MyPlanIQ 401k Investor PALL CORPORATION 401K PLAN

PALL CORPORATION 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 51
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund;
Foreign Large Value MSIQX Morgan Stanley International Equity Portfolio - Class A
Foreign Large Blend FDIKX FDIKX
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2000 Fund;
Retirement Income FFFAX Fidelity Freedom Income Fund;
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund;
US EQUITY
LARGE GROWTH FBGRX Fidelity Blue Chip Growth Fund;
LARGE VALUE FEQIX Fidelity Equity-Income Fund;
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Fund – Institutional Class;
Total Available Funds: 51
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund;
Foreign Large Value MSIQX Morgan Stanley International Equity Portfolio - Class A
Foreign Large Blend FDIKX FDIKX
Foreign Large Blend FSIVX FSIVX
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2000 Fund;
Retirement Income FFFAX Fidelity Freedom Income Fund;
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund;
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund;
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund;
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund;
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund;
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund;
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund;
Moderate Allocation FPURX Fidelity Puritan Fund;
Moderate Allocation FASMX Fidelity Asset Manager 50%;
Moderate Allocation FPUKX FPUKX
Retirement Income FFKAX FFKAX
Target Date 2051 FDENX FDENX
Target Date 2046-2050 FFKHX FFKHX
Target Date 2041-2045 FFKGX FFKGX
Target Date 2036-2040 FFKFX FFKFX
Target Date 2031-2035 FKTHX FKTHX
Target Date 2026-2030 FFKEX FFKEX
Target Date 2021-2025 FKTWX FKTWX
Target Date 2016-2020 FFKDX FFKDX
Target Date 2011-2015 FKVFX FKVFX
Target Date 2000-2010 FFKCX FFKCX
Target Date 2000-2010 FFKVX FFKVX
ROOT CASH Fidelity Retirement Money Market Portfolio;
US EQUITY
LARGE GROWTH FBGRX Fidelity Blue Chip Growth Fund;
LARGE VALUE FEQIX Fidelity Equity-Income Fund;
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Fund – Institutional Class;
LARGE BLEND NYVTX Davis NY Venture Fund – Class A; and
LARGE VALUE GSFTX GSFTX
SMALL BLEND GSSIX GSSIX
MID-CAP VALUE GSMCX GSMCX
SMALL VALUE GSSSX Goldman Sachs Small Cap Value Fund – Institutional Class;
Mid-Cap Growth MGOYX MGOYX
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund – Investor Class;
LARGE GROWTH FMAGX Fidelity Magellan Fund;
Mid-Cap Growth FDEGX Fidelity Aggressive Growth Fund;
LARGE GROWTH FBGKX FBGKX
LARGE GROWTH FCNKX FCNKX
Mid-Cap Growth BGRFX Baron Growth Fund;
Mid-Cap Growth BGRIX BGRIX
MID-CAP BLEND FSEVX FSEVX
LARGE BLEND FXSIX FXSIX
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond Fund;
Intermediate-Term Bond PTTRX PTTRX
Intermediate-Term Bond FXSTX FXSTX
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund;
Total Available Funds: 51
  • 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 FDIVX Fidelity Diversified International Fund; 98% 3 60 0 0.65% 1.59%
Foreign Large Value MSIQX Morgan Stanley International Equity Portfolio - Class A 92% 3 60 0 1.8% 0%
Foreign Large Blend FDIKX FDIKX 72% 3 60 0 0.99% 4.5%
Foreign Large Blend FSIVX FSIVX 0% 3 60 0 0.07% 2.62%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2000 Fund; 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 2015 Fund; 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund; 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund; 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund; 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund; 95% 3 60 0 0.7% 1.55%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund; 92% 3 60 0 0.49% 3.21%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund; 87% 3 60 0 0.42% 2.92%
Moderate Allocation FPURX Fidelity Puritan Fund; 82% 3 60 0 0.5% 4.31%
Moderate Allocation FASMX Fidelity Asset Manager 50%; 76% 3 60 0 0.92% 2.14%
Moderate Allocation FPUKX FPUKX 69% 3 60 0 0.5% 4.37%
Retirement Income FFKAX FFKAX 0% 3 60 0 0.39% 1.34%
Target Date 2051 FDENX FDENX 0% 3 60 0 0.05% 0%
Target Date 2046-2050 FFKHX FFKHX 0% 3 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX FFKGX 0% 3 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX FFKFX 0% 3 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX FKTHX 0% 3 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX FFKEX 0% 3 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX FKTWX 0% 3 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX FFKDX 0% 3 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX FKVFX 0% 3 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX FFKCX 0% 3 60 0 0.5% 2.15%
Target Date 2000-2010 FFKVX FFKVX 0% 3 60 0 0.46% 1.44%
ROOT CASH Fidelity Retirement Money Market Portfolio; 0% 0 60 0 NA 4.14%
US EQUITY
LARGE GROWTH FBGRX Fidelity Blue Chip Growth Fund; 99% 3 60 0 0.69% 0%
LARGE VALUE FEQIX Fidelity Equity-Income Fund; 98% 3 60 0 0.57% 1.67%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Fund – Institutional Class; 93% 3 60 0 1.18% 0.54%
LARGE BLEND NYVTX Davis NY Venture Fund – Class A; and 92% 3 60 0 1.75% 8.07%
LARGE VALUE GSFTX GSFTX 91% 3 60 0 1.16% 5%
SMALL BLEND GSSIX GSSIX 86% 3 60 0 1% 0.86%
MID-CAP VALUE GSMCX GSMCX 83% 3 60 0 1.18% 0.85%
SMALL VALUE GSSSX Goldman Sachs Small Cap Value Fund – Institutional Class; 83% 3 60 0 1.23% 4%
Mid-Cap Growth MGOYX MGOYX 82% 3 60 0 1.57% 4.61%
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund – Investor Class; 79% 3 60 0 0.09% 1.79%
LARGE GROWTH FMAGX Fidelity Magellan Fund; 75% 3 60 0 0.52% 0.34%
Mid-Cap Growth FDEGX Fidelity Aggressive Growth Fund; 72% 3 60 0 0.72% 0%
LARGE GROWTH FBGKX FBGKX 68% 3 60 0 0.76% 0.62%
LARGE GROWTH FCNKX FCNKX 68% 3 60 0 0.55% 4.38%
Mid-Cap Growth BGRFX Baron Growth Fund; 40% 3 60 0 1.3% 1.84%
Mid-Cap Growth BGRIX BGRIX 27% 3 60 0 1.3% 1.74%
MID-CAP BLEND FSEVX FSEVX 0% 3 60 0 0.07% 1.17%
LARGE BLEND FXSIX FXSIX 0% 3 60 0 0.04% 0%
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond Fund; 100% 3 60 0 0.5% 3.29%
Intermediate-Term Bond PTTRX PTTRX 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond FXSTX FXSTX 0% 3 60 0 0.03% 2.75%
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund; 0% 3 60 0 0.13% 2.67%
Average Expense Ratio: 0.67%
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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 1.6% 8.1% 1.9% 7.7% 5.0% 6.6%

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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 26 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Pall Corporation (PLL) manufactures and markets filtration, purification, and separation products and integrated systems solutions worldwide.This plan is created based on a user's input.



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