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MyPlanIQ Major Brokerage Investor annual fidelity mutuals 40% risk

annual fidelity mutuals 40% risk

This Plan is unrated.
Investment Options
Total Available Funds: 157
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DREGX Driehaus Emerging Markets Growth
DIVERSIFIED EMERGING MKTS WAEMX Wasatch Emerging Markets Small Cap
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Markets Instl
Others
Conservative Allocation EXDAX Manning & Napier Pro-Blend Cnsrv Term S
Financial FSPCX Fidelity Select Insurance
Conservative Allocation PRPFX Permanent Portfolio
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark International I
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Growth JAOSX Janus Overseas T
Total Available Funds: 157
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DREGX Driehaus Emerging Markets Growth
DIVERSIFIED EMERGING MKTS WAEMX Wasatch Emerging Markets Small Cap
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Markets Instl
Others
Conservative Allocation EXDAX Manning & Napier Pro-Blend Cnsrv Term S
Financial FSPCX Fidelity Select Insurance
Conservative Allocation PRPFX Permanent Portfolio
Natural Resources FNARX Fidelity Select Natural Resources
Conservative Allocation FASIX Fidelity Asset Manager 20%
Conservative Allocation FSRRX Fidelity Strategic Real Return
Moderate Allocation JABAX Janus Balanced T
Technology BUFTX Buffalo Science & Technology
Conservative Allocation GLRBX James Balanced: Golden Rainbow R
Moderate Allocation FPURX Fidelity Puritan
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold
Health FSMEX Fidelity Select Medical Equip & Systems
Utilities FSUTX Fidelity Select Utilities Portfolio
Health FBIOX Fidelity Select Biotechnology
Technology FSCSX Fidelity Select Software & Comp
Utilities FIUIX Fidelity Telecom and Utilities
Moderate Allocation FASMX Fidelity Asset Manager 50%
Natural Resources FSDPX Fidelity Select Materials
Health FPHAX Fidelity Select Pharmaceuticals
Communications FWRLX Fidelity Select Wireless
Technology FDCPX Fidelity Select Computers
Communications FSTCX Fidelity Select Telecommunications
Moderate Allocation FASGX Fidelity Asset Manager 70%
Health FSHCX Fidelity Select Medical Delivery
Health FSPHX Fidelity Select Health Care
Technology FSPTX Fidelity Select Technology
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt
Communications FSDCX Fidelity Select Communications Equip
Communications FBMPX Fidelity Select Multimedia
Technology FSELX Fidelity Select Electronics
Financial FSRBX Fidelity Select Banking
Financial FIDSX Fidelity Select Financial Services
EQUITY PRECIOUS METALS BGEIX American Century Global Gold Inv
Utilities BULIX American Century Utilities Inv
EQUITY PRECIOUS METALS FGLDX Invesco Gold & Precious Metals Invstor
Utilities GASFX FBR Gas Utility Index Investor
EQUITY PRECIOUS METALS TGLDX Tocqueville Gold
