MyPlanIQ QUINTILES TRANSNATIONAL CORP. 401K PLAN

QUINTILES TRANSNATIONAL CORP. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGIRX THORNBURG INT VAL R6
Foreign Large Growth TIVRX THORNBURG INT VAL R5
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Others
Target Date 2026-2030 AAETX American Funds Target Date Retirement Series: American Funds 2030 Target Date Retirement Fund; Class A Shares
Target Date 2036-2040 AAGTX American Funds Target Date Retirement Series: American Funds 2040 Target Date Retirement Fund; Class A Shares
Target Date 2031-2035 AAFTX American Funds Target Date Retirement Series: American Funds 2035 Target Date Retirement Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
US EQUITY
LARGE GROWTH FCNKX FID CONTRAFUND K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
LARGE BLEND VINIX VANGUARD INST INDEX
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGIRX THORNBURG INT VAL R6
Foreign Large Growth TIVRX THORNBURG INT VAL R5
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Target Date 2026-2030 AAETX American Funds Target Date Retirement Series: American Funds 2030 Target Date Retirement Fund; Class A Shares
Target Date 2036-2040 AAGTX American Funds Target Date Retirement Series: American Funds 2040 Target Date Retirement Fund; Class A Shares
Target Date 2031-2035 AAFTX American Funds Target Date Retirement Series: American Funds 2035 Target Date Retirement Fund; Class A Shares
Target Date 2021-2025 AADTX American Funds Target Date Retirement Series: American Funds 2025 Target Date Retirement Fund; Class A Shares
Target Date 2011-2015 AABTX American Funds Target Date Retirement Series: American Funds 2015 Target Date Retirement Fund; Class A Shares
Moderate Allocation ABALX American Balanced Fund; Class A Shares
Target Date 2041-2045 AAHTX American Funds Target Date Retirement Series: American Funds 2045 Target Date Retirement Fund; Class A Shares
Target Date 2000-2010 AAATX American Funds Target Date Retirement Series: American Funds 2010 Target Date Retirement Fund; Class A Shares
Target Date 2016-2020 AACTX American Funds Target Date Retirement Series: American Funds 2020 Target Date Retirement Fund; Class A Shares
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
US EQUITY
LARGE GROWTH FCNKX FID CONTRAFUND K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
LARGE BLEND VINIX VANGUARD INST INDEX
LARGE GROWTH FMGKX FID MAGELLAN K
Mid-Cap Growth PJGQX PRU/J MID CAP GRTH Q
SMALL VALUE AVFIX ABF SM CAP VAL INST
LARGE GROWTH HACAX HARBOR CAP APPR INST
LARGE GROWTH AMCPX AMCAP Fund; Class A Shares
Total Available Funds: 29
  • 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
INTERNATIONAL EQUITY
Foreign Large Growth TGIRX THORNBURG INT VAL R6 89% 3 60 0 1.36% 0.4%
Foreign Large Growth TIVRX THORNBURG INT VAL R5 82% 3 60 0 1.16% 1.89%
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 3 60 0 0.99% 4.5%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 3 60 0 0.07% 2.62%
Others
Target Date 2026-2030 AAETX American Funds Target Date Retirement Series: American Funds 2030 Target Date Retirement Fund; Class A Shares 93% 3 60 0 0.33% 3.9%
Target Date 2036-2040 AAGTX American Funds Target Date Retirement Series: American Funds 2040 Target Date Retirement Fund; Class A Shares 93% 3 60 0 1.46% 5.45%
Target Date 2031-2035 AAFTX American Funds Target Date Retirement Series: American Funds 2035 Target Date Retirement Fund; Class A Shares 92% 3 60 0 0.35% 4.72%
Target Date 2021-2025 AADTX American Funds Target Date Retirement Series: American Funds 2025 Target Date Retirement Fund; Class A Shares 89% 3 60 0 0.32% 3.58%
Target Date 2011-2015 AABTX American Funds Target Date Retirement Series: American Funds 2015 Target Date Retirement Fund; Class A Shares 87% 3 60 0 0.3% 3.44%
Moderate Allocation ABALX American Balanced Fund; Class A Shares 86% 3 60 0 0.31% 2.39%
Target Date 2041-2045 AAHTX American Funds Target Date Retirement Series: American Funds 2045 Target Date Retirement Fund; Class A Shares 83% 3 60 0 0.72% 5.72%
Target Date 2000-2010 AAATX American Funds Target Date Retirement Series: American Funds 2010 Target Date Retirement Fund; Class A Shares 77% 3 60 0 0.28% 3.18%
Target Date 2016-2020 AACTX American Funds Target Date Retirement Series: American Funds 2020 Target Date Retirement Fund; Class A Shares 72% 3 60 0 0.3% 3.63%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 3 60 0 0.63% 1.31%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 3 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 3 60 0 0.58% 1.47%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 3 60 0 0.51% 2.06%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 3 60 0 0.62% 1.49%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 3 60 0 0.54% 1.69%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 76% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST 51% 3 60 0 0.15% 3.27%
US EQUITY
LARGE GROWTH FCNKX FID CONTRAFUND K 96% 3 60 0 0.55% 4.38%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 92% 3 60 0 0.82% 18.74%
LARGE BLEND VINIX VANGUARD INST INDEX 86% 3 60 0 0.02% 1.36%
LARGE GROWTH FMGKX FID MAGELLAN K 78% 3 60 0 0.68% 11.94%
Mid-Cap Growth PJGQX PRU/J MID CAP GRTH Q 70% 3 60 0 1.08% 2.94%
SMALL VALUE AVFIX ABF SM CAP VAL INST 68% 3 60 0 1.28% 15.5%
LARGE GROWTH HACAX HARBOR CAP APPR INST 65% 3 60 0 1.04% 0%
LARGE GROWTH AMCPX AMCAP Fund; Class A Shares 20% 3 60 0 0.49% 3.31%
Average Expense Ratio: 0.63%
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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.


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