MyPlanIQ 401k Investor Team, Inc. Salary Deferral Plan

Team, Inc. Salary Deferral Plan

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FAMKX Fidelity Advisor Emerging Mkts Fund Class A
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX Janus Advisory International Growth Fund Class S
Foreign Large Blend AIZAX AllianceBernstein International Value Fund Class A
Others
Retirement Income FIAFX Fidelity Advisor Freedom Income Fund Class A
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 Fund Class A
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 Fund Class A
US EQUITY
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock Fund Class A
LARGE BLEND DSPIX Dreyfus Basic S P 500 Stock Index Fund
SMALL VALUE PCVAX Allianz NFJ Small Cap Value Fund Class A
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FAMKX Fidelity Advisor Emerging Mkts Fund Class A
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX Janus Advisory International Growth Fund Class S
Foreign Large Blend AIZAX AllianceBernstein International Value Fund Class A
Others
Retirement Income FIAFX Fidelity Advisor Freedom Income Fund Class A
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 Fund Class A
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 Fund Class A
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 Fund Class A
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 Fund Class A
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 Fund Class A
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 Fund Class A
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 Fund Class A
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 Fund Class A
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 Fund Class A
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 Fund Class A
ROOT CASH Fidelity Institutional Cash Portfolio
ROOT CASH Fidelity Cash Management Prime Fund
US EQUITY
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock Fund Class A
LARGE BLEND DSPIX Dreyfus Basic S P 500 Stock Index Fund
SMALL VALUE PCVAX Allianz NFJ Small Cap Value Fund Class A
SMALL BLEND FSCDX Fidelity Advisor Small Cap Fund Class A
LARGE GROWTH FNIAX Fidelity Advisor New Insights Fund Class A
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund Class A
Mid-Cap Growth EVGFX Eaton Vance Multi Cap Growth Fund Class A
FIXED INCOME
Multisector Bond LBFAX Loomis Sayles Bond Fund Administrative Class
Intermediate-Term Bond CFICX Calvert Income Fund Class A
Total Available Funds: 25
  • 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 FAMKX Fidelity Advisor Emerging Mkts Fund Class A 51% 3 60 0 2.12% 1.3%
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX Janus Advisory International Growth Fund Class S 97% 3 60 0 2.06% 3.04%
Foreign Large Blend AIZAX AllianceBernstein International Value Fund Class A 0% 3 60 0 1.27% 1.8%
Others
Retirement Income FIAFX Fidelity Advisor Freedom Income Fund Class A 86% 3 60 0 0.47% 2.88%
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 Fund Class A 73% 3 60 0 1% 1.7%
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 Fund Class A 67% 3 60 0 1.25% 1.8%
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 Fund Class A 65% 3 60 0 0.96% 1.77%
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 Fund Class A 64% 3 60 0 0.49% 2.97%
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 Fund Class A 63% 3 60 0 1.62% 2.94%
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 Fund Class A 63% 3 60 0 1.54% 2.81%
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 Fund Class A 62% 3 60 0 1.47% 3.15%
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 Fund Class A 57% 3 60 0 0.66% 2.05%
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 Fund Class A 57% 3 60 0 1.75% 1.52%
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 Fund Class A 56% 3 60 0 0.51% 2.58%
ROOT CASH Fidelity Institutional Cash Portfolio 0% 1 60 0 NA 4.14%
ROOT CASH Fidelity Cash Management Prime Fund 0% 1 60 0 NA 4.14%
US EQUITY
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock Fund Class A 84% 3 60 0 0.74% 8.83%
LARGE BLEND DSPIX Dreyfus Basic S P 500 Stock Index Fund 77% 3 60 0 0.2% 1.31%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value Fund Class A 56% 3 60 0 0.89% 16.12%
SMALL BLEND FSCDX Fidelity Advisor Small Cap Fund Class A 51% 3 60 0 2.15% 4.64%
LARGE GROWTH FNIAX Fidelity Advisor New Insights Fund Class A 48% 3 60 0 0.7% 6.28%
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund Class A 48% 3 60 0 1.27% 2.98%
Mid-Cap Growth EVGFX Eaton Vance Multi Cap Growth Fund Class A 0% 3 60 0 1.17% 0%
FIXED INCOME
Multisector Bond LBFAX Loomis Sayles Bond Fund Administrative Class 54% 3 60 0 1.15% 5.57%
Intermediate-Term Bond CFICX Calvert Income Fund Class A 41% 3 60 0 0.66% 4.28%
Average Expense Ratio: 1.13%
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Related Retirement Plans
TEAM, INC. SALARY DEFERRAL PLAN AND TRUST
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 -0.2% 4.2% 1.6% 6.6% 4.8% 6.4%

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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(Ticker:TEAM)
The plan consists of 25 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income, US Equity and Emerging Market Equity.


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