MyPlanIQ SEDGWICK CMS SAVINGS PLAN

SEDGWICK CMS SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Target Date 2046-2050 FFFPX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2050 Fund; Institutional Class Shares
Target Date 2046-2050 FFFLX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2050 Fund; Class A Shares
Target Date 2041-2045 FFFZX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2045 Fund; Class A Shares
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE VALUE CGRWX Oppenheimer Series Fund
SMALL VALUE jsivx Janus Investment Fund: Perkins Small Cap Value Fund; Class L Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond BTUSX DWS Institutional Funds: DWS US Bond Index Fund; Institutional Class Shares
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Target Date 2046-2050 FFFPX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2050 Fund; Institutional Class Shares
Target Date 2046-2050 FFFLX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2050 Fund; Class A Shares
Target Date 2041-2045 FFFZX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2045 Fund; Class A Shares
Target Date 2000-2010 FACFX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2010 Fund; Class A Shares
Target Date 2021-2025 FATWX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2025 Fund; Class A Shares
Target Date 2011-2015 FFVAX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2015 Fund; Class A Shares
Target Date 2026-2030 FAFEX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2030 Fund; Class A Shares
Target Date 2016-2020 FDTFX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2020 Fund; Class T Shares
Retirement Income FAFAX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom Income Fund; Class A Shares
Target Date 2036-2040 faffx Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2040 Fund; Class A Shares
Target Date 2031-2035 fathx Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2035 Fund; Class A Shares
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE VALUE CGRWX Oppenheimer Series Fund
SMALL VALUE jsivx Janus Investment Fund: Perkins Small Cap Value Fund; Class L Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond BTUSX DWS Institutional Funds: DWS US Bond Index Fund; Institutional Class Shares
Total Available Funds: 16
  • 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
Others
Target Date 2046-2050 FFFPX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2050 Fund; Institutional Class Shares 93% 3 60 0 1% 1.79%
Target Date 2046-2050 FFFLX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2050 Fund; Class A Shares 73% 3 60 0 1% 1.7%
Target Date 2041-2045 FFFZX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2045 Fund; Class A Shares 67% 3 60 0 1.25% 1.8%
Target Date 2000-2010 FACFX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2010 Fund; Class A Shares 64% 3 60 0 0.49% 2.97%
Target Date 2021-2025 FATWX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2025 Fund; Class A Shares 63% 3 60 0 1.62% 2.94%
Target Date 2011-2015 FFVAX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2015 Fund; Class A Shares 63% 3 60 0 1.54% 2.81%
Target Date 2026-2030 FAFEX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2030 Fund; Class A Shares 57% 3 60 0 0.66% 2.05%
Target Date 2016-2020 FDTFX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2020 Fund; Class T Shares 54% 3 60 0 0.51% 2.7%
Retirement Income FAFAX Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom Income Fund; Class A Shares 46% 3 60 0 1.47% 2.93%
Target Date 2036-2040 faffx Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2040 Fund; Class A Shares 0% 3 60 0 NA NA
Target Date 2031-2035 fathx Fidelity Aberdeen Street Trust: Fidelity Advisor Freedom 2035 Fund; Class A Shares 0% 3 60 0 NA NA
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 8.07%
LARGE VALUE CGRWX Oppenheimer Series Fund 55% 3 60 0 0.58% 0.85%
SMALL VALUE jsivx Janus Investment Fund: Perkins Small Cap Value Fund; Class L Shares 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond BTUSX DWS Institutional Funds: DWS US Bond Index Fund; Institutional Class Shares 0% 3 60 0 0.39% 2.9%
Average Expense Ratio: 1.07%
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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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