MyPlanIQ 401k Investor SARGENT AND LUNDY LLC SAVINGS INVESTMENT PLAN

SARGENT AND LUNDY LLC SAVINGS INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 286
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX fid real estate invs fund
Global Real Estate FIREX fid intl real estate
REAL ESTATE CSRSX cohen & steers rlty fund shs
Emerging Market
DIVERSIFIED EMERGING MKTS USEMX usaa emerging mkts fund
DIVERSIFIED EMERGING MKTS FEMKX fidelity emerg mkts fund
DIVERSIFIED EMERGING MKTS FEMKX fid emerging europe,middle east , and africa
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX fid pacific basin fund
WORLD STOCK FWWFX fid worldwide fund
Foreign Large Value AAIPX abf intl equity pa fund
Total Available Funds: 286
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX fid real estate invs fund
Global Real Estate FIREX fid intl real estate
REAL ESTATE CSRSX cohen & steers rlty fund shs
Emerging Market
DIVERSIFIED EMERGING MKTS USEMX usaa emerging mkts fund
DIVERSIFIED EMERGING MKTS FEMKX fidelity emerg mkts fund
DIVERSIFIED EMERGING MKTS FEMKX fid emerging europe,middle east , and africa
China Region FHKCX fid china region fund
Latin America Stock FLATX fid latin america fund
DIVERSIFIED EMERGING MKTS MMKBX msif emerging mkts p fund
DIVERSIFIED EMERGING MKTS TEDMX franklin templeton dev mkts a fund
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX fid pacific basin fund
WORLD STOCK FWWFX fid worldwide fund
Foreign Large Value AAIPX abf intl equity pa fund
Foreign Large Blend FDIVX fidelity diversified intl fund
Foreign Large Growth JIGFX janus overseas i fund
Foreign Large Blend ARTIX artisan intl fund
Foreign Large Blend FIGRX fid intl discovery fund
Foreign Large Blend FOSFX fid overseas fund
JAPAN STOCK FJPNX fid japan fund
Foreign Large Growth USIFX usaa international fund
PACIFIC/ASIA EX-JAPAN STK FSEAX fid southeast asia fund
Foreign Large Blend SCINX dws international s fund
Foreign Large Growth FIVFX fid intl cap appreciation fund
WORLD STOCK KGDIX dws global opps s fund
Foreign Large Growth FIGFX fidelity intl growth
Foreign Large Value FIVLX fid intl value
EUROPE STOCK FIEUX fid europe fund
JAPAN STOCK FJSCX fid japan smaller co fund
WORLD STOCK TEDIX franklin global discovery z fund
Foreign Large Blend FICDX fid canada fund
Foreign Large Blend MSIBX msi active intl p fund
EUROPE STOCK FNORX fidelity nordic fund
Foreign Large Value FIVMX franklin foreign foreign a fund
FOREIGN SMALL/MID GROWTH FOPAX franklin foreign sm co a fund
WORLD STOCK JDWRX janus worldwide fund
WORLD STOCK AGAAX aim gbl sm&mdcp gr a
EUROPE STOCK FECAX fid europe cap app fund
Others
Target Date 2016-2020 FFFDX fid freedom 2020 fund
Target Date 2021-2025 VTTVX vanguard target ret 2025 fund
Target Date 2041-2045 VTIVX vanguard target ret 2045 fund
Consumer Staples FDFAX fid sel cons staples fund
Retirement Income VTINX vanguard target ret inc fund
Target Date 2031-2035 VTTHX vanguard target ret 2035 fund
Industrials FSRFX fid sel transport fund
Natural Resources FNARX fid sel natural res fund
Target Date 2026-2030 FFFEX fid freedom 2030 fund
Target Date 2036-2040 FFFFX fid freedom 2040 fund
Target Date 2031-2035 FFTHX fid freedom 2035 fund
Conservative Allocation FTANX fidelity asset manager 30%
Conservative Allocation FASIX fid asset mgr 20% fund
Target Date 2050+ FFFHX fid freedom 2050 fund
Target Date 2000-2010 FFFCX fid freedom 2010 fund
Moderate Allocation FPACX fpa crescent fund
Moderate Allocation JBALX janus balanced fund
Moderate Allocation OAKBX oakmark eq & inc i fund
Target Date 2041-2045 FFFGX fid freedom 2045 fund
Conservative Allocation VASIX vanguard ls income fund
Aggressive Allocation VASGX vanguard ls growth fund
Conservative Allocation VSCGX vanguard ls conservative growth fund
Target Date 2000-2010 FFFVX fid freedom 2005 fund
Aggressive Allocation FAMRX fid asset mgr 85% fund
Moderate Allocation VSMGX vanguard ls moderate growth fund
Moderate Allocation FBALX fid balanced fund
EQUITY PRECIOUS METALS FSAGX fid sel gold fund
Health FSMEX fid sel med eq and sys fund
Convertibles FCVSX fid convertible sec fund
Utilities FSUTX fid sel utilities gr fund
Health FBIOX fid sel biotech fund
Technology FSCSX fid sel software fund
Industrials FSDAX fid sel defense fund
Moderate Allocation FASMX fid asset manager 50% fund
