MyPlanIQ 401k Investor Unum Group 401 K Retirement Plan

Unum Group 401 K Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPFX American Funds New Perspective R5
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Others
Moderate Allocation FPURX Fidelity Puritan
Retirement Income FFKAX Fidelity Freedom K Income
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond FBIDX Spartan U.S. Bond Index Investor
US EQUITY
Mid-Cap Growth GGOIX Goldman Sachs Growth Opportunities I
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPFX American Funds New Perspective R5
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Others
Moderate Allocation FPURX Fidelity Puritan
Retirement Income FFKAX Fidelity Freedom K Income
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond FBIDX Spartan U.S. Bond Index Investor
US EQUITY
Mid-Cap Growth GGOIX Goldman Sachs Growth Opportunities I
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
LARGE GROWTH FCNKX Fidelity Contrafund K
Mid-Cap Growth BGRIX Baron Growth Instl
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
WORLD STOCK RNPFX American Funds New Perspective R5 91% 3 60 0 1.47% 5.72%
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv 86% 3 60 0 0.17% 0%
Others
Moderate Allocation FPURX Fidelity Puritan 82% 3 60 0 0.5% 4.31%
Retirement Income FFKAX Fidelity Freedom K Income 0% 3 60 0 0.39% 1.34%
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 0% 3 60 0 0.5% 2.15%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond FBIDX Spartan U.S. Bond Index Investor 0% 3 60 0 0.13% 2.67%
US EQUITY
Mid-Cap Growth GGOIX Goldman Sachs Growth Opportunities I 90% 3 60 0 1.41% 0%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5 75% 3 60 0 0.63% 0.75%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv 75% 3 60 0 0.1% 0%
LARGE GROWTH FCNKX Fidelity Contrafund K 68% 3 60 0 0.55% 4.38%
Mid-Cap Growth BGRIX Baron Growth Instl 27% 3 60 0 1.3% 1.74%
Average Expense Ratio: 0.66%
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Related Retirement Plans
UNUM GROUP 401K RETIREMENT PLAN
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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