MyPlanIQ 401k Investor Global Solar Energy Inc 401K Savings Plan

Global Solar Energy Inc 401K Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Blend BREAX BlackRock International Opp A
WORLD STOCK FWAFX Fidelity Advisor Worldwide A
Others
Utilities FUGAX Fidelity Advisor Utilities A
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 A
EQUITY PRECIOUS METALS FGDAX Fidelity Advisor Gold A
FIXED INCOME
Multisector Bond FSTAX Fidelity Advisor Strategic Income A
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate Government FVIAX Fidelity Advisor Government Income A
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Blend BREAX BlackRock International Opp A
WORLD STOCK FWAFX Fidelity Advisor Worldwide A
Others
Utilities FUGAX Fidelity Advisor Utilities A
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 A
EQUITY PRECIOUS METALS FGDAX Fidelity Advisor Gold A
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A
Retirement Income FAFAX Fidelity Advisor Freedom Inc A
Moderate Allocation FFAMX Fidelity Advisor Asset Manager 50% A
ROOT CASH FPRXX
FIXED INCOME
Multisector Bond FSTAX Fidelity Advisor Strategic Income A
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate Government FVIAX Fidelity Advisor Government Income A
SHORT GOVERNMENT STABLEVALUE FA STABLEVALUE
US EQUITY
SMALL VALUE FCVAX Fidelity Advisor Small Cap Value A
Small Growth LAGWX Lord Abbett Developing Growth A
LARGE VALUE MDDVX BlackRock Equity Dividend A
Mid-Cap Growth FIIAX Fidelity Advisor Mid Cap II A
LARGE BLEND EVTMX Eaton Vance Dividend Builder A
SMALL BLEND FSCDX Fidelity Advisor Small Cap A
LARGE GROWTH FKGRX Franklin Growth A
LARGE GROWTH FNIAX Fidelity Advisor New Insights A
LARGE BLEND OGEAX JPMorgan Equity Index A
MID-CAP VALUE JMVIX Perkins Mid Cap Value S
MID-CAP BLEND GTAGX AIM Mid Cap Core Equity A
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
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A 65% 3 60 0 0.84% 0.54%
INTERNATIONAL EQUITY
Foreign Large Blend BREAX BlackRock International Opp A 60% 3 60 0 0.9% 1.68%
WORLD STOCK FWAFX Fidelity Advisor Worldwide A 36% 3 60 0 1.47% 0.67%
Others
Utilities FUGAX Fidelity Advisor Utilities A 78% 3 60 0 0.76% 1.21%
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 A 73% 3 60 0 1% 1.7%
EQUITY PRECIOUS METALS FGDAX Fidelity Advisor Gold A 68% 3 60 0 0.77% 0.25%
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A 67% 3 60 0 1.25% 1.8%
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A 65% 3 60 0 0.96% 1.77%
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A 64% 3 60 0 0.49% 2.97%
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A 63% 3 60 0 1.62% 2.94%
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A 63% 3 60 0 1.54% 2.81%
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A 62% 3 60 0 1.47% 3.15%
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A 57% 3 60 0 0.66% 2.05%
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A 57% 3 60 0 1.75% 1.52%
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A 56% 3 60 0 0.51% 2.58%
Retirement Income FAFAX Fidelity Advisor Freedom Inc A 46% 3 60 0 1.47% 2.93%
Moderate Allocation FFAMX Fidelity Advisor Asset Manager 50% A 29% 3 60 0 0.91% 5.97%
ROOT CASH FPRXX 0% 0 60 0 NA 4.14%
FIXED INCOME
Multisector Bond FSTAX Fidelity Advisor Strategic Income A 67% 3 60 0 0.97% 3.08%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.84%
Intermediate Government FVIAX Fidelity Advisor Government Income A 19% 3 60 0 0.76% 1.62%
SHORT GOVERNMENT STABLEVALUE FA STABLEVALUE 16% 3 60 0 NA 27.03%
US EQUITY
SMALL VALUE FCVAX Fidelity Advisor Small Cap Value A 63% 3 60 0 1.5% 4.03%
Small Growth LAGWX Lord Abbett Developing Growth A 61% 3 60 0 0.59% 0%
LARGE VALUE MDDVX BlackRock Equity Dividend A 57% 3 60 0 1% 7.02%
Mid-Cap Growth FIIAX Fidelity Advisor Mid Cap II A 53% 3 60 0 0.74% 0.21%
LARGE BLEND EVTMX Eaton Vance Dividend Builder A 52% 3 60 0 0.75% 3.28%
SMALL BLEND FSCDX Fidelity Advisor Small Cap A 51% 3 60 0 2.15% 4.64%
LARGE GROWTH FKGRX Franklin Growth A 50% 3 60 0 0.46% 0%
LARGE GROWTH FNIAX Fidelity Advisor New Insights A 48% 3 60 0 0.7% 6.28%
LARGE BLEND OGEAX JPMorgan Equity Index A 36% 3 60 0 0.45% 1.07%
MID-CAP VALUE JMVIX Perkins Mid Cap Value S 28% 3 60 0 0.5% 14.74%
MID-CAP BLEND GTAGX AIM Mid Cap Core Equity A 0% 3 60 0 1.23% 0.32%
Average Expense Ratio: 1%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 2.1% 19.2% 8.1% 10.0% 6.4% 8.6%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 19 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.