MyPlanIQ Coterra Energy 401K Plan

Coterra Energy 401K Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ACWX iShares MSCI ACWI ex U.S. ETF
Foreign Large Blend FSGGX FIDELITY GLOBAL EX U.S. INDEX FUND INSTITUTIONAL PREMIUM CLASS
Others
EQUITY FFEDX FIDELITY FREEDOM INDEX 2025 FUND INSTITUTIONAL PREMIUM CLASS
EQUITY FFEGX FIDELITY FREEDOM INDEX 2030 FUND INSTITUTIONAL PREMIUM CLASS
EQUITY FFGZX FIDELITY FREEDOM INDEX INCOME FUND INSTITUTIONAL PREMIUM CLASS
FIXED INCOME
Intermediate-Term Bond PBMPX CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-5
Intermediate-Term Bond FIBUX Fidelity Flex U.S. Bond Index Fund
US EQUITY
LARGE GROWTH BGFIX WILLIAM BLAIR GROWTH FUND CLASS I
LARGE VALUE BPAIX BOSTON PARTNERS ALL-CAP VALUE FUND INSTITUTIONAL
Mid-Cap Growth WSMNX WILLIAM BLAIR SMALL-MID CAP GROWTH FUND CLASS N
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ACWX iShares MSCI ACWI ex U.S. ETF
Foreign Large Blend FSGGX FIDELITY GLOBAL EX U.S. INDEX FUND INSTITUTIONAL PREMIUM CLASS
Others
EQUITY FFEDX FIDELITY FREEDOM INDEX 2025 FUND INSTITUTIONAL PREMIUM CLASS
EQUITY FFEGX FIDELITY FREEDOM INDEX 2030 FUND INSTITUTIONAL PREMIUM CLASS
EQUITY FFGZX FIDELITY FREEDOM INDEX INCOME FUND INSTITUTIONAL PREMIUM CLASS
EQUITY FFIZX FIDELITY FREEDOM INDEX 2040 FUND INSTITUTIONAL PREMIUM CLASS
EQUITY FFLDX FIDELITY FREEDOM INDEX 2055 FUND INSTITUTIONAL PREMIUM CLASS
EQUITY FFLEX FIDELITY FREEDOM INDEX 2060 FUND INSTITUTIONAL PREMIUM CLASS
EQUITY FFOPX FIDELITY FREEDOM INDEX 2050 FUND INSTITUTIONAL PREMIUM CLASS
EQUITY FFWTX FIDELITY FREEDOM INDEX 2010 FUND INSTITUTIONAL
EQUITY FIWFX FIDELITY FREEDOM INDEX 2015 FUND INSTITUTIONAL PREMIUM CLASS
EQUITY PCCOX . T. ROWE PRICE CAPITAL OPPORTUNITY FUND-I CLASS
EQUITY FFIKX Fidelity Freedom Index 2065 Fund Institutional Premium Class
ROOT CASH CASH
FIXED INCOME
Intermediate-Term Bond PBMPX CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-5
Intermediate-Term Bond FIBUX Fidelity Flex U.S. Bond Index Fund
US EQUITY
LARGE GROWTH BGFIX WILLIAM BLAIR GROWTH FUND CLASS I
LARGE VALUE BPAIX BOSTON PARTNERS ALL-CAP VALUE FUND INSTITUTIONAL
Mid-Cap Growth WSMNX WILLIAM BLAIR SMALL-MID CAP GROWTH FUND CLASS N
MID-CAP BLEND FSMDX FIDELITY MID CAP INDEX FUND INSTITUTIONAL PREMIUM CLASS
LARGE BLEND FXAIX Fidelity 500 Index Fund
SMALL BLEND FSSNX FIDELITY SMALL CAP INDEX FUND INSTITUTIONAL PREMIUM CLASS
LARGE BLEND SSSYX STATE STREET EQUITY 500 INDEX FUND CLASS K
Total Available Funds: 23
  • 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 ACWX iShares MSCI ACWI ex U.S. ETF 98% 1 60 0 0.34% 3.05%
Foreign Large Blend FSGGX FIDELITY GLOBAL EX U.S. INDEX FUND INSTITUTIONAL PREMIUM CLASS 28% 1 60 0 0.05% 2.82%
