MyPlanIQ 401k Investor L-3 COMMUNICATIONS MASTER SAVINGS PLAN

L-3 COMMUNICATIONS MASTER SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FSGDX SPTN GLOBAL EX US ADV
Others
Moderate Allocation FBAKX FID BALANCED K
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
FIXED INCOME
Inflation-Protected Bond VIPSX VANG INFL PROT SEC
Intermediate Government FGMNX FID GNMA
Intermediate-Term Bond DODIX DODGE & COX INCOME
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK
SMALL BLEND OTCFX TRP SM CAP STOCK
LARGE GROWTH CGRIX CALAMOS GROWTH INST
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FSGDX SPTN GLOBAL EX US ADV
Others
Moderate Allocation FBAKX FID BALANCED K
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
FIXED INCOME
Inflation-Protected Bond VIPSX VANG INFL PROT SEC
Intermediate Government FGMNX FID GNMA
Intermediate-Term Bond DODIX DODGE & COX INCOME
High Yield Bond BRHYX BLKRK HIGH YLD BD BR
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK
SMALL BLEND OTCFX TRP SM CAP STOCK
LARGE GROWTH CGRIX CALAMOS GROWTH INST
LARGE BLEND DNVYX DAVIS NY VENTURE Y
LARGE GROWTH FMGKX FID MAGELLAN K
MID-CAP BLEND VSPIX VICTORY SPL VALUE I
LARGE GROWTH RGAGX AF GRTH FUND AMER R6
SMALL BLEND FSSVX SPTN SM CAP ADV
MID-CAP BLEND FSCKX SPTN MD CAP ADV
LARGE BLEND FXSIX SPTN 500 INDEX INST
Total Available Funds: 28
  • 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 FDIKX FID DIVERSIFD INTL K 72% 1 60 0 0.99% 4.5%
Foreign Large Blend FSGDX SPTN GLOBAL EX US ADV 0% 1 60 0 0.18% 2.22%
Others
Moderate Allocation FBAKX FID BALANCED K 69% 1 60 0 0.5% 1.66%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 2.15%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 1.44%
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 1 60 0 0.39% 2.83%
FIXED INCOME
Inflation-Protected Bond VIPSX VANG INFL PROT SEC 98% 1 60 0 0.07% 4.24%
Intermediate Government FGMNX FID GNMA 87% 1 60 0 0.45% 2.87%
Intermediate-Term Bond DODIX DODGE & COX INCOME 87% 1 60 0 0.33% 3.91%
High Yield Bond BRHYX BLKRK HIGH YLD BD BR 72% 1 60 0 0.51% 5.68%
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK 93% 1 60 0 0.52% 4.95%
SMALL BLEND OTCFX TRP SM CAP STOCK 78% 1 60 0 1.17% 0.21%
LARGE GROWTH CGRIX CALAMOS GROWTH INST 76% 1 60 0 1.05% 0%
LARGE BLEND DNVYX DAVIS NY VENTURE Y 69% 1 60 0 1.75% 8.03%
LARGE GROWTH FMGKX FID MAGELLAN K 68% 1 60 0 0.68% 11.94%
MID-CAP BLEND VSPIX VICTORY SPL VALUE I 54% 1 60 0 1.15% 9.5%
LARGE GROWTH RGAGX AF GRTH FUND AMER R6 25% 1 60 0 0.3% 0%
SMALL BLEND FSSVX SPTN SM CAP ADV 0% 1 60 0 0.24% 3.61%
MID-CAP BLEND FSCKX SPTN MD CAP ADV 0% 1 60 0 0.14% 2.23%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 1 60 0 0.04% 0%
Average Expense Ratio: 0.58%
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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 4.1% 13.6% 2.2% 6.0% 5.1% 7.4%

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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:LLL)
The plan consists of 30 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
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