MyPlanIQ 401k Investor Equifax Inc. 401 K Plan

Equifax Inc. 401 K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
Others
Aggressive Allocation FAMRX Fidelity Asset Manager 85%
Moderate Allocation FSANX Fidelity Asset Manager 60%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE GROWTH MSEQX Morgan Stanley Institutional Growth I
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Total Available Funds: 10
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
Others
Aggressive Allocation FAMRX Fidelity Asset Manager 85%
Moderate Allocation FSANX Fidelity Asset Manager 60%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE GROWTH MSEQX Morgan Stanley Institutional Growth I
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I
SMALL BLEND RSPFX RS Partners A
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Total Available Funds: 10
  • 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 FRESX Fidelity Real Estate Investment 97% 3 60 0 0.72% 6.96%
Others
Aggressive Allocation FAMRX Fidelity Asset Manager 85% 85% 3 60 0 1.23% 1.44%
Moderate Allocation FSANX Fidelity Asset Manager 60% 69% 3 60 0 1.24% 2.04%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value 99% 3 60 0 0.76% 4.29%
LARGE VALUE FEQIX Fidelity Equity-Income 98% 3 60 0 0.57% 4.85%
LARGE GROWTH MSEQX Morgan Stanley Institutional Growth I 86% 3 60 0 0.89% 0%
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I 80% 3 60 0 0.74% 0%
SMALL BLEND RSPFX RS Partners A 40% 3 60 0 1.12% 6.15%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 17.21%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.99%
Average Expense Ratio: 0.9%
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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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