MyPlanIQ 401k Investor Terex Corporation and Affiliates' 401(k) Retirement Savings Plan

Terex Corporation and Affiliates' 401(k) Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund Registered Investment Company (1)
Foreign Large Blend JIEIX Artio Int l Equity Registered Investment Company
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Registered Investment Company (1)
Retirement Income FFFAX Fidelity Freedom Income Fund Registered Investment Company (1)
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund Registered Investment Company (1)
FIXED INCOME
Inflation-Protected Bond PRRIX Pacific Investment Management Company Real Return Bond Registered Investment Company (1)
Intermediate-Term Bond FTHRX Fidelity interm Bond Fund Registered Investment Company (1)
High Yield Bond GSHAX GS High Yield Registered Investment Company (1)
US EQUITY
LARGE BLEND FDGFX Fidelity Dividend Growth Fund Registered Investment Company (1)
LARGE VALUE FEQIX Fidelity Equity-Income Fund Registered Investment Company (1)
LARGE GROWTH FCNTX Fidelity Contrafund Registered Investment Company (1)
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund Registered Investment Company (1)
Foreign Large Blend JIEIX Artio Int l Equity Registered Investment Company
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Registered Investment Company (1)
Retirement Income FFFAX Fidelity Freedom Income Fund Registered Investment Company (1)
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund Registered Investment Company (1)
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund Registered Investment Company (1)
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund Registered Investment Company (1)
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund Registered Investment Company (1)
Moderate Allocation FBALX Fidelity Balanced Fund Registered Investment Company (1)
ROOT CASH Fidelity rtmt Money Mkt Portfolio Fund Registered Investment Company (1)
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund Registered Investment Company (1)
FIXED INCOME
Inflation-Protected Bond PRRIX Pacific Investment Management Company Real Return Bond Registered Investment Company (1)
Intermediate-Term Bond FTHRX Fidelity interm Bond Fund Registered Investment Company (1)
High Yield Bond GSHAX GS High Yield Registered Investment Company (1)
US EQUITY
LARGE BLEND FDGFX Fidelity Dividend Growth Fund Registered Investment Company (1)
LARGE VALUE FEQIX Fidelity Equity-Income Fund Registered Investment Company (1)
LARGE GROWTH FCNTX Fidelity Contrafund Registered Investment Company (1)
LARGE VALUE MEIIX MFS Value Fund Registered Investment Company (1)
LARGE GROWTH FDGRX Fidelity Growth Company Fund Registered Investment Company (1)
MID-CAP VALUE JMIVX Perkins Mid Cap Value Fund Registered Investment Company (1)
LARGE GROWTH CGRIX Calamos Growth Registered Investment Company (1)
LARGE GROWTH FMAGX Fidelity Magellan Fund Registered Investment Company (1)
SMALL BLEND LRSFX lord Abbett Small Cap Value Registered Investment Company (1)
Mid-Cap Growth BGRFX Baron Growth Fund Registered Investment Company
MID-CAP BLEND FLPSX Fidelity Low Price Stock Fund Registered Investment Company (1)
LARGE BLEND FUSVX Fidelity Spartan US Equity Index Fund Registered Investment Company (1)
Total Available Funds: 26
  • 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 Growth FDIVX Fidelity Diversified International Fund Registered Investment Company (1) 98% 3 60 0 0.65% 1.59%
Foreign Large Blend JIEIX Artio Int l Equity Registered Investment Company 93% 3 60 0 0.9% 7.06%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Registered Investment Company (1) 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Fund Registered Investment Company (1) 98% 3 60 0 0.42% 2.89%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund Registered Investment Company (1) 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund Registered Investment Company (1) 95% 3 60 0 0.64% 1.26%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund Registered Investment Company (1) 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund Registered Investment Company (1) 92% 3 60 0 0.49% 3.21%
Moderate Allocation FBALX Fidelity Balanced Fund Registered Investment Company (1) 80% 3 60 0 0.5% 1.59%
ROOT CASH Fidelity rtmt Money Mkt Portfolio Fund Registered Investment Company (1) 0% 1 60 0 NA 4.14%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund Registered Investment Company (1) 0% 3 60 0 0.44% 0%
FIXED INCOME
Inflation-Protected Bond PRRIX Pacific Investment Management Company Real Return Bond Registered Investment Company (1) 80% 3 60 0 1.37% 4.44%
Intermediate-Term Bond FTHRX Fidelity interm Bond Fund Registered Investment Company (1) 78% 3 60 0 0.45% 3.11%
High Yield Bond GSHAX GS High Yield Registered Investment Company (1) 48% 3 60 0 0.7% 5.74%
US EQUITY
LARGE BLEND FDGFX Fidelity Dividend Growth Fund Registered Investment Company (1) 99% 3 60 0 0.77% 1.31%
LARGE VALUE FEQIX Fidelity Equity-Income Fund Registered Investment Company (1) 98% 3 60 0 0.57% 1.67%
LARGE GROWTH FCNTX Fidelity Contrafund Registered Investment Company (1) 96% 3 60 0 0.55% 4.32%
LARGE VALUE MEIIX MFS Value Fund Registered Investment Company (1) 91% 3 60 0 0.8% 8.54%
LARGE GROWTH FDGRX Fidelity Growth Company Fund Registered Investment Company (1) 90% 3 60 0 0.79% 4.95%
MID-CAP VALUE JMIVX Perkins Mid Cap Value Fund Registered Investment Company (1) 89% 3 60 0 0.5% 15.41%
LARGE GROWTH CGRIX Calamos Growth Registered Investment Company (1) 76% 3 60 0 1.05% 0%
LARGE GROWTH FMAGX Fidelity Magellan Fund Registered Investment Company (1) 75% 3 60 0 0.52% 0.34%
SMALL BLEND LRSFX lord Abbett Small Cap Value Registered Investment Company (1) 58% 3 60 0 1.48% 3.26%
Mid-Cap Growth BGRFX Baron Growth Fund Registered Investment Company 40% 3 60 0 1.3% 1.84%
MID-CAP BLEND FLPSX Fidelity Low Price Stock Fund Registered Investment Company (1) 1% 3 60 0 0.92% 1.69%
LARGE BLEND FUSVX Fidelity Spartan US Equity Index Fund Registered Investment Company (1) 0% 3 60 0 0.04% 1.84%
Average Expense Ratio: 0.71%
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*     AR: Annualized Return
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*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:TEX)
The plan consists of 28 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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