MyPlanIQ 401k Investor Retirement Savings Plan For Employees Of Continental Rubber

Retirement Savings Plan For Employees Of Continental Rubber

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS Emerging Markets A
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Others
Target Date 2041-2045 WFQPX Wells Fargo Advantage DJ Target 2045 I
Target Date 2021-2025 WFTYX Wells Fargo Advantage DJ Target 2025 I
Target Date 2011-2015 WFQEX Wells Fargo Advantage DJ Target 2015 Inv
FIXED INCOME
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
SMALL BLEND VSCPX Vanguard Small Cap Index Instl Plus
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS Emerging Markets A
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Others
Target Date 2041-2045 WFQPX Wells Fargo Advantage DJ Target 2045 I
Target Date 2021-2025 WFTYX Wells Fargo Advantage DJ Target 2025 I
Target Date 2011-2015 WFQEX Wells Fargo Advantage DJ Target 2015 Inv
Target Date 2031-2035 WFQRX Wells Fargo Advantage DJ Target 2035 I
FIXED INCOME
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
SMALL BLEND VSCPX Vanguard Small Cap Index Instl Plus
MID-CAP BLEND PESPX Dreyfus MidCap Index
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
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 GBEMX RS Emerging Markets A 63% 3 60 0 1.34% 2.74%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.33%
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 1.59%
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv 86% 3 60 0 0.17% 0%
Others
Target Date 2041-2045 WFQPX Wells Fargo Advantage DJ Target 2045 I 0% 3 60 0 0.6% 1.98%
Target Date 2021-2025 WFTYX Wells Fargo Advantage DJ Target 2025 I 0% 3 60 0 0.29% 1.98%
Target Date 2011-2015 WFQEX Wells Fargo Advantage DJ Target 2015 Inv 0% 3 60 0 0.9% 0%
Target Date 2031-2035 WFQRX Wells Fargo Advantage DJ Target 2035 I 0% 3 60 0 0.49% 1.93%
FIXED INCOME
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls 35% 3 60 0 0.03% 2.81%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv 79% 3 60 0 0.09% 1.79%
SMALL BLEND VSCPX Vanguard Small Cap Index Instl Plus 15% 3 60 0 0.05% 1.56%
MID-CAP BLEND PESPX Dreyfus MidCap Index 0% 3 60 0 0.51% 15.85%
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg 0% 3 60 0 0.04% 1.84%
Average Expense Ratio: 0.44%
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Related Retirement Plans
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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