MyPlanIQ 401k Investor GENESYS RETIREMENT SAVINGS PLAN

GENESYS RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Diversified International K
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US Idx Advtg
Others
Moderate Allocation FPUKX Fidelity Puritan K
ROOT CASH fidelity money market
Target Date 2051+ FDENX Fidelity Freedom K 2055
US EQUITY
LARGE VALUE GSFTX Columbia Dividend Income Z
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
LARGE GROWTH NBGTX Neuberger Berman Guardian Tr
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Diversified International K
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US Idx Advtg
Others
Moderate Allocation FPUKX Fidelity Puritan K
ROOT CASH fidelity money market
Target Date 2051+ FDENX Fidelity Freedom K 2055
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000
Retirement Income FFKAX Fidelity Freedom K Income
US EQUITY
LARGE VALUE GSFTX Columbia Dividend Income Z
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
LARGE GROWTH NBGTX Neuberger Berman Guardian Tr
LARGE GROWTH FCNKX Fidelity Contrafund K
Mid-Cap Growth FKMCX Fidelity Mid-Cap Stock K
LARGE GROWTH FOCKX Fidelity OTC K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
SMALL BLEND RSPYX RS Partners Y
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
Total Available Funds: 29
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Diversified International K 72% 3 60 0 0.99% 4.5%
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US Idx Advtg 0% 3 60 0 0.18% 2.22%
Others
Moderate Allocation FPUKX Fidelity Puritan K 69% 3 60 0 0.5% 4.37%
ROOT CASH fidelity money market 0% 3 60 0 NA 4.14%
Target Date 2051+ FDENX Fidelity Freedom K 2055 0% 3 60 0 0.05% 0%
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 0% 3 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045 0% 3 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040 0% 3 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035 0% 3 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 0% 3 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 0% 3 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 0% 3 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015 0% 3 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 0% 3 60 0 0.5% 2.15%
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005 0% 3 60 0 0.46% 1.44%
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000 0% 3 60 0 0.39% 2.83%
Retirement Income FFKAX Fidelity Freedom K Income 0% 3 60 0 0.39% 1.34%
US EQUITY
LARGE VALUE GSFTX Columbia Dividend Income Z 91% 3 60 0 1.16% 5%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 86% 3 60 0 1.14% 1.22%
LARGE GROWTH NBGTX Neuberger Berman Guardian Tr 82% 3 60 0 1.17% 0%
LARGE GROWTH FCNKX Fidelity Contrafund K 68% 3 60 0 0.55% 4.38%
Mid-Cap Growth FKMCX Fidelity Mid-Cap Stock K 68% 3 60 0 0.85% 0.31%
LARGE GROWTH FOCKX Fidelity OTC K 67% 3 60 0 0.81% 0.09%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K 60% 3 60 0 0.82% 18.74%
SMALL BLEND RSPYX RS Partners Y 55% 3 60 0 1.12% 5.11%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 1.17%
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional 0% 3 60 0 0.04% 0%
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond 76% 3 60 0 0.76% 3.71%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal 0% 3 60 0 0.1% 2.96%
Average Expense Ratio: 0.6%
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Related Retirement Plans
GENESYS RETIREMENT SAVINGS PLAN
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 5.8% 13.7% 1.0% 6.6% 3.7% 5.8%

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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 32 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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