MyPlanIQ 401k Investor Vistaprint 401K

Vistaprint 401K

This Plan is unrated.
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRIX Cohen & Steer Inst Realty
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified Intl
Foreign Large Growth AIEVX Invs International Growth I
Foreign Large Blend FSIIX Spartan International Index
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income
SHORT GOVERNMENT FFXSX Fidelity Govt. Income
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRIX Cohen & Steer Inst Realty
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified Intl
Foreign Large Growth AIEVX Invs International Growth I
Foreign Large Blend FSIIX Spartan International Index
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Moderate Allocation FBALX Fidelity Balanced
ROOT CASH Fidelity Retire Money Market
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income
SHORT GOVERNMENT FFXSX Fidelity Govt. Income
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index
US EQUITY
LARGE BLEND OAKMX Oakmark Fund
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
LARGE VALUE PRFDX T. Rowe Price Equity Income
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP VALUE ARTQX Artisan Mid Cap Value
Mid-Cap Growth ARTMX Artisan Mid Cap
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stks
SMALL BLEND FSLCX Fidelity Small Cap Stock
MID-CAP BLEND USMIX Spartan Extended Market Index
LARGE GROWTH FDCAX Fidelity Capital Appreciation
LARGE BLEND FSMAX Spartan 500 Index
SMALL BLEND RYLPX Royce Low Price Stock
Total Available Funds: 33
  • 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
REAL ESTATE
REAL ESTATE CSRIX Cohen & Steer Inst Realty 79% 3 60 0 0.75% 3.1%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified Intl 98% 3 60 0 0.65% 1.59%
Foreign Large Growth AIEVX Invs International Growth I 93% 3 60 0 1.27% 0.92%
Foreign Large Blend FSIIX Spartan International Index 86% 3 60 0 0.17% 0%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 2.92%
Moderate Allocation FBALX Fidelity Balanced 80% 3 60 0 0.5% 1.59%
ROOT CASH Fidelity Retire Money Market 0% 0 60 0 NA 4.14%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 0%
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income 91% 3 60 0 0.93% 4.03%
SHORT GOVERNMENT FFXSX Fidelity Govt. Income 87% 3 60 0 0.3% 1.58%
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index 0% 3 60 0 0.13% 2.67%
US EQUITY
LARGE BLEND OAKMX Oakmark Fund 99% 3 60 0 0.63% 0.98%
LARGE GROWTH FBGRX Fidelity Blue Chip Growth 99% 3 60 0 0.69% 0%
LARGE VALUE PRFDX T. Rowe Price Equity Income 97% 3 60 0 1.23% 1.94%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
MID-CAP VALUE ARTQX Artisan Mid Cap Value 91% 3 60 0 1.05% 17.63%
Mid-Cap Growth ARTMX Artisan Mid Cap 88% 3 60 0 0.96% 0%
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stks 84% 3 60 0 0.74% 8.83%
SMALL BLEND FSLCX Fidelity Small Cap Stock 82% 3 60 0 0.67% 0.02%
MID-CAP BLEND USMIX Spartan Extended Market Index 73% 3 60 0 0.38% 4.48%
LARGE GROWTH FDCAX Fidelity Capital Appreciation 73% 3 60 0 0.83% 3.39%
LARGE BLEND FSMAX Spartan 500 Index 69% 3 60 0 0.03% 1.13%
SMALL BLEND RYLPX Royce Low Price Stock 0% 3 60 0 1.51% 6.35%
Average Expense Ratio: 0.65%
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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 0.4% 6.5% 3.1% 6.6% 5.1% 7.6%

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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(Ticker:)
The plan consists of 33 funds. It covers 4 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.

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