
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 CASH RESRVE
World Allocation FDYSX FIDELITY GLOBAL STRAT
Target Date 2000-2010 FFFBX FIDELITY FREEDOM 2000
World Allocation FGBLX FIDELITY GLOBAL BALANCED
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FIDELITY PACIFIC BASIN
Foreign Small/Mid Blend DFISX DFA INTL SMALL CO I
WORLD STOCK FWWFX FIDELITY WORLDWIDE
Foreign Large Value AAIPX American Beacon INTL EQUITY INV
Foreign Large Blend ARTIX ARTISAN INTL
Foreign Large Blend FIGRX FIDELITY INTL DISCOVERY
Foreign Large Blend FOSFX FIDELITY OVERSEAS
JAPAN STOCK FJPNX FIDELITY JAPAN
Foreign Large Blend FSIIX Fidelity Spartan INTL INDEX ADV
Foreign Small/Mid Value TFSCX Templeton FRGN SM CO A
WORLD STOCK SGSCX DWS GLB SM CAP GR S
FOREIGN SMALL/MID GROWTH FISMX FIDELITY INTL SMALL CAP
Foreign Large Blend SCINX DWS INTERNATIONAL S
PACIFIC/ASIA EX-JAPAN STK FSEAX FIDELITY EMERGING ASIA
Foreign Large Growth HNCYX HARTFORD INTL GRTH Y
Foreign Large Growth FIVFX FIDELITY INTL CAP APPREC
Foreign Large Blend NBIIX Neuberger Berman INTL EQUITY TRUST
FOREIGN SMALL/MID GROWTH FSCOX FIDELITY INTL SM CAP OPP
Foreign Large Growth FIGFX FIDELITY INTL GROWTH
Foreign Large Blend FDIKX FIDELITY DIVERSIFD INTL K
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
WORLD STOCK TEDIX MUTUAL GBL DISCVRY A
WORLD STOCK MSFBX Morgan Stanley Inst GLB FRANCHISE P
Foreign Large Value TEMFX TEMPLETON FOREIGN A
Foreign Large Growth FICDX FIDELITY CANADA
EUROPE STOCK FNORX FIDELITY NORDIC
WORLD STOCK TEMWX TEMPLETON WORLD A
Foreign Large Blend MIQBX Morgan Stanley Inst INTL EQUITY P
WORLD STOCK TEPLX TEMPLETON GROWTH A
WORLD STOCK FGILX FIDELITY GLOBAL EQ INCOME
Foreign Large Blend FMJDX Strategic Advivers INTL MULTI MGR
Foreign Large Blend FSGDX Fidelity Spartan GLB XUS IDX ADV
Foreign Large Blend FIENX FIDELITY INTL ENH INDEX
EUROPE STOCK FECAX FIDELITY EUROPE CAP APP
WORLD STOCK AGAAX INVESCO GLB SMMDCP GR A
US EQUITY
MID-CAP BLEND ARGFX ARIEL FUND
LARGE GROWTH FFIDX FIDELITY FIDELITY FUND
LARGE BLEND FDGFX FIDELITY DIVIDEND GR
LARGE GROWTH NGUAX Neuberger Berman GUARDIAN TRUST
LARGE BLEND OAKMX OAKMARK FUND I
MID-CAP VALUE FDVLX FIDELITY VALUE
LARGE GROWTH FBGRX FIDELITY BLUE CHIP GR
LARGE VALUE FEQIX FIDELITY EQUITY INC
LARGE BLEND DSEFX DOMINI SOCIAL EQ INV
Small Growth RYVPX ROYCE VALUE PLUS SER
MID-CAP VALUE NBREX Neuberger Berman MDCP INTR VAL TR
SMALL VALUE RYOFX ROYCE OPPORTUNITY S
LARGE BLEND FLCSX FIDELITY LARGE CAP STOCK
LARGE BLEND FDEQX FIDELITY DISCIPLND EQTY
LARGE GROWTH FOCPX FIDELITY OTC PORTFOLIO
MID-CAP VALUE LAVLX Lord Abbett MID CAP STK A
SMALL BLEND RYTFX ROYCE TOT RET SER
MID-CAP BLEND RSVAX RS VALUE A
SMALL VALUE FCPVX FIDELITY SMALL CAP VALUE
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL
SMALL BLEND FSCRX FIDELITY SM CAP DISCOVERY
Mid-Cap Growth TMDIX TIMESSQUARE MID CP GTH I
LARGE GROWTH FDSVX FIDELITY GROWTH DISC
LARGE GROWTH FTRNX FIDELITY TREND
LARGE GROWTH FTQGX FIDELITY FOCUSED STOCK
MID-CAP BLEND CRMMX CRM MID CAP VAL INV
Small Growth FCPGX FIDELITY SMALL CAP GROWTH
LARGE GROWTH FMILX FIDELITY NEW MILLEN
LARGE VALUE LCEIX INVESCO DIVRS DIVD INV
MID-CAP BLEND FLVCX FIDELITY LEVERGD CO STK
LARGE GROWTH FNCMX FIDELITY NASDAQ COMP INDX
LARGE BLEND NBPTX Neuberger Berman LG CAP VAL TR
MID-CAP BLEND FSLCX FIDELITY SMALL CAP STOCK
LARGE GROWTH GGLIX ABDN US EQUITY I IS
LARGE BLEND DFEOX DFA US TARGET VAL I
LARGE GROWTH NBSTX Neuberger Berman SOCIALLY RESP TR
LARGE BLEND NBSSX Neuberger Berman FOCUS TRUST
SMALL VALUE AVPAX American Beacon SM CAP VAL INV
Small Growth PKSFX VIRTUS SM-CAP CORE I
LARGE GROWTH SBLYX CBA LG CAP GR A
LARGE VALUE AADEX American Beacon Lg Cap Value Inst
Mid-Cap Growth FMCSX FIDELITY MID CAP STOCK
MID-CAP VALUE FSMVX FIDELITY MID CAP VALUE
LARGE GROWTH FMAGX FIDELITY MAGELLAN
Small Growth HSLYX HARTFORD SM CAP GROWTH Y
