MyPlanIQ THE INVESTMENT PARTNERSHIP PLAN

THE INVESTMENT PARTNERSHIP PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International
WORLD STOCK TEDIX Mutual Discovery A
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
US EQUITY
LARGE BLEND NBSRX Neuberger Berman Socially Responsive Trust
MID-CAP VALUE FDVLX Fidelity Value
LARGE GROWTH FCNTX Fidelity Contrafund
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International
WORLD STOCK TEDIX Mutual Discovery A
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Moderate Allocation FBALX Fidelity Balanced
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
US EQUITY
LARGE BLEND NBSRX Neuberger Berman Socially Responsive Trust
MID-CAP VALUE FDVLX Fidelity Value
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FDGRX Fidelity Growth Company
MID-CAP BLEND CRMMX CRM Mid Cap Value Inv
SMALL BLEND FSLCX Fidelity Small Cap Stock
Small Growth FDSCX Fidelity Small Cap Independence
LARGE GROWTH CVGRX Calamos Growth A
SMALL BLEND SMVAX Wells Fargo Advantage Small Cap Value Z
LARGE GROWTH FEXPX Fidelity Export & Multinational
MID-CAP VALUE AACIX American Beacon Large Cap Value PlanAhead
LARGE BLEND ETFFX Fidelity Managed Income Portfolio
Total Available Funds: 29
  • 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
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 1.59%
WORLD STOCK TEDIX Mutual Discovery A 58% 3 60 0 1.45% 1.75%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 2.92%
Moderate Allocation FBALX Fidelity Balanced 80% 3 60 0 0.5% 1.59%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income 91% 3 60 0 0.76% 1.87%
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 4.94%
US EQUITY
LARGE BLEND NBSRX Neuberger Berman Socially Responsive Trust 99% 3 60 0 1.06% 0.22%
MID-CAP VALUE FDVLX Fidelity Value 99% 3 60 0 0.76% 0.99%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 4.95%
MID-CAP BLEND CRMMX CRM Mid Cap Value Inv 86% 3 60 0 1.16% 1.01%
SMALL BLEND FSLCX Fidelity Small Cap Stock 82% 3 60 0 0.67% 0.02%
Small Growth FDSCX Fidelity Small Cap Independence 71% 3 60 0 1.46% 0.22%
LARGE GROWTH CVGRX Calamos Growth A 53% 3 60 0 1.05% 0%
SMALL BLEND SMVAX Wells Fargo Advantage Small Cap Value Z 0% 3 60 0 1.28% 0%
LARGE GROWTH FEXPX Fidelity Export & Multinational 0% 3 60 0 0.74% 1.18%
MID-CAP VALUE AACIX American Beacon Large Cap Value PlanAhead 0% 3 60 0 1.17% 1.01%
LARGE BLEND ETFFX Fidelity Managed Income Portfolio 0% 3 60 0 1.72% 0%
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
Related Retirement Plans
ANALOG DEVICES, INC. THE INVESTMENT PARTNERSHIP PLAN
Model Portfolios

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 plan consists of 29 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

 

 



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.