MyPlanIQ ENTERTAINMENT INDUSTRY 401K PLAN

ENTERTAINMENT INDUSTRY 401K PLAN Investment Model Portfolios

This Plan is unrated.
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ENTERTAINMENT INDUSTRY 401(K) PLAN
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDVAX Fidelity Advisor Series VIII: Fidelity Advisor Diversified International Fund; Class A Shares
Foreign Large Blend FAOBX Fidelity Advisor Series VIII: Fidelity Advisor Overseas Fund; Class B Shares
Others
Equity Energy FANAX Fidelity Advisor Series VII: Fidelity Advisor Energy Fund; Class A Shares
Moderate Allocation FABLX Fidelity Advisor Series I: Fidelity Advisor Balanced Fund; Class A Shares
US EQUITY
LARGE VALUE EQPIX Fidelity Advisor Series I: Fidelity Advisor Equity Income Fund; Institutional Class Shares
LARGE GROWTH FNIAX Fidelity Contrafund: Fidelity Advisor New Insight Fund; Class A Shares
LARGE GROWTH EPGAX Fidelity Advisor Series I: Fidelity Advisor Equity Growth Fund; Class A Shares
FIXED INCOME
Multisector Bond FSTAX Fidelity Advisor Series II: Fidelity Advisor Strategic Income Fund; Class A Shares
Intermediate Government FVIIX Fidelity Income Fund: Fidelity Advisor Government Income Fund; Institutional Class Shares
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDVAX Fidelity Advisor Series VIII: Fidelity Advisor Diversified International Fund; Class A Shares
Foreign Large Blend FAOBX Fidelity Advisor Series VIII: Fidelity Advisor Overseas Fund; Class B Shares
Others
Equity Energy FANAX Fidelity Advisor Series VII: Fidelity Advisor Energy Fund; Class A Shares
Moderate Allocation FABLX Fidelity Advisor Series I: Fidelity Advisor Balanced Fund; Class A Shares
US EQUITY
LARGE VALUE EQPIX Fidelity Advisor Series I: Fidelity Advisor Equity Income Fund; Institutional Class Shares
LARGE GROWTH FNIAX Fidelity Contrafund: Fidelity Advisor New Insight Fund; Class A Shares
LARGE GROWTH EPGAX Fidelity Advisor Series I: Fidelity Advisor Equity Growth Fund; Class A Shares
FIXED INCOME
Multisector Bond FSTAX Fidelity Advisor Series II: Fidelity Advisor Strategic Income Fund; Class A Shares
Intermediate Government FVIIX Fidelity Income Fund: Fidelity Advisor Government Income Fund; Institutional Class Shares
Total Available Funds: 9
  • 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 Blend FDVAX Fidelity Advisor Series VIII: Fidelity Advisor Diversified International Fund; Class A Shares 38% 3 60 0 0.91% 1.51%
Foreign Large Blend FAOBX Fidelity Advisor Series VIII: Fidelity Advisor Overseas Fund; Class B Shares 0% 3 60 0 2.1% 0%
Others
Equity Energy FANAX Fidelity Advisor Series VII: Fidelity Advisor Energy Fund; Class A Shares 76% 3 60 0 1.05% 0.85%
Moderate Allocation FABLX Fidelity Advisor Series I: Fidelity Advisor Balanced Fund; Class A Shares 48% 3 60 0 1.57% 4.7%
US EQUITY
LARGE VALUE EQPIX Fidelity Advisor Series I: Fidelity Advisor Equity Income Fund; Institutional Class Shares 71% 3 60 0 0.65% 1.14%
LARGE GROWTH FNIAX Fidelity Contrafund: Fidelity Advisor New Insight Fund; Class A Shares 48% 3 60 0 0.7% 0.03%
LARGE GROWTH EPGAX Fidelity Advisor Series I: Fidelity Advisor Equity Growth Fund; Class A Shares 31% 3 60 0 0.72% 0%
FIXED INCOME
Multisector Bond FSTAX Fidelity Advisor Series II: Fidelity Advisor Strategic Income Fund; Class A Shares 67% 3 60 0 0.97% 2.01%
Intermediate Government FVIIX Fidelity Income Fund: Fidelity Advisor Government Income Fund; Institutional Class Shares 65% 3 60 0 0.76% 1.9%
Average Expense Ratio: 1.05%
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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*
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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 to Create Model Portfolio

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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
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