MyPlanIQ FAIRCHILD PERSONAL SAVINGS AND RETIREMENT PLAN

FAIRCHILD PERSONAL SAVINGS AND RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares
US EQUITY
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
LARGE GROWTH FCNTX Fidelity Contrafund
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares
US EQUITY
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
LARGE GROWTH FCNTX Fidelity Contrafund
Mid-Cap Growth RYPRX Royce Fund: Royce Premier Fund; Investment Class Shares
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
SMALL BLEND RYTRX Royce Fund: Royce Total Return Fund; Investment Class Shares
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares
MID-CAP BLEND VMCIX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund; Investor Shares
Total Available Funds: 11
  • 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 BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares 98% 3 60 0 0.9% 0%
US EQUITY
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares 98% 3 60 0 0.04% 1.35%
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares 98% 3 60 0 0.14% 1.27%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
Mid-Cap Growth RYPRX Royce Fund: Royce Premier Fund; Investment Class Shares 95% 3 60 0 2.24% 7.04%
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.95%
SMALL BLEND RYTRX Royce Fund: Royce Total Return Fund; Investment Class Shares 93% 3 60 0 1.95% 10%
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares 76% 3 60 0 0.45% 4.34%
MID-CAP BLEND VMCIX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares 72% 3 60 0 0.04% 1.5%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 1.69%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund; Investor Shares 0% 3 60 0 0.42% 0%
Average Expense Ratio: 0.74%
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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*
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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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