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MyPlanIQ 401k Investor Wayne State University 403B Fidelity Plan

Wayne State University 403B Fidelity Plan

This Plan is unrated.
Investment Options
Total Available Funds: 200
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FIDELITY EMERGING MKTS K
China Region FHKCX FIDELITY CHINA REGION
Latin America Stock FLATX FIDELITY LATIN AMERICA
Others
Consumer Staples FDFAX FIDELITY SELECT CONS STAPLES
Consumer Staples FDFAX FIDELITY SELECT BIOTECH
Financial FSPCX FIDELITY SELECT INSURANCE
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FIDELITY PACIFIC BASIN
DIVERSIFIED PACIFIC/ASIA FPBFX FIDELITY PACIFIC BASIN
WORLD STOCK FWWFX FIDELITY WORLDWIDE
Total Available Funds: 200
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FIDELITY EMERGING MKTS K
China Region FHKCX FIDELITY CHINA REGION
Latin America Stock FLATX FIDELITY LATIN AMERICA
Latin America Stock FLATX FIDELITY LATIN AMERICA
DIVERSIFIED EMERGING MKTS FEMEX FIDELITY EMEA
Others
Consumer Staples FDFAX FIDELITY SELECT CONS STAPLES
Consumer Staples FDFAX FIDELITY SELECT BIOTECH
Financial FSPCX FIDELITY SELECT INSURANCE
Industrials FSRFX FIDELITY SELECT TRANSPORT
Natural Resources FNARX FIDELITY SELECT NATURAL RES
Natural Resources FNARX FIDELITY SELECT NATURAL RES
Conservative Allocation FTANX FIDELITY ASSET MGR 30%
Conservative Allocation FASIX FIDELITY ASSET MGR 20%
Conservative Allocation FSRRX FIDELITY STRAT REAL RET
Aggressive Allocation FAMRX FIDELITY ASSET MGR 85%
EQUITY PRECIOUS METALS FSAGX FIDELITY SELECT GOLD
Health FSMEX FIDELITY SELECT MED EQ & SYS
Utilities FSUTX FIDELITY SELECT UTILITIES
Technology FSCSX FIDELITY SELECT SOFTWARE
Industrials FSDAX FIDELITY SELECT DEFENSE
Convertibles FCVSX FIDELITY CONVERTIBLE SEC
Equity Energy FSENX FIDELITY SELECT ENERGY
MISCELLANEOUS SECTOR FSCHX FIDELITY SELECT CHEMICALS
MISCELLANEOUS SECTOR FBSOX FIDELITY SELECT IT SERVICES
Utilities FIUIX FIDELITY TELECOM & UTIL
Moderate Allocation FASMX FIDELITY ASSET MGR 50%
Natural Resources FSDPX FIDELITY SELECT MATERIALS
Health FPHAX FIDELITY SELECT PHARMACEUTCL
Consumer Discretionary FDLSX FIDELITY SELECT LEISURE
Communications FWRLX FIDELITY SELECT WIRELESS
Technology FDCPX FIDELITY SELECT COMPUTERS
Communications FSTCX FIDELITY SELECT TELECOMM
Moderate Allocation FASGX FIDELITY ASSET MGR 70%
Health FSHCX FIDELITY SELECT MEDICAL DEL
Health FSHCX FIDELITY SELECT MEDICAL DEL
Equity Energy FSESX FIDELITY SELECT ENERGY SVCS
Industrials FCYIX FIDELITY SELECT INDUSTRIALS
Equity Energy FSNGX FIDELITY SELECT NATURAL GAS
Equity Energy FSNGX FIDELITY SELECT NATURAL GAS
Health FSPHX FIDELITY SELECT HEALTHCARE
MISCELLANEOUS SECTOR FSLEX FIDELITY SELECT ENV ALT ENGY
Technology FSPTX FIDELITY SELECT TECHNOLOGY
Industrials FSAIX FIDELITY SELECT AIR TRANSPRT
Consumer Discretionary FSRPX FIDELITY SELECT RETAILING
MISCELLANEOUS SECTOR FSHOX FIDELITY SELECT CONSTR/HOUSE
Financial FSLBX FIDELITY SELECT BROKERAGE
Consumer Discretionary FSCPX FIDELITY SELECT CONS DISCR
