MyPlanIQ 401k Investor WH Systems 401K Fidelity Investments

WH Systems 401K Fidelity Investments

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate CSZIX Cohen & Steers Real Estate Securities Class Z
Emerging Market
EMERGING MARKET EQUITY AEDMX American Century Emerging Markets R6
INTERNATIONAL EQUITY
Foreign Large Growth OIGIX Oppenheimer International Growth I
Foreign Large Value TRTIX T. Rowe Price International Value Eq I
WORLD STOCK THOGX Thornburg Global Opportunities R6
Others
Natural Resources FSDPX Fidelity Select Materials
Market Neutral CMNIX Calamos Market Neutral Income I
Moderate Allocation FBAKX Fidelity Balanced K
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income
High Yield Bond BRHYX BlackRock High Yield Bond BlackRock
SHORT GOVERNMENT STABLEVALUE PUTNAM STABLEVALUE
Total Available Funds: 35
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate CSZIX Cohen & Steers Real Estate Securities Class Z
Emerging Market
EMERGING MARKET EQUITY AEDMX American Century Emerging Markets R6
INTERNATIONAL EQUITY
Foreign Large Growth OIGIX Oppenheimer International Growth I
Foreign Large Value TRTIX T. Rowe Price International Value Eq I
WORLD STOCK THOGX Thornburg Global Opportunities R6
WORLD STOCK PGTIX T. Rowe Price Global Technology I
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US Idx Advtg
Others
Natural Resources FSDPX Fidelity Select Materials
Market Neutral CMNIX Calamos Market Neutral Income I
Moderate Allocation FBAKX Fidelity Balanced K
Target Date 2016-2020 JTTYX JPMorgan SmartRetirement 2020 R6
Target Date 2041-2045 JSAYX JPMorgan SmartRetirement 2045 R6
Target Date 2031-2035 SRJYX JPMorgan SmartRetirement 2035 R6
Target Date 2021-2025 JNSYX JPMorgan SmartRetirement 2025 R6
Target Date 2046-2050 JTSYX JPMorgan SmartRetirement 2050 R6
Target Date 2036-2040 SMTYX JPMorgan SmartRetirement 2040 R6
Target Date 2026-2030 JSMYX JPMorgan SmartRetirement 2030 R6
Target Date 2056-2060 JAKYX JPMorgan SmartRetirement 2060 R6
Target Date 2051-2055 JFFYX JPMorgan SmartRetirement 2055 R6
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income
High Yield Bond BRHYX BlackRock High Yield Bond BlackRock
SHORT GOVERNMENT STABLEVALUE PUTNAM STABLEVALUE
WORLD BOND FBNRX Templeton Global Bond Fund Class R6
Intermediate-Term Bond FTKFX Fidelity Total Bond K6
Intermediate-Term Bond JSIYX JPMorgan SmartRetirement Income R6
Short-Term Bond LDLVX Lord Abbett Short Duration Income R6
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg
US EQUITY
LARGE BLEND VFIAX Vanguard 500 Index Admiral
LARGE GROWTH FGDKX Fidelity Growth Discovery K
Small Growth RSYEX RS Small Cap Growth Y
SMALL VALUE UBVFX Undiscovered Managers Behavioral Val R6
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
US EQUITY ERASX Eaton Vance Atlanta Capital SMID-Cap R6
LARGE VALUE LCEFX Invesco Diversified Dividend R6
Large Growth FLCNX Fidelity Contrafund K6
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
US Real Estate CSZIX Cohen & Steers Real Estate Securities Class Z 0% 3 60 0 1.1% 2.16%
Emerging Market
EMERGING MARKET EQUITY AEDMX American Century Emerging Markets R6 0% 3 60 0 1.06% 2.33%
