MyPlanIQ 401k Investor Kohlberg Kravis Roberts (KKR) Co. 401(k) Profit Sharing Plan

Kohlberg Kravis Roberts (KKR) Co. 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 57
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS EEM Morgan Stanley Emerging Markets Class B
Latin America Stock FLATX Fidelity Latin America
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
Foreign Large Blend FDIVX Fidelity Diversified International
WORLD STOCK RWIEX American Amer Cap Wrld G&I R4
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Total Available Funds: 57
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS EEM Morgan Stanley Emerging Markets Class B
Latin America Stock FLATX Fidelity Latin America
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
Foreign Large Blend FDIVX Fidelity Diversified International
WORLD STOCK RWIEX American Amer Cap Wrld G&I R4
JAPAN STOCK FJSCX Fidelity Japan Small Company
EUROPE STOCK FECAX Fidelity European Cap App
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Consumer Staples FDFAX Fidelity Select Consumer Staples
Consumer Staples FDFAX Fidelity Select Healthcare
Natural Resources FNARX Fidelity Select Natural Resources
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
Moderate Allocation JBALX Janus Balanced Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Moderate Allocation FBALX Fidelity Balanced
Utilities FSUTX Fidelity Select Utilities Gr
Utilities FIUIX Fidelity Select Telecom
Natural Resources FSDPX Fidelity Select Material
Industrials FCYIX Fidelity Select Cyclical Industries
Technology FSPTX Fidelity Select Technology
Consumer Discretionary FSCPX Fidelity Sel Consumer Discretionary
Financial FIDSX Fidelity Select Financial
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
ROOT CASH Fidelity Select Money Morket
ROOT CASH Fidelity Retirement Money Market
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
High Yield Bond FAGIX Fidelity Capital and Income
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
High Yield Bond PHIYX Pimco High Yield
US EQUITY
LARGE BLEND FFIDX Fidelity Fund
LARGE BLEND FDGFX Fidelity Dividend Growth
LARGE VALUE SSHFX Sound Shore Fund Sound Shore
LARGE VALUE FEQIX Fidelity Equity Growth Income
LARGE GROWTH FCNTX Fidelity ContraFund
MID-CAP VALUE LAVLX Lord Abbett Midcpval A
LARGE BLEND NYVTX Davis NY Venture Class A
LARGE GROWTH FDGRX Fidelity Growth company
MID-CAP BLEND FSEMX Spartan Extended Market Index
LARGE GROWTH FDCAX Fidelity Capital Appreciation
Mid-Cap Growth FSGAX Franklin Small/Midcap Growth Class A
Small Growth MSSGX Morgan Stanley Institutional Small Company Growth Class B
LARGE BLEND FSMAX Spartan US Equity Index
Small Growth RSYEX Robertson Stephens Emerging Growth Class A
LARGE GROWTH ACAAX Alger Cap Appreciation
SMALL BLEND LRSCX Lord Abbett SMCPVALA
MID-CAP BLEND FLPSX Fidelity Low Pr Stk
MID-CAP BLEND SOPFX Strong Opportunity
LARGE GROWTH JAEIX Janus Research Fund
Mid-Cap Growth DGRDX Morgan Stanley Institutional Fund Trust Mid-Cap Growth
Total Available Funds: 57
  • 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 FRESX Fidelity Real Estate 97% 3 60 0 0.72% 2.28%
Emerging Market
DIVERSIFIED EMERGING MKTS EEM Morgan Stanley Emerging Markets Class B 100% 3 60 0 0.7% 2.63%
Latin America Stock FLATX Fidelity Latin America 57% 3 60 0 0.86% 4.27%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin 100% 3 60 0 1.12% 5.52%
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 1.59%
WORLD STOCK RWIEX American Amer Cap Wrld G&I R4 64% 3 60 0 0.53% 3.48%
JAPAN STOCK FJSCX Fidelity Japan Small Company 59% 3 60 0 0.91% 2.96%
EUROPE STOCK FECAX Fidelity European Cap App 0% 3 60 0 1.02% 1.57%
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%
Consumer Staples FDFAX Fidelity Select Consumer Staples 97% 3 60 0 1.01% 1.86%
