MyPlanIQ 401k Investor IONIS 401(k) Plan

IONIS 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEIX Fidelity Advisor Real Estate I
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
INTERNATIONAL EQUITY
WORLD STOCK TWGGX American Century Global Growth Inv
Foreign Large Blend MDIIX BlackRock International Index Inv A
Foreign Large Value PNGAX PUTNAM STABLE VALUE
Others
Target Date 2046-2050 REITX American Funds Trgt Date Ret 2050 R5
Target Date 2036-2040 REGTX American Funds Trgt Date Ret 2040 R5
Target Date 2031-2035 REFTX American Funds Trgt Date Ret 2035 R5
FIXED INCOME
Inflation-Protected Bond FIPDX Fidelity Spartan Infl-Prot Bd Idx FdAd I
High Yield Bond FHNIX Fidelity Advisor High Income I
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEIX Fidelity Advisor Real Estate I
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
INTERNATIONAL EQUITY
WORLD STOCK TWGGX American Century Global Growth Inv
Foreign Large Blend MDIIX BlackRock International Index Inv A
Foreign Large Value PNGAX PUTNAM STABLE VALUE
Others
Target Date 2046-2050 REITX American Funds Trgt Date Ret 2050 R5
Target Date 2036-2040 REGTX American Funds Trgt Date Ret 2040 R5
Target Date 2031-2035 REFTX American Funds Trgt Date Ret 2035 R5
Target Date 2041-2045 REHTX American Funds Trgt Date Ret 2045 R5
Target Date 2026-2030 REETX American Funds Trgt Date Ret 2030 R5
Technology FADTX Fidelity Advisor Technology A
Target Date 2011-2015 REJTX American Funds Trgt Date Ret 2015 R5
Target Date 2021-2025 REDTX American Funds Trgt Date Ret 2025 R5
Target Date 2016-2020 RECTX American Funds Trgt Date Ret 2020 R5
Financial DVFYX Davis Financial Y
Moderate Allocation ACEIX Invesco Van Kampen Equity and Income A
Target Date 2051+ REKTX American Funds Trgt Date Ret 2055 R5
Equity Energy IEYAX Ivy Energy A
Target Date 2056-2060 REMTX American Funds Trgt Date Ret 2055 R5
FIXED INCOME
Inflation-Protected Bond FIPDX Fidelity Spartan Infl-Prot Bd Idx FdAd I
High Yield Bond FHNIX Fidelity Advisor High Income I
US EQUITY
Mid-Cap Growth JAENX Janus Enterprise T
SMALL VALUE FCVIX Fidelity Advisor Small Cap Value I
LARGE BLEND SAPYX Legg Mason ClearBridge Appreciation I
Small Growth FCIGX Fidelity Advisor Small Cap Growth I
MID-CAP VALUE VETAX Victory Established Value A
LARGE GROWTH FNIAX Fidelity Advisor New Insights A
LARGE GROWTH LMPFX Legg Mason ClearBridge Aggressive Gr FI
LARGE VALUE FMSTX Federated MDT Stock Instl
LARGE VALUE PEIOX Principal Equity Income R-3
MID-CAP BLEND FSMDX Fidelity Spartan Mid Cap Idx Advtg Instl
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
SMALL BLEND FSSNX Fidelity Spartan Sm Cp Idx Advtg Instl
LARGE BLEND REAYX Russell US Core Equity Y
Total Available Funds: 34
  • 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
REAL ESTATE
REAL ESTATE FHEIX Fidelity Advisor Real Estate I 91% 3 60 0 1.07% 18.07%
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6 43% 3 60 0 1.03% 2.94%
INTERNATIONAL EQUITY
WORLD STOCK TWGGX American Century Global Growth Inv 90% 3 60 0 0.9% 10.89%
