MyPlanIQ DREAMWORKS ANIMATION SKG INC. 401K PLAN

DREAMWORKS ANIMATION SKG INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
FIXED INCOME
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
US EQUITY
MID-CAP BLEND FLPKX FID LOW PRICED STK K
LARGE VALUE AADEX ABF LG CAP VAL INST
SMALL VALUE AVFIX ABF SM CAP VAL INST
Total Available Funds: 11
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
FIXED INCOME
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
US EQUITY
MID-CAP BLEND FLPKX FID LOW PRICED STK K
LARGE VALUE AADEX ABF LG CAP VAL INST
SMALL VALUE AVFIX ABF SM CAP VAL INST
LARGE VALUE AAGPX ABF LG CAP VAL INV
SMALL VALUE AVPAX ABF SM CAP VAL INV
Mid-Cap Growth ARTMX ARTISAN MID CAP INV
LARGE GROWTH TRBCX TRP BLUE CHIP GRTH
MID-CAP BLEND FLPSX FID LOW PRICED STK
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
Target Date 2021-2025 FFTWX FID FREEDOM 2025 77% 3 60 0 0.34% 2.01%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 3 60 0 0.58% 1.47%
FIXED INCOME
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST 51% 3 60 0 0.15% 3.27%
US EQUITY
MID-CAP BLEND FLPKX FID LOW PRICED STK K 92% 3 60 0 0.82% 18.74%
LARGE VALUE AADEX ABF LG CAP VAL INST 77% 3 60 0 0.94% 1.65%
SMALL VALUE AVFIX ABF SM CAP VAL INST 68% 3 60 0 1.28% 15.5%
LARGE VALUE AAGPX ABF LG CAP VAL INV 65% 3 60 0 0.94% 1.57%
SMALL VALUE AVPAX ABF SM CAP VAL INV 57% 3 60 0 1.28% 16.09%
Mid-Cap Growth ARTMX ARTISAN MID CAP INV 36% 3 60 0 0.96% 0%
LARGE GROWTH TRBCX TRP BLUE CHIP GRTH 35% 3 60 0 1.23% 0%
MID-CAP BLEND FLPSX FID LOW PRICED STK 1% 3 60 0 0.92% 1.69%
Average Expense Ratio: 0.86%
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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*
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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