MID-CAP BLEND FSLSX FIDELITY VALUE STRAT
LARGE VALUE ALVIX American Century LG CO VAL INV
LARGE VALUE FSLVX FIDELITY STKSEL LGCAP VAL
LARGE VALUE FSDIX FIDELITY STRAT DIV & INC
LARGE GROWTH TWCUX American Century ULTRA INV
LARGE GROWTH FDCAX FIDELITY CAPITAL APPREC
Mid-Cap Growth FSGAX Franklin SMMIDCAP GRTH A
Mid-Cap Growth FDEGX FIDELITY GROWTH STRAT
SMALL BLEND FDSCX FIDELITY STK SEL SM CAP
Small Growth MGSEX MANAGERS SPECIAL EQ
LARGE VALUE FBCVX FIDELITY BLUE CHIP VALUE
LARGE BLEND FGRTX FIDELITY MEGA CAP STOCK
Small Growth ARTSX ARTISAN SMALL CAP
LARGE GROWTH FCNKX FIDELITY CONTRAFUND K
Mid-Cap Growth FAGKX FIDELITY GROWTH CO K
LARGE BLEND FVDFX FIDELITY VALUE DISCOV
LARGE VALUE FETKX FIDELITY EQ DIV INCOME
LARGE BLEND FGIKX FIDELITY GROWTH & INC
SMALL BLEND ASQIX American Century SM COMP INV
MID-CAP VALUE ABASX AllianceBern DISC VAL A
Mid-Cap Growth MACGX Morgan Stanley Inst MID CAP GRTH P
LARGE GROWTH MSEGX Morgan Stanley Inst GROWTH P
LARGE GROWTH PTSGX TOUCHSTONE SC SEL GR Z
LARGE VALUE ACGIX INVESCO GRTH & INC A
LARGE GROWTH TGCNX TCW SELECT EQUITY N
LARGE GROWTH CSIEX CALVERT EQUITY A
LARGE VALUE ACSTX INVESCO COMSTOCK A
MID-CAP BLEND CAAPX ARIEL APPRECIATION
Small Growth MSSMX Morgan Stanley Inst SM CO GRTH P
SMALL BLEND LSCRX LOOMIS SM CAP VAL R
SMALL VALUE SCVAX Wells Fargo Advantage SMALL CO VALUE A
LARGE VALUE TESIX MUTUAL SHARES A
LARGE VALUE LAFFX Lord ABBETT AFFILTD A
SMALL BLEND RSPFX RS PARTNERS A
Mid-Cap Growth BGRFX BARON GROWTH
Small Growth RSEGX RS SMALL CAP GRTH A
LARGE VALUE VVOAX INVESCO VALUE OPPS A
Mid-Cap Growth FMCAX FIDELITY STK SEL MID CAP
Mid-Cap Growth CCAFX CALVERT CAP ACC A
LARGE GROWTH VAFAX INVESCO AM FRANCHISE A
SMALL BLEND CCVAX CALVERT SMALL CAP A
LARGE GROWTH SHRAX CBA AGG GR A
LARGE GROWTH LGRRX LOOMIS GROWTH A
LARGE VALUE KDHAX DWS EQUITY DIV A
LARGE BLEND LMVFX Legg Mason CM VALUE FI
LARGE GROWTH FFTYX FIDELITY FIFTY
Small Growth BSFIX BARON SMALL CAP
MID-CAP BLEND FLPSX FIDELITY LOW PRICED STK
MID-CAP BLEND FSEVX Fidelity Spartan EXT MKT IDX ADV
LARGE GROWTH FMELX Strategic Advivers GROWTH MULTI MGR
LARGE BLEND FLAUX Strategic Advivers CORE MULTI MGR
LARGE VALUE FKMOX Strategic Advivers VALUE MULTI MGR
SMALL BLEND FSSVX Fidelity Spartan SM CAP IDX ADV
MID-CAP BLEND FSCKX Fidelity Spartan MID CAP IDX ADV
LARGE BLEND FOTTX FIDELITY 130/30 LG CAP
MID-CAP BLEND FMEIX FIDELITY MID CAP ENH INDX
SMALL BLEND FCPEX FIDELITY SM CAP ENH INDX
LARGE GROWTH FLGEX FIDELITY LC GRO ENH INDX
LARGE VALUE FLVEX FIDELITY LC VAL ENH INDX
LARGE BLEND FLCEX FIDELITY LC CORE ENH INDX
MID-CAP BLEND SMCDX Wells Fargo Advantage SPL MIDCP VL INV
MID-CAP VALUE CBMDX Wells Fargo Advantage C&B MDCP VAL INV
Mid-Cap Growth RIMSX RAINIER SM/MID CAP
MID-CAP VALUE FMIVX VIRTUS MID-CAP VAL A
Small Growth LSBAX Lord ABBETT SMCP BLD A
LARGE GROWTH HGWYX HARTFORD GROWTH Y
Mid-Cap Growth TWCVX American Century VISTA INV
Mid-Cap Growth ACTWX Columbia Acorn SELECT Z
SMALL VALUE PVADX ALZGI NFJ SMCPVL ADM
Mid-Cap Growth ARTMX ARTISAN MID CAP INV
MID-CAP BLEND GTAGX INVESCO MDCP CORE EQ A
SMALL BLEND SSMVX Wells Fargo Advantage SM CAP VAL INV
SMALL BLEND RYLPX ROYCE LOW PR STK SER
SMALL BLEND JCSAX JHancock SMALL COMPANY A
LARGE GROWTH FSLGX FIDELITY LARGE CAP GROWTH
LARGE GROWTH FDCIX FIDELITY STK SEL ALL CAP
LARGE GROWTH FDFFX FIDELITY INDEPENDENCE
LARGE GROWTH FEXPX FIDELITY EXPORT & MULTI
Mid-Cap Growth IBAIX BARON ASSET FUND
LARGE GROWTH CSTGX INVESCO CONSTELLATION A
LARGE BLEND FFSMX Fidelity Spartan TOT MKT IDX FAI
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 FSRVX Fidelity Spartan REAL ES IDX ADV
FIXED INCOME
Short-Term Bond FSHBX FIDELITY SHORT TERM BOND
Intermediate Government FSTGX FIDELITY INTM GOVT INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RT INST
High Yield Bond SPHIX FIDELITY HIGH INCOME
High Yield Bond FAGIX FIDELITY CAPITAL & INCOME
