It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor METHODIST HEALTH SYSTEM 403B PLAN

METHODIST HEALTH SYSTEM 403B PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
METHODIST HEALTH SYSTEM 403(B)PLAN
Investment Options
Total Available Funds: 153
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LZRD EMRG MKTS EQ IS
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K
China Region FHKCX FID CHINA REGION
Others
Consumer Defensive FDFAX FID SEL CONS STAPLES
Financial FSPCX FID SEL INSURANCE
Industrials FSRFX FID SEL TRANSPORT
INTERNATIONAL EQUITY
WORLD STOCK FWWFX FID WORLDWIDE
JAPAN STOCK FJPNX FID JAPAN
PACIFIC/ASIA EX-JAPAN STK FSEAX FID EMERGING ASIA
Total Available Funds: 153
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LZRD EMRG MKTS EQ IS
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K
China Region FHKCX FID CHINA REGION
Latin America Stock FLATX FID LATIN AMERICA
DIVERSIFIED EMERGING MKTS MMKBX MSIF EMERGING MKTS P
Others
Consumer Defensive FDFAX FID SEL CONS STAPLES
Financial FSPCX FID SEL INSURANCE
Industrials FSRFX FID SEL TRANSPORT
Natural Resources FNARX FID SEL NATURAL RES
Conservative Allocation FASIX FID ASSET MGR 20%
Moderate Allocation DODBX DODGE & COX BALANCED
Aggressive Allocation FFNOX FID FOUR IN ONE IDX
Aggressive Allocation FAMRX FID ASSET MGR 85%
EQUITY PRECIOUS METALS FSAGX FID SEL GOLD
Health FSMEX FID SEL MED EQ & SYS
Utilities FSUTX FID SEL UTILITIES
Health FBIOX FID SEL BIOTECH
Technology FSCSX FID SEL SOFTWARE
Industrials FSDAX FID SEL DEFENSE
Convertibles FCVSX FID CONVERTIBLE SEC
Equity Energy FSENX FID SEL ENERGY
MISCELLANEOUS SECTOR FSCHX FID SEL CHEMICALS
MISCELLANEOUS SECTOR FBSOX FID SEL IT SERVICES
Utilities FIUIX FID TELECOM & UTIL
Moderate Allocation FASMX FID ASSET MGR 50%
Natural Resources FSDPX FID SEL MATERIALS
Health FPHAX FID SEL PHARMACEUTCL
Consumer Cyclical FDLSX FID SEL LEISURE
Communications FWRLX FID SEL WIRELESS
Technology FDCPX FID SEL COMPUTERS
Communications FSTCX FID SEL TELECOMM
Moderate Allocation FASGX FID ASSET MGR 70%
Health FSHCX FID SEL MEDICAL DEL
Equity Energy FSESX FID SEL ENERGY SVCS
Industrials FCYIX FID SEL INDUSTRIALS
Equity Energy FSNGX FID SEL NATURAL GAS
Health FSPHX FID SEL HEALTHCARE
MISCELLANEOUS SECTOR FSLEX FID SEL ENV ALT ENERGY
Technology FSPTX FID SEL TECHNOLOGY
Industrials FSAIX FID SEL AIR TRANSPRT
Consumer Cyclical FSRPX FID SEL RETAILING
MISCELLANEOUS SECTOR FSHOX FID SEL CONSTR/HOUSE
Financial FSLBX FID SELL BROKERAGE
Consumer Cyclical FSCPX FID SEL CONS DISCR
MISCELLANEOUS SECTOR FSAVX FID SEL AUTOMOTIVE
Communications FSDCX FID COMM EQUIP
Communications FBMPX FID SEL MULTIMEDIA
