MyPlanIQ 401k Investor SOFTWARE TECHNOLOGY INC 401K PLAN

SOFTWARE TECHNOLOGY INC 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 45
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FID EMERGING MKTS
Latin America Stock FLATX FID LATIN AMERICA
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FID INTL DISCOVERY
EUROPE STOCK FIEUX FID EUROPE
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Retirement Income FFFAX FID FREEDOM INCOME
FIXED INCOME
Emerging Markets Bond FNMIX FID NEW MARKETS INC
Multisector Bond FSICX FID STRATEGIC INCOME
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
Total Available Funds: 45
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FID EMERGING MKTS
Latin America Stock FLATX FID LATIN AMERICA
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FID INTL DISCOVERY
EUROPE STOCK FIEUX FID EUROPE
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Retirement Income FFFAX FID FREEDOM INCOME
Natural Resources FNARX FID SEL NATURAL RES
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Target Date 2046-2050 FFFHX FID FREEDOM 2050
Target Date 2000-2010 FFFCX FID FREEDOM 2010
Target Date 2041-2045 FFFGX FID FREEDOM 2045
Target Date 2000-2010 FFFVX FID FREEDOM 2005
Moderate Allocation FBALX FID BALANCED
Utilities FSUTX FID SEL UTILITIES
Industrials FSDAX FID SEL DEFENSE
Equity Energy FSENX FID SEL ENERGY
Utilities FIUIX FID TELECOM & UTIL
Consumer Cyclical FDLSX FID SEL LEISURE
Health FSPHX FID SEL HEALTHCARE
Target Date 2051+ FDEEX FID FREEDOM 2055
ROOT CASH FID RETIRE MMKT
Target Date 2000-2010 FFFBX FID FREEDOM 2000
FIXED INCOME
Emerging Markets Bond FNMIX FID NEW MARKETS INC
Multisector Bond FSICX FID STRATEGIC INCOME
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
Inflation-Protected Bond FINPX FID INFLAT PROT BOND
US EQUITY
MID-CAP VALUE FDVLX FID VALUE
LARGE GROWTH FBGRX FID BLUE CHIP GR
LARGE VALUE FEQIX FID EQUITY INC
LARGE GROWTH FCNTX FID CONTRAFUND
LARGE BLEND FDEQX FID DISCIPLND EQTY
MID-CAP BLEND FSLCX FID SMALL CAP STOCK
LARGE VALUE FSLVX FID STKSEL LGCAP VAL
LARGE GROWTH FDCAX FID CAPITAL APPREC
SMALL BLEND FDSCX FID STK SEL SM CAP
LARGE VALUE LBSAX COLUMBIA DIV INC A
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV
LARGE BLEND FUSVX SPTN 500 INDEX ADV
Mid-Cap Growth FSMGX FID MID CAP GROWTH
LARGE GROWTH FEXPX FID EXPORT & MULTI
Total Available Funds: 45
  • 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
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS 96% 1 60 0 0.72% 5.87%
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FID EMERGING MKTS 82% 1 60 0 0.9% 0.61%
Latin America Stock FLATX FID LATIN AMERICA 57% 1 60 0 0.86% 6.89%
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FID INTL DISCOVERY 90% 1 60 0 0.99% 2.71%
EUROPE STOCK FIEUX FID EUROPE 61% 1 60 0 0.76% 3.03%
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020 98% 1 60 0 0.58% 5.64%
Target Date 2011-2015 FFVFX FID FREEDOM 2015 98% 1 60 0 0.54% 4.81%
Retirement Income FFFAX FID FREEDOM INCOME 98% 1 60 0 0.42% 3.12%