Intermediate Government FGOVX FIDELITY GOVT INCOME
Emerging Markets Bond FNMIX FIDELITY NEW MARKETS INC
High Yield Bond FHIFX FIDELITY FOCUSED HIGH INC
Intermediate Government FGMNX FIDELITY GNMA
ULTRASHORT BOND FULIX FIDELITY ULTRASHORT BOND
Intermediate-Term Bond FTBFX FIDELITY TOTAL BOND
Intermediate-Term Bond MGFIX MANAGERS BOND FUND
Inflation-Protected Bond PRRIX PIMCO REAL RETURN INST
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
WORLD BOND TPINX Templeton GLOBAL BOND A
Bank Loan FFRAX FIDELITY FLOAT RT HI INC
Inflation-Protected Bond PARRX PIMCO REAL RTN BD AD
Short-Term Bond PLDAX PIMCO LOW DUR ADM
Intermediate-Term Bond NCRIX Neuberger Berman CORE BOND INV
High Yield Bond PHYAX PIMCO HIGH YIELD ADM
Intermediate-Term Bond CSIBX CALVERT BOND A
Intermediate-Term Bond WACIX Western Asset CORE PLUS BOND FI
Intermediate-Term Bond WAPIX Western Asset CORE BOND FI
Intermediate-Term Bond FCBFX FIDELITY CORPORATE BOND
WORLD BOND FGBFX FIDELITY GLOBAL BOND
Inflation-Protected Bond FIPDX Fidelity Spartan INFL PR IDX ADV
Intermediate-Term Bond FWHBX Strategic Advivers CORE INCOME MULTI
WORLD BOND FINUX FIDELITY INTL BOND
LONG GOVERNMENT FLBIX Fidelity Spartan LT TR IDX ADV
Intermediate Government FIBIX Fidelity Spartan INT TR IDX ADV
Intermediate Government FSBAX Fidelity Spartan ST TR IDX ADV
Intermediate-Term Bond FSITX Fidelity Spartan US BOND IDX ADV
High Yield Bond FGHNX FIDELITY GLB HIGH INCOME
ULTRASHORT BOND FCONX FIDELITY CONSV INC BD
High Yield Bond CIOZX Columbia INCOME OPPS Z
High Yield Bond LBHBX Neuberger Berman HIGH INC BOND INV
WORLD BOND PADMX PIMCO GLBBND AD UNHDGD
LONG GOVERNMENT PLGBX PIMCO LT US GOVT ADM
Intermediate-Term Bond MPFIX Morgan Stanley Inst CP FX INC P
Inflation-Protected Bond FINPX FIDELITY INFLAT PROT BOND
Total Available Funds: 302
  • 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 FEMKX FIDELITY EMERGING MKTS 82% 3 60 0 0.9% 0.06%
DIVERSIFIED EMERGING MKTS EIEMX Eaton Vance Parametric Struct Em MKT I 75% 1 60 0 1.24% 3.47%
China Region FHKCX FIDELITY CHINA REGION 63% 3 60 0 1.53% 2.29%
Latin America Stock FLATX FIDELITY LATIN AMERICA 57% 3 60 0 0.86% 6.89%
DIVERSIFIED EMERGING MKTS MMKBX Morgan Stanley Inst EMERGING MKTS P 53% 1 60 0 0.95% 59.64%
DIVERSIFIED EMERGING MKTS TEDMX TEMPLETON DEV MKTS A 44% 1 60 0 1.63% 3.3%
DIVERSIFIED EMERGING MKTS FEDDX FIDELITY EMERG MKTS DISC 36% 3 60 0 1.19% 5.2%
DIVERSIFIED EMERGING MKTS FLILX Strategic Advivers EMERGING MKTS FOF 0% 3 60 0 1.3% 0.01%
DIVERSIFIED EMERGING MKTS FTEMX FIDELITY TOTAL EMERG MKTS 0% 3 60 0 1.1% 121%
DIVERSIFIED EMERGING MKTS FPMAX Fidelity Spartan EM MKTS IDX ADV 0% 3 60 0 0.22% 1.87%
DIVERSIFIED EMERGING MKTS FEMEX FIDELITY EMEA 0% 3 60 0 1.31% 6.42%
Others
Target Date 2016-2020 FFFDX FIDELITY FREEDOM 2020 98% 1 60 0 0.58% 8.24%
Target Date 2011-2015 FFVFX FIDELITY FREEDOM 2015 98% 1 60 0 0.54% 6.93%
Retirement Income FFFAX FIDELITY FREEDOM INCOME 98% 1 60 0 0.42% 3.21%
Consumer Defensive FDFAX FIDELITY SEL CONS STAPLES 97% 1 60 0 1.01% 2.98%
Financial FSPCX FIDELITY SEL INSURANCE 97% 1 60 0 0.81% 4.36%
Industrials FSRFX FIDELITY SEL TRANSPORT 96% 1 60 0 0.76% 9.72%
Natural Resources FNARX FIDELITY SEL NATURAL RES 96% 1 60 0 0.77% 2.59%
Target Date 2026-2030 FFFEX FIDELITY FREEDOM 2030 95% 1 60 0 0.66% 6.91%
Target Date 2036-2040 FFFFX FIDELITY FREEDOM 2040 95% 1 60 0 0.64% 7.66%
Target Date 2021-2025 FFTWX FIDELITY FREEDOM 2025 95% 1 60 0 0.34% 7.58%
Target Date 2031-2035 FFTHX FIDELITY FREEDOM 2035 95% 1 60 0 0.7% 6.84%
Conservative Allocation FSRRX FIDELITY STRAT REAL RET 94% 1 60 0 0.95% 4.62%
Target Date 2046-2050 FFFHX FIDELITY FREEDOM 2050 94% 1 60 0 0.75% 6.58%
Target Date 2000-2010 FFFCX FIDELITY FREEDOM 2010 92% 1 60 0 0.49% 5.01%
Moderate Allocation OAKBX OAKMARK EQ & INC I 91% 1 60 0 0.83% 2.36%
Target Date 2041-2045 FFFGX FIDELITY FREEDOM 2045 91% 1 60 0 0.75% 7.18%
