MyPlanIQ 401k Investor Intuit Employees 401K Plan

Intuit Employees 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International
Others
Target Date 2011-2015 JLBHX Pyramis Index Lifecycle 2015
Target Date 2041-2045 JLJHX Pyramis Index Lifecycle 2045
Target Date 2021-2025 JLEHX Pyramis Index Lifecycle 2025
US EQUITY
LARGE BLEND NBSRX NB Socially Response Inv
LARGE VALUE FEQIX Fidelity Equity Income
LARGE GROWTH FCNTX Fidelity Contrafund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International
Others
Target Date 2011-2015 JLBHX Pyramis Index Lifecycle 2015
Target Date 2041-2045 JLJHX Pyramis Index Lifecycle 2045
Target Date 2021-2025 JLEHX Pyramis Index Lifecycle 2025
Target Date 2031-2035 JLHHX Pyramis Index Lifecycle 2035
Target Date 2036-2040 JLIHX Pyramis Index Lifecycle 2040
Target Date 2026-2030 JLFHX Pyramis Index Lifecycle 2030
Target Date 2050+ TFTIX Pyramis Index Lifecycle 2050
Target Date 2016-2020 JLDHX Pyramis Index Lifecycle 2020
Target Date 2000-2010 JLAOX Pyramis Index Lifecycle 2010
ROOT CASH Fidelity managed Income Portfolio
US EQUITY
LARGE BLEND NBSRX NB Socially Response Inv
LARGE VALUE FEQIX Fidelity Equity Income
LARGE GROWTH FCNTX Fidelity Contrafund
Small Growth PSCZX Jennison U.S. Small Cap Equity
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock
LARGE BLEND FSMAX Spartan 500 Index
LARGE GROWTH RGAGX AF Growth of America R6
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst
Total Available Funds: 20
  • 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 98% 3 60 0 0.65% 1.59%
Others
Target Date 2011-2015 JLBHX Pyramis Index Lifecycle 2015 87% 3 60 0 0.53% 12.4%
Target Date 2041-2045 JLJHX Pyramis Index Lifecycle 2045 85% 3 60 0 0.84% 20.59%
Target Date 2021-2025 JLEHX Pyramis Index Lifecycle 2025 84% 3 60 0 0.61% 14.91%
Target Date 2031-2035 JLHHX Pyramis Index Lifecycle 2035 83% 3 60 0 0.71% 17.79%
Target Date 2036-2040 JLIHX Pyramis Index Lifecycle 2040 81% 3 60 0 0.64% 19.51%
Target Date 2026-2030 JLFHX Pyramis Index Lifecycle 2030 81% 3 60 0 0.69% 15.92%
Target Date 2050+ TFTIX Pyramis Index Lifecycle 2050 80% 3 60 0 0.6% 0%
Target Date 2016-2020 JLDHX Pyramis Index Lifecycle 2020 78% 3 60 0 0.66% 13.31%
Target Date 2000-2010 JLAOX Pyramis Index Lifecycle 2010 77% 3 60 0 0.51% 9.81%
ROOT CASH Fidelity managed Income Portfolio 0% 0 60 0 NA 4.14%
US EQUITY
LARGE BLEND NBSRX NB Socially Response Inv 99% 3 60 0 1.06% 0.22%
LARGE VALUE FEQIX Fidelity Equity Income 98% 3 60 0 0.57% 1.67%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
Small Growth PSCZX Jennison U.S. Small Cap Equity 93% 3 60 0 0.82% 0.51%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value 93% 3 60 0 1.18% 0.54%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock 77% 3 60 0 0.75% 0.87%
LARGE BLEND FSMAX Spartan 500 Index 69% 3 60 0 0.03% 1.13%
LARGE GROWTH RGAGX AF Growth of America R6 25% 3 60 0 0.3% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.66%
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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% 10.4% 3.2% 8.1% 5.7% 8.2%

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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:INTU)
This plan consists of 22 funds, some of them are: PTTRX, RGAGX, NBSRX, FMCSX, GCMAX, PSCZX.

Intuit Inc. provides business and financial management solutions for small and medium sized businesses, consumers, accounting professionals, and financial institutions in the United States, Canada, and the United Kingdom. Intuit Inc. was founded in 1983 and is headquartered in Mountain View, California.



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