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MyPlanIQ 401k Investor University of California Retirement Savings Program Fidelity

University of California Retirement Savings Program Fidelity

This Plan is unrated.
Investment Options
Total Available Funds: 201
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFA EMERGING MKTS I
DIVERSIFIED EMERGING MKTS FEMKX FID EMERGING MKTS
China Region FHKCX FID CHINA REGION
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Retirement Income FFFAX FID FREEDOM INCOME
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FID PACIFIC BASIN
WORLD STOCK FWWFX FID WORLDWIDE
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Total Available Funds: 201
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFA EMERGING MKTS I
DIVERSIFIED EMERGING MKTS FEMKX FID EMERGING MKTS
China Region FHKCX FID CHINA REGION
Latin America Stock FLATX FID LATIN AMERICA
DIVERSIFIED EMERGING MKTS FEMEX FID EMEA
DIVERSIFIED EMERGING MKTS FPMAX SPTN EM MKTS IDX ADV
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Retirement Income FFFAX FID FREEDOM INCOME
Consumer Staples FDFAX FID SEL CONS STAPLES
Financial FSPCX FID SEL CONS DISCR
Financial FSPCX FID SEL INSURANCE
Industrials FSRFX FID SEL TRANSPORT
Natural Resources FNARX FID SEL NATURAL RES
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Conservative Allocation FTANX FID ASSET MGR 30%
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Conservative Allocation FASIX FID ASSET MGR 20%
Conservative Allocation FSRRX FID STRAT REAL RET
Target Date 2050+ FFFHX FID FREEDOM 2050
Target Date 2000-2010 FFFCX FID FREEDOM 2010
Target Date 2041-2045 FFFGX FID FREEDOM 2045
Target Date 2000-2010 FFFVX FID FREEDOM 2005
Aggressive Allocation FAMRX FID ASSET MGR 85%
Moderate Allocation FPURX FID PURITAN
Moderate Allocation FBALX UC BALANCED GROWTH
Moderate Allocation FBALX FID BALANCED
EQUITY PRECIOUS METALS FSAGX FID SEL GOLD
Health FSMEX FID SEL MED EQ & SYS
Utilities FSUTX FID SEL UTILITIES
Health FBIOX FID SEL BIOTECH
Technology FSCSX FID SEL SOFTWARE
Industrials FSDAX FID SEL DEFENSE
Convertibles FCVSX FID CONVERTIBLE SEC
Equity Energy FSENX FID SEL ENERGY
MISCELLANEOUS SECTOR FSCHX FID SEL CHEMICALS
MISCELLANEOUS SECTOR FBSOX FID SEL IT SERVICES
Utilities FIUIX FID TELECOM & UTIL
Moderate Allocation FASMX FID ASSET MGR 50%
Natural Resources FSDPX FID SEL MATERIALS
Health FPHAX FID SEL PHARMACEUTCL
Communications FWRLX FID SEL WIRELESS
Technology FDCPX FID SEL COMPUTERS
Communications FSTCX FID SEL TELECOMM
Moderate Allocation FASGX FID ASSET MGR 70%
Health FSHCX FID SEL MEDICAL DEL
Equity Energy FSESX FID SEL ENERGY SVCS
Industrials FCYIX FID SEL INDUSTRIALS
Equity Energy FSNGX FID SEL NATURAL GAS