Moderate Allocation USCRX uuaa cornerstone fund
MISCELLANEOUS SECTOR FSCHX fid sel chemical fund
MISCELLANEOUS SECTOR FBSOX fid sel it services fund
Target Date 2050+ VFIFX vanguard target ret 2050 fund
Utilities FIUIX fid telecom & utilities fund
Moderate Allocation FASGX fid asset mgr 70% fund
Natural Resources FSDPX fid sel materials
Health FPHAX fid sel pharmaceutical fund
Consumer Discretionary FDLSX fid sel leisure fund
Communications FWRLX fid sel wireless fund
Technology FDCPX fid sel computers fund
Communications FSTCX fid sel telecomm fund
Health FSHCX fid sel medical del fund
Equity Energy FSESX fid sel energy svcs fund
Equity Energy FSNGX fid sel natural gas fund
Industrials FCYIX fid sel industrials
Health FSPHX fid sel healthcare fund
MISCELLANEOUS SECTOR FSLEX fid sel environment fund
Technology FSPTX fid sel technology fund
Industrials FSAIX fid sel air transprt fund
Consumer Discretionary FSRPX fidelity retire mkt fund
MISCELLANEOUS SECTOR FSHOX fid sel constr/house fund
Financial FSLBX fid sel brokerage fund
Moderate Allocation FGTIX franklin templeton growth a fund
Consumer Discretionary FSCPX fid sel consumer discr fund
Communications FSDCX fid sel comm equip fund
MISCELLANEOUS SECTOR FSAVX fid sel automotive fund
Technology FSELX fid sel electronics fund
Financial FSRBX fid sel banking fund
Target Date 2036-2040 VFORX vanguard target ret 2040 fund
Target Date 2026-2030 VTHRX vanguard target ret 2030 fund
Financial FIDSX fid sel home finance fund
Financial FIDSX fid sel financial fund
Moderate Allocation FPUKX fid puritan fund k
Moderate Allocation FSANX fidelity asset manager 60%
Target Date 2016-2020 VTWNX vanguard target ret 2020 fund
Moderate Allocation MBAAX msif balanced p fund
Industrials FSCGX fid sel industrial equip
Moderate Allocation CSIFX calvert sif balanced a fund
Moderate Allocation FDYSX fidelity dynamc strategles
Moderate Allocation AABNX abf balanced pa fund
Conservative Allocation DGIIX drey lt growth & income inv
Moderate Allocation BBLAX aim basic balanced a
Target Date 2000-2010 VTENX vanguard target ret 2010 fund
Target Date 2011-2015 VTXVX vanguard target ret 2015 fund
Target Date 2000-2010 VTOVX vanguard target ret 2005 fund
Target Date 2000-2010 FFFBX fid freedom 2000 fund
World Allocation FGBLX fid global balanced fund
US EQUITY
MID-CAP BLEND ARGFX ariel fund
LARGE GROWTH PRGFX t. rowe price growth stock fund
LARGE BLEND FDGFX fid dividend growth fund
LARGE BLEND OAKMX oakmark fund i fund
MID-CAP VALUE FDVLX fid value fund
LARGE GROWTH FBGRX fid blue chip growth fund
LARGE VALUE FEQIX fid equity income fund
LARGE BLEND DSEFX domini social equity fund
LARGE VALUE FEQTX fid equity income ii fund
SMALL BLEND NBGEX nb guardian trust
LARGE GROWTH FCNTX fid contrafund fund
LARGE GROWTH FLCSX fid large cap stock fund
LARGE BLEND FDEQX fid disciplined eqty fund
LARGE BLEND FGRIX fid growth and income fund
LARGE GROWTH FOCPX fid otc portfolio fund
MID-CAP VALUE LAVLX lord abbett midcpval a fund
Mid-Cap Growth JMGRX janus enterprise fund
LARGE BLEND OAKLX oakmark select i fund
LARGE GROWTH JAMRX janus research fund
SMALL VALUE FCPVX fid small cap value
SMALL BLEND FSCRX fid small cap discovery
LARGE GROWTH FDGRX fid growth company fund
Small Growth ALSRX alger small cap i fund
MID-CAP VALUE JAMVX janus perkins mid cap value
LARGE GROWTH FDSVX fid growth discovery fund
LARGE GROWTH FTRNX fid trend tund
LARGE GROWTH FTQGX fid focused stock fund
SMALL BLEND LSSCX loomis sm cap value i fund
Mid-Cap Growth ARTMX artisan mid cap inv fund
LARGE BLEND FFNOX fid four in one idx
Small Growth FCPGX fid small cap growth
Mid-Cap Growth FMILX fidelity new millenium
Mid-Cap Growth NBMTX nb mdcp grth trust
MID-CAP BLEND FLVIX fid leveraged co. stk fund
LARGE BLEND NBPTX nb partners trust fund
LARGE GROWTH FNCMX fid nasdaq comp indx
SMALL BLEND FSLCX fid small cap stock fund
SMALL VALUE AVFIX abf small cap value
Mid-Cap Growth MPEGX msif midcap growth i fund
LARGE BLEND NBSTX nb socially resp tr fund
LARGE BLEND FUSEX spartan intl index fund
LARGE BLEND NBFCX nb focus trust fund
LARGE BLEND SCDGX dws grth and income s fund
LARGE BLEND VINIX vanguard inst index
Mid-Cap Growth FMCSX fid mid cap stock fund
MID-CAP VALUE FSMVX fid mid cap value