Others
EQUITY FFEDX FIDELITY FREEDOM INDEX 2025 FUND INSTITUTIONAL PREMIUM CLASS 83% 1 60 0 0.06% 4.18%
EQUITY FFEGX FIDELITY FREEDOM INDEX 2030 FUND INSTITUTIONAL PREMIUM CLASS 83% 1 60 0 0.06% 3.08%
EQUITY FFGZX FIDELITY FREEDOM INDEX INCOME FUND INSTITUTIONAL PREMIUM CLASS 83% 1 60 0 0.06% 3.11%
EQUITY FFIZX FIDELITY FREEDOM INDEX 2040 FUND INSTITUTIONAL PREMIUM CLASS 83% 1 60 0 0.12% 2.49%
EQUITY FFLDX FIDELITY FREEDOM INDEX 2055 FUND INSTITUTIONAL PREMIUM CLASS 83% 1 60 0 0.12% 2.12%
EQUITY FFLEX FIDELITY FREEDOM INDEX 2060 FUND INSTITUTIONAL PREMIUM CLASS 83% 1 60 0 0.06% 2.08%
EQUITY FFOPX FIDELITY FREEDOM INDEX 2050 FUND INSTITUTIONAL PREMIUM CLASS 83% 1 60 0 0.12% 2.14%
EQUITY FFWTX FIDELITY FREEDOM INDEX 2010 FUND INSTITUTIONAL 83% 1 60 0 0.06% 4.5%
EQUITY FIWFX FIDELITY FREEDOM INDEX 2015 FUND INSTITUTIONAL PREMIUM CLASS 82% 1 60 0 0.06% 4.68%
EQUITY PCCOX . T. ROWE PRICE CAPITAL OPPORTUNITY FUND-I CLASS 58% 1 60 0 0.82% 0.77%
EQUITY FFIKX Fidelity Freedom Index 2065 Fund Institutional Premium Class 19% 1 60 0 0.08% 2.02%
ROOT CASH CASH 0% 0 60 0 NA 2.6%
FIXED INCOME
Intermediate-Term Bond PBMPX CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-5 74% 1 60 0 0.88% 4.32%
Intermediate-Term Bond FIBUX Fidelity Flex U.S. Bond Index Fund 1% 1 60 0 0% 3.83%
US EQUITY
LARGE GROWTH BGFIX WILLIAM BLAIR GROWTH FUND CLASS I 91% 1 60 0 0.92% 21.37%
LARGE VALUE BPAIX BOSTON PARTNERS ALL-CAP VALUE FUND INSTITUTIONAL 88% 1 60 0 0.8% 9.73%
Mid-Cap Growth WSMNX WILLIAM BLAIR SMALL-MID CAP GROWTH FUND CLASS N 54% 1 60 0 1.24% 12.8%
MID-CAP BLEND FSMDX FIDELITY MID CAP INDEX FUND INSTITUTIONAL PREMIUM CLASS 4% 1 60 0 0.03% 2.66%
LARGE BLEND FXAIX Fidelity 500 Index Fund 4% 1 60 0 0.02% 1.36%
SMALL BLEND FSSNX FIDELITY SMALL CAP INDEX FUND INSTITUTIONAL PREMIUM CLASS 2% 1 60 0 0.03% 0.9%
LARGE BLEND SSSYX STATE STREET EQUITY 500 INDEX FUND CLASS K 1% 1 60 0 0.17% 1.76%
Average Expense Ratio: 0.28%
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 - 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 2.0% 8.2% 5.5% 5.9% 5.3% 6.5%

Sign up or Login first to get rebalance emails for this portfolio

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 for Portfolio Details or Follow 2.5% 10.0% 4.5% 6.7% 8.3% 8.7%

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 for Portfolio Details or Follow 1.1% 5.6% 5.1% 9.0% 6.9% 8.6%

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 for Portfolio Details or Follow 3.3% 6.8% 3.5% 4.6% 6.9% 7.5%

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 plan consists of 23 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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.