MyPlanIQ CHARLES RIVER LABORATORIES INC. SAVINGS/PLUS PLAN

CHARLES RIVER LABORATORIES INC. SAVINGS/PLUS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FICDX Fidelity Investment Trust: Fidelity Canada Fund; Canada Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
FIXED INCOME
High Yield Bond FAGIX Fidelity Summer Street Trust: Fidelity Capital & Income Fund
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
LARGE GROWTH FDCAX Fidelity Capital Trust: Fidelity Capital Appreciation Fund
LARGE VALUE FBCVX Fidelity Securities Fund: Fidelity Blue Chip Value Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FICDX Fidelity Investment Trust: Fidelity Canada Fund; Canada Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund
Conservative Allocation FASIX Fidelity Charles Street Trust: Fidelity Asset Manager 20%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
Aggressive Allocation FAMRX Fidelity Charles Street Trust: Fidelity Asset Manager 85%
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
Moderate Allocation FASMX Fidelity Charles Street Trust: Fidelity Asset Manager 50%
Moderate Allocation FASGX Fidelity Charles Street Trust: Fidelity Asset Manager 70%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
FIXED INCOME
High Yield Bond FAGIX Fidelity Summer Street Trust: Fidelity Capital & Income Fund
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
LARGE GROWTH FDCAX Fidelity Capital Trust: Fidelity Capital Appreciation Fund
LARGE VALUE FBCVX Fidelity Securities Fund: Fidelity Blue Chip Value Fund
Total Available Funds: 20
  • 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 Growth FICDX Fidelity Investment Trust: Fidelity Canada Fund; Canada Shares 52% 3 60 0 0.86% 3.45%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 2.73%
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 2.69%
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 1.99%
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.87%
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.19%
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 2%
Conservative Allocation FASIX Fidelity Charles Street Trust: Fidelity Asset Manager 20% 94% 3 60 0 0.83% 3.35%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 2.78%
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 2.01%
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 2.95%
Aggressive Allocation FAMRX Fidelity Charles Street Trust: Fidelity Asset Manager 85% 85% 3 60 0 1.23% 1.44%
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund 80% 3 60 0 0.5% 2.6%
Moderate Allocation FASMX Fidelity Charles Street Trust: Fidelity Asset Manager 50% 76% 3 60 0 0.92% 2.35%
Moderate Allocation FASGX Fidelity Charles Street Trust: Fidelity Asset Manager 70% 75% 3 60 0 0.97% 1.83%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
FIXED INCOME
High Yield Bond FAGIX Fidelity Summer Street Trust: Fidelity Capital & Income Fund 91% 3 60 0 0.93% 5.59%
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund 99% 3 60 0 0.69% 1.18%
LARGE GROWTH FDCAX Fidelity Capital Trust: Fidelity Capital Appreciation Fund 73% 3 60 0 0.83% 3.83%
LARGE VALUE FBCVX Fidelity Securities Fund: Fidelity Blue Chip Value Fund 71% 3 60 0 0.63% 3.88%
Average Expense Ratio: 0.7%
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Related Retirement Plans
CHARLES RIVER LABORATORIES, INC. SAVINGS/PLUS 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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