MyPlanIQ 401k Investor LYNDA.COM 401K PROFIT SHARING PLAN

LYNDA.COM 401K PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 45
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEAX FA REAL ESTATE A
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH LAIAX COL/ACORN INTL A
Foreign Large Blend FAIDX FA INTL DISCOVERY A
WORLD STOCK FWAFX FA WORLDWIDE A
Others
Utilities FUGAX FA UTILITIES A
Health FBTAX FA BIOTECHNOLOGY A
Equity Energy FANAX FA ENERGY A
FIXED INCOME
Multisector Bond FSTAX FA STRAT INCOME A
Intermediate-Term Bond PTTAX PIM TOTAL RETURN A
Intermediate Government FVIAX FA GOV INCOME A
Total Available Funds: 45
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEAX FA REAL ESTATE A
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH LAIAX COL/ACORN INTL A
Foreign Large Blend FAIDX FA INTL DISCOVERY A
WORLD STOCK FWAFX FA WORLDWIDE A
Others
Utilities FUGAX FA UTILITIES A
Health FBTAX FA BIOTECHNOLOGY A
Equity Energy FANAX FA ENERGY A
Industrials FCLAX FA INDUSTRIALS A
Health FACDX FA HEALTH CARE A
Target Date 2046-2050 FFFLX FA FREEDOM 2050 A
Technology FADTX FA TECHNOLOGY A
Consumer Cyclical FCNAX FA CONSUMER DISC A
Communications FDMAX FA COMM EQUIP A
Technology FELAX FA ELECTRONICS A
Consumer Defensive FDAGX FA CONS STAPLES A
EQUITY PRECIOUS METALS FGDAX FA GOLD A
Natural Resources FMFAX FA MATERIALS A
Communications FTUAX FA TELECOMM A
Target Date 2041-2045 FFFZX FA FREEDOM 2045 A
Target Date 2031-2035 FATHX FA FREEDOM 2035 A
Target Date 2000-2010 FACFX FA FREEDOM 2010 A
Target Date 2021-2025 FATWX FA FREEDOM 2025 A
Target Date 2011-2015 FFVAX FA FREEDOM 2015 A
Target Date 2000-2010 FFAVX FA FREEDOM 2005 A
Target Date 2026-2030 FAFEX FA FREEDOM 2030 A
Target Date 2036-2040 FAFFX FA FREEDOM 2040 A
Target Date 2016-2020 FDAFX FA FREEDOM 2020 A
Retirement Income FAFAX FA FREEDOM INC A
Financial FIDAX JH FINL INDUSTRIES A
Target Date 2051+ FHFAX FA FREEDOM 2055 A
ROOT CASH FID PRIME FUND
FIXED INCOME
Multisector Bond FSTAX FA STRAT INCOME A
Intermediate-Term Bond PTTAX PIM TOTAL RETURN A
Intermediate Government FVIAX FA GOV INCOME A
SHORT GOVERNMENT STABLEVALUE FA STABLE VALUE
US EQUITY
LARGE BLEND PEOPX DREYFUS S&P 500 INDX
SMALL VALUE FCVAX FA SMALL CAP VAL A
Small Growth LAGWX LD ABBETT DEV GRTH A
LARGE VALUE MEIHX MFS VALUE R3
Mid-Cap Growth FIIAX FA MID CAP II A
SMALL BLEND FSCDX FA SMALL CAP A
LARGE GROWTH FNIAX FA NEW INSIGHTS A
MID-CAP BLEND PMBMX PIF MIDCAP BLEND R3
MID-CAP VALUE JMVIX PERKINS MID CP VAL S
SMALL BLEND ATIAX VS SMALL CO A
Total Available Funds: 45
  • 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 FHEAX FA REAL ESTATE A 90% 1 60 0 1.07% 2.26%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH LAIAX COL/ACORN INTL A 66% 1 60 0 1.23% 0%
Foreign Large Blend FAIDX FA INTL DISCOVERY A 49% 1 60 0 0.99% 1.61%
WORLD STOCK FWAFX FA WORLDWIDE A 36% 1 60 0 1.47% 0.75%
Others
Utilities FUGAX FA UTILITIES A 78% 1 60 0 0.76% 3.34%
