MyPlanIQ 401k Investor MBIA Inc. 401(k) Plan

MBIA Inc. 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares Inc. Fund
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund
Foreign Large Value MSIQX Morgan Stanley Inst. International Equity Fund
Foreign Large Blend FOSFX Fidelity Overseas Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom Fund 2020
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom Fund 2015
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Institutional Fund
Intermediate-Term Bond FTHRX Fidelity interm Bond Fund
High Yield Bond PHIYX Pacific Investment Management Company High Yield Institutional Fund
Total Available Funds: 32
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares Inc. Fund
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund
Foreign Large Value MSIQX Morgan Stanley Inst. International Equity Fund
Foreign Large Blend FOSFX Fidelity Overseas Fund
Foreign Large Growth VIFIX Van Kampen International Growth Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom Fund 2020
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom Fund 2015
Target Date 2026-2030 FFFEX Fidelity Freedom Fund 2030
Target Date 2036-2040 FFFFX Fidelity Freedom Fund 2040
Target Date 2021-2025 FFTWX Fidelity Freedom Fund 2025
Target Date 2031-2035 FFTHX Fidelity Freedom Fund 2035
Target Date 2050+ FFFHX Fidelity Freedom Fund 2050
Target Date 2000-2010 FFFCX Fidelity Freedom Fund 2010
Target Date 2041-2045 FFFGX Fidelity Freedom Fund 2045
Moderate Allocation FPURX Fidelity Puritan Fund
ROOT CASH Deutsche Cash Management Fund Institutional Class
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Institutional Fund
Intermediate-Term Bond FTHRX Fidelity interm Bond Fund
High Yield Bond PHIYX Pacific Investment Management Company High Yield Institutional Fund
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value Fund
LARGE GROWTH FBGRX Fidelity Blue Chip Growth Fund
SMALL VALUE ROFIX Royce Opportunity Fund
LARGE VALUE PNEAX Allianz NFJ Dividend Value Fund
LARGE BLEND NYVTX Davis NY Venture Fund
LARGE GROWTH FDGRX Fidelity Growth Company Fund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Fund
Mid-Cap Growth BGRFX Baron Growth Fund
Mid-Cap Growth BARAX Baron Asset Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
Total Available Funds: 32
  • 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 CSRSX Cohen & Steers Realty Shares Inc. Fund 76% 3 60 0 0.88% 2.09%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.33%
Foreign Large Value MSIQX Morgan Stanley Inst. International Equity Fund 92% 3 60 0 1.8% 0%
Foreign Large Blend FOSFX Fidelity Overseas Fund 88% 3 60 0 0.95% 1.05%
Foreign Large Growth VIFIX Van Kampen International Growth Fund 0% 3 60 0 NA NA
Others
Target Date 2016-2020 FFFDX Fidelity Freedom Fund 2020 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom Fund 2015 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom Fund 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom Fund 2040 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom Fund 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom Fund 2035 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom Fund 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom Fund 2010 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom Fund 2045 91% 3 60 0 0.75% 3.67%
Moderate Allocation FPURX Fidelity Puritan Fund 82% 3 60 0 0.5% 4.31%
ROOT CASH Deutsche Cash Management Fund Institutional Class 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Institutional Fund 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond FTHRX Fidelity interm Bond Fund 78% 3 60 0 0.45% 3.11%
High Yield Bond PHIYX Pacific Investment Management Company High Yield Institutional Fund 72% 3 60 0 0.66% 5.61%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value Fund 99% 3 60 0 0.76% 0.99%
LARGE GROWTH FBGRX Fidelity Blue Chip Growth Fund 99% 3 60 0 0.69% 0%
SMALL VALUE ROFIX Royce Opportunity Fund 96% 3 60 0 1.85% 4.81%
LARGE VALUE PNEAX Allianz NFJ Dividend Value Fund 93% 3 60 0 1.72% 16.31%
LARGE BLEND NYVTX Davis NY Venture Fund 92% 3 60 0 1.75% 8.07%
LARGE GROWTH FDGRX Fidelity Growth Company Fund 90% 3 60 0 0.79% 4.95%
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.79%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 0.34%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Fund 75% 3 60 0 0.1% 0%
Mid-Cap Growth BGRFX Baron Growth Fund 40% 3 60 0 1.3% 1.84%
Mid-Cap Growth BARAX Baron Asset Fund 35% 3 60 0 1.33% 3.55%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 1.69%
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 0.5% 7.3% 3.9% 8.5% 6.1% 8.3%

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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:MBI)
The plan consists of 33 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.


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