MyPlanIQ 401k Investor Publicis Benefits Connection 401(k) Plan

Publicis Benefits Connection 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Diversified International K
WORLD STOCK RNPGX American Funds New Perspective R6
Foreign Large Blend FSGSX Fidelity Spartan Glb ex US Idx Instl
Others
Target Date 2050+ FDENX Fidelity Freedom K 2055
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX Fidelity Diversified International K
WORLD STOCK RNPGX American Funds New Perspective R6
Foreign Large Blend FSGSX Fidelity Spartan Glb ex US Idx Instl
Others
Target Date 2050+ FDENX Fidelity Freedom K 2055
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
Retirement Income FFKAX Fidelity Freedom K Income
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income
MID-CAP BLEND FSLCX Fidelity Small Cap Stock
SMALL VALUE AVFIX American Beacon Small Cp Val Inst
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth
LARGE BLEND VINIX Vanguard Institutional Index Instl
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid-Cap Value I
LARGE GROWTH FCNKX Fidelity Contrafund K
MID-CAP VALUE APHQX Artisan Mid Cap Value Institutional
Mid-Cap Growth APHMX Artisan Mid Cap Instl
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
Total Available Funds: 28
  • 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 FDIKX Fidelity Diversified International K 72% 3 60 0 0.99% 3.73%
WORLD STOCK RNPGX American Funds New Perspective R6 32% 3 60 0 1.47% 5.34%
Foreign Large Blend FSGSX Fidelity Spartan Glb ex US Idx Instl 0% 3 60 0 0.13% 2.31%
Others
Target Date 2050+ FDENX Fidelity Freedom K 2055 0% 3 60 0 0.05% 3.38%
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005 0% 3 60 0 0.46% 5.14%
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045 0% 3 60 0 0.63% 3.92%
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 0% 3 60 0 0.59% 3.82%
Retirement Income FFKAX Fidelity Freedom K Income 0% 3 60 0 0.39% 3.89%
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 0% 3 60 0 0.5% 6.98%
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035 0% 3 60 0 0.62% 4.48%
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 0% 3 60 0 0.58% 4.63%
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015 0% 3 60 0 0.51% 6.93%
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 0% 3 60 0 0.64% 3.89%
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040 0% 3 60 0 0.62% 4.66%
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 0% 3 60 0 0.54% 3.87%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.3%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 3.53%
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm 91% 3 60 0 0.07% 2.94%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income 97% 3 60 0 1.23% 8.41%
MID-CAP BLEND FSLCX Fidelity Small Cap Stock 82% 3 60 0 0.67% 6.61%
SMALL VALUE AVFIX American Beacon Small Cp Val Inst 81% 3 60 0 1.28% 8.57%
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth 77% 3 60 0 0.7% 4.97%
LARGE BLEND VINIX Vanguard Institutional Index Instl 77% 3 60 0 0.02% 2.66%
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid-Cap Value I 70% 3 60 0 1.97% 1.17%
LARGE GROWTH FCNKX Fidelity Contrafund K 68% 3 60 0 0.55% 5.14%
MID-CAP VALUE APHQX Artisan Mid Cap Value Institutional 8% 3 60 0 1.05% 0.75%
Mid-Cap Growth APHMX Artisan Mid Cap Instl 7% 3 60 0 0.96% 12.06%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 4.47%
Average Expense Ratio: 0.65%
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

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance 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

Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching 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

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.