MyPlanIQ 401k Investor Bengal Transportation Services 401K Plan Fidelity NetBenefits

Bengal Transportation Services 401K Plan Fidelity NetBenefits

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I
Foreign Large Growth AIEVX Invesco International Growth I
Foreign Large Growth FICDX Fidelity Canada
Others
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Conservative Allocation PRPFX Permanent Portfolio
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
High Yield Bond AHIYX Invesco High Yield Institutional
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I
Foreign Large Growth AIEVX Invesco International Growth I
Foreign Large Growth FICDX Fidelity Canada
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
Others
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Conservative Allocation PRPFX Permanent Portfolio
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Aggressive Allocation AOGIX American Century One Choice Agrsv Inv
Moderate Allocation OAKBX Oakmark Equity & Income I
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
World Allocation MALOX BlackRock Global Allocation Instl
Health FSMEX Fidelity Select Medical Equip & Systems
Utilities BULIX American Century Utilities Inv
EQUITY PRECIOUS METALS EKWAX Wells Fargo Advantage Precious Metals A
Money Market-Taxable FRTXX Fidelity Retirement Money Market
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
High Yield Bond AHIYX Invesco High Yield Institutional
Multisector Bond FSICX Fidelity Strategic Income
WORLD BOND TPINX Templeton Global Bond A
Inflation-Protected Bond PARRX PIMCO Real Return Admin
Short-Term Bond PLDAX PIMCO Low Duration Admin
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I
SMALL BLEND FSCRX Fidelity Small Cap Discovery
LARGE VALUE DDFIX Invesco Diversified Dividend Instl
Mid-Cap Growth CLSPX Columbia Mid Cap Growth Z
LARGE GROWTH NBSTX Neuberger Berman Socially Resp Tr
SMALL VALUE HRVIX Heartland Value Plus
Small Growth ORIGX Pioneer Oak Ridge Small Cap Growth A
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
LARGE GROWTH FLGEX Fidelity Large Cap Growth Enhanced Index
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
Total Available Funds: 36
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A 65% 3 60 0 0.84% 0.51%
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I 100% 3 60 0 0.75% 1.85%
Foreign Large Growth AIEVX Invesco International Growth I 93% 3 60 0 1.27% 1.81%
Foreign Large Growth FICDX Fidelity Canada 52% 3 60 0 0.86% 3.22%
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg 0% 3 60 0 0.07% 2.62%
Others
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 2.56%
Conservative Allocation PRPFX Permanent Portfolio 97% 3 60 0 0.82% 1.29%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 1.76%
Aggressive Allocation AOGIX American Century One Choice Agrsv Inv 94% 3 60 0 0.93% 2.01%
Moderate Allocation OAKBX Oakmark Equity & Income I 91% 3 60 0 0.83% 2.73%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 1.71%
World Allocation MALOX BlackRock Global Allocation Instl 90% 3 60 0 0.84% 1.48%
Health FSMEX Fidelity Select Medical Equip & Systems 77% 3 60 0 0.84% 2.05%
Utilities BULIX American Century Utilities Inv 65% 3 60 0 0.65% 2.67%
EQUITY PRECIOUS METALS EKWAX Wells Fargo Advantage Precious Metals A 24% 3 60 0 0.79% 0%
Money Market-Taxable FRTXX Fidelity Retirement Money Market 0% 1 60 0 NA NA
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income 91% 3 60 0 0.76% 2.88%
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M 89% 3 60 0 0.52% 4.15%
High Yield Bond AHIYX Invesco High Yield Institutional 77% 3 60 0 1.04% 6.86%
Multisector Bond FSICX Fidelity Strategic Income 74% 3 60 0 0.7% 2.07%
WORLD BOND TPINX Templeton Global Bond A 73% 3 60 0 0.96% 4.5%
Inflation-Protected Bond PARRX PIMCO Real Return Admin 61% 3 60 0 1.37% 4.19%
Short-Term Bond PLDAX PIMCO Low Duration Admin 56% 3 60 0 1.05% 3.84%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 2.71%
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I 92% 3 60 0 0.79% 1.09%
SMALL BLEND FSCRX Fidelity Small Cap Discovery 90% 3 60 0 1.07% 4.32%
LARGE VALUE DDFIX Invesco Diversified Dividend Instl 87% 3 60 0 0.82% 2.03%
Mid-Cap Growth CLSPX Columbia Mid Cap Growth Z 85% 3 60 0 0.88% 0%
LARGE GROWTH NBSTX Neuberger Berman Socially Resp Tr 80% 3 60 0 1.3% 8.56%
SMALL VALUE HRVIX Heartland Value Plus 64% 3 60 0 1.01% 2.23%
Small Growth ORIGX Pioneer Oak Ridge Small Cap Growth A 52% 3 60 0 1.6% 64.63%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 17.04%
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg 0% 3 60 0 0.04% 1.84%
LARGE GROWTH FLGEX Fidelity Large Cap Growth Enhanced Index 0% 3 60 0 0.39% 0.6%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 1.17%
Average Expense Ratio: 0.79%
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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 0.4% 2.4% -0.2% 5.1% 4.0% 7.0%

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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:)
The plan consists of 36 funds. It covers 4 major asset classes and 31 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, US Equity and Emerging Market Equity.

This plan is created upon a user's request.



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