Health FSPHX FID SEL HEALTHCARE
MISCELLANEOUS SECTOR FSLEX FID SEL ENV ALT ENGY
Technology FSPTX FID SEL TECHNOLOGY
Industrials FSAIX FID SEL AIR TRANSPRT
MISCELLANEOUS SECTOR FSHOX FID SEL CONSTR/HOUSE
Financial FSLBX FID SEL BROKERAGE
MISCELLANEOUS SECTOR FSAVX FID SEL AUTOMOTIVE
Communications FSDCX FID SEL COMM EQUIP
Communications FBMPX FID SEL MULTIMEDIA
Conservative Allocation FFANX FID ASSET MGR 40%
Technology FSELX FID SEL ELECTRONICS
Financial FSRBX FID SEL BANKING
Financial FIDSX FID SEL FINANCIAL
Financial FSVLX FID SEL CONSUMER FIN
Moderate Allocation FSANX FID ASSET MGR 60%
Industrials FSCGX FID SEL INDUST EQUIP
Moderate Allocation CSIFX CALVERT BALANCED A
ROOT unknow BROKERAGELINK
Moderate Allocation CFUNX UC PATHWAY INCOME
ROOT unknow UC PATHWAY 2020
ROOT unknow UC PATHWAY 2030
ROOT unknow UC PATHWAY 2040
ROOT unknow UC PATHWAY 2050
ROOT unknow UC PATHWAY 2015
ROOT unknow UC PATHWAY 2025
ROOT unknow UC PATHWAY 2035
ROOT unknow UC PATHWAY 2045
ROOT unknow UC PATHWAY 2055
ROOT unknow UC PATHWAY 2060
ROOT unknow UC DOM EQ INDEX
ROOT unknow UC INTL EQ INDEX
ROOT CASH DREY TR PRIME CASH I
Target Date 2000-2010 FFFBX FID FREEDOM 2000
World Allocation FGBLX FID GLOBAL BALANCED
Moderate Allocation FDYSX FID GLOBAL STRAT
Moderate Allocation FGHNX FID GLB HIGH INCOME
ROOT CASH CALVERT MONEY MKT A
ROOT CASH FID US GOVT RES
ROOT CASH FID CASH RESRVE
ROOT CASH FID SEL MONEY MARKET
ROOT CASH FID US TREA MM
ROOT CASH FID MONEY MARKET
ROOT CASH FID GOVT MMKT
ROOT CASH FID RETIRE MMKT
ROOT CASH FID RET GOVT MM
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FID PACIFIC BASIN
WORLD STOCK FWWFX FID WORLDWIDE
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Foreign Large Blend FIGRX FID INTL DISCOVERY
Foreign Large Blend FOSFX FID OVERSEAS
JAPAN STOCK FJPNX FID JAPAN
Foreign Large Blend FSIIX SPTN INTL INDEX INV
FOREIGN SMALL/MID GROWTH FISMX FID INTL SMALL CAP
PACIFIC/ASIA EX-JAPAN STK FSEAX FID EMERGING ASIA
Foreign Large Growth FIVFX FID INTL CAP APPREC
FOREIGN SMALL/MID GROWTH FSCOX FID INTL SM CAP OPP
Foreign Large Growth FIGFX FID INTL GROWTH
Foreign Large Blend FTIEX FID TOTAL INTL EQ
Foreign Large Value FIVLX FID INTL VALUE
EUROPE STOCK FIEUX FID EUROPE
JAPAN STOCK FJSCX FID JAPAN SMALL CO
Foreign Large Blend FICDX FID CANADA
EUROPE STOCK FNORX FID NORDIC
Foreign Large Value CWVGX CALVERT INTL EQ A
Foreign Large Blend FIENX FID INTL ENH INDEX
Foreign Large Blend FSGDX SPTN GLB XUS IDX ADV
EUROPE STOCK FECAX FID EUROPE CAP APP
US EQUITY
LARGE BLEND FFIDX FID FIDELITY FUND
LARGE BLEND FDGFX FID DIVIDEND GR
SMALL BLEND NAESX VANG SM CAP IDX INST
MID-CAP VALUE FDVLX FID VALUE
LARGE VALUE FEQIX FID EQUITY INC
LARGE VALUE FEQIX FID EQ DIV INCOME
LARGE BLEND VFINX UC EQUITY FUND
