MyPlanIQ CARLE PROFIT SHARING PLAN

CARLE PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
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
US EQUITY
MID-CAP VALUE ARTQX Artisan Partners Funds
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund
Mid-Cap Growth FMCSX Fidelity Commonwealth Trust: Fidelity Mid-Cap Stock Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
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
US EQUITY
MID-CAP VALUE ARTQX Artisan Partners Funds
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund
Mid-Cap Growth FMCSX Fidelity Commonwealth Trust: Fidelity Mid-Cap Stock Fund
LARGE GROWTH FCNKX Fidelity Contrafund; Class K Shares
LARGE VALUE ACSTX AIM Sector Funds (Invesco Sector Funds): Invesco Comstock Fund; Class A Shares
Total Available Funds: 15
  • 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 FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares 72% 3 60 0 0.99% 4.5%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 3.2%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 2.92%
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund 80% 3 60 0 0.5% 1.59%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 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%
US EQUITY
MID-CAP VALUE ARTQX Artisan Partners Funds 91% 3 60 0 1.05% 17.63%
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund 82% 3 60 0 0.67% 0.02%
Mid-Cap Growth FMCSX Fidelity Commonwealth Trust: Fidelity Mid-Cap Stock Fund 77% 3 60 0 0.75% 0.87%
LARGE GROWTH FCNKX Fidelity Contrafund; Class K Shares 68% 3 60 0 0.55% 4.38%
LARGE VALUE ACSTX AIM Sector Funds (Invesco Sector Funds): Invesco Comstock Fund; Class A Shares 49% 3 60 0 1.55% 1.32%
Average Expense Ratio: 0.71%
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Related Retirement Plans
CARLE PROFIT SHARING 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

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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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