MISCELLANEOUS SECTOR FSAVX FIDELITY SELECT AUTOMOTIVE
Communications FSDCX FIDELITY SELECT COMM EQUIP
Communications FBMPX FIDELITY SELECT MULTIMEDIA
Communications FBMPX FIDELITY SELECT MULTIMEDIA
Conservative Allocation FFANX FIDELITY ASSET MGR 40%
Technology FSELX FIDELITY SELECT ELECTRONICS
Financial FSRBX FIDELITY SELECT BANKING
Financial FIDSX FIDELITY SELECT FINANCIAL
Financial FSVLX FIDELITY SELECT CONSUMER FIN
Moderate Allocation FBAKX FIDELITY BALANCED K
Moderate Allocation FPUKX FIDELITY PURITAN K
Moderate Allocation FSANX FIDELITY ASSET MGR 60%
Industrials FSCGX FIDELITY SELECT INDUST EQUIP
ROOT CASH FIDELITY US GOVT RES
ROOT CASH FIDELITY CASH RESRVE
ROOT CASH FIDELITY US TREASURY MM
ROOT CASH FIDELITY US GOVT RES
ROOT CASH FIDELITY RETIRE MMKT
ROOT CASH FIDELITY RET GOVT MM
ROOT CASH FIDELITY CASH RESRVE
ROOT CASH FIDELITY US TREASURY MM
ROOT CASH FIDELITY SELECT MONEY MARKET
ROOT CASH FIDELITY MONEY MARKET
ROOT CASH FIDELITY GOVT MMKT
ROOT CASH FIDELITY MGD INC PORT
ROOT CASH FIDELITY MGD INC PORT II
World Allocation FGBLX FIDELITY GLOBAL BALANCED
Retirement Income FFKAX FIDELITY FREEDOM K INCOME
Target Date 2050+ FFKHX FIDELITY FREEDOM K 2050
Target Date 2041-2045 FFKGX FIDELITY FREEDOM K 2045
Target Date 2036-2040 FFKFX FIDELITY FREEDOM K 2040
Target Date 2031-2035 FKTHX FIDELITY FREEDOM K 2035
World Allocation FGBLX FIDELITY GLOBAL BALANCED
Retirement Income FFKAX FIDELITY FREEDOM K INCOME
Target Date 2050+ FFKHX FIDELITY FREEDOM K 2050
Target Date 2041-2045 FFKGX FIDELITY FREEDOM K 2045
Target Date 2036-2040 FFKFX FIDELITY FREEDOM K 2040
Target Date 2031-2035 FKTHX FIDELITY FREEDOM K 2035
Target Date 2026-2030 FFKEX FIDELITY FREEDOM K 2030
Target Date 2021-2025 FKTWX FIDELITY FREEDOM K 2025
Target Date 2016-2020 FFKDX FIDELITY FREEDOM K 2020
Target Date 2011-2015 FKVFX FIDELITY FREEDOM K 2015
Target Date 2000-2010 FFKCX FIDELITY FREEDOM K 2010
Target Date 2000-2010 FFKVX FIDELITY FREEDOM K 2005
Target Date 2000-2010 FFKBX FIDELITY FREEDOM K 2000
Moderate Allocation FDYSX FIDELITY DYNAMIC STRAT
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FIDELITY PACIFIC BASIN
DIVERSIFIED PACIFIC/ASIA FPBFX FIDELITY PACIFIC BASIN
WORLD STOCK FWWFX FIDELITY WORLDWIDE
WORLD STOCK FWWFX FIDELITY WORLDWIDE
JAPAN STOCK FJPNX FIDELITY JAPAN
Foreign Large Blend FSIIX SPARTAN INTL INDEX
FOREIGN SMALL/MID GROWTH FISMX FIDELITY INTL SMALL CAP
PACIFIC/ASIA EX-JAPAN STK FSEAX FIDELITY EMERGING ASIA
Foreign Large Growth FIVFX FIDELITY INTL CAP APPREC
FOREIGN SMALL/MID GROWTH FSCOX FIDELITY INTL SM CAP OPP
Foreign Large Growth FIGFX FIDELITY INTL GROWTH
Foreign Large Growth FDIKX FIDELITY DIVERSIFD INTL K
Foreign Large Blend FIDKX FIDELITY INTL DISCOVERY K
Foreign Large Blend FOSKX FIDELITY OVERSEAS K
Foreign Large Blend FOSKX FIDELITY OVERSEAS K
Foreign Large Blend FTIEX FIDELITY TOTAL INTL EQ
Foreign Large Blend FTIEX FIDELITY TOTAL INTL EQ
Foreign Large Value FIVLX FIDELITY INTL VALUE
EUROPE STOCK FIEUX FIDELITY EUROPE
JAPAN STOCK FJSCX FIDELITY JAPAN SMALLER CO