LARGE GROWTH FLCSX FID LARGE CAP STOCK
LARGE BLEND FDEQX FID DISCIPLND EQTY
LARGE BLEND FGRIX FID GROWTH & INC
LARGE BLEND FSTMX SPTN TOT MKT IDX INV
SMALL VALUE FCPVX FID SMALL CAP VALUE
SMALL BLEND FSCRX FID SM CAP DISCOVERY
LARGE GROWTH FDSVX FID GROWTH DISC
LARGE GROWTH FTQGX FID FOCUSED STOCK
Small Growth FCPGX FID SMALL CAP GROWTH
LARGE BLEND FFNOX FID FOUR IN ONE IDX
MID-CAP BLEND FLVCX FID LEVERGD CO STK
LARGE GROWTH FNCMX FID NASDAQ COMP INDX
SMALL BLEND FSLCX FID SMALL CAP STOCK
LARGE BLEND FUSEX SPTN 500 INDEX INV
Mid-Cap Growth FMCSX FID MID CAP STOCK
MID-CAP VALUE FSMVX FID MID CAP VALUE
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV
MID-CAP BLEND FSLSX FID VALUE STRAT
LARGE VALUE FSLVX FID STKSEL LGCAP VAL
LARGE BLEND FSDIX FID STRAT DIV & INC
Mid-Cap Growth FDEGX FID GROWTH STRAT
Small Growth FDSCX FID STK SEL SM CAP
LARGE GROWTH VFTNX VANG FTSE SOC IDX IS
LARGE VALUE FBCVX FID BLUE CHIP VALUE
LARGE BLEND FGRTX FID MEGA CAP STOCK
LARGE BLEND FVDFX FID VALUE DISCOV
Mid-Cap Growth CCAFX CALVERT CAP ACC A
SMALL BLEND CCVAX CALVERT SMALL CAP A
LARGE GROWTH FFTYX FID FIFTY
MID-CAP BLEND FLPSX FID LOW PRICED STK
LARGE GROWTH FLGEX FID LC GRO ENH INDX
LARGE BLEND CMIFX CALV ENHANCED EQ A
LARGE GROWTH FEXPX FID EXPORT
LARGE GROWTH FSLGX FID LARGE CAP GROWTH
LARGE BLEND FLCEX FID LC CORE ENH INDX
LARGE BLEND FOTTX FID 130/30 LG CAP
LARGE VALUE FLVEX FID LC VAL ENH INDX
Mid-Cap Growth FSMGX FID MID CAP GROWTH
MID-CAP BLEND FMEIX FID MID CAP ENH INDX
MID-CAP BLEND FSCKX SPTN MID CAP IDX ADV
SMALL BLEND FCPEX FID SM CAP ENH INDX
SMALL BLEND FSSVX SPTN SM CAP IDX ADV
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
REAL ESTATE FRIFX FID REAL ESTATE INC
Global Real Estate FIREX FID INTL REAL ESTATE
REAL ESTATE VGSNX VANG REIT IDX INST
REAL ESTATE FSRVX SPTN REAL ES IDX ADV
FIXED INCOME
Short-Term Bond FSHBX FID SHORT TERM BOND
Short-Term Bond VBISX UC SAVINGS FUND
Inflation-Protected Bond VIPSX UC TIPS FUND
Intermediate Government FSTGX FID INTM GOVT INCOME
High Yield Bond SPHIX FID HIGH INCOME
High Yield Bond FAGIX FID CAPITAL & INCOME
Intermediate Government FGOVX FIDELITY GOVT INCOME
Emerging Markets Bond FNMIX FID NEW MARKETS INC
High Yield Bond FHIFX FID FOCUSED HIGH INC
Intermediate Government FGMNX FID GNMA
SHORT GOVERNMENT FFXSX FID INST SH INT GOVT
Intermediate-Term Bond FTBFX FID TOTAL BOND
Intermediate-Term Bond FTHRX FID INTERMED BOND
Intermediate-Term Bond FMSFX FID MORTGAGE SEC
Intermediate-Term Bond FBNDX FID INVST GR BD
Multisector Bond FSICX FID STRATEGIC INCOME
Bank Loan FFRAX FID FLOAT RT HI INC
Intermediate-Term Bond CSIBX CALVERT BOND A
Intermediate-Term Bond FCBFX FID CORPORATE BOND
Intermediate-Term Bond FXNAX SPTN US BOND IDX INV
