MyPlanIQ 401k Investor Gibraltar 401(k) Plan

Gibraltar 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRAX Virtus Real Estate Securities Class A
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Growth FCPIX Fidelity Capital app Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom Fund 2020
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom Fund 2015
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Institutional Class
ULTRASHORT BOND NVSIX Wells Fargo Stable Return Portfolio
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRAX Virtus Real Estate Securities Class A
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Growth FCPIX Fidelity Capital app Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom Fund 2020
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom Fund 2015
Target Date 2026-2030 FFFEX Fidelity Freedom Fund 2030
Target Date 2036-2040 FFFFX Fidelity Freedom Fund 2040
Target Date 2021-2025 FFTWX Fidelity Freedom Fund 2025
Target Date 2031-2035 FFTHX Fidelity Freedom Fund 2035
Target Date 2050+ FFFHX Fidelity Freedom Fund 2050
Target Date 2000-2010 FFFCX Fidelity Freedom Fund 2010
Moderate Allocation OAKBX Oakmark Equity & Income Fund
Target Date 2041-2045 FFFGX Fidelity Freedom Fund 2045
Target Date 2000-2010 FFFVX Fidelity Freedom Fund 2005
ROOT CASH Fidelity rtmt Money Mkt
Target Date 2000-2010 FFFBX Fidelity Freedom Fund 2000
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Institutional Class
ULTRASHORT BOND NVSIX Wells Fargo Stable Return Portfolio
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE PNEAX Allianz NFJ Dividend Value Fund Administrative Class
MID-CAP VALUE JMVAX Janus Perkins Mid Cap Value Fund
SMALL BLEND LSSCX Loomis Sayles Small Cap Value Fund Class I
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Fund Class Y
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund
SMALL VALUE AASSX American Beacon Small Cap Value Fund Institutional Class
Small Growth NBSMX Neuberger Berman Small Cap Growth Fund Institutional Class
Total Available Funds: 29
  • 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 PHRAX Virtus Real Estate Securities Class A 40% 3 60 0 2.05% 10.56%
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 1.59%
Foreign Large Growth FCPIX Fidelity Capital app Fund 76% 3 60 0 1.06% 0.36%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom Fund 2020 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 Fund 2015 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom Fund 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom Fund 2040 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom Fund 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom Fund 2035 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom Fund 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom Fund 2010 92% 3 60 0 0.49% 3.21%
Moderate Allocation OAKBX Oakmark Equity & Income Fund 91% 3 60 0 0.83% 2.3%
Target Date 2041-2045 FFFGX Fidelity Freedom Fund 2045 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom Fund 2005 87% 3 60 0 0.42% 2.92%
ROOT CASH Fidelity rtmt Money Mkt 0% 1 60 0 NA 4.14%
Target Date 2000-2010 FFFBX Fidelity Freedom Fund 2000 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Institutional Class 97% 3 60 0 0.83% 3.98%
ULTRASHORT BOND NVSIX Wells Fargo Stable Return Portfolio 0% 3 60 0 NA 0%
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund 0% 3 60 0 0.13% 2.67%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE VALUE PNEAX Allianz NFJ Dividend Value Fund Administrative Class 92% 3 60 0 1.72% 16.31%
MID-CAP VALUE JMVAX Janus Perkins Mid Cap Value Fund 90% 3 60 0 0.91% 1.13%
SMALL BLEND LSSCX Loomis Sayles Small Cap Value Fund Class I 87% 3 60 0 1.4% 0.19%
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock 84% 3 60 0 0.74% 8.83%
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Fund Class Y 82% 3 60 0 1.57% 4.61%
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.79%
SMALL VALUE AASSX American Beacon Small Cap Value Fund Institutional Class 49% 3 60 0 1.28% 16.22%
Small Growth NBSMX Neuberger Berman Small Cap Growth Fund Institutional Class 0% 3 60 0 0.9% 0%
Average Expense Ratio: 0.79%
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Related Retirement Plans
GIBRALTAR 401(K) 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 0.4% 11.0% 6.6% 8.6% 6.7% 8.9%

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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:ROCK)
The plan consists of 30 funds. It covers 4 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.
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