MyPlanIQ 401k Investor FURMANITE CORPORATION 401(k) SAVINGS INVESTMENT PLAN

FURMANITE CORPORATION 401(k) SAVINGS INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRAX VP Distributors Inc. Virtus Real Estate Securities Fund Class A
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg Securities Corporation Thornburg International Value Fund
WORLD STOCK CWGIX American Funds Distributors Inc. Capital World G/I Fund
FOREIGN SMALL/MID GROWTH IEGAX Invesco A I M Distributors Inc. AIM International Small Company Fund
Others
Currency ICPHX Franklin Templeton Distributors Inc. Franklin Money Fund Class A
FIXED INCOME
Intermediate-Term Bond PTTRX Allianz Global Investors Distributors LLC Pacific Investment Management Company Total Return Administrative Class Shares
Muni National Long LMSFX Federated Securities Corporation Federated Capital Reserves Fund
SHORT GOVERNMENT STABLEVALUE Invesco National Tr Company Invesco Stable Value Fund
US EQUITY
LARGE BLEND BTIEX DWS Investments Distributors Inc. DWS Equity 500 Index Fund
SMALL VALUE COVAX Columbia Management Distributors Inc. Columbia Small Cap Value Fund II
LARGE VALUE LAFFX Lord Abbett Distributor LLC Lord Abbett Affiliated Fund Class A
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRAX VP Distributors Inc. Virtus Real Estate Securities Fund Class A
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg Securities Corporation Thornburg International Value Fund
WORLD STOCK CWGIX American Funds Distributors Inc. Capital World G/I Fund
FOREIGN SMALL/MID GROWTH IEGAX Invesco A I M Distributors Inc. AIM International Small Company Fund
Others
Currency ICPHX Franklin Templeton Distributors Inc. Franklin Money Fund Class A
FIXED INCOME
Intermediate-Term Bond PTTRX Allianz Global Investors Distributors LLC Pacific Investment Management Company Total Return Administrative Class Shares
Muni National Long LMSFX Federated Securities Corporation Federated Capital Reserves Fund
SHORT GOVERNMENT STABLEVALUE Invesco National Tr Company Invesco Stable Value Fund
US EQUITY
LARGE BLEND BTIEX DWS Investments Distributors Inc. DWS Equity 500 Index Fund
SMALL VALUE COVAX Columbia Management Distributors Inc. Columbia Small Cap Value Fund II
LARGE VALUE LAFFX Lord Abbett Distributor LLC Lord Abbett Affiliated Fund Class A
LARGE GROWTH AGTHX American Funds Distributors Inc. American Funds Growth Fund of Amer Class A
Mid-Cap Growth VLEOX EULAV Securities Inc. Value Line Emerging Opportunities Fund
Total Available Funds: 13
  • 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 PHRAX VP Distributors Inc. Virtus Real Estate Securities Fund Class A 40% 3 60 0 2.05% 10.56%
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg Securities Corporation Thornburg International Value Fund 94% 3 60 0 1.36% 0.4%
WORLD STOCK CWGIX American Funds Distributors Inc. Capital World G/I Fund 65% 3 60 0 0.53% 3.47%
FOREIGN SMALL/MID GROWTH IEGAX Invesco A I M Distributors Inc. AIM International Small Company Fund 57% 3 60 0 2.23% 0%
Others
Currency ICPHX Franklin Templeton Distributors Inc. Franklin Money Fund Class A 0% 3 60 0 1.3% 1.69%
FIXED INCOME
Intermediate-Term Bond PTTRX Allianz Global Investors Distributors LLC Pacific Investment Management Company Total Return Administrative Class Shares 97% 3 60 0 0.83% 3.98%
Muni National Long LMSFX Federated Securities Corporation Federated Capital Reserves Fund 28% 3 60 0 0.84% 2.21%
SHORT GOVERNMENT STABLEVALUE Invesco National Tr Company Invesco Stable Value Fund 16% 3 60 0 NA 27.03%
US EQUITY
LARGE BLEND BTIEX DWS Investments Distributors Inc. DWS Equity 500 Index Fund 78% 3 60 0 0.2% 1.22%
SMALL VALUE COVAX Columbia Management Distributors Inc. Columbia Small Cap Value Fund II 46% 3 60 0 1.27% 6.99%
LARGE VALUE LAFFX Lord Abbett Distributor LLC Lord Abbett Affiliated Fund Class A 42% 3 60 0 1.47% 1.68%
LARGE GROWTH AGTHX American Funds Distributors Inc. American Funds Growth Fund of Amer Class A 41% 3 60 0 0.3% 0%
Mid-Cap Growth VLEOX EULAV Securities Inc. Value Line Emerging Opportunities Fund 33% 3 60 0 1.18% 0.83%
Average Expense Ratio: 1.13%
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 5.5% 21.0% 9.5% 9.4% 6.5% 9.5%

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:FRM)
The plan consists of 13 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.

The symbol of the complany is FRM.



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.