MyPlanIQ AVNET 401K PLAN

AVNET 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
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
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity Salem Street Trust: Fidelity Investment Grade Bond Fund
US EQUITY
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
Mid-Cap Growth FSGAX Franklin Strategic Series: Franklin Small-Mid Cap Growth Fund; Advisor Class
Mid-Cap Growth FDEGX Fidelity Mt Vernon Street Trust: Fidelity Growth Strategies Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
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 2046-2050 FFFHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity Salem Street Trust: Fidelity Investment Grade Bond Fund
US EQUITY
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
Mid-Cap Growth FSGAX Franklin Strategic Series: Franklin Small-Mid Cap Growth Fund; Advisor Class
Mid-Cap Growth FDEGX Fidelity Mt Vernon Street Trust: Fidelity Growth Strategies Fund
Mid-Cap Growth FAGKX Fidelity Mt Vernon Street Trust: Fidelity Growth Strategies Fund; Class K Shares
LARGE VALUE FEIKX Fidelity Devonshire Trust: Fidelity Equity-Income Fund; Class K
LARGE BLEND FGIKX Fidelity Securities Fund: Fidelity Growth & Income Portfolio; Class K
MID-CAP BLEND FLPKX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund; Class K Shares
SMALL BLEND LRSCX Lord Abbett Research Fund
LARGE GROWTH RGAGX Growth Fund of America
LARGE BLEND DDSTX Dreyfus/Laurel Funds
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 FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares 72% 3 60 0 0.99% 4.47%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 2.73%
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 1.99%
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.87%
Target Date 2046-2050 FFFHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 1.94%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 2.78%
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity Salem Street Trust: Fidelity Investment Grade Bond Fund 76% 3 60 0 0.76% 3.72%
US EQUITY
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund 98% 3 60 0 0.57% 4.85%
Mid-Cap Growth FSGAX Franklin Strategic Series: Franklin Small-Mid Cap Growth Fund; Advisor Class 73% 3 60 0 0.85% 0%
Mid-Cap Growth FDEGX Fidelity Mt Vernon Street Trust: Fidelity Growth Strategies Fund 72% 3 60 0 0.72% 0.06%
Mid-Cap Growth FAGKX Fidelity Mt Vernon Street Trust: Fidelity Growth Strategies Fund; Class K Shares 68% 3 60 0 0.72% 0.18%
LARGE VALUE FEIKX Fidelity Devonshire Trust: Fidelity Equity-Income Fund; Class K 68% 3 60 0 0.57% 4.95%
LARGE BLEND FGIKX Fidelity Securities Fund: Fidelity Growth & Income Portfolio; Class K 64% 3 60 0 0.57% 4.38%
MID-CAP BLEND FLPKX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund; Class K Shares 61% 3 60 0 0.82% 17.32%
SMALL BLEND LRSCX Lord Abbett Research Fund 48% 3 60 0 1.48% 0.14%
LARGE GROWTH RGAGX Growth Fund of America 25% 3 60 0 0.3% 8.77%
LARGE BLEND DDSTX Dreyfus/Laurel Funds 0% 3 60 0 1% 1.32%
Average Expense Ratio: 0.73%
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Related Retirement Plans
AVNET 401(K) PLAN
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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