MyPlanIQ HARVARD PILGRIM HEALTH CARE INC. PRISM 401K SAVINGS MATCH AND BASIC PLUS PLAN

HARVARD PILGRIM HEALTH CARE INC. PRISM 401K SAVINGS MATCH AND BASIC PLUS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
US EQUITY
LARGE GROWTH FFIDX Fidelity Hastings Street Trust: Fidelity Fund
LARGE BLEND FDGFX Fidelity Securities Fund: Fidelity Dividend Growth Fund
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
Convertibles FCVSX Fidelity Financial Trust: Fidelity Convertible Securities Fund
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
US EQUITY
LARGE GROWTH FFIDX Fidelity Hastings Street Trust: Fidelity Fund
LARGE BLEND FDGFX Fidelity Securities Fund: Fidelity Dividend Growth Fund
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE VALUE FEQTX Fidelity Financial Trust: Fidelity Equity Dividend Income Fund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FDEQX Fidelity Capital Trust: Fidelity Disciplined Equity Fund
LARGE GROWTH FDCAX Fidelity Capital Trust: Fidelity Capital Appreciation Fund
LARGE VALUE FBCVX Fidelity Securities Fund: Fidelity Blue Chip Value Fund
LARGE GROWTH FEXPX Fidelity Summer Street Trust: Fidelity Export & Multinational Fund
Total Available Funds: 20
  • 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
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 1.55%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 2.92%
Convertibles FCVSX Fidelity Financial Trust: Fidelity Convertible Securities Fund 77% 3 60 0 1.04% 2.12%
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund 0% 3 60 0 0.51% 2.06%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 0%
US EQUITY
LARGE GROWTH FFIDX Fidelity Hastings Street Trust: Fidelity Fund 100% 3 60 0 0.46% 0.59%
LARGE BLEND FDGFX Fidelity Securities Fund: Fidelity Dividend Growth Fund 99% 3 60 0 0.77% 1.31%
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund 99% 3 60 0 0.69% 0%
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund 98% 3 60 0 0.57% 1.67%
LARGE VALUE FEQTX Fidelity Financial Trust: Fidelity Equity Dividend Income Fund 97% 3 60 0 0.58% 2.44%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE BLEND FDEQX Fidelity Capital Trust: Fidelity Disciplined Equity Fund 96% 3 60 0 0.37% 0.32%
LARGE GROWTH FDCAX Fidelity Capital Trust: Fidelity Capital Appreciation Fund 73% 3 60 0 0.83% 3.39%
LARGE VALUE FBCVX Fidelity Securities Fund: Fidelity Blue Chip Value Fund 71% 3 60 0 0.63% 1.59%
LARGE GROWTH FEXPX Fidelity Summer Street Trust: Fidelity Export & Multinational Fund 0% 3 60 0 0.74% 1.18%
Average Expense Ratio: 0.6%
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Related Retirement Plans
HARVARD PILGRIM HEALTH CARE, INC. PRISM 401(K) SAVINGS , MATCH AND BASIC PLUS 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

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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
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