401k
 
    PORTFOLIO ADVICE
Test Results Summary Fidelity Test Results

Fidelity Portfolio Allocations

Fidelity Available Funds


Fidelity Brokerage Option
Funds
 used in
401k Portfolio Advice
Analyses

 

 

198 Funds

Security Name

Symbol

ABNAMRO Montag & Caldwell Growth-N

MCGFX

ABNAMRO Talon MidCap-N

CHTTX

ABNAMRO Veredus Aggressive Growth-N

VERDX

AlphaAna Value

AVFAX

AmerAAdv International Equity Plan

AAIPX

AmerCent Emgerging Market Investor

TWMIX

AmerCent Ginnie Mae

BGNMX

AmerCent Global Growth Investor

TWGGX

AmerCent International Growth

TWIEX

AmerCent Quant SmallCap Investor/985

ASQIX

AmerCent Small Cap Value Investor

ASVIX

Aquinas Growth

AQEGX

Ariel Appreciation

CAAPX

Ariel Fund

ARGFX

Aristata Equity

AREQX

Artisan International

ARTIX

Artisan MidCap

ARTMX

Artisan SmallCap Value

ARTVX

Babson Enterprise

BABEX

Babson Enterprise II

BAETX

Babson Shadow Stock

SHSTX

Baron Growth

BGRFX

Baron SmallCap

BSCFX

Bender Growth-Y

BEGYX

Berger MidCap Value

BEMVX

Berger SmallCap Value Investor

BSCVX

Bjurman MicroCap Growth

BMCFX

BostonPa INV:Long/Short Equity

BPLEX

BostonPa LargeCap Value Investor

BPLIX

BostonPa MidCap Value Investor

BPMCX

BostonPa SmallCap Value II Investor

BPSCX

Bramwell Growth

BRGRX

Brinson Global Equity-Y

BPGEX

Brinson US SmallCap Growth-Y

BISCX

Buffalo SmallCap

BUFSX

Buffalo USA Global

BUFGX

Citizens Emerging Growth Standard

WAEGX

Citizens Value

MYPVX

Clipper Fund

CFIMX

CohenSte Realty

CSRSX

Columbia Real Estate Equity

CREEX

Columbia SmallCap

CMSCX

Corbin SmallCap Value

CORBX

CreditSu Global Post Venture Capital-Com

WVCCX

CreditSu International Focus-Common

WPMFX

CreditSu Strategic Value-Common

RBEGX

CRM INV:SmallCap Value

CRMSX

Deutsche MidCap Investor

BTCAX

Deutsche SmallCap Investor

BTSCX

Dreyfus Appreciation/141

DGAGX

Dreyfus Emerging Leaders

DRELX

Dreyfus Emerging Markets

DRFMX

Dreyfus Growth & Value:Aggressive Value

DAGVX

Dreyfus Growth & Value:Inter'l Val/254

DIVLX

Dreyfus Invt Grade Bd Short-Term Inc/83

DSTIX

Dreyfus MidCap Index/113

PESPX

Dreyfus New Leaders/85

DNLDX

Dreyfus Small Company Value

DSCVX

Dreyfus SmallCap Stock Index

DISSX

Driehaus Emerging Markets Growth

DREGX

Driehaus International Discovery

DRIDX

Excelsio Real Estate

UMREX

Excelsio Value & Restructuring

UMBIX

Fam Value

FAMVX

FBR SmallCap Value-A

FBRVX

Federatd INST:Income Trust Services/102

FITSX

Federatd Kaufmann-K

KAUFX

Fidelity Aggressive International/335

FIVFX

Fidelity Diversified International/325

FDIVX

Fidelity Dividend Growth/330

FDGFX

Fidelity Export & Multinati/332

FEXPX

Fidelity Fifty/500

FFTYX

Fidelity International Growth Income/305

FIGRX

Fidelity MidCap Stock/337

FMCSX

Fidelity Mortg Securities Initial Cl/40

FMSFX

Fidelity Short-Term Bond/450

FSHBX

Fidelity SmallCap Stock/340

FSLCX

Fidelity US Bond Index/651

FBIDX

Fidelity Value/039

FDVLX

Fidelity Worldwide/318

FWWFX

FirstEag Fund of America-Y

FEAFX

Forum Austin Global Equity

AGEQX

Forward SmallCap Equity

FFSCX

Fountain Special Value

KINGX

Fremont MicroCap

FUSMX

Fremont Real Estate Securities

FREFX

FTI SmallCap Equity

FTSCX

Gabelli Asset

GABAX

Gabelli Mighty Mites

WEMMX

Gabelli SmallCap Growth

GABSX

Gabelli Westwood Equity

WESWX

Gabelli Westwood Realty

WESRX

Harris SmallCap Opportunity-N

HSCAX

Harris SmallCap Value-N

HSVAX

HeartLnd Select Value

HRSVX

HeartLnd Value

HRTVX