SHORT GOVERNMENT STABLEVALUE UC ICC FUND
Intermediate-Term Bond VBTLX UC BOND FUND
Intermediate Government FIBIX SPTN LT TR IDX INV
Intermediate Government FIBIX SPTN INT TR IDX INV
Inflation-Protected Bond FINPX FID INFLAT PROT BOND
SHORT GOVERNMENT FSBIX SPTN ST TR IDX INV
ULTRASHORT BOND FUSFX FID ULTRASHORT BOND
Muni National Interm FCONX FID CONSV INC BD
COMMODITIES
COMMODITIES BROAD BASKET FFGCX FID GLB COMDTY STK
Total Available Funds: 201
  • 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 DFA EMERGING MKTS I 90% 3 60 0 0.61% 2.85%
DIVERSIFIED EMERGING MKTS FEMKX FID EMERGING MKTS 82% 3 60 0 0.9% 0.06%
China Region FHKCX FID CHINA REGION 63% 3 60 0 1.53% 2.29%
Latin America Stock FLATX FID LATIN AMERICA 57% 3 60 0 0.86% 6.89%
DIVERSIFIED EMERGING MKTS FEMEX FID EMEA 0% 3 60 0 1.31% 6.42%
DIVERSIFIED EMERGING MKTS FPMAX SPTN EM MKTS IDX ADV 0% 3 60 0 0.22% 1.87%
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020 98% 3 60 0 0.58% 8.24%
Target Date 2011-2015 FFVFX FID FREEDOM 2015 98% 3 60 0 0.54% 6.93%
Retirement Income FFFAX FID FREEDOM INCOME 98% 3 60 0 0.42% 3.21%
Consumer Staples FDFAX FID SEL CONS STAPLES 97% 3 60 0 1.01% 2.98%
Financial FSPCX FID SEL CONS DISCR 97% 3 60 0 0.81% 4.36%
Financial FSPCX FID SEL INSURANCE 97% 3 60 0 0.81% 4.36%
Industrials FSRFX FID SEL TRANSPORT 96% 3 60 0 0.76% 9.72%
Natural Resources FNARX FID SEL NATURAL RES 96% 3 60 0 0.77% 2.59%
Target Date 2026-2030 FFFEX FID FREEDOM 2030 95% 3 60 0 0.66% 6.91%
Target Date 2036-2040 FFFFX FID FREEDOM 2040 95% 3 60 0 0.64% 7.66%
Target Date 2021-2025 FFTWX FID FREEDOM 2025 95% 3 60 0 0.34% 7.58%
Conservative Allocation FTANX FID ASSET MGR 30% 95% 3 60 0 0.83% 3.04%
Target Date 2031-2035 FFTHX FID FREEDOM 2035 95% 3 60 0 0.7% 6.84%
Conservative Allocation FASIX FID ASSET MGR 20% 95% 3 60 0 0.83% 3.27%
Conservative Allocation FSRRX FID STRAT REAL RET 94% 3 60 0 0.95% 4.62%
Target Date 2050+ FFFHX FID FREEDOM 2050 94% 3 60 0 0.75% 6.58%
Target Date 2000-2010 FFFCX FID FREEDOM 2010 92% 3 60 0 0.49% 5.01%
Target Date 2041-2045 FFFGX FID FREEDOM 2045 91% 3 60 0 0.75% 7.18%
Target Date 2000-2010 FFFVX FID FREEDOM 2005 87% 3 60 0 0.42% 3.49%
Aggressive Allocation FAMRX FID ASSET MGR 85% 85% 3 60 0 1.23% 6.09%
Moderate Allocation FPURX FID PURITAN 81% 3 60 0 0.5% 7.21%
Moderate Allocation FBALX UC BALANCED GROWTH 79% 3 60 0 0.5% 6.11%
Moderate Allocation FBALX FID BALANCED 79% 3 60 0 0.5% 6.11%
EQUITY PRECIOUS METALS FSAGX FID SEL GOLD 78% 3 60 0 0.77% 7.97%
Health FSMEX FID SEL MED EQ & SYS 78% 3 60 0 0.84% 16.09%
Utilities FSUTX FID SEL UTILITIES 78% 3 60 0 0.74% 5.51%
Health FBIOX FID SEL BIOTECH 77% 3 60 0 0.72% 9.16%
Technology FSCSX FID SEL SOFTWARE 77% 3 60 0 0.69% 17.11%
