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MyPlanIQ Fidelity 403B Rebalance Options

Fidelity 403B Rebalance Options

This Plan is unrated.
Investment Options
Total Available Funds: 54
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFEMX
DIVERSIFIED EMERGING MKTS FKEMX FKEMX
DIVERSIFIED EMERGING MKTS FPMAX FPMAX
Others
Moderate Allocation FBAKX FBAKX
Moderate Allocation FPUKX FPUKX
Moderate Allocation CBAIX CBAIX
INTERNATIONAL EQUITY
Foreign Large Blend CWVIX CWVIX
Foreign Large Blend FDIKX FDIKX
Foreign Large Blend FIDKX FIDKX
Total Available Funds: 54
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFEMX
DIVERSIFIED EMERGING MKTS FKEMX FKEMX
DIVERSIFIED EMERGING MKTS FPMAX FPMAX
Others
Moderate Allocation FBAKX FBAKX
Moderate Allocation FPUKX FPUKX
Moderate Allocation CBAIX CBAIX
INTERNATIONAL EQUITY
Foreign Large Blend CWVIX CWVIX
Foreign Large Blend FDIKX FDIKX
Foreign Large Blend FIDKX FIDKX
Foreign Large Blend FOSKX FOSKX
Foreign Large Blend FSPNX FSPNX
Foreign Large Blend FSGDX FSGDX
US EQUITY
SMALL BLEND CSVIX CSVIX
Mid-Cap Growth CCPIX CCPIX
SMALL BLEND VSCIX VSCIX
LARGE GROWTH CEYIX CEYIX
LARGE GROWTH CISIX CISIX
LARGE GROWTH VFTNX VFTNX
LARGE GROWTH FBGKX FBGKX
LARGE GROWTH FCAKX FCAKX
LARGE GROWTH FCNKX FCNKX
LARGE BLEND FFDKX FFDKX
Mid-Cap Growth FAGKX FAGKX
LARGE GROWTH FGCKX FGCKX
LARGE GROWTH FGDKX FGDKX
Mid-Cap Growth FKMCX FKMCX
LARGE GROWTH FMGKX FMGKX
LARGE GROWTH FOCKX FOCKX
MID-CAP VALUE FVLKX FVLKX
LARGE GROWTH FSSKX FSSKX
LARGE VALUE FEIKX FEIKX
LARGE VALUE FETKX FETKX
LARGE BLEND FDEKX FDEKX
LARGE BLEND FDGKX FDGKX
LARGE BLEND FVDKX FVDKX
MID-CAP BLEND FLCKX FLCKX
MID-CAP BLEND FLPKX FLPKX
MID-CAP BLEND FVSKX FVSKX
SMALL BLEND FSSVX FSSVX
MID-CAP BLEND FSCKX FSCKX
MID-CAP BLEND FSEVX FSEVX
LARGE BLEND FSKTX FSKTX
LARGE BLEND FXSIX FXSIX
LARGE BLEND CMIIX CMIIX
LARGE GROWTH FDFKX FDFKX
LARGE GROWTH FEXKX FEXKX
REAL ESTATE
REAL ESTATE VGSNX VGSNX
REAL ESTATE FSRVX FSRVX
FIXED INCOME
Intermediate-Term Bond CBDIX CBDIX
SHORT GOVERNMENT FIGKX FIGKX
Intermediate-Term Bond FXSTX FXSTX
SHORT GOVERNMENT FSBAX FSBAX
Intermediate Government FIBAX FIBAX
LONG GOVERNMENT FLBAX FLBAX
Total Available Funds: 54
  • 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 DFEMX DFEMX 90% 1 60 0 0.61% 2.85%
DIVERSIFIED EMERGING MKTS FKEMX FKEMX 74% 3 60 0 0.9% 0.08%
DIVERSIFIED EMERGING MKTS FPMAX FPMAX 0% 3 60 0 0.22% 1.87%
Others
Moderate Allocation FBAKX FBAKX 69% 1 60 0 0.5% 6.15%
Moderate Allocation FPUKX FPUKX 68% 1 60 0 0.5% 6.89%
Moderate Allocation CBAIX CBAIX 24% 1 60 0 1.67% 5.14%
INTERNATIONAL EQUITY
Foreign Large Blend CWVIX CWVIX 76% 1 60 0 1.89% 5.6%
Foreign Large Blend FDIKX FDIKX 72% 1 60 0 0.99% 10.79%
Foreign Large Blend FIDKX FIDKX 71% 1 60 0 0.99% 7.27%
