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MyPlanIQ Major Brokerage Investor Fidelity Fund Picks 6m

Fidelity Fund Picks 6m

This Plan is unrated.
Investment Options
Total Available Funds: 152
Asset Class Ticker Description Rating
Others
Conservative Allocation EXDAX EXDAX
Financial FSPCX FSPCX
Conservative Allocation PRPFX PRPFX
INTERNATIONAL EQUITY
Foreign Large Value OAKIX OAKIX
Foreign Large Blend FDIVX FDIVX
Foreign Large Growth JAOSX JAOSX
US EQUITY
MID-CAP BLEND ARGFX ARGFX
LARGE VALUE YACKX YACKX
LARGE BLEND FMIHX FMIHX
Total Available Funds: 152
Asset Class Ticker Description Rating
Others
Conservative Allocation EXDAX EXDAX
Financial FSPCX FSPCX
Conservative Allocation PRPFX PRPFX
Natural Resources FNARX FNARX
Conservative Allocation FASIX FASIX
Conservative Allocation FSRRX FSRRX
Conservative Allocation GLRBX GLRBX
Moderate Allocation FPURX FPURX
EQUITY PRECIOUS METALS FSAGX FSAGX
Health FSMEX FSMEX
Utilities FSUTX FSUTX
Health FBIOX FBIOX
Technology FSCSX FSCSX
Utilities FIUIX FIUIX
Moderate Allocation FASMX FASMX
Natural Resources FSDPX FSDPX
Health FPHAX FPHAX
Communications FWRLX FWRLX
Technology FDCPX FDCPX
Communications FSTCX FSTCX
Moderate Allocation FASGX FASGX
Health FSHCX FSHCX
Health FSPHX FSPHX
Technology FSPTX FSPTX
Financial FSLBX FSLBX
Communications FSDCX FSDCX
Communications FBMPX FBMPX
Financial FSRBX FSRBX
Financial FIDSX FIDSX
EQUITY PRECIOUS METALS BGEIX BGEIX
Utilities BULIX BULIX
EQUITY PRECIOUS METALS FGLDX FGLDX
Utilities GASFX GASFX
Technology JAGTX JAGTX
EQUITY PRECIOUS METALS TGLDX TGLDX
Utilities GABUX GABUX
Communications GABTX GABTX
EQUITY PRECIOUS METALS GOLDX GOLDX
Health DGHCX DGHCX
Technology DGTNX DGTNX
Moderate Allocation PASDX PASDX
Financial FBRSX FBRSX
INTERNATIONAL EQUITY
Foreign Large Value OAKIX OAKIX
Foreign Large Blend FDIVX FDIVX
Foreign Large Growth JAOSX JAOSX
Foreign Small/Mid Value ARTKX ARTKX
Foreign Large Blend FIGRX FIGRX
Foreign Small/Mid Value OAKEX OAKEX
Foreign Large Growth FIVFX FIVFX
Foreign Large Blend EXWAX EXWAX
US EQUITY
MID-CAP BLEND ARGFX ARGFX
LARGE VALUE YACKX YACKX
LARGE BLEND FMIHX FMIHX
LARGE BLEND FDGFX FDGFX
LARGE BLEND OAKMX OAKMX
LARGE GROWTH FBGRX FBGRX
MID-CAP VALUE JMCVX JMCVX
LARGE VALUE FEQIX FEQIX
LARGE BLEND PRBLX PRBLX
LARGE VALUE FEQTX FEQTX
LARGE BLEND GABAX GABAX
Mid-Cap Growth TWHIX TWHIX
LARGE GROWTH FLCSX FLCSX
Small Growth JATTX JATTX
LARGE GROWTH FOCPX FOCPX
LARGE BLEND OAKLX OAKLX
LARGE VALUE YAFFX YAFFX
Mid-Cap Growth JAENX JAENX
LARGE GROWTH PARNX PARNX
SMALL VALUE FCPVX FCPVX
LARGE GROWTH RYOCX RYOCX
SMALL BLEND FSCRX FSCRX
SMALL BLEND DSCVX DSCVX
MID-CAP VALUE ACMVX ACMVX
LARGE GROWTH FTRNX FTRNX
Small Growth FCPGX FCPGX
Mid-Cap Growth FMILX FMILX
