MyPlanIQ 401k Investor 4 ABIOMED Retirement Savings Plan

4 ABIOMED Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AIZAX AllianceBernstein International Value
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom Income
FIXED INCOME
Short-Term Bond JSDUX JPMorgan Short Duration Bond
US EQUITY
Mid-Cap Growth TWHIX Am. Century Heritage Investor
LARGE BLEND BEQGX Am. Century Equity Growth Investor
MID-CAP BLEND FLVIX Fidelity Advisor Leveraged Co. Stock
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AIZAX AllianceBernstein International Value
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom Income
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035
Target Date 2041-2045 FFFIX Fidelity Advisor Freedom 2045
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010
Target Date 2000-2010 FFIVX Fidelity Advisor Freedom 2005
Technology FATIX Fidelity Advisor Technology
ROOT CASH Fidelity rtmt Money Mkt Mutual Fund
FIXED INCOME
Short-Term Bond JSDUX JPMorgan Short Duration Bond
US EQUITY
Mid-Cap Growth TWHIX Am. Century Heritage Investor
LARGE BLEND BEQGX Am. Century Equity Growth Investor
MID-CAP BLEND FLVIX Fidelity Advisor Leveraged Co. Stock
LARGE GROWTH FALIX Fidelity Advisor Large-Cap
LARGE VALUE EQPIX Fidelity Advisor Equity Income
SMALL BLEND PNSEX Black Rock Small Capital Growth
Total Available Funds: 21
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend AIZAX AllianceBernstein International Value 0% 3 60 0 1.27% 1.8%
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 94% 3 60 0 1.11% 1.99%
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 93% 3 60 0 1.03% 2.39%
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom Income 93% 3 60 0 1.03% 2.39%
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 93% 3 60 0 1% 1.79%
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 92% 3 60 0 1.07% 2.15%
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 91% 3 60 0 0.96% 1.9%
Target Date 2041-2045 FFFIX Fidelity Advisor Freedom 2045 90% 3 60 0 1.25% 1.93%
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 89% 3 60 0 1.16% 1.8%
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 88% 3 60 0 1.24% 1.17%
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 85% 3 60 0 0.73% 2.62%
Target Date 2000-2010 FFIVX Fidelity Advisor Freedom 2005 82% 3 60 0 0.97% 2.69%
Technology FATIX Fidelity Advisor Technology 72% 3 60 0 1.21% 0%
ROOT CASH Fidelity rtmt Money Mkt Mutual Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Short-Term Bond JSDUX JPMorgan Short Duration Bond 97% 3 60 0 0.28% 2.89%
US EQUITY
Mid-Cap Growth TWHIX Am. Century Heritage Investor 96% 3 60 0 0.01% 0%
LARGE BLEND BEQGX Am. Century Equity Growth Investor 96% 3 60 0 0.91% 1.11%
MID-CAP BLEND FLVIX Fidelity Advisor Leveraged Co. Stock 85% 3 60 0 0.66% 1.77%
LARGE GROWTH FALIX Fidelity Advisor Large-Cap 74% 3 60 0 1.17% 1.86%
LARGE VALUE EQPIX Fidelity Advisor Equity Income 73% 3 60 0 0.65% 5.51%
SMALL BLEND PNSEX Black Rock Small Capital Growth 0% 3 60 0 NA NA
Average Expense Ratio: 0.93%
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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 9.6% 9.1% 4.4% 5.3% 4.8% 4.5%

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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:ABMD)
The plan consists of 22 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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