MyPlanIQ 401k Investor Wakefern Food Corp. 401 K Plan

Wakefern Food Corp. 401 K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend FDIVX Fidelity Diversified International
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International A
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
FIXED INCOME
Intermediate Government FSTGX Fidelity Intermediate Government Inc
US EQUITY
LARGE GROWTH FFIDX Fidelity
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend FDIVX Fidelity Diversified International
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International A
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Moderate Allocation FBALX Fidelity Balanced
FIXED INCOME
Intermediate Government FSTGX Fidelity Intermediate Government Inc
US EQUITY
LARGE GROWTH FFIDX Fidelity
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
Total Available Funds: 12
  • 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 SMALL/MID GROWTH ACINX Columbia Acorn International Z 99% 3 60 0 1.48% 0%
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 1.59%
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International A 66% 3 60 0 1.23% 0%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 3.41%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 3.25%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.01%
Moderate Allocation FBALX Fidelity Balanced 80% 3 60 0 0.5% 1.59%
FIXED INCOME
Intermediate Government FSTGX Fidelity Intermediate Government Inc 97% 3 60 0 0.45% 1.64%
US EQUITY
LARGE GROWTH FFIDX Fidelity 100% 3 60 0 0.46% 0.59%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 1.69%
Average Expense Ratio: 0.7%
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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*
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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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