MyPlanIQ 401k Investor Blue Cross Blue Shield of North Carolina Retirement Savings Plan

Blue Cross Blue Shield of North Carolina Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX INVS REAL ESTATE IS
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX ABDN EMERG MKTS INST
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FIDELITY DIVERSIFD INTL K
Foreign Large Blend TIVRX THORNBURG INT VAL R5
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
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
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
SHORT GOVERNMENT STABLEVALUE FIDELITY MIP II CL 3
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX INVS REAL ESTATE IS
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX ABDN EMERG MKTS INST
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FIDELITY DIVERSIFD INTL K
Foreign Large Blend TIVRX THORNBURG INT VAL R5
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
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
ROOT CASH FIDELITY RETIRE MMKT
Target Date 2000-2010 FFFBX FIDELITY FREEDOM 2000
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
SHORT GOVERNMENT STABLEVALUE FIDELITY MIP II CL 3
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG
US EQUITY
LARGE BLEND OAKMX OAKMARK EQ & INC I
LARGE BLEND FSTMX FIDELITY US EQ INDX CL 2
Small Growth PSCZX PRU/J SMALL CO Z
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL
SMALL BLEND NMSCX COLUMBIA SM CAP IDX Z
Mid-Cap Growth MPEGX MSIF MID CAP GRTH P
MID-CAP BLEND NMPAX COLUMBIA MID CAP IDX Z
LARGE VALUE AADEX ABF LG CAP VAL INST
LARGE GROWTH FGCKX FIDELITY GROWTH CO K
MID-CAP BLEND FLPKX FIDELITY LOW PRICED STK K
LARGE BLEND VDSIX VICTORY DIVRSD STK I
SMALL BLEND SSMVX WFA SM CAP VAL INST
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 IARIX INVS REAL ESTATE IS 78% 3 60 0 1.24% 2.47%
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX ABDN EMERG MKTS INST 77% 3 60 0 1.1% 1.75%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FIDELITY DIVERSIFD INTL K 98% 3 60 0 0.65% 1.59%
Foreign Large Blend TIVRX THORNBURG INT VAL R5 94% 3 60 0 1.16% 1.89%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 3 60 0 0.07% 2.62%
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%
ROOT CASH FIDELITY RETIRE MMKT 0% 0 60 0 NA 4.14%
Target Date 2000-2010 FFFBX FIDELITY FREEDOM 2000 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE FIDELITY MIP II CL 3 16% 0 60 0 NA 27.03%
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG 0% 3 60 0 0.1% 2.96%
US EQUITY
LARGE BLEND OAKMX OAKMARK EQ & INC I 99% 3 60 0 0.63% 0.98%
LARGE BLEND FSTMX FIDELITY US EQ INDX CL 2 94% 3 60 0 0.09% 1.62%
Small Growth PSCZX PRU/J SMALL CO Z 93% 3 60 0 0.82% 0.51%
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL 91% 3 60 0 1.05% 17.63%
SMALL BLEND NMSCX COLUMBIA SM CAP IDX Z 81% 3 60 0 0.45% 5.56%
Mid-Cap Growth MPEGX MSIF MID CAP GRTH P 80% 3 60 0 0.74% 0%
MID-CAP BLEND NMPAX COLUMBIA MID CAP IDX Z 80% 3 60 0 0.2% 1.25%
LARGE VALUE AADEX ABF LG CAP VAL INST 78% 3 60 0 0.94% 1.65%
LARGE GROWTH FGCKX FIDELITY GROWTH CO K 68% 3 60 0 0.79% 4.92%
MID-CAP BLEND FLPKX FIDELITY LOW PRICED STK K 60% 3 60 0 0.82% 18.74%
LARGE BLEND VDSIX VICTORY DIVRSD STK I 59% 3 60 0 0.78% 10.81%
SMALL BLEND SSMVX WFA SM CAP VAL INST 0% 3 60 0 1.35% 0%
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 -3.8% 36.1% 16.3% 10.3% 11.2% 8.5%

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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 35 funds. It covers 5 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity, REITs and Fixed Income.

This plan is created upon a user's request.



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