MyPlanIQ 401k Investor ATTACHMATE 401 K PLAN

ATTACHMATE 401 K PLAN Investment Model Portfolios

This Plan is unrated.
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ATTACHMATE 401 K PLAN
Investment Options
Total Available Funds: 37
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets K
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Stock Fund
Foreign Large Blend DODFX DODGE & COX INTL STK
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Z Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 K Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 K Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 K Fund
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO Real Return Fund
Intermediate-Term Bond PTTCX PIMCO Total Return Fund
Intermediate-Term Bond FBIDX Fidelity US Bond Index
Total Available Funds: 37
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets K
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Stock Fund
Foreign Large Blend DODFX DODGE & COX INTL STK
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Z Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index
Foreign Large Blend FDIKX Fidelity Diversified International K
Foreign Large Blend APHIX ARTISAN INTL INST
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 K Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 K Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 K Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 K Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 K Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 K Fund
Target Date 2046-2050 FFFHX Fidelity Freedom 2050 K Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 K Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 K Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 K Fund
Moderate Allocation FPUKX Fidelity Puritan K
ROOT CASH Fidelity Retirement Money Market Portfolio
Retirement Income FFKAX Fidelity Freedom K Income
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO Real Return Fund
Intermediate-Term Bond PTTCX PIMCO Total Return Fund
Intermediate-Term Bond FBIDX Fidelity US Bond Index
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index
LARGE BLEND FSTMX Fidelity Spartan Total Market Index
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Fund
LARGE GROWTH VIGIX VANG GRTH INDEX INST
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z
SMALL BLEND VSCIX VANG SM CAP IDX INST
LARGE GROWTH VFTNX Vanguard FTSE Social Index
SMALL BLEND ARSIX Aston River Road Small Cap Value Fund
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
LARGE GROWTH AGTHX American Funds Growth Fund of America
Mid-Cap Growth BARAX Baron Asset Fund
LARGE BLEND FSKAX SPTN TOT MKT IDX FAI
SMALL BLEND VSISX VANG SM CAP IDX SIG
SMALL BLEND VSISX VANG SM CAP IDX SIG
Total Available Funds: 37
  • 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 FKEMX Fidelity Emerging Markets K 74% 1 60 0 0.9% 0.72%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Stock Fund 99% 1 60 0 0.52% 2.13%
Foreign Large Blend DODFX DODGE & COX INTL STK 99% 1 60 0 0.52% 2.13%
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Z Fund 99% 1 60 0 1.48% 1.22%
Foreign Large Blend FSIIX Fidelity Spartan International Index 86% 1 60 0 0.17% 2.81%
Foreign Large Blend FDIKX Fidelity Diversified International K 72% 1 60 0 0.99% 3.68%
Foreign Large Blend APHIX ARTISAN INTL INST 10% 1 60 0 0.97% 0.97%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 K Fund 98% 1 60 0 0.58% 5.57%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 K Fund 98% 1 60 0 0.54% 4.75%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 K Fund 95% 1 60 0 0.66% 4.62%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 K Fund 95% 1 60 0 0.64% 4.85%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 K Fund 95% 1 60 0 0.34% 5.08%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 K Fund 95% 1 60 0 0.7% 4.51%
Target Date 2046-2050 FFFHX Fidelity Freedom 2050 K Fund 94% 1 60 0 0.75% 4.1%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 K Fund 92% 1 60 0 0.49% 3.79%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 K Fund 91% 1 60 0 0.75% 4.23%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 K Fund 87% 1 60 0 0.42% 3.49%
Moderate Allocation FPUKX Fidelity Puritan K 68% 1 60 0 0.5% 1.29%
ROOT CASH Fidelity Retirement Money Market Portfolio 0% 1 60 0 NA 2.6%
Retirement Income FFKAX Fidelity Freedom K Income 0% 1 60 0 0.39% 3.89%
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO Real Return Fund 80% 1 60 0 1.37% 2.81%
Intermediate-Term Bond PTTCX PIMCO Total Return Fund 64% 1 60 0 0.8% 3.25%
Intermediate-Term Bond FBIDX Fidelity US Bond Index 0% 1 60 0 0.13% 2.17%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index 99% 1 60 0 0.03% 1.35%
LARGE BLEND FSTMX Fidelity Spartan Total Market Index 93% 1 60 0 0.09% 1.22%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Fund 93% 1 60 0 1.18% 7.18%
LARGE GROWTH VIGIX VANG GRTH INDEX INST 83% 1 60 0 0.04% 0.39%
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z 81% 1 60 0 0.2% 1.23%
SMALL BLEND VSCIX VANG SM CAP IDX INST 80% 1 60 0 0.05% 1.14%
LARGE GROWTH VFTNX Vanguard FTSE Social Index 70% 1 60 0 0.14% 1.09%
SMALL BLEND ARSIX Aston River Road Small Cap Value Fund 61% 1 60 0 1.01% 0.47%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K 61% 1 60 0 0.82% 13.93%
LARGE GROWTH AGTHX American Funds Growth Fund of America 41% 1 60 0 0.3% 8.88%
Mid-Cap Growth BARAX Baron Asset Fund 35% 1 60 0 1.33% 17.39%
LARGE BLEND FSKAX SPTN TOT MKT IDX FAI 4% 1 60 0 0.01% 1.15%
SMALL BLEND VSISX VANG SM CAP IDX SIG 0% 1 60 0 0.16% 1.34%
SMALL BLEND VSISX VANG SM CAP IDX SIG 0% 1 60 0 0.16% 1.34%
Average Expense Ratio: 0.57%
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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 0.5% 4.5% -0.8% 6.2% 4.6% 7.1%

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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*
Click for Portfolio Details or Follow 0.3% 9.2% 1.0% 4.8% 5.1% 6.0%

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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 for Portfolio Details or Follow 0.9% 7.0% -0.1% 3.4% 2.7% 4.8%

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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
The plan consists of 38 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and Emerging Market Equity.


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