MyPlanIQ 401k Investor PUBLICIS BENEFITS CONNECTION 401K PLAN

PUBLICIS BENEFITS CONNECTION 401K PLAN Investment Model Portfolios

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PUBLICIS BENEFITS CONNECTION 401K PLAN
Investment Options
Total Available Funds: 37
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INV
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX SPTN INTL INDEX INV
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
WORLD STOCK RNPGX AF NEW PERSPECT R6
Others
Money Market-Taxable FRTXX FID RETIRE MMKT
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050+ FDENX FID FREEDOM K 2055
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
Inflation-Protected Bond VAIPX VANG INFL PROT ADM
Total Available Funds: 37
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INV
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX SPTN INTL INDEX INV
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
WORLD STOCK RNPGX AF NEW PERSPECT R6
Foreign Large Blend FSGSX SPTN GLB XUS IDX INS
Others
Money Market-Taxable FRTXX FID RETIRE MMKT
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050+ FDENX FID FREEDOM K 2055
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
Inflation-Protected Bond VAIPX VANG INFL PROT ADM
High Yield Bond FAGIX FID CAP & INC
US EQUITY
LARGE VALUE PRFDX TRP EQUITY INCOME
SMALL VALUE ROFIX ROYCE OPP INST
MID-CAP BLEND FSLCX FID SM CAP STK
SMALL VALUE AVFIX ABF SM CAP VAL INST
LARGE BLEND VINIX VANGUARD INST INDEX
LARGE GROWTH TRLGX TRP INST LGCAP GRTH
MID-CAP BLEND FSEMX SPTN EXT MKT IDX
SMALL BLEND FDSCX FID STK SEL SM CAP
MID-CAP VALUE HWMIX H & W MID CAP VAL I
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE GROWTH RGAGX AF GRTH FUND AMER R6
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
Mid-Cap Growth ARTMX ARTISAN MID CAP INV
Total Available Funds: 37
  • 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 FRESX FID REAL ESTATE INV 96% 1 60 0 0.72% 1.06%
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K 74% 1 60 0 0.9% 0.76%
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX SPTN INTL INDEX INV 86% 1 60 0 0.17% 2.86%
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 1 60 0 0.99% 2%
WORLD STOCK RNPGX AF NEW PERSPECT R6 32% 1 60 0 1.47% 0.92%
Foreign Large Blend FSGSX SPTN GLB XUS IDX INS 0% 1 60 0 0.13% 2.31%
Others
Money Market-Taxable FRTXX FID RETIRE MMKT 0% 1 60 0 NA NA
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 3.89%
Target Date 2050+ FDENX FID FREEDOM K 2055 0% 1 60 0 0.05% 3.38%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 3.89%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 3.92%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 4.66%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 4.48%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 3.82%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 4.63%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 3.87%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 6.93%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 6.98%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 5.14%
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 1 60 0 0.39% 4.72%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 96% 1 60 0 0.83% 2.75%
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST 94% 1 60 0 0.15% 2.18%
Inflation-Protected Bond VAIPX VANG INFL PROT ADM 91% 1 60 0 0.07% 2.24%
High Yield Bond FAGIX FID CAP & INC 91% 1 60 0 0.93% 2.24%
US EQUITY
LARGE VALUE PRFDX TRP EQUITY INCOME 97% 1 60 0 1.23% 1.63%
SMALL VALUE ROFIX ROYCE OPP INST 96% 1 60 0 1.85% 0%
MID-CAP BLEND FSLCX FID SM CAP STK 82% 1 60 0 0.67% 0.05%
SMALL VALUE AVFIX ABF SM CAP VAL INST 81% 1 60 0 1.28% 0%
LARGE BLEND VINIX VANGUARD INST INDEX 77% 1 60 0 0.02% 0.71%
LARGE GROWTH TRLGX TRP INST LGCAP GRTH 77% 1 60 0 0.7% 5.35%
MID-CAP BLEND FSEMX SPTN EXT MKT IDX 76% 1 60 0 0.1% 1.29%
SMALL BLEND FDSCX FID STK SEL SM CAP 70% 1 60 0 1.46% 0.78%
MID-CAP VALUE HWMIX H & W MID CAP VAL I 70% 1 60 0 1.97% 1.14%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 1 60 0 0.55% 0.13%
LARGE GROWTH RGAGX AF GRTH FUND AMER R6 25% 1 60 0 0.3% 0.76%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 4.47%
Mid-Cap Growth ARTMX ARTISAN MID CAP INV 0% 1 60 0 0.96% 0%
Average Expense Ratio: 0.67%
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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 0.1% 7.3% 1.6% 5.9% 6.3% 6.7%

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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% 10.7% 1.8% 6.2% 6.1% 7.1%

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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 0.7% 5.7% -0.4% 6.1% 4.3% 5.4%

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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 38 funds. It covers 5 major asset classes and 27 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.


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