MyPlanIQ BAKER 401K PLAN

BAKER 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPFX New Perspective Fund; Class R-5 Shares
Foreign Large Blend FIGRX Fidelity Investment Trust: Fidelity International Discovery Fund
Foreign Large Blend FIDKX Fidelity Investment Trust: Fidelity International Discovery Fund; Class K Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPFX New Perspective Fund; Class R-5 Shares
Foreign Large Blend FIGRX Fidelity Investment Trust: Fidelity International Discovery Fund
Foreign Large Blend FIDKX Fidelity Investment Trust: Fidelity International Discovery Fund; Class K Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
SMALL BLEND LSSCX Loomis Sayles Funds I: Loomis Sayles Small Cap Value Fund; Institutional Class
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
LARGE GROWTH RGAFX Growth Fund of America
Small Growth IHSAX Hartford Mutual Funds
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Total Available Funds: 18
  • 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
WORLD STOCK RNPFX New Perspective Fund; Class R-5 Shares 91% 3 60 0 1.47% 5.72%
Foreign Large Blend FIGRX Fidelity Investment Trust: Fidelity International Discovery Fund 90% 3 60 0 0.99% 1.96%
Foreign Large Blend FIDKX Fidelity Investment Trust: Fidelity International Discovery Fund; Class K Shares 72% 3 60 0 0.99% 2.07%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 1.55%
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund 93% 3 60 0 0.42% 2.56%
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund 97% 3 60 0 1.23% 1.94%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund 90% 3 60 0 0.79% 4.95%
SMALL BLEND LSSCX Loomis Sayles Funds I: Loomis Sayles Small Cap Value Fund; Institutional Class 87% 3 60 0 1.4% 0.19%
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares 79% 3 60 0 0.09% 1.79%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 0.75%
Small Growth IHSAX Hartford Mutual Funds 34% 3 60 0 0.99% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.84%
Average Expense Ratio: 0.78%
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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

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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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