MyPlanIQ 401k Investor Facebook 401(k) Plan

Facebook 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate Institutional
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas T
Foreign Large Value TRIGX T. Rowe Price Intl Gr & Inc
Others
Target Date 2046-2050 FFFPX Fidelity Advisor Freedom 2050 I
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 I
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 I
US EQUITY
LARGE VALUE MADVX BlackRock Equity Dividend Instl
MID-CAP VALUE CMVIX BlackRock Mid-Cap Value Equity Instl
Small Growth OGGFX JPMorgan Small Cap Growth Select
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate Institutional
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas T
Foreign Large Value TRIGX T. Rowe Price Intl Gr & Inc
Others
Target Date 2046-2050 FFFPX Fidelity Advisor Freedom 2050 I
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 I
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 I
Target Date 2041-2045 FFFIX Fidelity Advisor Freedom 2045 I
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 I
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 I
Retirement Income FIAFX Fidelity Advisor Freedom Inc I
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 I
Target Date 2051+ FHFIX Fidelity Advisor Freedom 2055 I
US EQUITY
LARGE VALUE MADVX BlackRock Equity Dividend Instl
MID-CAP VALUE CMVIX BlackRock Mid-Cap Value Equity Instl
Small Growth OGGFX JPMorgan Small Cap Growth Select
Mid-Cap Growth ACRNX Columbia Acorn Z
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Total Available Funds: 19
  • 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 IARIX Invesco Real Estate Institutional 78% 3 60 0 1.24% 2.47%
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas T 95% 3 60 0 2.06% 2.7%
Foreign Large Value TRIGX T. Rowe Price Intl Gr & Inc 77% 3 60 0 0% 2.64%
Others
Target Date 2046-2050 FFFPX Fidelity Advisor Freedom 2050 I 93% 3 60 0 1% 1.79%
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 I 92% 3 60 0 1.07% 2.15%
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 I 91% 3 60 0 0.96% 1.9%
Target Date 2041-2045 FFFIX Fidelity Advisor Freedom 2045 I 90% 3 60 0 1.25% 1.93%
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 I 89% 3 60 0 1.16% 1.8%
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 I 88% 3 60 0 1.24% 1.17%
Retirement Income FIAFX Fidelity Advisor Freedom Inc I 86% 3 60 0 0.47% 2.88%
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 I 85% 3 60 0 0.73% 2.62%
Target Date 2051+ FHFIX Fidelity Advisor Freedom 2055 I 16% 3 60 0 0.75% 2.3%
US EQUITY
LARGE VALUE MADVX BlackRock Equity Dividend Instl 91% 3 60 0 1% 7.21%
MID-CAP VALUE CMVIX BlackRock Mid-Cap Value Equity Instl 88% 3 60 0 0.87% 0.22%
Small Growth OGGFX JPMorgan Small Cap Growth Select 88% 3 60 0 1.24% 0%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 3 60 0 1.83% 0%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 1.17%
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg 0% 3 60 0 0.04% 1.84%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.94%
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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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