MyPlanIQ BAYCARE HEALTH SYSTEM RETIREMENT PLAN

BAYCARE HEALTH SYSTEM RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 23
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
Foreign Large Blend FSPNX SPTN INTL INDEX INS
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2021-2025 VTTVX VANG TARGET RET 2025
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
LARGE GROWTH FBGKX FID BLUE CHIP GR K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
Total Available Funds: 23
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
Foreign Large Blend FSPNX SPTN INTL INDEX INS
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2021-2025 VTTVX VANG TARGET RET 2025
Target Date 2041-2045 VTIVX VANG TARGET RET 2045
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 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 2026-2030 VTHRX VANG TARGET RET 2030
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
LARGE GROWTH FBGKX FID BLUE CHIP GR K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
LARGE VALUE ACGQX IVK GRTH & INC INST
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
LARGE BLEND FXSIX SPTN 500 INDEX INST
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
SMALL BLEND RLPIX ROYCE LOW PR STK IS
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS
Total Available Funds: 23
  • 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%
Foreign Large Blend FSPNX SPTN INTL INDEX INS 0% 3 60 0 0.05% 2.63%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 3.2%
Target Date 2021-2025 VTTVX VANG TARGET RET 2025 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX VANG TARGET RET 2045 97% 3 60 0 0.08% 2.34%
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
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 2026-2030 VTHRX VANG TARGET RET 2030 70% 3 60 0 0.08% 2.21%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 0%
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund 99% 3 60 0 0.69% 0%
LARGE GROWTH FBGKX FID BLUE CHIP GR K 68% 3 60 0 0.76% 0.62%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 60% 3 60 0 0.82% 18.74%
LARGE VALUE ACGQX IVK GRTH & INC INST 22% 3 60 0 0.53% 1.56%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 1.69%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 3 60 0 0.04% 0%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 3 60 0 0.07% 1.17%
SMALL BLEND RLPIX ROYCE LOW PR STK IS 0% 3 60 0 1.19% 5.95%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS 0% 3 60 0 0.03% 2.75%
Average Expense Ratio: 0.5%
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Related Retirement Plans
BAYCARE HEALTH SYSTEM RETIREMENT 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 -3.6% -2.8% 4.6% 3.4% 7.4% 6.0%

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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
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