MyPlanIQ 401k Investor Franklin Templeton Profit Sharing 401(k) Plan

Franklin Templeton Profit Sharing 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TDMRX Templeton Developing Markets Trust Mutual Fund
INTERNATIONAL EQUITY
WORLD STOCK MDISX Mutual Discovery Fund Z Mutual Fund
EUROPE STOCK MEURX Mutual European Fund Z Mutual Fund
WORLD STOCK TEMGX Templeton Global Smaller Companies Mutual Fund
Others
Conservative Allocation FISRX Franklin Income Fund Mutual Fund
Moderate Allocation FGTRX Franklin Templeton Growth Target Mutual Fund
Conservative Allocation FTCRX Franklin Templeton Conservative Target Mutual Fund
US EQUITY
LARGE VALUE BEGRX Mutual Beacon Fund Z Mutual Fund
LARGE BLEND SVSPX State Trust Bank S&P 500 Index Common Collective Trust
Mid-Cap Growth FKARX Franklin Growth Fund Mutual Fund
Total Available Funds: 31
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TDMRX Templeton Developing Markets Trust Mutual Fund
INTERNATIONAL EQUITY
WORLD STOCK MDISX Mutual Discovery Fund Z Mutual Fund
EUROPE STOCK MEURX Mutual European Fund Z Mutual Fund
WORLD STOCK TEMGX Templeton Global Smaller Companies Mutual Fund
Foreign Large Value TEFRX Templeton Foreign Fund Mutual Fund
WORLD STOCK TEMWX Templeton World Advisor Mutual Fund
WORLD STOCK TEGRX Templeton Growth Fund Mutual Fund
Others
Conservative Allocation FISRX Franklin Income Fund Mutual Fund
Moderate Allocation FGTRX Franklin Templeton Growth Target Mutual Fund
Conservative Allocation FTCRX Franklin Templeton Conservative Target Mutual Fund
Moderate Allocation FTMRX Franklin Templeton Moderate Target Mutual Fund
ROOT CASH Money market substitute
ROOT CASH Franklin Money Fund Money Market Fund
ROOT CASH Federated Capital Reserves Money Market Fund
US EQUITY
LARGE VALUE BEGRX Mutual Beacon Fund Z Mutual Fund
LARGE BLEND SVSPX State Trust Bank S&P 500 Index Common Collective Trust
Mid-Cap Growth FKARX Franklin Growth Fund Mutual Fund
SMALL VALUE FVFRX Franklin Small Cap Value Fund Mutual Fund
LARGE GROWTH FGSRX Franklin Aggressive Growth Fund Mutual Fund
SMALL VALUE FRMCX Franklin MicroCap Value Fund Mutual Fund
Mid-Cap Growth FSMRX Franklin Small-Mid Cap Growth Fund Mutual Fund
Small Growth FSSRX Franklin Small Cap Growth Fund Mutual Fund
LARGE BLEND FRDRX Franklin Rising Dividends Mutual Fund
LARGE VALUE FLCRX Franklin Large Cap Value Fund Mutual Fund
LARGE GROWTH FRCGX Franklin Flex Cap Growth Fund Mutual Fund
LARGE GROWTH FEACX Franklin Capital Growth Fund Mutual Fund
FIXED INCOME
WORLD BOND TPINX Templeton Global Bond Fund Mutual Fund
Intermediate-Term Bond GSNIX Fiduciary Core Plus Fixed Income Fund Mutual Fund
High Yield Bond FHIRX Franklin AGE High Income Fund Mutual Fund
Intermediate Government FUSRX Franklin US Government Securities Fund Mutual Fund
Intermediate-Term Bond FTRRX Franklin Total Return Fund Mutual Fund
Total Available Funds: 31
  • 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 TDMRX Templeton Developing Markets Trust Mutual Fund 46% 3 60 0 1.63% 1.81%
INTERNATIONAL EQUITY
WORLD STOCK MDISX Mutual Discovery Fund Z Mutual Fund 94% 3 60 0 1.45% 1.91%
