MyPlanIQ UNITED STATIONERS 401K SAVINGS PLAN

UNITED STATIONERS 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX AIM Investment Securities Funds (Invesco Investment Securities Funds): Invesco Real Estate Fund; Class A Shs
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund
US EQUITY
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX AIM Investment Securities Funds (Invesco Investment Securities Funds): Invesco Real Estate Fund; Class A Shs
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund
US EQUITY
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
SMALL VALUE KDSAX DWS Value Series
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 IARAX AIM Investment Securities Funds (Invesco Investment Securities Funds): Invesco Real Estate Fund; Class A Shs 46% 3 60 0 1.16% 1.49%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 98% 3 60 0 0.65% 1.59%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.01%
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund 82% 3 60 0 0.5% 4.31%
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund 78% 3 60 0 0.45% 3.11%
US EQUITY
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund 93% 3 60 0 1.01% 0%
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund 90% 3 60 0 0.79% 4.95%
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares 79% 3 60 0 0.09% 1.79%
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares 78% 3 60 0 0.94% 1.65%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 1.69%
SMALL VALUE KDSAX DWS Value Series 0% 3 60 0 1.3% 10.73%
Average Expense Ratio: 0.7%
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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*
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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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