Industrials FSDAX FID SEL DEFENSE 76% 3 60 0 0.75% 2.69%
Convertibles FCVSX FID CONVERTIBLE SEC 76% 3 60 0 1.04% 11.6%
Equity Energy FSENX FID SEL ENERGY 76% 3 60 0 0.83% 2.4%
MISCELLANEOUS SECTOR FSCHX FID SEL CHEMICALS 76% 3 60 0 0.75% 3.16%
MISCELLANEOUS SECTOR FBSOX FID SEL IT SERVICES 76% 3 60 0 0.73% 13.41%
Utilities FIUIX FID TELECOM & UTIL 75% 3 60 0 0.73% 9.19%
Moderate Allocation FASMX FID ASSET MGR 50% 75% 3 60 0 0.92% 7.49%
Natural Resources FSDPX FID SEL MATERIALS 75% 3 60 0 0.76% 5.71%
Health FPHAX FID SEL PHARMACEUTCL 75% 3 60 0 0.76% 7.07%
Communications FWRLX FID SEL WIRELESS 75% 3 60 0 0.79% 7.03%
Technology FDCPX FID SEL COMPUTERS 75% 3 60 0 0.73% 13.18%
Communications FSTCX FID SEL TELECOMM 75% 3 60 0 1.13% 3.05%
Moderate Allocation FASGX FID ASSET MGR 70% 75% 3 60 0 0.97% 7.77%
Health FSHCX FID SEL MEDICAL DEL 74% 3 60 0 0.73% 0.78%
Equity Energy FSESX FID SEL ENERGY SVCS 74% 3 60 0 0.91% 3.18%
Industrials FCYIX FID SEL INDUSTRIALS 74% 3 60 0 0.76% 5.86%
Equity Energy FSNGX FID SEL NATURAL GAS 74% 3 60 0 0.92% 3.25%
Health FSPHX FID SEL HEALTHCARE 74% 3 60 0 0.69% 20.68%
MISCELLANEOUS SECTOR FSLEX FID SEL ENV ALT ENGY 74% 3 60 0 0.79% 2.08%
Technology FSPTX FID SEL TECHNOLOGY 74% 3 60 0 0.7% 12.47%
Industrials FSAIX FID SEL AIR TRANSPRT 73% 3 60 0 0.85% 19.53%
MISCELLANEOUS SECTOR FSHOX FID SEL CONSTR/HOUSE 72% 3 60 0 0.77% 6.46%
Financial FSLBX FID SEL BROKERAGE 72% 3 60 0 0.75% 2.04%
MISCELLANEOUS SECTOR FSAVX FID SEL AUTOMOTIVE 71% 3 60 0 0.89% 13.86%
Communications FSDCX FID SEL COMM EQUIP 71% 3 60 0 0.87% 12.72%
Communications FBMPX FID SEL MULTIMEDIA 71% 3 60 0 1.07% 15.28%
Conservative Allocation FFANX FID ASSET MGR 40% 71% 3 60 0 0.57% 3.73%
Technology FSELX FID SEL ELECTRONICS 71% 3 60 0 0.69% 20.9%
Financial FSRBX FID SEL BANKING 70% 3 60 0 0.75% 11.33%
Financial FIDSX FID SEL FINANCIAL 70% 3 60 0 0.75% 7.3%
Financial FSVLX FID SEL CONSUMER FIN 69% 3 60 0 0.87% 0%
Moderate Allocation FSANX FID ASSET MGR 60% 68% 3 60 0 1.24% 6.2%
Industrials FSCGX FID SEL INDUST EQUIP 32% 3 60 0 0.84% 20.11%
Moderate Allocation CSIFX CALVERT BALANCED A 31% 3 60 0 1.67% 5.03%
ROOT unknow BROKERAGELINK 0% 3 60 0 NA NA
Moderate Allocation CFUNX UC PATHWAY INCOME 0% 3 60 0 NA 24.37%
ROOT unknow UC PATHWAY 2020 0% 3 60 0 NA NA
ROOT unknow UC PATHWAY 2030 0% 3 60 0 NA NA
ROOT unknow UC PATHWAY 2040 0% 3 60 0 NA NA
ROOT unknow UC PATHWAY 2050 0% 3 60 0 NA NA
ROOT unknow UC PATHWAY 2015 0% 3 60 0 NA NA
ROOT unknow UC PATHWAY 2025 0% 3 60 0 NA NA
ROOT unknow UC PATHWAY 2035 0% 3 60 0 NA NA
ROOT unknow UC PATHWAY 2045 0% 3 60 0 NA NA
ROOT unknow UC PATHWAY 2055 0% 3 60 0 NA NA
ROOT unknow UC PATHWAY 2060 0% 3 60 0 NA NA
ROOT unknow UC DOM EQ INDEX 0% 3 60 0 NA NA