Small Growth VEXRX vanguard explorer adm fund
LARGE GROWTH FMAGX fidelity magellan fund
LARGE VALUE ALVIX am cen lg co val inv fund
LARGE VALUE FSLVX fid large cap value
MID-CAP BLEND FSLSX fid value strategy fund
LARGE VALUE UDPIX am cent ultra inv fund
LARGE BLEND FSDIX fid strat div & inc
LARGE GROWTH USAAX usaa growth fund
LARGE GROWTH FDCAX fid cap appreciation
Small Growth RHJSX rhj micro cap fund
Mid-Cap Growth FDEGX fid growth strategles
Small Growth SSDIX dws small cap growth n fund
LARGE VALUE FBCVX fid blue chip value
LARGE BLEND FGRTX fid mega cap stock fund
Small Growth MSEIX managers special eq fund
LARGE VALUE KDHIX dws strategic value is
LARGE BLEND FFDKX fid fund k
LARGE BLEND FVDFX fid value discovery
LARGE GROWTH FSSKX fid stock selector fund
LARGE VALUE USISX usaa income stock fund
SMALL BLEND ASQIX am cent sm comp inv fund
LARGE GROWTH JARTX janus adv forty s fund
LARGE GROWTH ACARX alger cap apprec i fund
MID-CAP BLEND FLPKX fid low priced stock k
Small Growth FCDIX fid sm cap independ fund
SMALL BLEND FSOPX fid sel intl sm cap opp
LARGE GROWTH MSEGX msif capital growth p
LARGE BLEND CHRRX aim charter inst fund
LARGE VALUE DDFRX aim divsf divd inv fund
SMALL VALUE PVADX allianz nfj smcpval ad fund
LARGE VALUE ACGIX vk growth & income a fund
Small Growth GTSIX aim sm cap grth inv fund
LARGE GROWTH TGCNX tcw select equity n
LARGE GROWTH CSIEX calvert intl equity a
LARGE GROWTH CSIEX calvert sif equity a
MID-CAP BLEND CAAPX ariel appreciation fund
Mid-Cap Growth AGIRX alger midcap growth i fund
Small Growth MSSMX msi sm co growth p fund
LARGE VALUE TESIX franklin shares cl z fund
Mid-Cap Growth FRSGX franklin smmidcap growth a fund
Mid-Cap Growth BGRFX baron growth fund
LARGE VALUE AWSHX af washington mutl a fund
Mid-Cap Growth BARAX baron asset fund
SMALL VALUE JISCX perkins small cap vi is
SMALL BLEND CCVAX calvert cap acc a
LARGE BLEND LMVFX legg mason value trust fi cl fund
LARGE BLEND NGDLX nb genesis- inst cl
LARGE GROWTH FFTYX fid fifty fund
LARGE GROWTH FEXKX fid export & multi k
LARGE BLEND FOTTX fid 130/30 large cap
SMALL BLEND JCSIx jh small company i
MID-CAP BLEND FMEIX fidelity mid cap enhanced index
SMALL BLEND FCPEX fidelity small cap enhanced index
LARGE VALUE FLVEX fidelity large cap value enhanced index
LARGE BLEND FLCEX fidelity large cap core enhanced index
LARGE BLEND OBFVX oldmut focused z
Small Growth OSSCX oldmut strat small co z
MID-CAP VALUE OTMIX oldmut tsw midcap value z
SMALL BLEND RLPHX royce low pr stk inv fund
Small Growth RSSGX rs smaller co growth a fund
SMALL BLEND WFAGX credit suisse small cap core com fund
LARGE VALUE WFGIX credit suisse large cap value a fund
MID-CAP BLEND CUEGX credit suisse mid cap core com fund
LARGE GROWTH CUCAX credit suisse lg cap grth com fund
SMALL BLEND SSMVX wfa small cap val inv
LARGE GROWTH STRFX wfa lg cap growth inv fund
MID-CAP BLEND SOPFX wfa opprtunity inv fund
Mid-Cap Growth STCSX wfa common stock z fund
LARGE GROWTH SGROX wfa growth inv fund
Mid-Cap Growth STDIX wfa discovery inv fund
Mid-Cap Growth PMCGX allianz ccm mid cp adm fund
LARGE GROWTH PICAX allianz ccm cap ap adm fund
Small Growth TGSNX tcw sm cap growth n fund
LARGE VALUE IVABX msif large cap rel val p
LARGE VALUE MPVAX msif value p fund
Small Growth CNVAX calvert newvis sm cp a fund
LARGE GROWTH ALCGX abf large cap val inst
MID-CAP BLEND FSEVX spartan extnd mkt index fun
LARGE BLEND FSTVX spartan total mkt index fund
LARGE GROWTH MEGHX msi intl equity p fund
Mid-Cap Growth FRSRX drey mid-cap growth i
Small Growth FDISX drey fndrs discvry f fund
LARGE GROWTH FRMRX drey fndrs eq growth fund
LARGE GROWTH LCGAX aim large cap grth a
MID-CAP BLEND GTARX aim midcap core eq i fund
LARGE BLEND GTVLX aim basic value a fund
LARGE GROWTH CSTGX aim constellation a fund
Mid-Cap Growth FIDYX aim dynamics inv fund
LARGE GROWTH JAVLX janus twenty fund
LARGE GROWTH JANSX janus fund
Mid-Cap Growth FSMGX fid mid cap growth
LARGE GROWTH FSLGX fid large cap growth
LARGE GROWTH FDFFX fid independence fund
FIXED INCOME
Intermediate-Term Bond JFLEX janus flexible bond fund
Intermediate-Term Bond PTTRX pimco total return inst fund
Intermediate Government FSTGX fid intm government fund
Bank Loan FFRHX fid float rt hi inc
High Yield Bond SPHIX fid high income fund
High Yield Bond FAGIX fid capital and income fund
