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MyPlanIQ 401k Investor FMR LLC PROFIT SHARING PLAN

FMR LLC PROFIT SHARING PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
FMR LLC PROFIT SHARING PLAN
Investment Options
Total Available Funds: 183
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K
China Region FHKCX Fidelity China Region Fund
Latin America Stock FLATX FID LATIN AMERICA
Others
Consumer Defensive FDFAX Select Consumer Staples Portfolio
Financial FSPCX Select Insurance Portfolio
Industrials FSRFX Select Transportation Portfolio
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin Fund
WORLD STOCK FWWFX Fidelity Worldwide Fund
JAPAN STOCK FJPNX FID JAPAN
Total Available Funds: 183
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K
China Region FHKCX Fidelity China Region Fund
Latin America Stock FLATX FID LATIN AMERICA
DIVERSIFIED EMERGING MKTS FEDDX Fidelity Emerging Markets Discovery Fund
DIVERSIFIED EMERGING MKTS FPMAX SPTN EM MKTS IDX ADV
DIVERSIFIED EMERGING MKTS FTEMX Fidelity Total Emerging Markets Fund
DIVERSIFIED EMERGING MKTS FEMEX Fidelity Emerging Europe Middle East Africa (EMEA) Fund
Others
Consumer Defensive FDFAX Select Consumer Staples Portfolio
Financial FSPCX Select Insurance Portfolio
Industrials FSRFX Select Transportation Portfolio
Natural Resources FNARX FID SEL NATURAL RES
Conservative Allocation FTANX Fidelity Asset Manager 30%
Conservative Allocation FASIX FID ASSET MGR 20%
Conservative Allocation FSRRX FSRRX,FID STRAT REAL RET
Aggressive Allocation FFNOX Fidelity Four-in-One Index Fund
Aggressive Allocation FAMRX Fidelity Asset Manager 85%
EQUITY PRECIOUS METALS FSAGX FID SEL GOLD
Health FSMEX Select Medical Equipment and Systems Portfolio
Utilities FSUTX Select Utilities Portfolio
Health FBIOX Select Biotechnology Portfolio
Technology FSCSX Select Software and Computer Services Portfolio 
Industrials FSDAX Select Defense and Aerospace Portfolio
Convertibles FCVSX Fidelity Convertible Securities Fund
Equity Energy FSENX FID SEL ENERGY
MISCELLANEOUS SECTOR FSCHX Select Chemicals Portfolio
MISCELLANEOUS SECTOR FBSOX Select IT Services Portfolio
Utilities FIUIX Fidelity Telecom and Utilities Fund 
Moderate Allocation FASMX Fidelity Asset Manager 50%
Natural Resources FSDPX Select Materials Portfolio
Health FPHAX Select Pharmaceuticals Portfolio
Consumer Cyclical FDLSX Select Leisure Portfolio
Communications FWRLX Select Wireless Portfolio
Technology FDCPX Select Computers Portfolio
Communications FSTCX Select Telecommunications Portfolio
Moderate Allocation FASGX FID ASSET MGR 70%
Health FSHCX Select Medical Delivery Portfolio
Equity Energy FSESX Select Energy Service Portfolio
Industrials FCYIX Select Industrials Portfolio
Equity Energy FSNGX FID SEL NATURAL GAS
Health FSPHX FID SEL HEALTHCARE
MISCELLANEOUS SECTOR FSLEX Select Environment and Alternative Energy Portfolio 
Technology FSPTX Select Technology Portfolio
Industrials FSAIX Select Air Transportation Portfolio
