MyPlanIQ HARVARD VANGUARD MEDICAL ASSOCIATES PRISM 401K SAVINGS MATCH AND BASIC PLUS PLAN

HARVARD VANGUARD MEDICAL ASSOCIATES PRISM 401K SAVINGS MATCH AND BASIC PLUS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FMAGX Fidelity Magellan Fund
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
Target Date 2016-2020 TCLTX TIAA-CREF Funds: Lifecycle Funds 2020 Fund; Retirement Class Shares
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Moderate Allocation FASMX Fidelity Charles Street Trust: Fidelity Asset Manager 50%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FMAGX Fidelity Magellan Fund
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
Total Available Funds: 12
  • 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
Others
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 85% 3 60 0 0.64% 1.26%
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund 75% 3 60 0 0.66% 3.25%
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund 73% 3 60 0 0.34% 2.01%
Target Date 2016-2020 TCLTX TIAA-CREF Funds: Lifecycle Funds 2020 Fund; Retirement Class Shares 64% 3 60 0 0.39% 2.34%
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund 54% 3 60 0 0.54% 3.2%
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 54% 3 60 0 0.58% 3.41%
Moderate Allocation FASMX Fidelity Charles Street Trust: Fidelity Asset Manager 50% 37% 3 60 0 0.92% 2.14%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 31% 3 60 0 0.49% 3.21%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 99% 3 60 0 0.55% 4.32%
LARGE GROWTH FMAGX Fidelity Magellan Fund 85% 3 60 0 0.52% 0.34%
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund 77% 3 60 0 0.57% 1.67%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 1.69%
Average Expense Ratio: 0.59%
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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*
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
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