MyPlanIQ 401k Investor BARNES GROUP INC. RETIREMENT SAVINGS PLAN

BARNES GROUP INC. RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EIEMX Fidelity Management Tr Company Eaton Vance Structured Emerging Mkts Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Management Tr Company Fidelity Diversified International Fund
Others
Target Date 2016-2020 FFFDX Fidelity Management Tr Company Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Management Tr Company Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Management Tr Company Fidelity Freedom 2030 Fund
FIXED INCOME
Intermediate-Term Bond DBIRX Fidelity Management Tr Company Dreyfus Bond Mkt Index Fund
US EQUITY
LARGE GROWTH FBGRX Fidelity Management Tr Company Fidelity Blue Chip Growth Fund
LARGE VALUE FEQIX Fidelity Management Tr Company Fidelity Equity - Income Fund
Mid-Cap Growth MGOYX Fidelity Management Tr Company Munder Mid Cap Core growth Y
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EIEMX Fidelity Management Tr Company Eaton Vance Structured Emerging Mkts Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Management Tr Company Fidelity Diversified International Fund
Others
Target Date 2016-2020 FFFDX Fidelity Management Tr Company Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Management Tr Company Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Management Tr Company Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Management Tr Company Fidelity Freedom 2040 Fund
Target Date 2050+ FFFHX Fidelity Management Tr Company Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Management Tr Company Fidelity Freedom 2010 Fund
FIXED INCOME
Intermediate-Term Bond DBIRX Fidelity Management Tr Company Dreyfus Bond Mkt Index Fund
US EQUITY
LARGE GROWTH FBGRX Fidelity Management Tr Company Fidelity Blue Chip Growth Fund
LARGE VALUE FEQIX Fidelity Management Tr Company Fidelity Equity - Income Fund
Mid-Cap Growth MGOYX Fidelity Management Tr Company Munder Mid Cap Core growth Y
LARGE BLEND FUSEX Fidelity Management Tr Company Spartan U.S. Equity Index Fund
MID-CAP BLEND FSEMX Fidelity Management Tr Company Spartan Extended Mkt Index
Small Growth FDSCX Fidelity Management Tr Company Fidelity Small Cap Independence Fund
Total Available Funds: 15
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS EIEMX Fidelity Management Tr Company Eaton Vance Structured Emerging Mkts Fund 75% 3 60 0 1.24% 4.36%
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Management Tr Company Fidelity Diversified International Fund 98% 3 60 0 0.65% 1.59%
Others
Target Date 2016-2020 FFFDX Fidelity Management Tr Company Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Management Tr Company Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2026-2030 FFFEX Fidelity Management Tr Company Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Management Tr Company Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2050+ FFFHX Fidelity Management Tr Company Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Management Tr Company Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
FIXED INCOME
Intermediate-Term Bond DBIRX Fidelity Management Tr Company Dreyfus Bond Mkt Index Fund 95% 3 60 0 0.4% 3.44%
US EQUITY
LARGE GROWTH FBGRX Fidelity Management Tr Company Fidelity Blue Chip Growth Fund 99% 3 60 0 0.69% 0%
LARGE VALUE FEQIX Fidelity Management Tr Company Fidelity Equity - Income Fund 98% 3 60 0 0.57% 1.67%
Mid-Cap Growth MGOYX Fidelity Management Tr Company Munder Mid Cap Core growth Y 82% 3 60 0 1.57% 4.61%
LARGE BLEND FUSEX Fidelity Management Tr Company Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.79%
MID-CAP BLEND FSEMX Fidelity Management Tr Company Spartan Extended Mkt Index 75% 3 60 0 0.1% 0%
Small Growth FDSCX Fidelity Management Tr Company Fidelity Small Cap Independence Fund 71% 3 60 0 1.46% 0.22%
Average Expense Ratio: 0.69%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 3.5% 9.7% 2.0% 6.4% 4.4% 6.2%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:B)
The plan consists of 16 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity and Foreign Equity.

The symbol of the company is B.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.