Emerging Markets Bond FNMIX fid new markets inc. fund
High Yield Bond FHIFX fid focused high inc fund
Intermediate Government FGMNX fid ginnie mae fund
Intermediate Government USGNX usaa gnma trust fund
Intermediate-Term Bond FTBFX fid total bond
Intermediate-Term Bond MGFIX managers bond fund
Intermediate-Term Bond USAIX usaa income fund
Intermediate-Term Bond FTHRX fid intermed bond fund
Intermediate-Term Bond FMSFX fid mortgage sec
WORLD BOND CGFIX aberdeen global fx inc is
Intermediate-Term Bond FGBPX fidelity invst gr bd fund
Multisector Bond FSICX fid strategic income fund
WORLD BOND TPINX franklin templeton global bond a fund
Intermediate-Term Bond NCRIX lb core bond nb inv fund
High Yield Bond PHYAX pimco high yield adm fund
Intermediate-Term Bond WAPIX west asset core fi fund
Intermediate-Term Bond MFXAX msif cp fx inc p fund
Intermediate Government STVSX wfa govt security inv fund
LONG GOVERNMENT PLGBX pimco lt u.s. govt adm fund
WORLD BOND PADMX pico glbbnd ad unhdgd fund
Inflation-Protected Bond FINPX fid inflat prot bond fund
Intermediate-Term Bond FBIDX fidelity u.s. bd index fund
Total Available Funds: 286
  • 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
REAL ESTATE
REAL ESTATE FRESX fid real estate invs fund 97% 3 60 0 0.72% 7%
Global Real Estate FIREX fid intl real estate 84% 3 60 0 1.2% 1.83%
REAL ESTATE CSRSX cohen & steers rlty fund shs 76% 3 60 0 0.88% 3.76%
Emerging Market
DIVERSIFIED EMERGING MKTS USEMX usaa emerging mkts fund 86% 3 60 0 1.47% 1.96%
DIVERSIFIED EMERGING MKTS FEMKX fidelity emerg mkts fund 83% 3 60 0 0.9% 1.18%
DIVERSIFIED EMERGING MKTS FEMKX fid emerging europe,middle east , and africa 83% 3 60 0 0.9% 1.18%
China Region FHKCX fid china region fund 67% 3 60 0 1.53% 1.83%
Latin America Stock FLATX fid latin america fund 57% 3 60 0 0.86% 4.82%
DIVERSIFIED EMERGING MKTS MMKBX msif emerging mkts p fund 55% 3 60 0 0.95% 2.32%
DIVERSIFIED EMERGING MKTS TEDMX franklin templeton dev mkts a fund 46% 3 60 0 1.63% 3.53%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX fid pacific basin fund 100% 3 60 0 1.12% 5.33%
WORLD STOCK FWWFX fid worldwide fund 99% 3 60 0 0.95% 1.07%
Foreign Large Value AAIPX abf intl equity pa fund 98% 3 60 0 1.97% 4.93%
Foreign Large Blend FDIVX fidelity diversified intl fund 98% 3 60 0 0.65% 4.34%
Foreign Large Growth JIGFX janus overseas i fund 97% 3 60 0 2.06% 1.44%
Foreign Large Blend ARTIX artisan intl fund 91% 3 60 0 0.97% 1.84%
Foreign Large Blend FIGRX fid intl discovery fund 90% 3 60 0 0.99% 1.95%
Foreign Large Blend FOSFX fid overseas fund 88% 3 60 0 0.95% 1.07%
JAPAN STOCK FJPNX fid japan fund 86% 3 60 0 1.13% 3.82%
Foreign Large Growth USIFX usaa international fund 85% 3 60 0 1.02% 1.97%
PACIFIC/ASIA EX-JAPAN STK FSEAX fid southeast asia fund 82% 3 60 0 1.18% 0.08%
Foreign Large Blend SCINX dws international s fund 81% 3 60 0 1.21% 3.71%
Foreign Large Growth FIVFX fid intl cap appreciation fund 77% 3 60 0 0.8% 0.42%
WORLD STOCK KGDIX dws global opps s fund 75% 3 60 0 1.12% 5.73%
Foreign Large Growth FIGFX fidelity intl growth 73% 3 60 0 0.89% 0.51%
Foreign Large Value FIVLX fid intl value 66% 3 60 0 1.55% 2.24%
EUROPE STOCK FIEUX fid europe fund 61% 3 60 0 0.76% 1.62%
JAPAN STOCK FJSCX fid japan smaller co fund 59% 3 60 0 0.91% 2.94%
WORLD STOCK TEDIX franklin global discovery z fund 58% 3 60 0 1.45% 7.4%
Foreign Large Blend FICDX fid canada fund 52% 3 60 0 0.86% 3.44%
Foreign Large Blend MSIBX msi active intl p fund 51% 3 60 0 0.85% 2.92%
EUROPE STOCK FNORX fidelity nordic fund 51% 3 60 0 0.94% 0.05%
Foreign Large Value FIVMX franklin foreign foreign a fund 44% 3 60 0 1.55% 1.97%
FOREIGN SMALL/MID GROWTH FOPAX franklin foreign sm co a fund 42% 3 60 0 1.08% 3.56%
WORLD STOCK JDWRX janus worldwide fund 34% 3 60 0 0.75% 4.56%
WORLD STOCK AGAAX aim gbl sm&mdcp gr a 0% 3 60 0 1.33% 9.66%
EUROPE STOCK FECAX fid europe cap app fund 0% 3 60 0 1.02% 1.85%
Others
Target Date 2016-2020 FFFDX fid freedom 2020 fund 98% 3 60 0 0.58% 2.73%
Target Date 2021-2025 VTTVX vanguard target ret 2025 fund 97% 3 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX vanguard target ret 2045 fund 97% 3 60 0 0.08% 2.48%
Consumer Staples FDFAX fid sel cons staples fund 97% 3 60 0 1.01% 5.5%
Retirement Income VTINX vanguard target ret inc fund 97% 3 60 0 0.08% 4.21%
