MyPlanIQ 401k Investor METROPCS WIRELESS INC. 401K PLAN

METROPCS WIRELESS INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OPPHMR DEV MKTS A
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX COL/ACORN INTL Z
Foreign Large Growth TIVRX THORNBURG INT VAL R5
Others
Moderate Allocation FPURX FID PURITAN
ROOT CASH FID RETIRE MMKT
Retirement Income FFKAX FID FREEDOM K INCOME
FIXED INCOME
Multisector Bond LSBDX LOOMIS BOND INST
WORLD BOND TPINX TMPL GLOBAL BOND A
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OPPHMR DEV MKTS A
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX COL/ACORN INTL Z
Foreign Large Growth TIVRX THORNBURG INT VAL R5
Others
Moderate Allocation FPURX FID PURITAN
ROOT CASH FID RETIRE MMKT
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050+ FDENX FID FREEDOM K 2055
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
FIXED INCOME
Multisector Bond LSBDX LOOMIS BOND INST
WORLD BOND TPINX TMPL GLOBAL BOND A
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
SHORT GOVERNMENT STABLEVALUE WF STABLE FUND C
US EQUITY
LARGE GROWTH FFIDX FID FIDELITY FUND
LARGE GROWTH FCNTX FID CONTRAFUND
Small Growth PSCZX PRU/J SMALL CO Z
LARGE GROWTH FDGRX FID GROWTH COMPANY
SMALL VALUE NSVAX COL SM CAP VAL II Z
Mid-Cap Growth CLSPX COL MID CAP GRTH Z
MID-CAP VALUE TAMVX TRP MID CAP VAL ADV
LARGE VALUE ANDAX ALLNZ NFJ DIV VAL AD
MID-CAP BLEND FLPSX FID LOW PRICED STK
SMALL BLEND SSMVX WFA SM CAP VAL INV
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
Total Available Funds: 35
  • 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 ODMAX OPPHMR DEV MKTS A 65% 1 60 0 0.84% 0.53%
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS 96% 1 60 0 0.72% 7.38%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX COL/ACORN INTL Z 99% 1 60 0 1.48% 0%
Foreign Large Growth TIVRX THORNBURG INT VAL R5 94% 1 60 0 1.16% 2.46%
Others
Moderate Allocation FPURX FID PURITAN 82% 1 60 0 0.5% 5.77%
ROOT CASH FID RETIRE MMKT 0% 1 60 0 NA 2.67%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 3.89%
Target Date 2050+ FDENX FID FREEDOM K 2055 0% 1 60 0 0.05% 3.38%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 3.89%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 3.92%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 4.66%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 4.48%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 3.82%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 4.63%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 3.87%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 6.93%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 6.98%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 5.14%
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 1 60 0 0.39% 4.72%
FIXED INCOME
Multisector Bond LSBDX LOOMIS BOND INST 82% 1 60 0 0.6% 5.57%
WORLD BOND TPINX TMPL GLOBAL BOND A 73% 1 60 0 0.96% 4.18%
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM 66% 1 60 0 0.8% 3.81%
SHORT GOVERNMENT STABLEVALUE WF STABLE FUND C 16% 1 60 0 NA 29.33%
US EQUITY
LARGE GROWTH FFIDX FID FIDELITY FUND 100% 1 60 0 0.46% 2.76%
LARGE GROWTH FCNTX FID CONTRAFUND 96% 1 60 0 0.55% 3.73%
Small Growth PSCZX PRU/J SMALL CO Z 93% 1 60 0 0.82% 0.56%
LARGE GROWTH FDGRX FID GROWTH COMPANY 90% 1 60 0 0.79% 4.49%
SMALL VALUE NSVAX COL SM CAP VAL II Z 86% 1 60 0 1.27% 7.47%
Mid-Cap Growth CLSPX COL MID CAP GRTH Z 85% 1 60 0 0.88% 0%
MID-CAP VALUE TAMVX TRP MID CAP VAL ADV 61% 1 60 0 0.83% 8.11%
LARGE VALUE ANDAX ALLNZ NFJ DIV VAL AD 33% 1 60 0 1.72% 13.64%
MID-CAP BLEND FLPSX FID LOW PRICED STK 1% 1 60 0 0.92% 17.47%
SMALL BLEND SSMVX WFA SM CAP VAL INV 0% 1 60 0 1.35% 16.46%
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV 0% 1 60 0 0.04% 0%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 4.47%
Average Expense Ratio: 0.71%
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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 9.1% 24.7% 7.1% 9.1% 6.0% 7.6%

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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 35 funds. It covers 5 major asset classes and 30 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, REITs, Fixed Income and Emerging Market Equity.


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