MyPlanIQ 401k Investor JANUS RESEARCH GROUP 401K PLAN

JANUS RESEARCH GROUP 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2046-2050 FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Moderate Allocation FBALX Fidelity Balanced
Target Date 2051+ FDEEX Fidelity Freedom 2055
ROOT CASH FID RET GOVT MM
World Allocation FGBLX Fidelity Global Balanced
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value
LARGE VALUE AAGPX American Beacon Lg Cap Value Inv
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP BLEND FSLSX Fidelity Value Strategies
LARGE BLEND FVDFX Fidelity Value Discovery
LARGE BLEND MSIGX Oppenheimer Main Street A
SMALL BLEND RSPFX RS Partners A
Small Growth BSCFX Baron Small Cap Retail
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Original
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
Total Available Funds: 33
  • 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 97% 3 60 0 0.72% 2.28%
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide 99% 3 60 0 0.95% 0.84%
Foreign Large Blend FIGRX Fidelity International Discovery 90% 3 60 0 0.99% 1.96%
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg 0% 3 60 0 0.07% 2.62%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 1.55%
Target Date 2046-2050 FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 2.92%
Moderate Allocation FBALX Fidelity Balanced 80% 3 60 0 0.5% 1.59%
Target Date 2051+ FDEEX Fidelity Freedom 2055 74% 3 60 0 0.65% 2.66%
ROOT CASH FID RET GOVT MM 0% 1 60 0 NA 4.14%
World Allocation FGBLX Fidelity Global Balanced 0% 3 60 0 1.06% 6.65%
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income 91% 3 60 0 0.93% 4.03%
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 3 60 0 0.5% 3.24%
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg 0% 3 60 0 0.11% 0%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value 99% 3 60 0 0.76% 0.99%
LARGE VALUE AAGPX American Beacon Lg Cap Value Inv 98% 3 60 0 0.94% 1.57%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
MID-CAP BLEND FSLSX Fidelity Value Strategies 74% 3 60 0 1.15% 0.61%
LARGE BLEND FVDFX Fidelity Value Discovery 68% 3 60 0 0.8% 5.3%
LARGE BLEND MSIGX Oppenheimer Main Street A 40% 3 60 0 0.49% 0%
SMALL BLEND RSPFX RS Partners A 40% 3 60 0 1.12% 5.35%
Small Growth BSCFX Baron Small Cap Retail 39% 3 60 0 1.31% 3.11%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 1.17%
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Original 0% 3 60 0 1.26% 12.88%
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg 0% 3 60 0 0.04% 1.84%
Average Expense Ratio: 0.66%
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
Related Retirement Plans
JANUS RESEARCH GROUP 401(K) 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 0.6% -2.6% 3.0% 4.2% 8.6% 6.4%

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 33 funds. It covers 4 major asset classes and 27 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.


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.