MyPlanIQ DJO Global 401k

DJO Global 401k

This Plan is unrated.
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRRRX RRRRX
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FKEMX
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FDIKX
Foreign Large Blend REREX REREX
Others
Moderate Allocation FBAKX FBAKX
Target Date 2000-2010 FFKVX FFKVX
Retirement Income FFKAX FFKAX
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX
High Yield Bond FAGIX FAGIX
Inflation-Protected Bond DIPSX DIPSX
Total Available Funds: 30
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRRRX RRRRX
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FKEMX
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FDIKX
Foreign Large Blend REREX REREX
Others
Moderate Allocation FBAKX FBAKX
Target Date 2000-2010 FFKVX FFKVX
Retirement Income FFKAX FFKAX
Target Date 2051 FDKNX FDKNX
Target Date 2051 FDENX FDENX
Target Date 2046-2050 FFKHX FFKHX
Target Date 2041-2045 FFKGX FFKGX
Target Date 2036-2040 FFKFX FFKFX
Target Date 2031-2035 FKTHX FKTHX
Target Date 2026-2030 FFKEX FFKEX
Target Date 2021-2025 FKTWX FKTWX
Target Date 2016-2020 FFKDX FFKDX
Target Date 2011-2015 FKVFX FKVFX
Target Date 2000-2010 FFKCX FFKVX
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX
High Yield Bond FAGIX FAGIX
Inflation-Protected Bond DIPSX DIPSX
US EQUITY
LARGE GROWTH TRBCX TRBCX
Small Growth HIASX HIASX
LARGE VALUE MABAX MABAX
SMALL BLEND VSCIX VSCIX
LARGE GROWTH FCNKX FCNKX
MID-CAP VALUE FVLKX FVLKX
Mid-Cap Growth JDMNX JDMNX
MID-CAP BLEND FSEVX FSEVX
LARGE BLEND FXSIX FXSIX
Total Available Funds: 30
  • 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 RRRRX RRRRX 83% 3 60 0 0.61% 2.27%
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FKEMX 74% 3 60 0 0.9% 1.16%
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FDIKX 72% 3 60 0 0.99% 4.12%
Foreign Large Blend REREX REREX 56% 3 60 0 0.9% 3.74%
Others
Moderate Allocation FBAKX FBAKX 70% 3 60 0 0.5% 2.34%
Target Date 2000-2010 FFKVX FFKVX 0% 3 60 0 0.46% 1.44%
Retirement Income FFKAX FFKAX 0% 3 60 0 0.39% 1.34%
Target Date 2051 FDKNX FDKNX 0% 3 60 0 0.05% 1%
Target Date 2051 FDENX FDENX 0% 3 60 0 0.05% 0%
Target Date 2046-2050 FFKHX FFKHX 0% 3 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX FFKGX 0% 3 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX FFKFX 0% 3 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX FKTHX 0% 3 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX FFKEX 0% 3 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX FKTWX 0% 3 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX FFKDX 0% 3 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX FKVFX 0% 3 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX FFKVX 0% 3 60 0 0.5% 2.15%
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX 97% 3 60 0 0.83% 4.1%
High Yield Bond FAGIX FAGIX 91% 3 60 0 0.93% 5.2%
Inflation-Protected Bond DIPSX DIPSX 75% 3 60 0 0.11% 3.66%
US EQUITY
LARGE GROWTH TRBCX TRBCX 100% 3 60 0 1.23% 3.05%
Small Growth HIASX HIASX 88% 3 60 0 1.04% 0%
LARGE VALUE MABAX MABAX 86% 3 60 0 0.54% 4.54%
SMALL BLEND VSCIX VSCIX 80% 3 60 0 0.05% 1.47%
LARGE GROWTH FCNKX FCNKX 68% 3 60 0 0.55% 2.82%
MID-CAP VALUE FVLKX FVLKX 68% 3 60 0 0.75% 3.58%
Mid-Cap Growth JDMNX JDMNX 1% 3 60 0 0.92% 17.14%
MID-CAP BLEND FSEVX FSEVX 0% 3 60 0 0.07% 1.17%
LARGE BLEND FXSIX FXSIX 0% 3 60 0 0.04% 0%
Average Expense Ratio: 0.57%
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 -4.9% -6.6% 2.9% 3.1% 7.7% 6.1%

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
The plan consists of 30 funds. It covers 5 major asset classes and 26 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.
unable to find 3 additional securities offerings:
(ANFVX)  Allianz GI NF small cap fund class 6
(MIP CL 1 )  Managed Income Portfolio class 1
(FZCXX) Fidelity Government Money Market fund- premium class


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.