MyPlanIQ SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF MCAFEE and TAFT A PROFESSIONAL CORPORATION

SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF MCAFEE and TAFT A PROFESSIONAL CORPORATION

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Others
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP VALUE JMVAX PERKINS MID CP VAL I
SMALL VALUE ACVIX AM CENT SM CAP VAL I
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Others
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP VALUE JMVAX PERKINS MID CP VAL I
SMALL VALUE ACVIX AM CENT SM CAP VAL I
SMALL VALUE ASVIX American Century Capital Portfolios
LARGE GROWTH FDCAX Fidelity Capital Trust: Fidelity Capital Appreciation Fund
LARGE GROWTH FCNKX FID CONTRAFUND K
Mid-Cap Growth FKMCX FID MID CAP STOCK K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
LARGE VALUE ANDAX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Administrative Class Shares
Mid-Cap Growth BARIX Baron Investment Funds Trust: Baron Asset Fund; Institutional Class Shares
LARGE BLEND FUSVX SPTN 500 INDEX ADV
Total Available Funds: 17
  • 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 Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 98% 3 60 0 0.65% 1.59%
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 3 60 0 0.99% 4.5%
Others
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 2.92%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 0%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
MID-CAP VALUE JMVAX PERKINS MID CP VAL I 91% 3 60 0 0.91% 1.13%
SMALL VALUE ACVIX AM CENT SM CAP VAL I 90% 3 60 0 1.34% 1.18%
SMALL VALUE ASVIX American Century Capital Portfolios 89% 3 60 0 1.34% 1.01%
LARGE GROWTH FDCAX Fidelity Capital Trust: Fidelity Capital Appreciation Fund 73% 3 60 0 0.83% 3.39%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 3 60 0 0.55% 4.38%
Mid-Cap Growth FKMCX FID MID CAP STOCK K 68% 3 60 0 0.85% 0.31%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 61% 3 60 0 0.82% 18.74%
LARGE VALUE ANDAX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Administrative Class Shares 33% 3 60 0 1.72% 15.58%
Mid-Cap Growth BARIX Baron Investment Funds Trust: Baron Asset Fund; Institutional Class Shares 27% 3 60 0 1.04% 3.35%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 3 60 0 0.04% 1.84%
Average Expense Ratio: 0.79%
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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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