It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ THE PRIVATE DIAGNOSTIC CLINIC PLLC PROFIT SHARING PLAN

THE PRIVATE DIAGNOSTIC CLINIC PLLC PROFIT SHARING PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
THE PRIVATE DIAGNOSTIC CLINIC, PLLC PROFIT SHARING PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Investment Trust: Fidelity Emerging Markets Fund
DIVERSIFIED EMERGING MKTS FEMEX Fidelity Investment Trust: Fidelity Emerging Europe
Others
World Allocation FDYSX Fidelity Salem Street Trust: Fidelity Global Strategies Fund
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Investment Trust: Fidelity Emerging Asia Fund
EUROPE STOCK FIEUX Fidelity Investment Trust: Fidelity Europe Fund
EUROPE STOCK FECAX Fidelity Investment Trust: Fidelity Europe Capital Appreciation Fund
US EQUITY
LARGE BLEND FDGFX Fidelity Securities Fund: Fidelity Dividend Growth Fund
MID-CAP VALUE FDVLX Fidelity Capital Trust: Fidelity Value Fund
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Investment Trust: Fidelity Emerging Markets Fund
DIVERSIFIED EMERGING MKTS FEMEX Fidelity Investment Trust: Fidelity Emerging Europe
Others
World Allocation FDYSX Fidelity Salem Street Trust: Fidelity Global Strategies Fund
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Investment Trust: Fidelity Emerging Asia Fund
EUROPE STOCK FIEUX Fidelity Investment Trust: Fidelity Europe Fund
EUROPE STOCK FECAX Fidelity Investment Trust: Fidelity Europe Capital Appreciation Fund
US EQUITY
LARGE BLEND FDGFX Fidelity Securities Fund: Fidelity Dividend Growth Fund
MID-CAP VALUE FDVLX Fidelity Capital Trust: Fidelity Value Fund
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE VALUE FEQTX Fidelity Financial Trust: Fidelity Equity Dividend Income Fund
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares
Small Growth VEXRX Vanguard Explorer Fund; Admiral Shares
LARGE VALUE FSDIX Fidelity Salem Street Trust: Fidelity Strategic Dividend & Income Fund
MID-CAP VALUE JAMCX JP Morgan Fleming Mutual Fund Group
LARGE GROWTH VGEQX Vanguard Fenway Funds: Vanguard Growth Equity Fund
REAL ESTATE
Global Real Estate AGREX AIM Investment Securities Funds (Invesco Investment Securities Funds): Invesco Global Real Estate Fd; Cl A
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond FTBFX Fidelity Income Fund: Fidelity Advisor Total Bond Fund; Fidelity Total Bond Shares
LONG GOVERNMENT FLBIX Fidelity Salem Street Trust: Spartan Long-Term Treasury Bond Index Fund; Investor Class Shares
Total Available Funds: 19
  • 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 Fidelity Investment Trust: Fidelity Emerging Markets Fund 82% 3 60 0 0.9% 0.06%
DIVERSIFIED EMERGING MKTS FEMEX Fidelity Investment Trust: Fidelity Emerging Europe 0% 3 60 0 1.31% 6.42%
Others
World Allocation FDYSX Fidelity Salem Street Trust: Fidelity Global Strategies Fund 0% 3 60 0 1.08% 15.89%
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Investment Trust: Fidelity Emerging Asia Fund 78% 3 60 0 1.18% 0.27%
EUROPE STOCK FIEUX Fidelity Investment Trust: Fidelity Europe Fund 61% 3 60 0 0.76% 2.44%
EUROPE STOCK FECAX Fidelity Investment Trust: Fidelity Europe Capital Appreciation Fund 0% 3 60 0 1.02% 1.85%
US EQUITY
LARGE BLEND FDGFX Fidelity Securities Fund: Fidelity Dividend Growth Fund 99% 3 60 0 0.77% 10.1%
MID-CAP VALUE FDVLX Fidelity Capital Trust: Fidelity Value Fund 99% 3 60 0 0.76% 10.6%
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund 98% 3 60 0 0.57% 5.43%
LARGE VALUE FEQTX Fidelity Financial Trust: Fidelity Equity Dividend Income Fund 97% 3 60 0 0.58% 7.58%
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares 80% 3 60 0 0.74% 0%
Small Growth VEXRX Vanguard Explorer Fund; Admiral Shares 77% 3 60 0 0.34% 7.97%
LARGE VALUE FSDIX Fidelity Salem Street Trust: Fidelity Strategic Dividend & Income Fund 73% 3 60 0 0.68% 7.73%
MID-CAP VALUE JAMCX JP Morgan Fleming Mutual Fund Group 41% 3 60 0 1.15% 19.14%
LARGE GROWTH VGEQX Vanguard Fenway Funds: Vanguard Growth Equity Fund 0% 3 60 0 0.52% 0.43%
REAL ESTATE
Global Real Estate AGREX AIM Investment Securities Funds (Invesco Investment Securities Funds): Invesco Global Real Estate Fd; Cl A 53% 3 60 0 1.3% 1.78%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond FTBFX Fidelity Income Fund: Fidelity Advisor Total Bond Fund; Fidelity Total Bond Shares 81% 3 60 0 0.5% 4.43%
LONG GOVERNMENT FLBIX Fidelity Salem Street Trust: Spartan Long-Term Treasury Bond Index Fund; Investor Class Shares 0% 3 60 0 0.17% 2.78%
Average Expense Ratio: 0.8%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.