MyPlanIQ 401k Investor American Association of Motor Vehicle Administrators AAMVA Retirement Plan

American Association of Motor Vehicle Administrators AAMVA Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OPPHMR DEV MKTS A
REAL ESTATE
REAL ESTATE FRESX FIDELITY REAL ESTATE INVS
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FIDELITY INTL DISCOVERY
Foreign Large Blend FSIIX SPTN INTL INDEX INV
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
Inflation-Protected Bond ACITX AMCENT INFL-ADJBD IV
Multisector Bond FSICX FIDELITY STRATEGIC INCOME
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OPPHMR DEV MKTS A
REAL ESTATE
REAL ESTATE FRESX FIDELITY REAL ESTATE INVS
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FIDELITY INTL DISCOVERY
Foreign Large Blend FSIIX SPTN INTL INDEX INV
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
Target Date 2000-2010 FFFBX FIDELITY FREEDOM 2000
FIXED INCOME
Inflation-Protected Bond ACITX AMCENT INFL-ADJBD IV
Multisector Bond FSICX FIDELITY STRATEGIC INCOME
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
SHORT GOVERNMENT STABLEVALUE FIDELITY MGD INC PORT
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG
US EQUITY
MID-CAP VALUE JMCVX PERKINS MID CP VAL T
SMALL BLEND RYPFX ROYCE PA MUTUAL SVC
LARGE GROWTH FCNTX FIDELITY CONTRAFUND
MID-CAP BLEND FLVCX FIDELITY LEVERAGED CO STK
LARGE BLEND NBSTX NB SOCIALLY RESP TR
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV
LARGE VALUE ALVIX AMERICAN CENTURY LARGE VAL INV
LARGE BLEND FSMAX SPARTAN 500 INDEX
Mid-Cap Growth PEEAX PRU/J MID CAP GR A
Total Available Funds: 30
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OPPHMR DEV MKTS A 65% 3 60 0 0.84% 0.52%
REAL ESTATE
REAL ESTATE FRESX FIDELITY REAL ESTATE INVS 97% 3 60 0 0.72% 6.96%
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FIDELITY INTL DISCOVERY 90% 3 60 0 0.99% 1.96%
Foreign Large Blend FSIIX SPTN INTL INDEX INV 86% 3 60 0 0.17% 3.08%
Others
Target Date 2016-2020 FFFDX FIDELITY FREEDOM 2020 98% 3 60 0 0.58% 2.73%
Retirement Income FFFAX FIDELITY FREEDOM INCOME 98% 3 60 0 0.42% 3.08%
Target Date 2011-2015 FFVFX FIDELITY FREEDOM 2015 98% 3 60 0 0.54% 2.69%
Target Date 2026-2030 FFFEX FIDELITY FREEDOM 2030 96% 3 60 0 0.66% 1.99%
Target Date 2036-2040 FFFFX FIDELITY FREEDOM 2040 95% 3 60 0 0.64% 1.87%
Target Date 2021-2025 FFTWX FIDELITY FREEDOM 2025 95% 3 60 0 0.34% 2.19%
Target Date 2031-2035 FFTHX FIDELITY FREEDOM 2035 95% 3 60 0 0.7% 2%
Target Date 2050+ FFFHX FIDELITY FREEDOM 2050 94% 3 60 0 0.75% 1.94%
Target Date 2000-2010 FFFCX FIDELITY FREEDOM 2010 92% 3 60 0 0.49% 2.78%
Target Date 2041-2045 FFFGX FIDELITY FREEDOM 2045 91% 3 60 0 0.75% 2.01%
Target Date 2000-2010 FFFVX FIDELITY FREEDOM 2005 87% 3 60 0 0.42% 2.95%
Target Date 2000-2010 FFFBX FIDELITY FREEDOM 2000 0% 3 60 0 0.44% 6.09%
FIXED INCOME
Inflation-Protected Bond ACITX AMCENT INFL-ADJBD IV 92% 3 60 0 0.76% 4.23%
Multisector Bond FSICX FIDELITY STRATEGIC INCOME 74% 3 60 0 0.7% 3.83%
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM 66% 3 60 0 0.8% 3.74%
SHORT GOVERNMENT STABLEVALUE FIDELITY MGD INC PORT 16% 0 60 0 NA 29.1%
Intermediate-Term Bond VBTSX VANG TOT BD MKT SIG 0% 3 60 0 0.1% 2.71%
US EQUITY
MID-CAP VALUE JMCVX PERKINS MID CP VAL T 98% 3 60 0 0.91% 9.7%
SMALL BLEND RYPFX ROYCE PA MUTUAL SVC 97% 3 60 0 1.96% 5.3%
LARGE GROWTH FCNTX FIDELITY CONTRAFUND 96% 3 60 0 0.55% 3.75%
MID-CAP BLEND FLVCX FIDELITY LEVERAGED CO STK 85% 3 60 0 0.74% 12.93%
LARGE BLEND NBSTX NB SOCIALLY RESP TR 80% 3 60 0 1.3% 10.28%
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV 75% 3 60 0 0.1% 1.64%
LARGE VALUE ALVIX AMERICAN CENTURY LARGE VAL INV 75% 3 60 0 0.63% 3.77%
LARGE BLEND FSMAX SPARTAN 500 INDEX 70% 3 60 0 0.03% 1.27%
Mid-Cap Growth PEEAX PRU/J MID CAP GR A 55% 3 60 0 1.08% 4.65%
Average Expense Ratio: 0.66%
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Related Retirement Plans
AMERICAN ASSOCIATION OF MOTOR VEHICLE ADMINISTRATORS (AAMVA) 401(K) PLAN
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 0.2% 14.6% 5.5% 7.5% 5.9% 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:)
The plan consists of 30 funds. It covers 5 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs, Fixed Income and Emerging Market Equity.

Ariba, Inc., together with its subsidiaries, provides collaborative business commerce solutions for buying and selling goods and services.



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