MyPlanIQ 401k Investor COLFAX CORPORATION 401K SAVINGS PLAN PLUS

COLFAX CORPORATION 401K SAVINGS PLAN PLUS

This Plan is unrated.
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRIX CSRIX
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FKEMX
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FDIKX
WORLD STOCK RNPEX RNPEX
Foreign Large Blend FSPSX FSPSX
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Retirement Income VTINX VTINX
FIXED INCOME
Intermediate-Term Bond VBILX VBILX
Inflation-Protected Bond VIPIX VIPIX
Intermediate-Term Bond NERYX NERYX
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRIX CSRIX
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FKEMX
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FDIKX
WORLD STOCK RNPEX RNPEX
Foreign Large Blend FSPSX FSPSX
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Retirement Income VTINX VTINX
Target Date 2031-2035 VTTHX VTTHX
Target Date 2051 VFFVX VFFVX
Target Date 2046-2050 VFIFX VFIFX
Target Date 2051 VTTSX VTTSX
Target Date 2036-2040 VFORX VFORX
Target Date 2026-2030 VTHRX VTHRX
Moderate Allocation FBAKX FBAKX
Target Date 2016-2020 VTWNX VTWNX
Target Date 2061-2065 VLXVX VLXVX
Target Date 2011-2015 VTXVX VTXVX
ROOT CFX CFX
FIXED INCOME
Intermediate-Term Bond VBILX VBILX
Inflation-Protected Bond VIPIX VIPIX
Intermediate-Term Bond NERYX NERYX
SHORT GOVERNMENT STABLEVALUE MORLEY STABLE VALUE
High Yield Bond PHYQX PHYQX
WORLD BOND DSDYX DSDYX
US EQUITY
Small Growth JSMGX JSMGX
SMALL VALUE AVPAX AVPAX
MID-CAP BLEND FSMAX FSMAX
LARGE GROWTH FCNKX FCNKX
LARGE BLEND FXAIX FXAIX
MID-CAP BLEND PFPMX PFPMX
Mid-Cap Growth JDMNX JDMNX
LARGE VALUE CVIRX CVIRX
Total Available Funds: 33
  • 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
REAL ESTATE
REAL ESTATE CSRIX CSRIX 79% 3 60 0 0.75% 3.1%
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FKEMX 74% 3 60 0 0.9% 1.22%
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FDIKX 72% 3 60 0 0.99% 4.5%
WORLD STOCK RNPEX RNPEX 65% 3 60 0 1.47% 5.53%
Foreign Large Blend FSPSX FSPSX 5% 3 60 0 0.03% 2.91%
Others
Target Date 2021-2025 VTTVX VTTVX 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX VTIVX 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX VTINX 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX VTTHX 96% 3 60 0 0.08% 2.34%
Target Date 2051 VFFVX VFFVX 80% 3 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX VFIFX 75% 3 60 0 0.08% 2.02%
Target Date 2051 VTTSX VTTSX 72% 3 60 0 0.08% 1.77%
Target Date 2036-2040 VFORX VFORX 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX VTHRX 70% 3 60 0 0.08% 2.21%
Moderate Allocation FBAKX FBAKX 69% 3 60 0 0.5% 1.66%
Target Date 2016-2020 VTWNX VTWNX 66% 3 60 0 0.08% 4.48%
Target Date 2061-2065 VLXVX VLXVX 0% 3 60 0 0.08% 1.7%
Target Date 2011-2015 VTXVX VTXVX 0% 3 60 0 0.08% 2.59%
ROOT CFX CFX 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond VBILX VBILX 92% 3 60 0 0.07% 3.29%
Inflation-Protected Bond VIPIX VIPIX 91% 3 60 0 0.1% 4.92%
Intermediate-Term Bond NERYX NERYX 89% 3 60 0 0.74% 3.95%
SHORT GOVERNMENT STABLEVALUE MORLEY STABLE VALUE 16% 1 60 0 NA 27.03%
High Yield Bond PHYQX PHYQX 3% 3 60 0 0.51% 6.94%
WORLD BOND DSDYX DSDYX 2% 3 60 0 0.53% 3.14%
US EQUITY
Small Growth JSMGX JSMGX 95% 3 60 0 1.32% 0%
SMALL VALUE AVPAX AVPAX 80% 3 60 0 1.28% 16.09%
MID-CAP BLEND FSMAX FSMAX 69% 3 60 0 0.03% 1.13%
LARGE GROWTH FCNKX FCNKX 68% 3 60 0 0.55% 4.38%
LARGE BLEND FXAIX FXAIX 4% 3 60 0 0.02% 1.04%
MID-CAP BLEND PFPMX PFPMX 2% 3 60 0 0.96% 2.16%
Mid-Cap Growth JDMNX JDMNX 1% 3 60 0 0.92% 17.14%
LARGE VALUE CVIRX CVIRX 0% 3 60 0 1.16% 4.9%
Average Expense Ratio: 0.44%
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Related Retirement Plans
COLFAX CORPORATION 401(K) SAVINGS PLAN PLUS
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 5.7% 20.4% 7.6% 10.4% 8.3% 9.0%

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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 for Portfolio Details or Follow 6.5% 22.0% 8.9% 10.6% 8.4% 10.1%

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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 33 funds. It covers 5 major asset classes and 29 minor asset classes. The major asset classes it covers are US Equity, REITs, Fixed Income, Foreign Equity and Emerging Market Equity.


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