MyPlanIQ REVERE CONTROL SYSTEMS INC. 401K PROFIT SHARING PLAN

REVERE CONTROL SYSTEMS INC. 401K PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FID EMERGING MKTS
REAL ESTATE
REAL ESTATE REACX AM CENT REAL EST INV
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FID INTL DISCOVERY
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2011-2015 FFVFX FID FREEDOM 2015
FIXED INCOME
Intermediate Government FGOVX FIDELITY GOVT INCOME
US EQUITY
LARGE GROWTH FFIDX FID FIDELITY FUND
LARGE VALUE TWEIX AM CENT EQUITY INC
Mid-Cap Growth NBGEX NB GENESIS - TR CL
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FID EMERGING MKTS
REAL ESTATE
REAL ESTATE REACX AM CENT REAL EST INV
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FID INTL DISCOVERY
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2051+ FDEEX FID FREEDOM 2055
FIXED INCOME
Intermediate Government FGOVX FIDELITY GOVT INCOME
US EQUITY
LARGE GROWTH FFIDX FID FIDELITY FUND
LARGE VALUE TWEIX AM CENT EQUITY INC
Mid-Cap Growth NBGEX NB GENESIS - TR CL
LARGE GROWTH FCNTX FID CONTRAFUND
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL
LARGE GROWTH FDSVX FID GROWTH DISC
Small Growth FCPGX FID SMALL CAP GROWTH
SMALL VALUE PVADX ALLNZ NFJ SMCPVAL AD
Mid-Cap Growth JGRTX JANUS ENTERPRISE S
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FUSVX SPTN 500 INDEX ADV
MID-CAP VALUE MSAVX IVK AMERICAN VALUE A
Total Available Funds: 21
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX FID EMERGING MKTS 83% 3 60 0 0.9% 1.19%
REAL ESTATE
REAL ESTATE REACX AM CENT REAL EST INV 69% 3 60 0 0.8% 2.4%
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FID INTL DISCOVERY 90% 3 60 0 0.99% 1.96%
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020 98% 3 60 0 0.58% 2.73%
Retirement Income FFFAX FID FREEDOM INCOME 98% 3 60 0 0.42% 3.08%
Target Date 2011-2015 FFVFX FID FREEDOM 2015 98% 3 60 0 0.54% 2.69%
Target Date 2026-2030 FFFEX FID FREEDOM 2030 96% 3 60 0 0.66% 1.99%
Target Date 2051+ FDEEX FID FREEDOM 2055 74% 3 60 0 0.65% 2.09%
FIXED INCOME
Intermediate Government FGOVX FIDELITY GOVT INCOME 91% 3 60 0 0.76% 2.75%
US EQUITY
LARGE GROWTH FFIDX FID FIDELITY FUND 100% 3 60 0 0.46% 2.76%
LARGE VALUE TWEIX AM CENT EQUITY INC 100% 3 60 0 1.18% 7.66%
Mid-Cap Growth NBGEX NB GENESIS - TR CL 96% 3 60 0 0.84% 3.26%
LARGE GROWTH FCNTX FID CONTRAFUND 96% 3 60 0 0.55% 3.75%
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL 91% 3 60 0 1.05% 16.82%
LARGE GROWTH FDSVX FID GROWTH DISC 89% 3 60 0 0.68% 3.01%
Small Growth FCPGX FID SMALL CAP GROWTH 87% 3 60 0 1.32% 0%
SMALL VALUE PVADX ALLNZ NFJ SMCPVAL AD 57% 3 60 0 0.89% 12.84%
Mid-Cap Growth JGRTX JANUS ENTERPRISE S 27% 3 60 0 1.14% 8.22%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 3 60 0 0.07% 4.47%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 3 60 0 0.04% 2.05%
MID-CAP VALUE MSAVX IVK AMERICAN VALUE A 0% 3 60 0 0.86% 22.52%
Average Expense Ratio: 0.73%
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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
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