MyPlanIQ 401k Investor Coca Cola Bottling Co. Consolidated Savings Plan

Coca Cola Bottling Co. Consolidated Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
INTERNATIONAL EQUITY
Foreign Large Blend FIDKX Fidelity International Discovery K
US EQUITY
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Stock
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond PTTAX PIMCO Total Return A
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
INTERNATIONAL EQUITY
Foreign Large Blend FIDKX Fidelity International Discovery K
US EQUITY
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Stock
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
LARGE GROWTH FDCAX Fidelity Capital Appreciation
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond PTTAX PIMCO Total Return A
Total Available Funds: 13
  • 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
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 8.19%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 95% 3 60 0 0.66% 6.86%
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 0% 3 60 0 0.54% 3.87%
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 0% 3 60 0 0.59% 3.82%
INTERNATIONAL EQUITY
Foreign Large Blend FIDKX Fidelity International Discovery K 71% 3 60 0 0.99% 7.15%
US EQUITY
LARGE VALUE FEQIX Fidelity Equity-Income 98% 3 60 0 0.57% 5.41%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.09%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 1.38%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth 87% 3 60 0 1.29% 6.27%
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv 79% 3 60 0 0.09% 1.32%
LARGE GROWTH FDCAX Fidelity Capital Appreciation 73% 3 60 0 0.83% 8.47%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.31%
Average Expense Ratio: 0.68%
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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*
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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*
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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