ROOT unknow UC INTL EQ INDEX 0% 3 60 0 NA NA
ROOT CASH DREY TR PRIME CASH I 0% 3 60 0 NA 2.53%
Target Date 2000-2010 FFFBX FID FREEDOM 2000 0% 3 60 0 0.44% 6.09%
World Allocation FGBLX FID GLOBAL BALANCED 0% 3 60 0 1.06% 23.93%
Moderate Allocation FDYSX FID GLOBAL STRAT 0% 3 60 0 1.08% 15.89%
Moderate Allocation FGHNX FID GLB HIGH INCOME 0% 3 60 0 0.9% 6%
ROOT CASH CALVERT MONEY MKT A 0% 3 60 0 NA 2.53%
ROOT CASH FID US GOVT RES 0% 3 60 0 NA 2.53%
ROOT CASH FID CASH RESRVE 0% 3 60 0 NA 2.53%
ROOT CASH FID SEL MONEY MARKET 0% 3 60 0 NA 2.53%
ROOT CASH FID US TREA MM 0% 3 60 0 NA 2.53%
ROOT CASH FID MONEY MARKET 0% 3 60 0 NA 2.53%
ROOT CASH FID GOVT MMKT 0% 3 60 0 NA 2.53%
ROOT CASH FID RETIRE MMKT 0% 3 60 0 NA 2.53%
ROOT CASH FID RET GOVT MM 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FID PACIFIC BASIN 100% 3 60 0 1.12% 9.37%
WORLD STOCK FWWFX FID WORLDWIDE 99% 3 60 0 0.95% 12.23%
Foreign Large Blend FDIVX FID DIVERSIFD INTL 98% 3 60 0 0.65% 10.71%
Foreign Large Blend FIGRX FID INTL DISCOVERY 90% 3 60 0 0.99% 7.21%
Foreign Large Blend FOSFX FID OVERSEAS 88% 3 60 0 0.95% 4.78%
JAPAN STOCK FJPNX FID JAPAN 86% 3 60 0 1.13% 10.64%
Foreign Large Blend FSIIX SPTN INTL INDEX INV 86% 3 60 0 0.17% 3.03%
FOREIGN SMALL/MID GROWTH FISMX FID INTL SMALL CAP 82% 3 60 0 1.43% 3.75%
PACIFIC/ASIA EX-JAPAN STK FSEAX FID EMERGING ASIA 78% 3 60 0 1.18% 0.27%
Foreign Large Growth FIVFX FID INTL CAP APPREC 76% 3 60 0 0.8% 14.32%
FOREIGN SMALL/MID GROWTH FSCOX FID INTL SM CAP OPP 76% 3 60 0 1.3% 11.74%
Foreign Large Growth FIGFX FID INTL GROWTH 72% 3 60 0 0.89% 3.57%
Foreign Large Blend FTIEX FID TOTAL INTL EQ 71% 3 60 0 1.55% 1.4%
Foreign Large Value FIVLX FID INTL VALUE 65% 3 60 0 1.55% 2.63%
EUROPE STOCK FIEUX FID EUROPE 61% 3 60 0 0.76% 2.44%
JAPAN STOCK FJSCX FID JAPAN SMALL CO 59% 3 60 0 0.91% 16.85%
Foreign Large Blend FICDX FID CANADA 52% 3 60 0 0.86% 6.02%
EUROPE STOCK FNORX FID NORDIC 50% 3 60 0 0.94% 8.6%
Foreign Large Value CWVGX CALVERT INTL EQ A 34% 3 60 0 1.89% 5.82%
Foreign Large Blend FIENX FID INTL ENH INDEX 0% 3 60 0 0.63% 5.66%
Foreign Large Blend FSGDX SPTN GLB XUS IDX ADV 0% 3 60 0 0.18% 2.29%
EUROPE STOCK FECAX FID EUROPE CAP APP 0% 3 60 0 1.02% 1.85%
US EQUITY
LARGE BLEND FFIDX FID FIDELITY FUND 100% 3 60 0 0.46% 1.39%
LARGE BLEND FDGFX FID DIVIDEND GR 99% 3 60 0 0.77% 10.1%
SMALL BLEND NAESX VANG SM CAP IDX INST 99% 3 60 0 0.03% 1.39%
MID-CAP VALUE FDVLX FID VALUE 99% 3 60 0 0.76% 10.6%
LARGE VALUE FEQIX FID EQUITY INC 98% 3 60 0 0.57% 5.43%
LARGE VALUE FEQIX FID EQ DIV INCOME 98% 3 60 0 0.57% 5.43%
LARGE BLEND VFINX UC EQUITY FUND 97% 3 60 0 0.14% 1.19%
LARGE GROWTH FLCSX FID LARGE CAP STOCK 96% 3 60 0 0.76% 7.32%
LARGE BLEND FDEQX FID DISCIPLND EQTY 96% 3 60 0 0.37% 8.63%