Target Date 2031-2035 VTTHX vanguard target ret 2035 fund 96% 3 60 0 0.08% 2.65%
Industrials FSRFX fid sel transport fund 96% 3 60 0 0.76% 3.16%
Natural Resources FNARX fid sel natural res fund 96% 3 60 0 0.77% 1.53%
Target Date 2026-2030 FFFEX fid freedom 2030 fund 96% 3 60 0 0.66% 1.99%
Target Date 2036-2040 FFFFX fid freedom 2040 fund 95% 3 60 0 0.64% 1.87%
Target Date 2031-2035 FFTHX fid freedom 2035 fund 95% 3 60 0 0.7% 2%
Conservative Allocation FTANX fidelity asset manager 30% 95% 3 60 0 0.83% 2.78%
Conservative Allocation FASIX fid asset mgr 20% fund 94% 3 60 0 0.83% 3.1%
Target Date 2050+ FFFHX fid freedom 2050 fund 94% 3 60 0 0.75% 1.94%
Target Date 2000-2010 FFFCX fid freedom 2010 fund 92% 3 60 0 0.49% 2.78%
Moderate Allocation FPACX fpa crescent fund 92% 3 60 0 1.06% 3.02%
Moderate Allocation JBALX janus balanced fund 92% 3 60 0 0.7% 2.21%
Moderate Allocation OAKBX oakmark eq & inc i fund 91% 3 60 0 0.83% 3.13%
Target Date 2041-2045 FFFGX fid freedom 2045 fund 91% 3 60 0 0.75% 2.01%
Conservative Allocation VASIX vanguard ls income fund 91% 3 60 0 0.11% 3.39%
Aggressive Allocation VASGX vanguard ls growth fund 89% 3 60 0 0.14% 3.22%
Conservative Allocation VSCGX vanguard ls conservative growth fund 89% 3 60 0 0.12% 5.47%
Target Date 2000-2010 FFFVX fid freedom 2005 fund 87% 3 60 0 0.42% 2.96%
Aggressive Allocation FAMRX fid asset mgr 85% fund 85% 3 60 0 1.23% 1.44%
Moderate Allocation VSMGX vanguard ls moderate growth fund 84% 3 60 0 0.13% 4.19%
Moderate Allocation FBALX fid balanced fund 80% 3 60 0 0.5% 2.6%
EQUITY PRECIOUS METALS FSAGX fid sel gold fund 78% 3 60 0 0.77% 0.53%
Health FSMEX fid sel med eq and sys fund 77% 3 60 0 0.84% 2%
Convertibles FCVSX fid convertible sec fund 77% 3 60 0 1.04% 2.49%
Utilities FSUTX fid sel utilities gr fund 77% 3 60 0 0.74% 5.51%
Health FBIOX fid sel biotech fund 77% 3 60 0 0.72% 0.84%
Technology FSCSX fid sel software fund 77% 3 60 0 0.69% 11.6%
Industrials FSDAX fid sel defense fund 76% 3 60 0 0.75% 8.42%
Moderate Allocation FASMX fid asset manager 50% fund 76% 3 60 0 0.92% 2.35%
Moderate Allocation USCRX uuaa cornerstone fund 76% 3 60 0 1.18% 2.21%
MISCELLANEOUS SECTOR FSCHX fid sel chemical fund 76% 3 60 0 0.75% 10.85%
MISCELLANEOUS SECTOR FBSOX fid sel it services fund 75% 3 60 0 0.73% 11.2%
Target Date 2050+ VFIFX vanguard target ret 2050 fund 75% 3 60 0 0.08% 2.42%
Utilities FIUIX fid telecom & utilities fund 75% 3 60 0 0.73% 6.88%
Moderate Allocation FASGX fid asset mgr 70% fund 75% 3 60 0 0.97% 1.83%
Natural Resources FSDPX fid sel materials 75% 3 60 0 0.76% 4.89%
Health FPHAX fid sel pharmaceutical fund 75% 3 60 0 0.76% 4.63%
Consumer Discretionary FDLSX fid sel leisure fund 75% 3 60 0 0.74% 2.71%
Communications FWRLX fid sel wireless fund 75% 3 60 0 0.79% 6.47%
Technology FDCPX fid sel computers fund 75% 3 60 0 0.73% 1.38%
Communications FSTCX fid sel telecomm fund 74% 3 60 0 1.13% 2.87%
Health FSHCX fid sel medical del fund 74% 3 60 0 0.73% 4.16%
Equity Energy FSESX fid sel energy svcs fund 74% 3 60 0 0.91% 3.18%
Equity Energy FSNGX fid sel natural gas fund 74% 3 60 0 0.92% 3.25%
Industrials FCYIX fid sel industrials 74% 3 60 0 0.76% 6.02%
Health FSPHX fid sel healthcare fund 74% 3 60 0 0.69% 3.18%
MISCELLANEOUS SECTOR FSLEX fid sel environment fund 74% 3 60 0 0.79% 0.49%
Technology FSPTX fid sel technology fund 73% 3 60 0 0.7% 0%
Industrials FSAIX fid sel air transprt fund 73% 3 60 0 0.85% 19.53%
Consumer Discretionary FSRPX fidelity retire mkt fund 72% 3 60 0 0.72% 15.54%
MISCELLANEOUS SECTOR FSHOX fid sel constr/house fund 72% 3 60 0 0.77% 2.24%
Financial FSLBX fid sel brokerage fund 72% 3 60 0 0.75% 1.64%
Moderate Allocation FGTIX franklin templeton growth a fund 72% 3 60 0 0.89% 3.89%
Consumer Discretionary FSCPX fid sel consumer discr fund 72% 3 60 0 0.76% 2.95%
Communications FSDCX fid sel comm equip fund 71% 3 60 0 0.87% 12.72%
MISCELLANEOUS SECTOR FSAVX fid sel automotive fund 71% 3 60 0 0.89% 0.96%
Technology FSELX fid sel electronics fund 71% 3 60 0 0.69% 8.92%
Financial FSRBX fid sel banking fund 70% 3 60 0 0.75% 4.34%
Target Date 2036-2040 VFORX vanguard target ret 2040 fund 70% 3 60 0 0.08% 2.57%
Target Date 2026-2030 VTHRX vanguard target ret 2030 fund 70% 3 60 0 0.08% 2.76%
