MyPlanIQ F and M MAFCO INC SAVINGS AND INVESTMENT PLAN

F and M MAFCO INC SAVINGS AND INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX AF EUROPAC GRTH R4
Others
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Target Date 2021-2025 FFTWX FID FREEDOM 2025
US EQUITY
LARGE GROWTH RGAEX AF GRTH FUND AMER R4
LARGE BLEND FUSVX SPTN 500 INDEX ADV
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond FTHRX FID INTERMED BOND
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX AF EUROPAC GRTH R4
Others
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Target Date 2046-2050 FFFHX FID FREEDOM 2050
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Target Date 2041-2045 FFFGX FID FREEDOM 2045
Target Date 2000-2010 FFFCX FID FREEDOM 2010
Target Date 2000-2010 FFFVX FID FREEDOM 2005
Moderate Allocation FPURX FID PURITAN
Target Date 2051+ FDEEX FID FREEDOM 2055
Target Date 2000-2010 FFFBX FID FREEDOM 2000
US EQUITY
LARGE GROWTH RGAEX AF GRTH FUND AMER R4
LARGE BLEND FUSVX SPTN 500 INDEX ADV
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond FTHRX FID INTERMED BOND
Total Available Funds: 19
  • 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 REREX AF EUROPAC GRTH R4 58% 3 60 0 0.85% 0.17%
Others
Retirement Income FFFAX FID FREEDOM INCOME 98% 3 60 0 0.44% 6.18%
Target Date 2011-2015 FFVFX FID FREEDOM 2015 96% 3 60 0 0.6% 4%
Target Date 2021-2025 FFTWX FID FREEDOM 2025 95% 3 60 0 0.69% 3.45%
Target Date 2031-2035 FFTHX FID FREEDOM 2035 95% 3 60 0 0.75% 3.27%
Target Date 2046-2050 FFFHX FID FREEDOM 2050 94% 3 60 0 0.77% 2.45%
Target Date 2026-2030 FFFEX FID FREEDOM 2030 94% 3 60 0 0.71% 3.62%
Target Date 2036-2040 FFFFX FID FREEDOM 2040 93% 3 60 0 0.75% 2.98%
Target Date 2016-2020 FFFDX FID FREEDOM 2020 92% 3 60 0 0.64% 4.1%
Target Date 2041-2045 FFFGX FID FREEDOM 2045 91% 3 60 0 0.76% 2.51%
Target Date 2000-2010 FFFCX FID FREEDOM 2010 90% 3 60 0 0.59% 3.68%
Target Date 2000-2010 FFFVX FID FREEDOM 2005 86% 3 60 0 0.54% 2.81%
Moderate Allocation FPURX FID PURITAN 82% 3 60 0 0.6% 0.22%
Target Date 2051+ FDEEX FID FREEDOM 2055 75% 3 60 0 0.78% 4.06%
Target Date 2000-2010 FFFBX FID FREEDOM 2000 0% 3 60 0 0.44% 0%
US EQUITY
LARGE GROWTH RGAEX AF GRTH FUND AMER R4 40% 3 60 0 0.68% 4.24%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 3 60 0 0.06% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 3 60 0 0.46% 2.12%
Intermediate-Term Bond FTHRX FID INTERMED BOND 79% 3 60 0 0.45% 1.82%
Average Expense Ratio: 0.61%
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Model Portfolios

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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