MyPlanIQ 401k Investor LABARGE INC. EMPLOYEE SAVINGS PLAN

LABARGE INC. EMPLOYEE SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
US EQUITY
LARGE VALUE FEQIX Fidelity Equity-Income Fund
LARGE GROWTH FCNTX Fidelity Contrafund Fund
MID-CAP BLEND RSVAX RS Value A
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Tot Return ADM
LONG GOVERNMENT PLTPX PIMCO Long-term U.S. Government A Fund
Total Available Funds: 34
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Natural Resources FNARX Fidelity Select Natural Resources Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Moderate Allocation OAKBX Oakmark Equity and Income I Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
EQUITY PEZ Fidelity Sel Cons Discr
Utilities FSUTX Fidelity Select Utilities
Industrials FCYIX Fidelity Select Industrials
Health FSPHX Fidelity Select Health Care Fund
Technology FSPTX Fidelity Select Technology
Financial FIDSX Fidelity Select Financial
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
EQUITY Fidelity Emerging Fidelity Emerging Mrkts
ROOT CASH Fidelity Retirement Money Market Fund
US EQUITY
LARGE VALUE FEQIX Fidelity Equity-Income Fund
LARGE GROWTH FCNTX Fidelity Contrafund Fund
MID-CAP BLEND RSVAX RS Value A
LARGE BLEND FUSEX Spartan US Equity Index Fund
SMALL BLEND RSPFX RS Partners Fund Class A
LARGE VALUE TEBIX FKLN Mutual Beacon A
MID-CAP BLEND FLPSX Fidelity Low-priced Stock Fund
MID-CAP VALUE AFSVX Alliance/Bernstein Small Mid Cap Value
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Tot Return ADM
LONG GOVERNMENT PLTPX PIMCO Long-term U.S. Government A Fund
Total Available Funds: 34
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets 89% 3 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 1.59%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 3.2%
Natural Resources FNARX Fidelity Select Natural Resources Fund 96% 3 60 0 0.77% 1.55%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Moderate Allocation OAKBX Oakmark Equity and Income I Fund 91% 3 60 0 0.83% 2.3%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 2.92%
EQUITY PEZ Fidelity Sel Cons Discr 84% 3 60 0 0.6% 0.71%
Utilities FSUTX Fidelity Select Utilities 77% 3 60 0 0.74% 2.75%
Industrials FCYIX Fidelity Select Industrials 74% 3 60 0 0.76% 0.72%
Health FSPHX Fidelity Select Health Care Fund 73% 3 60 0 0.69% 0%
Technology FSPTX Fidelity Select Technology 73% 3 60 0 0.7% 0.01%
Financial FIDSX Fidelity Select Financial 69% 3 60 0 0.75% 1.22%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 0%
EQUITY Fidelity Emerging Fidelity Emerging Mrkts 0% 3 60 0 NA NA
ROOT CASH Fidelity Retirement Money Market Fund 0% 1 60 0 NA 4.14%
US EQUITY
LARGE VALUE FEQIX Fidelity Equity-Income Fund 98% 3 60 0 0.57% 1.67%
LARGE GROWTH FCNTX Fidelity Contrafund Fund 96% 3 60 0 0.55% 4.32%
MID-CAP BLEND RSVAX RS Value A 91% 3 60 0 1.3% 6.42%
LARGE BLEND FUSEX Spartan US Equity Index Fund 79% 3 60 0 0.09% 1.79%
SMALL BLEND RSPFX RS Partners Fund Class A 40% 3 60 0 1.12% 5.35%
LARGE VALUE TEBIX FKLN Mutual Beacon A 31% 3 60 0 1.77% 2.17%
MID-CAP BLEND FLPSX Fidelity Low-priced Stock Fund 1% 3 60 0 0.92% 1.69%
MID-CAP VALUE AFSVX Alliance/Bernstein Small Mid Cap Value 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Tot Return ADM 66% 3 60 0 0.8% 4.94%
LONG GOVERNMENT PLTPX PIMCO Long-term U.S. Government A Fund 43% 3 60 0 0.49% 2.28%
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*
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(Ticker:LB)
The plan consists of 36 funds. It covers 4 major asset classes and 28 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Emerging Market Equity and Foreign Equity.

The symbol of the complany is LB.



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