LARGE VALUE LCEIX LCEIX
SMALL BLEND FSLCX FSLCX
Mid-Cap Growth BUFMX BUFMX
SMALL VALUE AVPAX AVPAX
Mid-Cap Growth FMCSX FMCSX
MID-CAP VALUE FSMVX FSMVX
Small Growth WAAEX WAAEX
MID-CAP BLEND FSLSX FSLSX
SMALL VALUE SKSEX SKSEX
LARGE BLEND FSDIX FSDIX
Small Growth FDSCX FDSCX
LARGE BLEND FGRTX FGRTX
LARGE BLEND WPVLX WPVLX
SMALL VALUE ICMAX ICMAX
SMALL VALUE HRVIX HRVIX
LARGE VALUE AMANX AMANX
LARGE GROWTH PTSGX PTSGX
MID-CAP BLEND CAAPX CAAPX
SMALL BLEND FMIOX FMIOX
MID-CAP BLEND FLPSX FLPSX
Small Growth TSCEX TSCEX
Small Growth TGSNX TGSNX
Small Growth MRSCX MRSCX
SMALL BLEND RYLPX RYLPX
SMALL BLEND PARSX PARSX
Mid-Cap Growth WTSLX WTSLX
Mid-Cap Growth STDIX STDIX
Mid-Cap Growth FSMGX FSMGX
MID-CAP BLEND WPFRX WPFRX
MID-CAP BLEND PESPX PESPX
MID-CAP BLEND CHTTX CHTTX
MID-CAP VALUE DEFIX DEFIX
MID-CAP VALUE HRSVX HRSVX
LARGE GROWTH SGROX SGROX
LARGE GROWTH FDFFX FDFFX
REAL ESTATE
REAL ESTATE FRESX FRESX
REAL ESTATE FRIFX FRIFX
FIXED INCOME
Muni Short FCSTX FCSTX
Short-Term Bond FSHBX FSHBX
Intermediate Government FSTGX FSTGX
Intermediate-Term Bond JAFIX JAFIX
Short-Term Bond JASBX JASBX
Short-Term Bond WEFIX WEFIX
High Yield Bond SPHIX SPHIX
High Yield Bond FAGIX FAGIX
Intermediate Government FGOVX FGOVX
High Yield Bond JAHYX JAHYX
Muni National Interm FLTMX FLTMX
High Yield Bond FHIFX FHIFX
Muni Short FSTFX FSTFX
Intermediate Government FGMNX FGMNX
Muni National Interm NOITX NOITX
Muni National Interm TWTIX TWTIX
Intermediate-Term Bond FTBFX FTBFX
Muni Short DSIBX DSIBX
Muni National Interm DITEX DITEX
Intermediate Government BGNMX BGNMX
Intermediate-Term Bond FMSFX FMSFX
SHORT GOVERNMENT TWUSX TWUSX
Multisector Bond FSICX FSICX
Muni National Long NOTEX NOTEX
Intermediate-Term Bond TGMNX TGMNX
SHORT GOVERNMENT NSIUX NSIUX
Intermediate-Term Bond PTTDX PTTDX
Muni National Long FHIGX FHIGX
Multisector Bond LSBRX LSBRX
High Yield Bond STHYX STHYX
High Yield Bond BJBHX BJBHX
Muni Short SMUAX SMUAX
Muni Short STSMX STSMX
Muni National Interm MITFX MITFX
Muni National Long SXFIX SXFIX
Muni National Long DRTAX DRTAX
Short-Term Bond PLDDX PLDDX
LONG GOVERNMENT BTFTX BTFTX
Total Available Funds: 152
  • 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
Others
Conservative Allocation EXDAX EXDAX 99% 6 60 0 0.1% 3.19%
Financial FSPCX FSPCX 97% 6 60 0 0.81% 4.36%
Conservative Allocation PRPFX PRPFX 97% 6 60 0 0.82% 3.69%
Natural Resources FNARX FNARX 96% 6 60 0 0.77% 2.59%
Conservative Allocation FASIX FASIX 95% 6 60 0 0.83% 3.27%
Conservative Allocation FSRRX FSRRX 94% 6 60 0 0.95% 4.62%
Conservative Allocation GLRBX GLRBX 82% 6 60 0 0.96% 5.33%
Moderate Allocation FPURX FPURX 81% 6 60 0 0.5% 7.21%
EQUITY PRECIOUS METALS FSAGX FSAGX 78% 6 60 0 0.77% 7.97%
Health FSMEX FSMEX 78% 6 60 0 0.84% 16.09%