Natural Resources FNARX FID SEL NATURAL RES 96% 1 60 0 0.77% 1.48%
Target Date 2026-2030 FFFEX FID FREEDOM 2030 95% 1 60 0 0.66% 4.68%
Target Date 2036-2040 FFFFX FID FREEDOM 2040 95% 1 60 0 0.64% 4.92%
Target Date 2021-2025 FFTWX FID FREEDOM 2025 95% 1 60 0 0.34% 5.15%
Target Date 2031-2035 FFTHX FID FREEDOM 2035 95% 1 60 0 0.7% 4.58%
Target Date 2046-2050 FFFHX FID FREEDOM 2050 94% 1 60 0 0.75% 4.17%
Target Date 2000-2010 FFFCX FID FREEDOM 2010 92% 1 60 0 0.49% 3.83%
Target Date 2041-2045 FFFGX FID FREEDOM 2045 91% 1 60 0 0.75% 4.29%
Target Date 2000-2010 FFFVX FID FREEDOM 2005 87% 1 60 0 0.42% 3.49%
Moderate Allocation FBALX FID BALANCED 79% 1 60 0 0.5% 5.65%
Utilities FSUTX FID SEL UTILITIES 78% 1 60 0 0.74% 5.72%
Industrials FSDAX FID SEL DEFENSE 76% 1 60 0 0.75% 9.73%
Equity Energy FSENX FID SEL ENERGY 76% 1 60 0 0.83% 1.83%
Utilities FIUIX FID TELECOM & UTIL 75% 1 60 0 0.73% 6.16%
Consumer Cyclical FDLSX FID SEL LEISURE 75% 1 60 0 0.74% 10.95%
Health FSPHX FID SEL HEALTHCARE 74% 1 60 0 0.69% 9.11%
Target Date 2051+ FDEEX FID FREEDOM 2055 74% 1 60 0 0.65% 4%
ROOT CASH FID RETIRE MMKT 0% 1 60 0 NA 2.61%
Target Date 2000-2010 FFFBX FID FREEDOM 2000 0% 1 60 0 0.44% 6.09%
FIXED INCOME
Emerging Markets Bond FNMIX FID NEW MARKETS INC 89% 1 60 0 0.82% 4.45%
Multisector Bond FSICX FID STRATEGIC INCOME 74% 1 60 0 0.7% 3.83%
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV 0% 1 60 0 0.11% 2.65%
Inflation-Protected Bond FINPX FID INFLAT PROT BOND 0% 1 60 0 0.45% 5.42%
US EQUITY
MID-CAP VALUE FDVLX FID VALUE 99% 1 60 0 0.76% 15.77%
LARGE GROWTH FBGRX FID BLUE CHIP GR 99% 1 60 0 0.69% 6.03%
LARGE VALUE FEQIX FID EQUITY INC 98% 1 60 0 0.57% 5.21%
LARGE GROWTH FCNTX FID CONTRAFUND 96% 1 60 0 0.55% 5.1%
LARGE BLEND FDEQX FID DISCIPLND EQTY 96% 1 60 0 0.37% 8.75%
MID-CAP BLEND FSLCX FID SMALL CAP STOCK 82% 1 60 0 0.67% 6.61%
LARGE VALUE FSLVX FID STKSEL LGCAP VAL 73% 1 60 0 1.94% 10.42%
LARGE GROWTH FDCAX FID CAPITAL APPREC 73% 1 60 0 0.83% 16.24%
SMALL BLEND FDSCX FID STK SEL SM CAP 70% 1 60 0 1.46% 2.83%
LARGE VALUE LBSAX COLUMBIA DIV INC A 52% 1 60 0 1.16% 1.18%
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV 0% 1 60 0 0.04% 0%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 1 60 0 0.04% 0%
Mid-Cap Growth FSMGX FID MID CAP GROWTH 0% 1 60 0 0.79% 0%
LARGE GROWTH FEXPX FID EXPORT & MULTI 0% 1 60 0 0.74% 0.48%
Average Expense Ratio: 0.68%
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 0.5% 5.6% 0.4% 5.0% 4.5% 7.7%

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

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.5% -5.9% 4.4% 3.8% 8.7% 6.6%

Sign up or Login and subscribe to get rebalance emails for this portfolio

Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.2% 10.1% 2.7% 5.1% 4.4% 6.7%

Sign up or Login and subscribe 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
The plan consists of 46 funds. It covers 5 major asset classes and 35 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity, Fixed Income and REITs.


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.