MyPlanIQ AHLSTROM RETIREMENT SAVINGS PLAN

AHLSTROM RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Convertibles FCVSX Fidelity Financial Trust: Fidelity Convertible Securities Fund
Target Date 2000-2010 FFKBX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund
Retirement Income FFKAX Fidelity Aberdeen Street Trust: Fidelity Freedom K Income Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Convertibles FCVSX Fidelity Financial Trust: Fidelity Convertible Securities Fund
Target Date 2000-2010 FFKBX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund
Retirement Income FFKAX Fidelity Aberdeen Street Trust: Fidelity Freedom K Income Fund
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund
Target Date 2000-2010 FFKVX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2005 Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
Target Date 2000-2010 FFKCX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2010 Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
Total Available Funds: 12
  • 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
Others
Convertibles FCVSX Fidelity Financial Trust: Fidelity Convertible Securities Fund 87% 3 60 0 1.04% 2.12%
Target Date 2000-2010 FFKBX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund 0% 3 60 0 0.39% 2.83%
Retirement Income FFKAX Fidelity Aberdeen Street Trust: Fidelity Freedom K Income Fund 0% 3 60 0 0.39% 1.34%
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund 0% 3 60 0 0.51% 2.06%
Target Date 2000-2010 FFKVX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2005 Fund 0% 3 60 0 0.46% 1.44%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 0%
Target Date 2000-2010 FFKCX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2010 Fund 0% 3 60 0 0.5% 2.15%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 98% 3 60 0 0.55% 4.32%
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund 93% 3 60 0 0.69% 0%
LARGE GROWTH FMAGX Fidelity Magellan Fund 79% 3 60 0 0.52% 0.34%
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund 28% 3 60 0 0.67% 0.02%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 1.69%
Average Expense Ratio: 0.59%
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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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