MyPlanIQ 401k Investor STERLING INFOSYSTEMS INC. 401K PROFIT SHARING PLAN

STERLING INFOSYSTEMS INC. 401K PROFIT SHARING PLAN Investment Model Portfolios

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STERLING INFOSYSTEMS, INC. 401(K) PROFIT SHARING PLAN
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FTADX Fidelity Advisor International Discovery Fund - Class T 
Others
Target Date 2046-2050 FFFQX Fidelity Advisor Freedom 2050 Fund - Class T 
Target Date 2041-2045 FFFTX Fidelity Advisor Freedom 2045 Fund - Class T 
Target Date 2031-2035 FTTHX Fidelity Advisor Freedom 2035 Fund - Class T 
FIXED INCOME
Multisector Bond FSIAX FA STRAT INCOME T
Intermediate-Term Bond PTTAX PIMCO Total Return CL A 
High Yield Bond FAHYX Fidelity Advisor High Income Advantage Fund - Class T 
US EQUITY
LARGE VALUE PNEAX Allianz NFJ Dividend Value CL A
LARGE BLEND CHTRX INVS CHARTER A
Mid-Cap Growth FITIX Fidelity Advisor Mid Cap II Fund - Class T 
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FTADX Fidelity Advisor International Discovery Fund - Class T 
Others
Target Date 2046-2050 FFFQX Fidelity Advisor Freedom 2050 Fund - Class T 
Target Date 2041-2045 FFFTX Fidelity Advisor Freedom 2045 Fund - Class T 
Target Date 2031-2035 FTTHX Fidelity Advisor Freedom 2035 Fund - Class T 
Target Date 2021-2025 FTTWX Fidelity Advisor Freedom 2025 Fund - Class T 
Target Date 2011-2015 FFVTX Fidelity Advisor Freedom 2015 Fund - Class T 
Target Date 2000-2010 FCFTX Fidelity Advisor Freedom 2010 Fund - Class T 
Target Date 2000-2010 FFTVX Fidelity Advisor Freedom 2005 Fund - Class T 
Target Date 2036-2040 FTFFX Fidelity Advisor Freedom 2040 Fund - Class T 
Target Date 2016-2020 FDTFX Fidelity Advisor Freedom 2020 Fund - Class T 
Target Date 2051+ FHFTX Fidelity Advisor Freedom 2055 Fund - Class T 
Retirement Income FTAFX Fidelity Advisor Freedom Income Fund - Class T 
ROOT CASH Prime Fund - Daily Money Class 
Target Date 2026-2030 FTFEX Fidelity Advisor Freedom 2030 Fund - Class T 
FIXED INCOME
Multisector Bond FSIAX FA STRAT INCOME T
Intermediate-Term Bond PTTAX PIMCO Total Return CL A 
High Yield Bond FAHYX Fidelity Advisor High Income Advantage Fund - Class T 
Intermediate Government FVITX Fidelity Advisor Government Income Fund - Class T 
US EQUITY
LARGE VALUE PNEAX Allianz NFJ Dividend Value CL A
LARGE BLEND CHTRX INVS CHARTER A
Mid-Cap Growth FITIX Fidelity Advisor Mid Cap II Fund - Class T 
SMALL BLEND FSCTX FA SMALL CAP T
SMALL VALUE CSMIX Columbia Small Cap Value I CL A 
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Company Stock Fund - Class T 
LARGE GROWTH FNITX Fidelity Advisor New Insights Fund - Class T 
LARGE VALUE FEIRX Fidelity Advisor Equity Income Fund - Class T 
LARGE BLEND FAVTX Fidelity Advisor Equity Value Fund - Class T 
MID-CAP BLEND QVSCX Oppenheimer Small & Mid Cap Value CLA 
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
INTERNATIONAL EQUITY
Foreign Large Blend FTADX Fidelity Advisor International Discovery Fund - Class T  47% 3 60 0 0.99% 2.29%
