MyPlanIQ 401k Investor TLC PEDIATRICS P.A. 401K PLAN

TLC PEDIATRICS P.A. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 40
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity EMERGING MKTS
INTERNATIONAL EQUITY
Foreign Large Blend HAINX HARBOR INTL INST
Foreign Large Blend FIGRX Fidelity INTL DISCOVERY
Foreign Large Growth JIGRX JANUS OVERSEAS S
Others
Target Date 2016-2020 FFFDX Fidelity FREEDOM 2020
Target Date 2011-2015 FFVFX Fidelity FREEDOM 2015
Retirement Income FFFAX Fidelity FREEDOM INCOME
FIXED INCOME
High Yield Bond FAGIX Fidelity CAPITAL & INCOME
Multisector Bond FSICX Fidelity STRATEGIC INCOME
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
Total Available Funds: 40
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity EMERGING MKTS
INTERNATIONAL EQUITY
Foreign Large Blend HAINX HARBOR INTL INST
Foreign Large Blend FIGRX Fidelity INTL DISCOVERY
Foreign Large Growth JIGRX JANUS OVERSEAS S
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Target Date 2016-2020 FFFDX Fidelity FREEDOM 2020
Target Date 2011-2015 FFVFX Fidelity FREEDOM 2015
Retirement Income FFFAX Fidelity FREEDOM INCOME
Target Date 2026-2030 FFFEX Fidelity FREEDOM 2030
Target Date 2036-2040 FFFFX Fidelity FREEDOM 2040
Target Date 2021-2025 FFTWX Fidelity FREEDOM 2025
Target Date 2031-2035 FFTHX Fidelity FREEDOM 2035
Target Date 2046-2050 FFFHX Fidelity FREEDOM 2050
Target Date 2000-2010 FFFCX Fidelity FREEDOM 2010
Target Date 2041-2045 FFFGX Fidelity FREEDOM 2045
Target Date 2000-2010 FFFVX Fidelity FREEDOM 2005
Aggressive Allocation FFNOX Fidelity FOUR IN ONE IDX
Moderate Allocation FBALX Fidelity BALANCED
Target Date 2051+ FDEEX Fidelity FREEDOM 2055
ROOT CASH Fidelity RETIRE MMKT
Target Date 2000-2010 FFFBX Fidelity FREEDOM 2000
FIXED INCOME
High Yield Bond FAGIX Fidelity CAPITAL & INCOME
Multisector Bond FSICX Fidelity STRATEGIC INCOME
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
US EQUITY
LARGE GROWTH FFIDX Fidelity FUND
Small Growth FCPGX Fidelity SMALL CAP GROWTH
MID-CAP BLEND FLVCX Fidelity LEVERGD CO STK
LARGE GROWTH JARTX JANUS FORTY S
LARGE BLEND HCAYX HARTFORD CAP APP Y
SMALL BLEND KSCIX KEELEY SMALL CAP VAL
SMALL VALUE PVADX ALZGI NFJ SMCPVL ADM
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
MID-CAP VALUE RMCIX COL MID CP VAL OP K
Mid-Cap Growth TWCVX AM CENT VISTA INV
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV
LARGE BLEND FUSVX SPTN 500 INDEX ADV
LARGE GROWTH FDFFX Fidelity INDEPENDENCE
LARGE BLEND UMBIX COL VALUE & RSTRG Z
LARGE VALUE ANDAX ALZGI NFJ DIV VL ADM
Total Available Funds: 40
  • 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 MKTS 82% 3 60 0 0.9% 0.62%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX HARBOR INTL INST 99% 3 60 0 1.02% 3.59%
Foreign Large Blend FIGRX Fidelity INTL DISCOVERY 90% 3 60 0 0.99% 2.71%
Foreign Large Growth JIGRX JANUS OVERSEAS S 28% 3 60 0 2.06% 1.21%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 3 60 0 0.07% 2.44%
Others
Target Date 2016-2020 FFFDX Fidelity FREEDOM 2020 98% 3 60 0 0.58% 5.59%