Foreign Large Blend FICDX FIDELITY CANADA
EUROPE STOCK FNORX FIDELITY NORDIC
EUROPE STOCK FNORX FIDELITY NORDIC
Foreign Large Blend FIENX FIDELITY INTL ENH INDEX
EUROPE STOCK FECAX FIDELITY EUROPE CAP APP
US EQUITY
LARGE GROWTH FLCSX FIDELITY LARGE CAP STOCK
LARGE BLEND FSTMX SPTN TOTAL MKT INDEX
LARGE BLEND FSTMX SPTN TOTAL MKT INDEX
SMALL VALUE FCPVX FIDELITY SMALL CAP VALUE
SMALL BLEND FSCRX FIDELITY SM CAP DISCOVERY
LARGE GROWTH FTRNX FIDELITY TREND
LARGE GROWTH FTQGX FIDELITY FOCUSED STOCK
Small Growth FCPGX FIDELITY SMALL CAP GROWTH
LARGE BLEND FFNOX FIDELITY FOUR IN ONE IDX
Mid-Cap Growth FMILX FIDELITY NEW MILLEN
LARGE GROWTH FNCMX FIDELITY NASDAQ COMP INDX
SMALL BLEND FSLCX FIDELITY SMALL CAP STOCK
MID-CAP VALUE FSMVX FIDELITY MID CAP VALUE
LARGE GROWTH FDSSX FIDELITY STK SELECT ALL CP K
LARGE VALUE FSLVX FIDELITY LARGE CAP VALUE
LARGE BLEND FSDIX FIDELITY STRAT DIV & INC
Mid-Cap Growth FDEGX FIDELITY GR STRATEGIES K
Mid-Cap Growth FDEGX FIDELITY GR STRATEGIES K
Small Growth FDSCX FIDELITY STK SELECT SM CAP
LARGE VALUE FBCVX FIDELITY BLUE CHIP VALUE
LARGE BLEND FGRTX FIDELITY MEGA CAP STOCK
LARGE BLEND FSMAX SPARTAN 500 INDEX
LARGE BLEND FSMAX SPARTAN 500 INDEX
LARGE GROWTH FBGKX FIDELITY BLUE CHIP GR K
LARGE GROWTH FCAKX FIDELITY CAP APPREC K
LARGE GROWTH FCNKX FIDELITY CONTRAFUND K
LARGE BLEND FFDKX FIDELITY FUND K
LARGE GROWTH FGCKX FIDELITY GROWTH CO K
LARGE GROWTH FGDKX FIDELITY GROWTH DISC K
Mid-Cap Growth FKMCX FIDELITY MID CAP STOCK K
LARGE GROWTH FMGKX FIDELITY MAGELLAN K
LARGE GROWTH FOCKX FIDELITY OTC K
MID-CAP VALUE FVLKX FIDELITY VALUE K
LARGE VALUE FEIKX FIDELITY EQUITY INCOME K
LARGE VALUE FETKX FIDELITY EQUITY INC II K
LARGE BLEND FDEKX FIDELITY DISCIPLND EQ K
LARGE BLEND FDGKX FIDELITY DIVIDEND GR K
LARGE BLEND FGIKX FIDELITY GROWTH & INC K
LARGE BLEND FVDKX FIDELITY VALUE DISCOV K
MID-CAP BLEND FLCKX FIDELITY LEVERGD CO STK K
MID-CAP BLEND FLCKX FIDELITY LEVERGD CO STK K
MID-CAP BLEND FLPKX FIDELITY LOW PRICED STK K
MID-CAP BLEND FLPKX FIDELITY LOW PRICED STK K
MID-CAP BLEND FVSKX FIDELITY VALUE STRAT K
LARGE GROWTH FFTYX FIDELITY FIFTY
SMALL BLEND FCPEX FIDELITY SM CP ENH INDX
MID-CAP BLEND FSEVX SPTN EXTND MKT INDEX
Mid-Cap Growth FSMGX FIDELITY MID CAP GROWTH
MID-CAP BLEND FMEIX FIDELITY MID CAP ENH INDX
LARGE VALUE FLVEX FIDELITY LC VAL ENH INDX
LARGE GROWTH FLGEX FIDELITY LC GR ENH INDX
LARGE BLEND FLCEX FIDELITY LC CORE ENH INDX
LARGE GROWTH FSLGX FIDELITY LARGE CAP GROWTH
LARGE GROWTH FDFKX FIDELITY INDEPENDENCE K
LARGE GROWTH FEXKX FIDELITY EXPORT & MULTI K
LARGE BLEND FOTTX FIDELITY 130/30 LG CAP
REAL ESTATE
REAL ESTATE FRESX FIDELITY REAL ESTATE INVS
REAL ESTATE FRIFX FIDELITY REAL ESTATE INC
Global Real Estate FIREX FIDELITY INTL REAL ESTATE
FIXED INCOME
Short-Term Bond FSHBX FIDELITY SHORT TERM BOND
Intermediate Government FSTGX FIDELITY INTM GOVT INCOME
Bank Loan FFRHX FIDELITY FLOAT RT HI INC
High Yield Bond SPHIX FIDELITY HIGH INCOME
High Yield Bond FAGIX FIDELITY CAPITAL & INCOME
Emerging Markets Bond FNMIX FIDELITY NEW MARKETS INC