Hennessy Cornerstone Growth

HFCGX

ICM Isabell SmallCap Investors

IZZYX

Invesco INST:Midcap Growth

PRMIX

Invesco Leisure Investor

FLISX

Janus Olympus

JAOLX

Janus Overseas

JAOSX

Janus Special Situation

JASSX

Janus Worldwide

JAWWX

Jensen Fund

JENSX

Julius International Equity-A

BJBIX

Kobren Delphi Value Retail

KDVRX

Loomis SmallCap Value

LSCRX

Managers Emerging Markets

MEMEX

Managers Intermed Duration Government

MGIDX

Managers International Equity

MGITX

Managers Special Equity

MGSEX

Marshall MidCap Growth Investors

MRMSX

Merger Fund

MERFX

MetroWes Low Duration Bond-M

MWLDX

MetroWes Total Return Bond

MWTRX

Montgmry Emerging Markets Focus-R

MNEFX

Montgmry Short Duration Gov Bond-R

MNSGX

Navellie Aggressive Growth

NPFGX

Navellie Aggressive MicroCap

NPMCX

Navellie MidCap Growth

NPMDX

Navellie SmallCap Value

NPSVX

Needham Growth

NEEGX

NeuBerm Fasciano Fund

NBFSX

NeuBerm Genesis Trust

NBGEX

Northern Select Equity/604

NOEQX

Oak Value

OAKVX

Oakmark Fund-I

OAKMX

Oakmark International SmallCap-I

OAKEX

Oakmark International-I

OAKIX

Oakmark Select-I

OAKLX

PBHG Clipper Focus

PBFOX

PBHG Disciplined Equity

PBDEX

PBHG Focused Value

PBFVX

PBHG LargeCap 20

PLCPX

PBHG LargeCap Growth/534

PBHLX

PBHG LargeCap Value

PLCVX

PBHG MidCap Value

PBMCX

PBHG New Opportunities

PBNOX

PBHG New Perspective

PBNPX

PBHG REIT

PBRTX

PBHG SmallCap Value

PBSVX

PBHG Strategic Small Compan

PSSCX

PIMCO Total Return Mortgage-D

PTMDX

PIMCO Total Return-D

PTTDX

Rainier Core Equity

RIMEX

Reserve Informed Investor Growth-R

RIGAX

Reserve Private SmallCap Growth

REGAX

Rockland INST:SmallCap Growth

RKGRX

Royce Low Priced Stock

RYLPX

Royce Premier

RYPRX

Royce Total Return-Investment

RYTRX

RSInvest Diversified Growth

RSDGX

RSInvest SmallCap Growth

RSSGX

Scudder Global Discovery

SGSCX

Scudder Global-S

SCOBX

Scudder Latin America

SLAFX

Scudder Small Company Value-S

SCSUX

SecCaptl US Real Estate

SUSIX

Sit SmallCap Growth

SSMGX

Sit US Government Securities

SNGVX

Skyline Special Equity

SKSEX

SoundShr Fund

SSHFX

SSgA Tuckerman Active REIT

SSREX

SSgA Yield Plus

SSYPX

SteinRoe Intermediate-Term Bond

SRBFX

Strong ADV:Common Stock-Z/32

STCSX

Strong ADV:SmallCap Value-Z/69

SSMVX

Strong American Dividend Income/38

SDVIX

Strong Enterprise Investor/76

SENTX

Strong Government Securities Inv/25

STVSX

Strong MidCap Disciplined Investor/77

SMCDX

Strong Opportunity Investor/24

SOPFX

Strong Ultra Short-Term Income-Inv/31

STADX

Strong Value Investor/55

STVAX

ThirdAve Real Estate Value

TAREX

ThirdAve SmallCap Value

TASCX

ThirdAve Value

TAVFX

ThomasWh International

TWWDX

Turner MicroCap Growth

TMCGX

Turner SmallCap Value

TCSVX

UAM Independence Smallcap Value

DSISX

UAM INST:FMA Small Co

FMACX

UAM INST:McKee International Equi-I

MKIEX

UAM INST:RH James SmalCap

RHJSX

UAM Rice Hall James SmallCap MidCap

RHJMX

USGlobal Bonnell Growth

ACBGX

ValuLine Special Situations

VALSX

Wasatch Core Growth

WGROX

Wasatch Small Cap Value

WMCVX

Wasatch SmallCap Growth

WAAEX

Wasatch Ultra Growth

WAMCX

Weitz Partners Value

WPVLX

Weitz Value

WVALX

Westcore MidCap Oppportunity

WTMCX

Whitehal Growth

WHGFX

WmBlair International Growth-N

WBIGX

Womens Women's Equity

FEMMX

Test Results Summary Fidelity Test Results

Fidelity Portfolio Allocations

Fidelity Available Funds

Copyright © 2002 - 2006  Zin Investment Services. All rights reserved.