MyPlanIQ KEYW CORP. EMPLOYEE 401K PLAN

KEYW CORP. EMPLOYEE 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Investment Trust: Fidelity Emerging Markets Fund; Class K
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX Artisan Partners Funds
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
High Yield Bond FAGIX FID CAPITAL & INCOME
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
US EQUITY
LARGE GROWTH FFIDX Fidelity Hastings Street Trust: Fidelity Fund
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
LARGE GROWTH FCNTX Fidelity Contrafund
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Investment Trust: Fidelity Emerging Markets Fund; Class K
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX Artisan Partners Funds
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
High Yield Bond FAGIX FID CAPITAL & INCOME
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
US EQUITY
LARGE GROWTH FFIDX Fidelity Hastings Street Trust: Fidelity Fund
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL VALUE CSCZX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FUSVX SPTN 500 INDEX ADV
LARGE GROWTH FEXPX Fidelity Summer Street Trust: Fidelity Export & Multinational Fund
Total Available Funds: 15
  • 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 FKEMX Fidelity Investment Trust: Fidelity Emerging Markets Fund; Class K 74% 3 60 0 0.9% 1.22%
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX Artisan Partners Funds 92% 3 60 0 0.97% 1.83%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 3 60 0 0.07% 2.62%
Others
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund 80% 3 60 0 0.5% 1.59%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 3 60 0 0.83% 3.98%
High Yield Bond FAGIX FID CAPITAL & INCOME 92% 3 60 0 0.93% 4.03%
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM 66% 3 60 0 0.8% 4.94%
US EQUITY
LARGE GROWTH FFIDX Fidelity Hastings Street Trust: Fidelity Fund 100% 3 60 0 0.46% 0.59%
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares 98% 3 60 0 0.94% 1.57%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
SMALL VALUE CSCZX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares 89% 3 60 0 1.24% 0.68%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 3 60 0 0.07% 1.17%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 3 60 0 0.04% 1.84%
LARGE GROWTH FEXPX Fidelity Summer Street Trust: Fidelity Export & Multinational Fund 0% 3 60 0 0.74% 1.18%
Average Expense Ratio: 0.64%
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Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return
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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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