MyPlanIQ 401k Investor OCTAPHARMA USA INC. RETIREMENT 401K PLAN

OCTAPHARMA USA INC. RETIREMENT 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 37
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Foreign Large Blend FOSFX FID OVERSEAS
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2011-2015 FFVFX FID FREEDOM 2015
FIXED INCOME
Intermediate-Term Bond FTHRX FID INTERMED BOND
Intermediate-Term Bond FBNDX FID INVST GR BD
US EQUITY
LARGE GROWTH FFIDX FID FIDELITY FUND
LARGE BLEND FDGFX FID DIVIDEND GR
MID-CAP VALUE FDVLX FID VALUE
Total Available Funds: 37
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Foreign Large Blend FOSFX FID OVERSEAS
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Target Date 2046-2050 FFFHX FID FREEDOM 2050
Target Date 2000-2010 FFFCX FID FREEDOM 2010
Target Date 2041-2045 FFFGX FID FREEDOM 2045
Target Date 2000-2010 FFFVX FID FREEDOM 2005
Moderate Allocation FPURX FID PURITAN
Target Date 2051+ FDEEX FID FREEDOM 2055
Money Market-Taxable FRTXX FID RETIRE MMKT
Target Date 2000-2010 FFFBX FID FREEDOM 2000
FIXED INCOME
Intermediate-Term Bond FTHRX FID INTERMED BOND
Intermediate-Term Bond FBNDX FID INVST GR BD
US EQUITY
LARGE GROWTH FFIDX FID FIDELITY FUND
LARGE BLEND FDGFX FID DIVIDEND GR
MID-CAP VALUE FDVLX FID VALUE
LARGE GROWTH FBGRX FID BLUE CHIP GR
LARGE VALUE FEQIX FID EQUITY INC
LARGE VALUE FEQTX FID EQ DIV INCOME
LARGE BLEND FLCSX FID LARGE CAP STOCK
LARGE GROWTH FCNTX FID CONTRAFUND
LARGE GROWTH FOCPX FID OTC PORTFOLIO
SMALL VALUE FCPVX FID SMALL CAP VALUE
LARGE GROWTH FDGRX FID GROWTH COMPANY
Mid-Cap Growth FMCSX FID MID CAP STOCK
Mid-Cap Growth FDEGX FID GROWTH STRAT
LARGE GROWTH FFTYX FID FIFTY
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE GROWTH FEXPX FID EXPORT & MULTI
Total Available Funds: 37
  • 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 FRESX FID REAL ESTATE INVS 97% 1 60 0 0.72% 2.28%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL 98% 1 60 0 0.65% 1.59%
Foreign Large Blend FOSFX FID OVERSEAS 88% 1 60 0 0.95% 1.05%
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020 98% 1 60 0 0.58% 3.41%
Retirement Income FFFAX FID FREEDOM INCOME 98% 1 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX FID FREEDOM 2015 98% 1 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX FID FREEDOM 2030 96% 1 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX FID FREEDOM 2040 95% 1 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX FID FREEDOM 2025 95% 1 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX FID FREEDOM 2035 95% 1 60 0 0.7% 1.55%
Target Date 2046-2050 FFFHX FID FREEDOM 2050 94% 1 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX FID FREEDOM 2010 92% 1 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX FID FREEDOM 2045 91% 1 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX FID FREEDOM 2005 87% 1 60 0 0.42% 2.92%
Moderate Allocation FPURX FID PURITAN 82% 1 60 0 0.5% 4.31%
Target Date 2051+ FDEEX FID FREEDOM 2055 74% 1 60 0 0.65% 2.66%
Money Market-Taxable FRTXX FID RETIRE MMKT 0% 1 60 0 NA NA
Target Date 2000-2010 FFFBX FID FREEDOM 2000 0% 1 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond FTHRX FID INTERMED BOND 78% 1 60 0 0.45% 3.11%
Intermediate-Term Bond FBNDX FID INVST GR BD 76% 1 60 0 0.76% 3.71%
US EQUITY
LARGE GROWTH FFIDX FID FIDELITY FUND 100% 1 60 0 0.46% 0.59%
LARGE BLEND FDGFX FID DIVIDEND GR 99% 1 60 0 0.77% 1.31%
MID-CAP VALUE FDVLX FID VALUE 99% 1 60 0 0.76% 0.99%
LARGE GROWTH FBGRX FID BLUE CHIP GR 99% 1 60 0 0.69% 0%
LARGE VALUE FEQIX FID EQUITY INC 98% 1 60 0 0.57% 1.67%
LARGE VALUE FEQTX FID EQ DIV INCOME 97% 1 60 0 0.58% 2.44%
LARGE BLEND FLCSX FID LARGE CAP STOCK 96% 1 60 0 0.76% 0.99%
LARGE GROWTH FCNTX FID CONTRAFUND 96% 1 60 0 0.55% 4.32%
LARGE GROWTH FOCPX FID OTC PORTFOLIO 94% 1 60 0 0.81% 0.06%
SMALL VALUE FCPVX FID SMALL CAP VALUE 91% 1 60 0 1.5% 3.99%
LARGE GROWTH FDGRX FID GROWTH COMPANY 90% 1 60 0 0.79% 4.95%
Mid-Cap Growth FMCSX FID MID CAP STOCK 77% 1 60 0 0.75% 0.87%
Mid-Cap Growth FDEGX FID GROWTH STRAT 72% 1 60 0 0.72% 0%
LARGE GROWTH FFTYX FID FIFTY 20% 1 60 0 1.65% 0.55%
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV 0% 1 60 0 0.04% 0%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 1.17%
LARGE GROWTH FEXPX FID EXPORT & MULTI 0% 1 60 0 0.74% 1.18%
Average Expense Ratio: 0.66%
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Related Retirement Plans
OCTAPHARMA USA, INC. RETIREMENT 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 0.6% 8.8% 3.7% 8.1% 6.2% 8.5%

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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
The plan consists of 37 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.


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