MyPlanIQ 401k Investor Fujitsu Ten Corp. Of America 401(k) Shared Savings Plan

Fujitsu Ten Corp. Of America 401(k) Shared Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Markets Instl
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Market Index C
REAL ESTATE
REAL ESTATE CSRIX Cohen & Steers Instl Realty Shares
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA International Index C
FOREIGN SMALL/MID GROWTH DRIOX Driehaus International Small Cap Growth
Foreign Small/Mid Blend SGOVX First Eagle Overseas A
Others
Natural Resources PJNQX Prudential Jennison Natural Resources Q
ROOT CASH Fidelity Retirement Money Market (FRTXX)
US EQUITY
SMALL BLEND IWC Driehaus Micro Cap Growth
Mid-Cap Growth NBGEX Neuberger Berman Genesis Tr
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Markets Instl
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Market Index C
REAL ESTATE
REAL ESTATE CSRIX Cohen & Steers Instl Realty Shares
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA International Index C
FOREIGN SMALL/MID GROWTH DRIOX Driehaus International Small Cap Growth
Foreign Small/Mid Blend SGOVX First Eagle Overseas A
WORLD STOCK RWIGX American Funds Capital World G/I R6
Foreign Large Growth WHVAX WHV International Equity A
Others
Natural Resources PJNQX Prudential Jennison Natural Resources Q
ROOT CASH Fidelity Retirement Money Market (FRTXX)
US EQUITY
SMALL BLEND IWC Driehaus Micro Cap Growth
Mid-Cap Growth NBGEX Neuberger Berman Genesis Tr
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I
MID-CAP BLEND PCBIX Principal MidCap Blend Inst
Mid-Cap Growth TMDPX TimesSquare Mid Cap Growth Prem
LARGE BLEND SVSPX SSgA S&P Mid Cap Index
LARGE BLEND SVSPX SSga S&P 500 N
LARGE VALUE FMIEX Wasatch Large Cap Value Investor
LARGE GROWTH AMAGX Amana Trust Growth
SMALL BLEND GRTVX GRT Value Adv
SMALL BLEND SVSCX SSgA Russell Small Cap Index
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Bank Loan DFRPX DWS Floating Rate S
Emerging Markets Bond FEMDX Franklin Templeton Emerg Mkt Debt Opp
Intermediate-Term Bond FGBAX Fidelity Advisor Investment Gr Bd A
High Yield Bond NHILX Neuberger Berman High Inc Bond Inst
Intermediate-Term Bond EPFTX EARNEST Partners International
Intermediate-Term Bond SSBMX SSgA US Bond Index C
Total Available Funds: 28
  • 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 ABEMX Aberdeen Emerging Markets Instl 77% 1 60 0 1.1% 1.75%
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Market Index C 0% 1 60 0 1.2% 2.72%
REAL ESTATE
REAL ESTATE CSRIX Cohen & Steers Instl Realty Shares 79% 1 60 0 0.75% 3.1%
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA International Index C 100% 1 60 0 0.75% 5.53%
FOREIGN SMALL/MID GROWTH DRIOX Driehaus International Small Cap Growth 75% 1 60 0 1.16% 1.19%
Foreign Small/Mid Blend SGOVX First Eagle Overseas A 61% 1 60 0 0.8% 2.28%
WORLD STOCK RWIGX American Funds Capital World G/I R6 33% 1 60 0 0.53% 3.8%
Foreign Large Growth WHVAX WHV International Equity A 0% 1 60 0 1.5% 0%
Others
Natural Resources PJNQX Prudential Jennison Natural Resources Q 23% 1 60 0 0.9% 2.3%
ROOT CASH Fidelity Retirement Money Market (FRTXX) 0% 1 60 0 NA 4.14%
US EQUITY
SMALL BLEND IWC Driehaus Micro Cap Growth 98% 1 60 0 0.6% 1.15%
Mid-Cap Growth NBGEX Neuberger Berman Genesis Tr 96% 1 60 0 0.84% 0%
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I 91% 1 60 0 0.79% 1.12%
MID-CAP BLEND PCBIX Principal MidCap Blend Inst 90% 1 60 0 0.94% 2.51%
Mid-Cap Growth TMDPX TimesSquare Mid Cap Growth Prem 89% 1 60 0 1.18% 4.34%
LARGE BLEND SVSPX SSgA S&P Mid Cap Index 75% 1 60 0 0.16% 8.53%
LARGE BLEND SVSPX SSga S&P 500 N 75% 1 60 0 0.16% 8.53%
LARGE VALUE FMIEX Wasatch Large Cap Value Investor 60% 1 60 0 0.95% 3.34%
LARGE GROWTH AMAGX Amana Trust Growth 57% 1 60 0 0.91% 0%
SMALL BLEND GRTVX GRT Value Adv 0% 1 60 0 1.67% 0.29%
SMALL BLEND SVSCX SSgA Russell Small Cap Index 0% 1 60 0 1.1% 1.03%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 1 60 0 0.83% 3.98%
Bank Loan DFRPX DWS Floating Rate S 85% 1 60 0 1.77% 6.8%
Emerging Markets Bond FEMDX Franklin Templeton Emerg Mkt Debt Opp 84% 1 60 0 1.01% 8.15%
Intermediate-Term Bond FGBAX Fidelity Advisor Investment Gr Bd A 42% 1 60 0 0.49% 2.71%
High Yield Bond NHILX Neuberger Berman High Inc Bond Inst 31% 1 60 0 0.61% 6.64%
Intermediate-Term Bond EPFTX EARNEST Partners International 0% 1 60 0 NA 0%
Intermediate-Term Bond SSBMX SSgA US Bond Index C 0% 1 60 0 0.51% 0.4%
Average Expense Ratio: 0.92%
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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 -10.2% -9.5% 5.2% 4.1% 4.8% 4.9%

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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 29 funds. It covers 5 major asset classes and 21 minor asset classes. The major asset classes it covers are Emerging Market Equity, US Equity, REITs, Foreign Equity and Fixed Income.

Fujitsu Ten Corp. Of America 401(k) Shared Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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