MyPlanIQ EMPLOYEE 401K SAVINGS PLAN

EMPLOYEE 401K SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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THE RETIREMENT AND SAVINGS PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
Others
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2046-2050 FFFHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
LARGE GROWTH FCNTX Fidelity Contrafund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
Others
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2046-2050 FFFHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND VTSMX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Investor Class Shares
LARGE BLEND NBPTX Neuberger Berman Equity Funds: Neuberger Berman Large Cap Value Fund; Trust Class
SMALL VALUE AVPAX American Beacon Funds: American Beacon Small Cap Value Fund; Investor Class Shares
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
LARGE GROWTH FMAGX Fidelity Magellan Fund
Mid-Cap Growth FRSGX Franklin Strategic Series: Franklin Small-Mid Cap Growth Fund; Class A Shares
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Total Available Funds: 16
  • 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 VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares 16% 3 60 0 0.08% 3.03%
Others
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 4.85%
Target Date 2046-2050 FFFHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 4.1%
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund 99% 3 60 0 0.69% 6.02%
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares 97% 3 60 0 0.94% 13.15%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.06%
LARGE BLEND VTSMX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Investor Class Shares 94% 3 60 0 0.03% 1.24%
LARGE BLEND NBPTX Neuberger Berman Equity Funds: Neuberger Berman Large Cap Value Fund; Trust Class 84% 3 60 0 0.51% 1.88%
SMALL VALUE AVPAX American Beacon Funds: American Beacon Small Cap Value Fund; Investor Class Shares 79% 3 60 0 1.28% 8.45%
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares 79% 3 60 0 0.09% 1.32%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 7.91%
Mid-Cap Growth FRSGX Franklin Strategic Series: Franklin Small-Mid Cap Growth Fund; Class A Shares 41% 3 60 0 0.85% 0%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 13.85%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares 100% 3 60 0 0.15% 3.7%
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund 78% 3 60 0 0.45% 3.27%
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 4.01%
Average Expense Ratio: 0.58%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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
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