MyPlanIQ 401k Investor EXPERIAN PERSONAL INVESTMENT PLAN

EXPERIAN PERSONAL INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040
Retirement Income TRRIX TRP RETIRE INCOME
Moderate Allocation FPURX FID PURITAN
FIXED INCOME
Inflation-Protected Bond VIPSX VANG INFL PROT SEC
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK
SMALL VALUE PSVIX ALLIANZ NFJ SM CAP VAL
Small Growth HASGX HARBOR SM CAP GRTH I
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040
Retirement Income TRRIX TRP RETIRE INCOME
Moderate Allocation FPURX FID PURITAN
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050+ FDENX FID FREEDOM K 2055
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
FIXED INCOME
Inflation-Protected Bond VIPSX VANG INFL PROT SEC
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK
SMALL VALUE PSVIX ALLIANZ NFJ SM CAP VAL
Small Growth HASGX HARBOR SM CAP GRTH I
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I
Small Growth MSSGX MISF SMALL CO GRTH I
LARGE BLEND VDSIX VICTORY DIVRSD STK I
LARGE GROWTH VMRGX VANG MORGAN GROWTH
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FXSIX SPTN 500 INDEX INST
Total Available Funds: 29
  • 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 FID DIVERSIFD INTL K 72% 1 60 0 0.99% 4.47%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 1 60 0 0.07% 2.44%
Others
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040 100% 1 60 0 0.6% 5.91%
Retirement Income TRRIX TRP RETIRE INCOME 91% 1 60 0 0.34% 4.38%
Moderate Allocation FPURX FID PURITAN 82% 1 60 0 0.5% 5.72%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 3.89%
Target Date 2050+ FDENX FID FREEDOM K 2055 0% 1 60 0 0.05% 3.38%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 3.89%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 3.92%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 4.66%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 4.48%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 3.82%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 4.63%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 3.87%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 6.93%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 6.98%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 5.14%
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 1 60 0 0.39% 4.72%
FIXED INCOME
Inflation-Protected Bond VIPSX VANG INFL PROT SEC 98% 1 60 0 0.07% 3.87%
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 1 60 0 0.83% 3.99%
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK 93% 1 60 0 0.52% 6.05%
SMALL VALUE PSVIX ALLIANZ NFJ SM CAP VAL 93% 1 60 0 0.91% 10.25%
Small Growth HASGX HARBOR SM CAP GRTH I 90% 1 60 0 0.88% 0.04%
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I 80% 1 60 0 0.74% 0%
Small Growth MSSGX MISF SMALL CO GRTH I 70% 1 60 0 2.1% 0%
LARGE BLEND VDSIX VICTORY DIVRSD STK I 59% 1 60 0 0.78% 11.07%
LARGE GROWTH VMRGX VANG MORGAN GROWTH 0% 1 60 0 0.42% 0%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 4.47%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 1 60 0 0.04% 2.05%
Average Expense Ratio: 0.56%
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Related Retirement Plans
EXPERIAN PERSONAL INVESTMENT 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 4.9% 14.9% 2.4% 8.7% 6.5% 7.7%

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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
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, Foreign Equity and Fixed Income.


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