INTERNATIONAL EQUITY
Foreign Large Growth OIGIX Oppenheimer International Growth I 3% 3 60 0 0.76% 0%
Foreign Large Value TRTIX T. Rowe Price International Value Eq I 1% 3 60 0 0% 3.1%
WORLD STOCK THOGX Thornburg Global Opportunities R6 0% 3 60 0 0.99% 3.64%
WORLD STOCK PGTIX T. Rowe Price Global Technology I 0% 3 60 0 0.95% 0%
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US Idx Advtg 0% 3 60 0 0.18% 2.22%
Others
Natural Resources FSDPX Fidelity Select Materials 75% 3 60 0 0.76% 4.14%
Market Neutral CMNIX Calamos Market Neutral Income I 72% 3 60 0 1.22% 2.2%
Moderate Allocation FBAKX Fidelity Balanced K 69% 3 60 0 0.5% 1.66%
Target Date 2016-2020 JTTYX JPMorgan SmartRetirement 2020 R6 2% 3 60 0 0.62% 2.94%
Target Date 2041-2045 JSAYX JPMorgan SmartRetirement 2045 R6 1% 3 60 0 0.67% 1.62%
Target Date 2031-2035 SRJYX JPMorgan SmartRetirement 2035 R6 1% 3 60 0 0.51% 1.97%
Target Date 2021-2025 JNSYX JPMorgan SmartRetirement 2025 R6 1% 3 60 0 0.63% 2.56%
Target Date 2046-2050 JTSYX JPMorgan SmartRetirement 2050 R6 1% 3 60 0 0.67% 1.68%
Target Date 2036-2040 SMTYX JPMorgan SmartRetirement 2040 R6 1% 3 60 0 0.67% 1.83%
Target Date 2026-2030 JSMYX JPMorgan SmartRetirement 2030 R6 1% 3 60 0 0.64% 2.28%
Target Date 2056-2060 JAKYX JPMorgan SmartRetirement 2060 R6 0% 3 60 0 0.86% 1.55%
Target Date 2051-2055 JFFYX JPMorgan SmartRetirement 2055 R6 0% 3 60 0 0.67% 1.62%
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income 91% 3 60 0 0.76% 1.87%
High Yield Bond BRHYX BlackRock High Yield Bond BlackRock 72% 3 60 0 0.51% 5.68%
SHORT GOVERNMENT STABLEVALUE PUTNAM STABLEVALUE 16% 3 60 0 NA 27.03%
WORLD BOND FBNRX Templeton Global Bond Fund Class R6 2% 3 60 0 0.96% 4.28%
Intermediate-Term Bond FTKFX Fidelity Total Bond K6 2% 3 60 0 0.3% 3.35%
Intermediate-Term Bond JSIYX JPMorgan SmartRetirement Income R6 2% 3 60 0 0.86% 2.7%
Short-Term Bond LDLVX Lord Abbett Short Duration Income R6 2% 3 60 0 0.31% 3.56%
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg 0% 3 60 0 0.11% 0%
US EQUITY
LARGE BLEND VFIAX Vanguard 500 Index Admiral 78% 3 60 0 0.14% 1.35%
LARGE GROWTH FGDKX Fidelity Growth Discovery K 68% 3 60 0 0.68% 2.57%
Small Growth RSYEX RS Small Cap Growth Y 63% 3 60 0 2.16% 0%
SMALL VALUE UBVFX Undiscovered Managers Behavioral Val R6 0% 3 60 0 1.24% 7.75%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 1.17%
US EQUITY ERASX Eaton Vance Atlanta Capital SMID-Cap R6 0% 3 60 0 1.14% 2.85%
LARGE VALUE LCEFX Invesco Diversified Dividend R6 0% 3 60 0 0.73% 1.74%
Large Growth FLCNX Fidelity Contrafund K6 0% 3 60 0 0.45% 0.49%
Average Expense Ratio: 0.7%
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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 -1.2% -3.3% 4.3% 3.5% 8.0% 5.4%

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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(Ticker:)
The plan consists of 36 funds. It covers 4 major asset classes and 33 minor asset classes. The major asset classes it covers are Fixed Income, REITs, US Equity and Foreign Equity.

This plan is created upon a user's request.



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