MyPlanIQ 401k Investor WABTEC SAVINGS PLAN

WABTEC SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas Fund
Foreign Large Blend REREX American Funds EuroPacific Growth Fund Class R4
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
FIXED INCOME
Intermediate-Term Bond WOBDX JP Morgan Core Bond Select CL
US EQUITY
LARGE GROWTH FBGRX Fidelity Blue Chip Growth Fund
LARGE VALUE FEQIX Fidelity Equity-Income Fund
LARGE GROWTH FCNTX Fidelity Contrafund
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas Fund
Foreign Large Blend REREX American Funds EuroPacific Growth Fund Class R4
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
FIXED INCOME
Intermediate-Term Bond WOBDX JP Morgan Core Bond Select CL
US EQUITY
LARGE GROWTH FBGRX Fidelity Blue Chip Growth Fund
LARGE VALUE FEQIX Fidelity Equity-Income Fund
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value CL A
Small Growth WMKSX MSIF Small Company Growth Portfolio Class P Shares
LARGE GROWTH FDGRX Fidelity Growth Company Fund
LARGE BLEND FUSEX Wabtec Stock Fund Spartan 500 Index Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
SMALL BLEND SMVAX Wells Fargo Small Cap Value CL Z
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 Overseas Fund 88% 3 60 0 0.95% 1.05%
Foreign Large Blend REREX American Funds EuroPacific Growth Fund Class R4 57% 3 60 0 0.9% 3.74%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 2.92%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond WOBDX JP Morgan Core Bond Select CL 94% 3 60 0 1.1% 3.44%
US EQUITY
LARGE GROWTH FBGRX Fidelity Blue Chip Growth Fund 99% 3 60 0 0.69% 0%
LARGE VALUE FEQIX Fidelity Equity-Income Fund 98% 3 60 0 0.57% 1.67%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value CL A 93% 3 60 0 1.18% 0.54%
Small Growth WMKSX MSIF Small Company Growth Portfolio Class P Shares 91% 3 60 0 1.25% 0.25%
LARGE GROWTH FDGRX Fidelity Growth Company Fund 90% 3 60 0 0.79% 4.95%
LARGE BLEND FUSEX Wabtec Stock Fund Spartan 500 Index Fund 79% 3 60 0 0.09% 1.79%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 1.69%
SMALL BLEND SMVAX Wells Fargo Small Cap Value CL Z 0% 3 60 0 1.28% 0%
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
WABTEC SAVINGS 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 2.0% 11.3% 3.3% 9.9% 6.9% 8.4%

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:WAB)
The plan consists of 25 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
--


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.