MyPlanIQ 401k Investor BARRICK RETIREMENT PLAN

BARRICK RETIREMENT PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Moderate Allocation DODBX DODGE & COX BALANCED
ROOT CASH FID RETIRE MMKT
Retirement Income FFKAX FID FREEDOM K INCOME
FIXED INCOME
Inflation-Protected Bond VIPSX VANG INFL PROT SEC
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Moderate Allocation DODBX DODGE & COX BALANCED
ROOT CASH FID RETIRE MMKT
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050+ FDENX FID FREEDOM K 2055
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
FIXED INCOME
Inflation-Protected Bond VIPSX VANG INFL PROT SEC
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG
US EQUITY
SMALL VALUE ROFIX ROYCE OPPORTUNITY I
LARGE VALUE DODGX DODGE & COX STOCK
Mid-Cap Growth MGOYX MUNDER MDCPCORE GR Y
MID-CAP VALUE FSMVX H & W MID CAP VAL I
LARGE GROWTH FGCKX FID GROWTH CO K
Small Growth HDMBX HARTFORD SMCO HLS IA
MID-CAP BLEND VMISX VANG MID CAP IDX SIG
LARGE BLEND FXSIX SPTN 500 INDEX INST
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
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS 97% 1 60 0 0.72% 2.28%
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 1 60 0 0.99% 4.5%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 1 60 0 0.07% 2.62%
Others
Moderate Allocation DODBX DODGE & COX BALANCED 93% 1 60 0 0.42% 2.56%
ROOT CASH FID RETIRE MMKT 0% 1 60 0 NA 4.14%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 1.34%
Target Date 2050+ FDENX FID FREEDOM K 2055 0% 1 60 0 0.05% 0%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 2.15%
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 1 60 0 0.39% 2.83%
FIXED INCOME
Inflation-Protected Bond VIPSX VANG INFL PROT SEC 98% 1 60 0 0.07% 4.24%
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 1 60 0 0.83% 3.98%
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG 0% 1 60 0 0.1% 2.96%
US EQUITY
SMALL VALUE ROFIX ROYCE OPPORTUNITY I 96% 1 60 0 1.85% 4.81%
LARGE VALUE DODGX DODGE & COX STOCK 93% 1 60 0 0.52% 4.95%
Mid-Cap Growth MGOYX MUNDER MDCPCORE GR Y 82% 1 60 0 1.57% 4.61%
MID-CAP VALUE FSMVX H & W MID CAP VAL I 76% 1 60 0 1.08% 0.76%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 1 60 0 0.79% 4.92%
Small Growth HDMBX HARTFORD SMCO HLS IA 36% 1 60 0 1.04% 0%
MID-CAP BLEND VMISX VANG MID CAP IDX SIG 0% 1 60 0 0.1% 1.26%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 1 60 0 0.04% 0%
Average Expense Ratio: 0.6%
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Related Retirement Plans
BARRICK RETIREMENT PLAN
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 0.1% 9.1% 1.4% 5.0% 5.0% 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
The plan consists of 31 funds. It covers 4 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.


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