MyPlanIQ Atrenta-401k

Atrenta-401k

Investment Menu Rating:

Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International
Foreign Large Blend FIGRX Fidelity International Discovery
Others
Retirement Income FFFAX Fidelity Freedom Income
US EQUITY
LARGE BLEND FDGFX Fidelity Dividend Growth
MID-CAP VALUE FDVLX Fidelity Value
LARGE GROWTH FLCSX Fidelity Large Cap Stock
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index
Total Available Funds: 16
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International
Foreign Large Blend FIGRX Fidelity International Discovery
Others
Retirement Income FFFAX Fidelity Freedom Income
US EQUITY
LARGE BLEND FDGFX Fidelity Dividend Growth
MID-CAP VALUE FDVLX Fidelity Value
LARGE GROWTH FLCSX Fidelity Large Cap Stock
LARGE BLEND FGRIX Fidelity Growth & Income
LARGE GROWTH FOCPX Fidelity OTC
SMALL BLEND FSLCX Fidelity Small Cap Stock
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Inv
Mid-Cap Growth FDEGX Fidelity Aggressive Growth
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
LARGE GROWTH FDFFX Fidelity Independence
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index
Total Available Funds: 16
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets 82% 3 60 0 0.9% 0.62%
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 3.66%
Foreign Large Blend FIGRX Fidelity International Discovery 90% 3 60 0 0.99% 2.71%
Others
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 3.01%
US EQUITY
LARGE BLEND FDGFX Fidelity Dividend Growth 99% 3 60 0 0.77% 9.08%
MID-CAP VALUE FDVLX Fidelity Value 99% 3 60 0 0.76% 15.14%
LARGE GROWTH FLCSX Fidelity Large Cap Stock 96% 3 60 0 0.76% 4.56%
LARGE BLEND FGRIX Fidelity Growth & Income 95% 3 60 0 0.58% 6.36%
LARGE GROWTH FOCPX Fidelity OTC 94% 3 60 0 0.81% 13%
SMALL BLEND FSLCX Fidelity Small Cap Stock 82% 3 60 0 0.67% 6.21%
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Inv 79% 3 60 0 0.09% 1.33%
Mid-Cap Growth FDEGX Fidelity Aggressive Growth 72% 3 60 0 0.72% 8.32%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 13.65%
LARGE GROWTH FDFFX Fidelity Independence 0% 3 60 0 0.85% 30.87%
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income 91% 3 60 0 0.93% 4.59%
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index 0% 3 60 0 0.13% 2.17%
Average Expense Ratio: 0.68%
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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 0.7% 11.6% 3.2% 5.4% 5.0% 5.4%

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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 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 for Portfolio Details or Follow 0.9% 14.3% 3.4% 6.1% 5.9% 6.6%

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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
The plan consists of 16 funds. It covers 4 major asset classes and 12 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.


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