Consumer Cyclical FSRPX Select Retailing Portfolio
MISCELLANEOUS SECTOR FSHOX Select Construction and Housing Portfolio
Financial FSLBX Select Brokerage and Investment Management Portfolio
Consumer Cyclical FSCPX FID SEL CONS DISCR
MISCELLANEOUS SECTOR FSAVX Select Automotive Portfolio
Communications FSDCX Select Communications Equipment Portfolio
Communications FBMPX Select Multimedia Portfolio
Conservative Allocation FFANX Fidelity Asset Manager 40%
Technology FSELX Select Electronics Portfolio
Financial FSRBX FID SEL BANKING
Financial FIDSX FID SEL FINANCIAL
Financial FSVLX Select Consumer Finance Portfolio
Moderate Allocation FBAKX FID BALANCED K
Moderate Allocation FPUKX FID PURITAN K
Moderate Allocation FSANX Fidelity Asset Manager 60%
Industrials FSCGX Select Industrial Equipment Portfolio
Natural Resources FFGCX FID GLB COMDTY STK
ROOT CASH FIMM MONEY MKT INST
World Allocation FGBLX Fidelity Global Balanced Fund
Retirement Income FFKAX Fidelity Freedom K Income Fund 
Target Date 2050+ FDENX Fidelity Freedom K 2055 Fund
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 Fund
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 Fund
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 Fund
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015 Fund
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 Fund
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005 Fund
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000 Fund
World Allocation FDYSX FID GLOBAL STRAT
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin Fund
WORLD STOCK FWWFX Fidelity Worldwide Fund
JAPAN STOCK FJPNX FID JAPAN
FOREIGN SMALL/MID GROWTH FISMX FID INTL SMALL CAP
PACIFIC/ASIA EX-JAPAN STK FSEAX FID EMERGING ASIA
Foreign Large Growth FIVFX FID INTL CAP APPREC
FOREIGN SMALL/MID GROWTH FSCOX FID INTL SM CAP OPP
Foreign Large Growth FIGFX Fidelity International Growth Fund
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FIDKX FID INTL DISCOVERY K
Foreign Large Blend FOSKX Fidelity Overseas Fund - Class K
Foreign Large Blend FTIEX Fidelity Total International Equity Fund
Foreign Large Value FIVLX Fidelity International Value Fund
EUROPE STOCK FIEUX Fidelity Europe Fund
JAPAN STOCK FJSCX FID JAPAN SMALL CO
Foreign Large Growth FICDX Fidelity Canada Fund
EUROPE STOCK FNORX Fidelity Nordic Fund
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Foreign Large Blend FSGDX SPTN GLB XUS IDX ADV SPTN GLB XUS IDX ADV
Foreign Large Blend FIENX Fidelity International Enhanced Index Fund
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation Fund
US EQUITY
LARGE BLEND FLCSX FID LARGE CAP STOCK
SMALL VALUE FCPVX FID SMALL CAP VALUE
SMALL BLEND FSCRX FID SM CAP DISCOVERY
LARGE GROWTH FTRNX FTRNX,FID TREND
LARGE GROWTH FTQGX FID FOCUSED STOCK
Small Growth FCPGX FID SMALL CAP GROWTH
LARGE GROWTH FMILX FID NEW MILLEN
LARGE GROWTH FNCMX FID NASDAQ COMP INDX
LARGE GROWTH FDETX FA CAP DEVELOPMENT O
MID-CAP BLEND FSLCX FID SMALL CAP STOCK
MID-CAP VALUE FSMVX Fidelity Mid Cap Value Fund
