MyPlanIQ 401k Investor Echostar Corporation 401(K) Plan By Fidelity

Echostar Corporation 401(K) Plan By Fidelity

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
Others
Moderate Allocation FPUKX Fidelity Puritan K
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
LARGE VALUE ACIIX American Century Equity Income Instl
LARGE VALUE PEIYX Putnam Equity Income Y
Total Available Funds: 31
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
Foreign Large Blend FDIKX Fidelity Diversified International K
Others
Moderate Allocation FPUKX Fidelity Puritan K
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
Target Date 2050+ FDENX Fidelity Freedom K 2055
ROOT CASH VMRXX (Money Market)
Retirement Income FFKAX Fidelity Freedom K Income
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
LARGE VALUE ACIIX American Century Equity Income Instl
LARGE VALUE PEIYX Putnam Equity Income Y
Small Growth FCPGX Fidelity Small Cap Growth
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst
LARGE GROWTH FCNKX Fidelity Contrafund K
LARGE GROWTH FGCKX Fidelity Growth Company K
Mid-Cap Growth MACGX Morgan Stanley Inst Mid Cap Growth P
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
FIXED INCOME
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate-Term Bond VIBSX Vanguard Interm-Term Bond Index Signal
Total Available Funds: 31
  • 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 FWWFX Fidelity Worldwide 99% 3 60 0 0.95% 0.84%
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 1.86%
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap 84% 3 60 0 1.43% 1.87%
Foreign Large Blend FDIKX Fidelity Diversified International K 72% 3 60 0 0.99% 4.5%
Others
Moderate Allocation FPUKX Fidelity Puritan K 69% 3 60 0 0.5% 4.37%
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 0% 3 60 0 0.5% 2.15%
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015 0% 3 60 0 0.51% 2.06%
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 0% 3 60 0 0.54% 1.69%
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 0% 3 60 0 0.58% 1.47%
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 0% 3 60 0 0.59% 1.74%
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035 0% 3 60 0 0.62% 1.45%
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040 0% 3 60 0 0.62% 1.49%
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045 0% 3 60 0 0.63% 1.31%
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 0% 3 60 0 0.64% 1.28%
Target Date 2050+ FDENX Fidelity Freedom K 2055 0% 3 60 0 0.05% 0%
ROOT CASH VMRXX (Money Market) 0% 3 60 0 NA 4.14%
Retirement Income FFKAX Fidelity Freedom K Income 0% 3 60 0 0.39% 1.34%
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000 0% 3 60 0 0.39% 2.83%
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005 0% 3 60 0 0.46% 1.44%
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A 93% 3 60 0 1.18% 0.54%
LARGE VALUE ACIIX American Century Equity Income Instl 91% 3 60 0 1.18% 2.56%
LARGE VALUE PEIYX Putnam Equity Income Y 90% 3 60 0 1.14% 5.52%
Small Growth FCPGX Fidelity Small Cap Growth 87% 3 60 0 1.32% 0%
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst 86% 3 60 0 1% 0.86%
LARGE GROWTH FCNKX Fidelity Contrafund K 68% 3 60 0 0.55% 4.38%
LARGE GROWTH FGCKX Fidelity Growth Company K 68% 3 60 0 0.79% 4.92%
Mid-Cap Growth MACGX Morgan Stanley Inst Mid Cap Growth P 61% 3 60 0 1.03% 0%
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
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 3 60 0 0.5% 3.24%
Intermediate-Term Bond VIBSX Vanguard Interm-Term Bond Index Signal 0% 3 60 0 0.11% 4.88%
Average Expense Ratio: 0.67%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.8% -1.1% 4.6% 3.7% 7.6% 6.2%

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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
The plan consists of 32 funds. It covers 3 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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