MyPlanIQ 401k Investor The 401 K Retirement Savings Plan Of Freedom Communications Inc.

The 401 K Retirement Savings Plan Of Freedom Communications Inc.

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas
Others
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Moderate Allocation FPURX Fidelity Puritan
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A
FIXED INCOME
Short-Term Bond PTLDX PIMCO Low Duration Instl
Short-Term Bond PTLAX PIMCO Low Duration A
Intermediate-Term Bond FBIDX Spartan U.S. Bond Index Investor
US EQUITY
LARGE VALUE FEQTX Fidelity Equity Dividend Income
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
LARGE GROWTH FMAGX Fidelity Magellan
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas
Others
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Moderate Allocation FPURX Fidelity Puritan
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A
Retirement Income FFKAX Fidelity Freedom K Income
FIXED INCOME
Short-Term Bond PTLDX PIMCO Low Duration Instl
Short-Term Bond PTLAX PIMCO Low Duration A
Intermediate-Term Bond FBIDX Spartan U.S. Bond Index Investor
US EQUITY
LARGE VALUE FEQTX Fidelity Equity Dividend Income
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
LARGE GROWTH FMAGX Fidelity Magellan
LARGE BLEND SRVEX Victory Diversified Stock A
Mid-Cap Growth BGRFX Baron Growth Retail
Total Available Funds: 13
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas 88% 3 60 0 0.95% 1.08%
Others
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 1.99%
Moderate Allocation FPURX Fidelity Puritan 82% 3 60 0 0.5% 5.72%
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A 57% 3 60 0 0.66% 1.83%
Retirement Income FFKAX Fidelity Freedom K Income 0% 3 60 0 0.39% 3.89%
FIXED INCOME
Short-Term Bond PTLDX PIMCO Low Duration Instl 90% 3 60 0 1.05% 4.07%
Short-Term Bond PTLAX PIMCO Low Duration A 54% 3 60 0 1.05% 3.78%
Intermediate-Term Bond FBIDX Spartan U.S. Bond Index Investor 0% 3 60 0 0.13% 2.54%
US EQUITY
LARGE VALUE FEQTX Fidelity Equity Dividend Income 97% 3 60 0 0.58% 5.64%
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv 79% 3 60 0 0.09% 1.68%
LARGE GROWTH FMAGX Fidelity Magellan 75% 3 60 0 0.52% 12.28%
LARGE BLEND SRVEX Victory Diversified Stock A 51% 3 60 0 0.78% 10.94%
Mid-Cap Growth BGRFX Baron Growth Retail 40% 3 60 0 1.3% 1.88%
Average Expense Ratio: 0.67%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.