LARGE VALUE FSLVX Fidelity Stock Selector Large Cap Value Fund 
LARGE VALUE FSDIX FID STRAT DIV & INC
SMALL BLEND FDSCX Fidelity Stock Selector Small Cap Fund
LARGE VALUE FBCVX Fidelity Blue Chip Value Fund
LARGE BLEND FGRTX FID MEGA CAP STOCK
LARGE GROWTH FBGKX FID BLUE CHIP GR K
LARGE GROWTH FCAKX FID CAP APPREC K
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE BLEND FFDKX FID FUND K
Mid-Cap Growth FAGKX FID GR STRATEGIES K
LARGE GROWTH FGCKX FID GROWTH CO K
LARGE GROWTH FGDKX FID GROWTH DISC K
Mid-Cap Growth FKMCX FID MID CAP STOCK K
LARGE GROWTH FMGKX Fidelity Magellan Fund - Class K
LARGE BLEND FDESX FA DIVERSIFIED STK O
LARGE GROWTH FOCKX FID OTC K
MID-CAP VALUE FVLKX FID VALUE K
LARGE GROWTH FSSKX FID STK SEL ALL CP K
LARGE VALUE FEIKX Fidelity Equity-Income Fund - Class K
LARGE VALUE FETKX Fidelity Equity Dividend Income Fund - Class K
LARGE BLEND FDEKX FID DISCIPLND EQ K
LARGE BLEND FDGKX FID DIVIDEND GR K
LARGE BLEND FGIKX FID GROWTH & INC K
LARGE BLEND FVDKX Fidelity Value Discovery Fund - Class K
MID-CAP BLEND FLCKX Fidelity Leveraged Company Stock Fund - Class K
MID-CAP BLEND FLCKX FID LEVERGD CO STK K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
MID-CAP BLEND FVSKX FID VALUE STRAT K
LARGE GROWTH FFTYX FID FIFTY
LARGE VALUE FKMOX Strategic Advisers Value Multi-Manager Fund 
LARGE GROWTH FMELX Strategic Advisers Growth Multi-Manager Fund
LARGE BLEND FLAUX Strategic Advisers Core Multi-Manager Fund
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV
SMALL BLEND FSSVX SPTN SM CAP IDX ADV SPTN SM CAP IDX ADV
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FXSIX SPTN 500 INDEX INST
MID-CAP BLEND FSCKX Spartan Mid Cap Index Fund - Fidelity Advantage Class
Mid-Cap Growth FSMGX Fidelity Mid Cap Growth Fund
MID-CAP BLEND FMEIX FFidelity Mid Cap Enhanced Index Fund
LARGE GROWTH FLGEX Fidelity Large Cap Growth Enhanced Index Fund
LARGE BLEND FLCEX Fidelity Large Cap Core Enhanced Index Fund
LARGE GROWTH FDFKX Fidelity Independence Fund - Class K
LARGE GROWTH FEXKX Fidelity Export and Multinational Fund - Class K 
LARGE BLEND FOTTX Fidelity 130/30 Large Cap Fund 
SMALL BLEND FCPEX FID SM CAP ENH INDX
LARGE VALUE FLVEX FID LC VAL ENH INDX
LARGE GROWTH FSLGX FID LARGE CAP GROWTH
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
REAL ESTATE FRIFX FID REAL ESTATE INC
Global Real Estate FIREX FID INTL REAL ESTATE
REAL ESTATE FSRVX SPTN REAL ES IDX ADV SPTN REAL ES IDX ADV
FIXED INCOME
Short-Term Bond FSHBX FSHBX,FID SHORT TERM BOND
Intermediate Government FSTGX FID INTM GOVT INCOME
Bank Loan FFRHX FID FLOAT RT HI INC
High Yield Bond SPHIX FID HIGH INCOME
High Yield Bond FAGIX FID CAPITAL & INCOME
Intermediate Government FGOVX FIDELITY GOVT INCOME
Emerging Markets Bond FNMIX FID NEW MARKETS INC
High Yield Bond FHIFX FID FOCUSED HIGH INC
Intermediate Government FGMNX FID GNMA
SHORT GOVERNMENT FFXSX Fidelity Institutional Short-Intermediate Government Fund
Intermediate-Term Bond FTBFX FID TOTAL BOND
Intermediate-Term Bond FTHRX FID INTERMED BOND