Financial FIDSX fid sel home finance fund 70% 3 60 0 0.75% 2.97%
Financial FIDSX fid sel financial fund 70% 3 60 0 0.75% 2.97%
Moderate Allocation FPUKX fid puritan fund k 69% 3 60 0 0.5% 5.81%
Moderate Allocation FSANX fidelity asset manager 60% 69% 3 60 0 1.24% 2.04%
Target Date 2016-2020 VTWNX vanguard target ret 2020 fund 66% 3 60 0 0.08% 6.24%
Moderate Allocation MBAAX msif balanced p fund 64% 3 60 0 0.72% 0%
Industrials FSCGX fid sel industrial equip 32% 3 60 0 0.84% 20.11%
Moderate Allocation CSIFX calvert sif balanced a fund 32% 3 60 0 1.67% 2.58%
Moderate Allocation FDYSX fidelity dynamc strategles 0% 3 60 0 1.08% 15.89%
Moderate Allocation AABNX abf balanced pa fund 0% 3 60 0 0.34% 6.07%
Conservative Allocation DGIIX drey lt growth & income inv 0% 3 60 0 1.39% 0%
Moderate Allocation BBLAX aim basic balanced a 0% 3 60 0 NA 1.12%
Target Date 2000-2010 VTENX vanguard target ret 2010 fund 0% 3 60 0 0.17% 7.48%
Target Date 2011-2015 VTXVX vanguard target ret 2015 fund 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTOVX vanguard target ret 2005 fund 0% 3 60 0 NA 2.94%
Target Date 2000-2010 FFFBX fid freedom 2000 fund 0% 3 60 0 0.44% 6.09%
World Allocation FGBLX fid global balanced fund 0% 3 60 0 1.06% 23.93%
US EQUITY
MID-CAP BLEND ARGFX ariel fund 100% 3 60 0 0.68% 5.33%
LARGE GROWTH PRGFX t. rowe price growth stock fund 100% 3 60 0 0% 3.93%
LARGE BLEND FDGFX fid dividend growth fund 99% 3 60 0 0.77% 3.85%
LARGE BLEND OAKMX oakmark fund i fund 99% 3 60 0 0.63% 1.23%
MID-CAP VALUE FDVLX fid value fund 99% 3 60 0 0.76% 4.27%
LARGE GROWTH FBGRX fid blue chip growth fund 99% 3 60 0 0.69% 1.18%
LARGE VALUE FEQIX fid equity income fund 98% 3 60 0 0.57% 4.84%
LARGE BLEND DSEFX domini social equity fund 98% 3 60 0 0.71% 1.15%
LARGE VALUE FEQTX fid equity income ii fund 97% 3 60 0 0.58% 5.61%
SMALL BLEND NBGEX nb guardian trust 96% 3 60 0 0.84% 3.26%
LARGE GROWTH FCNTX fid contrafund fund 96% 3 60 0 0.55% 3.75%
LARGE GROWTH FLCSX fid large cap stock fund 96% 3 60 0 0.76% 3.17%
LARGE BLEND FDEQX fid disciplined eqty fund 96% 3 60 0 0.37% 5.27%
LARGE BLEND FGRIX fid growth and income fund 95% 3 60 0 0.58% 4.26%
LARGE GROWTH FOCPX fid otc portfolio fund 94% 3 60 0 0.81% 0.07%
MID-CAP VALUE LAVLX lord abbett midcpval a fund 93% 3 60 0 0.86% 1.39%
Mid-Cap Growth JMGRX janus enterprise fund 93% 3 60 0 1.14% 7.72%
LARGE BLEND OAKLX oakmark select i fund 92% 3 60 0 0.98% 0.65%
LARGE GROWTH JAMRX janus research fund 91% 3 60 0 0.52% 3.46%
SMALL VALUE FCPVX fid small cap value 91% 3 60 0 1.5% 5.87%
SMALL BLEND FSCRX fid small cap discovery 90% 3 60 0 1.07% 5.07%
LARGE GROWTH FDGRX fid growth company fund 90% 3 60 0 0.79% 4.56%
Small Growth ALSRX alger small cap i fund 89% 3 60 0 1.73% 0%
MID-CAP VALUE JAMVX janus perkins mid cap value 89% 3 60 0 0.91% 3.98%
LARGE GROWTH FDSVX fid growth discovery fund 89% 3 60 0 0.68% 3.02%
LARGE GROWTH FTRNX fid trend tund 88% 3 60 0 0.58% 5.44%
LARGE GROWTH FTQGX fid focused stock fund 88% 3 60 0 0.47% 0.73%
SMALL BLEND LSSCX loomis sm cap value i fund 88% 3 60 0 1.4% 20.08%
Mid-Cap Growth ARTMX artisan mid cap inv fund 88% 3 60 0 0.96% 0%
LARGE BLEND FFNOX fid four in one idx 87% 3 60 0 0.11% 3.48%
Small Growth FCPGX fid small cap growth 87% 3 60 0 1.32% 0%
Mid-Cap Growth FMILX fidelity new millenium 87% 3 60 0 0.89% 4.35%
Mid-Cap Growth NBMTX nb mdcp grth trust 86% 3 60 0 1.31% 3.49%
MID-CAP BLEND FLVIX fid leveraged co. stk fund 86% 3 60 0 0.66% 4.69%
LARGE BLEND NBPTX nb partners trust fund 84% 3 60 0 0.51% 2.11%
LARGE GROWTH FNCMX fid nasdaq comp indx 84% 3 60 0 0.29% 0.82%
SMALL BLEND FSLCX fid small cap stock fund 82% 3 60 0 0.67% 0.02%
SMALL VALUE AVFIX abf small cap value 81% 3 60 0 1.28% 5.6%
Mid-Cap Growth MPEGX msif midcap growth i fund 80% 3 60 0 0.74% 0%
LARGE BLEND NBSTX nb socially resp tr fund 80% 3 60 0 1.3% 10.33%
LARGE BLEND FUSEX spartan intl index fund 79% 3 60 0 0.09% 1.68%
LARGE BLEND NBFCX nb focus trust fund 79% 3 60 0 1.12% 0.42%
LARGE BLEND SCDGX dws grth and income s fund 79% 3 60 0 1.59% 5.78%
LARGE BLEND VINIX vanguard inst index 78% 3 60 0 0.02% 3.37%
Mid-Cap Growth FMCSX fid mid cap stock fund 77% 3 60 0 0.75% 2.83%
MID-CAP VALUE FSMVX fid mid cap value 77% 3 60 0 1.08% 1.73%
Small Growth VEXRX vanguard explorer adm fund 76% 3 60 0 0.34% 1.01%
