KANZAKI 401K PLAN Investment Model Portfolios| MyPlanIQ

MyPlanIQ KANZAKI 401K PLAN

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Investment Options

Brief Info
All Funds
All Fund Parameters

Total Available Funds:	19
Major Asset Classes Covered:	, US EQUITY, FIXED INCOME

Asset Class

Ticker

Description

Rating

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 BLEND	FDGFX	FID DIVIDEND GR
LARGE GROWTH	RGAEX	AF GRTH FUND AMER R4
LARGE GROWTH	FFTYX	FID FIFTY

FIXED INCOME
Intermediate-Term Bond	PTTRX	PIM TOTAL RT INST
Intermediate-Term Bond	FSITX	SPTN US BOND IDX ADV

* 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*
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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*
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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*
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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 investment options have not been imported yet.

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