Intermediate-Term Bond FMSFX FID MORTGAGE SEC
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond Fund
Multisector Bond FSICX FID STRATEGIC INCOME
ULTRASHORT BOND FCNVX FID CONSV INC BD IS
Intermediate-Term Bond FCBFX Fidelity Corporate Bond Fund 
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS SPTN US BOND IDX IS
SHORT GOVERNMENT FSBAX Spartan Short-Term Treasury Bond Index Fund - Fidelity Advantage Class
LONG GOVERNMENT FLBAX Spartan Long-Term Treasury Bond Index Fund - Fidelity Advantage Class
Intermediate Government FIBAX Spartan Intermediate Treasury Bond Index Fund - Fidelity Advantage Class
ULTRASHORT BOND FUSFX Fidelity Ultra-Short Bond Fund
High Yield Bond FGHNX Fidelity Global High Income Fund
Inflation-Protected Bond FINPX FID INFLAT PROT BOND
Total Available Funds: 183
  • 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 FKEMX FID EMERGING MKTS K 74% 1 60 0 0.9% 0.08%
China Region FHKCX Fidelity China Region Fund 63% 1 60 0 1.53% 2.24%
Latin America Stock FLATX FID LATIN AMERICA 57% 1 60 0 0.86% 6.89%
DIVERSIFIED EMERGING MKTS FEDDX Fidelity Emerging Markets Discovery Fund 36% 1 60 0 1.19% 5.15%
DIVERSIFIED EMERGING MKTS FPMAX SPTN EM MKTS IDX ADV 0% 1 60 0 0.22% 1.87%
DIVERSIFIED EMERGING MKTS FTEMX Fidelity Total Emerging Markets Fund 0% 1 60 0 1.1% 121%
DIVERSIFIED EMERGING MKTS FEMEX Fidelity Emerging Europe Middle East Africa (EMEA) Fund 0% 1 60 0 1.31% 6.42%
Others
Consumer Defensive FDFAX Select Consumer Staples Portfolio 97% 1 60 0 1.01% 3.05%
Financial FSPCX Select Insurance Portfolio 97% 1 60 0 0.81% 4.38%
Industrials FSRFX Select Transportation Portfolio 96% 1 60 0 0.76% 9.76%
Natural Resources FNARX FID SEL NATURAL RES 96% 1 60 0 0.77% 2.56%
Conservative Allocation FTANX Fidelity Asset Manager 30% 95% 1 60 0 0.83% 3.02%
Conservative Allocation FASIX FID ASSET MGR 20% 95% 1 60 0 0.83% 3.25%
Conservative Allocation FSRRX FSRRX,FID STRAT REAL RET 94% 1 60 0 0.95% 4.6%
Aggressive Allocation FFNOX Fidelity Four-in-One Index Fund 87% 1 60 0 0.11% 2.43%
Aggressive Allocation FAMRX Fidelity Asset Manager 85% 85% 1 60 0 1.23% 6.03%
EQUITY PRECIOUS METALS FSAGX FID SEL GOLD 78% 1 60 0 0.77% 7.45%
Health FSMEX Select Medical Equipment and Systems Portfolio 78% 1 60 0 0.84% 16.03%
Utilities FSUTX Select Utilities Portfolio 78% 1 60 0 0.74% 5.51%
Health FBIOX Select Biotechnology Portfolio 77% 1 60 0 0.72% 8.93%
Technology FSCSX Select Software and Computer Services Portfolio  77% 1 60 0 0.69% 16.62%
Industrials FSDAX Select Defense and Aerospace Portfolio 76% 1 60 0 0.75% 2.63%
Convertibles FCVSX Fidelity Convertible Securities Fund 76% 1 60 0 1.04% 11.46%
Equity Energy FSENX FID SEL ENERGY 76% 1 60 0 0.83% 2.4%
MISCELLANEOUS SECTOR FSCHX Select Chemicals Portfolio 76% 1 60 0 0.75% 3.15%
MISCELLANEOUS SECTOR FBSOX Select IT Services Portfolio 76% 1 60 0 0.73% 13.25%
Utilities FIUIX Fidelity Telecom and Utilities Fund  75% 1 60 0 0.73% 9.16%
Moderate Allocation FASMX Fidelity Asset Manager 50% 75% 1 60 0 0.92% 7.44%