Foreign Large Blend MDIIX BlackRock International Index Inv A 43% 3 60 0 0.34% 3.02%
Foreign Large Value PNGAX PUTNAM STABLE VALUE 37% 3 60 0 1.88% 1.41%
Others
Target Date 2046-2050 REITX American Funds Trgt Date Ret 2050 R5 82% 3 60 0 0.73% 6.13%
Target Date 2036-2040 REGTX American Funds Trgt Date Ret 2040 R5 76% 3 60 0 1.46% 5.63%
Target Date 2031-2035 REFTX American Funds Trgt Date Ret 2035 R5 74% 3 60 0 0.35% 4.91%
Target Date 2041-2045 REHTX American Funds Trgt Date Ret 2045 R5 73% 3 60 0 0.72% 5.88%
Target Date 2026-2030 REETX American Funds Trgt Date Ret 2030 R5 73% 3 60 0 0.33% 4.1%
Technology FADTX Fidelity Advisor Technology A 72% 3 60 0 1.21% 0%
Target Date 2011-2015 REJTX American Funds Trgt Date Ret 2015 R5 72% 3 60 0 0.3% 3.68%
Target Date 2021-2025 REDTX American Funds Trgt Date Ret 2025 R5 71% 3 60 0 0.32% 3.82%
Target Date 2016-2020 RECTX American Funds Trgt Date Ret 2020 R5 70% 3 60 0 0.3% 3.86%
Financial DVFYX Davis Financial Y 54% 3 60 0 0.72% 7.03%
Moderate Allocation ACEIX Invesco Van Kampen Equity and Income A 49% 3 60 0 1.04% 1.42%
Target Date 2051+ REKTX American Funds Trgt Date Ret 2055 R5 20% 3 60 0 0.38% 5.97%
Equity Energy IEYAX Ivy Energy A 10% 3 60 0 1.24% 0%
Target Date 2056-2060 REMTX American Funds Trgt Date Ret 2055 R5 0% 3 60 0 0.38% 5.37%
FIXED INCOME
Inflation-Protected Bond FIPDX Fidelity Spartan Infl-Prot Bd Idx FdAd I 10% 3 60 0 0.05% 8.66%
High Yield Bond FHNIX Fidelity Advisor High Income I 0% 3 60 0 0.85% 0%
US EQUITY
Mid-Cap Growth JAENX Janus Enterprise T 92% 3 60 0 1.14% 0%
SMALL VALUE FCVIX Fidelity Advisor Small Cap Value I 91% 3 60 0 1.5% 3.98%
LARGE BLEND SAPYX Legg Mason ClearBridge Appreciation I 89% 3 60 0 0.93% 0.87%
Small Growth FCIGX Fidelity Advisor Small Cap Growth I 87% 3 60 0 1.07% 0%
MID-CAP VALUE VETAX Victory Established Value A 64% 3 60 0 1.65% 5.83%
LARGE GROWTH FNIAX Fidelity Advisor New Insights A 48% 3 60 0 0.7% 6.28%
LARGE GROWTH LMPFX Legg Mason ClearBridge Aggressive Gr FI 23% 3 60 0 1.24% 13.77%
LARGE VALUE FMSTX Federated MDT Stock Instl 22% 3 60 0 1.44% 1.61%
LARGE VALUE PEIOX Principal Equity Income R-3 5% 3 60 0 1.62% 2.33%
MID-CAP BLEND FSMDX Fidelity Spartan Mid Cap Idx Advtg Instl 4% 3 60 0 0.03% 0.3%
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl 4% 3 60 0 0.02% 1.04%
SMALL BLEND FSSNX Fidelity Spartan Sm Cp Idx Advtg Instl 2% 3 60 0 0.03% 0.35%
LARGE BLEND REAYX Russell US Core Equity Y 0% 3 60 0 0.66% 0%
Average Expense Ratio: 0.81%
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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 0.6% 6.2% 2.7% 4.8% 4.4% 6.5%

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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(Ticker:SNPS)
The plan consists of 34 funds. It covers 5 major asset classes and 30 minor asset classes. The major asset classes it covers are US Equity, REITs, Fixed Income, Foreign Equity and Emerging Market Equity.




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