MyPlanIQ 401k Investor CERULLI ASSOCIATES INC. 401K PLAN

CERULLI ASSOCIATES INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I
Foreign Large Blend HIINX Harbor International Inv
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income
Intermediate-Term Bond FTBFX Fidelity Total Bond
Short-Term Bond PLDAX PIMCO Low Duration Admin
Total Available Funds: 35
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I
Foreign Large Blend HIINX Harbor International Inv
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2046-2050 FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Moderate Allocation FPURX Fidelity Puritan
Target Date 2051+ FDEEX Fidelity Freedom 2055
ROOT CASH FID RETIRE MMKT
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income
Intermediate-Term Bond FTBFX Fidelity Total Bond
Short-Term Bond PLDAX PIMCO Low Duration Admin
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I
SMALL VALUE FCPVX Fidelity Small Cap Value
SMALL BLEND FSCRX Fidelity Small Cap Discovery
LARGE GROWTH FDGRX Fidelity Growth Company
LARGE VALUE LCEIX Invesco Diversified Dividend Investor
Mid-Cap Growth CLSPX Columbia Mid Cap Growth Z
LARGE VALUE PAFDX T. Rowe Price Equity Income Adv
Small Growth LCGRX Loomis Sayles Small Cap Growth Retail
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
Total Available Funds: 35
  • 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
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment 97% 3 60 0 0.72% 6.96%
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I 100% 3 60 0 0.75% 1.86%
Foreign Large Blend HIINX Harbor International Inv 60% 3 60 0 0.69% 3.23%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 2.73%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 3.08%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 2.69%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 1.99%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.87%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.19%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 2%
Target Date 2046-2050 FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 1.94%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 2.78%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 2.01%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 2.95%
Moderate Allocation FPURX Fidelity Puritan 82% 3 60 0 0.5% 5.72%
Target Date 2051+ FDEEX Fidelity Freedom 2055 74% 3 60 0 0.65% 2.09%
ROOT CASH FID RETIRE MMKT 0% 3 60 0 NA 2.67%
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income 92% 3 60 0 1.16% 5.83%
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 3 60 0 0.5% 4.15%
Short-Term Bond PLDAX PIMCO Low Duration Admin 56% 3 60 0 1.05% 3.82%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth 100% 3 60 0 1.23% 4.16%
LARGE GROWTH FBGRX Fidelity Blue Chip Growth 99% 3 60 0 0.69% 1.18%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 3.75%
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I 92% 3 60 0 0.79% 1.3%
SMALL VALUE FCPVX Fidelity Small Cap Value 91% 3 60 0 1.5% 5.86%
SMALL BLEND FSCRX Fidelity Small Cap Discovery 90% 3 60 0 1.07% 5.07%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 4.53%
LARGE VALUE LCEIX Invesco Diversified Dividend Investor 87% 3 60 0 0.73% 8.05%
Mid-Cap Growth CLSPX Columbia Mid Cap Growth Z 85% 3 60 0 0.88% 0%
LARGE VALUE PAFDX T. Rowe Price Equity Income Adv 51% 3 60 0 1.23% 6.2%
Small Growth LCGRX Loomis Sayles Small Cap Growth Retail 49% 3 60 0 1.18% 2.88%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 17.21%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 4.47%
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg 0% 3 60 0 0.04% 0%
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg 0% 3 60 0 0.04% 2.05%
Average Expense Ratio: 0.71%
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Related Retirement Plans
CERULLI ASSOCIATES, INC. 401(K) 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 0.5% 5.3% 3.1% 7.2% 5.4% 8.1%

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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
The plan consists of 35 funds. It covers 4 major asset classes and 27 minor asset classes. The major asset classes it covers are US Equity, REITs, Fixed Income and Foreign Equity.


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