MyPlanIQ 401k Investor White Springs Agricultural Chemicals, Inc. Savings and Investment Plan

White Springs Agricultural Chemicals, Inc. Savings and Investment Plan

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Management Tr Company Fidelity Overseas Fund
Others
Target Date 2016-2020 FFFDX Fidelity Management Tr Company Freedom 2020
Retirement Income FFFAX Fidelity Management Tr Company Freedom Income
Target Date 2011-2015 FFVFX Fidelity Management Tr Company Freedom 2015
US EQUITY
LARGE BLEND PRDGX T. Rowe Price Retirement Investment Services Inc. T. Rowe Price Retirement Dividend Growth Fund
LARGE GROWTH FOCPX Fidelity Management Tr Company OTC Portfolio
LARGE BLEND NYVTX Davis Selected Advisors L.P. Davis NY Venture A
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Management Tr Company Fidelity Overseas Fund
Others
Target Date 2016-2020 FFFDX Fidelity Management Tr Company Freedom 2020
Retirement Income FFFAX Fidelity Management Tr Company Freedom Income
Target Date 2011-2015 FFVFX Fidelity Management Tr Company Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Management Tr Company Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Management Tr Company Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Management Tr Company Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Management Tr Company Freedom 2035
Target Date 2050+ FFFHX Fidelity Management Tr Company Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Management Tr Company Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Management Tr Company Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Management Tr Company Freedom 2005
Moderate Allocation FPURX Fidelity Management Tr Company Puritan Fund
ROOT CASH PCS STOCK PURCHASE ACCOUNT Money Mkt
ROOT CASH Fidelity Management Tr Company rtmt Money Mkt Portfolio
Target Date 2000-2010 FFFBX Fidelity Management Tr Company Freedom 2000
US EQUITY
LARGE BLEND PRDGX T. Rowe Price Retirement Investment Services Inc. T. Rowe Price Retirement Dividend Growth Fund
LARGE GROWTH FOCPX Fidelity Management Tr Company OTC Portfolio
LARGE BLEND NYVTX Davis Selected Advisors L.P. Davis NY Venture A
SMALL BLEND FSLCX Fidelity Management Tr Company Small Cap Stock Fund
LARGE BLEND FUSEX Fidelity Management Tr Company Spartan US Equity Index Fund
LARGE VALUE AADEX American Beacon Advisors Inc. American Beacon Large Cap Value Inst
Mid-Cap Growth FMCSX Fidelity Management Tr Company Mid-Cap Stock Fund
LARGE BLEND LMVFX Legg Mason Fund Advisor Inc. Value Tr FI Class
Total Available Funds: 24
  • 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 FOSFX Fidelity Management Tr Company Fidelity Overseas Fund 88% 3 60 0 0.95% 1.05%
Others
Target Date 2016-2020 FFFDX Fidelity Management Tr Company Freedom 2020 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Management Tr Company Freedom Income 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Management Tr Company Freedom 2015 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Management Tr Company Freedom 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Management Tr Company Freedom 2040 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Management Tr Company Freedom 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Management Tr Company Freedom 2035 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Management Tr Company Freedom 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Management Tr Company Freedom 2010 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Management Tr Company Freedom 2045 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Management Tr Company Freedom 2005 87% 3 60 0 0.42% 2.92%
Moderate Allocation FPURX Fidelity Management Tr Company Puritan Fund 82% 3 60 0 0.5% 4.31%
ROOT CASH PCS STOCK PURCHASE ACCOUNT Money Mkt 0% 3 60 0 NA 4.14%
ROOT CASH Fidelity Management Tr Company rtmt Money Mkt Portfolio 0% 1 60 0 NA 4.14%
Target Date 2000-2010 FFFBX Fidelity Management Tr Company Freedom 2000 0% 3 60 0 0.44% 0%
US EQUITY
LARGE BLEND PRDGX T. Rowe Price Retirement Investment Services Inc. T. Rowe Price Retirement Dividend Growth Fund 98% 3 60 0 0.64% 1.09%
LARGE GROWTH FOCPX Fidelity Management Tr Company OTC Portfolio 94% 3 60 0 0.81% 0.06%
LARGE BLEND NYVTX Davis Selected Advisors L.P. Davis NY Venture A 92% 3 60 0 1.75% 8.07%
SMALL BLEND FSLCX Fidelity Management Tr Company Small Cap Stock Fund 82% 3 60 0 0.67% 0.02%
LARGE BLEND FUSEX Fidelity Management Tr Company Spartan US Equity Index Fund 79% 3 60 0 0.09% 1.79%
LARGE VALUE AADEX American Beacon Advisors Inc. American Beacon Large Cap Value Inst 78% 3 60 0 0.94% 1.65%
Mid-Cap Growth FMCSX Fidelity Management Tr Company Mid-Cap Stock Fund 77% 3 60 0 0.75% 0.87%
LARGE BLEND LMVFX Legg Mason Fund Advisor Inc. Value Tr FI Class 25% 3 60 0 0.7% 10.24%
Average Expense Ratio: 0.66%
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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 1.9% 10.0% 3.8% 7.1% 5.3% 6.7%

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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 25 funds. It covers 2 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity and Foreign Equity.


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