MyPlanIQ 401k Investor RED HAT INC. 401K AND PROFIT SHARING PLAN

RED HAT INC. 401K AND PROFIT SHARING PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
INTERNATIONAL EQUITY
Foreign Large Value MINJX MFS International Value R5
Foreign Large Blend RERGX AF EUROPAC GROWTH R6
Others
Moderate Allocation FPUKX Fidelity Puritan K
ROOT CASH FID RETIRE MMKT
Retirement Income FFKAX FID FREEDOM K INCOME
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RETURN INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
US EQUITY
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE GROWTH FGCKX FID GROWTH CO K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
Total Available Funds: 30
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
INTERNATIONAL EQUITY
Foreign Large Value MINJX MFS International Value R5
Foreign Large Blend RERGX AF EUROPAC GROWTH R6
Others
Moderate Allocation FPUKX Fidelity Puritan K
ROOT CASH FID RETIRE MMKT
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050+ FDENX FID FREEDOM K 2055
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RETURN INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
US EQUITY
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE GROWTH FGCKX FID GROWTH CO K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
SMALL BLEND FSCRX FID SM CAP DISCOVERY
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl
SMALL VALUE FCPVX FID SMALL CAP VALUE
LARGE VALUE MEIKX MFS Value R5
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I
LARGE BLEND FSKTX SPTN TOT MKT IDX INS
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
Total Available Funds: 30
  • 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 FID REAL ESTATE INVS 41% 1 60 0 0.72% 2.28%
INTERNATIONAL EQUITY
Foreign Large Value MINJX MFS International Value R5 58% 3 60 0 0.61% 0%
Foreign Large Blend RERGX AF EUROPAC GROWTH R6 34% 1 60 0 0.9% 4.03%
Others
Moderate Allocation FPUKX Fidelity Puritan K 100% 3 60 0 0.5% 4.37%
ROOT CASH FID RETIRE MMKT 0% 1 60 0 NA 4.14%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 1.34%
Target Date 2050+ FDENX FID FREEDOM K 2055 0% 1 60 0 0.05% 0%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 2.15%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 1.44%
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 1 60 0 0.39% 2.83%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RETURN INST 76% 1 60 0 0.83% 3.98%
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST 51% 1 60 0 0.15% 3.27%
US EQUITY
LARGE GROWTH FCNKX FID CONTRAFUND K 96% 1 60 0 0.55% 4.38%
LARGE GROWTH FGCKX FID GROWTH CO K 95% 1 60 0 0.79% 4.92%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K 92% 3 60 0 0.82% 18.74%
SMALL BLEND FSCRX FID SM CAP DISCOVERY 91% 1 60 0 1.07% 1.16%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl 82% 3 60 0 1.18% 0.85%
SMALL VALUE FCPVX FID SMALL CAP VALUE 79% 1 60 0 1.5% 3.99%
LARGE VALUE MEIKX MFS Value R5 52% 3 60 0 0.8% 8.72%
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I 9% 1 60 0 0.74% 0%
LARGE BLEND FSKTX SPTN TOT MKT IDX INS 0% 1 60 0 0.03% 1.68%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 1.17%
Average Expense Ratio: 0.61%
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Related Retirement Plans
RED HAT, INC. 401(K) AND PROFIT SHARING PLAN
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 2.8% 11.8% 2.3% 5.9% 5.8% 8.0%

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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 42 funds. It covers 4 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity and Fixed Income.


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