Utilities GABUX Gabelli Utilities AAA
Communications GABTX GAMCO Global Telecommunications AAA
EQUITY PRECIOUS METALS GOLDX GAMCO Gold AAA
Health DGHCX Allianz RCM Wellness D
Technology DGTNX Allianz RCM Technology D
Financial FBRSX FBR Small Cap Financial
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark International I
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Growth JAOSX Janus Overseas T
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Small/Mid Value OAKEX Oakmark International Small Cap I
Foreign Large Growth FIVFX Fidelity International Capital Apprec
Foreign Large Value EXITX Manning & Napier International
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Inv
LARGE BLEND FDGFX Fidelity Dividend Growth
LARGE BLEND FDGFX Fidelity Dividend Growth
LARGE BLEND OAKMX Oakmark I
MID-CAP VALUE FDVLX Fidelity Value
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE BLEND PRBLX Parnassus Equity Income - Inv
LARGE VALUE GABEX Gabelli Equity Income AAA
LARGE VALUE FEQTX Fidelity Equity-Income II
Small Growth JATTX Janus Triton T
LARGE GROWTH FOCPX Fidelity OTC
LARGE BLEND OAKLX Oakmark Select I
LARGE VALUE YAFFX Yacktman Focused
SMALL VALUE FCPVX Fidelity Small Cap Value
LARGE GROWTH RYOCX Rydex NASDAQ-100 Inv
SMALL BLEND FSCRX Fidelity Small Cap Discovery
MID-CAP VALUE ACMVX American Century Mid Cap Value Inv
LARGE GROWTH FTRNX Fidelity Trend
SMALL BLEND CAMSX Cambiar Small Cap Inv
LARGE GROWTH FTQGX Fidelity Focused Stock
Small Growth FCPGX Fidelity Small Cap Growth
Mid-Cap Growth FMILX Fidelity New Millennium
LARGE VALUE LCEIX Invesco Diversified Dividend Investor
SMALL BLEND FSLCX Fidelity Small Cap Stock
Mid-Cap Growth BUFMX Buffalo Mid Cap
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
MID-CAP BLEND FSLSX Fidelity Value Strategies
LARGE BLEND FSDIX Fidelity Strategic Dividend & Income
LARGE GROWTH FDCAX Fidelity Capital Appreciation
Mid-Cap Growth FDEGX Fidelity Growth Strategies
Small Growth FDSCX Fidelity Stock Selector Sm Cp
LARGE BLEND FGRTX Fidelity Mega Cap Stock
LARGE BLEND WPVLX Weitz Partners Value
LARGE BLEND FVDFX Fidelity Value Discovery
SMALL VALUE ICMAX Intrepid Small Cap
SMALL VALUE HRVIX Heartland Value Plus
Mid-Cap Growth RYBHX Rydex S&P MidCap 400 Pure Growth H
Mid-Cap Growth BIOPX Baron iOpportunity
LARGE VALUE AMANX Amana Trust Income
LARGE GROWTH PTSGX Touchstone Sands Capital Select Growth Z
Small Growth NESGX Needham Small Cap Growth
MID-CAP BLEND UMBMX UMB Scout Mid Cap
SMALL VALUE SSSFX SouthernSun Small Cap Investor
Small Growth LCGRX Loomis Sayles Small Cap Growth Retail
MID-CAP BLEND CAAPX Ariel Appreciation
SMALL VALUE WSCVX Walthausen Small Cap Value
SMALL BLEND FMIOX FMI Focus
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
Small Growth TGSNX TCW Small Cap Growth N
Small Growth MRSCX Marshall Small-Cap Growth Y
SMALL BLEND PCKDX PIMCO Small Cap StocksPLUS TR D
SMALL BLEND PARSX Parnassus Small-Cap
