MyPlanIQ ELSTER/AMCO 401K SAVINGS AND RETIREMENT PLAN

ELSTER/AMCO 401K SAVINGS AND RETIREMENT PLAN Investment Model Portfolios

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ELSTER/AMCO 401K SAVINGS AND RETIREMENT PLAN
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FIDKX FID INTL DISCOVERY K
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate Government FGOVX FIDELITY GOVT INCOME
High Yield Bond PHIYX PIM HIGH YIELD INST
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FIDKX FID INTL DISCOVERY K
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DDFIX INVS DIVRS DIVD INST
LARGE GROWTH FBGKX FID BLUE CHIP GR K
LARGE GROWTH FCNKX FID CONTRAFUND K
Mid-Cap Growth FKMCX FID MID CAP STOCK K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
LARGE BLEND FUSVX SPTN 500 INDEX ADV
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate Government FGOVX FIDELITY GOVT INCOME
High Yield Bond PHIYX PIM HIGH YIELD INST
Total Available Funds: 22
  • 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 Investment Trust: Fidelity Diversified International Fund 98% 3 60 0 0.65% 3.61%
Foreign Large Blend FIDKX FID INTL DISCOVERY K 71% 3 60 0 0.99% 2.79%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 5.57%
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 4.75%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.79%
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 3.49%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 3 60 0 0.62% 4.48%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 3 60 0 0.62% 4.66%
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund 99% 3 60 0 0.69% 6.02%
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund 98% 3 60 0 0.57% 4.73%
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares 97% 3 60 0 0.94% 13.15%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.06%
LARGE VALUE DDFIX INVS DIVRS DIVD INST 87% 3 60 0 0.82% 11.49%
LARGE GROWTH FBGKX FID BLUE CHIP GR K 68% 3 60 0 0.76% 6.07%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 3 60 0 0.55% 5.1%
Mid-Cap Growth FKMCX FID MID CAP STOCK K 68% 3 60 0 0.85% 3.78%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 61% 3 60 0 0.82% 13.93%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 3 60 0 0.04% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 96% 3 60 0 0.83% 4.62%
Intermediate Government FGOVX FIDELITY GOVT INCOME 91% 3 60 0 0.76% 3.51%
High Yield Bond PHIYX PIM HIGH YIELD INST 72% 3 60 0 0.66% 5.8%
Average Expense Ratio: 0.65%
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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*
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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
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