MyPlanIQ 401k Investor UNDERWRITERS LABORATORIES INC. FINANCIAL SECURITY PLAN

UNDERWRITERS LABORATORIES INC. FINANCIAL SECURITY PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Fund
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTL STK
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
Foreign Large Blend RERGX AF EUROPAC GROWTH R6
Others
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2046-2050 FIPFX FID FREEDOM 2050 W
Target Date 2041-2045 FIOFX FID FREEDOM 2045 W
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Fund
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTL STK
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
Foreign Large Blend RERGX AF EUROPAC GROWTH R6
Foreign Large Blend FSPNX SPTN INTL INDEX INS
Others
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2046-2050 FIPFX FID FREEDOM 2050 W
Target Date 2041-2045 FIOFX FID FREEDOM 2045 W
Target Date 2031-2035 FIHFX FID FREEDOM 2035 W
Target Date 2021-2025 FQIFX FID FREEDOM 2025 W
Target Date 2011-2015 FLIFX FID FREEDOM 2015 W
Target Date 2036-2040 FBIFX FID FREEDOM 2040 W
Target Date 2026-2030 FXIFX FID FREEDOM 2030 W
Target Date 2000-2010 FKIFX FID FREEDOM 2010 W
Target Date 2016-2020 FPIFX FID FREEDOM 2020 W
ROOT CASH Vanguard Prime Money Market Fund
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG
US EQUITY
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Fund
SMALL BLEND VSCIX VANG SM CAP IDX INST
LARGE GROWTH FGCKX FID GROWTH CO K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
LARGE VALUE VRVIX Vanguard Russell 1000 Value Index Fund
LARGE BLEND VCVLX VANG CAPITAL VAL INV
LARGE BLEND FSKTX SPTN TOT MKT IDX INS
SMALL BLEND RLPIX ROYCE LOW PR STK IS
Total Available Funds: 27
  • 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 Fund 97% 3 60 0 0.72% 2.28%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTL STK 99% 3 60 0 0.52% 2.33%
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund 86% 3 60 0 0.17% 0%
Foreign Large Blend RERGX AF EUROPAC GROWTH R6 32% 3 60 0 0.9% 4.03%
Foreign Large Blend FSPNX SPTN INTL INDEX INS 0% 3 60 0 0.05% 2.63%
Others
Retirement Income FFFAX FID FREEDOM INCOME 98% 3 60 0 0.42% 2.89%
Target Date 2046-2050 FIPFX FID FREEDOM 2050 W 54% 3 60 0 0.12% 1.66%
Target Date 2041-2045 FIOFX FID FREEDOM 2045 W 42% 3 60 0 0.06% 1.67%
Target Date 2031-2035 FIHFX FID FREEDOM 2035 W 40% 3 60 0 0.12% 1.79%
Target Date 2021-2025 FQIFX FID FREEDOM 2025 W 38% 3 60 0 0.06% 2.19%
Target Date 2011-2015 FLIFX FID FREEDOM 2015 W 37% 3 60 0 0.06% 2.49%
Target Date 2036-2040 FBIFX FID FREEDOM 2040 W 35% 3 60 0 0.12% 1.69%
Target Date 2026-2030 FXIFX FID FREEDOM 2030 W 34% 3 60 0 0.06% 2.24%
Target Date 2000-2010 FKIFX FID FREEDOM 2010 W 31% 3 60 0 0.06% 2.62%
Target Date 2016-2020 FPIFX FID FREEDOM 2020 W 22% 3 60 0 0.06% 2.35%
ROOT CASH Vanguard Prime Money Market Fund 0% 3 60 0 NA 4.14%
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond Fund 100% 3 60 0 0.5% 3.29%
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG 0% 3 60 0 0.1% 2.96%
US EQUITY
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Fund 94% 3 60 0 0.09% 1.62%
SMALL BLEND VSCIX VANG SM CAP IDX INST 80% 3 60 0 0.05% 1.55%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 3 60 0 0.79% 4.92%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 60% 3 60 0 0.82% 18.74%
LARGE VALUE VRVIX Vanguard Russell 1000 Value Index Fund 2% 3 60 0 0.08% 1.47%
LARGE BLEND VCVLX VANG CAPITAL VAL INV 0% 3 60 0 0.29% 2.23%
LARGE BLEND FSKTX SPTN TOT MKT IDX INS 0% 3 60 0 0.03% 1.68%
SMALL BLEND RLPIX ROYCE LOW PR STK IS 0% 3 60 0 1.19% 5.95%
Average Expense Ratio: 0.32%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 -0.5% -2.6% 2.6% 3.6% 8.1% 6.2%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 28 funds. It covers 4 major asset classes and 20 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, REITs and Fixed Income.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.