Mid-Cap Growth WTSLX Westcore Select
Mid-Cap Growth STDIX Wells Fargo Advantage Discovery Inv
Mid-Cap Growth FSMGX Fidelity Mid Cap Growth
MID-CAP BLEND WPFRX Westport R
MID-CAP BLEND PESPX Dreyfus MidCap Index
MID-CAP BLEND CHTTX Aston/Optimum Mid Cap N
MID-CAP VALUE DEFIX Delafield Fund
MID-CAP VALUE HRSVX Heartland Select Value
LARGE GROWTH SGROX Wells Fargo Advantage Growth Inv
LARGE GROWTH MFCFX Marsico Flexible Capital
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE FRIFX Fidelity Real Estate Income
REAL ESTATE NBRFX Neuberger Berman Real Estate Tr
FIXED INCOME
Muni Short FCSTX Fidelity CA S/I Tax-Free Bond
Short-Term Bond FSHBX Fidelity Short-Term Bond
Intermediate-Term Bond JAFIX Janus Flexible Bond T
Short-Term Bond JASBX Janus Short-Term Bond T
Short-Term Bond WEFIX Weitz Short-Intermediate Income
High Yield Bond SPHIX Fidelity High Income
Short-Term Bond THOPX Thompson Plumb Bond
High Yield Bond FAGIX Fidelity Capital & Income
High Yield Bond JAHYX Janus High-Yield T
Muni National Interm FLTMX Fidelity Intermediate Municipal Income
High Yield Bond FHIFX Fidelity Focused High Income
Intermediate Government FGMNX Fidelity GNMA Fund
Muni National Interm NOITX Northern Intermediate Tax-Exempt
Muni National Interm TWTIX American Century Interm-T Tx-Fr Bd Inv
Intermediate-Term Bond FTBFX Fidelity Total Bond
Muni Short DSIBX Dreyfus Shrt-Interm Muni Bond D
Muni National Interm DITEX Dreyfus Intermediate Municipal Bond
Intermediate Government BGNMX American Century Ginnie Mae Inv
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
SHORT GOVERNMENT TWUSX American Century Short-Term Govt Inv
Multisector Bond FSICX Fidelity Strategic Income
Muni National Long NOTEX Northern Tax-Exempt
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Muni National Long FHIGX Fidelity Municipal Income
Multisector Bond LSBRX Loomis Sayles Bond Retail
Multisector Bond PONDX PIMCO Income D
High Yield Bond STHYX Wells Fargo Advantage High Income Inv
High Yield Bond BJBHX Artio Global High Income A
Muni Short SMUAX Wells Fargo Advantage Ult S/T Mun In Inv
Muni Short STSMX Wells Fargo Advantage S/T Muni Bd Inv
Muni National Interm SIMBX Wells Fargo Advantage Interm T/AmtF Inv
Muni National Long SXFIX Wells Fargo Advantage Municipal Bond Inv
Muni National Long DRTAX Dreyfus Municipal Bond
LONG GOVERNMENT BTFTX American Century Zero Coupon 2015 Inv
COMMODITIES
COMMODITIES BROAD BASKET PCRDX PIMCO Commodity Real Ret Strat D
Total Available Funds: 157
  • 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 DREGX Driehaus Emerging Markets Growth 90% 2 60 0 1.36% 2.03%
DIVERSIFIED EMERGING MKTS WAEMX Wasatch Emerging Markets Small Cap 65% 2 60 0 1.91% 44.33%
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Markets Instl 0% 2 60 0 1.2% 5.65%
Others
Conservative Allocation EXDAX Manning & Napier Pro-Blend Cnsrv Term S 99% 2 60 0 0.1% 3.19%
Financial FSPCX Fidelity Select Insurance 97% 1 60 0 0.81% 4.36%
