MyPlanIQ 401k Investor Sterling Infosystems Inc. 401(k) Profit Sharing Plan

Sterling Infosystems Inc. 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FTADX Fidelity Advisor Intl Discovery T
Others
Target Date 2046-2050 FFFQX Fidelity Advisor Freedom 2050 T
Target Date 2041-2045 FFFTX Fidelity Advisor Freedom 2045 T
Target Date 2031-2035 FTTHX Fidelity Advisor Freedom 2035 T
FIXED INCOME
Multisector Bond FSIAX Fidelity Advisor Strategic Income T
Intermediate-Term Bond PTTAX PIMCO Total Return A
High Yield Bond FAHYX Fidelity Advisor High Income Advantage T
US EQUITY
LARGE VALUE PNEAX Allianz NFJ Dividend Value A
LARGE BLEND CHTRX Invesco Charter A
Mid-Cap Growth FITIX Fidelity Advisor Mid Cap II T
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FTADX Fidelity Advisor Intl Discovery T
Others
Target Date 2046-2050 FFFQX Fidelity Advisor Freedom 2050 T
Target Date 2041-2045 FFFTX Fidelity Advisor Freedom 2045 T
Target Date 2031-2035 FTTHX Fidelity Advisor Freedom 2035 T
Target Date 2021-2025 FTTWX Fidelity Advisor Freedom 2025 T
Target Date 2011-2015 FFVTX Fidelity Advisor Freedom 2015 T
Target Date 2000-2010 FCFTX Fidelity Advisor Freedom 2010 T
Target Date 2000-2010 FFTVX Fidelity Advisor Freedom 2005 T
Target Date 2036-2040 FTFFX Fidelity Advisor Freedom 2040 T
Target Date 2016-2020 FDTFX Fidelity Advisor Freedom 2020 T
Target Date 2051+ FHFTX Fidelity Advisor Freedom 2055 T
Retirement Income FTAFX Fidelity Advisor Freedom Inc T
Target Date 2026-2030 FTFEX Fidelity Advisor Freedom 2030 T
FIXED INCOME
Multisector Bond FSIAX Fidelity Advisor Strategic Income T
Intermediate-Term Bond PTTAX PIMCO Total Return A
High Yield Bond FAHYX Fidelity Advisor High Income Advantage T
Intermediate Government FVITX Fidelity Advisor Government Income T
US EQUITY
LARGE VALUE PNEAX Allianz NFJ Dividend Value A
LARGE BLEND CHTRX Invesco Charter A
Mid-Cap Growth FITIX Fidelity Advisor Mid Cap II T
SMALL BLEND FSCTX Fidelity Advisor Small Cap T
SMALL VALUE CSMIX Columbia Small Cap Value Fund I Class A
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Co Stk T
LARGE GROWTH FNITX Fidelity Advisor New Insights T
LARGE VALUE FEIRX Fidelity Advisor Equity Income T
LARGE BLEND FAVTX Fidelity Advisor Equity Value T
MID-CAP BLEND QVSCX Oppenheimer Small & Mid Cap Value A
Total Available Funds: 27
  • 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 FTADX Fidelity Advisor Intl Discovery T 47% 3 60 0 0.99% 2.29%
Others
Target Date 2046-2050 FFFQX Fidelity Advisor Freedom 2050 T 71% 3 60 0 1% 5.86%
Target Date 2041-2045 FFFTX Fidelity Advisor Freedom 2045 T 65% 3 60 0 1.25% 5.77%
Target Date 2031-2035 FTTHX Fidelity Advisor Freedom 2035 T 64% 3 60 0 0.96% 6.64%
Target Date 2021-2025 FTTWX Fidelity Advisor Freedom 2025 T 62% 3 60 0 1.62% 5.3%
Target Date 2011-2015 FFVTX Fidelity Advisor Freedom 2015 T 61% 3 60 0 1.54% 5.37%
Target Date 2000-2010 FCFTX Fidelity Advisor Freedom 2010 T 58% 3 60 0 0.49% 3.78%
Target Date 2000-2010 FFTVX Fidelity Advisor Freedom 2005 T 55% 3 60 0 1.47% 2.7%
Target Date 2036-2040 FTFFX Fidelity Advisor Freedom 2040 T 54% 3 60 0 1.75% 6.89%
Target Date 2016-2020 FDTFX Fidelity Advisor Freedom 2020 T 54% 3 60 0 0.51% 6.19%
Target Date 2051+ FHFTX Fidelity Advisor Freedom 2055 T 48% 3 60 0 0.75% 5.17%
Retirement Income FTAFX Fidelity Advisor Freedom Inc T 43% 3 60 0 1.47% 2.56%
Target Date 2026-2030 FTFEX Fidelity Advisor Freedom 2030 T 0% 3 60 0 0.66% 5.42%
FIXED INCOME
Multisector Bond FSIAX Fidelity Advisor Strategic Income T 68% 3 60 0 0.97% 2.88%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.32%
High Yield Bond FAHYX Fidelity Advisor High Income Advantage T 52% 3 60 0 0.75% 3.6%
Intermediate Government FVITX Fidelity Advisor Government Income T 18% 3 60 0 0.76% 2.74%
US EQUITY
LARGE VALUE PNEAX Allianz NFJ Dividend Value A 92% 3 60 0 1.72% 1.48%
LARGE BLEND CHTRX Invesco Charter A 57% 3 60 0 0.92% 8.08%
Mid-Cap Growth FITIX Fidelity Advisor Mid Cap II T 51% 3 60 0 0.74% 8.95%
SMALL BLEND FSCTX Fidelity Advisor Small Cap T 50% 3 60 0 2.15% 1.57%
SMALL VALUE CSMIX Columbia Small Cap Value Fund I Class A 50% 3 60 0 0.86% 0.53%
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Co Stk T 49% 3 60 0 0.66% 17.61%
LARGE GROWTH FNITX Fidelity Advisor New Insights T 47% 3 60 0 0.7% 1.53%
LARGE VALUE FEIRX Fidelity Advisor Equity Income T 41% 3 60 0 0.65% 1.34%
LARGE BLEND FAVTX Fidelity Advisor Equity Value T 39% 3 60 0 0.9% 5.02%
MID-CAP BLEND QVSCX Oppenheimer Small & Mid Cap Value A 0% 3 60 0 1.16% 13.38%
Average Expense Ratio: 1.04%
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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

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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 to Create Model Portfolio

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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
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