MyPlanIQ 401k Investor SYMETRA FINANCIAL RETIREMENT SAVINGS PLAN

SYMETRA FINANCIAL RETIREMENT SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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SYMETRA FINANCIAL RETIREMENT SAVINGS PLAN
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Mutual Fund
Foreign Large Blend FSIIX Spartan International Index Mutual Fund
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International Mutual Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2050 Mutual Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Inst Mutual Fund
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Sec Fund
Intermediate-Term Bond FBIDX Fidelity US Bond Index Mutual Fund
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Mutual Fund
Foreign Large Blend FSIIX Spartan International Index Mutual Fund
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International Mutual Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2050 Mutual Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Mutual Fund
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Mutual Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Mutual Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Mutual Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Mutual Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Mutual Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Mutual Fund
Moderate Allocation FBALX Fidelity Balanced Mutual Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Inst Mutual Fund
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Sec Fund
Intermediate-Term Bond FBIDX Fidelity US Bond Index Mutual Fund
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value I Mutual Fund
LARGE GROWTH FDGRX Fidelity Growth Company Mutual Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Inst Mutual Fund
Mid-Cap Growth PEEAX PRU/J Mid Cap GR A Mutual Fund
LARGE VALUE ACGLX Van Kampen Growth Income I Mutual Fund
Small Growth RVPRX Royce Value Plus IS Mutual Fund
LARGE BLEND Fidelity Spartan 500 Index Spartan 500 Index Mutual Fund
Total Available Funds: 26
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Mutual Fund 98% 3 60 0 0.65% 1.96%
Foreign Large Blend FSIIX Spartan International Index Mutual Fund 86% 3 60 0 0.17% 2.9%
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International Mutual Fund 61% 3 60 0 1.23% 3.49%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2050 Mutual Fund 98% 3 60 0 0.58% 2.56%
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Mutual Fund 98% 3 60 0 0.58% 2.56%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Mutual Fund 98% 3 60 0 0.54% 2.79%
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund 98% 3 60 0 0.42% 3.11%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Mutual Fund 95% 3 60 0 0.66% 2.06%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Mutual Fund 95% 3 60 0 0.64% 4.13%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Mutual Fund 95% 3 60 0 0.34% 2.27%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Mutual Fund 95% 3 60 0 0.7% 1.74%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Mutual Fund 92% 3 60 0 0.49% 3.01%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Mutual Fund 91% 3 60 0 0.75% 3.77%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Mutual Fund 87% 3 60 0 0.42% 3.49%
Moderate Allocation FBALX Fidelity Balanced Mutual Fund 79% 3 60 0 0.5% 1.87%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Mutual Fund 0% 3 60 0 0.44% 6.09%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Inst Mutual Fund 96% 3 60 0 0.83% 4.18%
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Sec Fund 90% 3 60 0 0.1% 4%
Intermediate-Term Bond FBIDX Fidelity US Bond Index Mutual Fund 0% 3 60 0 0.13% 2.17%
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value I Mutual Fund 93% 3 60 0 0.91% 3.62%
LARGE GROWTH FDGRX Fidelity Growth Company Mutual Fund 90% 3 60 0 0.79% 9.29%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Inst Mutual Fund 83% 3 60 0 1.18% 7.35%
Mid-Cap Growth PEEAX PRU/J Mid Cap GR A Mutual Fund 55% 3 60 0 1.08% 6.98%
LARGE VALUE ACGLX Van Kampen Growth Income I Mutual Fund 53% 3 60 0 0.53% 0.72%
Small Growth RVPRX Royce Value Plus IS Mutual Fund 0% 3 60 0 1.85% 18.23%
LARGE BLEND Fidelity Spartan 500 Index Spartan 500 Index Mutual Fund 0% 3 60 0 NA NA
Average Expense Ratio: 0.66%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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:SYA)
The plan consists of 27 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Symetra Financial Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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