MyPlanIQ 401k Investor UNITED NATURAL FOODS INC. RETIREMENT PLAN

UNITED NATURAL FOODS INC. RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Retirement Income FFFAX Fidelity Fidelity Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund Fund
SMALL VALUE PSVIX Allianz NFJ NFJ Small Cap Value Instl Fund
MID-CAP VALUE JMVAX Janus Perkins Mid Cap Value J Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
High Yield Bond FAGIX Fidelity Capital Income Fund
Intermediate Government FGOVX Fidelity Government Income Fund
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Retirement Income FFFAX Fidelity Fidelity Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
Moderate Allocation FBALX Fidelity Balanced Fund
ROOT CASH Fidelity Advisor Stable Value Portfolio
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund Fund
SMALL VALUE PSVIX Allianz NFJ NFJ Small Cap Value Instl Fund
MID-CAP VALUE JMVAX Janus Perkins Mid Cap Value J Fund
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock Fund
LARGE BLEND FUSEX Fidelity Spartan US Equity Index Inv Fund
LARGE GROWTH CEYIX Calvert Investment Equity I Fund
MID-CAP BLEND FSEMX Fidelity Spartan Extended Market Index Fund
Small Growth HDMBX Hartford Small Company HLS IB Fund
LARGE VALUE ANDAX Allianz NFJ NFJ Dividend Value Admin Fund
Mid-Cap Growth DGRDX MSIF Mid Cap Growth Portfolio Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
High Yield Bond FAGIX Fidelity Capital Income Fund
Intermediate Government FGOVX Fidelity Government Income Fund
Total Available Funds: 28
  • 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 FIGRX Fidelity International Discovery Fund 90% 3 60 0 0.99% 1.96%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Retirement Income FFFAX Fidelity Fidelity Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 2.92%
Moderate Allocation FBALX Fidelity Balanced Fund 80% 3 60 0 0.5% 1.59%
ROOT CASH Fidelity Advisor Stable Value Portfolio 0% 3 60 0 NA 4.14%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund Fund 96% 3 60 0 0.55% 4.32%
SMALL VALUE PSVIX Allianz NFJ NFJ Small Cap Value Instl Fund 93% 3 60 0 0.91% 1.89%
MID-CAP VALUE JMVAX Janus Perkins Mid Cap Value J Fund 91% 3 60 0 0.91% 1.13%
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock Fund 85% 3 60 0 0.74% 8.83%
LARGE BLEND FUSEX Fidelity Spartan US Equity Index Inv Fund 79% 3 60 0 0.09% 1.79%
LARGE GROWTH CEYIX Calvert Investment Equity I Fund 79% 3 60 0 0.59% 1.69%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Market Index Fund 75% 3 60 0 0.1% 0%
Small Growth HDMBX Hartford Small Company HLS IB Fund 36% 3 60 0 1.04% 0%
LARGE VALUE ANDAX Allianz NFJ NFJ Dividend Value Admin Fund 33% 3 60 0 1.72% 15.58%
Mid-Cap Growth DGRDX MSIF Mid Cap Growth Portfolio Fund 0% 3 60 0 0.72% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
High Yield Bond FAGIX Fidelity Capital Income Fund 91% 3 60 0 0.93% 4.03%
Intermediate Government FGOVX Fidelity Government Income Fund 91% 3 60 0 0.76% 1.87%
Average Expense Ratio: 0.68%
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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 1.7% 11.7% 1.7% 7.3% 5.7% 7.8%

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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(Ticker:UNFI)
The plan consists of 29 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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