Technology FSELX FID SEL ELECTRONICS
Financial FSRBX FID SEL BANKING
Financial FIDSX FID SEL FINANCIAL
Financial FSVLX FID SEL CONSUMER FIN
Moderate Allocation FBAKX FID BALANCED K
Moderate Allocation FPUKX FID PURITAN K
Industrials FSCGX FID SEL INDUST EQUIP
Moderate Allocation JABRX JANUS BALANCED S
World Allocation FGBLX FID GLOBAL BALANCED
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050+ FDENX FID FREEDOM K 2055
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
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
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
INTERNATIONAL EQUITY
WORLD STOCK FWWFX FID WORLDWIDE
JAPAN STOCK FJPNX FID JAPAN
PACIFIC/ASIA EX-JAPAN STK FSEAX FID EMERGING ASIA
Foreign Large Growth FIVFX FID INTL CAP APPREC
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FIDKX FIFID INTL DISCOVERY K
WORLD STOCK RWIEX AMER CAP WRLD G&I R4
EUROPE STOCK FIEUX FID EUROPE
JAPAN STOCK FJSCX FID JAPAN SMALL CO
Foreign Large Blend REREX AF EUROPAC GRTH R4
Foreign Large Growth FICDX FID CANADA
EUROPE STOCK FNORX FID NORDIC
Foreign Large Growth JIGRX JANUS OVERSEAS S
Foreign Large Blend FSIVX SPTN INTL INEX ADV
EUROPE STOCK FECAX FID EUROPE CAP APP
US EQUITY
MID-CAP VALUE JMCVX PERKINS MID CP VAL T
Small Growth RYVPX ROYCE VALUE PLUS SER
Mid-Cap Growth NBGEX NB GENESIS - TR CL
LARGE BLEND FLCSX FID LARGE CAP STOCK
LARGE VALUE DODGX DODGE & COX STOCK
LARGE VALUE MADVX BLKRK EQUITY DIV I
LARGE GROWTH FTRNX FID TREND
LARGE GROWTH FTQGX FID FOCUSED STOCK
SMALL VALUE NSVAX COL SM CAP VAL II Z
MID-CAP BLEND FSLCX FID SMALL CAP STOCK
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I
LARGE GROWTH NBSTX NB SOCIALLY RESP TR
Small Growth PRNHX TRP NEW HORIZONS
SMALL VALUE AVPAX ABF SM CAP VAL INV
SMALL BLEND FDSCX FID STK SEL SM CAP
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
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 FOCKX FID OTC K
MID-CAP VALUE FVLKX FID VALUE K
SMALL VALUE HNVIX HEARTLAND VAL PLS IS
LARGE VALUE FEIKX FID EQUITY INCOME K
LARGE GROWTH JARTX JANUS FORTY S
MID-CAP BLEND FLCKX FID LEVERGD CO STK K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
LARGE VALUE ACSTX IVK COMSTOCK A
MID-CAP BLEND CAAPX ARIEL APPRECIATION
Small Growth MSSMX MSIF SM CO GRTH P
Mid-Cap Growth BGRFX BARON GROWTH
Mid-Cap Growth BARAX BARON ASSET FUND
Mid-Cap Growth JGRTX JANUS ENTERPRISE S
SMALL BLEND HDPSX HODGES SMALL CAP R
MID-CAP BLEND SOPFX WFA OPPORTUNITY INV
Mid-Cap Growth STCSX WFA COMMON STOCK INV
MID-CAP VALUE FMIVX VIRTUS MID-CAP VAL A
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FXSIX SPTN 500 INDEX INST
Mid-Cap Growth MCMYX MGRS/C MID CAP ADM
LARGE GROWTH JGORX JANUS S