High Yield Bond FHIFX FIDELITY FOCUSED HIGH INC
Intermediate Government FGMNX FIDELITY GNMA
SHORT GOVERNMENT FFXSX FIDELITY GOVT INCOME
SHORT GOVERNMENT FFXSX FIDELITY INST SH INT GOVT
ULTRASHORT BOND FULIX FIDELITY ULTRASHORT BOND
Intermediate-Term Bond FTBFX FIDELITY TOTAL BOND
Intermediate-Term Bond FTHRX FIDELITY INTERMED BOND
Intermediate-Term Bond FMSFX FIDELITY MORTGAGE SEC
Intermediate-Term Bond FBNDX FIDELITY INVST GR BD
Intermediate-Term Bond FBNDX FIDELITY CORPORATE BOND
Multisector Bond FSICX FIDELITY STRATEGIC INCOME
SHORT GOVERNMENT FSBIX SPTN ST TR INDX INV
LONG GOVERNMENT FLBIX SPTN LT TR INDX INV
Intermediate Government FIBIX SPTN INT TR INDX INV
Intermediate-Term Bond FBIDX FIDELITY US BD INDEX
Inflation-Protected Bond FINPX FIDELITY INFLAT PROT BOND
COMMODITIES
COMMODITIES BROAD BASKET FFGCX FIDELITY GLB COMDTY STK
Total Available Funds: 200
  • 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 FKEMX FIDELITY EMERGING MKTS K 74% 3 60 0 0.9% 0.08%
China Region FHKCX FIDELITY CHINA REGION 63% 3 60 0 1.53% 2.29%
Latin America Stock FLATX FIDELITY LATIN AMERICA 57% 3 60 0 0.86% 6.89%
Latin America Stock FLATX FIDELITY LATIN AMERICA 57% 3 60 0 0.86% 6.89%
DIVERSIFIED EMERGING MKTS FEMEX FIDELITY EMEA 0% 3 60 0 1.31% 6.42%
Others
Consumer Staples FDFAX FIDELITY SELECT CONS STAPLES 97% 3 60 0 1.01% 2.98%
Consumer Staples FDFAX FIDELITY SELECT BIOTECH 97% 3 60 0 1.01% 2.98%
Financial FSPCX FIDELITY SELECT INSURANCE 97% 3 60 0 0.81% 4.36%
Industrials FSRFX FIDELITY SELECT TRANSPORT 96% 3 60 0 0.76% 9.72%
Natural Resources FNARX FIDELITY SELECT NATURAL RES 96% 3 60 0 0.77% 2.59%
Natural Resources FNARX FIDELITY SELECT NATURAL RES 96% 3 60 0 0.77% 2.59%
Conservative Allocation FTANX FIDELITY ASSET MGR 30% 95% 3 60 0 0.83% 3.04%
Conservative Allocation FASIX FIDELITY ASSET MGR 20% 95% 3 60 0 0.83% 3.27%
Conservative Allocation FSRRX FIDELITY STRAT REAL RET 94% 3 60 0 0.95% 4.62%
Aggressive Allocation FAMRX FIDELITY ASSET MGR 85% 85% 3 60 0 1.23% 6.09%
EQUITY PRECIOUS METALS FSAGX FIDELITY SELECT GOLD 78% 3 60 0 0.77% 7.97%
Health FSMEX FIDELITY SELECT MED EQ & SYS 78% 3 60 0 0.84% 16.09%
Utilities FSUTX FIDELITY SELECT UTILITIES 78% 3 60 0 0.74% 5.51%
Technology FSCSX FIDELITY SELECT SOFTWARE 77% 3 60 0 0.69% 17.11%
Industrials FSDAX FIDELITY SELECT DEFENSE 76% 3 60 0 0.75% 2.69%
Convertibles FCVSX FIDELITY CONVERTIBLE SEC 76% 3 60 0 1.04% 11.6%
Equity Energy FSENX FIDELITY SELECT ENERGY 76% 3 60 0 0.83% 2.4%
MISCELLANEOUS SECTOR FSCHX FIDELITY SELECT CHEMICALS 76% 3 60 0 0.75% 3.16%
MISCELLANEOUS SECTOR FBSOX FIDELITY SELECT IT SERVICES 76% 3 60 0 0.73% 13.41%
Utilities FIUIX FIDELITY TELECOM & UTIL 75% 3 60 0 0.73% 9.19%
Moderate Allocation FASMX FIDELITY ASSET MGR 50% 75% 3 60 0 0.92% 7.49%
Natural Resources FSDPX FIDELITY SELECT MATERIALS 75% 3 60 0 0.76% 5.71%
Health FPHAX FIDELITY SELECT PHARMACEUTCL 75% 3 60 0 0.76% 7.07%
Consumer Discretionary FDLSX FIDELITY SELECT LEISURE 75% 3 60 0 0.74% 14.87%