Conservative Allocation PRPFX Permanent Portfolio 97% 2 60 0 0.82% 3.69%
Natural Resources FNARX Fidelity Select Natural Resources 96% 1 60 0 0.77% 2.59%
Conservative Allocation FASIX Fidelity Asset Manager 20% 95% 1 60 0 0.83% 3.27%
Conservative Allocation FSRRX Fidelity Strategic Real Return 94% 1 60 0 0.95% 4.62%
Moderate Allocation JABAX Janus Balanced T 90% 2 60 0 0.7% 8.49%
Technology BUFTX Buffalo Science & Technology 86% 2 60 0 1% 17.24%
Conservative Allocation GLRBX James Balanced: Golden Rainbow R 82% 2 60 0 0.96% 5.33%
Moderate Allocation FPURX Fidelity Puritan 81% 1 60 0 0.5% 7.21%
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold 78% 1 60 0 0.77% 7.97%
Health FSMEX Fidelity Select Medical Equip & Systems 78% 1 60 0 0.84% 16.09%
Utilities FSUTX Fidelity Select Utilities Portfolio 78% 2 60 0 0.74% 5.51%
Health FBIOX Fidelity Select Biotechnology 77% 1 60 0 0.72% 9.16%
Technology FSCSX Fidelity Select Software & Comp 77% 1 60 0 0.69% 17.11%
Utilities FIUIX Fidelity Telecom and Utilities 75% 1 60 0 0.73% 9.19%
Moderate Allocation FASMX Fidelity Asset Manager 50% 75% 1 60 0 0.92% 7.49%
Natural Resources FSDPX Fidelity Select Materials 75% 1 60 0 0.76% 5.71%
Health FPHAX Fidelity Select Pharmaceuticals 75% 1 60 0 0.76% 7.07%
Communications FWRLX Fidelity Select Wireless 75% 1 60 0 0.79% 7.03%
Technology FDCPX Fidelity Select Computers 75% 1 60 0 0.73% 13.18%
Communications FSTCX Fidelity Select Telecommunications 75% 1 60 0 1.13% 3.05%
Moderate Allocation FASGX Fidelity Asset Manager 70% 75% 1 60 0 0.97% 7.77%
Health FSHCX Fidelity Select Medical Delivery 74% 1 60 0 0.73% 0.78%
Health FSPHX Fidelity Select Health Care 74% 1 60 0 0.69% 20.68%
Technology FSPTX Fidelity Select Technology 74% 1 60 0 0.7% 12.47%
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt 72% 1 60 0 0.75% 2.04%
Communications FSDCX Fidelity Select Communications Equip 71% 1 60 0 0.87% 12.72%
Communications FBMPX Fidelity Select Multimedia 71% 1 60 0 1.07% 15.28%
Technology FSELX Fidelity Select Electronics 71% 1 60 0 0.69% 20.9%
Financial FSRBX Fidelity Select Banking 70% 1 60 0 0.75% 11.33%
Financial FIDSX Fidelity Select Financial Services 70% 1 60 0 0.75% 7.3%
EQUITY PRECIOUS METALS BGEIX American Century Global Gold Inv 66% 2 60 0 0.46% 1.43%
Utilities BULIX American Century Utilities Inv 65% 2 60 0 0.65% 11.05%
EQUITY PRECIOUS METALS FGLDX Invesco Gold & Precious Metals Invstor 65% 2 60 0 1.49% 7.78%
Utilities GASFX FBR Gas Utility Index Investor 64% 2 60 0 1% 11.2%
EQUITY PRECIOUS METALS TGLDX Tocqueville Gold 55% 2 60 0 1.28% 0%
Utilities GABUX Gabelli Utilities AAA 39% 2 60 0 1.39% 16.46%
Communications GABTX GAMCO Global Telecommunications AAA 38% 2 60 0 0.97% 18.08%
EQUITY PRECIOUS METALS GOLDX GAMCO Gold AAA 29% 2 60 0 1.26% 23.91%
Health DGHCX Allianz RCM Wellness D 25% 2 60 0 1.46% 13.51%
Technology DGTNX Allianz RCM Technology D 22% 2 60 0 1.6% 17.15%
