MyPlanIQ 401k Investor BOTTOMLINE TECHNOLOGIES 401K PLAN

BOTTOMLINE TECHNOLOGIES 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS JFAMX JPMORGAN EMERGING MKTS EQ A
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FID INTL DISCOVERY
Others
Technology FADTX FA TECHNOLOGY A
Moderate Allocation FABLX FA BALANCED A
Natural Resources FFGAX FA GLOBAL CMDTY STK A
FIXED INCOME
Short-Term Bond CSDAX CALVERT SHORT DURATION INC A
Multisector Bond FSTAX FA STRATEGIC INC A
Intermediate Government FVIAX FA GOV INC A
US EQUITY
MID-CAP VALUE VETAX VICTORY ESTABLISHED VAL A
Mid-Cap Growth FIIAX FA MID CAP II A
SMALL BLEND FSCDX FA SMALL CAP A
Total Available Funds: 31
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS JFAMX JPMORGAN EMERGING MKTS EQ A
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FID INTL DISCOVERY
Others
Technology FADTX FA TECHNOLOGY A
Moderate Allocation FABLX FA BALANCED A
Natural Resources FFGAX FA GLOBAL CMDTY STK A
Target Date 2036-2040 FAFFX FA FREEDOM 2040 A
Target Date 2041-2045 FFFZX FA FREEDOM 2045 A
Target Date 2031-2035 FATHX FA FREEDOM 2035 A
Target Date 2021-2025 FATWX FA FREEDOM 2025 A
Target Date 2046-2050 FFFLX FA FREEDOM 2050 A
Target Date 2026-2030 FAFEX FA FREEDOM 2030 A
Target Date 2051+ FHFAX FA FREEDOM 2055 A
Target Date 2011-2015 FFVAX FA FREEDOM 2015 A
Target Date 2016-2020 FDAFX FA FREEDOM 2020 A
Target Date 2000-2010 FACFX FA FREEDOM 2010 A
Target Date 2000-2010 FFAVX FA FREEDOM 2005 A
Retirement Income FAFAX FA FREEDOM INC A
ROOT CASH FID PRIME
FIXED INCOME
Short-Term Bond CSDAX CALVERT SHORT DURATION INC A
Multisector Bond FSTAX FA STRATEGIC INC A
Intermediate Government FVIAX FA GOV INC A
US EQUITY
MID-CAP VALUE VETAX VICTORY ESTABLISHED VAL A
Mid-Cap Growth FIIAX FA MID CAP II A
SMALL BLEND FSCDX FA SMALL CAP A
LARGE BLEND EAERX EV LARGE-CAP CORE A
LARGE GROWTH FNIAX FA NEW INSIGHTS A
LARGE BLEND OGEAX JPMORGAN EQUITY IDX A
LARGE GROWTH MLAAX MAINSTAY LARGE CAP GROWTH A
LARGE VALUE PNEAX ALLIANZ NFJ DIVIDEND VALUE A
LARGE VALUE TWEAX AM CENT EQUITY INC A
SMALL VALUE PCVAX ALLIANZ NFJ SM CAP VAL A
Total Available Funds: 31
  • 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 JFAMX JPMORGAN EMERGING MKTS EQ A 27% 1 60 0 0.79% 0.1%
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FID INTL DISCOVERY 55% 1 60 0 0.99% 1.96%
Others
Technology FADTX FA TECHNOLOGY A 97% 1 60 0 1.21% 0%
Moderate Allocation FABLX FA BALANCED A 93% 1 60 0 1.57% 1.29%
Natural Resources FFGAX FA GLOBAL CMDTY STK A 78% 1 60 0 1.94% 1.86%
Target Date 2036-2040 FAFFX FA FREEDOM 2040 A 67% 1 60 0 1.75% 1.52%
Target Date 2041-2045 FFFZX FA FREEDOM 2045 A 55% 1 60 0 1.25% 1.8%
Target Date 2031-2035 FATHX FA FREEDOM 2035 A 55% 1 60 0 0.96% 1.77%
Target Date 2021-2025 FATWX FA FREEDOM 2025 A 52% 1 60 0 1.62% 2.94%
Target Date 2046-2050 FFFLX FA FREEDOM 2050 A 52% 1 60 0 1% 1.7%
Target Date 2026-2030 FAFEX FA FREEDOM 2030 A 47% 1 60 0 0.66% 2.05%
Target Date 2051+ FHFAX FA FREEDOM 2055 A 43% 1 60 0 0.75% 2.3%
Target Date 2011-2015 FFVAX FA FREEDOM 2015 A 30% 1 60 0 1.54% 2.81%
Target Date 2016-2020 FDAFX FA FREEDOM 2020 A 26% 1 60 0 0.51% 2.58%
Target Date 2000-2010 FACFX FA FREEDOM 2010 A 23% 1 60 0 0.49% 2.97%
Target Date 2000-2010 FFAVX FA FREEDOM 2005 A 10% 1 60 0 1.47% 3.15%
Retirement Income FAFAX FA FREEDOM INC A 10% 1 60 0 1.47% 2.93%
ROOT CASH FID PRIME 0% 1 60 0 NA 4.14%
FIXED INCOME
Short-Term Bond CSDAX CALVERT SHORT DURATION INC A 90% 1 60 0 0.51% 3.42%
Multisector Bond FSTAX FA STRATEGIC INC A 77% 1 60 0 0.97% 3.08%
Intermediate Government FVIAX FA GOV INC A 35% 1 60 0 0.76% 1.62%
US EQUITY
MID-CAP VALUE VETAX VICTORY ESTABLISHED VAL A 86% 1 60 0 1.65% 5.83%
Mid-Cap Growth FIIAX FA MID CAP II A 85% 1 60 0 0.74% 0.21%
SMALL BLEND FSCDX FA SMALL CAP A 83% 1 60 0 2.15% 4.64%
LARGE BLEND EAERX EV LARGE-CAP CORE A 79% 1 60 0 1.73% 11.87%
LARGE GROWTH FNIAX FA NEW INSIGHTS A 77% 1 60 0 0.7% 6.28%
LARGE BLEND OGEAX JPMORGAN EQUITY IDX A 76% 1 60 0 0.45% 1.07%
LARGE GROWTH MLAAX MAINSTAY LARGE CAP GROWTH A 75% 1 60 0 1.33% 0%
LARGE VALUE PNEAX ALLIANZ NFJ DIVIDEND VALUE A 16% 1 60 0 1.72% 16.31%
LARGE VALUE TWEAX AM CENT EQUITY INC A 12% 1 60 0 0.59% 8.62%
SMALL VALUE PCVAX ALLIANZ NFJ SM CAP VAL A 7% 1 60 0 0.89% 16.12%
Average Expense Ratio: 1.14%
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Related Retirement Plans
BOTTOMLINE TECHNOLOGIES, INC
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 0.7% 6.1% -1.3% 4.3% 3.7% 6.3%

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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 31 funds. It covers 4 major asset classes and 27 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.


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