MyPlanIQ W.L. GORE and ASSOCIATES INC. 401K PLAN

W.L. GORE and ASSOCIATES INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares
Foreign Large Blend FDIBX Fidelity Advisor Series VIII: Fidelity Advisor Diversified International Fund; Class B Shares
FIXED INCOME
High Yield Bond FAGIX Fidelity Summer Street Trust: Fidelity Capital & Income Fund
US EQUITY
LARGE GROWTH FFIDX Fidelity Hastings Street Trust: Fidelity Fund
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
LARGE GROWTH FOCPX Fidelity Securities Fund: Fidelity OTC Portfolio
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares
Foreign Large Blend FDIBX Fidelity Advisor Series VIII: Fidelity Advisor Diversified International Fund; Class B Shares
FIXED INCOME
High Yield Bond FAGIX Fidelity Summer Street Trust: Fidelity Capital & Income Fund
US EQUITY
LARGE GROWTH FFIDX Fidelity Hastings Street Trust: Fidelity Fund
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
LARGE GROWTH FOCPX Fidelity Securities Fund: Fidelity OTC Portfolio
SMALL VALUE NSVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class Z Shares
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
Total Available Funds: 9
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 98% 3 60 0 0.65% 1.59%
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares 86% 3 60 0 0.17% 0%
Foreign Large Blend FDIBX Fidelity Advisor Series VIII: Fidelity Advisor Diversified International Fund; Class B Shares 0% 3 60 0 2.08% 0%
FIXED INCOME
High Yield Bond FAGIX Fidelity Summer Street Trust: Fidelity Capital & Income Fund 92% 3 60 0 0.93% 4.03%
US EQUITY
LARGE GROWTH FFIDX Fidelity Hastings Street Trust: Fidelity Fund 100% 3 60 0 0.46% 0.59%
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund 99% 3 60 0 0.69% 0%
LARGE GROWTH FOCPX Fidelity Securities Fund: Fidelity OTC Portfolio 94% 3 60 0 0.81% 0.06%
SMALL VALUE NSVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class Z Shares 86% 3 60 0 1.27% 7.07%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 1.69%
Average Expense Ratio: 0.89%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
WL GORE & ASSOCIATES, INC. 401(K) PLAN
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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.