MyPlanIQ QIAGEN 401K PLAN

QIAGEN 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX ARTISAN INTL
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL VALUE AVFIX American Beacon Funds: American Beacon Small Cap Value Fund; Institutional Class Shares
SMALL VALUE AVPAX ABF SM CAP VAL INV
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX ARTISAN INTL
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL VALUE AVFIX American Beacon Funds: American Beacon Small Cap Value Fund; Institutional Class Shares
SMALL VALUE AVPAX ABF SM CAP VAL INV
LARGE VALUE ALVIX American Century Capital Portfolios
LARGE GROWTH FDCAX Fidelity Capital Trust: Fidelity Capital Appreciation Fund
SMALL BLEND FDSCX Fidelity Capital Trust: Fidelity Stock Selector Small Cap Fund; Stock Selector Small Cap Shares
LARGE GROWTH FCAKX FID CAP APPREC K
LARGE GROWTH FCNKX FID CONTRAFUND K
Mid-Cap Growth RIMSX RAINIER SM/MID CAP
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 13
  • 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 ARTIX ARTISAN INTL 91% 3 60 0 0.97% 1.83%
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares 91% 3 60 0 0.83% 2.3%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 3 60 0 0.58% 1.47%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
SMALL VALUE AVFIX American Beacon Funds: American Beacon Small Cap Value Fund; Institutional Class Shares 81% 3 60 0 1.28% 15.5%
SMALL VALUE AVPAX ABF SM CAP VAL INV 80% 3 60 0 1.28% 16.09%
LARGE VALUE ALVIX American Century Capital Portfolios 75% 3 60 0 0.63% 6.7%
LARGE GROWTH FDCAX Fidelity Capital Trust: Fidelity Capital Appreciation Fund 73% 3 60 0 0.83% 3.39%
SMALL BLEND FDSCX Fidelity Capital Trust: Fidelity Stock Selector Small Cap Fund; Stock Selector Small Cap Shares 70% 3 60 0 1.46% 0.22%
LARGE GROWTH FCAKX FID CAP APPREC K 68% 3 60 0 0.83% 3.45%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 3 60 0 0.55% 4.38%
Mid-Cap Growth RIMSX RAINIER SM/MID CAP 0% 3 60 0 1.26% 12.88%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.91%
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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*
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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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