MyPlanIQ 401k Investor PCS Nitrogen 401(k) Savings Plan

PCS Nitrogen 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas Fund
Others
Moderate Allocation FPURX Fidelity Puritan Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund
LARGE BLEND FUSEX Fidelity Spartan US Equity Index Fund
FIXED INCOME
Intermediate Government FGOVX Fidelity U.S. Government Reserves Fund
Short-Term Bond FSHBX Fidelity Institutional Short-Intermediate Government Fund
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas Fund
Others
Moderate Allocation FPURX Fidelity Puritan Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
ROOT CASH Fidelity Retirement Money Market Portfolio
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund
LARGE BLEND FUSEX Fidelity Spartan US Equity Index Fund
LARGE VALUE AADEX ABF Large Cap Value Inst
LARGE BLEND LMVFX Legg Mason Value Trust FI Class
LARGE BLEND PRDGX T. Rowe Price Dividend Growth Fund
SMALL BLEND FSLCX Fidelity Small Cap Stock Fund
LARGE BLEND NYVTX Davis NY Venture A
FIXED INCOME
Intermediate Government FGOVX Fidelity U.S. Government Reserves Fund
Short-Term Bond FSHBX Fidelity Institutional Short-Intermediate Government Fund
Total Available Funds: 25
  • 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 Overseas Fund 84% 3 60 0 0.95% 1.05%
Others
Moderate Allocation FPURX Fidelity Puritan Fund 98% 3 60 0 0.5% 4.31%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 88% 3 60 0 0.75% 3.67%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 86% 3 60 0 0.64% 1.26%
Target Date 2050+ FFFHX Fidelity Freedom 2050 82% 3 60 0 0.75% 3.56%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 82% 3 60 0 0.7% 1.55%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 79% 3 60 0 0.66% 3.25%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 77% 3 60 0 0.34% 2.01%
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 60% 3 60 0 0.58% 3.41%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 52% 3 60 0 0.54% 3.2%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 36% 3 60 0 0.49% 3.21%
Retirement Income FFFAX Fidelity Freedom Income 26% 3 60 0 0.42% 2.89%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 21% 3 60 0 0.42% 2.92%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 0%
ROOT CASH Fidelity Retirement Money Market Portfolio 0% 3 60 0 NA 4.14%
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company 93% 3 60 0 0.79% 4.95%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund 90% 3 60 0 0.75% 0.87%
LARGE BLEND FUSEX Fidelity Spartan US Equity Index Fund 85% 3 60 0 0.09% 1.79%
LARGE VALUE AADEX ABF Large Cap Value Inst 77% 3 60 0 0.94% 1.65%
LARGE BLEND LMVFX Legg Mason Value Trust FI Class 73% 3 60 0 0.7% 10.24%
LARGE BLEND PRDGX T. Rowe Price Dividend Growth Fund 57% 3 60 0 0.64% 1.09%
SMALL BLEND FSLCX Fidelity Small Cap Stock Fund 28% 3 60 0 0.67% 0.02%
LARGE BLEND NYVTX Davis NY Venture A 26% 3 60 0 1.75% 8.07%
FIXED INCOME
Intermediate Government FGOVX Fidelity U.S. Government Reserves Fund 56% 3 60 0 0.76% 1.87%
Short-Term Bond FSHBX Fidelity Institutional Short-Intermediate Government Fund 50% 3 60 0 0.5% 3.29%
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 1.8% 11.1% 2.7% 7.4% 5.6% 7.2%

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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 26 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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