MyPlanIQ FROG DESIGN INC. SAVINGS AND PROFIT SHARING PLAN

FROG DESIGN INC. SAVINGS AND PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JIGRX JANUS OVERSEAS S
Foreign Large Blend PIIOX PIF INTL EQ IDX R3
Foreign Large Growth OIGAX OPPHMR INTL GROWTH A
Others
Technology FADTX FA TECHNOLOGY A
Target Date 2036-2040 FAFFX FA FREEDOM 2040 A
Target Date 2041-2045 FFFZX FA FREEDOM 2045 A
FIXED INCOME
Intermediate-Term Bond CSIBX CALVERT BOND A 5
US EQUITY
LARGE GROWTH FNIAX FA NEW INSIGHTS A
MID-CAP BLEND FMDCX FED MID CAP INDEX SS
LARGE VALUE MDDVX BLKRK EQUITY DIV A
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JIGRX JANUS OVERSEAS S
Foreign Large Blend PIIOX PIF INTL EQ IDX R3
Foreign Large Growth OIGAX OPPHMR INTL GROWTH A
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Technology FADTX FA TECHNOLOGY A
Target Date 2036-2040 FAFFX FA FREEDOM 2040 A
Target Date 2041-2045 FFFZX FA FREEDOM 2045 A
Target Date 2031-2035 FATHX FA FREEDOM 2035 A
Target Date 2046-2050 FFFLX FA FREEDOM 2050 A
FIXED INCOME
Intermediate-Term Bond CSIBX CALVERT BOND A 5
US EQUITY
LARGE GROWTH FNIAX FA NEW INSIGHTS A
MID-CAP BLEND FMDCX FED MID CAP INDEX SS
LARGE VALUE MDDVX BLKRK EQUITY DIV A
LARGE BLEND FUSVX SPTN 500 INDEX ADV
Total Available Funds: 14
  • 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 Growth JIGRX JANUS OVERSEAS S 90% 3 60 0 2.06% 2.21%
Foreign Large Blend PIIOX PIF INTL EQ IDX R3 50% 3 60 0 0.33% 1.95%
Foreign Large Growth OIGAX OPPHMR INTL GROWTH A 49% 3 60 0 0.76% 0%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 3 60 0 0.07% 2.62%
Others
Technology FADTX FA TECHNOLOGY A 97% 3 60 0 1.21% 0%
Target Date 2036-2040 FAFFX FA FREEDOM 2040 A 67% 3 60 0 1.75% 1.52%
Target Date 2041-2045 FFFZX FA FREEDOM 2045 A 55% 3 60 0 1.25% 1.8%
Target Date 2031-2035 FATHX FA FREEDOM 2035 A 55% 3 60 0 0.96% 1.77%
Target Date 2046-2050 FFFLX FA FREEDOM 2050 A 52% 3 60 0 1% 1.7%
FIXED INCOME
Intermediate-Term Bond CSIBX CALVERT BOND A 5 87% 3 60 0 1.53% 3.48%
US EQUITY
LARGE GROWTH FNIAX FA NEW INSIGHTS A 77% 3 60 0 0.7% 6.28%
MID-CAP BLEND FMDCX FED MID CAP INDEX SS 69% 3 60 0 0.32% 11.71%
LARGE VALUE MDDVX BLKRK EQUITY DIV A 31% 3 60 0 1% 7.02%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 3 60 0 0.04% 1.84%
Average Expense Ratio: 0.93%
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
Related Retirement Plans
FROG DESIGN, INC. SAVINGS AND PROFIT SHARING PLAN
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

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
The investment options have not been imported yet.


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.