Natural Resources FSDPX Select Materials Portfolio 75% 1 60 0 0.76% 5.61%
Health FPHAX Select Pharmaceuticals Portfolio 75% 1 60 0 0.76% 6.8%
Consumer Cyclical FDLSX Select Leisure Portfolio 75% 1 60 0 0.74% 14.66%
Communications FWRLX Select Wireless Portfolio 75% 1 60 0 0.79% 6.94%
Technology FDCPX Select Computers Portfolio 75% 1 60 0 0.73% 12.93%
Communications FSTCX Select Telecommunications Portfolio 75% 1 60 0 1.13% 3%
Moderate Allocation FASGX FID ASSET MGR 70% 75% 1 60 0 0.97% 7.7%
Health FSHCX Select Medical Delivery Portfolio 74% 1 60 0 0.73% 0.78%
Equity Energy FSESX Select Energy Service Portfolio 74% 1 60 0 0.91% 3.18%
Industrials FCYIX Select Industrials Portfolio 74% 1 60 0 0.76% 5.86%
Equity Energy FSNGX FID SEL NATURAL GAS 74% 1 60 0 0.92% 3.25%
Health FSPHX FID SEL HEALTHCARE 74% 1 60 0 0.69% 20.36%
MISCELLANEOUS SECTOR FSLEX Select Environment and Alternative Energy Portfolio  74% 1 60 0 0.79% 2.08%
Technology FSPTX Select Technology Portfolio 74% 1 60 0 0.7% 12.2%
Industrials FSAIX Select Air Transportation Portfolio 73% 1 60 0 0.85% 19.53%
Consumer Cyclical FSRPX Select Retailing Portfolio 72% 1 60 0 0.72% 18.29%
MISCELLANEOUS SECTOR FSHOX Select Construction and Housing Portfolio 72% 1 60 0 0.77% 6.39%
Financial FSLBX Select Brokerage and Investment Management Portfolio 72% 1 60 0 0.75% 2.03%
Consumer Cyclical FSCPX FID SEL CONS DISCR 72% 1 60 0 0.76% 9.78%
MISCELLANEOUS SECTOR FSAVX Select Automotive Portfolio 71% 1 60 0 0.89% 14.19%
Communications FSDCX Select Communications Equipment Portfolio 71% 1 60 0 0.87% 12.72%
Communications FBMPX Select Multimedia Portfolio 71% 1 60 0 1.07% 14.86%
Conservative Allocation FFANX Fidelity Asset Manager 40% 71% 1 60 0 0.57% 3.71%
Technology FSELX Select Electronics Portfolio 71% 1 60 0 0.69% 20.26%
Financial FSRBX FID SEL BANKING 70% 1 60 0 0.75% 11.4%
Financial FIDSX FID SEL FINANCIAL 70% 1 60 0 0.75% 7.3%
Financial FSVLX Select Consumer Finance Portfolio 69% 1 60 0 0.87% 0%
Moderate Allocation FBAKX FID BALANCED K 69% 1 60 0 0.5% 6.11%
Moderate Allocation FPUKX FID PURITAN K 68% 1 60 0 0.5% 6.82%
Moderate Allocation FSANX Fidelity Asset Manager 60% 68% 1 60 0 1.24% 6.15%
Industrials FSCGX Select Industrial Equipment Portfolio 32% 1 60 0 0.84% 20.11%
Natural Resources FFGCX FID GLB COMDTY STK 28% 1 60 0 1.94% 3%
ROOT CASH FIMM MONEY MKT INST 0% 1 60 0 NA 2.53%
World Allocation FGBLX Fidelity Global Balanced Fund 0% 1 60 0 1.06% 23.93%
Retirement Income FFKAX Fidelity Freedom K Income Fund  0% 1 60 0 0.39% 3.89%
Target Date 2050+ FDENX Fidelity Freedom K 2055 Fund 0% 1 60 0 0.05% 3.38%
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 Fund 0% 1 60 0 0.64% 3.89%
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 Fund 0% 1 60 0 0.58% 4.63%
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 Fund 0% 1 60 0 0.54% 3.87%
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015 Fund 0% 1 60 0 0.51% 6.93%
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 Fund 0% 1 60 0 0.5% 6.98%
