MyPlanIQ BLANK ROME LLP PROFIT SHARING PLAN

BLANK ROME LLP PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
Others
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
US EQUITY
Small Growth PSGIX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Institutional Shares
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
SMALL VALUE AVFIX American Beacon Funds: American Beacon Small Cap Value Fund; Institutional Class Shares
Total Available Funds: 11
Asset Class Ticker Description Rating
Others
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 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
Small Growth PSGIX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Institutional Shares
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
SMALL VALUE AVFIX American Beacon Funds: American Beacon Small Cap Value Fund; Institutional Class Shares
LARGE GROWTH RGAFX Growth Fund of America
LARGE GROWTH FCNKX Fidelity Contrafund; Class K Shares
SMALL VALUE ABBVX American Beacon Funds: American Beacon Small Cap Value II Fund; Investor Class Shares
Total Available Funds: 11
  • 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
Others
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 3.2%
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
Small Growth PSGIX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Institutional Shares 93% 3 60 0 1% 0.25%
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares 87% 3 60 0 1.04% 3.66%
SMALL VALUE AVFIX American Beacon Funds: American Beacon Small Cap Value Fund; Institutional Class Shares 81% 3 60 0 1.28% 15.5%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 0.75%
LARGE GROWTH FCNKX Fidelity Contrafund; Class K Shares 68% 3 60 0 0.55% 4.38%
SMALL VALUE ABBVX American Beacon Funds: American Beacon Small Cap Value II Fund; Investor Class Shares 0% 3 60 0 1.37% 1.67%
Average Expense Ratio: 0.74%
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

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.