MyPlanIQ 401k Investor PULLMAN and COMLEY RETIREMENT PLAN

PULLMAN and COMLEY RETIREMENT PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
PULLMAN & COMLEY RETIREMENT PLAN
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX fidelity international discovery fund
Others
Target Date 2016-2020 FFFDX fidelity freedom 2020 fund
Target Date 2011-2015 FFVFX fidelity freedom 2015 fund
Retirement Income FFFAX fidelity freedom income fund
FIXED INCOME
Intermediate-Term Bond PTTRX pim total rt inst fund
WORLD BOND LSGBX loomis global bond inst fund
US EQUITY
LARGE BLEND FFIDX fidelity fund
LARGE GROWTH FCNTX fidelity contrafund
MID-CAP VALUE JMVAX perkins mid cap value investment fund
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX fidelity international discovery fund
Others
Target Date 2016-2020 FFFDX fidelity freedom 2020 fund
Target Date 2011-2015 FFVFX fidelity freedom 2015 fund
Retirement Income FFFAX fidelity freedom income fund
Target Date 2026-2030 FFFEX fidelity freedom 2030 fund
Target Date 2036-2040 FFFFX fidelity freedom 2040 fund
Target Date 2021-2025 FFTWX fidelity freedom 2025 fund
Target Date 2031-2035 FFTHX fidelity freedom 2035 fund
Target Date 2050+ FFFHX fidelity freedom 2050 fund
Target Date 2000-2010 FFFCX fidelity freedom 2010 fund
Target Date 2000-2010 FFFVX fidelity freedom 2005 fund
Moderate Allocation FBALX fidelity balanced fund
Target Date 2000-2010 FFFBX fidelity freedom 2000 fund
ROOT CASH fidelity retirement government money market fund
FIXED INCOME
Intermediate-Term Bond PTTRX pim total rt inst fund
WORLD BOND LSGBX loomis global bond inst fund
US EQUITY
LARGE BLEND FFIDX fidelity fund
LARGE GROWTH FCNTX fidelity contrafund
MID-CAP VALUE JMVAX perkins mid cap value investment fund
LARGE VALUE EILVX Ev Large cap value i fund
SMALL VALUE NSVAX col sm cap value ii Z fund
Mid-Cap Growth MPEGX msif mid cap growth fund
LARGE BLEND FUSEX fidelity spartan u.s. equity index fund
MID-CAP BLEND FSEMX sptn extended market index fund
Small Growth BSCFX baron small cap fund
Total Available Funds: 25
  • 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 FIGRX fidelity international discovery fund 90% 3 60 0 0.99% 2.71%
Others
Target Date 2016-2020 FFFDX fidelity freedom 2020 fund 98% 3 60 0 0.58% 5.64%
Target Date 2011-2015 FFVFX fidelity freedom 2015 fund 98% 3 60 0 0.54% 4.81%
Retirement Income FFFAX fidelity freedom income fund 98% 3 60 0 0.42% 3.12%
Target Date 2026-2030 FFFEX fidelity freedom 2030 fund 95% 3 60 0 0.66% 4.68%
Target Date 2036-2040 FFFFX fidelity freedom 2040 fund 95% 3 60 0 0.64% 4.92%
Target Date 2021-2025 FFTWX fidelity freedom 2025 fund 95% 3 60 0 0.34% 5.15%
Target Date 2031-2035 FFTHX fidelity freedom 2035 fund 95% 3 60 0 0.7% 4.58%
Target Date 2050+ FFFHX fidelity freedom 2050 fund 94% 3 60 0 0.75% 4.17%
Target Date 2000-2010 FFFCX fidelity freedom 2010 fund 92% 3 60 0 0.49% 3.83%
Target Date 2000-2010 FFFVX fidelity freedom 2005 fund 87% 3 60 0 0.42% 3.49%
Moderate Allocation FBALX fidelity balanced fund 79% 3 60 0 0.5% 5.65%
Target Date 2000-2010 FFFBX fidelity freedom 2000 fund 0% 3 60 0 0.44% 6.09%
ROOT CASH fidelity retirement government money market fund 0% 3 60 0 NA 2.61%
FIXED INCOME
Intermediate-Term Bond PTTRX pim total rt inst fund 96% 3 60 0 0.83% 4.3%
WORLD BOND LSGBX loomis global bond inst fund 87% 3 60 0 0.95% 0%
US EQUITY
LARGE BLEND FFIDX fidelity fund 100% 3 60 0 0.46% 0%
LARGE GROWTH FCNTX fidelity contrafund 96% 3 60 0 0.55% 5.1%
MID-CAP VALUE JMVAX perkins mid cap value investment fund 90% 3 60 0 0.91% 0.88%
LARGE VALUE EILVX Ev Large cap value i fund 90% 3 60 0 0.77% 4.51%
SMALL VALUE NSVAX col sm cap value ii Z fund 85% 3 60 0 1.27% 1.48%
Mid-Cap Growth MPEGX msif mid cap growth fund 80% 3 60 0 0.74% 0%
LARGE BLEND FUSEX fidelity spartan u.s. equity index fund 79% 3 60 0 0.09% 1.65%
MID-CAP BLEND FSEMX sptn extended market index fund 76% 3 60 0 0.1% 1.33%
Small Growth BSCFX baron small cap fund 39% 3 60 0 1.31% 13.32%
Average Expense Ratio: 0.64%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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
The plan consists of 28 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Pullman & Comley Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.