MyPlanIQ 401k Investor Kelly Hart and Hallman LLP 401K Plan

Kelly Hart and Hallman LLP 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FDIVX Fidelity Diversified International
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 Pimco Total Return Inst
Intermediate-Term Bond FBIDX Fidelity US Bond Index
US EQUITY
MID-CAP VALUE ARTQX Artisan Mid Cap Value
LARGE GROWTH FDGRX Fidelity growth Company
Mid-Cap Growth ARTMX Artisan Mid Cap Inv
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FDIVX Fidelity Diversified International
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 Utilites
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
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Industrials FCYIX Fidelity Select Industrials
Technology FSPTX Fidelity Selet Technology
Consumer Discretionary FSCPX Fidelity Select Consumer Discretionary
Financial FIDSX Fidelity Select Financial
ROOT CASH Fidelity Retirement Money Market
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Inst
Intermediate-Term Bond FBIDX Fidelity US Bond Index
US EQUITY
MID-CAP VALUE ARTQX Artisan Mid Cap Value
LARGE GROWTH FDGRX Fidelity growth Company
Mid-Cap Growth ARTMX Artisan Mid Cap Inv
SMALL BLEND FSLCX Fidelity Small Cap Stock
LARGE BLEND FUSEX Spartan 400 Index Inv
LARGE BLEND DNVYX David NY Venture Y
SMALL BLEND SSUIX ABF Small Cap Value Inst
MID-CAP BLEND FLPSX Fidelity Low Priced Stock
LARGE VALUE MSIVX INVS LGCP REL VAL Y
LARGE GROWTH FEXPX Fidelity Export & Multinational
Total Available Funds: 35
  • 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 LZEMX Lazard Emerging Markets Equity 91% 3 60 0 1.07% 3.54%
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide 99% 3 60 0 0.95% 0.81%
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 4.01%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 2.56%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 2.81%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 2.56%
Consumer Staples FDFAX Fidelity Select Utilites 97% 3 60 0 1.01% 5.76%
Consumer Staples FDFAX Fidelity Select Healthcare 97% 3 60 0 1.01% 5.76%
Natural Resources FNARX Fidelity Select Natural Resources 96% 3 60 0 0.77% 1.23%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 1.8%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.6%
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% 1.76%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 1.65%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 2.68%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 1.71%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 2.9%
Industrials FCYIX Fidelity Select Industrials 74% 3 60 0 0.76% 4.58%
Technology FSPTX Fidelity Selet Technology 73% 3 60 0 0.7% 0%
Consumer Discretionary FSCPX Fidelity Select Consumer Discretionary 72% 3 60 0 0.76% 2.33%
Financial FIDSX Fidelity Select Financial 70% 3 60 0 0.75% 2.26%
ROOT CASH Fidelity Retirement Money Market 0% 0 60 0 NA 3.73%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Inst 97% 3 60 0 0.83% 4.1%
Intermediate-Term Bond FBIDX Fidelity US Bond Index 0% 3 60 0 0.13% 2.67%
US EQUITY
MID-CAP VALUE ARTQX Artisan Mid Cap Value 91% 3 60 0 1.05% 17.26%
LARGE GROWTH FDGRX Fidelity growth Company 90% 3 60 0 0.79% 3.32%
Mid-Cap Growth ARTMX Artisan Mid Cap Inv 88% 3 60 0 0.96% 0%
SMALL BLEND FSLCX Fidelity Small Cap Stock 82% 3 60 0 0.67% 0.02%
LARGE BLEND FUSEX Spartan 400 Index Inv 79% 3 60 0 0.09% 1.34%
LARGE BLEND DNVYX David NY Venture Y 69% 3 60 0 1.75% 7%
SMALL BLEND SSUIX ABF Small Cap Value Inst 55% 3 60 0 1.04% 11.19%
MID-CAP BLEND FLPSX Fidelity Low Priced Stock 1% 3 60 0 0.92% 17.04%
LARGE VALUE MSIVX INVS LGCP REL VAL Y 0% 3 60 0 NA NA
LARGE GROWTH FEXPX Fidelity Export & Multinational 0% 3 60 0 0.74% 1.18%
Average Expense Ratio: 0.72%
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Model Portfolios

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 4 major asset classes and 28 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.

This plan is created based on a user's request.



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