MyPlanIQ 401k Investor Owens Minor 401(k) Savings and Retirement Plan

Owens Minor 401(k) Savings and Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International     
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020     
Retirement Income FFFAX Fidelity Freedom Income     
Target Date 2011-2015 FFVFX Fidelity Freedom 2015     
FIXED INCOME
Intermediate-Term Bond PRADX PIMCO Total Return II Administration     
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income   
LARGE GROWTH FCNTX Fidelity Contrafund     
LARGE BLEND FUSEX Spartan US Equity Index     
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International     
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020     
Retirement Income FFFAX Fidelity Freedom Income     
Target Date 2011-2015 FFVFX Fidelity Freedom 2015     
Target Date 2026-2030 FFFEX Fidelity Freedom 2030   
Target Date 2036-2040 FFFFX Fidelity Freedom 2040     
Target Date 2021-2025 FFTWX Fidelity Freedom 2025   
Target Date 2031-2035 FFTHX Fidelity Freedom 2035   
Target Date 2050+ FFFHX Fidelity Freedom 2050     
Target Date 2041-2045 FFFGX Fidelity Freedom 2045     
Target Date 2000-2010 FFFVX Fidelity Freedom 2005     
Target Date 2000-2010 FACFX Spartan Freedom 2010     
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
ROOT CASH Fidelity Money Market I Fund
FIXED INCOME
Intermediate-Term Bond PRADX PIMCO Total Return II Administration     
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income   
LARGE GROWTH FCNTX Fidelity Contrafund     
LARGE BLEND FUSEX Spartan US Equity Index     
LARGE GROWTH RGAEX American Freedom Growth Fund Amer R4   
SMALL VALUE ASOPX American Beacon Small Cap Value PA     
Mid-Cap Growth RIMSX Rainer Small-Mid Cap     
Total Available Funds: 21
  • 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 FDIVX Fidelity Diversified International      98% 3 60 0 0.65% 1.59%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020      98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income      98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015      98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030    96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040      95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025    95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035    95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050      94% 3 60 0 0.75% 3.56%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045      91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005      87% 3 60 0 0.42% 2.92%
Target Date 2000-2010 FACFX Spartan Freedom 2010      64% 3 60 0 0.49% 2.97%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 0%
ROOT CASH Fidelity Money Market I Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PRADX PIMCO Total Return II Administration      0% 3 60 0 0.75% 1.21%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income    97% 3 60 0 1.23% 1.94%
LARGE GROWTH FCNTX Fidelity Contrafund      96% 3 60 0 0.55% 4.32%
LARGE BLEND FUSEX Spartan US Equity Index      79% 3 60 0 0.09% 1.79%
LARGE GROWTH RGAEX American Freedom Growth Fund Amer R4    39% 3 60 0 0.3% 0%
SMALL VALUE ASOPX American Beacon Small Cap Value PA      0% 3 60 0 NA 0%
Mid-Cap Growth RIMSX Rainer Small-Mid Cap      0% 3 60 0 1.26% 12.88%
Average Expense Ratio: 0.61%
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Related Retirement Plans
OWENS & MINOR 401(K) SAVINGS AND RETIREMENT PLAN
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 2.0% 13.2% 3.8% 9.0% 6.6% 8.1%

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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(Ticker:OMI)
The plan consists of 22 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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