MyPlanIQ UNIVISION SAVINGS TAX ADVANTAGE RETIREMENT PLAN

UNIVISION SAVINGS TAX ADVANTAGE RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFIED K
Foreign Large Blend FSIVX Spartan International Index Fund - Fidelity Advantage Class
Others
Moderate Allocation FBAKX FID BALANCED K
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
Target Date 2050+ FDENX FID FREEDOM K 2055
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
Short-Term Bond VBITX Vanguard Total Bond Market Index Fund Institutional Shares
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFIED K
Foreign Large Blend FSIVX Spartan International Index Fund - Fidelity Advantage Class
Others
Moderate Allocation FBAKX FID BALANCED K
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
Target Date 2050+ FDENX FID FREEDOM K 2055
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
Short-Term Bond VBITX Vanguard Total Bond Market Index Fund Institutional Shares
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income SHS
LARGE BLEND NBPTX Neuberger Berman Large Cap Value Tr CL
LARGE GROWTH HACAX Harbor Cap Appreciation Instl CL
LARGE BLEND FFDKX FID FUND K
LARGE VALUE FEIKX Fidelity Equity-Income Fund - Class K
MID-CAP VALUE FVLKX FID VALUE K
LARGE GROWTH FOCKX Fidelity OTC Portfolio - Class K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock Fund - Class K
Mid-Cap Growth BGRFX Baron Growth
MID-CAP BLEND FSEVX Spartan Extended Market Index Fund - Fidelity Advantage Class
Mid-Cap Growth RIMSX Rainier Small Mid Cap Equity
SMALL BLEND SSMVX Wells Fargo Adv Small Cap Value Inv CL
LARGE BLEND FUSVX SPTN 500 INDEX ADV
LARGE GROWTH MPCIX Managers Cadence Capital Apprec Instl
Total Available Funds: 34
  • 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 FRESX Fidelity Real Estate Investment Portfolio 97% 3 60 0 0.72% 2.28%
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFIED K 72% 3 60 0 0.99% 4.5%
Foreign Large Blend FSIVX Spartan International Index Fund - Fidelity Advantage Class 0% 3 60 0 0.07% 2.62%
Others
Moderate Allocation FBAKX FID BALANCED K 69% 3 60 0 0.5% 1.66%
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 3 60 0 0.39% 2.83%
Target Date 2050+ FDENX FID FREEDOM K 2055 0% 3 60 0 0.05% 0%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 3 60 0 0.46% 1.44%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 3 60 0 0.63% 1.31%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 3 60 0 0.59% 1.74%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 3 60 0 0.39% 1.34%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 3 60 0 0.5% 2.15%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 3 60 0 0.62% 1.45%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 3 60 0 0.58% 1.47%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 3 60 0 0.51% 2.06%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 3 60 0 0.64% 1.28%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 3 60 0 0.62% 1.49%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 3 60 0 0.54% 1.69%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST 94% 3 60 0 0.15% 3.27%
Short-Term Bond VBITX Vanguard Total Bond Market Index Fund Institutional Shares 4% 3 60 0 0.04% 2.34%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income SHS 97% 3 60 0 1.23% 1.94%
LARGE BLEND NBPTX Neuberger Berman Large Cap Value Tr CL 84% 3 60 0 0.51% 0%
LARGE GROWTH HACAX Harbor Cap Appreciation Instl CL 75% 3 60 0 1.04% 0%
LARGE BLEND FFDKX FID FUND K 68% 3 60 0 0.45% 0.87%
LARGE VALUE FEIKX Fidelity Equity-Income Fund - Class K 68% 3 60 0 0.57% 4.28%
MID-CAP VALUE FVLKX FID VALUE K 68% 3 60 0 0.75% 3.87%
LARGE GROWTH FOCKX Fidelity OTC Portfolio - Class K 67% 3 60 0 0.81% 0.09%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock Fund - Class K 60% 3 60 0 0.82% 18.74%
Mid-Cap Growth BGRFX Baron Growth 40% 3 60 0 1.3% 1.84%
MID-CAP BLEND FSEVX Spartan Extended Market Index Fund - Fidelity Advantage Class 0% 3 60 0 0.07% 1.17%
Mid-Cap Growth RIMSX Rainier Small Mid Cap Equity 0% 3 60 0 1.26% 12.88%
SMALL BLEND SSMVX Wells Fargo Adv Small Cap Value Inv CL 0% 3 60 0 1.35% 0%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 3 60 0 0.04% 1.84%
LARGE GROWTH MPCIX Managers Cadence Capital Apprec Instl 0% 3 60 0 0.73% 0.38%
Average Expense Ratio: 0.61%
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Related Retirement Plans
UNIVISION SAVINGS TAX ADVANTAGE RETIREMENT 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*
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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.


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