Communications FWRLX FIDELITY SELECT WIRELESS 75% 3 60 0 0.79% 7.03%
Technology FDCPX FIDELITY SELECT COMPUTERS 75% 3 60 0 0.73% 13.18%
Communications FSTCX FIDELITY SELECT TELECOMM 75% 3 60 0 1.13% 3.05%
Moderate Allocation FASGX FIDELITY ASSET MGR 70% 75% 3 60 0 0.97% 7.77%
Health FSHCX FIDELITY SELECT MEDICAL DEL 74% 3 60 0 0.73% 0.78%
Health FSHCX FIDELITY SELECT MEDICAL DEL 74% 3 60 0 0.73% 0.78%
Equity Energy FSESX FIDELITY SELECT ENERGY SVCS 74% 3 60 0 0.91% 3.18%
Industrials FCYIX FIDELITY SELECT INDUSTRIALS 74% 3 60 0 0.76% 5.86%
Equity Energy FSNGX FIDELITY SELECT NATURAL GAS 74% 3 60 0 0.92% 3.25%
Equity Energy FSNGX FIDELITY SELECT NATURAL GAS 74% 3 60 0 0.92% 3.25%
Health FSPHX FIDELITY SELECT HEALTHCARE 74% 3 60 0 0.69% 20.68%
MISCELLANEOUS SECTOR FSLEX FIDELITY SELECT ENV ALT ENGY 74% 3 60 0 0.79% 2.08%
Technology FSPTX FIDELITY SELECT TECHNOLOGY 74% 3 60 0 0.7% 12.47%
Industrials FSAIX FIDELITY SELECT AIR TRANSPRT 73% 3 60 0 0.85% 19.53%
Consumer Discretionary FSRPX FIDELITY SELECT RETAILING 72% 3 60 0 0.72% 18.4%
MISCELLANEOUS SECTOR FSHOX FIDELITY SELECT CONSTR/HOUSE 72% 3 60 0 0.77% 6.46%
Financial FSLBX FIDELITY SELECT BROKERAGE 72% 3 60 0 0.75% 2.04%
Consumer Discretionary FSCPX FIDELITY SELECT CONS DISCR 72% 3 60 0 0.76% 9.53%
MISCELLANEOUS SECTOR FSAVX FIDELITY SELECT AUTOMOTIVE 71% 3 60 0 0.89% 13.86%
Communications FSDCX FIDELITY SELECT COMM EQUIP 71% 3 60 0 0.87% 12.72%
Communications FBMPX FIDELITY SELECT MULTIMEDIA 71% 3 60 0 1.07% 15.28%
Communications FBMPX FIDELITY SELECT MULTIMEDIA 71% 3 60 0 1.07% 15.28%
Conservative Allocation FFANX FIDELITY ASSET MGR 40% 71% 3 60 0 0.57% 3.73%
Technology FSELX FIDELITY SELECT ELECTRONICS 71% 3 60 0 0.69% 20.9%
Financial FSRBX FIDELITY SELECT BANKING 70% 3 60 0 0.75% 11.33%
Financial FIDSX FIDELITY SELECT FINANCIAL 70% 3 60 0 0.75% 7.3%
Financial FSVLX FIDELITY SELECT CONSUMER FIN 69% 3 60 0 0.87% 0%
Moderate Allocation FBAKX FIDELITY BALANCED K 69% 3 60 0 0.5% 6.15%
Moderate Allocation FPUKX FIDELITY PURITAN K 68% 3 60 0 0.5% 6.89%
Moderate Allocation FSANX FIDELITY ASSET MGR 60% 68% 3 60 0 1.24% 6.2%
Industrials FSCGX FIDELITY SELECT INDUST EQUIP 32% 3 60 0 0.84% 20.11%
ROOT CASH FIDELITY US GOVT RES 0% 0 60 0 NA 2.53%
ROOT CASH FIDELITY CASH RESRVE 0% 0 60 0 NA 2.53%
ROOT CASH FIDELITY US TREASURY MM 0% 0 60 0 NA 2.53%
ROOT CASH FIDELITY US GOVT RES 0% 0 60 0 NA 2.53%
ROOT CASH FIDELITY RETIRE MMKT 0% 0 60 0 NA 2.53%
ROOT CASH FIDELITY RET GOVT MM 0% 0 60 0 NA 2.53%
ROOT CASH FIDELITY CASH RESRVE 0% 0 60 0 NA 2.53%
ROOT CASH FIDELITY US TREASURY MM 0% 0 60 0 NA 2.53%
ROOT CASH FIDELITY SELECT MONEY MARKET 0% 0 60 0 NA 2.53%
ROOT CASH FIDELITY MONEY MARKET 0% 0 60 0 NA 2.53%
ROOT CASH FIDELITY GOVT MMKT 0% 0 60 0 NA 2.53%
ROOT CASH FIDELITY MGD INC PORT 0% 0 60 0 NA 2.53%
ROOT CASH FIDELITY MGD INC PORT II 0% 0 60 0 NA 2.53%
World Allocation FGBLX FIDELITY GLOBAL BALANCED 0% 3 60 0 1.06% 23.93%
Retirement Income FFKAX FIDELITY FREEDOM K INCOME 0% 3 60 0 0.39% 3.89%
Target Date 2050+ FFKHX FIDELITY FREEDOM K 2050 0% 3 60 0 0.64% 3.89%
