MyPlanIQ 401k Investor Bottomline Technologies 401(k) Plan

Bottomline Technologies 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 40
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS JFAMX JPMorgan Emerging Mkts Eq A
DIVERSIFIED EMERGING MKTS JEMSX JPMorgan Emerging Mkts Eq Sel
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery
Others
Technology FADTX Fidelity Advisor Technology A
Moderate Allocation FABLX Fidelity Advisor Balanced A
Natural Resources FFGIX Fidelity Advisor Global Cmdty Stk I
FIXED INCOME
Short-Term Bond CSDAX Calvert Short Duration Income A
Multisector Bond FSRIX Fidelity Advisor Strategic Income I
Multisector Bond FSTAX Fidelity Advisor Strategic Income A
Total Available Funds: 40
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS JFAMX JPMorgan Emerging Mkts Eq A
DIVERSIFIED EMERGING MKTS JEMSX JPMorgan Emerging Mkts Eq Sel
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery
Others
Technology FADTX Fidelity Advisor Technology A
Moderate Allocation FABLX Fidelity Advisor Balanced A
Natural Resources FFGIX Fidelity Advisor Global Cmdty Stk I
Natural Resources FFGAX Fidelity Advisor Global Cmdty Stk A
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 I
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A
Target Date 2046-2050 FFFLX Fidelity Advisor Freedom 2050 A
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A
Target Date 2051+ FHFAX Fidelity Advisor Freedom 2055 A
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A
Retirement Income FIAFX Fidelity Advisor Freedom Inc I
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A
Retirement Income FAFAX Fidelity Advisor Freedom Inc A
FIXED INCOME
Short-Term Bond CSDAX Calvert Short Duration Income A
Multisector Bond FSRIX Fidelity Advisor Strategic Income I
Multisector Bond FSTAX Fidelity Advisor Strategic Income A
Intermediate Government FVIAX Fidelity Advisor Government Income A
Short-Term Bond CSDYX Calvert Short Duration Income Y
US EQUITY
MID-CAP VALUE VETAX Victory Established Value A
Mid-Cap Growth FIIAX Fidelity Advisor Mid Cap II A
SMALL BLEND FSCDX Fidelity Advisor Small Cap A
LARGE GROWTH FINSX Fidelity Advisor New Insights I
LARGE BLEND EAERX Eaton Vance Lg Cap Core Research A
LARGE GROWTH FNIAX Fidelity Advisor New Insights A
LARGE BLEND OGEAX JPMorgan Equity Index A
LARGE GROWTH MLAAX MainStay Large Cap Growth A
SMALL BLEND RYTFX Royce Total Return Svc
LARGE VALUE PNEAX Allianz NFJ Dividend Value A
LARGE VALUE TWEIX American Century Equity Income Inv
LARGE VALUE TWEAX American Century Equity Income A
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A
LARGE BLEND AASPX American Beacon S&P 500 Idx Instl
Total Available Funds: 40
  • 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 JFAMX JPMorgan Emerging Mkts Eq A 27% 3 60 0 0.79% 0.1%
DIVERSIFIED EMERGING MKTS JEMSX JPMorgan Emerging Mkts Eq Sel 26% 3 60 0 0.79% 0.35%
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery 55% 3 60 0 0.99% 1.96%
Others
Technology FADTX Fidelity Advisor Technology A 97% 3 60 0 1.21% 0%
Moderate Allocation FABLX Fidelity Advisor Balanced A 93% 3 60 0 1.57% 1.29%
Natural Resources FFGIX Fidelity Advisor Global Cmdty Stk I 81% 3 60 0 1.94% 2.16%
Natural Resources FFGAX Fidelity Advisor Global Cmdty Stk A 78% 3 60 0 1.94% 1.86%
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A 67% 3 60 0 1.75% 1.52%
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 I 66% 3 60 0 1.16% 1.8%
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A 55% 3 60 0 1.25% 1.8%
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A 55% 3 60 0 0.96% 1.77%
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A 52% 3 60 0 1.62% 2.94%
Target Date 2046-2050 FFFLX Fidelity Advisor Freedom 2050 A 52% 3 60 0 1% 1.7%
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A 47% 3 60 0 0.66% 2.05%
Target Date 2051+ FHFAX Fidelity Advisor Freedom 2055 A 43% 3 60 0 0.75% 2.3%
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A 30% 3 60 0 1.54% 2.81%
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A 26% 3 60 0 0.51% 2.58%
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A 23% 3 60 0 0.49% 2.97%
Retirement Income FIAFX Fidelity Advisor Freedom Inc I 17% 3 60 0 0.47% 2.88%
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A 10% 3 60 0 1.47% 3.15%
Retirement Income FAFAX Fidelity Advisor Freedom Inc A 10% 3 60 0 1.47% 2.93%
FIXED INCOME
Short-Term Bond CSDAX Calvert Short Duration Income A 90% 3 60 0 0.51% 3.42%
Multisector Bond FSRIX Fidelity Advisor Strategic Income I 85% 3 60 0 0.98% 4.28%
Multisector Bond FSTAX Fidelity Advisor Strategic Income A 77% 3 60 0 0.97% 3.08%
Intermediate Government FVIAX Fidelity Advisor Government Income A 35% 3 60 0 0.76% 1.62%
Short-Term Bond CSDYX Calvert Short Duration Income Y 0% 3 60 0 0.79% 0.2%
US EQUITY
MID-CAP VALUE VETAX Victory Established Value A 86% 3 60 0 1.65% 5.83%
Mid-Cap Growth FIIAX Fidelity Advisor Mid Cap II A 85% 3 60 0 0.74% 0.21%
SMALL BLEND FSCDX Fidelity Advisor Small Cap A 83% 3 60 0 2.15% 4.64%
LARGE GROWTH FINSX Fidelity Advisor New Insights I 82% 3 60 0 0.7% 0.39%
LARGE BLEND EAERX Eaton Vance Lg Cap Core Research A 79% 3 60 0 1.73% 11.87%
LARGE GROWTH FNIAX Fidelity Advisor New Insights A 77% 3 60 0 0.7% 6.28%
LARGE BLEND OGEAX JPMorgan Equity Index A 76% 3 60 0 0.45% 1.07%
LARGE GROWTH MLAAX MainStay Large Cap Growth A 75% 3 60 0 1.33% 0%
SMALL BLEND RYTFX Royce Total Return Svc 59% 3 60 0 1.95% 9.42%
LARGE VALUE PNEAX Allianz NFJ Dividend Value A 16% 3 60 0 1.72% 16.31%
LARGE VALUE TWEIX American Century Equity Income Inv 15% 3 60 0 1.18% 2.37%
LARGE VALUE TWEAX American Century Equity Income A 12% 3 60 0 0.59% 8.62%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A 7% 3 60 0 0.89% 16.12%
LARGE BLEND AASPX American Beacon S&P 500 Idx Instl 0% 3 60 0 0.16% 0%
Average Expense Ratio: 1.11%
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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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