Moderate Allocation VWENX VANGUARD WELLINGTON ADM 89% 1 60 0 0.17% 11.82%
Target Date 2000-2010 FFFVX FIDELITY FREEDOM 2005 87% 1 60 0 0.42% 3.49%
Aggressive Allocation FFNOX FIDELITY FOUR IN ONE IDX 87% 1 60 0 0.11% 2.45%
Moderate Allocation FPURX FIDELITY PURITAN 81% 1 60 0 0.5% 7.21%
Moderate Allocation FBALX FIDELITY BALANCED 79% 1 60 0 0.5% 6.11%
EQUITY PRECIOUS METALS FSAGX FIDELITY SEL GOLD 78% 1 60 0 0.77% 7.97%
Health FSMEX FIDELITY SEL MED EQ & SYS 78% 1 60 0 0.84% 16.09%
Utilities FSUTX FIDELITY SEL UTILITIES 78% 1 60 0 0.74% 5.51%
Health FBIOX FIDELITY SEL BIOTECH 77% 1 60 0 0.72% 9.16%
Technology FSCSX FIDELITY SEL SOFTWARE 77% 1 60 0 0.69% 17.11%
Industrials FSDAX FIDELITY SEL DEFENSE 76% 1 60 0 0.75% 2.69%
Convertibles FCVSX FIDELITY CONVERTIBLE SEC 76% 1 60 0 1.04% 11.6%
Moderate Allocation AABPX American Beacon BALANCED INV 76% 1 60 0 1.05% 10.4%
Equity Energy FSENX FIDELITY SEL ENERGY 76% 1 60 0 0.83% 2.4%
MISCELLANEOUS SECTOR FSCHX FIDELITY SEL CHEMICALS 76% 1 60 0 0.75% 3.16%
MISCELLANEOUS SECTOR FBSOX FIDELITY SEL IT SERVICES 76% 1 60 0 0.73% 13.41%
Utilities FIUIX FIDELITY TELECOM & UTIL 75% 1 60 0 0.73% 9.19%
Natural Resources FSDPX FIDELITY SEL MATERIALS 75% 1 60 0 0.76% 5.71%
Health FPHAX FIDELITY SEL PHARMACEUTCL 75% 1 60 0 0.76% 7.07%
Consumer Cyclical FDLSX FIDELITY SEL LEISURE 75% 1 60 0 0.74% 14.87%
Communications FWRLX FIDELITY SEL WIRELESS 75% 1 60 0 0.79% 7.03%
Technology FDCPX FIDELITY SEL COMPUTERS 75% 1 60 0 0.73% 13.18%
Communications FSTCX FIDELITY SEL TELECOMM 75% 1 60 0 1.13% 3.05%
Health FSHCX FIDELITY SEL MEDICAL DEL 74% 1 60 0 0.73% 0.78%
Equity Energy FSESX FIDELITY SEL ENERGY SVCS 74% 1 60 0 0.91% 3.18%
Industrials FCYIX FIDELITY SEL INDUSTRIALS 74% 1 60 0 0.76% 5.86%
Equity Energy FSNGX FIDELITY SEL NATURAL GAS 74% 1 60 0 0.92% 3.25%
Health FSPHX FIDELITY SEL HEALTHCARE 74% 1 60 0 0.69% 20.68%
Target Date 2051+ FDEEX FIDELITY FREEDOM 2055 74% 1 60 0 0.65% 6.23%
MISCELLANEOUS SECTOR FSLEX FIDELITY SEL ENV ALT ENGY 74% 1 60 0 0.79% 2.08%
Technology FSPTX FIDELITY SEL TECHNOLOGY 74% 1 60 0 0.7% 12.47%
Industrials FSAIX FIDELITY SEL AIR TRANSPRT 73% 1 60 0 0.85% 19.53%
Consumer Cyclical FSRPX FIDELITY SEL RETAILING 72% 1 60 0 0.72% 18.4%
MISCELLANEOUS SECTOR FSHOX FIDELITY SEL CONSTR/HOUSE 72% 1 60 0 0.77% 6.46%
Financial FSLBX FIDELITY SEL BROKERAGE 72% 1 60 0 0.75% 2.04%
Consumer Cyclical FSCPX FIDELITY SEL CONS DISCR 72% 1 60 0 0.76% 9.53%
MISCELLANEOUS SECTOR FSAVX FIDELITY SEL AUTOMOTIVE 71% 1 60 0 0.89% 13.86%
Communications FSDCX FIDELITY SEL COMM EQUIP 71% 1 60 0 0.87% 12.72%
Communications FBMPX FIDELITY SEL MULTIMEDIA 71% 1 60 0 1.07% 15.28%
Technology FSELX FIDELITY SEL ELECTRONICS 71% 1 60 0 0.69% 20.9%
Financial FSRBX FIDELITY SEL BANKING 70% 1 60 0 0.75% 11.33%
Financial FIDSX FIDELITY SEL FINANCIAL 70% 1 60 0 0.75% 7.3%
Financial FSVLX FIDELITY SEL CONSUMER FIN 69% 1 60 0 0.87% 0%
Moderate Allocation ACEIX INVESCO EQUITY & INC A 49% 1 60 0 1.04% 7.22%
Aggressive Allocation FEYAX FIDELITY ASSET MGR 85% 37% 1 60 0 1.23% 5.86%
Conservative Allocation FTAWX FIDELITY ASSET MGR 20% 36% 1 60 0 0.82% 3.01%
Conservative Allocation FTAAX FIDELITY ASSET MGR 30% 36% 1 60 0 1.08% 2.76%
Conservative Allocation FFNAX FIDELITY ASSET MGR 40% 36% 1 60 0 0.57% 3.5%
Industrials FSCGX FIDELITY SEL INDUST EQUIP 32% 1 60 0 0.84% 20.11%
Moderate Allocation CSIFX CALVERT BALANCED A 31% 1 60 0 1.67% 5.03%
Natural Resources FFGCX FIDELITY GLB COMDTY STK 28% 1 60 0 1.94% 3.02%
Moderate Allocation FSAAX FIDELITY ASSET MGR 60% 27% 1 60 0 1.24% 5.92%
Moderate Allocation FAASX FIDELITY ASSET MGR 70% 27% 1 60 0 0.97% 7.49%
ROOT CASH FIDELITY US TREA MM 0% 1 60 0 NA 2.53%
ROOT CASH FIDELITY GOVT MMKT 0% 1 60 0 NA 2.53%
ROOT CASH FIDELITY MONEY MARKET 0% 1 60 0 NA 2.53%
ROOT CASH FIDELITY US GOVT RES 0% 1 60 0 NA 2.53%
