MyPlanIQ 401k Investor Cortina Systems 401K Plan

Cortina Systems 401K Plan Investment Model Portfolios

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CORTINA SYSTEMS 401K PLAN
Investment Options
Total Available Funds: 39
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX fidelity real estate investment fund
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX lazard emerging markets equity open class
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX fidelity diversified international fund
Foreign Large Blend FOSFX fidelity overseas fund
Foreign Large Growth JIGRX janus overseas fund class s
Others
Target Date 2016-2020 FFFDX fidelity freedom 2020 fund
Target Date 2011-2015 FFVFX fidelity freedom 2015 fund
Retirement Income FFFAX fidelity freedom income fund
US EQUITY
LARGE BLEND FFIDX fidelity fund
LARGE BLEND FDGFX fidelity dividend growth fund
MID-CAP VALUE FDVLX fidelity value fund
Total Available Funds: 39
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX fidelity real estate investment fund
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX lazard emerging markets equity open class
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX fidelity diversified international fund
Foreign Large Blend FOSFX fidelity overseas fund
Foreign Large Growth JIGRX janus overseas fund class s
Others
Target Date 2016-2020 FFFDX fidelity freedom 2020 fund
Target Date 2011-2015 FFVFX fidelity freedom 2015 fund
Retirement Income FFFAX fidelity freedom income fund
Target Date 2026-2030 FFFEX fidelity freedom 2030 fund
Target Date 2036-2040 FFFFX fidelity freedom 2040 fund
Target Date 2021-2025 FFTWX fidelity freedom 2025 fund
Target Date 2031-2035 FFTHX fidelity freedom 2035 fund
Target Date 2050+ FFFHX fidelity freedom 2050 fund
Target Date 2000-2010 FFFCX fidelity freedom 2010 fund
Target Date 2041-2045 FFFGX fidelity freedom 2045 fund
ROOT CASH fidelity retirement money market portfolio
Target Date 2000-2010 FFFBX fidelity freedom 2000 fund
US EQUITY
LARGE BLEND FFIDX fidelity fund
LARGE BLEND FDGFX fidelity dividend growth fund
MID-CAP VALUE FDVLX fidelity value fund
LARGE GROWTH FBGRX fidelity blue chip growth fund
LARGE VALUE FEQIX fidelity equity income fund
LARGE VALUE FEQTX fidelity equity income ii fund
LARGE GROWTH FLCSX fidelity large-cap stock fund
LARGE GROWTH FCNTX fidelity contra fund
LARGE GROWTH FOCPX fidelity otc portfolio fund
LARGE BLEND FSTMX spartan total market index fund
SMALL VALUE FCPVX fidelity small cap value fund
LARGE GROWTH FDGRX fidelity growth company fund
SMALL BLEND FSCRX fidelity small cap discovery fund
Mid-Cap Growth FMCSX fidelity mid-cap stock fund
MID-CAP BLEND FSEMX spartan extended market index fund
MID-CAP BLEND FSLSX fidelity value strategies fund
Mid-Cap Growth FDEGX fidelity growth strategies fund
LARGE GROWTH FFTYX fidelity fifty fund
LARGE GROWTH FEXPX fidelity export and multinational fund
FIXED INCOME
Short-Term Bond FSHBX fidelity short term bond fund
Intermediate-Term Bond FTHRX fidelity intermediate bond fund
Inflation-Protected Bond PARRX pimco real return fund administrative class
Total Available Funds: 39
  • 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 96% 3 60 0 0.72% 5.87%
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX lazard emerging markets equity open class 60% 3 60 0 1.07% 2.62%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX fidelity diversified international fund 98% 3 60 0 0.65% 3.66%