Utilities FSUTX FSUTX 78% 6 60 0 0.74% 5.51%
Health FBIOX FBIOX 77% 6 60 0 0.72% 9.16%
Technology FSCSX FSCSX 77% 6 60 0 0.69% 17.11%
Utilities FIUIX FIUIX 75% 6 60 0 0.73% 9.19%
Moderate Allocation FASMX FASMX 75% 6 60 0 0.92% 7.49%
Natural Resources FSDPX FSDPX 75% 6 60 0 0.76% 5.71%
Health FPHAX FPHAX 75% 6 60 0 0.76% 7.07%
Communications FWRLX FWRLX 75% 6 60 0 0.79% 7.03%
Technology FDCPX FDCPX 75% 6 60 0 0.73% 13.18%
Communications FSTCX FSTCX 75% 6 60 0 1.13% 3.05%
Moderate Allocation FASGX FASGX 75% 6 60 0 0.97% 7.77%
Health FSHCX FSHCX 74% 6 60 0 0.73% 0.78%
Health FSPHX FSPHX 74% 6 60 0 0.69% 20.68%
Technology FSPTX FSPTX 74% 6 60 0 0.7% 12.47%
Financial FSLBX FSLBX 72% 6 60 0 0.75% 2.04%
Communications FSDCX FSDCX 71% 6 60 0 0.87% 12.72%
Communications FBMPX FBMPX 71% 6 60 0 1.07% 15.28%
Financial FSRBX FSRBX 70% 6 60 0 0.75% 11.33%
Financial FIDSX FIDSX 70% 6 60 0 0.75% 7.3%
EQUITY PRECIOUS METALS BGEIX BGEIX 66% 6 60 0 0.46% 1.43%
Utilities BULIX BULIX 65% 6 60 0 0.65% 11.05%
EQUITY PRECIOUS METALS FGLDX FGLDX 65% 6 60 0 1.49% 7.78%
Utilities GASFX GASFX 64% 6 60 0 1% 11.2%
Technology JAGTX JAGTX 59% 6 60 0 1% 14.46%
EQUITY PRECIOUS METALS TGLDX TGLDX 55% 6 60 0 1.28% 0%
Utilities GABUX GABUX 39% 6 60 0 1.39% 16.46%
Communications GABTX GABTX 38% 6 60 0 0.97% 18.08%
EQUITY PRECIOUS METALS GOLDX GOLDX 29% 6 60 0 1.26% 23.91%
Health DGHCX DGHCX 25% 6 60 0 1.46% 13.51%
Technology DGTNX DGTNX 22% 6 60 0 1.6% 17.15%
Moderate Allocation PASDX PASDX 0% 6 60 0 1.3% 4.57%
Financial FBRSX FBRSX 0% 6 60 0 1.68% 1.79%
INTERNATIONAL EQUITY
Foreign Large Value OAKIX OAKIX 100% 6 60 0 0.75% 2.03%
Foreign Large Blend FDIVX FDIVX 98% 6 60 0 0.65% 10.71%
Foreign Large Growth JAOSX JAOSX 95% 6 60 0 2.06% 1.34%
Foreign Small/Mid Value ARTKX ARTKX 94% 6 60 0 1.03% 7.18%
Foreign Large Blend FIGRX FIGRX 90% 6 60 0 0.99% 7.21%
Foreign Small/Mid Value OAKEX OAKEX 84% 6 60 0 1.06% 5.29%
Foreign Large Growth FIVFX FIVFX 76% 6 60 0 0.8% 14.32%
Foreign Large Blend EXWAX EXWAX 0% 6 60 0 1.1% 1.87%
US EQUITY
MID-CAP BLEND ARGFX ARGFX 100% 6 60 0 0.68% 12.89%
LARGE VALUE YACKX YACKX 99% 6 60 0 0.72% 17.26%
LARGE BLEND FMIHX FMIHX 99% 6 60 0 0.84% 14.17%
LARGE BLEND FDGFX FDGFX 99% 6 60 0 0.77% 10.1%
LARGE BLEND OAKMX OAKMX 99% 6 60 0 0.63% 1.03%
LARGE GROWTH FBGRX FBGRX 99% 6 60 0 0.69% 2.31%
MID-CAP VALUE JMCVX JMCVX 98% 6 60 0 0.91% 9.61%
LARGE VALUE FEQIX FEQIX 98% 6 60 0 0.57% 5.43%
LARGE BLEND PRBLX PRBLX 98% 6 60 0 0.82% 17.44%
LARGE VALUE FEQTX FEQTX 97% 6 60 0 0.58% 7.58%
LARGE BLEND GABAX GABAX 96% 6 60 0 1.35% 12.25%
Mid-Cap Growth TWHIX TWHIX 96% 6 60 0 0.01% 18.75%
LARGE GROWTH FLCSX FLCSX 96% 6 60 0 0.76% 7.32%
Small Growth JATTX JATTX 95% 6 60 0 1.32% 11.78%
