MyPlanIQ 401k Investor Unisys Retirement 401K

Unisys Retirement 401K Investment Model Portfolios

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UNISYS SAVINGS PLAN
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR URDANG U.S. REAL EST
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX ABDN EMERG MKTS INST
INTERNATIONAL EQUITY
WORLD STOCK PRGSX TRP INST GLOBAL EQ,%
Foreign Large Blend IHOTX HTFD INTL OP HLS IA
Others
Target Date 2016-2020 FFFDX FIDELITY FREEDOM 2020
Retirement Income FFFAX FIDELITY FREEDOM INCOME
Target Date 2026-2030 FFFEX FIDELITY FREEDOM 2030
FIXED INCOME
Inflation-Protected Bond VIPSX VANG INFL PROT INST
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
High Yield Bond NHINX NB HIGH INC BOND IS
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR URDANG U.S. REAL EST
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX ABDN EMERG MKTS INST
INTERNATIONAL EQUITY
WORLD STOCK PRGSX TRP INST GLOBAL EQ,%
Foreign Large Blend IHOTX HTFD INTL OP HLS IA
Others
Target Date 2016-2020 FFFDX FIDELITY FREEDOM 2020
Retirement Income FFFAX FIDELITY FREEDOM INCOME
Target Date 2026-2030 FFFEX FIDELITY FREEDOM 2030
Target Date 2036-2040 FFFFX FIDELITY FREEDOM 2040
Target Date 2050+ FFFHX FIDELITY FREEDOM 2050
Target Date 2000-2010 FFFCX FIDELITY FREEDOM 2010
ROOT CASH FIDELITY RET GOVT MM
FIXED INCOME
Inflation-Protected Bond VIPSX VANG INFL PROT INST
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
High Yield Bond NHINX NB HIGH INC BOND IS
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK
Mid-Cap Growth MERDX MERIDIAN GROWTH
LARGE GROWTH POSKX PRMCP ODYSSEY STOCK
LARGE BLEND FUSEX Spartan 500 INDEX INV
LARGE GROWTH FCNKX FIDELITY CONTRAFUND K
LARGE GROWTH FMGKX FIDELITY MAGELLAN K
SMALL BLEND SMMVX WFA SM MD CAP VAL I
MID-CAP BLEND FSEVX Spartan EXT MKT IDX INV
Total Available Funds: 22
  • 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
REAL ESTATE
REAL ESTATE IYR URDANG U.S. REAL EST 100% 3 60 0 0.4% 2.72%
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX ABDN EMERG MKTS INST 76% 3 60 0 1.1% 0.97%
INTERNATIONAL EQUITY
WORLD STOCK PRGSX TRP INST GLOBAL EQ,% 90% 3 60 0 1.08% 6.36%
Foreign Large Blend IHOTX HTFD INTL OP HLS IA 68% 3 60 0 0.79% 1.49%
Others
Target Date 2016-2020 FFFDX FIDELITY FREEDOM 2020 98% 3 60 0 0.58% 5.66%
Retirement Income FFFAX FIDELITY FREEDOM INCOME 98% 3 60 0 0.42% 3.13%
Target Date 2026-2030 FFFEX FIDELITY FREEDOM 2030 95% 3 60 0 0.66% 4.7%
Target Date 2036-2040 FFFFX FIDELITY FREEDOM 2040 95% 3 60 0 0.64% 4.96%
Target Date 2050+ FFFHX FIDELITY FREEDOM 2050 94% 3 60 0 0.75% 4.2%
Target Date 2000-2010 FFFCX FIDELITY FREEDOM 2010 92% 3 60 0 0.49% 3.84%
ROOT CASH FIDELITY RET GOVT MM 0% 0 60 0 NA 2.61%
FIXED INCOME
Inflation-Protected Bond VIPSX VANG INFL PROT INST 98% 3 60 0 0.07% 4.06%
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 96% 3 60 0 0.83% 4.65%
High Yield Bond NHINX NB HIGH INC BOND IS 66% 3 60 0 0.61% 6.16%
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK 93% 3 60 0 0.52% 6.98%
Mid-Cap Growth MERDX MERIDIAN GROWTH 87% 3 60 0 0.85% 0.13%
LARGE GROWTH POSKX PRMCP ODYSSEY STOCK 84% 3 60 0 0.66% 0.95%
LARGE BLEND FUSEX Spartan 500 INDEX INV 79% 3 60 0 0.09% 1.67%
LARGE GROWTH FCNKX FIDELITY CONTRAFUND K 68% 3 60 0 0.55% 5.16%
LARGE GROWTH FMGKX FIDELITY MAGELLAN K 67% 3 60 0 0.68% 8.07%
SMALL BLEND SMMVX WFA SM MD CAP VAL I 0% 3 60 0 1.48% 25.31%
MID-CAP BLEND FSEVX Spartan EXT MKT IDX INV 0% 3 60 0 0.07% 4.47%
Average Expense Ratio: 0.63%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.2% 8.5% 1.7% 6.5% 6.3% 6.9%

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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 for Portfolio Details or Follow 0.2% 11.1% 1.5% 6.0% 5.7% 6.7%

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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 for Portfolio Details or Follow 0.8% 13.4% 4.1% 8.0% 6.8% 8.1%

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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 plan consists of 23 funds. It covers 5 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, REITs, Foreign Equity and Fixed Income.

Unisys Corporation (Ticker: UIS) operates as an information technology (IT) company worldwide. The company operates in two segments, Services and Technology. The Services segment provides outsourcing services, including management of customersÂ’ data centers, computer servers, and end-user computing environments, as well as specific business processes, such as check processing, mortgage administration, citizen registry, and cargo management; systems integration and consulting services, such as assessing the security and cost effectiveness of clients IT systems and enable them design, integrate, and modernize applications to achieve their business goals; infrastructure services comprising design, warranty, and support services for its customersÂ’ IT infrastructure, including networks, desktops, servers, and mobile and wireless systems; and core maintenance services. The Technology segment designs and develops servers and related products consisting of enterprise-class servers, such as the ClearPath family of servers and the ES7000 family of Intel-based servers, as well as operating system software and middleware to enable clients virtualize and automate their data-center environments. It serves public sector, including the U.S. federal government; financial services; and other commercial markets comprising communications and transportation primarily through direct sales force, as well as through distributors and alliance partners. The company was founded in 1886 and is based in Blue Bell, Pennsylvania.

This plan was created based on a user's request.



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