Others
Target Date 2046-2050 FFFQX Fidelity Advisor Freedom 2050 Fund - Class T  71% 3 60 0 1% 5.86%
Target Date 2041-2045 FFFTX Fidelity Advisor Freedom 2045 Fund - Class T  65% 3 60 0 1.25% 5.77%
Target Date 2031-2035 FTTHX Fidelity Advisor Freedom 2035 Fund - Class T  64% 3 60 0 0.96% 6.64%
Target Date 2021-2025 FTTWX Fidelity Advisor Freedom 2025 Fund - Class T  62% 3 60 0 1.62% 5.3%
Target Date 2011-2015 FFVTX Fidelity Advisor Freedom 2015 Fund - Class T  61% 3 60 0 1.54% 5.37%
Target Date 2000-2010 FCFTX Fidelity Advisor Freedom 2010 Fund - Class T  58% 3 60 0 0.49% 3.78%
Target Date 2000-2010 FFTVX Fidelity Advisor Freedom 2005 Fund - Class T  55% 3 60 0 1.47% 2.7%
Target Date 2036-2040 FTFFX Fidelity Advisor Freedom 2040 Fund - Class T  54% 3 60 0 1.75% 6.89%
Target Date 2016-2020 FDTFX Fidelity Advisor Freedom 2020 Fund - Class T  54% 3 60 0 0.51% 6.19%
Target Date 2051+ FHFTX Fidelity Advisor Freedom 2055 Fund - Class T  48% 3 60 0 0.75% 5.17%
Retirement Income FTAFX Fidelity Advisor Freedom Income Fund - Class T  43% 3 60 0 1.47% 2.56%
ROOT CASH Prime Fund - Daily Money Class  0% 3 60 0 NA 2.6%
Target Date 2026-2030 FTFEX Fidelity Advisor Freedom 2030 Fund - Class T  0% 3 60 0 0.66% 5.42%
FIXED INCOME
Multisector Bond FSIAX FA STRAT INCOME T 68% 3 60 0 0.97% 2.88%
Intermediate-Term Bond PTTAX PIMCO Total Return CL A  65% 3 60 0 0.8% 4.32%
High Yield Bond FAHYX Fidelity Advisor High Income Advantage Fund - Class T  52% 3 60 0 0.75% 3.6%
Intermediate Government FVITX Fidelity Advisor Government Income Fund - Class T  18% 3 60 0 0.76% 2.74%
US EQUITY
LARGE VALUE PNEAX Allianz NFJ Dividend Value CL A 92% 3 60 0 1.72% 1.48%
LARGE BLEND CHTRX INVS CHARTER A 57% 3 60 0 0.92% 8.08%
Mid-Cap Growth FITIX Fidelity Advisor Mid Cap II Fund - Class T  51% 3 60 0 0.74% 8.95%
SMALL BLEND FSCTX FA SMALL CAP T 50% 3 60 0 2.15% 1.57%
SMALL VALUE CSMIX Columbia Small Cap Value I CL A  50% 3 60 0 0.86% 0.53%
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Company Stock Fund - Class T  49% 3 60 0 0.66% 17.61%
LARGE GROWTH FNITX Fidelity Advisor New Insights Fund - Class T  47% 3 60 0 0.7% 1.53%
LARGE VALUE FEIRX Fidelity Advisor Equity Income Fund - Class T  41% 3 60 0 0.65% 1.34%
LARGE BLEND FAVTX Fidelity Advisor Equity Value Fund - Class T  39% 3 60 0 0.9% 5.02%
MID-CAP BLEND QVSCX Oppenheimer Small & Mid Cap Value CLA  0% 3 60 0 1.16% 13.38%
Average Expense Ratio: 1.04%
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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 1.7% 8.2% 0.4% 4.8% 3.4% 5.9%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.6% 12.4% 3.3% 4.8% 4.0% 5.3%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.8% 9.3% 0.7% 3.4% 3.0% 3.7%

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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 28 funds. It covers 3 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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