LARGE GROWTH FOCPX FOCPX 94% 6 60 0 0.81% 9.18%
LARGE BLEND OAKLX OAKLX 92% 6 60 0 0.98% 0.44%
LARGE VALUE YAFFX YAFFX 92% 6 60 0 1.26% 18.31%
Mid-Cap Growth JAENX JAENX 91% 6 60 0 1.14% 7.55%
LARGE GROWTH PARNX PARNX 91% 6 60 0 0.8% 16.73%
SMALL VALUE FCPVX FCPVX 91% 6 60 0 1.5% 10.51%
LARGE GROWTH RYOCX RYOCX 91% 6 60 0 1.49% 4.83%
SMALL BLEND FSCRX FSCRX 90% 6 60 0 1.07% 14.69%
SMALL BLEND DSCVX DSCVX 90% 6 60 0 0.93% 5.31%
MID-CAP VALUE ACMVX ACMVX 89% 6 60 0 1.23% 13.51%
LARGE GROWTH FTRNX FTRNX 88% 6 60 0 0.58% 7.17%
Small Growth FCPGX FCPGX 87% 6 60 0 1.32% 7.12%
Mid-Cap Growth FMILX FMILX 87% 6 60 0 0.89% 5.75%
LARGE VALUE LCEIX LCEIX 86% 6 60 0 0.73% 12.37%
SMALL BLEND FSLCX FSLCX 82% 6 60 0 0.67% 14.95%
Mid-Cap Growth BUFMX BUFMX 81% 6 60 0 0.88% 9.16%
SMALL VALUE AVPAX AVPAX 79% 6 60 0 1.28% 11.48%
Mid-Cap Growth FMCSX FMCSX 77% 6 60 0 0.75% 2.03%
MID-CAP VALUE FSMVX FSMVX 76% 6 60 0 1.08% 8.46%
Small Growth WAAEX WAAEX 76% 6 60 0 1.06% 1.89%
MID-CAP BLEND FSLSX FSLSX 74% 6 60 0 1.15% 8.86%
SMALL VALUE SKSEX SKSEX 73% 6 60 0 1.15% 8.43%
LARGE BLEND FSDIX FSDIX 73% 6 60 0 0.68% 7.73%
Small Growth FDSCX FDSCX 70% 6 60 0 1.46% 0.87%
LARGE BLEND FGRTX FGRTX 70% 6 60 0 0.51% 4.49%
LARGE BLEND WPVLX WPVLX 69% 6 60 0 1.09% 8.34%
SMALL VALUE ICMAX ICMAX 64% 6 60 0 1.15% 1.34%
SMALL VALUE HRVIX HRVIX 63% 6 60 0 1.01% 0.69%
LARGE VALUE AMANX AMANX 58% 6 60 0 1.01% 5.41%
LARGE GROWTH PTSGX PTSGX 56% 6 60 0 1.78% 0.7%
MID-CAP BLEND CAAPX CAAPX 47% 6 60 0 1.1% 13.73%
SMALL BLEND FMIOX FMIOX 1% 6 60 0 1.26% 0%
MID-CAP BLEND FLPSX FLPSX 1% 6 60 0 0.92% 13.05%
Small Growth TSCEX TSCEX 0% 6 60 0 1.25% 2.67%
Small Growth TGSNX TGSNX 0% 6 60 0 1.49% 0.12%
Small Growth MRSCX MRSCX 0% 6 60 0 1.44% 0%
SMALL BLEND RYLPX RYLPX 0% 6 60 0 1.51% 15.78%
SMALL BLEND PARSX PARSX 0% 6 60 0 1.2% 19.33%
Mid-Cap Growth WTSLX WTSLX 0% 6 60 0 1.02% 0%
Mid-Cap Growth STDIX STDIX 0% 6 60 0 1.3% 7.88%
Mid-Cap Growth FSMGX FSMGX 0% 6 60 0 0.79% 0%
MID-CAP BLEND WPFRX WPFRX 0% 6 60 0 1.25% 28.51%
MID-CAP BLEND PESPX PESPX 0% 6 60 0 0.51% 12.76%
MID-CAP BLEND CHTTX CHTTX 0% 6 60 0 0.76% 13.42%
MID-CAP VALUE DEFIX DEFIX 0% 6 60 0 1.25% 5.97%
MID-CAP VALUE HRSVX HRSVX 0% 6 60 0 1.25% 8.99%
LARGE GROWTH SGROX SGROX 0% 6 60 0 1.29% 14.19%
LARGE GROWTH FDFFX FDFFX 0% 6 60 0 0.85% 30.87%
REAL ESTATE
REAL ESTATE FRESX FRESX 96% 6 60 0 0.72% 4.44%
REAL ESTATE FRIFX FRIFX 88% 6 60 0 0.71% 4.71%
FIXED INCOME
Muni Short FCSTX FCSTX 100% 6 60 0 0.29% 2.31%
Short-Term Bond FSHBX FSHBX 100% 6 60 0 0.5% 4.18%
Intermediate Government FSTGX FSTGX 97% 6 60 0 0.45% 3.14%
Intermediate-Term Bond JAFIX JAFIX 96% 6 60 0 0.7% 4.65%
Short-Term Bond JASBX JASBX 96% 6 60 0 0.53% 4.51%
Short-Term Bond WEFIX WEFIX 94% 6 60 0 0.45% 4.58%