ROOT CASH FIDELITY SEL MONEY MARKET 0% 1 60 0 NA 2.53%
ROOT CASH FIDELITY RETIRE MMKT 0% 1 60 0 NA 2.53%
ROOT CASH FIDELITY RET GOVT MM 0% 1 60 0 NA 2.53%
ROOT CASH FIDELITY CASH RESRVE 0% 1 60 0 NA 2.53%
World Allocation FDYSX FIDELITY GLOBAL STRAT 0% 1 60 0 1.08% 15.89%
Target Date 2000-2010 FFFBX FIDELITY FREEDOM 2000 0% 1 60 0 0.44% 6.09%
World Allocation FGBLX FIDELITY GLOBAL BALANCED 0% 1 60 0 1.06% 23.93%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FIDELITY PACIFIC BASIN 100% 3 60 0 1.12% 9.37%
Foreign Small/Mid Blend DFISX DFA INTL SMALL CO I 100% 1 60 0 0.39% 3.47%
WORLD STOCK FWWFX FIDELITY WORLDWIDE 99% 1 60 0 0.95% 12.23%
Foreign Large Value AAIPX American Beacon INTL EQUITY INV 98% 1 60 0 1.97% 12.66%
Foreign Large Blend ARTIX ARTISAN INTL 92% 3 60 0 0.97% 20.5%
Foreign Large Blend FIGRX FIDELITY INTL DISCOVERY 90% 1 60 0 0.99% 7.21%
Foreign Large Blend FOSFX FIDELITY OVERSEAS 88% 1 60 0 0.95% 4.78%
JAPAN STOCK FJPNX FIDELITY JAPAN 86% 3 60 0 1.13% 10.64%
Foreign Large Blend FSIIX Fidelity Spartan INTL INDEX ADV 86% 1 60 0 0.17% 3.03%
Foreign Small/Mid Value TFSCX Templeton FRGN SM CO A 85% 1 60 0 1.02% 43.31%
WORLD STOCK SGSCX DWS GLB SM CAP GR S 84% 1 60 0 1.12% 11.28%
FOREIGN SMALL/MID GROWTH FISMX FIDELITY INTL SMALL CAP 82% 3 60 0 1.43% 3.75%
Foreign Large Blend SCINX DWS INTERNATIONAL S 81% 1 60 0 1.21% 3.25%
PACIFIC/ASIA EX-JAPAN STK FSEAX FIDELITY EMERGING ASIA 78% 3 60 0 1.18% 0.27%
Foreign Large Growth HNCYX HARTFORD INTL GRTH Y 77% 1 60 0 0.97% 1.44%
Foreign Large Growth FIVFX FIDELITY INTL CAP APPREC 76% 1 60 0 0.8% 14.32%
Foreign Large Blend NBIIX Neuberger Berman INTL EQUITY TRUST 76% 1 60 0 0.87% 8.48%
FOREIGN SMALL/MID GROWTH FSCOX FIDELITY INTL SM CAP OPP 76% 3 60 0 1.3% 11.74%
Foreign Large Growth FIGFX FIDELITY INTL GROWTH 72% 1 60 0 0.89% 3.57%
Foreign Large Blend FDIKX FIDELITY DIVERSIFD INTL K 72% 1 60 0 0.99% 10.79%
Foreign Large Blend FTIEX FIDELITY TOTAL INTL EQ 71% 1 60 0 1.55% 1.4%
Foreign Large Value FIVLX FIDELITY INTL VALUE 65% 1 60 0 1.55% 2.63%
EUROPE STOCK FIEUX FIDELITY EUROPE 61% 1 60 0 0.76% 2.44%
JAPAN STOCK FJSCX FIDELITY JAPAN SMALL CO 59% 3 60 0 0.91% 16.85%
WORLD STOCK TEDIX MUTUAL GBL DISCVRY A 57% 1 60 0 1.45% 10.86%
WORLD STOCK MSFBX Morgan Stanley Inst GLB FRANCHISE P 55% 1 60 0 1.16% 11.15%
Foreign Large Value TEMFX TEMPLETON FOREIGN A 54% 1 60 0 0.85% 4.06%
Foreign Large Growth FICDX FIDELITY CANADA 52% 3 60 0 0.86% 6.02%
EUROPE STOCK FNORX FIDELITY NORDIC 50% 3 60 0 0.94% 8.6%
WORLD STOCK TEMWX TEMPLETON WORLD A 44% 1 60 0 0.81% 13.7%
Foreign Large Blend MIQBX Morgan Stanley Inst INTL EQUITY P 44% 1 60 0 1.8% 46.5%
WORLD STOCK TEPLX TEMPLETON GROWTH A 38% 1 60 0 1.1% 14.39%
WORLD STOCK FGILX FIDELITY GLOBAL EQ INCOME 16% 1 60 0 0.98% 2.14%
Foreign Large Blend FMJDX Strategic Advivers INTL MULTI MGR 0% 1 60 0 1.2% 16.47%
Foreign Large Blend FSGDX Fidelity Spartan GLB XUS IDX ADV 0% 3 60 0 0.18% 2.29%
Foreign Large Blend FIENX FIDELITY INTL ENH INDEX 0% 1 60 0 0.63% 5.66%
EUROPE STOCK FECAX FIDELITY EUROPE CAP APP 0% 1 60 0 1.02% 1.85%
WORLD STOCK AGAAX INVESCO GLB SMMDCP GR A 0% 1 60 0 1.33% 9.66%
US EQUITY
MID-CAP BLEND ARGFX ARIEL FUND 100% 1 60 0 0.68% 12.89%
LARGE GROWTH FFIDX FIDELITY FIDELITY FUND 100% 1 60 0 0.46% 1.39%
LARGE BLEND FDGFX FIDELITY DIVIDEND GR 99% 1 60 0 0.77% 10.1%
LARGE GROWTH NGUAX Neuberger Berman GUARDIAN TRUST 99% 1 60 0 0.58% 12.47%
LARGE BLEND OAKMX OAKMARK FUND I 99% 1 60 0 0.63% 1.03%
MID-CAP VALUE FDVLX FIDELITY VALUE 99% 1 60 0 0.76% 10.6%
LARGE GROWTH FBGRX FIDELITY BLUE CHIP GR 99% 1 60 0 0.69% 2.31%
LARGE VALUE FEQIX FIDELITY EQUITY INC 98% 1 60 0 0.57% 5.43%
LARGE BLEND DSEFX DOMINI SOCIAL EQ INV 98% 1 60 0 0.71% 11.34%
Small Growth RYVPX ROYCE VALUE PLUS SER 97% 1 60 0 1.24% 16.68%
MID-CAP VALUE NBREX Neuberger Berman MDCP INTR VAL TR 97% 1 60 0 1.5% 11.6%