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005 Fund 0% 1 60 0 0.46% 5.14%
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000 Fund 0% 1 60 0 0.39% 4.72%
World Allocation FDYSX FID GLOBAL STRAT 0% 1 60 0 1.08% 15.89%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 3.92%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 4.66%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 4.48%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 3.82%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin Fund 100% 1 60 0 1.12% 9.18%
WORLD STOCK FWWFX Fidelity Worldwide Fund 99% 1 60 0 0.95% 12.05%
JAPAN STOCK FJPNX FID JAPAN 86% 1 60 0 1.13% 10.59%
FOREIGN SMALL/MID GROWTH FISMX FID INTL SMALL CAP 82% 1 60 0 1.43% 3.71%
PACIFIC/ASIA EX-JAPAN STK FSEAX FID EMERGING ASIA 78% 1 60 0 1.18% 0.26%
Foreign Large Growth FIVFX FID INTL CAP APPREC 76% 1 60 0 0.8% 14.32%
FOREIGN SMALL/MID GROWTH FSCOX FID INTL SM CAP OPP 76% 1 60 0 1.3% 11.61%
Foreign Large Growth FIGFX Fidelity International Growth Fund 72% 1 60 0 0.89% 3.54%
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 1 60 0 0.99% 10.64%
Foreign Large Blend FIDKX FID INTL DISCOVERY K 71% 1 60 0 0.99% 7.15%
Foreign Large Blend FOSKX Fidelity Overseas Fund - Class K 71% 1 60 0 0.95% 4.83%
Foreign Large Blend FTIEX Fidelity Total International Equity Fund 71% 1 60 0 1.55% 1.38%
Foreign Large Value FIVLX Fidelity International Value Fund 65% 1 60 0 1.55% 2.61%
EUROPE STOCK FIEUX Fidelity Europe Fund 61% 1 60 0 0.76% 2.4%
JAPAN STOCK FJSCX FID JAPAN SMALL CO 59% 1 60 0 0.91% 16.66%
Foreign Large Growth FICDX Fidelity Canada Fund 52% 1 60 0 0.86% 5.93%
EUROPE STOCK FNORX Fidelity Nordic Fund 50% 1 60 0 0.94% 8.45%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 1 60 0 0.07% 2.44%
Foreign Large Blend FSGDX SPTN GLB XUS IDX ADV SPTN GLB XUS IDX ADV 0% 1 60 0 0.18% 2.29%
Foreign Large Blend FIENX Fidelity International Enhanced Index Fund 0% 1 60 0 0.63% 5.66%
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation Fund 0% 1 60 0 1.02% 1.85%
US EQUITY
LARGE BLEND FLCSX FID LARGE CAP STOCK 96% 1 60 0 0.76% 7.24%
SMALL VALUE FCPVX FID SMALL CAP VALUE 91% 1 60 0 1.5% 10.52%
SMALL BLEND FSCRX FID SM CAP DISCOVERY 90% 1 60 0 1.07% 14.6%
LARGE GROWTH FTRNX FTRNX,FID TREND 88% 1 60 0 0.58% 7.02%
LARGE GROWTH FTQGX FID FOCUSED STOCK 88% 1 60 0 0.47% 13.37%
Small Growth FCPGX FID SMALL CAP GROWTH 87% 1 60 0 1.32% 6.96%
LARGE GROWTH FMILX FID NEW MILLEN 87% 1 60 0 0.89% 5.66%
LARGE GROWTH FNCMX FID NASDAQ COMP INDX 84% 1 60 0 0.29% 0.62%
LARGE GROWTH FDETX FA CAP DEVELOPMENT O 83% 1 60 0 1.32% 11.18%
MID-CAP BLEND FSLCX FID SMALL CAP STOCK 82% 1 60 0 0.67% 14.85%
MID-CAP VALUE FSMVX Fidelity Mid Cap Value Fund 76% 1 60 0 1.08% 8.45%
LARGE VALUE FSLVX Fidelity Stock Selector Large Cap Value Fund  73% 1 60 0 1.94% 10.21%
LARGE VALUE FSDIX FID STRAT DIV & INC 73% 1 60 0 0.68% 7.69%
SMALL BLEND FDSCX Fidelity Stock Selector Small Cap Fund 70% 1 60 0 1.46% 0.86%