Financial FBRSX FBR Small Cap Financial 0% 2 60 0 1.68% 1.79%
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark International I 100% 2 60 0 0.75% 2.03%
Foreign Large Blend FDIVX Fidelity Diversified International 98% 1 60 0 0.65% 10.71%
Foreign Large Growth JAOSX Janus Overseas T 95% 2 60 0 2.06% 1.34%
Foreign Large Blend FIGRX Fidelity International Discovery 90% 1 60 0 0.99% 7.21%
Foreign Small/Mid Value OAKEX Oakmark International Small Cap I 84% 2 60 0 1.06% 5.29%
Foreign Large Growth FIVFX Fidelity International Capital Apprec 76% 1 60 0 0.8% 14.32%
Foreign Large Value EXITX Manning & Napier International 0% 2 60 0 1.13% 8.9%
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Inv 100% 2 60 0 1.18% 10.26%
LARGE BLEND FDGFX Fidelity Dividend Growth 99% 1 60 0 0.77% 10.1%
LARGE BLEND FDGFX Fidelity Dividend Growth 99% 1 60 0 0.77% 10.1%
LARGE BLEND OAKMX Oakmark I 99% 2 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 Growth 99% 1 60 0 0.69% 2.31%
LARGE VALUE FEQIX Fidelity Equity-Income 98% 1 60 0 0.57% 5.43%
LARGE BLEND PRBLX Parnassus Equity Income - Inv 98% 2 60 0 0.82% 17.44%
LARGE VALUE GABEX Gabelli Equity Income AAA 97% 2 60 0 2.18% 27.55%
LARGE VALUE FEQTX Fidelity Equity-Income II 97% 1 60 0 0.58% 7.58%
Small Growth JATTX Janus Triton T 95% 2 60 0 1.32% 11.78%
LARGE GROWTH FOCPX Fidelity OTC 94% 1 60 0 0.81% 9.18%
LARGE BLEND OAKLX Oakmark Select I 92% 2 60 0 0.98% 0.44%
LARGE VALUE YAFFX Yacktman Focused 92% 2 60 0 1.26% 18.31%
SMALL VALUE FCPVX Fidelity Small Cap Value 91% 3 60 0 1.5% 10.51%
LARGE GROWTH RYOCX Rydex NASDAQ-100 Inv 91% 2 60 0 1.49% 4.83%
SMALL BLEND FSCRX Fidelity Small Cap Discovery 90% 3 60 0 1.07% 14.69%
MID-CAP VALUE ACMVX American Century Mid Cap Value Inv 89% 2 60 0 1.23% 13.51%
LARGE GROWTH FTRNX Fidelity Trend 88% 1 60 0 0.58% 7.17%
SMALL BLEND CAMSX Cambiar Small Cap Inv 88% 2 60 0 1.05% 10.79%
LARGE GROWTH FTQGX Fidelity Focused Stock 88% 1 60 0 0.47% 13.59%
Small Growth FCPGX Fidelity Small Cap Growth 87% 3 60 0 1.32% 7.12%
Mid-Cap Growth FMILX Fidelity New Millennium 87% 1 60 0 0.89% 5.75%
LARGE VALUE LCEIX Invesco Diversified Dividend Investor 86% 2 60 0 0.73% 12.37%
SMALL BLEND FSLCX Fidelity Small Cap Stock 82% 1 60 0 0.67% 14.95%
Mid-Cap Growth BUFMX Buffalo Mid Cap 81% 2 60 0 0.88% 9.16%
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%
MID-CAP BLEND FSLSX Fidelity Value Strategies 74% 1 60 0 1.15% 8.86%
LARGE BLEND FSDIX Fidelity Strategic Dividend & Income 73% 1 60 0 0.68% 7.73%
LARGE GROWTH FDCAX Fidelity Capital Appreciation 73% 1 60 0 0.83% 8.59%
Mid-Cap Growth FDEGX Fidelity Growth Strategies 72% 3 60 0 0.72% 9.41%
Small Growth FDSCX Fidelity Stock Selector Sm Cp 70% 3 60 0 1.46% 0.87%
LARGE BLEND FGRTX Fidelity Mega Cap Stock 70% 1 60 0 0.51% 4.49%
LARGE BLEND WPVLX Weitz Partners Value 69% 2 60 0 1.09% 8.34%
LARGE BLEND FVDFX Fidelity Value Discovery 67% 1 60 0 0.8% 9.23%
