MyPlanIQ 401k Investor The Purdue Pharma L.P. And Participating Associated Companies Retirement Savings 401 K Plan

The Purdue Pharma L.P. And Participating Associated Companies Retirement Savings 401 K Plan Investment Model Portfolios

This Plan is unrated.
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PURDUE PHARMA L.P. AND PARTICIPATING ASSOCIATED COMPANIES RETIREMENT SAVINGS 401(K) PLAN
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Value ABIYX AllianceBern Intl Val Adv
Others
Moderate Allocation FPURX Fidelity Puritan
Conservative Allocation FTAWX Fidelity Advisor Asset Manager 20% A
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Stock
LARGE VALUE NFJEX Allianz NFJ Dividend Value Instl
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Value ABIYX AllianceBern Intl Val Adv
Others
Moderate Allocation FPURX Fidelity Puritan
Conservative Allocation FTAWX Fidelity Advisor Asset Manager 20% A
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000
Retirement Income FFKAX Fidelity Freedom K Income
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Stock
LARGE VALUE NFJEX Allianz NFJ Dividend Value Instl
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
LARGE BLEND RFNGX American Funds Fundamental Investors R6
Total Available Funds: 11
  • 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 FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 3.71%
Foreign Large Value ABIYX AllianceBern Intl Val Adv 70% 3 60 0 1.25% 9.17%
Others
Moderate Allocation FPURX Fidelity Puritan 81% 3 60 0 0.5% 10.74%
Conservative Allocation FTAWX Fidelity Advisor Asset Manager 20% A 36% 3 60 0 0.82% 3.15%
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000 0% 3 60 0 0.39% 4.72%
Retirement Income FFKAX Fidelity Freedom K Income 0% 3 60 0 0.39% 3.89%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.16%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 7.44%
LARGE VALUE NFJEX Allianz NFJ Dividend Value Instl 86% 3 60 0 1.04% 1.84%
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6 25% 3 60 0 0.3% 9.38%
LARGE BLEND RFNGX American Funds Fundamental Investors R6 20% 3 60 0 0.28% 8.2%
Average Expense Ratio: 0.61%
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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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