LARGE VALUE FBCVX Fidelity Blue Chip Value Fund 70% 1 60 0 0.63% 3.19%
LARGE BLEND FGRTX FID MEGA CAP STOCK 70% 1 60 0 0.51% 4.44%
LARGE GROWTH FBGKX FID BLUE CHIP GR K 68% 1 60 0 0.76% 2.26%
LARGE GROWTH FCAKX FID CAP APPREC K 68% 1 60 0 0.83% 8.5%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 1 60 0 0.55% 5.07%
LARGE BLEND FFDKX FID FUND K 68% 1 60 0 0.45% 1.46%
Mid-Cap Growth FAGKX FID GR STRATEGIES K 68% 1 60 0 0.72% 9.05%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 1 60 0 0.79% 5.93%
LARGE GROWTH FGDKX FID GROWTH DISC K 68% 1 60 0 0.68% 1.84%
Mid-Cap Growth FKMCX FID MID CAP STOCK K 68% 1 60 0 0.85% 2.04%
LARGE GROWTH FMGKX Fidelity Magellan Fund - Class K 67% 1 60 0 0.68% 4.55%
LARGE BLEND FDESX FA DIVERSIFIED STK O 67% 1 60 0 1.12% 7.08%
LARGE GROWTH FOCKX FID OTC K 67% 1 60 0 0.81% 8.83%
MID-CAP VALUE FVLKX FID VALUE K 67% 1 60 0 0.75% 10.56%
LARGE GROWTH FSSKX FID STK SEL ALL CP K 67% 1 60 0 0.66% 5.42%
LARGE VALUE FEIKX Fidelity Equity-Income Fund - Class K 67% 1 60 0 0.57% 5.5%
LARGE VALUE FETKX Fidelity Equity Dividend Income Fund - Class K 67% 1 60 0 0.58% 7.62%
LARGE BLEND FDEKX FID DISCIPLND EQ K 64% 1 60 0 0.62% 8.47%
LARGE BLEND FDGKX FID DIVIDEND GR K 64% 1 60 0 0.48% 10.06%
LARGE BLEND FGIKX FID GROWTH & INC K 64% 1 60 0 0.57% 10.06%
LARGE BLEND FVDKX Fidelity Value Discovery Fund - Class K 63% 1 60 0 0.8% 9.3%
MID-CAP BLEND FLCKX Fidelity Leveraged Company Stock Fund - Class K 61% 1 60 0 0.74% 5.22%
MID-CAP BLEND FLCKX FID LEVERGD CO STK K 61% 1 60 0 0.74% 5.22%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 61% 1 60 0 0.82% 13.08%
MID-CAP BLEND FVSKX FID VALUE STRAT K 60% 1 60 0 0.75% 8.91%
LARGE GROWTH FFTYX FID FIFTY 20% 1 60 0 1.65% 80.06%
LARGE VALUE FKMOX Strategic Advisers Value Multi-Manager Fund  0% 1 60 0 0.99% 30.13%
LARGE GROWTH FMELX Strategic Advisers Growth Multi-Manager Fund 0% 1 60 0 0.92% 34.92%
LARGE BLEND FLAUX Strategic Advisers Core Multi-Manager Fund 0% 1 60 0 0.98% 30.54%
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV 0% 1 60 0 0.04% 0%
SMALL BLEND FSSVX SPTN SM CAP IDX ADV SPTN SM CAP IDX ADV 0% 1 60 0 0.24% 3.31%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 4.47%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 1 60 0 0.04% 2.05%
MID-CAP BLEND FSCKX Spartan Mid Cap Index Fund - Fidelity Advantage Class 0% 1 60 0 0.14% 2.71%
Mid-Cap Growth FSMGX Fidelity Mid Cap Growth Fund 0% 1 60 0 0.79% 0%
MID-CAP BLEND FMEIX FFidelity Mid Cap Enhanced Index Fund 0% 1 60 0 0.45% 4.2%
LARGE GROWTH FLGEX Fidelity Large Cap Growth Enhanced Index Fund 0% 1 60 0 0.39% 1.33%
LARGE BLEND FLCEX Fidelity Large Cap Core Enhanced Index Fund 0% 1 60 0 0.39% 2.34%
LARGE GROWTH FDFKX Fidelity Independence Fund - Class K 0% 1 60 0 0.77% 30.98%
LARGE GROWTH FEXKX Fidelity Export and Multinational Fund - Class K  0% 1 60 0 0.74% 0.54%
LARGE BLEND FOTTX Fidelity 130/30 Large Cap Fund  0% 1 60 0 1.3% 0.85%
SMALL BLEND FCPEX FID SM CAP ENH INDX 0% 1 60 0 0.55% 1.76%
LARGE VALUE FLVEX FID LC VAL ENH INDX 0% 1 60 0 0.39% 7.33%
