MyPlanIQ 401k Investor Stv Retirement Plan

Stv Retirement Plan Investment Model Portfolios

This Plan is unrated.
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STV RETIREMENT PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
China Region FHKCX Fidelity China Region
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
Foreign Large Blend FDIKX Fidelity Diversified International K
Others
Retirement Income FFFAX Fidelity Freedom Income
Moderate Allocation FBALX Fidelity Balanced
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
China Region FHKCX Fidelity China Region
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
Foreign Large Blend FDIKX Fidelity Diversified International K
Foreign Large Growth FICDX Fidelity Canada
Others
Retirement Income FFFAX Fidelity Freedom Income
Moderate Allocation FBALX Fidelity Balanced
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
MID-CAP VALUE ACMVX American Century Mid Cap Value Inv
LARGE VALUE MDDVX BlackRock Equity Dividend Inv A
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
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets 82% 3 60 0 0.9% 0.64%
China Region FHKCX Fidelity China Region 63% 3 60 0 1.53% 1.51%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 3.76%
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia 78% 3 60 0 1.18% 0%
Foreign Large Blend FDIKX Fidelity Diversified International K 72% 3 60 0 0.99% 3.82%
Foreign Large Growth FICDX Fidelity Canada 52% 3 60 0 0.86% 7.15%
Others
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 3.03%
Moderate Allocation FBALX Fidelity Balanced 79% 3 60 0 0.5% 5.31%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 6.09%
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income 91% 3 60 0 0.93% 4.62%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.37%
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor 91% 3 60 0 1.05% 4.08%
MID-CAP VALUE ACMVX American Century Mid Cap Value Inv 89% 3 60 0 1.23% 8.37%
LARGE VALUE MDDVX BlackRock Equity Dividend Inv A 56% 3 60 0 1% 1.18%
Average Expense Ratio: 0.87%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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 investment options have not been imported yet.


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