Foreign Large Blend FOSKX FOSKX 71% 1 60 0 0.95% 4.87%
Foreign Large Blend FSPNX FSPNX 0% 3 60 0 0.05% 2.55%
Foreign Large Blend FSGDX FSGDX 0% 3 60 0 0.18% 2.29%
US EQUITY
SMALL BLEND CSVIX CSVIX 87% 1 60 0 0.94% 11.14%
Mid-Cap Growth CCPIX CCPIX 81% 1 60 0 0.93% 0.41%
SMALL BLEND VSCIX VSCIX 80% 1 60 0 0.05% 1.54%
LARGE GROWTH CEYIX CEYIX 79% 1 60 0 0.59% 16.11%
LARGE GROWTH CISIX CISIX 71% 1 60 0 1.24% 5.95%
LARGE GROWTH VFTNX VFTNX 70% 1 60 0 0.14% 1.09%
LARGE GROWTH FBGKX FBGKX 68% 1 60 0 0.76% 2.29%
LARGE GROWTH FCAKX FCAKX 68% 1 60 0 0.83% 8.62%
LARGE GROWTH FCNKX FCNKX 68% 1 60 0 0.55% 5.16%
LARGE BLEND FFDKX FFDKX 68% 1 60 0 0.45% 1.48%
Mid-Cap Growth FAGKX FAGKX 68% 3 60 0 0.72% 9.24%
LARGE GROWTH FGCKX FGCKX 68% 1 60 0 0.79% 6.01%
LARGE GROWTH FGDKX FGDKX 68% 1 60 0 0.68% 1.86%
Mid-Cap Growth FKMCX FKMCX 68% 1 60 0 0.85% 2.06%
LARGE GROWTH FMGKX FMGKX 67% 1 60 0 0.68% 4.63%
LARGE GROWTH FOCKX FOCKX 67% 1 60 0 0.81% 8.94%
MID-CAP VALUE FVLKX FVLKX 67% 1 60 0 0.75% 10.59%
LARGE GROWTH FSSKX FSSKX 67% 1 60 0 0.66% 5.47%
LARGE VALUE FEIKX FEIKX 67% 1 60 0 0.57% 5.52%
LARGE VALUE FETKX FETKX 67% 1 60 0 0.58% 7.6%
LARGE BLEND FDEKX FDEKX 64% 1 60 0 0.62% 8.63%
LARGE BLEND FDGKX FDGKX 64% 1 60 0 0.48% 10.17%
LARGE BLEND FVDKX FVDKX 63% 1 60 0 0.8% 9.3%
MID-CAP BLEND FLCKX FLCKX 61% 3 60 0 0.74% 5.32%
MID-CAP BLEND FLPKX FLPKX 61% 3 60 0 0.82% 13.1%
MID-CAP BLEND FVSKX FVSKX 60% 1 60 0 0.75% 8.94%
SMALL BLEND FSSVX FSSVX 0% 3 60 0 0.24% 3.31%
MID-CAP BLEND FSCKX FSCKX 0% 1 60 0 0.14% 2.71%
MID-CAP BLEND FSEVX FSEVX 0% 3 60 0 0.07% 4.47%
LARGE BLEND FSKTX FSKTX 0% 3 60 0 0.03% 2.32%
LARGE BLEND FXSIX FXSIX 0% 1 60 0 0.04% 2.05%
LARGE BLEND CMIIX CMIIX 0% 1 60 0 0.79% 17.8%
LARGE GROWTH FDFKX FDFKX 0% 1 60 0 0.77% 30.98%
LARGE GROWTH FEXKX FEXKX 0% 1 60 0 0.74% 0.54%
REAL ESTATE
REAL ESTATE VGSNX VGSNX 79% 1 60 0 0.12% 3.93%
REAL ESTATE FSRVX FSRVX 0% 3 60 0 0.12% 3.34%
FIXED INCOME
Intermediate-Term Bond CBDIX CBDIX 82% 1 60 0 1.53% 4.58%
SHORT GOVERNMENT FIGKX FIGKX 24% 1 60 0 1.33% 2.94%
Intermediate-Term Bond FXSTX FXSTX 0% 1 60 0 0.03% 2.67%
SHORT GOVERNMENT FSBAX FSBAX 0% 1 60 0 0.07% 1.53%
Intermediate Government FIBAX FIBAX 0% 1 60 0 0.07% 2.11%
LONG GOVERNMENT FLBAX FLBAX 0% 1 60 0 0.07% 2.86%
Average Expense Ratio: 0.62%
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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*
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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 to Create Model Portfolio

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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 54 funds, some of them are: VFTNX, VSCIX, DFEMX, VGSNX, CEYIX, CISIX.


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