SMALL VALUE ICMAX Intrepid Small Cap 64% 2 60 0 1.15% 1.34%
SMALL VALUE HRVIX Heartland Value Plus 63% 2 60 0 1.01% 0.69%
Mid-Cap Growth RYBHX Rydex S&P MidCap 400 Pure Growth H 61% 2 60 0 1.51% 0%
Mid-Cap Growth BIOPX Baron iOpportunity 60% 2 60 0 1.31% 4.78%
LARGE VALUE AMANX Amana Trust Income 58% 2 60 0 1.01% 5.41%
LARGE GROWTH PTSGX Touchstone Sands Capital Select Growth Z 56% 2 60 0 1.78% 0.7%
Small Growth NESGX Needham Small Cap Growth 55% 2 60 0 1.88% 0%
MID-CAP BLEND UMBMX UMB Scout Mid Cap 55% 2 60 0 0.96% 10.49%
SMALL VALUE SSSFX SouthernSun Small Cap Investor 49% 2 60 0 1.06% 5.31%
Small Growth LCGRX Loomis Sayles Small Cap Growth Retail 49% 2 60 0 1.18% 9.22%
MID-CAP BLEND CAAPX Ariel Appreciation 47% 2 60 0 1.1% 13.73%
SMALL VALUE WSCVX Walthausen Small Cap Value 31% 2 60 0 0.98% 14.01%
SMALL BLEND FMIOX FMI Focus 1% 2 60 0 1.26% 0%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 13.05%
Small Growth TGSNX TCW Small Cap Growth N 0% 2 60 0 1.49% 0.12%
Small Growth MRSCX Marshall Small-Cap Growth Y 0% 2 60 0 1.44% 0%
SMALL BLEND PCKDX PIMCO Small Cap StocksPLUS TR D 0% 2 60 0 1.09% 6.6%
SMALL BLEND PARSX Parnassus Small-Cap 0% 2 60 0 1.2% 19.33%
Mid-Cap Growth WTSLX Westcore Select 0% 2 60 0 1.02% 0%
Mid-Cap Growth STDIX Wells Fargo Advantage Discovery Inv 0% 2 60 0 1.3% 7.88%
Mid-Cap Growth FSMGX Fidelity Mid Cap Growth 0% 1 60 0 0.79% 0%
MID-CAP BLEND WPFRX Westport R 0% 2 60 0 1.25% 28.51%
MID-CAP BLEND PESPX Dreyfus MidCap Index 0% 2 60 0 0.51% 12.76%
MID-CAP BLEND CHTTX Aston/Optimum Mid Cap N 0% 2 60 0 0.76% 13.42%
MID-CAP VALUE DEFIX Delafield Fund 0% 2 60 0 1.25% 5.97%
MID-CAP VALUE HRSVX Heartland Select Value 0% 2 60 0 1.25% 8.99%
LARGE GROWTH SGROX Wells Fargo Advantage Growth Inv 0% 2 60 0 1.29% 14.19%
LARGE GROWTH MFCFX Marsico Flexible Capital 0% 2 60 0 1.41% 31.34%
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment 96% 3 60 0 0.72% 4.44%
REAL ESTATE FRIFX Fidelity Real Estate Income 88% 3 60 0 0.71% 4.71%
REAL ESTATE NBRFX Neuberger Berman Real Estate Tr 86% 2 60 0 1.4% 1.95%
FIXED INCOME
Muni Short FCSTX Fidelity CA S/I Tax-Free Bond 100% 1 60 0 0.29% 2.31%
Short-Term Bond FSHBX Fidelity Short-Term Bond 100% 1 60 0 0.5% 4.18%
Intermediate-Term Bond JAFIX Janus Flexible Bond T 96% 2 60 0 0.7% 4.65%
Short-Term Bond JASBX Janus Short-Term Bond T 96% 2 60 0 0.53% 4.51%
Short-Term Bond WEFIX Weitz Short-Intermediate Income 94% 2 60 0 0.45% 4.58%
High Yield Bond SPHIX Fidelity High Income 91% 3 60 0 1.16% 6.67%
Short-Term Bond THOPX Thompson Plumb Bond 91% 2 60 0 0.73% 5.17%
High Yield Bond FAGIX Fidelity Capital & Income 91% 3 60 0 0.93% 5.04%
High Yield Bond JAHYX Janus High-Yield T 90% 2 60 0 0.98% 6.69%
Muni National Interm FLTMX Fidelity Intermediate Municipal Income 89% 1 60 0 0.68% 2.94%
High Yield Bond FHIFX Fidelity Focused High Income 88% 3 60 0 0.75% 5.84%
Intermediate Government FGMNX Fidelity GNMA Fund 87% 1 60 0 0.45% 3.72%
