MyPlanIQ 401k Investor Kessler & Collins Retirement

Kessler & Collins Retirement

This Plan is unrated.
Investment Options
Total Available Funds: 40
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FSRVX Fidelity Spartan Real Estate Idx Advtg
Emerging Market
DIVERSIFIED EMERGING MKTS EMGYX Wells Fargo Advantage Emerg Mkts Eq Adm
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US Idx Advtg
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Retirement Income FFFAX Fidelity Freedom Income
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg
Total Available Funds: 40
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FSRVX Fidelity Spartan Real Estate Idx Advtg
Emerging Market
DIVERSIFIED EMERGING MKTS EMGYX Wells Fargo Advantage Emerg Mkts Eq Adm
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US Idx Advtg
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2046-2050 FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Moderate Allocation FPURX Fidelity Puritan
Target Date 2051+ FDEEX Fidelity Freedom 2055
ROOT CASH FRTXX (FMMT RETIRE GOV II)
Target Date 2060+ FDKVX Fidelity Freedom 2060
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg
US EQUITY
LARGE GROWTH FFIDX Fidelity
LARGE BLEND FDGFX Fidelity Dividend Growth
MID-CAP VALUE FDVLX Fidelity Value
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE BLEND FLCSX Fidelity Large Cap Stock
LARGE GROWTH FOCPX Fidelity OTC
LARGE GROWTH FDGRX Fidelity Growth Company
SMALL BLEND FSCRX Fidelity Small Cap Discovery
LARGE GROWTH FTQGX Fidelity Focused Stock
LARGE VALUE LCEIX Invesco Diversified Dividend Investor
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock
Mid-Cap Growth FDEGX Fidelity Growth Strategies
Mid-Cap Growth PEEAX Prudential Jennison Mid Cap Growth A
LARGE VALUE LBSAX Columbia Dividend Income A
MID-CAP VALUE JVMAX JHancock3 Disciplined Value Mid Cap A
MID-CAP BLEND FLPSX Fidelity Low-Priced Stocks
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg
Total Available Funds: 40
  • 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 FSRVX Fidelity Spartan Real Estate Idx Advtg 0% 3 60 0 0.12% 3.34%
Emerging Market
DIVERSIFIED EMERGING MKTS EMGYX Wells Fargo Advantage Emerg Mkts Eq Adm 96% 3 60 0 1.11% 1.05%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 3.66%
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US Idx Advtg 0% 3 60 0 0.18% 2.29%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 5.64%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 4.81%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 3.12%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 95% 3 60 0 0.66% 4.68%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 4.92%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 5.15%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 4.58%
Target Date 2046-2050 FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 4.17%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 3.83%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 4.29%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 3.49%
Moderate Allocation FPURX Fidelity Puritan 81% 3 60 0 0.5% 10.68%
Target Date 2051+ FDEEX Fidelity Freedom 2055 74% 3 60 0 0.65% 4%
ROOT CASH FRTXX (FMMT RETIRE GOV II) 0% 1 60 0 NA 2.61%
Target Date 2060+ FDKVX Fidelity Freedom 2060 0% 3 60 0 0.65% 3.76%
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income 91% 3 60 0 1.16% 5.9%
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond 78% 3 60 0 0.45% 3.3%
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg 0% 3 60 0 0.11% 2.65%
US EQUITY
LARGE GROWTH FFIDX Fidelity 100% 3 60 0 0.46% 0%
LARGE BLEND FDGFX Fidelity Dividend Growth 99% 3 60 0 0.77% 9.25%
MID-CAP VALUE FDVLX Fidelity Value 99% 3 60 0 0.76% 15.77%
LARGE GROWTH FBGRX Fidelity Blue Chip Growth 99% 3 60 0 0.69% 6.03%
LARGE VALUE FEQIX Fidelity Equity-Income 98% 3 60 0 0.57% 5.21%
LARGE BLEND FLCSX Fidelity Large Cap Stock 96% 3 60 0 0.76% 4.55%
LARGE GROWTH FOCPX Fidelity OTC 94% 3 60 0 0.81% 12.46%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 8.73%
SMALL BLEND FSCRX Fidelity Small Cap Discovery 90% 3 60 0 1.07% 7.67%
LARGE GROWTH FTQGX Fidelity Focused Stock 88% 3 60 0 0.47% 9.35%
LARGE VALUE LCEIX Invesco Diversified Dividend Investor 86% 3 60 0 0.73% 11.14%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock 77% 3 60 0 0.75% 5.61%
Mid-Cap Growth FDEGX Fidelity Growth Strategies 72% 3 60 0 0.72% 8.35%
Mid-Cap Growth PEEAX Prudential Jennison Mid Cap Growth A 55% 3 60 0 1.08% 6.98%
LARGE VALUE LBSAX Columbia Dividend Income A 52% 3 60 0 1.16% 1.18%
MID-CAP VALUE JVMAX JHancock3 Disciplined Value Mid Cap A 10% 3 60 0 1.85% 0.64%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stocks 1% 3 60 0 0.92% 14.11%
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg 0% 3 60 0 0.04% 0%
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 -4.6% -4.8% 2.3% 2.3% 6.7% 5.4%

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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 -4.0% -5.3% 3.1% 2.4% 7.7% 5.7%

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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 -1.9% -3.8% 3.2% 2.2% 6.8% 7.5%

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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:)
The plan consists of 40 funds. It covers 5 major asset classes and 26 minor asset classes. The major asset classes it covers are Emerging Market Equity, US Equity, Foreign Equity, Fixed Income and REITs.

This plan is created upon a user's request.



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