Foreign Large Blend FOSFX fidelity overseas fund 88% 3 60 0 0.95% 1.31%
Foreign Large Growth JIGRX janus overseas fund class s 28% 3 60 0 2.06% 1.21%
Others
Target Date 2016-2020 FFFDX fidelity freedom 2020 fund 98% 3 60 0 0.58% 5.64%
Target Date 2011-2015 FFVFX fidelity freedom 2015 fund 98% 3 60 0 0.54% 4.81%
Retirement Income FFFAX fidelity freedom income fund 98% 3 60 0 0.42% 3.12%
Target Date 2026-2030 FFFEX fidelity freedom 2030 fund 95% 3 60 0 0.66% 4.68%
Target Date 2036-2040 FFFFX fidelity freedom 2040 fund 95% 3 60 0 0.64% 4.92%
Target Date 2021-2025 FFTWX fidelity freedom 2025 fund 95% 3 60 0 0.34% 5.15%
Target Date 2031-2035 FFTHX fidelity freedom 2035 fund 95% 3 60 0 0.7% 4.58%
Target Date 2050+ FFFHX fidelity freedom 2050 fund 94% 3 60 0 0.75% 4.17%
Target Date 2000-2010 FFFCX fidelity freedom 2010 fund 92% 3 60 0 0.49% 3.83%
Target Date 2041-2045 FFFGX fidelity freedom 2045 fund 91% 3 60 0 0.75% 4.29%
ROOT CASH fidelity retirement money market portfolio 0% 3 60 0 NA 2.61%
Target Date 2000-2010 FFFBX fidelity freedom 2000 fund 0% 3 60 0 0.44% 6.09%
US EQUITY
LARGE BLEND FFIDX fidelity fund 100% 3 60 0 0.46% 0%
LARGE BLEND FDGFX fidelity dividend growth fund 99% 3 60 0 0.77% 9.25%
MID-CAP VALUE FDVLX fidelity value fund 99% 3 60 0 0.76% 15.77%
LARGE GROWTH FBGRX fidelity blue chip growth fund 99% 3 60 0 0.69% 6.03%
LARGE VALUE FEQIX fidelity equity income fund 98% 3 60 0 0.57% 5.21%
LARGE VALUE FEQTX fidelity equity income ii fund 97% 3 60 0 0.58% 8.49%
LARGE GROWTH FLCSX fidelity large-cap stock fund 96% 3 60 0 0.76% 4.55%
LARGE GROWTH FCNTX fidelity contra fund 96% 3 60 0 0.55% 5.1%
LARGE GROWTH FOCPX fidelity otc portfolio fund 94% 3 60 0 0.81% 12.46%
LARGE BLEND FSTMX spartan total market index fund 93% 3 60 0 0.09% 1.23%
SMALL VALUE FCPVX fidelity small cap value fund 91% 3 60 0 1.5% 6.38%
LARGE GROWTH FDGRX fidelity growth company fund 90% 3 60 0 0.79% 8.73%
SMALL BLEND FSCRX fidelity small cap discovery fund 90% 3 60 0 1.07% 7.67%
Mid-Cap Growth FMCSX fidelity mid-cap stock fund 77% 3 60 0 0.75% 5.61%
MID-CAP BLEND FSEMX spartan extended market index fund 76% 3 60 0 0.1% 1.33%
MID-CAP BLEND FSLSX fidelity value strategies fund 74% 3 60 0 1.15% 10.04%
Mid-Cap Growth FDEGX fidelity growth strategies fund 72% 3 60 0 0.72% 8.35%
LARGE GROWTH FFTYX fidelity fifty fund 20% 3 60 0 1.65% 20.76%
LARGE GROWTH FEXPX fidelity export and multinational fund 0% 3 60 0 0.74% 0.48%
FIXED INCOME
Short-Term Bond FSHBX fidelity short term bond fund 100% 3 60 0 0.5% 3.87%
Intermediate-Term Bond FTHRX fidelity intermediate bond fund 78% 3 60 0 0.45% 3.3%
Inflation-Protected Bond PARRX pimco real return fund administrative class 60% 3 60 0 1.37% 2.6%
Average Expense Ratio: 0.75%
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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 0.0% 7.2% 3.2% 6.7% 5.2% 7.9%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.9% 10.5% 3.8% 6.2% 3.8% 6.2%

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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*
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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(Ticker:BSX)
The plan consists of 40 funds. It covers 5 major asset classes and 26 minor asset classes. The major asset classes it covers are Fixed Income, Emerging Market Equity, Foreign Equity, US Equity and REITs.
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