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MyPlanIQ FFO4

FFO4

This Plan is unrated.
Investment Options
Total Available Funds: 39
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FEMKX
DIVERSIFIED EMERGING MKTS FTEMX FTEMX
Others
Consumer Defensive FDFAX FDFAX
Utilities FSUTX FSUTX
Utilities FIUIX FIUIX
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FPBFX
Foreign Large Blend FOSFX FOSFX
FOREIGN SMALL/MID GROWTH FISMX FISMX
REAL ESTATE
REAL ESTATE FRESX FRESX
Global Real Estate FIREX FIREX
REAL ESTATE CSEIX CSEIX
Total Available Funds: 39
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FEMKX
DIVERSIFIED EMERGING MKTS FTEMX FTEMX
Others
Consumer Defensive FDFAX FDFAX
Utilities FSUTX FSUTX
Utilities FIUIX FIUIX
ROOT CASH CASH
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FPBFX
Foreign Large Blend FOSFX FOSFX
FOREIGN SMALL/MID GROWTH FISMX FISMX
Foreign Large Growth FIVFX FIVFX
FOREIGN SMALL/MID GROWTH FSCOX FSCOX
REAL ESTATE
REAL ESTATE FRESX FRESX
Global Real Estate FIREX FIREX
REAL ESTATE CSEIX CSEIX
REAL ESTATE BREFX BREFX
Global Real Estate TVRVX TVRVX
US EQUITY
LARGE GROWTH FCNTX FCNTX
LARGE GROWTH FOCPX FOCPX
LARGE BLEND FSTMX FSTMX
Small Growth FCPGX FCPGX
LARGE GROWTH FNCMX FNCMX
SMALL BLEND FSLCX FSLCX
LARGE BLEND FUSEX FUSEX
MID-CAP VALUE FSMVX FSMVX
MID-CAP BLEND FSEMX FSEMX
Mid-Cap Growth FDEGX FDEGX
LARGE VALUE FBCVX FBCVX
SMALL VALUE ESPAX ESPAX
FIXED INCOME
Intermediate-Term Bond JAFIX JAFIX
Intermediate-Term Bond FTBFX FTBFX
Multisector Bond FSICX FSICX
Intermediate-Term Bond TGMNX TGMNX
Intermediate-Term Bond PTTDX PTTDX
Intermediate-Term Bond PBDDX PBDDX
Multisector Bond LSBRX LSBRX
Intermediate-Term Bond WAPIX WAPIX
Multisector Bond PONDX PONDX
Intermediate-Term Bond DLTNX DLTNX
Intermediate Government FIBIX FIBIX
Total Available Funds: 39
  • 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%
DIVERSIFIED EMERGING MKTS FTEMX FTEMX 0% 3 60 0 1.1% 121%
Others
Consumer Defensive FDFAX FDFAX 97% 1 60 0 1.01% 2.98%
Utilities FSUTX FSUTX 78% 1 60 0 0.74% 5.51%
Utilities FIUIX FIUIX 75% 1 60 0 0.73% 9.19%
ROOT CASH CASH 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FPBFX 100% 3 60 0 1.12% 9.37%
Foreign Large Blend FOSFX FOSFX 88% 1 60 0 0.95% 4.78%
FOREIGN SMALL/MID GROWTH FISMX FISMX 82% 3 60 0 1.43% 3.75%
Foreign Large Growth FIVFX FIVFX 76% 1 60 0 0.8% 14.32%
FOREIGN SMALL/MID GROWTH FSCOX FSCOX 76% 3 60 0 1.3% 11.74%
REAL ESTATE
REAL ESTATE FRESX FRESX 96% 1 60 0 0.72% 4.44%
Global Real Estate FIREX FIREX 84% 3 60 0 1.2% 3.12%
REAL ESTATE CSEIX CSEIX 46% 2 60 0 1.1% 3.05%
REAL ESTATE BREFX BREFX 11% 2 60 0 1.07% 3.95%
Global Real Estate TVRVX TVRVX 6% 2 60 0 1.05% 5.57%
US EQUITY
LARGE GROWTH FCNTX FCNTX 96% 1 60 0 0.55% 5.18%
LARGE GROWTH FOCPX FOCPX 94% 1 60 0 0.81% 9.18%
LARGE BLEND FSTMX FSTMX 93% 1 60 0 0.09% 1.18%
Small Growth FCPGX FCPGX 87% 3 60 0 1.32% 7.12%
LARGE GROWTH FNCMX FNCMX 84% 1 60 0 0.29% 0.62%
SMALL BLEND FSLCX FSLCX 82% 1 60 0 0.67% 14.95%
LARGE BLEND FUSEX FUSEX 79% 1 60 0 0.09% 1.32%
MID-CAP VALUE FSMVX FSMVX 76% 1 60 0 1.08% 8.46%
MID-CAP BLEND FSEMX FSEMX 76% 1 60 0 0.1% 1.43%
Mid-Cap Growth FDEGX FDEGX 72% 1 60 0 0.72% 9.41%
LARGE VALUE FBCVX FBCVX 70% 1 60 0 0.63% 3.21%
SMALL VALUE ESPAX ESPAX 44% 2 60 0 1.16% 8.09%
FIXED INCOME
Intermediate-Term Bond JAFIX JAFIX 96% 3 60 0 0.7% 4.65%
Intermediate-Term Bond FTBFX FTBFX 81% 3 60 0 0.5% 4.43%
Multisector Bond FSICX FSICX 74% 3 60 0 0.7% 3.83%
Intermediate-Term Bond TGMNX TGMNX 66% 3 60 0 0.7% 7.1%
Intermediate-Term Bond PTTDX PTTDX 65% 3 60 0 0.75% 4.32%
Intermediate-Term Bond PBDDX PBDDX 58% 3 60 0 0.9% 4.51%
Multisector Bond LSBRX LSBRX 55% 3 60 0 1.15% 4.58%
Intermediate-Term Bond WAPIX WAPIX 42% 3 60 0 0.42% 3.93%
Multisector Bond PONDX PONDX 40% 3 60 0 0.77% 5.58%
Intermediate-Term Bond DLTNX DLTNX 33% 3 60 0 0.73% 4.67%
Intermediate Government FIBIX FIBIX 0% 3 60 0 0.17% 2.04%
Average Expense Ratio: 0.8%
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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*
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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 39 funds, some of them are: FEMKX, FRESX, FIREX, FPBFX, FOSFX, FIVFX.


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