MID-CAP VALUE FPPTX FPA CAPITAL
LARGE GROWTH FDFKX FID INDEPENDENCE K
LARGE GROWTH FEXKX FID EXPORT & MULTI K
LARGE VALUE UMBIX COL VALUE & RSTRG Z
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
FIXED INCOME
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
Intermediate Government FGMNX FID GNMA
Intermediate-Term Bond MGFIX MANAGERS BOND FUND
Intermediate-Term Bond FTHRX FID INTERMED BOND
WORLD BOND CGFIX ABDN GLBL FX INC IS
Intermediate-Term Bond FBNDX FID INVST GR BD
Multisector Bond FSICX FID STRATEGIC INCOME
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
Intermediate-Term Bond NCRIX NB CORE BOND INV
High Yield Bond PHYAX PIMCO HIGH YIELD ADM
Intermediate-Term Bond JADFX JANUS FLEXIBLE BD S
Intermediate Government STVSX WFA GOVT SECURITY INV
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
LONG GOVERNMENT PLGBX PIMCO LT US GOVT ADM
WORLD BOND PADMX PIM GLBBND AD UNHDGD
Inflation-Protected Bond FINPX FID INFLAT PROT BOND
Total Available Funds: 153
  • 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 LZEMX LZRD EMRG MKTS EQ IS 91% 1 60 0 1.07% 2.47%
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K 74% 1 60 0 0.9% 0.08%
China Region FHKCX FID CHINA REGION 63% 1 60 0 1.53% 2.29%
Latin America Stock FLATX FID LATIN AMERICA 57% 1 60 0 0.86% 6.89%
DIVERSIFIED EMERGING MKTS MMKBX MSIF EMERGING MKTS P 53% 1 60 0 0.95% 59.64%
Others
Consumer Defensive FDFAX FID SEL CONS STAPLES 97% 1 60 0 1.01% 2.98%
Financial FSPCX FID SEL INSURANCE 97% 1 60 0 0.81% 4.36%
Industrials FSRFX FID SEL TRANSPORT 96% 1 60 0 0.76% 9.72%
Natural Resources FNARX FID SEL NATURAL RES 96% 1 60 0 0.77% 2.59%
Conservative Allocation FASIX FID ASSET MGR 20% 95% 1 60 0 0.83% 3.27%
Moderate Allocation DODBX DODGE & COX BALANCED 92% 1 60 0 0.42% 1.67%
Aggressive Allocation FFNOX FID FOUR IN ONE IDX 87% 1 60 0 0.11% 2.45%
Aggressive Allocation FAMRX FID ASSET MGR 85% 85% 1 60 0 1.23% 6.09%
EQUITY PRECIOUS METALS FSAGX FID SEL GOLD 78% 1 60 0 0.77% 7.97%
Health FSMEX FID SEL MED EQ & SYS 78% 1 60 0 0.84% 16.09%
Utilities FSUTX FID SEL UTILITIES 78% 1 60 0 0.74% 5.51%
Health FBIOX FID SEL BIOTECH 77% 1 60 0 0.72% 9.16%
Technology FSCSX FID SEL SOFTWARE 77% 1 60 0 0.69% 17.11%
Industrials FSDAX FID SEL DEFENSE 76% 1 60 0 0.75% 2.69%
Convertibles FCVSX FID CONVERTIBLE SEC 76% 1 60 0 1.04% 11.6%
Equity Energy FSENX FID SEL ENERGY 76% 1 60 0 0.83% 2.4%
MISCELLANEOUS SECTOR FSCHX FID SEL CHEMICALS 76% 1 60 0 0.75% 3.16%
MISCELLANEOUS SECTOR FBSOX FID SEL IT SERVICES 76% 1 60 0 0.73% 13.41%
Utilities FIUIX FID TELECOM & UTIL 75% 1 60 0 0.73% 9.19%
Moderate Allocation FASMX FID ASSET MGR 50% 75% 1 60 0 0.92% 7.49%
