MyPlanIQ 401k Investor F5 Networks Inc 401(k) Profit Sharing Plan and Trust

F5 Networks Inc 401(k) Profit Sharing Plan and Trust

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
WORLD STOCK RWIGX AF CAP WORLD G&I R6
Others
Utilities FKUTX Franklin Utilities Fund A
Natural Resources FNARX Fidelity Select Portfolios Natural Resources
Industrials FCYIX Fidelity Select Portfolios: Industrials
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS
US EQUITY
LARGE BLEND FSTMX Fidelity Spartan Total Market Index
SMALL VALUE PSVIX ALLNZ NFJ SMCAPVAL I
LARGE BLEND NYVTX Davis NY Venture Fund, Inc.
Total Available Funds: 36
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
WORLD STOCK RWIGX AF CAP WORLD G&I R6
Others
Utilities FKUTX Franklin Utilities Fund A
Natural Resources FNARX Fidelity Select Portfolios Natural Resources
Industrials FCYIX Fidelity Select Portfolios: Industrials
Consumer Cyclical FSCPX Fidelity Select Consumer Discretionary
ROOT ODVIX Oppenheimer Developing Markets
Health SUHIX DWS Health Care
Technology CSFIX Seligman Communications & Information
Financial RPFGX Davis Financial Fund A
ROOT CASH Fidelity Retirement Money Market
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
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS
US EQUITY
LARGE BLEND FSTMX Fidelity Spartan Total Market Index
SMALL VALUE PSVIX ALLNZ NFJ SMCAPVAL I
LARGE BLEND NYVTX Davis NY Venture Fund, Inc.
LARGE GROWTH FDGRX Fidelity Growth Company
MID-CAP BLEND FSEMX Fidelity Spartan Extended Market Index
LARGE GROWTH FGCKX FID GROWTH CO K
LARGE VALUE MEIAX MFS Value Fund A
Mid-Cap Growth BARAX Baron Asset Fund
LARGE BLEND FUSVX SPTN 500 INDEX ADV
LARGE GROWTH FEXPX Fidelity Export and Multinational
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
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty 76% 1 60 0 0.88% 2.09%
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 1 60 0 0.99% 4.5%
WORLD STOCK RWIGX AF CAP WORLD G&I R6 33% 1 60 0 0.53% 3.8%
Others
Utilities FKUTX Franklin Utilities Fund A 97% 1 60 0 1.06% 2.58%
Natural Resources FNARX Fidelity Select Portfolios Natural Resources 96% 1 60 0 0.77% 1.55%
Industrials FCYIX Fidelity Select Portfolios: Industrials 74% 1 60 0 0.76% 0.72%
Consumer Cyclical FSCPX Fidelity Select Consumer Discretionary 71% 1 60 0 0.76% 1.1%
ROOT ODVIX Oppenheimer Developing Markets 69% 1 60 0 0.84% 0.97%
Health SUHIX DWS Health Care 61% 1 60 0 1.33% 0%
Technology CSFIX Seligman Communications & Information 56% 1 60 0 0.93% 0%
Financial RPFGX Davis Financial Fund A 33% 1 60 0 0.72% 7.03%
ROOT CASH Fidelity Retirement Money Market 0% 1 60 0 NA 4.14%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 1.34%
Target Date 2050+ FDENX FID FREEDOM K 2055 0% 1 60 0 0.05% 0%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 2.15%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 1.44%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 1 60 0 0.83% 3.98%
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS 0% 1 60 0 0.03% 2.75%
US EQUITY
LARGE BLEND FSTMX Fidelity Spartan Total Market Index 94% 1 60 0 0.09% 1.62%
SMALL VALUE PSVIX ALLNZ NFJ SMCAPVAL I 93% 1 60 0 0.91% 1.89%
LARGE BLEND NYVTX Davis NY Venture Fund, Inc. 92% 1 60 0 1.75% 8.07%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 1 60 0 0.79% 4.95%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Market Index 75% 1 60 0 0.1% 0%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 1 60 0 0.79% 4.92%
LARGE VALUE MEIAX MFS Value Fund A 56% 1 60 0 0.8% 8.34%
Mid-Cap Growth BARAX Baron Asset Fund 35% 1 60 0 1.33% 3.55%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 1 60 0 0.04% 1.84%
LARGE GROWTH FEXPX Fidelity Export and Multinational 0% 1 60 0 0.74% 1.18%
Average Expense Ratio: 0.68%
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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 0.5% 8.5% 0.8% 6.3% 9.8% 10.6%

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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 36 funds. It covers 4 major asset classes and 29 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity and Fixed Income.
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