MyPlanIQ 401k Investor PULLMAN and COMLEY RETIREMENT PLAN

PULLMAN and COMLEY RETIREMENT PLAN Investment Model Portfolios

This Plan is unrated.
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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%
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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
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.



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