MyPlanIQ 401k Investor UPS/IPA 401(k) Savings Plan

UPS/IPA 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl
Others
ROOT ODVIX Oppenheimer Developing Markets I
US EQUITY
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
MID-CAP VALUE VMVAX Vanguard Mid-Cap Value Index Admiral
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
FIXED INCOME
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
Intermediate-Term Bond FXNAX Fidelity Spartan US Bond Idx Advtg Instl
Total Available Funds: 9
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl
Others
ROOT ODVIX Oppenheimer Developing Markets I
US EQUITY
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
MID-CAP VALUE VMVAX Vanguard Mid-Cap Value Index Admiral
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
FIXED INCOME
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
Intermediate-Term Bond FXNAX Fidelity Spartan US Bond Idx Advtg Instl
Total Available Funds: 9
  • 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 ODVYX Oppenheimer Developing Markets Y 89% 3 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl 5% 3 60 0 0.03% 2.91%
Others
ROOT ODVIX Oppenheimer Developing Markets I 69% 3 60 0 0.84% 0.97%
US EQUITY
SMALL BLEND VSCIX Vanguard Small Cap Index Instl 80% 3 60 0 0.05% 1.55%
MID-CAP VALUE VMVAX Vanguard Mid-Cap Value Index Admiral 26% 3 60 0 0.07% 2.27%
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional 0% 3 60 0 0.04% 0%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 1.17%
FIXED INCOME
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl 91% 3 60 0 0.1% 4.92%
Intermediate-Term Bond FXNAX Fidelity Spartan US Bond Idx Advtg Instl 31% 3 60 0 0.03% 2.4%
Average Expense Ratio: 0.23%
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Related Retirement Plans
UPS/IPA 401 (K) SAVINGS 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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