Target Date 2011-2015 FFVFX Fidelity FREEDOM 2015 98% 3 60 0 0.54% 4.77%
Retirement Income FFFAX Fidelity FREEDOM INCOME 98% 3 60 0 0.42% 3.01%
Target Date 2026-2030 FFFEX Fidelity FREEDOM 2030 95% 3 60 0 0.66% 4.65%
Target Date 2036-2040 FFFFX Fidelity FREEDOM 2040 95% 3 60 0 0.64% 4.89%
Target Date 2021-2025 FFTWX Fidelity FREEDOM 2025 95% 3 60 0 0.34% 5.11%
Target Date 2031-2035 FFTHX Fidelity FREEDOM 2035 95% 3 60 0 0.7% 4.55%
Target Date 2046-2050 FFFHX Fidelity FREEDOM 2050 94% 3 60 0 0.75% 4.14%
Target Date 2000-2010 FFFCX Fidelity FREEDOM 2010 92% 3 60 0 0.49% 3.8%
Target Date 2041-2045 FFFGX Fidelity FREEDOM 2045 91% 3 60 0 0.75% 4.27%
Target Date 2000-2010 FFFVX Fidelity FREEDOM 2005 87% 3 60 0 0.42% 3.49%
Aggressive Allocation FFNOX Fidelity FOUR IN ONE IDX 87% 3 60 0 0.11% 6.3%
Moderate Allocation FBALX Fidelity BALANCED 79% 3 60 0 0.5% 5.21%
Target Date 2051+ FDEEX Fidelity FREEDOM 2055 74% 3 60 0 0.65% 3.98%
ROOT CASH Fidelity RETIRE MMKT 0% 0 60 0 NA 2.6%
Target Date 2000-2010 FFFBX Fidelity FREEDOM 2000 0% 3 60 0 0.44% 6.09%
FIXED INCOME
High Yield Bond FAGIX Fidelity CAPITAL & INCOME 91% 3 60 0 0.93% 4.59%
Multisector Bond FSICX Fidelity STRATEGIC INCOME 74% 3 60 0 0.7% 3.83%
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM 66% 3 60 0 0.8% 4.01%
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV 0% 3 60 0 0.11% 2.65%
US EQUITY
LARGE GROWTH FFIDX Fidelity FUND 100% 3 60 0 0.46% 0%
Small Growth FCPGX Fidelity SMALL CAP GROWTH 87% 3 60 0 1.32% 1.41%
MID-CAP BLEND FLVCX Fidelity LEVERGD CO STK 85% 3 60 0 0.74% 13.69%
LARGE GROWTH JARTX JANUS FORTY S 62% 3 60 0 1.64% 11.18%
LARGE BLEND HCAYX HARTFORD CAP APP Y 46% 3 60 0 0.81% 8.31%
SMALL BLEND KSCIX KEELEY SMALL CAP VAL 0% 3 60 0 1.1% 7.82%
SMALL VALUE PVADX ALZGI NFJ SMCPVL ADM 0% 3 60 0 0.89% 12.13%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 3 60 0 0.07% 4.47%
MID-CAP VALUE RMCIX COL MID CP VAL OP K 0% 3 60 0 0.76% 0.72%
Mid-Cap Growth TWCVX AM CENT VISTA INV 0% 3 60 0 1.03% 0%
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV 0% 3 60 0 0.04% 0%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 3 60 0 0.04% 0%
LARGE GROWTH FDFFX Fidelity INDEPENDENCE 0% 3 60 0 0.85% 30.87%
LARGE BLEND UMBIX COL VALUE & RSTRG Z 0% 3 60 0 0.97% 13.86%
LARGE VALUE ANDAX ALZGI NFJ DIV VL ADM 0% 3 60 0 1.72% 13.64%
Average Expense Ratio: 0.72%
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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 -6.6% -5.9% 4.1% 2.6% 7.4% 6.3%

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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 0.6% 8.5% 0.7% 3.8% 4.8% 5.7%

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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 11.7% -4.0% 4.2% 5.0% 8.6% 11.4%

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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 40 funds. It covers 4 major asset classes and 29 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity and Foreign Equity.


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