Target Date 2041-2045 FFKGX FIDELITY FREEDOM K 2045 0% 3 60 0 0.63% 3.92%
Target Date 2036-2040 FFKFX FIDELITY FREEDOM K 2040 0% 3 60 0 0.62% 4.66%
Target Date 2031-2035 FKTHX FIDELITY FREEDOM K 2035 0% 3 60 0 0.62% 4.48%
World Allocation FGBLX FIDELITY GLOBAL BALANCED 0% 3 60 0 1.06% 23.93%
Retirement Income FFKAX FIDELITY FREEDOM K INCOME 0% 3 60 0 0.39% 3.89%
Target Date 2050+ FFKHX FIDELITY FREEDOM K 2050 0% 3 60 0 0.64% 3.89%
Target Date 2041-2045 FFKGX FIDELITY FREEDOM K 2045 0% 3 60 0 0.63% 3.92%
Target Date 2036-2040 FFKFX FIDELITY FREEDOM K 2040 0% 3 60 0 0.62% 4.66%
Target Date 2031-2035 FKTHX FIDELITY FREEDOM K 2035 0% 3 60 0 0.62% 4.48%
Target Date 2026-2030 FFKEX FIDELITY FREEDOM K 2030 0% 3 60 0 0.59% 3.82%
Target Date 2021-2025 FKTWX FIDELITY FREEDOM K 2025 0% 3 60 0 0.58% 4.63%
Target Date 2016-2020 FFKDX FIDELITY FREEDOM K 2020 0% 3 60 0 0.54% 3.87%
Target Date 2011-2015 FKVFX FIDELITY FREEDOM K 2015 0% 3 60 0 0.51% 6.93%
Target Date 2000-2010 FFKCX FIDELITY FREEDOM K 2010 0% 3 60 0 0.5% 6.98%
Target Date 2000-2010 FFKVX FIDELITY FREEDOM K 2005 0% 3 60 0 0.46% 5.14%
Target Date 2000-2010 FFKBX FIDELITY FREEDOM K 2000 0% 3 60 0 0.39% 4.72%
Moderate Allocation FDYSX FIDELITY DYNAMIC STRAT 0% 3 60 0 1.08% 15.89%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FIDELITY PACIFIC BASIN 100% 3 60 0 1.12% 9.37%
DIVERSIFIED PACIFIC/ASIA FPBFX FIDELITY PACIFIC BASIN 100% 3 60 0 1.12% 9.37%
WORLD STOCK FWWFX FIDELITY WORLDWIDE 99% 3 60 0 0.95% 12.23%
WORLD STOCK FWWFX FIDELITY WORLDWIDE 99% 3 60 0 0.95% 12.23%
JAPAN STOCK FJPNX FIDELITY JAPAN 86% 3 60 0 1.13% 10.64%
Foreign Large Blend FSIIX SPARTAN INTL INDEX 86% 3 60 0 0.17% 3.03%
FOREIGN SMALL/MID GROWTH FISMX FIDELITY INTL SMALL CAP 82% 3 60 0 1.43% 3.75%
PACIFIC/ASIA EX-JAPAN STK FSEAX FIDELITY EMERGING ASIA 78% 3 60 0 1.18% 0.27%
Foreign Large Growth FIVFX FIDELITY INTL CAP APPREC 76% 3 60 0 0.8% 14.32%
FOREIGN SMALL/MID GROWTH FSCOX FIDELITY INTL SM CAP OPP 76% 3 60 0 1.3% 11.74%
Foreign Large Growth FIGFX FIDELITY INTL GROWTH 72% 3 60 0 0.89% 3.57%
Foreign Large Growth FDIKX FIDELITY DIVERSIFD INTL K 72% 3 60 0 0.99% 10.79%
Foreign Large Blend FIDKX FIDELITY INTL DISCOVERY K 71% 3 60 0 0.99% 7.27%
Foreign Large Blend FOSKX FIDELITY OVERSEAS K 71% 3 60 0 0.95% 4.87%
Foreign Large Blend FOSKX FIDELITY OVERSEAS K 71% 3 60 0 0.95% 4.87%
Foreign Large Blend FTIEX FIDELITY TOTAL INTL EQ 71% 3 60 0 1.55% 1.4%
Foreign Large Blend FTIEX FIDELITY TOTAL INTL EQ 71% 3 60 0 1.55% 1.4%
Foreign Large Value FIVLX FIDELITY INTL VALUE 65% 3 60 0 1.55% 2.63%
EUROPE STOCK FIEUX FIDELITY EUROPE 61% 3 60 0 0.76% 2.44%
JAPAN STOCK FJSCX FIDELITY JAPAN SMALLER CO 59% 3 60 0 0.91% 16.85%
Foreign Large Blend FICDX FIDELITY CANADA 52% 3 60 0 0.86% 6.02%
EUROPE STOCK FNORX FIDELITY NORDIC 50% 3 60 0 0.94% 8.6%
EUROPE STOCK FNORX FIDELITY NORDIC 50% 3 60 0 0.94% 8.6%
Foreign Large Blend FIENX FIDELITY INTL ENH INDEX 0% 3 60 0 0.63% 5.66%
EUROPE STOCK FECAX FIDELITY EUROPE CAP APP 0% 3 60 0 1.02% 1.85%