Muni National Interm NOITX Northern Intermediate Tax-Exempt 86% 2 60 0 0.46% 3.01%
Muni National Interm TWTIX American Century Interm-T Tx-Fr Bd Inv 85% 2 60 0 0.26% 3.51%
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 1 60 0 0.5% 4.43%
Muni Short DSIBX Dreyfus Shrt-Interm Muni Bond D 81% 2 60 0 0.49% 2.52%
Muni National Interm DITEX Dreyfus Intermediate Municipal Bond 80% 2 60 0 0.7% 3.01%
Intermediate Government BGNMX American Century Ginnie Mae Inv 79% 2 60 0 0.8% 4.05%
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond 78% 1 60 0 0.45% 3.7%
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs 78% 1 60 0 0.45% 4.06%
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond 76% 1 60 0 0.76% 3.93%
SHORT GOVERNMENT TWUSX American Century Short-Term Govt Inv 76% 2 60 0 0.44% 3.61%
Multisector Bond FSICX Fidelity Strategic Income 74% 1 60 0 0.7% 3.83%
Muni National Long NOTEX Northern Tax-Exempt 72% 2 60 0 0.45% 3.46%
Intermediate-Term Bond TGMNX TCW Total Return Bond N 66% 2 60 0 0.7% 7.1%
Muni National Long FHIGX Fidelity Municipal Income 65% 1 60 0 0.46% 3.2%
Multisector Bond LSBRX Loomis Sayles Bond Retail 55% 2 60 0 1.15% 4.58%
Multisector Bond PONDX PIMCO Income D 40% 2 60 0 0.77% 5.58%
High Yield Bond STHYX Wells Fargo Advantage High Income Inv 0% 2 60 0 0.6% 4.4%
High Yield Bond BJBHX Artio Global High Income A 0% 2 60 0 1.03% 6.08%
Muni Short SMUAX Wells Fargo Advantage Ult S/T Mun In Inv 0% 2 60 0 0.7% 0.29%
Muni Short STSMX Wells Fargo Advantage S/T Muni Bd Inv 0% 2 60 0 0.63% 0.97%
Muni National Interm SIMBX Wells Fargo Advantage Interm T/AmtF Inv 0% 2 60 0 0.73% 2.13%
Muni National Long SXFIX Wells Fargo Advantage Municipal Bond Inv 0% 2 60 0 0.78% 3.63%
Muni National Long DRTAX Dreyfus Municipal Bond 0% 2 60 0 0.74% 2.48%
LONG GOVERNMENT BTFTX American Century Zero Coupon 2015 Inv 0% 2 60 0 0.56% 4.14%
COMMODITIES
COMMODITIES BROAD BASKET PCRDX PIMCO Commodity Real Ret Strat D 66% 2 60 0 1.19% 7.6%
Average Expense Ratio: 0.92%
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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 -12.0% -12.7% 3.6% 3.2% 5.1% 5.1%

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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*
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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 157 funds. It covers 6 major asset classes and 35 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity, Fixed Income, Commodity and Emerging Market Equity.

Fidelity Extended Fund Picks augments Fidelity Fund Picks by adding no transaction fee (NTF) and no load funds to two other major assets: emerging market stocks and commodities. Notice recently, Fidelity has changed their short term trading policy on the minimum holding period of an NTF fund. It is now 60 days for most funds to avoid $75 charge.



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