High Yield Bond SPHIX SPHIX 91% 6 60 0 1.16% 6.67%
High Yield Bond FAGIX FAGIX 91% 6 60 0 0.93% 5.04%
Intermediate Government FGOVX FGOVX 91% 6 60 0 0.76% 3.5%
High Yield Bond JAHYX JAHYX 90% 6 60 0 0.98% 6.69%
Muni National Interm FLTMX FLTMX 89% 6 60 0 0.68% 2.94%
High Yield Bond FHIFX FHIFX 88% 6 60 0 0.75% 5.84%
Muni Short FSTFX FSTFX 87% 6 60 0 0.55% 2.44%
Intermediate Government FGMNX FGMNX 87% 6 60 0 0.45% 3.72%
Muni National Interm NOITX NOITX 86% 6 60 0 0.46% 3.01%
Muni National Interm TWTIX TWTIX 85% 6 60 0 0.26% 3.51%
Intermediate-Term Bond FTBFX FTBFX 81% 6 60 0 0.5% 4.43%
Muni Short DSIBX DSIBX 81% 6 60 0 0.49% 2.52%
Muni National Interm DITEX DITEX 80% 6 60 0 0.7% 3.01%
Intermediate Government BGNMX BGNMX 79% 6 60 0 0.8% 4.05%
Intermediate-Term Bond FMSFX FMSFX 78% 6 60 0 0.45% 4.06%
SHORT GOVERNMENT TWUSX TWUSX 76% 6 60 0 0.44% 3.61%
Multisector Bond FSICX FSICX 74% 6 60 0 0.7% 3.83%
Muni National Long NOTEX NOTEX 72% 6 60 0 0.45% 3.46%
Intermediate-Term Bond TGMNX TGMNX 66% 6 60 0 0.7% 7.1%
SHORT GOVERNMENT NSIUX NSIUX 66% 6 60 0 0.42% 3.13%
Intermediate-Term Bond PTTDX PTTDX 65% 6 60 0 0.75% 4.32%
Muni National Long FHIGX FHIGX 65% 6 60 0 0.46% 3.2%
Multisector Bond LSBRX LSBRX 55% 6 60 0 1.15% 4.58%
High Yield Bond STHYX STHYX 0% 6 60 0 0.6% 4.4%
High Yield Bond BJBHX BJBHX 0% 6 60 0 1.03% 6.08%
Muni Short SMUAX SMUAX 0% 6 60 0 0.7% 0.29%
Muni Short STSMX STSMX 0% 6 60 0 0.63% 0.97%
Muni National Interm MITFX MITFX 0% 6 60 0 0.54% 1.82%
Muni National Long SXFIX SXFIX 0% 6 60 0 0.78% 3.63%
Muni National Long DRTAX DRTAX 0% 6 60 0 0.74% 2.48%
Short-Term Bond PLDDX PLDDX 0% 6 60 0 0.45% 1.8%
LONG GOVERNMENT BTFTX BTFTX 0% 6 60 0 0.56% 4.14%
Average Expense Ratio: 0.88%
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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 for Portfolio Details or Follow -5.0% -10.7% 1.1% 1.8% 5.6%

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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 152 funds. It covers 4 major asset classes and 33 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity and Fixed Income.

Fidelity Fund Picks are the no load no transaction fee (NTF) funds picked by Fidelity (Ticker: FFED) quarterly. Based on Fidelity's policy,  NTF funds have 90 days redemption fee period. Fidelity further imposes so called round trip policy to limit such 90 day round trip to 3 times in a 12 month period. This plan also includes municipal funds which are taxable free. Several major classes including emerging market equities, commodities and foreign bonds are missing, thus reducing the diversification effect. This is a very traditional US centered fund list.



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