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MyPlanIQ fidelity plan

fidelity plan Investment Model Portfolios

This Plan is unrated.
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WICKS FIDELITY PLAN
MICHAEL LOMENZO CPA PC MONEY PURCHASE PLAN FIDELITY PLAN
JOSEPH TSENG SELF-EMPLOYED MONEY PURCHASE FIDELITY PLAN
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX femkx
Latin America Stock FLATX flatx
Others
World Allocation FGBLX fgblx
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX fpbfx
WORLD STOCK FWWFX fwwfx
Foreign Large Blend FIGRX figrx
REAL ESTATE
REAL ESTATE FRESX fresx
US EQUITY
LARGE VALUE FEQIX feqix
LARGE GROWTH FCNTX fcntx
LARGE BLEND FLCSX flcsx
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX femkx
Latin America Stock FLATX flatx
Others
World Allocation FGBLX fgblx
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX fpbfx
WORLD STOCK FWWFX fwwfx
Foreign Large Blend FIGRX figrx
Foreign Large Blend FSIIX fsiix
FOREIGN SMALL/MID GROWTH FISMX fismx
PACIFIC/ASIA EX-JAPAN STK FSEAX fseax
Foreign Large Growth FIVFX fivfx
Foreign Large Value FIVLX fivlx
JAPAN STOCK FJSCX fjscx
EUROPE STOCK FNORX fnorx
EUROPE STOCK FECAX fecax
REAL ESTATE
REAL ESTATE FRESX fresx
US EQUITY
LARGE VALUE FEQIX feqix
LARGE GROWTH FCNTX fcntx
LARGE BLEND FLCSX flcsx
LARGE BLEND FSTMX fstmx
SMALL BLEND FSCRX fscrx
LARGE GROWTH FMILX fmilx
MID-CAP BLEND FSEMX fsemx
LARGE GROWTH FDCAX fdcax
LARGE BLEND FGRTX fgrtx
MID-CAP BLEND FLPSX flpsx
FIXED INCOME
High Yield Bond FAGIX fagix
Intermediate Government FGOVX fgovx
Emerging Markets Bond FNMIX fnmix
Intermediate Government FGMNX fgmnx
Intermediate-Term Bond FTHRX fthrx
Multisector Bond FSICX fsicx
WORLD BOND FFIFX ffifx
ULTRASHORT BOND FUSFX fusfx
SHORT GOVERNMENT FSBIX fsbix
Inflation-Protected Bond FINPX finpx
Total Available Funds: 35
  • 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 femkx 82% 3 60 0 0.9% 0.06%
Latin America Stock FLATX flatx 57% 3 60 0 0.86% 6.89%
Others
World Allocation FGBLX fgblx 0% 3 60 0 1.06% 23.93%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX fpbfx 100% 3 60 0 1.12% 9.37%
WORLD STOCK FWWFX fwwfx 99% 3 60 0 0.95% 12.23%
Foreign Large Blend FIGRX figrx 90% 3 60 0 0.99% 7.21%
Foreign Large Blend FSIIX fsiix 86% 3 60 0 0.17% 3.03%
FOREIGN SMALL/MID GROWTH FISMX fismx 82% 3 60 0 1.43% 3.75%
PACIFIC/ASIA EX-JAPAN STK FSEAX fseax 78% 3 60 0 1.18% 0.27%
Foreign Large Growth FIVFX fivfx 76% 3 60 0 0.8% 14.32%
Foreign Large Value FIVLX fivlx 65% 3 60 0 1.55% 2.63%
JAPAN STOCK FJSCX fjscx 59% 3 60 0 0.91% 16.85%
EUROPE STOCK FNORX fnorx 50% 3 60 0 0.94% 8.6%
EUROPE STOCK FECAX fecax 0% 3 60 0 1.02% 1.85%
REAL ESTATE
REAL ESTATE FRESX fresx 96% 3 60 0 0.72% 4.44%
US EQUITY
LARGE VALUE FEQIX feqix 98% 3 60 0 0.57% 5.43%
LARGE GROWTH FCNTX fcntx 96% 3 60 0 0.55% 5.18%
LARGE BLEND FLCSX flcsx 96% 3 60 0 0.76% 7.32%
LARGE BLEND FSTMX fstmx 93% 3 60 0 0.09% 1.18%
SMALL BLEND FSCRX fscrx 90% 3 60 0 1.07% 14.69%
LARGE GROWTH FMILX fmilx 87% 3 60 0 0.89% 5.75%
MID-CAP BLEND FSEMX fsemx 76% 3 60 0 0.1% 1.43%
LARGE GROWTH FDCAX fdcax 73% 3 60 0 0.83% 8.59%
LARGE BLEND FGRTX fgrtx 70% 3 60 0 0.51% 4.49%
MID-CAP BLEND FLPSX flpsx 1% 3 60 0 0.92% 13.05%
FIXED INCOME
High Yield Bond FAGIX fagix 91% 3 60 0 0.93% 5.04%
Intermediate Government FGOVX fgovx 91% 3 60 0 0.76% 3.5%
Emerging Markets Bond FNMIX fnmix 89% 3 60 0 0.82% 5.39%
Intermediate Government FGMNX fgmnx 87% 3 60 0 0.45% 3.72%
Intermediate-Term Bond FTHRX fthrx 78% 3 60 0 0.45% 3.7%
Multisector Bond FSICX fsicx 74% 3 60 0 0.7% 3.83%
WORLD BOND FFIFX ffifx 0% 3 60 0 NA 16.44%
ULTRASHORT BOND FUSFX fusfx 0% 3 60 0 0.45% 0.16%
SHORT GOVERNMENT FSBIX fsbix 0% 3 60 0 0.2% 1.46%
Inflation-Protected Bond FINPX finpx 0% 3 60 0 0.45% 5.42%
Average Expense Ratio: 0.77%
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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 to Create Model Portfolio

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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 2.5% -13.6% 2.1% 1.2% 5.2% 7.4%

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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 to Create Model Portfolio

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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
This plan consists of 35 funds, some of them are: FRESX, FEMKX, FJSCX, FPBFX, FWWFX, FLATX.
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