MyPlanIQ 401k Investor Grand Canyon University 401k Plan

Grand Canyon University 401k Plan

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIADX Fidelity Advisor Intl Discovery I
Others
Retirement Income FIAFX Fidelity Advisor Freedom Inc I
Moderate Allocation FAIOX Fidelity Advisor Balanced I
Moderate Allocation FAAIX Fidelity Advisor Asset Manager 70% I
FIXED INCOME
Multisector Bond FSRIX Fidelity Advisor Strategic Income I
Intermediate Government FVIIX Fidelity Advisor Government Income I
US EQUITY
SMALL BLEND FSCIX Fidelity Advisor Small Cap I
SMALL VALUE FCVIX Fidelity Advisor Small Cap Value I
LARGE VALUE NFJEX Allianz NFJ Dividend Value Instl
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIADX Fidelity Advisor Intl Discovery I
Others
Retirement Income FIAFX Fidelity Advisor Freedom Inc I
Moderate Allocation FAIOX Fidelity Advisor Balanced I
Moderate Allocation FAAIX Fidelity Advisor Asset Manager 70% I
Natural Resources RSNYX RS Global Natural Resources Y
FIXED INCOME
Multisector Bond FSRIX Fidelity Advisor Strategic Income I
Intermediate Government FVIIX Fidelity Advisor Government Income I
US EQUITY
SMALL BLEND FSCIX Fidelity Advisor Small Cap I
SMALL VALUE FCVIX Fidelity Advisor Small Cap Value I
LARGE VALUE NFJEX Allianz NFJ Dividend Value Instl
Mid-Cap Growth FIIMX Fidelity Advisor Mid Cap II I
LARGE BLEND HLEIX JPMorgan Equity Index Select
LARGE VALUE FVLIX Fidelity Advisor Value Leaders I
Large Growth FBRNX Fidelity Advisor Stock Sel All Cp Inst
MID-CAP VALUE HNSVX Heartland Select Value Inst
Total Available Funds: 15
  • 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 FIADX Fidelity Advisor Intl Discovery I 90% 3 60 0 0.99% 1.95%
Others
Retirement Income FIAFX Fidelity Advisor Freedom Inc I 86% 3 60 0 0.47% 3.07%
Moderate Allocation FAIOX Fidelity Advisor Balanced I 80% 3 60 0 1.57% 1.93%
Moderate Allocation FAAIX Fidelity Advisor Asset Manager 70% I 70% 3 60 0 0.97% 1.81%
Natural Resources RSNYX RS Global Natural Resources Y 50% 3 60 0 1.48% 2.34%
FIXED INCOME
Multisector Bond FSRIX Fidelity Advisor Strategic Income I 84% 3 60 0 0.98% 4.53%
Intermediate Government FVIIX Fidelity Advisor Government Income I 65% 3 60 0 0.76% 2.73%
US EQUITY
SMALL BLEND FSCIX Fidelity Advisor Small Cap I 91% 3 60 0 2.15% 1.35%
SMALL VALUE FCVIX Fidelity Advisor Small Cap Value I 91% 3 60 0 1.5% 5.77%
LARGE VALUE NFJEX Allianz NFJ Dividend Value Instl 87% 3 60 0 1.04% 14.55%
Mid-Cap Growth FIIMX Fidelity Advisor Mid Cap II I 80% 3 60 0 1.25% 5.27%
LARGE BLEND HLEIX JPMorgan Equity Index Select 77% 3 60 0 0.2% 1.51%
LARGE VALUE FVLIX Fidelity Advisor Value Leaders I 71% 3 60 0 1.4% 5.75%
Large Growth FBRNX Fidelity Advisor Stock Sel All Cp Inst 0% 3 60 0 0.66% 2.2%
MID-CAP VALUE HNSVX Heartland Select Value Inst 0% 3 60 0 1.02% 9.46%
Average Expense Ratio: 1.1%
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
Related Retirement Plans
GRAND CANYON UNIVERSITY EMPLOYEES 401(K) PLAN
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 8.1% 15.4% 1.2% 6.3% 4.8% 6.4%

Sign up or Login first 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(Ticker:)
The plan consists of 15 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
Anadarko Petroleum (Ticker:APC) has the "ANADARKO EMPLOYEE SAVINGS PLAN".


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.