MyPlanIQ 401k Investor Lynda.com 401(k) Profit Sharing Plan

Lynda.com 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 43
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEAX Fidelity Advisor Real Estate A
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International A
Foreign Large Blend FAIDX Fidelity Advisor Intl Discovery A
WORLD STOCK FWAFX Fidelity Advisor Worldwide A
Others
Utilities FUGAX Fidelity Advisor Utilities A
Health FBTAX Fidelity Advisor Biotechnology A
Equity Energy FANAX Fidelity Advisor Energy A
FIXED INCOME
Multisector Bond FSTAX Fidelity Advisor Strategic Income A
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate Government FVIAX Fidelity Advisor Government Income A
Total Available Funds: 43
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEAX Fidelity Advisor Real Estate A
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International A
Foreign Large Blend FAIDX Fidelity Advisor Intl Discovery A
WORLD STOCK FWAFX Fidelity Advisor Worldwide A
Others
Utilities FUGAX Fidelity Advisor Utilities A
Health FBTAX Fidelity Advisor Biotechnology A
Equity Energy FANAX Fidelity Advisor Energy A
Industrials FCLAX Fidelity Advisor Industrials A
Health FACDX Fidelity Advisor Health Care A
Target Date 2046-2050 FFFLX Fidelity Advisor Freedom 2050 A
Technology FADTX Fidelity Advisor Technology A
Consumer Cyclical FCNAX Fidelity Advisor Consumer Discret A
Communications FDMAX Fidelity Advisor Communications Equip A
Technology FELAX Fidelity Advisor Electronics A
Consumer Defensive FDAGX Fidelity Advisor Consumer Staples A
EQUITY PRECIOUS METALS FGDAX Fidelity Advisor Gold A
Natural Resources FMFAX Fidelity Advisor Materials A
Communications FTUAX Fidelity Advisor Telecommunications A
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A
Retirement Income FAFAX Fidelity Advisor Freedom Inc A
Financial FIDAX JHancock Financial Industries A
Target Date 2051+ FHFAX Fidelity Advisor Freedom 2055 A
FIXED INCOME
Multisector Bond FSTAX Fidelity Advisor Strategic Income A
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate Government FVIAX Fidelity Advisor Government Income A
US EQUITY
LARGE BLEND PEOPX Dreyfus S&P 500 Index
SMALL VALUE FCVAX Fidelity Advisor Small Cap Value A
Small Growth LAGWX Lord Abbett Developing Growth A
LARGE VALUE MEIHX MFS Value R3
Mid-Cap Growth FIIAX Fidelity Advisor Mid Cap II A
SMALL BLEND FSCDX Fidelity Advisor Small Cap A
LARGE GROWTH FNIAX Fidelity Advisor New Insights A
MID-CAP BLEND PMBMX Principal MidCap Blend R3
MID-CAP VALUE JMVIX Perkins Mid Cap Value S
SMALL BLEND ATIAX Invesco Small Companies A
Total Available Funds: 43
  • 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 FHEAX Fidelity Advisor Real Estate A 90% 3 60 0 1.07% 2.26%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International A 66% 3 60 0 1.23% 0%
Foreign Large Blend FAIDX Fidelity Advisor Intl Discovery A 49% 3 60 0 0.99% 1.61%
WORLD STOCK FWAFX Fidelity Advisor Worldwide A 36% 3 60 0 1.47% 0.75%
Others
Utilities FUGAX Fidelity Advisor Utilities A 78% 3 60 0 0.76% 3.34%
Health FBTAX Fidelity Advisor Biotechnology A 77% 3 60 0 0.73% 1.22%
Equity Energy FANAX Fidelity Advisor Energy A 76% 3 60 0 1.05% 2.21%
Industrials FCLAX Fidelity Advisor Industrials A 74% 3 60 0 1.02% 9.66%
Health FACDX Fidelity Advisor Health Care A 73% 3 60 0 1.72% 0%
Target Date 2046-2050 FFFLX Fidelity Advisor Freedom 2050 A 73% 3 60 0 1% 1.37%
Technology FADTX Fidelity Advisor Technology A 72% 3 60 0 1.21% 4.82%
Consumer Cyclical FCNAX Fidelity Advisor Consumer Discret A 71% 3 60 0 0.62% 0%
Communications FDMAX Fidelity Advisor Communications Equip A 71% 3 60 0 1.4% 6.25%
Technology FELAX Fidelity Advisor Electronics A 70% 3 60 0 1.26% 4.4%
Consumer Defensive FDAGX Fidelity Advisor Consumer Staples A 69% 3 60 0 1.01% 5.31%
EQUITY PRECIOUS METALS FGDAX Fidelity Advisor Gold A 68% 3 60 0 0.77% 0.32%
Natural Resources FMFAX Fidelity Advisor Materials A 68% 3 60 0 0.76% 4.63%
Communications FTUAX Fidelity Advisor Telecommunications A 67% 3 60 0 1.13% 2.61%
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A 67% 3 60 0 1.25% 1.47%
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A 65% 3 60 0 0.96% 1.6%
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A 64% 3 60 0 0.49% 2.54%
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A 63% 3 60 0 1.62% 2.01%
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A 63% 3 60 0 1.54% 2.45%
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A 62% 3 60 0 1.47% 2.56%
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A 57% 3 60 0 0.66% 1.83%
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A 57% 3 60 0 1.75% 1.27%
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A 56% 3 60 0 0.51% 2.24%
Retirement Income FAFAX Fidelity Advisor Freedom Inc A 46% 3 60 0 1.47% 2.62%
Financial FIDAX JHancock Financial Industries A 32% 3 60 0 1.94% 2.24%
Target Date 2051+ FHFAX Fidelity Advisor Freedom 2055 A 30% 3 60 0 0.75% 1.72%
FIXED INCOME
Multisector Bond FSTAX Fidelity Advisor Strategic Income A 67% 3 60 0 0.97% 4.26%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 3.67%
Intermediate Government FVIAX Fidelity Advisor Government Income A 19% 3 60 0 0.76% 2.44%
US EQUITY
LARGE BLEND PEOPX Dreyfus S&P 500 Index 72% 3 60 0 0.5% 6.7%
SMALL VALUE FCVAX Fidelity Advisor Small Cap Value A 63% 3 60 0 1.5% 5.85%
Small Growth LAGWX Lord Abbett Developing Growth A 61% 3 60 0 0.59% 0%
LARGE VALUE MEIHX MFS Value R3 55% 3 60 0 0.8% 8.37%
Mid-Cap Growth FIIAX Fidelity Advisor Mid Cap II A 53% 3 60 0 0.74% 5.25%
SMALL BLEND FSCDX Fidelity Advisor Small Cap A 51% 3 60 0 2.15% 1.58%
LARGE GROWTH FNIAX Fidelity Advisor New Insights A 48% 3 60 0 0.7% 6.36%
MID-CAP BLEND PMBMX Principal MidCap Blend R3 47% 3 60 0 0.94% 3.03%
MID-CAP VALUE JMVIX Perkins Mid Cap Value S 28% 3 60 0 0.5% 9.18%
SMALL BLEND ATIAX Invesco Small Companies A 0% 3 60 0 1.28% 40.18%
Average Expense Ratio: 1.07%
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Model Portfolios

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
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