MyPlanIQ 401k Investor ARKANSAS PRODUCTS COMPANY 401K PLAN

ARKANSAS PRODUCTS COMPANY 401K PLAN Investment Model Portfolios

This Plan is unrated.
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Investment Options
Total Available Funds: 37
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Portfolio
REAL ESTATE FSRVX Spartan Real Estate Index Fund - Fidelity Advantage Class
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets Fund
DIVERSIFIED EMERGING MKTS FPMAX SPTN EM MKTS IDX ADV
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Total Available Funds: 37
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Portfolio
REAL ESTATE FSRVX Spartan Real Estate Index Fund - Fidelity Advantage Class
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets Fund
DIVERSIFIED EMERGING MKTS FPMAX SPTN EM MKTS IDX ADV
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2046-2050 FFFHX ,Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
Moderate Allocation FBALX Fidelity Balanced Fund
Target Date 2051+ FDEEX Fidelity Freedom 2055 Fund
Money Market-Taxable FRTXX Fidelity Money Market Trust Retirement Money Market Portfolio
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income Fund
Intermediate-Term Bond FTBFX Fidelity Total Bond Fund
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
LONG GOVERNMENT FLBAX Spartan Long-Term Treasury Bond Index Fund - Fidelity Advantage Class
Inflation-Protected Bond FINPX FID INFLAT PROT BOND
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value Fund
LARGE BLEND FDEQX Fidelity Disciplined Equity Fund
SMALL VALUE FCPVX Fidelity Small Cap Value Fund
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock Fund
LARGE GROWTH FDCAX Fidelity Capital Appreciation Fund
SMALL BLEND FDSCX Fidelity Stock Selector Small Cap Fund
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FUSVX Spartan 500 Index Fund - Fidelity Advantage Class
Mid-Cap Growth ACTWX Columbia Acorn Select Fund Class Z
LARGE VALUE ANDAX Allianz NFJ Dividend Value Fund Administrative Class
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
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Portfolio 96% 1 60 0 0.72% 5.9%
REAL ESTATE FSRVX Spartan Real Estate Index Fund - Fidelity Advantage Class 0% 1 60 0 0.12% 3.34%
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets Fund 82% 1 60 0 0.9% 0.62%
DIVERSIFIED EMERGING MKTS FPMAX SPTN EM MKTS IDX ADV 0% 1 60 0 0.22% 1.87%
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund 90% 1 60 0 0.99% 2.76%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 1 60 0 0.07% 2.44%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 1 60 0 0.58% 5.66%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 98% 1 60 0 0.54% 4.82%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 1 60 0 0.42% 3.13%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 1 60 0 0.66% 4.7%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 1 60 0 0.64% 4.96%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 95% 1 60 0 0.34% 5.17%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 95% 1 60 0 0.7% 4.61%
Target Date 2046-2050 FFFHX ,Fidelity Freedom 2050 Fund 94% 1 60 0 0.75% 4.2%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 1 60 0 0.49% 3.84%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 91% 1 60 0 0.75% 4.33%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 87% 1 60 0 0.42% 3.37%
Moderate Allocation FBALX Fidelity Balanced Fund 79% 1 60 0 0.5% 5.68%
Target Date 2051+ FDEEX Fidelity Freedom 2055 Fund 74% 1 60 0 0.65% 4.04%
Money Market-Taxable FRTXX Fidelity Money Market Trust Retirement Money Market Portfolio 0% 1 60 0 NA NA
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0% 1 60 0 0.44% 6.09%
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income Fund 91% 1 60 0 0.93% 5.01%
Intermediate-Term Bond FTBFX Fidelity Total Bond Fund 81% 1 60 0 0.5% 4.51%
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV 0% 1 60 0 0.11% 2.65%
LONG GOVERNMENT FLBAX Spartan Long-Term Treasury Bond Index Fund - Fidelity Advantage Class 0% 1 60 0 0.07% 2.86%
Inflation-Protected Bond FINPX FID INFLAT PROT BOND 0% 1 60 0 0.45% 5.42%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value Fund 99% 1 60 0 0.76% 15.84%
LARGE BLEND FDEQX Fidelity Disciplined Equity Fund 96% 1 60 0 0.37% 8.84%
SMALL VALUE FCPVX Fidelity Small Cap Value Fund 91% 1 60 0 1.5% 6.41%
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock Fund 85% 1 60 0 0.74% 13.66%
LARGE GROWTH FDCAX Fidelity Capital Appreciation Fund 73% 1 60 0 0.83% 16.42%
SMALL BLEND FDSCX Fidelity Stock Selector Small Cap Fund 70% 1 60 0 1.46% 2.84%
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV 0% 1 60 0 0.04% 0%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 4.47%
LARGE BLEND FUSVX Spartan 500 Index Fund - Fidelity Advantage Class 0% 1 60 0 0.04% 2.05%
Mid-Cap Growth ACTWX Columbia Acorn Select Fund Class Z 0% 1 60 0 0.92% 10.01%
LARGE VALUE ANDAX Allianz NFJ Dividend Value Fund Administrative Class 0% 1 60 0 1.72% 13.64%
Average Expense Ratio: 0.59%
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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 -5.7% -9.2% 1.9% 2.0% 6.7% 5.6%

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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 0.9% -7.5% 3.3% 2.8% 7.6% 6.2%

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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 -1.6% 4.3% 1.7% 5.1% 3.2% 6.2%

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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 37 funds. It covers 5 major asset classes and 28 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity, Foreign Equity and REITs.


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