MyPlanIQ F and M MAFCO INC SAVINGS AND INVESTMENT PLAN

F and M MAFCO INC SAVINGS AND INVESTMENT PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
F & M MAFCO, INC. SAVINGS AND INVESTMENT PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX AF EUROPAC GRTH R4
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Retirement Income FFFAX FID FREEDOM INCOME
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
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX FID FREEDOM 2040
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 2000-2010 FFFCX FID FREEDOM 2010
Target Date 2041-2045 FFFGX FID FREEDOM 2045
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 57% 3 60 0 0.9% 7.01%
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020 98% 3 60 0 0.58% 5.66%
Target Date 2011-2015 FFVFX FID FREEDOM 2015 98% 3 60 0 0.54% 4.82%
Retirement Income FFFAX FID FREEDOM INCOME 98% 3 60 0 0.42% 3.13%
Target Date 2026-2030 FFFEX FID FREEDOM 2030 95% 3 60 0 0.66% 4.7%
Target Date 2036-2040 FFFFX FID FREEDOM 2040 95% 3 60 0 0.64% 4.96%
Target Date 2021-2025 FFTWX FID FREEDOM 2025 95% 3 60 0 0.34% 5.17%
Target Date 2031-2035 FFTHX FID FREEDOM 2035 95% 3 60 0 0.7% 4.61%
Target Date 2046-2050 FFFHX FID FREEDOM 2050 94% 3 60 0 0.75% 4.2%
Target Date 2000-2010 FFFCX FID FREEDOM 2010 92% 3 60 0 0.49% 3.84%
Target Date 2041-2045 FFFGX FID FREEDOM 2045 91% 3 60 0 0.75% 4.33%
Target Date 2000-2010 FFFVX FID FREEDOM 2005 87% 3 60 0 0.42% 3.37%
Moderate Allocation FPURX FID PURITAN 81% 3 60 0 0.5% 10.75%
Target Date 2051+ FDEEX FID FREEDOM 2055 74% 3 60 0 0.65% 4.04%
Target Date 2000-2010 FFFBX FID FREEDOM 2000 0% 3 60 0 0.44% 6.09%
US EQUITY
LARGE GROWTH RGAEX AF GRTH FUND AMER R4 39% 3 60 0 0.3% 9.09%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 3 60 0 0.04% 2.05%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 96% 3 60 0 0.83% 4.65%
Intermediate-Term Bond FTHRX FID INTERMED BOND 78% 3 60 0 0.45% 3.58%
Average Expense Ratio: 0.55%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.