MyPlanIQ 401k Investor United Airlines Flight Attendant 401(k) Plan

United Airlines Flight Attendant 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income Fund
SHORT GOVERNMENT STABLEVALUE Fidelity Stable Return Fund
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
US EQUITY
LARGE VALUE FEQIX Fidelity Equity-Income Fund
LARGE GROWTH FOCPX Fidelity OTC Portfolio
LARGE GROWTH FDGRX Fidelity Growth Company Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Conservative Allocation FTANX Fidelity Asset Manager Income 20%
Moderate Allocation FBALX Fidelity Balanced Fund
Moderate Allocation FASGX Fidelity Asset Manager Growth 70%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005
ROOT CASH Fidelity Retirement Money Market Portfolio
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income Fund
SHORT GOVERNMENT STABLEVALUE Fidelity Stable Return Fund
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
US EQUITY
LARGE VALUE FEQIX Fidelity Equity-Income Fund
LARGE GROWTH FOCPX Fidelity OTC Portfolio
LARGE GROWTH FDGRX Fidelity Growth Company Fund
LARGE BLEND FUSEX Fidelity U.S. Equity Index Commingled Pool Class 2
Total Available Funds: 19
  • 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 FOSFX Fidelity Overseas Fund 88% 3 60 0 0.95% 1.05%
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund 86% 3 60 0 0.17% 0%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 96% 3 60 0 0.08% 2.34%
Conservative Allocation FTANX Fidelity Asset Manager Income 20% 95% 3 60 0 0.83% 2.81%
Moderate Allocation FBALX Fidelity Balanced Fund 80% 3 60 0 0.5% 1.59%
Moderate Allocation FASGX Fidelity Asset Manager Growth 70% 75% 3 60 0 0.97% 1.67%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 0% 3 60 0 NA 2.78%
ROOT CASH Fidelity Retirement Money Market Portfolio 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income Fund 91% 3 60 0 0.76% 1.87%
SHORT GOVERNMENT STABLEVALUE Fidelity Stable Return Fund 16% 3 60 0 NA 27.03%
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund 0% 3 60 0 0.13% 2.67%
US EQUITY
LARGE VALUE FEQIX Fidelity Equity-Income Fund 98% 3 60 0 0.57% 1.67%
LARGE GROWTH FOCPX Fidelity OTC Portfolio 94% 3 60 0 0.81% 0.06%
LARGE GROWTH FDGRX Fidelity Growth Company Fund 90% 3 60 0 0.79% 4.95%
LARGE BLEND FUSEX Fidelity U.S. Equity Index Commingled Pool Class 2 79% 3 60 0 0.09% 1.79%
Average Expense Ratio: 0.44%
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Related Retirement Plans
UNITED AIRLINES FLIGHT ATTENDANT 401(K) 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 7.1% 23.4% 9.4% 12.1% 8.6% 8.9%

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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 22 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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