Natural Resources FSDPX FID SEL MATERIALS 75% 1 60 0 0.76% 5.71%
Health FPHAX FID SEL PHARMACEUTCL 75% 1 60 0 0.76% 7.07%
Consumer Cyclical FDLSX FID SEL LEISURE 75% 1 60 0 0.74% 14.87%
Communications FWRLX FID SEL WIRELESS 75% 1 60 0 0.79% 7.03%
Technology FDCPX FID SEL COMPUTERS 75% 1 60 0 0.73% 13.18%
Communications FSTCX FID SEL TELECOMM 75% 1 60 0 1.13% 3.05%
Moderate Allocation FASGX FID ASSET MGR 70% 75% 1 60 0 0.97% 7.77%
Health FSHCX FID SEL MEDICAL DEL 74% 1 60 0 0.73% 0.78%
Equity Energy FSESX FID SEL ENERGY SVCS 74% 1 60 0 0.91% 3.18%
Industrials FCYIX FID SEL INDUSTRIALS 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% 20.68%
MISCELLANEOUS SECTOR FSLEX FID SEL ENV ALT ENERGY 74% 1 60 0 0.79% 2.08%
Technology FSPTX FID SEL TECHNOLOGY 74% 1 60 0 0.7% 12.47%
Industrials FSAIX FID SEL AIR TRANSPRT 73% 1 60 0 0.85% 19.53%
Consumer Cyclical FSRPX FID SEL RETAILING 72% 1 60 0 0.72% 18.4%
MISCELLANEOUS SECTOR FSHOX FID SEL CONSTR/HOUSE 72% 1 60 0 0.77% 6.46%
Financial FSLBX FID SELL BROKERAGE 72% 1 60 0 0.75% 2.04%
Consumer Cyclical FSCPX FID SEL CONS DISCR 72% 1 60 0 0.76% 9.53%
MISCELLANEOUS SECTOR FSAVX FID SEL AUTOMOTIVE 71% 1 60 0 0.89% 13.86%
Communications FSDCX FID COMM EQUIP 71% 1 60 0 0.87% 12.72%
Communications FBMPX FID SEL MULTIMEDIA 71% 1 60 0 1.07% 15.28%
Technology FSELX FID SEL ELECTRONICS 71% 1 60 0 0.69% 20.9%
Financial FSRBX FID SEL BANKING 70% 1 60 0 0.75% 11.33%
Financial FIDSX FID SEL FINANCIAL 70% 1 60 0 0.75% 7.3%
Financial FSVLX FID SEL CONSUMER FIN 69% 1 60 0 0.87% 0%
Moderate Allocation FBAKX FID BALANCED K 69% 1 60 0 0.5% 6.15%
Moderate Allocation FPUKX FID PURITAN K 68% 1 60 0 0.5% 6.89%
Industrials FSCGX FID SEL INDUST EQUIP 32% 1 60 0 0.84% 20.11%
Moderate Allocation JABRX JANUS BALANCED S 21% 1 60 0 0.7% 8.3%
World Allocation FGBLX FID GLOBAL BALANCED 0% 1 60 0 1.06% 23.93%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 3.89%
Target Date 2050+ FDENX FID FREEDOM K 2055 0% 1 60 0 0.05% 3.38%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 3.89%
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%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 4.63%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 3.87%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 6.93%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 6.98%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 5.14%
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 1 60 0 0.39% 4.72%
INTERNATIONAL EQUITY
WORLD STOCK FWWFX FID WORLDWIDE 99% 1 60 0 0.95% 12.23%
JAPAN STOCK FJPNX FID JAPAN 86% 1 60 0 1.13% 10.64%
PACIFIC/ASIA EX-JAPAN STK FSEAX FID EMERGING ASIA 78% 1 60 0 1.18% 0.27%
