MyPlanIQ 401k Investor Buffet Partners L.P. Employees 401(k) Plan

Buffet Partners L.P. Employees 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FTMKX Fidelity Emerging Markets Fund Class T
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Advisor Diversified International Fund
FOREIGN SMALL/MID GROWTH FTISX Fidelity Advisor International Small Cap Opportunities Fund Class T
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 Fund
US EQUITY
LARGE VALUE PNEAX Allianz Nfj Dividend Value Fund Class A
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund
LARGE GROWTH FINSX Fidelity Advisor New Insights
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FTMKX Fidelity Emerging Markets Fund Class T
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Advisor Diversified International Fund
FOREIGN SMALL/MID GROWTH FTISX Fidelity Advisor International Small Cap Opportunities Fund Class T
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 Fund
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 Fund
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 Fund
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 Fund
Retirement Income FIAFX Fidelity Advisor Freedom Income Fund
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 Fund
US EQUITY
LARGE VALUE PNEAX Allianz Nfj Dividend Value Fund Class A
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund
LARGE GROWTH FINSX Fidelity Advisor New Insights
Mid-Cap Growth FIIMX Fidelity Advisor Mid Cap II Fund
LARGE VALUE EQPIX Fidelity Advisor Equity Income Fund
SMALL VALUE HRTVX Heartland Advisors Heartland Value Fund
LARGE GROWTH RRGSX T.Rowe Price Investment Services Growth Stock Fund
MID-CAP BLEND QVSCX Oppenheimer Funds Small & Mid Cap Value
LARGE BLEND VIDSX Victory Diers Stock Fund
FIXED INCOME
High Yield Bond FAHCX Fidelity Advisor High Income Advantage Fund
Intermediate Government FVIIX Fidelity Advisor Government Income Fund
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
Emerging Market
DIVERSIFIED EMERGING MKTS FTMKX Fidelity Emerging Markets Fund Class T 51% 3 60 0 2.12% 1.01%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Advisor Diversified International Fund 98% 3 60 0 0.65% 4.34%
FOREIGN SMALL/MID GROWTH FTISX Fidelity Advisor International Small Cap Opportunities Fund Class T 54% 3 60 0 1.29% 1.48%
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund 94% 3 60 0 1.11% 2.12%
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund 93% 3 60 0 1.03% 2.56%
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 Fund 92% 3 60 0 1.07% 2.34%
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 Fund 91% 3 60 0 0.96% 1.63%
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 Fund 89% 3 60 0 1.16% 1.94%
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 Fund 88% 3 60 0 1.24% 1.32%
Retirement Income FIAFX Fidelity Advisor Freedom Income Fund 86% 3 60 0 0.47% 2.84%
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 Fund 85% 3 60 0 0.73% 2.68%
US EQUITY
LARGE VALUE PNEAX Allianz Nfj Dividend Value Fund Class A 93% 3 60 0 1.72% 14.26%
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund 91% 3 60 0 2.15% 1.37%
LARGE GROWTH FINSX Fidelity Advisor New Insights 88% 3 60 0 0.7% 6.34%
Mid-Cap Growth FIIMX Fidelity Advisor Mid Cap II Fund 80% 3 60 0 1.25% 5.28%
LARGE VALUE EQPIX Fidelity Advisor Equity Income Fund 73% 3 60 0 0.65% 5.13%
SMALL VALUE HRTVX Heartland Advisors Heartland Value Fund 50% 3 60 0 0.98% 6.25%
LARGE GROWTH RRGSX T.Rowe Price Investment Services Growth Stock Fund 35% 3 60 0 1.2% 4.28%
MID-CAP BLEND QVSCX Oppenheimer Funds Small & Mid Cap Value 0% 3 60 0 1.16% 13.38%
LARGE BLEND VIDSX Victory Diers Stock Fund 0% 3 60 0 0.61% 25.13%
FIXED INCOME
High Yield Bond FAHCX Fidelity Advisor High Income Advantage Fund 91% 3 60 0 1.19% 5.42%
Intermediate Government FVIIX Fidelity Advisor Government Income Fund 65% 3 60 0 0.76% 2.72%
Average Expense Ratio: 1.1%
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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 0.5% 6.4% 0.5% 6.5% 4.2% 6.5%

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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 24 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.

Buffet Partners L.P. Employees 401(k) Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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