MyPlanIQ 401k Investor Freescale Semiconductor 401K

Freescale Semiconductor 401K

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value ABIYX AllianceBernstein International Value
Foreign Large Blend IJBPX Julius Baer International Growth
Others
Moderate Allocation OAKBX Oakmark Equity & Income
US EQUITY
LARGE GROWTH JAGIX Janus Growth
LARGE BLEND VFINX Northern Trust S&P 500
LARGE VALUE PNEAX NFJ Dividend Value
FIXED INCOME
Intermediate-Term Bond PMDRX PIMCO Moderate Duration
SHORT GOVERNMENT TSPGFUND Stable Value Fund
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value ABIYX AllianceBernstein International Value
Foreign Large Blend IJBPX Julius Baer International Growth
Others
Moderate Allocation OAKBX Oakmark Equity & Income
US EQUITY
LARGE GROWTH JAGIX Janus Growth
LARGE BLEND VFINX Northern Trust S&P 500
LARGE VALUE PNEAX NFJ Dividend Value
Mid-Cap Growth DRMGX Calamos Small/Mid Company Growth
SMALL BLEND WWMSX Wells Capital Small/Mid Company Value
FIXED INCOME
Intermediate-Term Bond PMDRX PIMCO Moderate Duration
SHORT GOVERNMENT TSPGFUND Stable Value Fund
Total Available Funds: 10
  • 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 Value ABIYX AllianceBernstein International Value 70% 3 60 0 1.25% 1.42%
Foreign Large Blend IJBPX Julius Baer International Growth 0% 3 60 0 NA 0%
Others
Moderate Allocation OAKBX Oakmark Equity & Income 91% 3 60 0 0.83% 2.3%
US EQUITY
LARGE GROWTH JAGIX Janus Growth 98% 3 60 0 1.01% 0.94%
LARGE BLEND VFINX Northern Trust S&P 500 98% 3 60 0 0.14% 1.27%
LARGE VALUE PNEAX NFJ Dividend Value 92% 3 60 0 1.72% 16.31%
Mid-Cap Growth DRMGX Calamos Small/Mid Company Growth 0% 3 60 0 1.75% 8.41%
SMALL BLEND WWMSX Wells Capital Small/Mid Company Value 0% 3 60 0 0.96% 0%
FIXED INCOME
Intermediate-Term Bond PMDRX PIMCO Moderate Duration 92% 3 60 0 0.59% 4.32%
SHORT GOVERNMENT TSPGFUND Stable Value Fund 20% 3 60 0 NA 27.03%
Average Expense Ratio: 1.03%
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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 2.9% 3.9% 2.2% 6.0% 3.9% 5.0%

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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
The plan consists of 10 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Freescale Semiconductor 401K (FSL) is a spinoff from Motorola (MOT).



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