MyPlanIQ 401k Investor Extra Space Management, Inc. 401(k) Plan

Extra Space Management, Inc. 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Blend FSIIX Fidelity Spartan International Index
Others
Target Date 2016-2020 FFFDX Freedom Fund 2020 Fund
Retirement Income FFFAX Freedom Income Fund
Target Date 2011-2015 FFVFX Freedom Fund 2015 Fund
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value Fund
LARGE VALUE AAGPX American Beacon Investor Class (Lg Cap Val) Mutual Fund
MID-CAP VALUE GCMAX GS Mid Cap Value A Fund
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Blend FSIIX Fidelity Spartan International Index
Others
Target Date 2016-2020 FFFDX Freedom Fund 2020 Fund
Retirement Income FFFAX Freedom Income Fund
Target Date 2011-2015 FFVFX Freedom Fund 2015 Fund
Target Date 2026-2030 FFFEX Freedom Fund 2030 Fund
Target Date 2036-2040 FFFFX Freedom Fund 2040 Fund
Target Date 2021-2025 FFTWX Freedom Fund 2025 Fund
Target Date 2031-2035 FFTHX Freedom Fund 2035 Fund
Target Date 2050+ FFFHX Freedom Fund 2050 Fund
Target Date 2000-2010 FFFCX Freedom Fund 2010 Fund
Target Date 2041-2045 FFFGX Freedom Fund 2045 Fund
Target Date 2000-2010 FFFVX Freedom Fund 2005 Fund
Moderate Allocation FBALX Fidelity Balanced
Target Date 2000-2010 FFFBX Freedom Fund 2000 Fund
ROOT CASH Fidelity rtmt Money Mkt Portfolio
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value Fund
LARGE VALUE AAGPX American Beacon Investor Class (Lg Cap Val) Mutual Fund
MID-CAP VALUE GCMAX GS Mid Cap Value A Fund
LARGE BLEND NYVTX Davis NY Venture Fund Inc. Class A
SMALL BLEND LSSCX Loomis Sayles Small Cap Value
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Tr Mid Cap Fund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund
LARGE GROWTH FDCAX Fidelity Capital app
Small Growth RVPRX Royce Value Plus
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return
High Yield Bond FAGIX Fidelity Capital Income
Total Available Funds: 28
  • 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 Growth JAOSX Janus Overseas Fund 95% 3 60 0 2.06% 1.31%
Foreign Large Blend FIGRX Fidelity International Discovery 90% 3 60 0 0.99% 1.96%
Foreign Large Blend FSIIX Fidelity Spartan International Index 86% 3 60 0 0.17% 3.08%
Others
Target Date 2016-2020 FFFDX Freedom Fund 2020 Fund 98% 3 60 0 0.58% 2.73%
Retirement Income FFFAX Freedom Income Fund 98% 3 60 0 0.42% 3.08%
Target Date 2011-2015 FFVFX Freedom Fund 2015 Fund 98% 3 60 0 0.54% 2.69%
Target Date 2026-2030 FFFEX Freedom Fund 2030 Fund 96% 3 60 0 0.66% 1.99%
Target Date 2036-2040 FFFFX Freedom Fund 2040 Fund 95% 3 60 0 0.64% 1.87%
Target Date 2021-2025 FFTWX Freedom Fund 2025 Fund 95% 3 60 0 0.34% 2.19%
Target Date 2031-2035 FFTHX Freedom Fund 2035 Fund 95% 3 60 0 0.7% 2%
Target Date 2050+ FFFHX Freedom Fund 2050 Fund 94% 3 60 0 0.75% 1.94%
Target Date 2000-2010 FFFCX Freedom Fund 2010 Fund 92% 3 60 0 0.49% 2.78%
Target Date 2041-2045 FFFGX Freedom Fund 2045 Fund 91% 3 60 0 0.75% 2.01%
Target Date 2000-2010 FFFVX Freedom Fund 2005 Fund 87% 3 60 0 0.42% 2.95%
Moderate Allocation FBALX Fidelity Balanced 80% 3 60 0 0.5% 2.6%
Target Date 2000-2010 FFFBX Freedom Fund 2000 Fund 0% 3 60 0 0.44% 6.09%
ROOT CASH Fidelity rtmt Money Mkt Portfolio 0% 1 60 0 NA 2.67%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value Fund 99% 3 60 0 0.76% 4.29%
LARGE VALUE AAGPX American Beacon Investor Class (Lg Cap Val) Mutual Fund 98% 3 60 0 0.94% 6.17%
MID-CAP VALUE GCMAX GS Mid Cap Value A Fund 93% 3 60 0 1.18% 4.99%
LARGE BLEND NYVTX Davis NY Venture Fund Inc. Class A 92% 3 60 0 1.75% 8.91%
SMALL BLEND LSSCX Loomis Sayles Small Cap Value 88% 3 60 0 1.4% 20.09%
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Tr Mid Cap Fund 80% 3 60 0 0.74% 0%
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.68%
LARGE GROWTH FDCAX Fidelity Capital app 73% 3 60 0 0.83% 3.83%
Small Growth RVPRX Royce Value Plus 0% 3 60 0 1.85% 18.23%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return 97% 3 60 0 0.83% 3.99%
High Yield Bond FAGIX Fidelity Capital Income 91% 3 60 0 0.93% 5.59%
Average Expense Ratio: 0.81%
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Related Retirement Plans
EXTRA SPACE MANAGEMENT, INC. 401(K) PLAN
Model Portfolios

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:EXR)
The plan consists of 28 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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