LARGE GROWTH FSLGX FID LARGE CAP GROWTH 0% 1 60 0 0.88% 0.77%
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS 96% 1 60 0 0.72% 4.43%
REAL ESTATE FRIFX FID REAL ESTATE INC 88% 1 60 0 0.71% 4.7%
Global Real Estate FIREX FID INTL REAL ESTATE 84% 1 60 0 1.2% 3.09%
REAL ESTATE FSRVX SPTN REAL ES IDX ADV SPTN REAL ES IDX ADV 0% 1 60 0 0.12% 3.34%
FIXED INCOME
Short-Term Bond FSHBX FSHBX,FID SHORT TERM BOND 100% 1 60 0 0.5% 4.15%
Intermediate Government FSTGX FID INTM GOVT INCOME 97% 1 60 0 0.45% 3.15%
Bank Loan FFRHX FID FLOAT RT HI INC 93% 1 60 0 1.03% 6.46%
High Yield Bond SPHIX FID HIGH INCOME 91% 1 60 0 1.16% 6.61%
High Yield Bond FAGIX FID CAPITAL & INCOME 91% 1 60 0 0.93% 4.99%
Intermediate Government FGOVX FIDELITY GOVT INCOME 91% 1 60 0 0.76% 3.52%
Emerging Markets Bond FNMIX FID NEW MARKETS INC 89% 1 60 0 0.82% 5.37%
High Yield Bond FHIFX FID FOCUSED HIGH INC 88% 1 60 0 0.75% 5.4%
Intermediate Government FGMNX FID GNMA 87% 1 60 0 0.45% 3.71%
SHORT GOVERNMENT FFXSX Fidelity Institutional Short-Intermediate Government Fund 87% 1 60 0 0.3% 3.37%
Intermediate-Term Bond FTBFX FID TOTAL BOND 81% 1 60 0 0.5% 4.4%
Intermediate-Term Bond FTHRX FID INTERMED BOND 78% 1 60 0 0.45% 3.71%
Intermediate-Term Bond FMSFX FID MORTGAGE SEC 78% 1 60 0 0.45% 4.02%
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond Fund 76% 1 60 0 0.76% 3.92%
Multisector Bond FSICX FID STRATEGIC INCOME 74% 1 60 0 0.7% 3.83%
ULTRASHORT BOND FCNVX FID CONSV INC BD IS 37% 1 60 0 0.35% 3.83%
Intermediate-Term Bond FCBFX Fidelity Corporate Bond Fund  33% 1 60 0 0.81% 4.31%
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS SPTN US BOND IDX IS 0% 1 60 0 0.03% 2.67%
SHORT GOVERNMENT FSBAX Spartan Short-Term Treasury Bond Index Fund - Fidelity Advantage Class 0% 1 60 0 0.07% 1.53%
LONG GOVERNMENT FLBAX Spartan Long-Term Treasury Bond Index Fund - Fidelity Advantage Class 0% 1 60 0 0.07% 2.86%
Intermediate Government FIBAX Spartan Intermediate Treasury Bond Index Fund - Fidelity Advantage Class 0% 1 60 0 0.07% 2.11%
ULTRASHORT BOND FUSFX Fidelity Ultra-Short Bond Fund 0% 1 60 0 0.45% 0.16%
High Yield Bond FGHNX Fidelity Global High Income Fund 0% 1 60 0 0.9% 6%
Inflation-Protected Bond FINPX FID INFLAT PROT BOND 0% 1 60 0 0.45% 5.42%
Average Expense Ratio: 0.76%
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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 2.3% -6.9% 2.0% 0.9% 6.7% 4.9%

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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 -5.4% 0.3% 5.5% 4.6% 5.2% 6.2%

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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 for Portfolio Details or Follow 5.1% 5.2% 2.4% 5.3% 5.6% 7.6%

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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 183 funds. It covers 5 major asset classes and 63 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.


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