MyPlanIQ 401k Investor Schechter Brucker P.C. 401(k) Profit Sharing Plan Trust

Schechter Brucker P.C. 401(k) Profit Sharing Plan Trust

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FAERX Fidelity Advisor Overseas T
Others
Target Date 2046-2050 FFFQX Fidelity Advisor Freedom 2050 T
Target Date 2041-2045 FFFTX Fidelity Advisor Freedom 2045 T
Target Date 2031-2035 FTTHX Fidelity Advisor Freedom 2035 T
FIXED INCOME
Multisector Bond FSIAX Fidelity Advisor Strategic Income T
Intermediate-Term Bond FTBRX Fidelity Advisor Intermediate Bond T
Intermediate Government FVITX Fidelity Advisor Government Income T
US EQUITY
LARGE BLEND FDGTX Fidelity Advisor Dividend Growth T
SMALL BLEND FSCTX Fidelity Advisor Small Cap T
LARGE VALUE FEIRX Fidelity Advisor Equity Income T
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FAERX Fidelity Advisor Overseas T
Others
Target Date 2046-2050 FFFQX Fidelity Advisor Freedom 2050 T
Target Date 2041-2045 FFFTX Fidelity Advisor Freedom 2045 T
Target Date 2031-2035 FTTHX Fidelity Advisor Freedom 2035 T
Target Date 2021-2025 FTTWX Fidelity Advisor Freedom 2025 T
Target Date 2011-2015 FFVTX Fidelity Advisor Freedom 2015 T
Target Date 2000-2010 FCFTX Fidelity Advisor Freedom 2010 T
Target Date 2000-2010 FFTVX Fidelity Advisor Freedom 2005 T
Target Date 2026-2030 FTFEX Fidelity Advisor Freedom 2030 T
Target Date 2036-2040 FTFFX Fidelity Advisor Freedom 2040 T
Target Date 2016-2020 FDTFX Fidelity Advisor Freedom 2020 T
Moderate Allocation FAIGX Fidelity Advisor Balanced T
Retirement Income FTAFX Fidelity Advisor Freedom Income T
ROOT CASH Fidelity Prime Fund; Daily Money Class
FIXED INCOME
Multisector Bond FSIAX Fidelity Advisor Strategic Income T
Intermediate-Term Bond FTBRX Fidelity Advisor Intermediate Bond T
Intermediate Government FVITX Fidelity Advisor Government Income T
US EQUITY
LARGE BLEND FDGTX Fidelity Advisor Dividend Growth T
SMALL BLEND FSCTX Fidelity Advisor Small Cap T
LARGE VALUE FEIRX Fidelity Advisor Equity Income T
LARGE GROWTH FAGOX Fidelity Advisor Growth Opportunities T
Mid-Cap Growth FMCAX Fidelity Advisor Stock Selector Mid Cap T
LARGE GROWTH FAEGX Fidelity Advisor Equity Growth T
Total Available Funds: 23
  • 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 FAERX Fidelity Advisor Overseas T 44% 1 60 0 2.16% 0.45%
Others
Target Date 2046-2050 FFFQX Fidelity Advisor Freedom 2050 T 72% 1 60 0 1% 1.53%
Target Date 2041-2045 FFFTX Fidelity Advisor Freedom 2045 T 65% 1 60 0 1.25% 1.68%
Target Date 2031-2035 FTTHX Fidelity Advisor Freedom 2035 T 64% 1 60 0 0.96% 1.66%
Target Date 2021-2025 FTTWX Fidelity Advisor Freedom 2025 T 62% 1 60 0 1.62% 2.16%
Target Date 2011-2015 FFVTX Fidelity Advisor Freedom 2015 T 61% 1 60 0 1.54% 2.55%
Target Date 2000-2010 FCFTX Fidelity Advisor Freedom 2010 T 59% 1 60 0 0.49% 2.74%
Target Date 2000-2010 FFTVX Fidelity Advisor Freedom 2005 T 56% 1 60 0 1.47% 2.94%
Target Date 2026-2030 FTFEX Fidelity Advisor Freedom 2030 T 56% 1 60 0 0.66% 1.88%
Target Date 2036-2040 FTFFX Fidelity Advisor Freedom 2040 T 55% 1 60 0 1.75% 1.38%
Target Date 2016-2020 FDTFX Fidelity Advisor Freedom 2020 T 54% 1 60 0 0.51% 2.7%
Moderate Allocation FAIGX Fidelity Advisor Balanced T 47% 1 60 0 1.57% 1.04%
Retirement Income FTAFX Fidelity Advisor Freedom Income T 44% 1 60 0 1.47% 2.69%
ROOT CASH Fidelity Prime Fund; Daily Money Class 0% 1 60 0 NA 4.14%
FIXED INCOME
Multisector Bond FSIAX Fidelity Advisor Strategic Income T 68% 1 60 0 0.97% 3.09%
Intermediate-Term Bond FTBRX Fidelity Advisor Intermediate Bond T 44% 1 60 0 0.35% 1.6%
Intermediate Government FVITX Fidelity Advisor Government Income T 18% 1 60 0 0.76% 1.64%
US EQUITY
LARGE BLEND FDGTX Fidelity Advisor Dividend Growth T 51% 1 60 0 0.43% 7.69%
SMALL BLEND FSCTX Fidelity Advisor Small Cap T 50% 1 60 0 2.15% 5.27%
LARGE VALUE FEIRX Fidelity Advisor Equity Income T 42% 1 60 0 0.65% 5.24%
LARGE GROWTH FAGOX Fidelity Advisor Growth Opportunities T 41% 1 60 0 0.52% 0%
Mid-Cap Growth FMCAX Fidelity Advisor Stock Selector Mid Cap T 34% 1 60 0 0.72% 8.48%
LARGE GROWTH FAEGX Fidelity Advisor Equity Growth T 30% 1 60 0 0.72% 1.76%
Average Expense Ratio: 1.08%
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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 1.8% 9.6% 3.6% 8.4% 5.6% 7.5%

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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 23 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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