MyPlanIQ CAMBER CORPORATION 401K PLAN

CAMBER CORPORATION 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX VANG TOTAL INTL STK
Others
Industrials FSDAX FID SEL DEFENSE
Moderate Allocation JDBAX Janus Investment Fund: Janus Balanced Fund; Class A Shares
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund
US EQUITY
LARGE BLEND PRDGX TRP DIV GROWTH
MID-CAP VALUE JMCVX PERKINS MID CP VAL T
SMALL VALUE RYOFX Royce Fund: Royce Opportunity Fund; Service Class Shares
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX VANG TOTAL INTL STK
Others
Industrials FSDAX FID SEL DEFENSE
Moderate Allocation JDBAX Janus Investment Fund: Janus Balanced Fund; Class A Shares
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund
US EQUITY
LARGE BLEND PRDGX TRP DIV GROWTH
MID-CAP VALUE JMCVX PERKINS MID CP VAL T
SMALL VALUE RYOFX Royce Fund: Royce Opportunity Fund; Service Class Shares
LARGE GROWTH PAGRX Permanent Portfolio Family of Funds
SMALL BLEND FSCRX Fidelity Commonwealth Trust: Fidelity Small Cap Discovery Fund
LARGE VALUE FSLVX Fidelity Devonshire Trust: Fidelity Stock Selector Large Cap Value Fund; Large Cap Value Shares
LARGE GROWTH FBGKX FID BLUE CHIP GR K
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE BLEND FGIKX FID GROWTH & INC K
SMALL BLEND RSPFX RS Investment Trust: RS Partners Fund; Class A Shares
Total Available Funds: 16
  • 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 VGTSX VANG TOTAL INTL STK 16% 3 60 0 0.08% 3.12%
Others
Industrials FSDAX FID SEL DEFENSE 76% 3 60 0 0.75% 0.73%
Moderate Allocation JDBAX Janus Investment Fund: Janus Balanced Fund; Class A Shares 7% 3 60 0 0.7% 3.03%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 3 60 0 0.64% 1.28%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund 78% 3 60 0 0.45% 3.11%
US EQUITY
LARGE BLEND PRDGX TRP DIV GROWTH 98% 3 60 0 0.64% 1.09%
MID-CAP VALUE JMCVX PERKINS MID CP VAL T 98% 3 60 0 0.91% 1%
SMALL VALUE RYOFX Royce Fund: Royce Opportunity Fund; Service Class Shares 96% 3 60 0 1.85% 4.64%
LARGE GROWTH PAGRX Permanent Portfolio Family of Funds 95% 3 60 0 1.21% 2.75%
SMALL BLEND FSCRX Fidelity Commonwealth Trust: Fidelity Small Cap Discovery Fund 90% 3 60 0 1.07% 1.16%
LARGE VALUE FSLVX Fidelity Devonshire Trust: Fidelity Stock Selector Large Cap Value Fund; Large Cap Value Shares 74% 3 60 0 1.94% 0.33%
LARGE GROWTH FBGKX FID BLUE CHIP GR K 68% 3 60 0 0.76% 0.62%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 3 60 0 0.55% 4.38%
LARGE BLEND FGIKX FID GROWTH & INC K 64% 3 60 0 0.57% 2.9%
SMALL BLEND RSPFX RS Investment Trust: RS Partners Fund; Class A Shares 40% 3 60 0 1.12% 5.35%
Average Expense Ratio: 0.88%
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
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 6.6% 18.9% 4.2% 7.9% 5.9% 7.6%

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 investment options have not been imported yet.


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.