SMALL VALUE RYOFX ROYCE OPPORTUNITY S 96% 1 60 0 1.85% 10.77%
LARGE BLEND FLCSX FIDELITY LARGE CAP STOCK 96% 1 60 0 0.76% 7.32%
LARGE BLEND FDEQX FIDELITY DISCIPLND EQTY 96% 1 60 0 0.37% 8.63%
LARGE GROWTH FOCPX FIDELITY OTC PORTFOLIO 94% 1 60 0 0.81% 9.18%
MID-CAP VALUE LAVLX Lord Abbett MID CAP STK A 93% 1 60 0 0.86% 7.32%
SMALL BLEND RYTFX ROYCE TOT RET SER 93% 1 60 0 1.95% 11.95%
MID-CAP BLEND RSVAX RS VALUE A 92% 1 60 0 1.3% 8.57%
SMALL VALUE FCPVX FIDELITY SMALL CAP VALUE 91% 3 60 0 1.5% 10.51%
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL 91% 1 60 0 1.05% 7.15%
SMALL BLEND FSCRX FIDELITY SM CAP DISCOVERY 90% 3 60 0 1.07% 14.69%
Mid-Cap Growth TMDIX TIMESSQUARE MID CP GTH I 89% 1 60 0 1.18% 10.37%
LARGE GROWTH FDSVX FIDELITY GROWTH DISC 89% 1 60 0 0.68% 1.79%
LARGE GROWTH FTRNX FIDELITY TREND 88% 1 60 0 0.58% 7.17%
LARGE GROWTH FTQGX FIDELITY FOCUSED STOCK 88% 1 60 0 0.47% 13.59%
MID-CAP BLEND CRMMX CRM MID CAP VAL INV 87% 1 60 0 1.16% 6.74%
Small Growth FCPGX FIDELITY SMALL CAP GROWTH 87% 3 60 0 1.32% 7.12%
LARGE GROWTH FMILX FIDELITY NEW MILLEN 87% 1 60 0 0.89% 5.75%
LARGE VALUE LCEIX INVESCO DIVRS DIVD INV 86% 1 60 0 0.73% 12.37%
MID-CAP BLEND FLVCX FIDELITY LEVERGD CO STK 85% 3 60 0 0.74% 5.36%
LARGE GROWTH FNCMX FIDELITY NASDAQ COMP INDX 84% 3 60 0 0.29% 0.62%
LARGE BLEND NBPTX Neuberger Berman LG CAP VAL TR 84% 1 60 0 0.51% 6.8%
MID-CAP BLEND FSLCX FIDELITY SMALL CAP STOCK 82% 3 60 0 0.67% 14.95%
LARGE GROWTH GGLIX ABDN US EQUITY I IS 81% 1 60 0 0.97% 0%
LARGE BLEND DFEOX DFA US TARGET VAL I 80% 1 60 0 0.15% 0.91%
LARGE GROWTH NBSTX Neuberger Berman SOCIALLY RESP TR 80% 1 60 0 1.3% 2.65%
LARGE BLEND NBSSX Neuberger Berman FOCUS TRUST 80% 1 60 0 1.12% 10.28%
SMALL VALUE AVPAX American Beacon SM CAP VAL INV 79% 1 60 0 1.28% 11.48%
Small Growth PKSFX VIRTUS SM-CAP CORE I 79% 1 60 0 1.99% 12.64%
LARGE GROWTH SBLYX CBA LG CAP GR A 78% 1 60 0 0.68% 10.11%
LARGE VALUE AADEX American Beacon Lg Cap Value Inst 78% 1 60 0 0.94% 12.08%
Mid-Cap Growth FMCSX FIDELITY MID CAP STOCK 77% 1 60 0 0.75% 2.03%
MID-CAP VALUE FSMVX FIDELITY MID CAP VALUE 76% 1 60 0 1.08% 8.46%
LARGE GROWTH FMAGX FIDELITY MAGELLAN 75% 1 60 0 0.52% 6.8%
Small Growth HSLYX HARTFORD SM CAP GROWTH Y 74% 1 60 0 0.89% 8.19%
MID-CAP BLEND FSLSX FIDELITY VALUE STRAT 74% 1 60 0 1.15% 8.86%
LARGE VALUE ALVIX American Century LG CO VAL INV 74% 1 60 0 0.63% 12.43%
LARGE VALUE FSLVX FIDELITY STKSEL LGCAP VAL 73% 1 60 0 1.94% 10.21%
LARGE VALUE FSDIX FIDELITY STRAT DIV & INC 73% 1 60 0 0.68% 7.73%
LARGE GROWTH TWCUX American Century ULTRA INV 73% 1 60 0 0.99% 11.97%
LARGE GROWTH FDCAX FIDELITY CAPITAL APPREC 73% 1 60 0 0.83% 8.59%
Mid-Cap Growth FSGAX Franklin SMMIDCAP GRTH A 72% 1 60 0 0.85% 6.56%
Mid-Cap Growth FDEGX FIDELITY GROWTH STRAT 72% 3 60 0 0.72% 9.41%
SMALL BLEND FDSCX FIDELITY STK SEL SM CAP 70% 3 60 0 1.46% 0.87%
Small Growth MGSEX MANAGERS SPECIAL EQ 70% 1 60 0 0.93% 0.18%
LARGE VALUE FBCVX FIDELITY BLUE CHIP VALUE 70% 1 60 0 0.63% 3.21%
LARGE BLEND FGRTX FIDELITY MEGA CAP STOCK 70% 1 60 0 0.51% 4.49%
Small Growth ARTSX ARTISAN SMALL CAP 69% 1 60 0 1.07% 9.04%
LARGE GROWTH FCNKX FIDELITY CONTRAFUND K 68% 1 60 0 0.55% 5.16%
Mid-Cap Growth FAGKX FIDELITY GROWTH CO K 68% 1 60 0 0.72% 9.24%
LARGE BLEND FVDFX FIDELITY VALUE DISCOV 67% 1 60 0 0.8% 9.23%
LARGE VALUE FETKX FIDELITY EQ DIV INCOME 67% 1 60 0 0.58% 7.6%
LARGE BLEND FGIKX FIDELITY GROWTH & INC 64% 1 60 0 0.57% 10.15%
SMALL BLEND ASQIX American Century SM COMP INV 63% 1 60 0 0.65% 2.85%
MID-CAP VALUE ABASX AllianceBern DISC VAL A 61% 1 60 0 0.86% 6.12%
Mid-Cap Growth MACGX Morgan Stanley Inst MID CAP GRTH P 60% 1 60 0 1.03% 0%
LARGE GROWTH MSEGX Morgan Stanley Inst GROWTH P 57% 1 60 0 0.49% 0%
LARGE GROWTH PTSGX TOUCHSTONE SC SEL GR Z 56% 1 60 0 1.78% 0.7%
LARGE VALUE ACGIX INVESCO GRTH & INC A 54% 1 60 0 0.53% 8.92%
LARGE GROWTH TGCNX TCW SELECT EQUITY N 50% 1 60 0 1.2% 15.84%
