MyPlanIQ 401k Investor ACI Worldwide Fidelity 401(k)

ACI Worldwide Fidelity 401(k)

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX PRIDX
Foreign Large Blend RERGX RERGX
Foreign Large Blend FSIVX FSIVX
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX
WORLD BOND OIBYX OIBYX
High Yield Bond FAGIX FAGIX
US EQUITY
LARGE GROWTH FCNTX FCNTX
LARGE GROWTH FOCPX FOCPX
SMALL VALUE PSVIX PSVIX
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX PRIDX
Foreign Large Blend RERGX RERGX
Foreign Large Blend FSIVX FSIVX
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX
WORLD BOND OIBYX OIBYX
High Yield Bond FAGIX FAGIX
Intermediate-Term Bond FSITX FSITX
US EQUITY
LARGE GROWTH FCNTX FCNTX
LARGE GROWTH FOCPX FOCPX
SMALL VALUE PSVIX PSVIX
LARGE VALUE AADEX AADEX
Small Growth JGMNX JGMNX
LARGE BLEND FUSVX FUSVX
MID-CAP BLEND FSEVX FSEVX
Total Available Funds: 14
  • 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 SMALL/MID GROWTH PRIDX PRIDX 88% 3 60 0 1.23% 2.12%
Foreign Large Blend RERGX RERGX 32% 3 60 0 0.9% 4.03%
Foreign Large Blend FSIVX FSIVX 0% 3 60 0 0.07% 2.62%
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX 97% 3 60 0 0.83% 3.98%
WORLD BOND OIBYX OIBYX 94% 3 60 0 0.71% 4.58%
High Yield Bond FAGIX FAGIX 92% 3 60 0 0.93% 4.03%
Intermediate-Term Bond FSITX FSITX 0% 3 60 0 0.11% 0%
US EQUITY
LARGE GROWTH FCNTX FCNTX 96% 3 60 0 0.55% 4.32%
LARGE GROWTH FOCPX FOCPX 94% 3 60 0 0.81% 0.06%
SMALL VALUE PSVIX PSVIX 93% 3 60 0 0.91% 1.89%
LARGE VALUE AADEX AADEX 78% 3 60 0 0.94% 1.65%
Small Growth JGMNX JGMNX 3% 3 60 0 0.69% 12.95%
LARGE BLEND FUSVX FUSVX 0% 3 60 0 0.04% 1.84%
MID-CAP BLEND FSEVX FSEVX 0% 3 60 0 0.07% 1.17%
Average Expense Ratio: 0.63%
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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 -3.3% -5.9% 3.7% 2.9% 7.3% 5.9%

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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 14 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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