LARGE GROWTH FMAGX fidelity magellan fund 75% 3 60 0 0.52% 12.31%
LARGE VALUE ALVIX am cen lg co val inv fund 75% 3 60 0 0.63% 3.75%
LARGE VALUE FSLVX fid large cap value 74% 3 60 0 1.94% 4.36%
MID-CAP BLEND FSLSX fid value strategy fund 74% 3 60 0 1.15% 2.91%
LARGE VALUE UDPIX am cent ultra inv fund 74% 3 60 0 1.62% 1.15%
LARGE BLEND FSDIX fid strat div & inc 74% 3 60 0 0.68% 5.81%
LARGE GROWTH USAAX usaa growth fund 74% 3 60 0 0.82% 7.56%
LARGE GROWTH FDCAX fid cap appreciation 73% 3 60 0 0.83% 3.83%
Small Growth RHJSX rhj micro cap fund 73% 3 60 0 1.25% 21.99%
Mid-Cap Growth FDEGX fid growth strategles 72% 3 60 0 0.72% 0.06%
Small Growth SSDIX dws small cap growth n fund 71% 3 60 0 1.23% 0.85%
LARGE VALUE FBCVX fid blue chip value 71% 3 60 0 0.63% 3.86%
LARGE BLEND FGRTX fid mega cap stock fund 70% 3 60 0 0.51% 2.34%
Small Growth MSEIX managers special eq fund 70% 3 60 0 0.93% 0.34%
LARGE VALUE KDHIX dws strategic value is 70% 3 60 0 0.8% 6.36%
LARGE BLEND FFDKX fid fund k 68% 3 60 0 0.45% 2.86%
LARGE BLEND FVDFX fid value discovery 68% 3 60 0 0.8% 5.28%
LARGE GROWTH FSSKX fid stock selector fund 67% 3 60 0 0.66% 2.4%
LARGE VALUE USISX usaa income stock fund 67% 3 60 0 0.68% 6.26%
SMALL BLEND ASQIX am cent sm comp inv fund 63% 3 60 0 0.65% 0.52%
LARGE GROWTH JARTX janus adv forty s fund 63% 3 60 0 1.64% 10.18%
LARGE GROWTH ACARX alger cap apprec i fund 62% 3 60 0 0.85% 11.73%
MID-CAP BLEND FLPKX fid low priced stock k 61% 3 60 0 0.82% 17.28%
Small Growth FCDIX fid sm cap independ fund 60% 3 60 0 0.94% 0.28%
SMALL BLEND FSOPX fid sel intl sm cap opp 60% 3 60 0 0% 1.14%
LARGE GROWTH MSEGX msif capital growth p 57% 3 60 0 0.49% 0%
LARGE BLEND CHRRX aim charter inst fund 57% 3 60 0 0.92% 6.46%
LARGE VALUE DDFRX aim divsf divd inv fund 57% 3 60 0 0.73% 7.63%
SMALL VALUE PVADX allianz nfj smcpval ad fund 57% 3 60 0 0.89% 12.82%
LARGE VALUE ACGIX vk growth & income a fund 55% 3 60 0 0.53% 13.34%
Small Growth GTSIX aim sm cap grth inv fund 52% 3 60 0 0.91% 0%
LARGE GROWTH TGCNX tcw select equity n 51% 3 60 0 1.2% 16.71%
LARGE GROWTH CSIEX calvert intl equity a 50% 3 60 0 0.59% 1.97%
LARGE GROWTH CSIEX calvert sif equity a 50% 3 60 0 0.59% 1.97%
MID-CAP BLEND CAAPX ariel appreciation fund 46% 3 60 0 1.1% 6.59%
Mid-Cap Growth AGIRX alger midcap growth i fund 46% 3 60 0 1.88% 0%
Small Growth MSSMX msi sm co growth p fund 46% 3 60 0 2.1% 0%
LARGE VALUE TESIX franklin shares cl z fund 45% 3 60 0 1.25% 6.11%
Mid-Cap Growth FRSGX franklin smmidcap growth a fund 41% 3 60 0 0.85% 0%
Mid-Cap Growth BGRFX baron growth fund 40% 3 60 0 1.3% 1.88%
LARGE VALUE AWSHX af washington mutl a fund 39% 3 60 0 0.26% 6.64%
Mid-Cap Growth BARAX baron asset fund 35% 3 60 0 1.33% 3.82%
SMALL VALUE JISCX perkins small cap vi is 32% 3 60 0 1.36% 5.38%
SMALL BLEND CCVAX calvert cap acc a 30% 3 60 0 1.19% 0.13%
LARGE BLEND LMVFX legg mason value trust fi cl fund 25% 3 60 0 0.7% 10.61%
LARGE BLEND NGDLX nb genesis- inst cl 24% 3 60 0 1.17% 5.2%
LARGE GROWTH FFTYX fid fifty fund 20% 3 60 0 1.65% 4.08%
LARGE GROWTH FEXKX fid export & multi k 0% 3 60 0 0.74% 1.71%
LARGE BLEND FOTTX fid 130/30 large cap 0% 3 60 0 1.3% 0.85%
SMALL BLEND JCSIx jh small company i 0% 3 60 0 1.14% 17.23%
MID-CAP BLEND FMEIX fidelity mid cap enhanced index 0% 3 60 0 0.45% 4.2%
SMALL BLEND FCPEX fidelity small cap enhanced index 0% 3 60 0 0.55% 1.76%
LARGE VALUE FLVEX fidelity large cap value enhanced index 0% 3 60 0 0.39% 7.33%
LARGE BLEND FLCEX fidelity large cap core enhanced index 0% 3 60 0 0.39% 2.34%
LARGE BLEND OBFVX oldmut focused z 0% 3 60 0 NA 1.46%
Small Growth OSSCX oldmut strat small co z 0% 3 60 0 NA 1.77%
MID-CAP VALUE OTMIX oldmut tsw midcap value z 0% 3 60 0 NA 6.97%
SMALL BLEND RLPHX royce low pr stk inv fund 0% 3 60 0 1.26% 15.81%
Small Growth RSSGX rs smaller co growth a fund 0% 3 60 0 NA 0%
SMALL BLEND WFAGX credit suisse small cap core com fund 0% 3 60 0 1.15% 0.62%
LARGE VALUE WFGIX credit suisse large cap value a fund 0% 3 60 0 NA 0.87%
MID-CAP BLEND CUEGX credit suisse mid cap core com fund 0% 3 60 0 NA 0%
LARGE GROWTH CUCAX credit suisse lg cap grth com fund 0% 3 60 0 NA 0.76%
SMALL BLEND SSMVX wfa small cap val inv 0% 3 60 0 1.35% 16.46%
LARGE GROWTH STRFX wfa lg cap growth inv fund 0% 3 60 0 0.36% 4.45%
MID-CAP BLEND SOPFX wfa opprtunity inv fund 0% 3 60 0 1.33% 10.6%