US EQUITY
LARGE GROWTH FLCSX FIDELITY LARGE CAP STOCK 96% 3 60 0 0.76% 7.32%
LARGE BLEND FSTMX SPTN TOTAL MKT INDEX 93% 3 60 0 0.09% 1.18%
LARGE BLEND FSTMX SPTN TOTAL MKT INDEX 93% 3 60 0 0.09% 1.18%
SMALL VALUE FCPVX FIDELITY SMALL CAP VALUE 91% 3 60 0 1.5% 10.51%
SMALL BLEND FSCRX FIDELITY SM CAP DISCOVERY 90% 3 60 0 1.07% 14.69%
LARGE GROWTH FTRNX FIDELITY TREND 88% 3 60 0 0.58% 7.17%
LARGE GROWTH FTQGX FIDELITY FOCUSED STOCK 88% 3 60 0 0.47% 13.59%
Small Growth FCPGX FIDELITY SMALL CAP GROWTH 87% 3 60 0 1.32% 7.12%
LARGE BLEND FFNOX FIDELITY FOUR IN ONE IDX 87% 3 60 0 0.11% 2.45%
Mid-Cap Growth FMILX FIDELITY NEW MILLEN 87% 3 60 0 0.89% 5.75%
LARGE GROWTH FNCMX FIDELITY NASDAQ COMP INDX 84% 3 60 0 0.29% 0.62%
SMALL BLEND FSLCX FIDELITY SMALL CAP STOCK 82% 3 60 0 0.67% 14.95%
MID-CAP VALUE FSMVX FIDELITY MID CAP VALUE 76% 3 60 0 1.08% 8.46%
LARGE GROWTH FDSSX FIDELITY STK SELECT ALL CP K 74% 3 60 0 0.66% 5.47%
LARGE VALUE FSLVX FIDELITY LARGE CAP VALUE 73% 3 60 0 1.94% 10.21%
LARGE BLEND FSDIX FIDELITY STRAT DIV & INC 73% 3 60 0 0.68% 7.73%
Mid-Cap Growth FDEGX FIDELITY GR STRATEGIES K 72% 3 60 0 0.72% 9.41%
Mid-Cap Growth FDEGX FIDELITY GR STRATEGIES K 72% 3 60 0 0.72% 9.41%
Small Growth FDSCX FIDELITY STK SELECT SM CAP 70% 3 60 0 1.46% 0.87%
LARGE VALUE FBCVX FIDELITY BLUE CHIP VALUE 70% 3 60 0 0.63% 3.21%
LARGE BLEND FGRTX FIDELITY MEGA CAP STOCK 70% 3 60 0 0.51% 4.49%
LARGE BLEND FSMAX SPARTAN 500 INDEX 70% 3 60 0 0.03% 0.65%
LARGE BLEND FSMAX SPARTAN 500 INDEX 70% 3 60 0 0.03% 0.65%
LARGE GROWTH FBGKX FIDELITY BLUE CHIP GR K 68% 3 60 0 0.76% 2.29%
LARGE GROWTH FCAKX FIDELITY CAP APPREC K 68% 3 60 0 0.83% 8.62%
LARGE GROWTH FCNKX FIDELITY CONTRAFUND K 68% 3 60 0 0.55% 5.16%
LARGE BLEND FFDKX FIDELITY FUND K 68% 3 60 0 0.45% 1.48%
LARGE GROWTH FGCKX FIDELITY GROWTH CO K 68% 3 60 0 0.79% 6.01%
LARGE GROWTH FGDKX FIDELITY GROWTH DISC K 68% 3 60 0 0.68% 1.86%
Mid-Cap Growth FKMCX FIDELITY MID CAP STOCK K 68% 3 60 0 0.85% 2.06%
LARGE GROWTH FMGKX FIDELITY MAGELLAN K 67% 3 60 0 0.68% 4.63%
LARGE GROWTH FOCKX FIDELITY OTC K 67% 3 60 0 0.81% 8.94%
MID-CAP VALUE FVLKX FIDELITY VALUE K 67% 3 60 0 0.75% 10.59%
LARGE VALUE FEIKX FIDELITY EQUITY INCOME K 67% 3 60 0 0.57% 5.52%
LARGE VALUE FETKX FIDELITY EQUITY INC II K 67% 3 60 0 0.58% 7.6%
LARGE BLEND FDEKX FIDELITY DISCIPLND EQ K 64% 3 60 0 0.62% 8.63%
LARGE BLEND FDGKX FIDELITY DIVIDEND GR K 64% 3 60 0 0.48% 10.17%
LARGE BLEND FGIKX FIDELITY GROWTH & INC K 64% 3 60 0 0.57% 10.15%
LARGE BLEND FVDKX FIDELITY VALUE DISCOV K 63% 3 60 0 0.8% 9.3%
MID-CAP BLEND FLCKX FIDELITY LEVERGD CO STK K 61% 3 60 0 0.74% 5.32%
MID-CAP BLEND FLCKX FIDELITY LEVERGD CO STK K 61% 3 60 0 0.74% 5.32%
MID-CAP BLEND FLPKX FIDELITY LOW PRICED STK K 61% 3 60 0 0.82% 13.1%
MID-CAP BLEND FLPKX FIDELITY LOW PRICED STK K 61% 3 60 0 0.82% 13.1%
MID-CAP BLEND FVSKX FIDELITY VALUE STRAT K 60% 3 60 0 0.75% 8.94%
LARGE GROWTH FFTYX FIDELITY FIFTY 20% 3 60 0 1.65% 80.06%
SMALL BLEND FCPEX FIDELITY SM CP ENH INDX 0% 3 60 0 0.55% 1.76%
