MyPlanIQ 401k Investor BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN

BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Aggressive Allocation FFNOX FID FOUR IN ONE IDX (FFNOX)
US EQUITY
LARGE VALUE AAGPX ABF LG CAP VAL INV (AAGPX)
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL (ARTQX)
LARGE GROWTH FTQGX FID FOCUSED STOCK (FTQGX)
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Aggressive Allocation FFNOX FID FOUR IN ONE IDX (FFNOX)
US EQUITY
LARGE VALUE AAGPX ABF LG CAP VAL INV (AAGPX)
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL (ARTQX)
LARGE GROWTH FTQGX FID FOCUSED STOCK (FTQGX)
LARGE GROWTH FMILX FID NEW MILLEN (FMILX)
MID-CAP VALUE FSMVX FID MID CAP VALUE (FSMVX)
LARGE GROWTH FBGKX FID BLUE CHIP GR K (FBGKX)
LARGE GROWTH FCNKX FID CONTRAFUND K (FCNKX)
LARGE BLEND FFDKX FID FUND K (FFDKX)
Mid-Cap Growth FKMCX FID MID CAP STOCK K (FKMCX)
LARGE GROWTH FGCKX FID GROWTH CO K (FGCKX)
LARGE VALUE FEIKX FID EQUITY INCOME K (FEIKX)
MID-CAP BLEND FLCKX FID LEVERGD CO STK K (FLCKX)
MID-CAP BLEND FLPKX FID LOW PRICED STK K (FLPKX)
LARGE VALUE TESIX MUTUAL SHARES A (TESIX)
Mid-Cap Growth BARAX BARON ASSET FUND (BARAX)
Mid-Cap Growth ACTWX COL/ACORN SELECT Z (ACTWX)
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV (FSTVX)
LARGE BLEND FXSIX SPTN 500 INDEX INST (FXSIX)
LARGE GROWTH FDFKX FID INDEPENDENCE K (FDFKX)
LARGE GROWTH FEXKX FID EXPORT & MULTI K (FEXKX)
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
Others
Aggressive Allocation FFNOX FID FOUR IN ONE IDX (FFNOX) 87% 1 60 0 0.11% 2.72%
US EQUITY
LARGE VALUE AAGPX ABF LG CAP VAL INV (AAGPX) 98% 1 60 0 0.94% 1.57%
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL (ARTQX) 91% 1 60 0 1.05% 17.63%
LARGE GROWTH FTQGX FID FOCUSED STOCK (FTQGX) 88% 1 60 0 0.47% 0.52%
LARGE GROWTH FMILX FID NEW MILLEN (FMILX) 87% 1 60 0 0.89% 0.26%
MID-CAP VALUE FSMVX FID MID CAP VALUE (FSMVX) 77% 1 60 0 1.08% 0.76%
LARGE GROWTH FBGKX FID BLUE CHIP GR K (FBGKX) 68% 1 60 0 0.76% 0.62%
LARGE GROWTH FCNKX FID CONTRAFUND K (FCNKX) 68% 1 60 0 0.55% 4.38%
LARGE BLEND FFDKX FID FUND K (FFDKX) 68% 1 60 0 0.45% 0.87%
Mid-Cap Growth FKMCX FID MID CAP STOCK K (FKMCX) 68% 1 60 0 0.85% 0.31%
LARGE GROWTH FGCKX FID GROWTH CO K (FGCKX) 68% 1 60 0 0.79% 4.92%
LARGE VALUE FEIKX FID EQUITY INCOME K (FEIKX) 68% 1 60 0 0.57% 4.28%
MID-CAP BLEND FLCKX FID LEVERGD CO STK K (FLCKX) 61% 1 60 0 0.74% 8.84%
MID-CAP BLEND FLPKX FID LOW PRICED STK K (FLPKX) 61% 1 60 0 0.82% 18.74%
LARGE VALUE TESIX MUTUAL SHARES A (TESIX) 45% 1 60 0 1.25% 3.09%
Mid-Cap Growth BARAX BARON ASSET FUND (BARAX) 35% 1 60 0 1.33% 3.55%
Mid-Cap Growth ACTWX COL/ACORN SELECT Z (ACTWX) 0% 1 60 0 0.92% 0.36%
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV (FSTVX) 0% 1 60 0 0.04% 0%
LARGE BLEND FXSIX SPTN 500 INDEX INST (FXSIX) 0% 1 60 0 0.04% 0%
LARGE GROWTH FDFKX FID INDEPENDENCE K (FDFKX) 0% 1 60 0 0.77% 0%
LARGE GROWTH FEXKX FID EXPORT & MULTI K (FEXKX) 0% 1 60 0 0.74% 1.3%
Average Expense Ratio: 0.72%
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Related Retirement Plans
BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN
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 10.2% 21.3% 1.9% 9.0% 5.9% 7.4%

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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 21 funds. It covers 1 major asset classes and 7 minor asset classes. The major asset classes it covers are US Equity.


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