Health FBTAX FA BIOTECHNOLOGY A 77% 1 60 0 0.73% 1.22%
Equity Energy FANAX FA ENERGY A 76% 1 60 0 1.05% 2.21%
Industrials FCLAX FA INDUSTRIALS A 74% 1 60 0 1.02% 9.66%
Health FACDX FA HEALTH CARE A 73% 1 60 0 1.72% 0%
Target Date 2046-2050 FFFLX FA FREEDOM 2050 A 73% 1 60 0 1% 1.37%
Technology FADTX FA TECHNOLOGY A 72% 1 60 0 1.21% 4.82%
Consumer Cyclical FCNAX FA CONSUMER DISC A 71% 1 60 0 0.62% 0%
Communications FDMAX FA COMM EQUIP A 71% 1 60 0 1.4% 6.25%
Technology FELAX FA ELECTRONICS A 70% 1 60 0 1.26% 4.4%
Consumer Defensive FDAGX FA CONS STAPLES A 69% 1 60 0 1.01% 5.31%
EQUITY PRECIOUS METALS FGDAX FA GOLD A 68% 1 60 0 0.77% 0.32%
Natural Resources FMFAX FA MATERIALS A 68% 1 60 0 0.76% 4.63%
Communications FTUAX FA TELECOMM A 67% 1 60 0 1.13% 2.61%
Target Date 2041-2045 FFFZX FA FREEDOM 2045 A 67% 1 60 0 1.25% 1.47%
Target Date 2031-2035 FATHX FA FREEDOM 2035 A 65% 1 60 0 0.96% 1.6%
Target Date 2000-2010 FACFX FA FREEDOM 2010 A 64% 1 60 0 0.49% 2.54%
Target Date 2021-2025 FATWX FA FREEDOM 2025 A 63% 1 60 0 1.62% 2.01%
Target Date 2011-2015 FFVAX FA FREEDOM 2015 A 63% 1 60 0 1.54% 2.45%
Target Date 2000-2010 FFAVX FA FREEDOM 2005 A 62% 1 60 0 1.47% 2.56%
Target Date 2026-2030 FAFEX FA FREEDOM 2030 A 57% 1 60 0 0.66% 1.83%
Target Date 2036-2040 FAFFX FA FREEDOM 2040 A 57% 1 60 0 1.75% 1.27%
Target Date 2016-2020 FDAFX FA FREEDOM 2020 A 56% 1 60 0 0.51% 2.24%
Retirement Income FAFAX FA FREEDOM INC A 46% 1 60 0 1.47% 2.62%
Financial FIDAX JH FINL INDUSTRIES A 32% 1 60 0 1.94% 2.24%
Target Date 2051+ FHFAX FA FREEDOM 2055 A 30% 1 60 0 0.75% 1.72%
ROOT CASH FID PRIME FUND 0% 1 60 0 NA 2.66%
FIXED INCOME
Multisector Bond FSTAX FA STRAT INCOME A 67% 1 60 0 0.97% 4.26%
Intermediate-Term Bond PTTAX PIM TOTAL RETURN A 65% 1 60 0 0.8% 3.67%
Intermediate Government FVIAX FA GOV INCOME A 19% 1 60 0 0.76% 2.44%
SHORT GOVERNMENT STABLEVALUE FA STABLE VALUE 16% 1 60 0 NA 28.94%
US EQUITY
LARGE BLEND PEOPX DREYFUS S&P 500 INDX 72% 1 60 0 0.5% 6.7%
SMALL VALUE FCVAX FA SMALL CAP VAL A 63% 1 60 0 1.5% 5.85%
Small Growth LAGWX LD ABBETT DEV GRTH A 61% 1 60 0 0.59% 0%
LARGE VALUE MEIHX MFS VALUE R3 55% 1 60 0 0.8% 8.37%
Mid-Cap Growth FIIAX FA MID CAP II A 53% 1 60 0 0.74% 5.25%
SMALL BLEND FSCDX FA SMALL CAP A 51% 1 60 0 2.15% 1.58%
LARGE GROWTH FNIAX FA NEW INSIGHTS A 48% 1 60 0 0.7% 6.36%
MID-CAP BLEND PMBMX PIF MIDCAP BLEND R3 47% 1 60 0 0.94% 3.03%
MID-CAP VALUE JMVIX PERKINS MID CP VAL S 28% 1 60 0 0.5% 9.18%
SMALL BLEND ATIAX VS SMALL CO A 0% 1 60 0 1.28% 40.18%
Average Expense Ratio: 1.07%
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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 2.0% 20.4% 9.3% 9.4% 6.1% 8.4%

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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
The plan consists of 45 funds. It covers 4 major asset classes and 40 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.


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