MyPlanIQ 401k Investor ENZO BIOCHEM, INC. SALARY REDUCTION PROFIT SHARING PLAN

ENZO BIOCHEM, INC. SALARY REDUCTION PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Mkts Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Mutual Fund
Foreign Large Blend FSIIX Spartan International Index Mutual Fund
FOREIGN SMALL/MID GROWTH LAFAX Columbia Acorn International Select Mutual Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Mutual Fund
US EQUITY
LARGE BLEND FFIDX Fidelity
SMALL BLEND NBGEX Neuberger Berman Genesis Mutual Fund
LARGE GROWTH FCNTX Fidelity Contrafund Mutual Fund
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Mkts Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Mutual Fund
Foreign Large Blend FSIIX Spartan International Index Mutual Fund
FOREIGN SMALL/MID GROWTH LAFAX Columbia Acorn International Select Mutual Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Mutual Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Mutual Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Mutual Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Mutual Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Mutual Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Mutual Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Mutual Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Mutual Fund
ROOT CASH Fidelity Cash Reserves Mutual Fund
ROOT CASH Fidelity rtmt Government Money Mkt Mutual Fund
ROOT CASH Fidelity rtmt Money Mkt Mutual Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Mutual Fund
US EQUITY
LARGE BLEND FFIDX Fidelity
SMALL BLEND NBGEX Neuberger Berman Genesis Mutual Fund
LARGE GROWTH FCNTX Fidelity Contrafund Mutual Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Mutual Fund
LARGE VALUE PNEAX Allianz NFJ Dividend Value Mutual Fund
LARGE GROWTH FDSVX Fidelity Growth Discovery Mutual Fund
MID-CAP BLEND FLVCX Fidelity Leveraged Company Mutual Fund
MID-CAP BLEND FSEMX Spartan Extended Mkt Index Mutual Fund
LARGE BLEND FSMKX Spartan 500 Equity Index Mutual Fund
Small Growth RVPCX Royce Value Plus Mutual Fund
Mid-Cap Growth DGRDX Morgan Stanley InstT Mid Cap Growth Portfolio Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Mutual Fund
High Yield Bond FAGIX Fidelity Capital Income Mutual Fund
Intermediate Government FGOVX Fidelity Government Income Mutual Fund
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
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Mkts Mutual Fund 83% 3 60 0 0.9% 1.09%
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery Mutual Fund 90% 3 60 0 0.99% 1.96%
Foreign Large Blend FSIIX Spartan International Index Mutual Fund 86% 3 60 0 0.17% 0%
FOREIGN SMALL/MID GROWTH LAFAX Columbia Acorn International Select Mutual Fund 62% 3 60 0 0.99% 0%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Mutual Fund 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Mutual Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Mutual Fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Mutual Fund 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Mutual Fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Mutual Fund 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Mutual Fund 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Mutual Fund 87% 3 60 0 0.42% 2.92%
ROOT CASH Fidelity Cash Reserves Mutual Fund 0% 1 60 0 NA 4.14%
ROOT CASH Fidelity rtmt Government Money Mkt Mutual Fund 0% 1 60 0 NA 4.14%
ROOT CASH Fidelity rtmt Money Mkt Mutual Fund 0% 1 60 0 NA 4.14%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Mutual Fund 0% 3 60 0 0.44% 0%
US EQUITY
LARGE BLEND FFIDX Fidelity 100% 3 60 0 0.46% 0.59%
SMALL BLEND NBGEX Neuberger Berman Genesis Mutual Fund 96% 3 60 0 0.84% 0%
LARGE GROWTH FCNTX Fidelity Contrafund Mutual Fund 96% 3 60 0 0.55% 4.32%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Mutual Fund 93% 3 60 0 0.91% 1.89%
LARGE VALUE PNEAX Allianz NFJ Dividend Value Mutual Fund 92% 3 60 0 1.72% 16.31%
LARGE GROWTH FDSVX Fidelity Growth Discovery Mutual Fund 89% 3 60 0 0.68% 2.49%
MID-CAP BLEND FLVCX Fidelity Leveraged Company Mutual Fund 84% 3 60 0 0.74% 8.83%
MID-CAP BLEND FSEMX Spartan Extended Mkt Index Mutual Fund 75% 3 60 0 0.1% 0%
LARGE BLEND FSMKX Spartan 500 Equity Index Mutual Fund 0% 3 60 0 NA NA
Small Growth RVPCX Royce Value Plus Mutual Fund 0% 3 60 0 1.24% 0%
Mid-Cap Growth DGRDX Morgan Stanley InstT Mid Cap Growth Portfolio Mutual Fund 0% 3 60 0 0.72% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Mutual Fund 97% 3 60 0 0.83% 3.98%
High Yield Bond FAGIX Fidelity Capital Income Mutual Fund 91% 3 60 0 0.93% 4.03%
Intermediate Government FGOVX Fidelity Government Income Mutual Fund 91% 3 60 0 0.76% 1.87%
Average Expense Ratio: 0.7%
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Related Retirement Plans
ENZO BIOCHEM, INC. SALARY REDUCTION 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 0.4% 9.7% 0.3% 6.7% 5.4% 7.6%

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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(Ticker:ENZ)
The plan consists of 33 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.
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