MyPlanIQ 401k Investor Precision Strip, Inc. Retirement and Savings Plan

Precision Strip, Inc. Retirement and Savings Plan Investment Model Portfolios

This Plan is unrated.
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PRECISION STRIP RETIREMENT AND SAVINGS PLAN
Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Investments Fidelity Diversified International Fund
Others
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income Fund
Target Date 2021-2025 FITWX Fidelity Investments Fidelity Freedom 2025 Fund
Target Date 2011-2015 FFVIX Fidelity Investments Fidelity Freedom 2015 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund
US EQUITY
LARGE BLEND FFIDX Fidelity Investments Fidelity Fund
SMALL BLEND NBGEX Neuberger Berman Neuberger Berman Genesis Tr Fund
SMALL VALUE ROFIX The Royce Funds Royce Opportunity Fund
Total Available Funds: 32
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Investments Fidelity Diversified International Fund
Others
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income Fund
Target Date 2021-2025 FITWX Fidelity Investments Fidelity Freedom 2025 Fund
Target Date 2011-2015 FFVIX Fidelity Investments Fidelity Freedom 2015 Fund
Target Date 2050+ FFFPX Fidelity Investments Fidelity Freedom 2050 Fund
Target Date 2016-2020 FDIFX Fidelity Investments Fidelity Freedom 2020 Fund
Target Date 2031-2035 FITHX Fidelity Investments Fidelity Freedom 2035 Fund
Target Date 2041-2045 FFFIX Fidelity Investments Fidelity Freedom 2045 Fund
Target Date 2026-2030 FEFIX Fidelity Investments Fidelity Freedom 2030 Fund
Target Date 2036-2040 FIFFX Fidelity Investments Fidelity Freedom 2040 Fund
Target Date 2000-2010 FCIFX Fidelity Investments Fidelity Freedom 2010 Fund
Target Date 2000-2010 FFIVX Fidelity Investments Fidelity Freedom 2005 Fund
Moderate Allocation FPURX Fidelity Investments Fidelity Puritan Fund
ROOT CASH Fidelity Investments Fidelity rtmt Money Mkt Portfolio Fund
ROOT CASH Fidelity Investments Cash
Target Date 2000-2010 FFFBX Fidelity Investments Fidelity Freedom 2000 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund
US EQUITY
LARGE BLEND FFIDX Fidelity Investments Fidelity Fund
SMALL BLEND NBGEX Neuberger Berman Neuberger Berman Genesis Tr Fund
SMALL VALUE ROFIX The Royce Funds Royce Opportunity Fund
LARGE BLEND FUSEX Fidelity Investments Spartan U.S. Equity Index Fund
LARGE VALUE AADEX American Beacon American Beacon Large Cap Value Fund
Mid-Cap Growth FMCSX Fidelity Investments Fidelity Mid Cap Stock Fund
LARGE BLEND FADAX Fidelity Investments Fidelity Dividend Growth Fund
MID-CAP VALUE FAVFX Fidelity Investments Fidelity Value Fund
LARGE VALUE FEIAX Fidelity Investments Fidelity Equity Income Fund
LARGE GROWTH RGAEX American Funds American Funds Growth Fund of Amer R4
Mid-Cap Growth BARAX Baron Funds Baron Asset Fund
Small Growth IHSAX The Harford Mutual Funds The Hartford International Small Company Fund
MID-CAP BLEND FSEVX Fidelity Investments Spartan Total Mkt Index Fund
Mid-Cap Growth DGRAX Morgan Stanley MAS Mid-Cap Growth Portfolio Fund
LARGE GROWTH JAVLX Janus Funds Janus Twenty 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
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Investments Fidelity Diversified International Fund 98% 3 60 0 0.65% 3.66%
Others
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income Fund 98% 3 60 0 0.42% 3.12%