Foreign Large Growth FIVFX FID INTL CAP APPREC 76% 1 60 0 0.8% 14.32%
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 1 60 0 0.99% 10.79%
Foreign Large Blend FIDKX FIFID INTL DISCOVERY K 71% 1 60 0 0.99% 7.27%
WORLD STOCK RWIEX AMER CAP WRLD G&I R4 63% 1 60 0 0.53% 11.09%
EUROPE STOCK FIEUX FID EUROPE 61% 1 60 0 0.76% 2.44%
JAPAN STOCK FJSCX FID JAPAN SMALL CO 59% 1 60 0 0.91% 16.85%
Foreign Large Blend REREX AF EUROPAC GRTH R4 57% 1 60 0 0.9% 14.16%
Foreign Large Growth FICDX FID CANADA 52% 1 60 0 0.86% 6.02%
EUROPE STOCK FNORX FID NORDIC 50% 1 60 0 0.94% 8.6%
Foreign Large Growth JIGRX JANUS OVERSEAS S 28% 1 60 0 2.06% 1.08%
Foreign Large Blend FSIVX SPTN INTL INEX ADV 0% 1 60 0 0.07% 2.44%
EUROPE STOCK FECAX FID EUROPE CAP APP 0% 1 60 0 1.02% 1.85%
US EQUITY
MID-CAP VALUE JMCVX PERKINS MID CP VAL T 98% 1 60 0 0.91% 9.61%
Small Growth RYVPX ROYCE VALUE PLUS SER 97% 1 60 0 1.24% 16.68%
Mid-Cap Growth NBGEX NB GENESIS - TR CL 96% 1 60 0 0.84% 14.29%
LARGE BLEND FLCSX FID LARGE CAP STOCK 96% 1 60 0 0.76% 7.32%
LARGE VALUE DODGX DODGE & COX STOCK 93% 1 60 0 0.52% 1.38%
LARGE VALUE MADVX BLKRK EQUITY DIV I 91% 1 60 0 1% 10.67%
LARGE GROWTH FTRNX FID TREND 88% 1 60 0 0.58% 7.17%
LARGE GROWTH FTQGX FID FOCUSED STOCK 88% 1 60 0 0.47% 13.59%
SMALL VALUE NSVAX COL SM CAP VAL II Z 85% 1 60 0 1.27% 15.99%
MID-CAP BLEND FSLCX FID SMALL CAP STOCK 82% 1 60 0 0.67% 14.95%
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I 80% 1 60 0 0.74% 0%
LARGE GROWTH NBSTX NB SOCIALLY RESP TR 80% 1 60 0 1.3% 2.65%
Small Growth PRNHX TRP NEW HORIZONS 80% 1 60 0 0.79% 11.99%
SMALL VALUE AVPAX ABF SM CAP VAL INV 79% 1 60 0 1.28% 11.48%
SMALL BLEND FDSCX FID STK SEL SM CAP 70% 1 60 0 1.46% 0.87%
LARGE BLEND FGRTX FID MEGA CAP STOCK 70% 1 60 0 0.51% 4.49%
LARGE GROWTH FBGKX FID BLUE CHIP GR K 68% 1 60 0 0.76% 2.29%
LARGE GROWTH FCAKX FID CAP APPREC K 68% 1 60 0 0.83% 8.62%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 1 60 0 0.55% 5.16%
LARGE BLEND FFDKX FID FUND K 68% 1 60 0 0.45% 1.48%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 1 60 0 0.79% 6.01%
LARGE GROWTH FGDKX FID GROWTH DISC K 68% 1 60 0 0.68% 1.86%
Mid-Cap Growth FKMCX FID MID CAP STOCK K 68% 1 60 0 0.85% 2.06%
LARGE GROWTH FOCKX FID OTC K 67% 1 60 0 0.81% 8.94%
MID-CAP VALUE FVLKX FID VALUE K 67% 1 60 0 0.75% 10.59%
SMALL VALUE HNVIX HEARTLAND VAL PLS IS 67% 1 60 0 1.01% 1.01%
LARGE VALUE FEIKX FID EQUITY INCOME K 67% 1 60 0 0.57% 5.52%
LARGE GROWTH JARTX JANUS FORTY S 62% 1 60 0 1.64% 14.2%
MID-CAP BLEND FLCKX FID LEVERGD CO STK K 61% 1 60 0 0.74% 5.32%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 61% 1 60 0 0.82% 13.1%