Consumer Staples FDFAX Fidelity Select Healthcare 97% 3 60 0 1.01% 1.86%
Natural Resources FNARX Fidelity Select Natural Resources 96% 3 60 0 0.77% 1.55%
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%
Moderate Allocation JBALX Janus Balanced Fund 92% 3 60 0 0.7% 3.29%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 3.67%
Moderate Allocation FBALX Fidelity Balanced 80% 3 60 0 0.5% 1.59%
Utilities FSUTX Fidelity Select Utilities Gr 77% 3 60 0 0.74% 2.75%
Utilities FIUIX Fidelity Select Telecom 75% 3 60 0 0.73% 3.96%
Natural Resources FSDPX Fidelity Select Material 75% 3 60 0 0.76% 4.14%
Industrials FCYIX Fidelity Select Cyclical Industries 74% 3 60 0 0.76% 0.72%
Technology FSPTX Fidelity Select Technology 73% 3 60 0 0.7% 0.01%
Consumer Discretionary FSCPX Fidelity Sel Consumer Discretionary 71% 3 60 0 0.76% 1.1%
Financial FIDSX Fidelity Select Financial 69% 3 60 0 0.75% 1.22%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 0%
ROOT CASH Fidelity Select Money Morket 0% 0 60 0 NA 4.14%
ROOT CASH Fidelity Retirement Money Market 0% 0 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 97% 3 60 0 0.83% 3.98%
High Yield Bond FAGIX Fidelity Capital and Income 92% 3 60 0 0.93% 4.03%
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond 76% 3 60 0 0.76% 3.71%
High Yield Bond PHIYX Pimco High Yield 72% 3 60 0 0.66% 5.61%
US EQUITY
LARGE BLEND FFIDX Fidelity Fund 100% 3 60 0 0.46% 0.59%
LARGE BLEND FDGFX Fidelity Dividend Growth 99% 3 60 0 0.77% 1.31%
LARGE VALUE SSHFX Sound Shore Fund Sound Shore 99% 3 60 0 0.94% 0.6%
LARGE VALUE FEQIX Fidelity Equity Growth Income 98% 3 60 0 0.57% 1.67%
LARGE GROWTH FCNTX Fidelity ContraFund 96% 3 60 0 0.55% 4.32%
MID-CAP VALUE LAVLX Lord Abbett Midcpval A 92% 3 60 0 0.86% 0.5%
LARGE BLEND NYVTX Davis NY Venture Class A 92% 3 60 0 1.75% 8.07%
LARGE GROWTH FDGRX Fidelity Growth company 90% 3 60 0 0.79% 4.95%
MID-CAP BLEND FSEMX Spartan Extended Market Index 75% 3 60 0 0.1% 0%
LARGE GROWTH FDCAX Fidelity Capital Appreciation 73% 3 60 0 0.83% 3.39%
Mid-Cap Growth FSGAX Franklin Small/Midcap Growth Class A 73% 3 60 0 0.85% 0%
Small Growth MSSGX Morgan Stanley Institutional Small Company Growth Class B 70% 3 60 0 2.1% 0%
LARGE BLEND FSMAX Spartan US Equity Index 69% 3 60 0 0.03% 1.13%
Small Growth RSYEX Robertson Stephens Emerging Growth Class A 63% 3 60 0 2.16% 0%
LARGE GROWTH ACAAX Alger Cap Appreciation 62% 3 60 0 1.27% 7.3%
SMALL BLEND LRSCX Lord Abbett SMCPVALA 48% 3 60 0 1.48% 3.22%
MID-CAP BLEND FLPSX Fidelity Low Pr Stk 1% 3 60 0 0.92% 1.69%
MID-CAP BLEND SOPFX Strong Opportunity 0% 3 60 0 1.33% 0%
LARGE GROWTH JAEIX Janus Research Fund 0% 3 60 0 NA 0%
Mid-Cap Growth DGRDX Morgan Stanley Institutional Fund Trust Mid-Cap Growth 0% 3 60 0 0.72% 0%
Average Expense Ratio: 0.8%
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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 -0.3% 6.8% 1.7% 7.3% 5.4% 8.1%

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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 58 funds. It covers 5 major asset classes and 36 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity and REITs.

The New York State Deferred Compensation Plan (the "Plan") is a State sponsored voluntary retirement savings plan that is offered to State employees and employees of approximately 880 local government jurisdictions that have adopted the Plan. Its mission is to help State and local public employees achieve their retirement savings goals by providing high quality, cost effective investment products, investment educational programs and related services. The Plan is overseen by the New York State Deferred Compensation Board (the "Board") and managed by professional staff.

Please refer to NYSDCP site for more information.



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