MyPlanIQ 401k Investor Fidelity National Financial Group 401(k) Profit Sharing Plan

Fidelity National Financial Group 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio International Artio International Equity Class I
Foreign Large Blend WFISX Wells Fargo Well Fargo International Equity Fund
Others
Moderate Allocation OAKBX Oakmark Equity & Income Oakmark Equity & Income Fund
ROOT CASH Wells Fargo Wells Fargo Adv Cash Investment Money Mkt
US EQUITY
SMALL BLEND DISSX The Dreyfus Corporation Dreyfus Small Cap Index Fund
LARGE VALUE ACSDX Van Kampen Investments Van Kampen Comstock Fund
Small Growth STSIX Robertson Stephens Robertson Stephens Value Fund Class A
FIXED INCOME
Intermediate-Term Bond VBIIX Vanguard Vanguard interm Term Bond Fund
Short-Term Bond SSHIX Wells Fargo Wells Fargo Short-term Investment Fund
Intermediate-Term Bond DITIX The Dreyfus Corporation Dreyfus interm Term Income Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio International Artio International Equity Class I
Foreign Large Blend WFISX Wells Fargo Well Fargo International Equity Fund
Others
Moderate Allocation OAKBX Oakmark Equity & Income Oakmark Equity & Income Fund
ROOT CASH Wells Fargo Wells Fargo Adv Cash Investment Money Mkt
US EQUITY
SMALL BLEND DISSX The Dreyfus Corporation Dreyfus Small Cap Index Fund
LARGE VALUE ACSDX Van Kampen Investments Van Kampen Comstock Fund
Small Growth STSIX Robertson Stephens Robertson Stephens Value Fund Class A
Small Growth BSCFX Baron Baron Small Cap Fund
Mid-Cap Growth WFMGX Wells Fargo Wells Fargo S P Midcap Fund
LARGE BLEND WFVEX Wells Fargo Wells Fargo S P 500 Index Fund
FIXED INCOME
Intermediate-Term Bond VBIIX Vanguard Vanguard interm Term Bond Fund
Short-Term Bond SSHIX Wells Fargo Wells Fargo Short-term Investment Fund
Intermediate-Term Bond DITIX The Dreyfus Corporation Dreyfus interm Term Income Fund
ULTRASHORT BOND NVSAX Wells Fargo Wells Fargo Stable Return Fund
Total Available Funds: 14
  • 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 JIEIX Artio International Artio International Equity Class I 93% 3 60 0 0.9% 7.06%
Foreign Large Blend WFISX Wells Fargo Well Fargo International Equity Fund 0% 3 60 0 0.99% 1.21%
Others
Moderate Allocation OAKBX Oakmark Equity & Income Oakmark Equity & Income Fund 91% 3 60 0 0.83% 2.3%
ROOT CASH Wells Fargo Wells Fargo Adv Cash Investment Money Mkt 0% 1 60 0 NA 4.14%
US EQUITY
SMALL BLEND DISSX The Dreyfus Corporation Dreyfus Small Cap Index Fund 79% 3 60 0 0.5% 12.27%
LARGE VALUE ACSDX Van Kampen Investments Van Kampen Comstock Fund 77% 3 60 0 1.55% 1.51%
Small Growth STSIX Robertson Stephens Robertson Stephens Value Fund Class A 62% 3 60 0 1.27% 10.56%
Small Growth BSCFX Baron Baron Small Cap Fund 39% 3 60 0 1.31% 3.11%
Mid-Cap Growth WFMGX Wells Fargo Wells Fargo S P Midcap Fund 0% 3 60 0 NA NA
LARGE BLEND WFVEX Wells Fargo Wells Fargo S P 500 Index Fund 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond VBIIX Vanguard Vanguard interm Term Bond Fund 100% 3 60 0 0.07% 3.21%
Short-Term Bond SSHIX Wells Fargo Wells Fargo Short-term Investment Fund 88% 3 60 0 0.25% 3.43%
Intermediate-Term Bond DITIX The Dreyfus Corporation Dreyfus interm Term Income Fund 0% 3 60 0 0.55% 4.8%
ULTRASHORT BOND NVSAX Wells Fargo Wells Fargo Stable Return Fund 0% 3 60 0 NA 0%
Average Expense Ratio: 0.82%
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Related Retirement Plans
THE FIDELITY NATIONAL FINANCIAL GROUP 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 3.1% 10.3% 1.1% 4.0% 3.6% 5.8%

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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:FNF)
The plan consists of 15 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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