MID-CAP BLEND FSEVX SPTN EXTND MKT INDEX 0% 3 60 0 0.07% 4.47%
Mid-Cap Growth FSMGX FIDELITY MID CAP GROWTH 0% 3 60 0 0.79% 0%
MID-CAP BLEND FMEIX FIDELITY MID CAP ENH INDX 0% 3 60 0 0.45% 4.2%
LARGE VALUE FLVEX FIDELITY LC VAL ENH INDX 0% 3 60 0 0.39% 7.33%
LARGE GROWTH FLGEX FIDELITY LC GR ENH INDX 0% 3 60 0 0.39% 1.33%
LARGE BLEND FLCEX FIDELITY LC CORE ENH INDX 0% 3 60 0 0.39% 2.34%
LARGE GROWTH FSLGX FIDELITY LARGE CAP GROWTH 0% 3 60 0 0.88% 0.77%
LARGE GROWTH FDFKX FIDELITY INDEPENDENCE K 0% 3 60 0 0.77% 30.98%
LARGE GROWTH FEXKX FIDELITY EXPORT & MULTI K 0% 3 60 0 0.74% 0.54%
LARGE BLEND FOTTX FIDELITY 130/30 LG CAP 0% 3 60 0 1.3% 0.85%
REAL ESTATE
REAL ESTATE FRESX FIDELITY REAL ESTATE INVS 96% 3 60 0 0.72% 4.44%
REAL ESTATE FRIFX FIDELITY REAL ESTATE INC 88% 3 60 0 0.71% 4.71%
Global Real Estate FIREX FIDELITY INTL REAL ESTATE 84% 3 60 0 1.2% 3.12%
FIXED INCOME
Short-Term Bond FSHBX FIDELITY SHORT TERM BOND 100% 3 60 0 0.5% 4.18%
Intermediate Government FSTGX FIDELITY INTM GOVT INCOME 97% 3 60 0 0.45% 3.14%
Bank Loan FFRHX FIDELITY FLOAT RT HI INC 93% 3 60 0 1.03% 7.09%
High Yield Bond SPHIX FIDELITY HIGH INCOME 91% 3 60 0 1.16% 6.67%
High Yield Bond FAGIX FIDELITY CAPITAL & INCOME 91% 3 60 0 0.93% 5.04%
Emerging Markets Bond FNMIX FIDELITY NEW MARKETS INC 89% 3 60 0 0.82% 5.39%
High Yield Bond FHIFX FIDELITY FOCUSED HIGH INC 88% 3 60 0 0.75% 5.84%
Intermediate Government FGMNX FIDELITY GNMA 87% 3 60 0 0.45% 3.72%
SHORT GOVERNMENT FFXSX FIDELITY GOVT INCOME 87% 3 60 0 0.3% 3.36%
SHORT GOVERNMENT FFXSX FIDELITY INST SH INT GOVT 87% 3 60 0 0.3% 3.36%
ULTRASHORT BOND FULIX FIDELITY ULTRASHORT BOND 81% 3 60 0 0.36% 4.76%
Intermediate-Term Bond FTBFX FIDELITY TOTAL BOND 81% 3 60 0 0.5% 4.43%
Intermediate-Term Bond FTHRX FIDELITY INTERMED BOND 78% 3 60 0 0.45% 3.7%
Intermediate-Term Bond FMSFX FIDELITY MORTGAGE SEC 78% 3 60 0 0.45% 4.06%
Intermediate-Term Bond FBNDX FIDELITY INVST GR BD 76% 3 60 0 0.76% 3.93%
Intermediate-Term Bond FBNDX FIDELITY CORPORATE BOND 76% 3 60 0 0.76% 3.93%
Multisector Bond FSICX FIDELITY STRATEGIC INCOME 74% 3 60 0 0.7% 3.83%
SHORT GOVERNMENT FSBIX SPTN ST TR INDX INV 0% 3 60 0 0.2% 1.46%
LONG GOVERNMENT FLBIX SPTN LT TR INDX INV 0% 3 60 0 0.17% 2.78%
Intermediate Government FIBIX SPTN INT TR INDX INV 0% 3 60 0 0.17% 2.04%
Intermediate-Term Bond FBIDX FIDELITY US BD INDEX 0% 3 60 0 0.13% 2.17%
Inflation-Protected Bond FINPX FIDELITY INFLAT PROT BOND 0% 3 60 0 0.45% 5.42%
COMMODITIES
COMMODITIES BROAD BASKET FFGCX FIDELITY GLB COMDTY STK 28% 3 60 0 1.94% 3.02%
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*
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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 -5.5% -1.3% 9.8% 9.0% 7.5% 7.0%

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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 200 funds. It covers 6 major asset classes and 63 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs, Commodity and Fixed Income.


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