MyPlanIQ 401k Investor Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan

Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares, Inc.
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Fund – Investor Class
Foreign Large Blend REREX American Funds EuroPacific Growth Fund – Class R4
Foreign Large Blend VGTSX Vanguard Total International Stock
Others
Moderate Allocation FBALX Fidelity Balanced Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund – Institutional Class
Inflation-Protected Bond PRRIX PIMCO-Real Return Fund – Institutional Class
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Investor
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares, Inc.
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Fund – Investor Class
Foreign Large Blend REREX American Funds EuroPacific Growth Fund – Class R4
Foreign Large Blend VGTSX Vanguard Total International Stock
Others
Moderate Allocation FBALX Fidelity Balanced Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Natural Resources GHAAX Van Eck Global Hard Assets Fund – Class A Shares
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
ROOT CASH Fidelity Retirement Money Market
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund – Institutional Class
Inflation-Protected Bond PRRIX PIMCO-Real Return Fund – Institutional Class
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Investor
Short-Term Bond PTLDX PIMCO Low Duration Fund – Institutional Class
US EQUITY
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund – Investor Class
Mid-Cap Growth BPTRX Baron Partners Fund
LARGE VALUE EILVX Eaton Vance Large-Cap Value Fund – Class 1
SMALL BLEND NAESX Vanguard Small Cap Index Investor
LARGE BLEND WHGLX WHG LargeCap Value Fund – Institutional Class
LARGE GROWTH RGAEX American Funds Growth Fund of America – Class R4
Mid-Cap Growth BGRFX Baron Growth Fund
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund – Investor Class
MID-CAP VALUE LLSCX Longleaf Partners Small – Cap Fund
LARGE GROWTH VIDSX Victory Diversified Stock Fund – Class 1 Shares
Total Available Funds: 33
  • 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
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares, Inc. 93% 3 60 0 0.88% 2.09%
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Fund – Investor Class 41% 3 60 0 0.97% 1.83%
Foreign Large Blend REREX American Funds EuroPacific Growth Fund – Class R4 25% 3 60 0 0.9% 3.74%
Foreign Large Blend VGTSX Vanguard Total International Stock 16% 3 60 0 0.08% 3.12%
Others
Moderate Allocation FBALX Fidelity Balanced Fund 91% 3 60 0 0.5% 1.59%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 88% 3 60 0 0.75% 3.67%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 86% 3 60 0 0.64% 1.26%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 82% 3 60 0 0.75% 3.56%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 82% 3 60 0 0.7% 1.55%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 79% 3 60 0 0.66% 3.25%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 77% 3 60 0 0.34% 2.01%
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 60% 3 60 0 0.58% 3.41%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 52% 3 60 0 0.54% 3.2%
Natural Resources GHAAX Van Eck Global Hard Assets Fund – Class A Shares 46% 3 60 0 0.95% 2.69%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 36% 3 60 0 0.49% 3.21%
Retirement Income FFFAX Fidelity Freedom Income Fund 26% 3 60 0 0.42% 2.89%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 21% 3 60 0 0.42% 2.92%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 0%
ROOT CASH Fidelity Retirement Money Market 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund – Institutional Class 76% 3 60 0 0.83% 3.98%
Inflation-Protected Bond PRRIX PIMCO-Real Return Fund – Institutional Class 66% 3 60 0 1.37% 4.44%
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Investor 44% 3 60 0 0.15% 3.15%
Short-Term Bond PTLDX PIMCO Low Duration Fund – Institutional Class 35% 3 60 0 1.05% 4.06%
US EQUITY
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund – Investor Class 85% 3 60 0 0.09% 1.79%
Mid-Cap Growth BPTRX Baron Partners Fund 72% 3 60 0 1.69% 0%
LARGE VALUE EILVX Eaton Vance Large-Cap Value Fund – Class 1 57% 3 60 0 0.77% 1.16%
SMALL BLEND NAESX Vanguard Small Cap Index Investor 49% 3 60 0 0.03% 1.4%
LARGE BLEND WHGLX WHG LargeCap Value Fund – Institutional Class 47% 3 60 0 1.55% 3.47%
LARGE GROWTH RGAEX American Funds Growth Fund of America – Class R4 45% 3 60 0 0.3% 0%
Mid-Cap Growth BGRFX Baron Growth Fund 31% 3 60 0 1.3% 1.84%
MID-CAP VALUE ARTQX Artisan Mid Cap Value Fund – Investor Class 23% 3 60 0 1.05% 17.63%
MID-CAP VALUE LLSCX Longleaf Partners Small – Cap Fund 20% 3 60 0 0.95% 0.9%
LARGE GROWTH VIDSX Victory Diversified Stock Fund – Class 1 Shares 0% 3 60 0 0.61% 42.6%
Average Expense Ratio: 0.71%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN
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 0.0% 5.9% 1.3% 6.9% 5.0% 7.8%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:BPFH)
The plan consists of 35 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.
--


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.