LARGE BLEND FGRIX FID GROWTH & INC 95% 3 60 0 0.58% 10.3%
LARGE BLEND FSTMX SPTN TOT MKT IDX INV 93% 3 60 0 0.09% 1.18%
SMALL VALUE FCPVX FID SMALL CAP VALUE 91% 3 60 0 1.5% 10.51%
SMALL BLEND FSCRX FID SM CAP DISCOVERY 90% 3 60 0 1.07% 14.69%
LARGE GROWTH FDSVX FID GROWTH DISC 89% 3 60 0 0.68% 1.79%
LARGE GROWTH FTQGX FID FOCUSED STOCK 88% 3 60 0 0.47% 13.59%
Small Growth FCPGX FID SMALL CAP GROWTH 87% 3 60 0 1.32% 7.12%
LARGE BLEND FFNOX FID FOUR IN ONE IDX 87% 3 60 0 0.11% 2.45%
MID-CAP BLEND FLVCX FID LEVERGD CO STK 85% 3 60 0 0.74% 5.36%
LARGE GROWTH FNCMX FID NASDAQ COMP INDX 84% 3 60 0 0.29% 0.62%
SMALL BLEND FSLCX FID SMALL CAP STOCK 82% 3 60 0 0.67% 14.95%
LARGE BLEND FUSEX SPTN 500 INDEX INV 79% 3 60 0 0.09% 1.32%
Mid-Cap Growth FMCSX FID MID CAP STOCK 77% 3 60 0 0.75% 2.03%
MID-CAP VALUE FSMVX FID MID CAP VALUE 76% 3 60 0 1.08% 8.46%
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV 76% 3 60 0 0.1% 1.43%
MID-CAP BLEND FSLSX FID VALUE STRAT 74% 3 60 0 1.15% 8.86%
LARGE VALUE FSLVX FID STKSEL LGCAP VAL 73% 3 60 0 1.94% 10.21%
LARGE BLEND FSDIX FID STRAT DIV & INC 73% 3 60 0 0.68% 7.73%
Mid-Cap Growth FDEGX FID GROWTH STRAT 72% 3 60 0 0.72% 9.41%
Small Growth FDSCX FID STK SEL SM CAP 70% 3 60 0 1.46% 0.87%
LARGE GROWTH VFTNX VANG FTSE SOC IDX IS 70% 3 60 0 0.14% 1.09%
LARGE VALUE FBCVX FID BLUE CHIP VALUE 70% 3 60 0 0.63% 3.21%
LARGE BLEND FGRTX FID MEGA CAP STOCK 70% 3 60 0 0.51% 4.49%
LARGE BLEND FVDFX FID VALUE DISCOV 67% 3 60 0 0.8% 9.23%
Mid-Cap Growth CCAFX CALVERT CAP ACC A 34% 3 60 0 1.18% 0.15%
SMALL BLEND CCVAX CALVERT SMALL CAP A 31% 3 60 0 1.19% 12.02%
LARGE GROWTH FFTYX FID FIFTY 20% 3 60 0 1.65% 80.06%
MID-CAP BLEND FLPSX FID LOW PRICED STK 1% 3 60 0 0.92% 13.05%
LARGE GROWTH FLGEX FID LC GRO ENH INDX 0% 3 60 0 0.39% 1.33%
LARGE BLEND CMIFX CALV ENHANCED EQ A 0% 3 60 0 0.44% 19.93%
LARGE GROWTH FEXPX FID EXPORT 0% 3 60 0 0.74% 0.48%
LARGE GROWTH FSLGX FID LARGE CAP GROWTH 0% 3 60 0 0.88% 0.77%
LARGE BLEND FLCEX FID LC CORE ENH INDX 0% 3 60 0 0.39% 2.34%
LARGE BLEND FOTTX FID 130/30 LG CAP 0% 3 60 0 1.3% 0.85%
LARGE VALUE FLVEX FID LC VAL ENH INDX 0% 3 60 0 0.39% 7.33%
Mid-Cap Growth FSMGX FID MID CAP GROWTH 0% 3 60 0 0.79% 0%
MID-CAP BLEND FMEIX FID MID CAP ENH INDX 0% 3 60 0 0.45% 4.2%
MID-CAP BLEND FSCKX SPTN MID CAP IDX ADV 0% 3 60 0 0.14% 2.71%
SMALL BLEND FCPEX FID SM CAP ENH INDX 0% 3 60 0 0.55% 1.76%
SMALL BLEND FSSVX SPTN SM CAP IDX ADV 0% 3 60 0 0.24% 3.31%
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS 96% 3 60 0 0.72% 4.44%
REAL ESTATE FRIFX FID REAL ESTATE INC 88% 3 60 0 0.71% 4.71%
Global Real Estate FIREX FID INTL REAL ESTATE 84% 3 60 0 1.2% 3.12%
REAL ESTATE VGSNX VANG REIT IDX INST 79% 3 60 0 0.12% 3.93%