Mid-Cap Growth STCSX wfa common stock z fund 0% 3 60 0 1.3% 11.1%
LARGE GROWTH SGROX wfa growth inv fund 0% 3 60 0 1.29% 14.19%
Mid-Cap Growth STDIX wfa discovery inv fund 0% 3 60 0 1.3% 7.88%
Mid-Cap Growth PMCGX allianz ccm mid cp adm fund 0% 3 60 0 NA 0%
LARGE GROWTH PICAX allianz ccm cap ap adm fund 0% 3 60 0 NA 1.28%
Small Growth TGSNX tcw sm cap growth n fund 0% 3 60 0 1.49% 0.12%
LARGE VALUE IVABX msif large cap rel val p 0% 3 60 0 NA 0.89%
LARGE VALUE MPVAX msif value p fund 0% 3 60 0 NA 1.16%
Small Growth CNVAX calvert newvis sm cp a fund 0% 3 60 0 NA 0%
LARGE GROWTH ALCGX abf large cap val inst 0% 3 60 0 NA 0%
MID-CAP BLEND FSEVX spartan extnd mkt index fun 0% 3 60 0 0.07% 4.47%
LARGE BLEND FSTVX spartan total mkt index fund 0% 3 60 0 0.04% 0%
LARGE GROWTH MEGHX msi intl equity p fund 0% 3 60 0 1.13% 1.3%
Mid-Cap Growth FRSRX drey mid-cap growth i 0% 3 60 0 1.23% 13.35%
Small Growth FDISX drey fndrs discvry f fund 0% 3 60 0 NA 0%
LARGE GROWTH FRMRX drey fndrs eq growth fund 0% 3 60 0 NA 0.54%
LARGE GROWTH LCGAX aim large cap grth a 0% 3 60 0 1.25% 4.1%
MID-CAP BLEND GTARX aim midcap core eq i fund 0% 3 60 0 1.48% 22.52%
LARGE BLEND GTVLX aim basic value a fund 0% 3 60 0 NA 0%
LARGE GROWTH CSTGX aim constellation a fund 0% 3 60 0 1.29% 0%
Mid-Cap Growth FIDYX aim dynamics inv fund 0% 3 60 0 1.11% 1.05%
LARGE GROWTH JAVLX janus twenty fund 0% 3 60 0 0.94% 2.5%
LARGE GROWTH JANSX janus fund 0% 3 60 0 0.9% 5.24%
Mid-Cap Growth FSMGX fid mid cap growth 0% 3 60 0 0.79% 0%
LARGE GROWTH FSLGX fid large cap growth 0% 3 60 0 0.88% 0.77%
LARGE GROWTH FDFFX fid independence fund 0% 3 60 0 0.85% 8.91%
FIXED INCOME
Intermediate-Term Bond JFLEX janus flexible bond fund 97% 3 60 0 0.7% 4.45%
Intermediate-Term Bond PTTRX pimco total return inst fund 97% 3 60 0 0.83% 4%
Intermediate Government FSTGX fid intm government fund 97% 3 60 0 0.45% 2.39%
Bank Loan FFRHX fid float rt hi inc 93% 3 60 0 1.03% 8.65%
High Yield Bond SPHIX fid high income fund 92% 3 60 0 1.16% 5.83%
High Yield Bond FAGIX fid capital and income fund 91% 3 60 0 0.93% 5.59%
Emerging Markets Bond FNMIX fid new markets inc. fund 89% 3 60 0 0.82% 5.76%
High Yield Bond FHIFX fid focused high inc fund 88% 3 60 0 0.75% 4.64%
Intermediate Government FGMNX fid ginnie mae fund 87% 3 60 0 0.45% 3.45%
Intermediate Government USGNX usaa gnma trust fund 85% 3 60 0 0.42% 3.03%
Intermediate-Term Bond FTBFX fid total bond 81% 3 60 0 0.5% 4.17%
Intermediate-Term Bond MGFIX managers bond fund 81% 3 60 0 0.68% 3.16%
Intermediate-Term Bond USAIX usaa income fund 80% 3 60 0 0.54% 3.94%
Intermediate-Term Bond FTHRX fid intermed bond fund 78% 3 60 0 0.45% 3.21%
Intermediate-Term Bond FMSFX fid mortgage sec 78% 3 60 0 0.45% 3.57%
WORLD BOND CGFIX aberdeen global fx inc is 76% 3 60 0 0.67% 9.59%
Intermediate-Term Bond FGBPX fidelity invst gr bd fund 76% 3 60 0 1.53% 3.69%
Multisector Bond FSICX fid strategic income fund 74% 3 60 0 0.7% 3.83%
WORLD BOND TPINX franklin templeton global bond a fund 73% 3 60 0 0.96% 4.08%
Intermediate-Term Bond NCRIX lb core bond nb inv fund 52% 3 60 0 1.54% 4.01%
High Yield Bond PHYAX pimco high yield adm fund 52% 3 60 0 0.66% 5.81%
Intermediate-Term Bond WAPIX west asset core fi fund 42% 3 60 0 0.42% 3.52%
Intermediate-Term Bond MFXAX msif cp fx inc p fund 36% 3 60 0 0.77% 4.12%
Intermediate Government STVSX wfa govt security inv fund 0% 3 60 0 0.89% 0.82%
LONG GOVERNMENT PLGBX pimco lt u.s. govt adm fund 0% 3 60 0 0.82% 6.8%
WORLD BOND PADMX pico glbbnd ad unhdgd fund 0% 3 60 0 0.57% 10.28%
Inflation-Protected Bond FINPX fid inflat prot bond fund 0% 3 60 0 0.45% 5.42%
Intermediate-Term Bond FBIDX fidelity u.s. bd index fund 0% 3 60 0 0.13% 2.54%
Average Expense Ratio: 0.84%
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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 3.6% 19.4% 7.5% 9.6% 6.8% 6.8%

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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 287 funds. It covers 5 major asset classes and 59 minor asset classes. The major asset classes it covers are Fixed Income, Emerging Market Equity, US Equity, Foreign Equity and REITs.

Sargent and Lundy LLC Savings Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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