MyPlanIQ 401k Investor Facebook 401k

Facebook 401k

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX INVS REAL ESTATE IS
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX JANUS OVERSEAS T
Foreign Large Value TRIGX TRP INTL GRTH & INC
Others
Target Date 2036-2040 FAFFX FA FREEDOM 2040 A
Target Date 2041-2045 FFFIX FA FREEDOM 2045 I
Target Date 2031-2035 FITHX FA FREEDOM 2035 I
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
US EQUITY
LARGE GROWTH FINSX FA NEW INSIGHTS I
MID-CAP VALUE CMVIX BLKRK MIDCAP VAL IS
LARGE VALUE MADVX BLKRK EQUITY DIV I
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX INVS REAL ESTATE IS
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX JANUS OVERSEAS T
Foreign Large Value TRIGX TRP INTL GRTH & INC
Others
Target Date 2036-2040 FAFFX FA FREEDOM 2040 A
Target Date 2041-2045 FFFIX FA FREEDOM 2045 I
Target Date 2031-2035 FITHX FA FREEDOM 2035 I
Target Date 2046-2050 FFFPX FA FREEDOM 2050 I
Target Date 2031-2035 FATHX FA FREEDOM 2035 A
Target Date 2041-2045 FFFZX FA FREEDOM 2045 A
Target Date 2021-2025 FATWX FA FREEDOM 2025 A
Target Date 2046-2050 FFFLX FA FREEDOM 2050 A
Target Date 2026-2030 FAFEX FA FREEDOM 2030 A
Target Date 2011-2015 FFVAX FA FREEDOM 2015 A
Target Date 2000-2010 FACFX FA FREEDOM 2010 A
Target Date 2016-2020 FDAFX FA FREEDOM 2020 A
Retirement Income FIAFX FA FREEDOM INC I
Target Date 2000-2010 FFAVX FA FREEDOM 2005 A
Retirement Income FAFAX FA FREEDOM INCOME A
ROOT CASH FIDELITY PRIME FUND
ROOT CASH FID RETIRE MMKT
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
US EQUITY
LARGE GROWTH FINSX FA NEW INSIGHTS I
MID-CAP VALUE CMVIX BLKRK MIDCAP VAL IS
LARGE VALUE MADVX BLKRK EQUITY DIV I
Small Growth OGGFX JPM SM CAP GRTH SEL
Mid-Cap Growth ACRNX COLUMBIA ACORN Z
MID-CAP BLEND FSEVX FSESPTN EXT MKT IDX ADV
LARGE BLEND FUSVX SPTN 500 INDEX ADV
Total Available Funds: 28
  • 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
REAL ESTATE
REAL ESTATE IARIX INVS REAL ESTATE IS 22% 1 60 0 1.24% 2.47%
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX JANUS OVERSEAS T 97% 1 60 0 2.06% 2.7%
Foreign Large Value TRIGX TRP INTL GRTH & INC 80% 1 60 0 0% 2.64%
Others
Target Date 2036-2040 FAFFX FA FREEDOM 2040 A 69% 1 60 0 1.75% 1.52%
Target Date 2041-2045 FFFIX FA FREEDOM 2045 I 68% 1 60 0 1.25% 1.93%
Target Date 2031-2035 FITHX FA FREEDOM 2035 I 65% 1 60 0 0.96% 1.9%
Target Date 2046-2050 FFFPX FA FREEDOM 2050 I 61% 1 60 0 1% 1.79%
Target Date 2031-2035 FATHX FA FREEDOM 2035 A 58% 1 60 0 0.96% 1.77%
Target Date 2041-2045 FFFZX FA FREEDOM 2045 A 56% 1 60 0 1.25% 1.8%
Target Date 2021-2025 FATWX FA FREEDOM 2025 A 51% 1 60 0 1.62% 2.94%
Target Date 2046-2050 FFFLX FA FREEDOM 2050 A 51% 1 60 0 1% 1.7%
Target Date 2026-2030 FAFEX FA FREEDOM 2030 A 45% 1 60 0 0.66% 2.05%
Target Date 2011-2015 FFVAX FA FREEDOM 2015 A 30% 1 60 0 1.54% 2.81%
Target Date 2000-2010 FACFX FA FREEDOM 2010 A 23% 1 60 0 0.49% 2.97%
Target Date 2016-2020 FDAFX FA FREEDOM 2020 A 22% 1 60 0 0.51% 2.58%
Retirement Income FIAFX FA FREEDOM INC I 18% 1 60 0 0.47% 2.88%
Target Date 2000-2010 FFAVX FA FREEDOM 2005 A 10% 1 60 0 1.47% 3.15%
Retirement Income FAFAX FA FREEDOM INCOME A 10% 1 60 0 1.47% 2.93%
ROOT CASH FIDELITY PRIME FUND 0% 1 60 0 NA 4.14%
ROOT CASH FID RETIRE MMKT 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 79% 1 60 0 0.83% 3.98%
US EQUITY
LARGE GROWTH FINSX FA NEW INSIGHTS I 83% 1 60 0 0.7% 0.39%
MID-CAP VALUE CMVIX BLKRK MIDCAP VAL IS 72% 1 60 0 0.87% 0.22%
LARGE VALUE MADVX BLKRK EQUITY DIV I 42% 1 60 0 1% 7.21%
Small Growth OGGFX JPM SM CAP GRTH SEL 19% 1 60 0 1.24% 0%
Mid-Cap Growth ACRNX COLUMBIA ACORN Z 14% 1 60 0 1.83% 0%
MID-CAP BLEND FSEVX FSESPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 1.17%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 1 60 0 0.04% 1.84%
Average Expense Ratio: 1.01%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.1% 9.3% 2.7% 6.7% 5.0% 7.9%

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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 for Portfolio Details or Follow -5.2% 4.7% 3.2% 7.8% 8.5%

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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:FB)
The plan consists of 28 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity and Fixed Income.

Facebook is the largest social media company based in Palo Alto, California.



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