MyPlanIQ 401k Investor L. B. Foster Company 401(k) and Profit Sharing Plan

L. B. Foster Company 401(k) and Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX fidelity International Discovery Fund
Foreign Large Blend FSIIX Spartan International Index Fund
Others
Target Date 2016-2020 FFFDX Freedom 2020 Equity funds
Target Date 2011-2015 FFVFX Freedom 2015 Equity funds
Target Date 2026-2030 FFFEX Freedom 2030 Equity funds
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Intermediate Government FGOVX fidelity Government Income Fund
Inflation-Protected Bond PRRIX Pacific Investment Management Company Real Return Institutional Fund
US EQUITY
MID-CAP VALUE FDVLX fidelity Value Fund
LARGE VALUE FEQIX Freedom Income Fund Equity funds
LARGE VALUE FEQIX fidelity Equity Income Fund
Total Available Funds: 30
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX fidelity International Discovery Fund
Foreign Large Blend FSIIX Spartan International Index Fund
Others
Target Date 2016-2020 FFFDX Freedom 2020 Equity funds
Target Date 2011-2015 FFVFX Freedom 2015 Equity funds
Target Date 2026-2030 FFFEX Freedom 2030 Equity funds
Target Date 2036-2040 FFFFX Freedom 2040 Equity funds
Target Date 2021-2025 FFTWX Freedom 2025 Equity funds
Target Date 2031-2035 FFTHX Freedom 2035 Equity funds
Target Date 2050+ FFFHX Freedom 2050 Equity funds
Target Date 2000-2010 FFFCX Freedom 2010 Equity funds
Target Date 2041-2045 FFFGX Freedom 2045 Equity funds
Target Date 2000-2010 FFFVX Freedom 2005 Equity funds
Moderate Allocation FBAKX fidelity Balanced Fund
ROOT CASH Mkt Fund money market
Target Date 2000-2010 FFFBX Freedom 2000 Equity funds
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Intermediate Government FGOVX fidelity Government Income Fund
Inflation-Protected Bond PRRIX Pacific Investment Management Company Real Return Institutional Fund
US EQUITY
MID-CAP VALUE FDVLX fidelity Value Fund
LARGE VALUE FEQIX Freedom Income Fund Equity funds
LARGE VALUE FEQIX fidelity Equity Income Fund
LARGE BLEND NYVTX Davis NY Venture Fund
SMALL BLEND FSLCX fidelity Small Cap Stock Fund
MID-CAP BLEND FSEMX Spartan Extended Mkt Index Fund
LARGE GROWTH FDCAX fidelity Cap app Fund
LARGE BLEND FSMAX Spartan 500 Index Fund
LARGE VALUE TESIX Mutual Shares Class A
MID-CAP BLEND FLPSX fidelity Low Price Stock Fund
SMALL VALUE PNVDX Allianz NFJ Small Cap Value Fund
Mid-Cap Growth ACTWX Columbia Acorn Select Z Fund
Total Available Funds: 30
  • 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 FIGRX fidelity International Discovery Fund 90% 3 60 0 0.99% 1.96%
Foreign Large Blend FSIIX Spartan International Index Fund 86% 3 60 0 0.17% 0%
Others
Target Date 2016-2020 FFFDX Freedom 2020 Equity funds 98% 3 60 0 0.58% 3.41%
Target Date 2011-2015 FFVFX Freedom 2015 Equity funds 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Freedom 2030 Equity funds 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Freedom 2040 Equity funds 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Freedom 2025 Equity funds 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Freedom 2035 Equity funds 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Freedom 2050 Equity funds 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Freedom 2010 Equity funds 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Freedom 2045 Equity funds 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Freedom 2005 Equity funds 87% 3 60 0 0.42% 2.92%
Moderate Allocation FBAKX fidelity Balanced Fund 69% 3 60 0 0.5% 1.66%
ROOT CASH Mkt Fund money market 0% 3 60 0 NA 4.14%
Target Date 2000-2010 FFFBX Freedom 2000 Equity funds 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
Intermediate Government FGOVX fidelity Government Income Fund 91% 3 60 0 0.76% 1.87%
Inflation-Protected Bond PRRIX Pacific Investment Management Company Real Return Institutional Fund 80% 3 60 0 1.37% 4.44%
US EQUITY
MID-CAP VALUE FDVLX fidelity Value Fund 99% 3 60 0 0.76% 0.99%
LARGE VALUE FEQIX Freedom Income Fund Equity funds 98% 3 60 0 0.57% 1.67%
LARGE VALUE FEQIX fidelity Equity Income Fund 98% 3 60 0 0.57% 1.67%
LARGE BLEND NYVTX Davis NY Venture Fund 92% 3 60 0 1.75% 8.07%
SMALL BLEND FSLCX fidelity Small Cap Stock Fund 82% 3 60 0 0.67% 0.02%
MID-CAP BLEND FSEMX Spartan Extended Mkt Index Fund 75% 3 60 0 0.1% 0%
LARGE GROWTH FDCAX fidelity Cap app Fund 73% 3 60 0 0.83% 3.39%
LARGE BLEND FSMAX Spartan 500 Index Fund 69% 3 60 0 0.03% 1.13%
LARGE VALUE TESIX Mutual Shares Class A 45% 3 60 0 1.25% 3.09%
MID-CAP BLEND FLPSX fidelity Low Price Stock Fund 1% 3 60 0 0.92% 1.69%
SMALL VALUE PNVDX Allianz NFJ Small Cap Value Fund 0% 3 60 0 1.18% 6.97%
Mid-Cap Growth ACTWX Columbia Acorn Select Z Fund 0% 3 60 0 0.92% 0.36%
Average Expense Ratio: 0.71%
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Related Retirement Plans
L.B. FOSTER COMPANY 401(K) AND PROFIT SHARING 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 2.5% 8.1% 3.3% 3.9% 5.4% 5.4%

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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:FSTR)
The plan consists of 30 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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