MyPlanIQ IDT CORPORATION 401K PLAN

IDT CORPORATION 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTL STK
Others
Moderate Allocation FBAKX FID BALANCED K
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
US EQUITY
LARGE VALUE PRFDX TRP EQUITY INCOME
LARGE GROWTH PRWAX TRP NEW AMERICA GRTH
MID-CAP VALUE ABSIX ALL/BERN SMMDCP VL I
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTL STK
Others
Moderate Allocation FBAKX FID BALANCED K
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
US EQUITY
LARGE VALUE PRFDX TRP EQUITY INCOME
LARGE GROWTH PRWAX TRP NEW AMERICA GRTH
MID-CAP VALUE ABSIX ALL/BERN SMMDCP VL I
Mid-Cap Growth ACRNX COLUMBIA ACORN Z
Small Growth SIGWX SENTINEL SM CO I
LARGE BLEND PRILX PARNASSUS EQ INC IS
SMALL BLEND VSISX VANG SM CAP IDX SIG
SMALL BLEND SSMVX WFA SM CAP VAL INV
MID-CAP BLEND VMISX VANG MID CAP IDX SIG
Total Available Funds: 14
  • 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 ODVYX OPP DEVELOPING MKT Y 89% 3 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTL STK 99% 3 60 0 0.52% 2.33%
Others
Moderate Allocation FBAKX FID BALANCED K 70% 3 60 0 0.5% 1.66%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 3 60 0 0.62% 1.45%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE VALUE PRFDX TRP EQUITY INCOME 97% 3 60 0 1.23% 1.94%
LARGE GROWTH PRWAX TRP NEW AMERICA GRTH 90% 3 60 0 1.06% 5.16%
MID-CAP VALUE ABSIX ALL/BERN SMMDCP VL I 87% 3 60 0 1.08% 0.66%
Mid-Cap Growth ACRNX COLUMBIA ACORN Z 75% 3 60 0 1.83% 0%
Small Growth SIGWX SENTINEL SM CO I 62% 3 60 0 0.81% 0.14%
LARGE BLEND PRILX PARNASSUS EQ INC IS 61% 3 60 0 0.61% 6.24%
SMALL BLEND VSISX VANG SM CAP IDX SIG 0% 3 60 0 0.16% 1.67%
SMALL BLEND SSMVX WFA SM CAP VAL INV 0% 3 60 0 1.35% 0%
MID-CAP BLEND VMISX VANG MID CAP IDX SIG 0% 3 60 0 0.1% 1.26%
Average Expense Ratio: 0.82%
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Related Retirement Plans
IDT CORPORATION 401(K) PLAN
Model Portfolios

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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