LARGE GROWTH CSIEX CALVERT EQUITY A 50% 1 60 0 0.59% 19.34%
LARGE VALUE ACSTX INVESCO COMSTOCK A 48% 1 60 0 1.55% 8.83%
MID-CAP BLEND CAAPX ARIEL APPRECIATION 47% 1 60 0 1.1% 13.73%
Small Growth MSSMX Morgan Stanley Inst SM CO GRTH P 46% 1 60 0 2.1% 0%
SMALL BLEND LSCRX LOOMIS SM CAP VAL R 45% 1 60 0 0.84% 16.91%
SMALL VALUE SCVAX Wells Fargo Advantage SMALL CO VALUE A 45% 1 60 0 0.85% 6.06%
LARGE VALUE TESIX MUTUAL SHARES A 43% 1 60 0 1.25% 7.66%
LARGE VALUE LAFFX Lord ABBETT AFFILTD A 40% 1 60 0 1.47% 7.86%
SMALL BLEND RSPFX RS PARTNERS A 40% 1 60 0 1.12% 5.55%
Mid-Cap Growth BGRFX BARON GROWTH 40% 1 60 0 1.3% 15.52%
Small Growth RSEGX RS SMALL CAP GRTH A 36% 1 60 0 2.16% 0%
LARGE VALUE VVOAX INVESCO VALUE OPPS A 35% 1 60 0 0.97% 11.61%
Mid-Cap Growth FMCAX FIDELITY STK SEL MID CAP 34% 1 60 0 0.72% 8.39%
Mid-Cap Growth CCAFX CALVERT CAP ACC A 34% 1 60 0 1.18% 0.15%
LARGE GROWTH VAFAX INVESCO AM FRANCHISE A 33% 1 60 0 0.69% 14.01%
SMALL BLEND CCVAX CALVERT SMALL CAP A 31% 1 60 0 1.19% 12.02%
LARGE GROWTH SHRAX CBA AGG GR A 27% 1 60 0 1.24% 19.95%
LARGE GROWTH LGRRX LOOMIS GROWTH A 27% 1 60 0 1.65% 2.76%
LARGE VALUE KDHAX DWS EQUITY DIV A 26% 1 60 0 0.8% 14.8%
LARGE BLEND LMVFX Legg Mason CM VALUE FI 24% 1 60 0 0.7% 8.54%
LARGE GROWTH FFTYX FIDELITY FIFTY 20% 1 60 0 1.65% 80.06%
Small Growth BSFIX BARON SMALL CAP 6% 1 60 0 1.04% 8.2%
MID-CAP BLEND FLPSX FIDELITY LOW PRICED STK 1% 3 60 0 0.92% 13.05%
MID-CAP BLEND FSEVX Fidelity Spartan EXT MKT IDX ADV 0% 3 60 0 0.07% 4.47%
LARGE GROWTH FMELX Strategic Advivers GROWTH MULTI MGR 0% 1 60 0 0.92% 34.92%
LARGE BLEND FLAUX Strategic Advivers CORE MULTI MGR 0% 1 60 0 0.98% 30.54%
LARGE VALUE FKMOX Strategic Advivers VALUE MULTI MGR 0% 1 60 0 0.99% 30.13%
SMALL BLEND FSSVX Fidelity Spartan SM CAP IDX ADV 0% 3 60 0 0.24% 3.31%
MID-CAP BLEND FSCKX Fidelity Spartan MID CAP IDX ADV 0% 1 60 0 0.14% 2.71%
LARGE BLEND FOTTX FIDELITY 130/30 LG CAP 0% 1 60 0 1.3% 0.85%
MID-CAP BLEND FMEIX FIDELITY MID CAP ENH INDX 0% 1 60 0 0.45% 4.2%
SMALL BLEND FCPEX FIDELITY SM CAP ENH INDX 0% 3 60 0 0.55% 1.76%
LARGE GROWTH FLGEX FIDELITY LC GRO ENH INDX 0% 1 60 0 0.39% 1.33%
LARGE VALUE FLVEX FIDELITY LC VAL ENH INDX 0% 1 60 0 0.39% 7.33%
LARGE BLEND FLCEX FIDELITY LC CORE ENH INDX 0% 1 60 0 0.39% 2.34%
MID-CAP BLEND SMCDX Wells Fargo Advantage SPL MIDCP VL INV 0% 1 60 0 1.32% 8.77%
MID-CAP VALUE CBMDX Wells Fargo Advantage C&B MDCP VAL INV 0% 1 60 0 1.25% 0.12%
Mid-Cap Growth RIMSX RAINIER SM/MID CAP 0% 1 60 0 1.26% 13.78%
MID-CAP VALUE FMIVX VIRTUS MID-CAP VAL A 0% 1 60 0 1.47% 20.14%
Small Growth LSBAX Lord ABBETT SMCP BLD A 0% 1 60 0 1.33% 0%
LARGE GROWTH HGWYX HARTFORD GROWTH Y 0% 1 60 0 0.79% 12.07%
Mid-Cap Growth TWCVX American Century VISTA INV 0% 1 60 0 1.03% 0%
Mid-Cap Growth ACTWX Columbia Acorn SELECT Z 0% 1 60 0 0.92% 10.01%
SMALL VALUE PVADX ALZGI NFJ SMCPVL ADM 0% 1 60 0 0.89% 12.13%
Mid-Cap Growth ARTMX ARTISAN MID CAP INV 0% 1 60 0 0.96% 18.84%
MID-CAP BLEND GTAGX INVESCO MDCP CORE EQ A 0% 1 60 0 1.23% 21.75%
SMALL BLEND SSMVX Wells Fargo Advantage SM CAP VAL INV 0% 1 60 0 1.35% 16.46%
SMALL BLEND RYLPX ROYCE LOW PR STK SER 0% 1 60 0 1.51% 15.78%
SMALL BLEND JCSAX JHancock SMALL COMPANY A 0% 1 60 0 1.5% 17.75%
LARGE GROWTH FSLGX FIDELITY LARGE CAP GROWTH 0% 1 60 0 0.88% 0.77%
LARGE GROWTH FDCIX FIDELITY STK SEL ALL CAP 0% 1 60 0 0.99% 0%
LARGE GROWTH FDFFX FIDELITY INDEPENDENCE 0% 1 60 0 0.85% 30.87%
LARGE GROWTH FEXPX FIDELITY EXPORT & MULTI 0% 1 60 0 0.74% 0.48%
Mid-Cap Growth IBAIX BARON ASSET FUND 0% 1 60 0 NA 0%
LARGE GROWTH CSTGX INVESCO CONSTELLATION A 0% 1 60 0 1.29% 0%
LARGE BLEND FFSMX Fidelity Spartan TOT MKT IDX FAI 0% 1 60 0 0.06% 2.42%
REAL ESTATE
REAL ESTATE FRESX FIDELITY REAL ESTATE INVS 96% 1 60 0 0.72% 4.44%
REAL ESTATE FRIFX FIDELITY REAL ESTATE INC 88% 3 60 0 0.71% 4.71%