REAL ESTATE FSRVX SPTN REAL ES IDX ADV 0% 3 60 0 0.12% 3.34%
FIXED INCOME
Short-Term Bond FSHBX FID SHORT TERM BOND 100% 3 60 0 0.5% 4.18%
Short-Term Bond VBISX UC SAVINGS FUND 100% 3 60 0 0.07% 3.87%
Inflation-Protected Bond VIPSX UC TIPS FUND 98% 3 60 0 0.07% 4.41%
Intermediate Government FSTGX FID INTM GOVT INCOME 97% 3 60 0 0.45% 3.14%
High Yield Bond SPHIX FID HIGH INCOME 91% 3 60 0 1.16% 6.67%
High Yield Bond FAGIX FID CAPITAL & INCOME 91% 3 60 0 0.93% 5.04%
Intermediate Government FGOVX FIDELITY GOVT INCOME 91% 3 60 0 0.76% 3.5%
Emerging Markets Bond FNMIX FID NEW MARKETS INC 89% 3 60 0 0.82% 5.39%
High Yield Bond FHIFX FID FOCUSED HIGH INC 88% 3 60 0 0.75% 5.84%
Intermediate Government FGMNX FID GNMA 87% 3 60 0 0.45% 3.72%
SHORT GOVERNMENT FFXSX FID INST SH INT GOVT 87% 3 60 0 0.3% 3.36%
Intermediate-Term Bond FTBFX FID TOTAL BOND 81% 3 60 0 0.5% 4.43%
Intermediate-Term Bond FTHRX FID INTERMED BOND 78% 3 60 0 0.45% 3.7%
Intermediate-Term Bond FMSFX FID MORTGAGE SEC 78% 3 60 0 0.45% 4.06%
Intermediate-Term Bond FBNDX FID INVST GR BD 76% 3 60 0 0.76% 3.93%
Multisector Bond FSICX FID STRATEGIC INCOME 74% 3 60 0 0.7% 3.83%
Bank Loan FFRAX FID FLOAT RT HI INC 73% 3 60 0 0.97% 6.26%
Intermediate-Term Bond CSIBX CALVERT BOND A 47% 3 60 0 1.53% 4.38%
Intermediate-Term Bond FCBFX FID CORPORATE BOND 33% 3 60 0 0.81% 4.3%
Intermediate-Term Bond FXNAX SPTN US BOND IDX INV 31% 3 60 0 0.03% 3.76%
SHORT GOVERNMENT STABLEVALUE UC ICC FUND 16% 3 60 0 NA 20.17%
Intermediate-Term Bond VBTLX UC BOND FUND 0% 3 60 0 0.15% 4%
Intermediate Government FIBIX SPTN LT TR IDX INV 0% 3 60 0 0.17% 2.04%
Intermediate Government FIBIX SPTN INT TR IDX INV 0% 3 60 0 0.17% 2.04%
Inflation-Protected Bond FINPX FID INFLAT PROT BOND 0% 3 60 0 0.45% 5.42%
SHORT GOVERNMENT FSBIX SPTN ST TR IDX INV 0% 3 60 0 0.2% 1.46%
ULTRASHORT BOND FUSFX FID ULTRASHORT BOND 0% 3 60 0 0.45% 0.16%
Muni National Interm FCONX FID CONSV INC BD 0% 3 60 0 0.35% 2.25%
COMMODITIES
COMMODITIES BROAD BASKET FFGCX FID GLB COMDTY STK 28% 3 60 0 1.94% 3.02%
Average Expense Ratio: 0.76%
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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*
Click for Portfolio Details or Follow 2.9% -5.3% 2.8% 1.4% 6.8% 5.4%

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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 2.0% -4.7% 5.2% 3.4% 7.1% 8.9%

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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(Ticker:)
The plan consists of 201 funds. It covers 6 major asset classes and 63 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs, Commodity, Emerging Market Equity and Foreign Equity.


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