EUROPE STOCK MEURX Mutual European Fund Z Mutual Fund 80% 3 60 0 0.95% 3.35%
WORLD STOCK TEMGX Templeton Global Smaller Companies Mutual Fund 63% 3 60 0 1.31% 0.64%
Foreign Large Value TEFRX Templeton Foreign Fund Mutual Fund 55% 3 60 0 0.85% 0.84%
WORLD STOCK TEMWX Templeton World Advisor Mutual Fund 46% 3 60 0 0.81% 0.32%
WORLD STOCK TEGRX Templeton Growth Fund Mutual Fund 38% 3 60 0 0.79% 1.1%
Others
Conservative Allocation FISRX Franklin Income Fund Mutual Fund 82% 3 60 0 0.72% 5.33%
Moderate Allocation FGTRX Franklin Templeton Growth Target Mutual Fund 71% 3 60 0 0.89% 3.37%
Conservative Allocation FTCRX Franklin Templeton Conservative Target Mutual Fund 64% 3 60 0 0.61% 2.28%
Moderate Allocation FTMRX Franklin Templeton Moderate Target Mutual Fund 62% 3 60 0 0.6% 1.76%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
ROOT CASH Franklin Money Fund Money Market Fund 0% 1 60 0 NA 4.14%
ROOT CASH Federated Capital Reserves Money Market Fund 0% 1 60 0 NA 4.14%
US EQUITY
LARGE VALUE BEGRX Mutual Beacon Fund Z Mutual Fund 92% 3 60 0 0.77% 1.91%
LARGE BLEND SVSPX State Trust Bank S&P 500 Index Common Collective Trust 75% 3 60 0 0.16% 8.53%
Mid-Cap Growth FKARX Franklin Growth Fund Mutual Fund 59% 3 60 0 1.15% 0%
SMALL VALUE FVFRX Franklin Small Cap Value Fund Mutual Fund 52% 3 60 0 1.42% 0.14%
LARGE GROWTH FGSRX Franklin Aggressive Growth Fund Mutual Fund 49% 3 60 0 0.46% 0%
SMALL VALUE FRMCX Franklin MicroCap Value Fund Mutual Fund 48% 3 60 0 0.99% 0.29%
Mid-Cap Growth FSMRX Franklin Small-Mid Cap Growth Fund Mutual Fund 40% 3 60 0 0.85% 0%
Small Growth FSSRX Franklin Small Cap Growth Fund Mutual Fund 38% 3 60 0 1.78% 0%
LARGE BLEND FRDRX Franklin Rising Dividends Mutual Fund 26% 3 60 0 0.59% 0.71%
LARGE VALUE FLCRX Franklin Large Cap Value Fund Mutual Fund 0% 3 60 0 1.6% 0.8%
LARGE GROWTH FRCGX Franklin Flex Cap Growth Fund Mutual Fund 0% 3 60 0 1.23% 0%
LARGE GROWTH FEACX Franklin Capital Growth Fund Mutual Fund 0% 3 60 0 NA NA
FIXED INCOME
WORLD BOND TPINX Templeton Global Bond Fund Mutual Fund 74% 3 60 0 0.96% 3.86%
Intermediate-Term Bond GSNIX Fiduciary Core Plus Fixed Income Fund Mutual Fund 71% 3 60 0 0.44% 4.05%
High Yield Bond FHIRX Franklin AGE High Income Fund Mutual Fund 59% 3 60 0 0.88% 5.61%
Intermediate Government FUSRX Franklin US Government Securities Fund Mutual Fund 53% 3 60 0 1.12% 2.69%
Intermediate-Term Bond FTRRX Franklin Total Return Fund Mutual Fund 46% 3 60 0 0.52% 3.08%
Average Expense Ratio: 0.95%
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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 5.3% 12.7% 1.9% 6.0% 4.4% 7.0%

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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:BEN)
The plan consists of 31 funds. It covers 4 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.

Franklin Resources Inc. is a publicly owned investment manager. The firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. Franklin Resources, Inc was founded in 1947 and is based in San Mateo, California.



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