Global Real Estate FIREX FIDELITY INTL REAL ESTATE 84% 3 60 0 1.2% 3.12%
REAL ESTATE FSRVX Fidelity Spartan REAL ES IDX ADV 0% 3 60 0 0.12% 3.34%
FIXED INCOME
Short-Term Bond FSHBX FIDELITY SHORT TERM BOND 100% 1 60 0 0.5% 4.18%
Intermediate Government FSTGX FIDELITY INTM GOVT INCOME 97% 1 60 0 0.45% 3.14%
Intermediate-Term Bond PTTRX PIMCO TOTAL RT INST 96% 1 60 0 0.83% 4.63%
High Yield Bond SPHIX FIDELITY HIGH INCOME 91% 3 60 0 1.16% 6.67%
High Yield Bond FAGIX FIDELITY CAPITAL & INCOME 91% 3 60 0 0.93% 5.04%
Intermediate Government FGOVX FIDELITY GOVT INCOME 91% 1 60 0 0.76% 3.5%
Emerging Markets Bond FNMIX FIDELITY NEW MARKETS INC 89% 3 60 0 0.82% 5.39%
High Yield Bond FHIFX FIDELITY FOCUSED HIGH INC 88% 3 60 0 0.75% 5.84%
Intermediate Government FGMNX FIDELITY GNMA 87% 1 60 0 0.45% 3.72%
ULTRASHORT BOND FULIX FIDELITY ULTRASHORT BOND 81% 1 60 0 0.36% 4.76%
Intermediate-Term Bond FTBFX FIDELITY TOTAL BOND 81% 1 60 0 0.5% 4.43%
Intermediate-Term Bond MGFIX MANAGERS BOND FUND 81% 1 60 0 0.68% 3.76%
Inflation-Protected Bond PRRIX PIMCO REAL RETURN INST 80% 1 60 0 1.37% 3.4%
Intermediate-Term Bond FTHRX FIDELITY INTERMED BOND 78% 1 60 0 0.45% 3.7%
Intermediate-Term Bond FMSFX FIDELITY MORTGAGE SEC 78% 1 60 0 0.45% 4.06%
Intermediate-Term Bond FBNDX FIDELITY INVST GR BD 76% 1 60 0 0.76% 3.93%
Multisector Bond FSICX FIDELITY STRATEGIC INCOME 74% 1 60 0 0.7% 3.83%
WORLD BOND TPINX Templeton GLOBAL BOND A 74% 1 60 0 0.96% 5.11%
Bank Loan FFRAX FIDELITY FLOAT RT HI INC 73% 1 60 0 0.97% 6.26%
Inflation-Protected Bond PARRX PIMCO REAL RTN BD AD 60% 1 60 0 1.37% 3.14%
Short-Term Bond PLDAX PIMCO LOW DUR ADM 55% 1 60 0 1.05% 3.95%
Intermediate-Term Bond NCRIX Neuberger Berman CORE BOND INV 52% 1 60 0 1.54% 4.33%
High Yield Bond PHYAX PIMCO HIGH YIELD ADM 51% 1 60 0 0.66% 6.12%
Intermediate-Term Bond CSIBX CALVERT BOND A 47% 1 60 0 1.53% 4.38%
Intermediate-Term Bond WACIX Western Asset CORE PLUS BOND FI 44% 1 60 0 1.34% 4.5%
Intermediate-Term Bond WAPIX Western Asset CORE BOND FI 42% 1 60 0 0.42% 3.93%
Intermediate-Term Bond FCBFX FIDELITY CORPORATE BOND 33% 1 60 0 0.81% 4.3%
WORLD BOND FGBFX FIDELITY GLOBAL BOND 26% 1 60 0 0.5% 4.51%
Inflation-Protected Bond FIPDX Fidelity Spartan INFL PR IDX ADV 11% 1 60 0 0.05% 3.83%
Intermediate-Term Bond FWHBX Strategic Advivers CORE INCOME MULTI 0% 1 60 0 NA 1.99%
WORLD BOND FINUX FIDELITY INTL BOND 0% 1 60 0 0.75% 2.01%
LONG GOVERNMENT FLBIX Fidelity Spartan LT TR IDX ADV 0% 1 60 0 0.17% 2.78%
Intermediate Government FIBIX Fidelity Spartan INT TR IDX ADV 0% 1 60 0 0.17% 2.04%
Intermediate Government FSBAX Fidelity Spartan ST TR IDX ADV 0% 1 60 0 0.07% 1.53%
Intermediate-Term Bond FSITX Fidelity Spartan US BOND IDX ADV 0% 1 60 0 0.11% 2.65%
High Yield Bond FGHNX FIDELITY GLB HIGH INCOME 0% 3 60 0 0.9% 6%
ULTRASHORT BOND FCONX FIDELITY CONSV INC BD 0% 1 60 0 0.35% 2.25%
High Yield Bond CIOZX Columbia INCOME OPPS Z 0% 1 60 0 0.79% 4.13%
High Yield Bond LBHBX Neuberger Berman HIGH INC BOND INV 0% 1 60 0 NA 0%
WORLD BOND PADMX PIMCO GLBBND AD UNHDGD 0% 1 60 0 0.57% 10.28%
LONG GOVERNMENT PLGBX PIMCO LT US GOVT ADM 0% 1 60 0 0.82% 6.8%
Intermediate-Term Bond MPFIX Morgan Stanley Inst CP FX INC P 0% 1 60 0 0.77% 3.24%
Inflation-Protected Bond FINPX FIDELITY INFLAT PROT BOND 0% 1 60 0 0.45% 5.42%
Average Expense Ratio: 0.89%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -4.6% -6.0% 2.1% 0.6% 6.7% 5.5%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -7.0% -4.2% 6.7% 4.6% 5.5% 6.9%

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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*
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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 307 funds. It covers 5 major asset classes and 66 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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