Target Date 2021-2025 FITWX Fidelity Investments Fidelity Freedom 2025 Fund 94% 3 60 0 1.11% 5.51%
Target Date 2011-2015 FFVIX Fidelity Investments Fidelity Freedom 2015 Fund 93% 3 60 0 1.03% 5.25%
Target Date 2050+ FFFPX Fidelity Investments Fidelity Freedom 2050 Fund 93% 3 60 0 1% 4.64%
Target Date 2016-2020 FDIFX Fidelity Investments Fidelity Freedom 2020 Fund 92% 3 60 0 1.07% 5.77%
Target Date 2031-2035 FITHX Fidelity Investments Fidelity Freedom 2035 Fund 91% 3 60 0 0.96% 5.37%
Target Date 2041-2045 FFFIX Fidelity Investments Fidelity Freedom 2045 Fund 90% 3 60 0 1.25% 4.65%
Target Date 2026-2030 FEFIX Fidelity Investments Fidelity Freedom 2030 Fund 90% 3 60 0 1.16% 5.39%
Target Date 2036-2040 FIFFX Fidelity Investments Fidelity Freedom 2040 Fund 88% 3 60 0 1.24% 4.74%
Target Date 2000-2010 FCIFX Fidelity Investments Fidelity Freedom 2010 Fund 84% 3 60 0 0.73% 3.91%
Target Date 2000-2010 FFIVX Fidelity Investments Fidelity Freedom 2005 Fund 82% 3 60 0 0.97% 3.17%
Moderate Allocation FPURX Fidelity Investments Fidelity Puritan Fund 81% 3 60 0 0.5% 10.68%
ROOT CASH Fidelity Investments Fidelity rtmt Money Mkt Portfolio Fund 0% 1 60 0 NA 2.61%
ROOT CASH Fidelity Investments Cash 0% 1 60 0 NA 2.61%
Target Date 2000-2010 FFFBX Fidelity Investments Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund 96% 3 60 0 0.83% 4.3%
US EQUITY
LARGE BLEND FFIDX Fidelity Investments Fidelity Fund 100% 3 60 0 0.46% 0%
SMALL BLEND NBGEX Neuberger Berman Neuberger Berman Genesis Tr Fund 96% 3 60 0 0.84% 2.24%
SMALL VALUE ROFIX The Royce Funds Royce Opportunity Fund 96% 3 60 0 1.85% 7.88%
LARGE BLEND FUSEX Fidelity Investments Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.65%
LARGE VALUE AADEX American Beacon American Beacon Large Cap Value Fund 78% 3 60 0 0.94% 11.91%
Mid-Cap Growth FMCSX Fidelity Investments Fidelity Mid Cap Stock Fund 77% 3 60 0 0.75% 5.61%
LARGE BLEND FADAX Fidelity Investments Fidelity Dividend Growth Fund 51% 3 60 0 0.43% 8.79%
MID-CAP VALUE FAVFX Fidelity Investments Fidelity Value Fund 46% 3 60 0 1.9% 11.92%
LARGE VALUE FEIAX Fidelity Investments Fidelity Equity Income Fund 42% 3 60 0 1.03% 11.99%
LARGE GROWTH RGAEX American Funds American Funds Growth Fund of Amer R4 39% 3 60 0 0.3% 9%
Mid-Cap Growth BARAX Baron Funds Baron Asset Fund 35% 3 60 0 1.33% 17.59%
Small Growth IHSAX The Harford Mutual Funds The Hartford International Small Company Fund 33% 3 60 0 0.99% 0%
MID-CAP BLEND FSEVX Fidelity Investments Spartan Total Mkt Index Fund 0% 3 60 0 0.07% 4.47%
Mid-Cap Growth DGRAX Morgan Stanley MAS Mid-Cap Growth Portfolio Fund 0% 3 60 0 0.97% 4.69%
LARGE GROWTH JAVLX Janus Funds Janus Twenty Fund 0% 3 60 0 0.94% 2.5%
Average Expense Ratio: 0.87%
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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 1.4% 10.5% 3.7% 9.2% 5.9% 7.9%

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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*
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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 0.5% 7.1% 0.9% 5.4% 3.8% 6.0%

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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 33 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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