LARGE VALUE ACSTX IVK 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 MSIF SM CO GRTH P 46% 1 60 0 2.1% 0%
Mid-Cap Growth BGRFX BARON GROWTH 40% 1 60 0 1.3% 15.52%
Mid-Cap Growth BARAX BARON ASSET FUND 35% 1 60 0 1.33% 10.87%
Mid-Cap Growth JGRTX JANUS ENTERPRISE S 27% 1 60 0 1.14% 7.88%
SMALL BLEND HDPSX HODGES SMALL CAP R 12% 1 60 0 1.36% 8.33%
MID-CAP BLEND SOPFX WFA OPPORTUNITY INV 0% 1 60 0 1.33% 10.6%
Mid-Cap Growth STCSX WFA COMMON STOCK INV 0% 1 60 0 1.3% 11.1%
MID-CAP VALUE FMIVX VIRTUS MID-CAP VAL A 0% 1 60 0 1.47% 20.14%
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV 0% 1 60 0 0.04% 0%
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 Growth MCMYX MGRS/C MID CAP ADM 0% 1 60 0 0.87% 2.49%
LARGE GROWTH JGORX JANUS S 0% 1 60 0 1.15% 8.79%
MID-CAP VALUE FPPTX FPA CAPITAL 0% 1 60 0 0.92% 5.28%
LARGE GROWTH FDFKX FID INDEPENDENCE K 0% 1 60 0 0.77% 30.98%
LARGE GROWTH FEXKX FID EXPORT & MULTI K 0% 1 60 0 0.74% 0.54%
LARGE VALUE UMBIX COL VALUE & RSTRG Z 0% 1 60 0 0.97% 13.86%
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS 96% 1 60 0 0.72% 4.44%
FIXED INCOME
High Yield Bond SPHIX FID HIGH INCOME 91% 1 60 0 1.16% 6.67%
High Yield Bond FAGIX FID CAPITAL & INCOME 91% 1 60 0 0.93% 5.04%
Intermediate Government FGOVX FIDELITY GOVT INCOME 91% 1 60 0 0.76% 3.5%
Emerging Markets Bond FNMIX FID NEW MARKETS INC 89% 1 60 0 0.82% 5.39%
Intermediate Government FGMNX FID GNMA 87% 1 60 0 0.45% 3.72%
Intermediate-Term Bond MGFIX MANAGERS BOND FUND 81% 1 60 0 0.68% 3.76%
Intermediate-Term Bond FTHRX FID INTERMED BOND 78% 1 60 0 0.45% 3.7%
WORLD BOND CGFIX ABDN GLBL FX INC IS 77% 1 60 0 0.67% 6.14%
Intermediate-Term Bond FBNDX FID INVST GR BD 76% 1 60 0 0.76% 3.93%
Multisector Bond FSICX FID STRATEGIC INCOME 74% 1 60 0 0.7% 3.83%
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM 66% 1 60 0 0.8% 4.37%
Intermediate-Term Bond NCRIX NB 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 JADFX JANUS FLEXIBLE BD S 18% 1 60 0 0.57% 4.38%
Intermediate Government STVSX WFA GOVT SECURITY INV 0% 1 60 0 0.89% 0.82%
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV 0% 1 60 0 0.11% 2.65%
LONG GOVERNMENT PLGBX PIMCO LT US GOVT ADM 0% 1 60 0 0.82% 6.8%
WORLD BOND PADMX PIM GLBBND AD UNHDGD 0% 1 60 0 0.57% 10.28%
Inflation-Protected Bond FINPX FID INFLAT PROT BOND 0% 1 60 0 0.45% 5.42%
Average Expense Ratio: 0.82%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 -0.4% -0.3% 4.0% 4.5% 5.7%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 -5.9% -1.1% 22.3% 15.8% 10.4% 11.0%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 154 funds. It covers 5 major asset classes and 55 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.