MyPlanIQ 401k Investor Unum Group 401(k) Retirement Plan

Unum Group 401(k) Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Management Tr Company Spartan International Index
Foreign Large Value MINIX Fidelity Management Tr Company MFS International Equity Fund
WORLD STOCK TGADX Fidelity Management Tr Company Templeton Growth Advisor Class
Others
Target Date 2016-2020 FFFDX Fidelity Management Tr Company Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Management Tr Company Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Management Tr Company Fidelity Freedom 2015
FIXED INCOME
Intermediate-Term Bond PTTRX Fidelity Management Tr Company Pacific Investment Management Company Total Return Fund Institutional Class
US EQUITY
LARGE BLEND FDEQX Fidelity Management Tr Company Fidelity Disciplined Equity Fund
Mid-Cap Growth GGOIX Fidelity Management Tr Company Goldman Sachs Growth Opportunities Institutional
SMALL VALUE AVFIX Fidelity Management Tr Company American Beacon Small Cap Value Fund
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Management Tr Company Spartan International Index
Foreign Large Value MINIX Fidelity Management Tr Company MFS International Equity Fund
WORLD STOCK TGADX Fidelity Management Tr Company Templeton Growth Advisor Class
Others
Target Date 2016-2020 FFFDX Fidelity Management Tr Company Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Management Tr Company Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Management Tr Company Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Management Tr Company Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Management Tr Company Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Management Tr Company Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Management Tr Company Fidelity Freedom 2035
Target Date 2050+ FFFHX Fidelity Management Tr Company Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Management Tr Company Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Management Tr Company Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Management Tr Company Fidelity Freedom 2005
Moderate Allocation FPURX Fidelity Management Tr Company Fidelity Puritan Fund
Financial FSLBX Fidelity Management Tr Company BrokerageLink
ROOT CASH Fidelity Management Tr Company Interest Bearing Cash
Target Date 2000-2010 FFFBX Fidelity Management Tr Company Fidelity Freedom 2000
FIXED INCOME
Intermediate-Term Bond PTTRX Fidelity Management Tr Company Pacific Investment Management Company Total Return Fund Institutional Class
US EQUITY
LARGE BLEND FDEQX Fidelity Management Tr Company Fidelity Disciplined Equity Fund
Mid-Cap Growth GGOIX Fidelity Management Tr Company Goldman Sachs Growth Opportunities Institutional
SMALL VALUE AVFIX Fidelity Management Tr Company American Beacon Small Cap Value Fund
LARGE BLEND FUSEX Fidelity Management Tr Company Spartan U.S. Equity Index Fund
MID-CAP VALUE FSMVX Fidelity Management Tr Company Trp Mid Cap Value Fund
LARGE GROWTH RGAFX Fidelity Management Tr Company American Funds Growth of Amer R5
MID-CAP BLEND FSEMX Fidelity Management Tr Company Spartan Extended Mkt Index
LARGE BLEND DNVYX Fidelity Management Tr Company Davis NY Venture Fund Class Y
LARGE GROWTH FCNKX Fidelity Management Tr Company Fidelity Contrafund K
Mid-Cap Growth BGRFX Fidelity Management Tr Company Baron Growth
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 FSIIX Fidelity Management Tr Company Spartan International Index 86% 3 60 0 0.17% 0%
Foreign Large Value MINIX Fidelity Management Tr Company MFS International Equity Fund 85% 3 60 0 1.03% 1.75%
WORLD STOCK TGADX Fidelity Management Tr Company Templeton Growth Advisor Class 81% 3 60 0 0.79% 1.23%
Others
Target Date 2016-2020 FFFDX Fidelity Management Tr Company Fidelity Freedom 2020 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Management Tr Company Fidelity Freedom Income 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Management Tr Company Fidelity Freedom 2015 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Management Tr Company Fidelity Freedom 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Management Tr Company Fidelity Freedom 2040 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Management Tr Company Fidelity Freedom 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Management Tr Company Fidelity Freedom 2035 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Management Tr Company Fidelity Freedom 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Management Tr Company Fidelity Freedom 2010 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Management Tr Company Fidelity Freedom 2045 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Management Tr Company Fidelity Freedom 2005 87% 3 60 0 0.42% 2.92%
Moderate Allocation FPURX Fidelity Management Tr Company Fidelity Puritan Fund 82% 3 60 0 0.5% 4.31%
Financial FSLBX Fidelity Management Tr Company BrokerageLink 71% 3 60 0 0.75% 0%
ROOT CASH Fidelity Management Tr Company Interest Bearing Cash 0% 3 60 0 NA 4.14%
Target Date 2000-2010 FFFBX Fidelity Management Tr Company Fidelity Freedom 2000 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Fidelity Management Tr Company Pacific Investment Management Company Total Return Fund Institutional Class 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE BLEND FDEQX Fidelity Management Tr Company Fidelity Disciplined Equity Fund 96% 3 60 0 0.37% 0.32%
Mid-Cap Growth GGOIX Fidelity Management Tr Company Goldman Sachs Growth Opportunities Institutional 90% 3 60 0 1.41% 0%
SMALL VALUE AVFIX Fidelity Management Tr Company American Beacon Small Cap Value Fund 81% 3 60 0 1.28% 15.5%
LARGE BLEND FUSEX Fidelity Management Tr Company Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.79%
MID-CAP VALUE FSMVX Fidelity Management Tr Company Trp Mid Cap Value Fund 76% 3 60 0 1.08% 0.76%
LARGE GROWTH RGAFX Fidelity Management Tr Company American Funds Growth of Amer R5 75% 3 60 0 0.63% 0.75%
MID-CAP BLEND FSEMX Fidelity Management Tr Company Spartan Extended Mkt Index 75% 3 60 0 0.1% 0%
LARGE BLEND DNVYX Fidelity Management Tr Company Davis NY Venture Fund Class Y 69% 3 60 0 1.75% 8.03%
LARGE GROWTH FCNKX Fidelity Management Tr Company Fidelity Contrafund K 68% 3 60 0 0.55% 4.38%
Mid-Cap Growth BGRFX Fidelity Management Tr Company Baron Growth 40% 3 60 0 1.3% 1.84%
Average Expense Ratio: 0.69%
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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% 10.2% 3.5% 7.9% 6.0% 8.1%

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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:UNM)
The plan consists of 30 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.
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