MyPlanIQ 401k Investor Nypro 401(k) Savings Plan

Nypro 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 39
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund
Foreign Large Blend FOSFX Fidelity Overseas Fund R
Foreign Large Blend VDMIX Vanguard Developed Market Index
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund R
Retirement Income FFFAX Fidelity Freedom Income Fund R
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund R
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Inst
High Yield Bond SPHIX Fidelity High Income
High Yield Bond FAGIX Fidelity Capital & Income
Total Available Funds: 39
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund
Foreign Large Blend FOSFX Fidelity Overseas Fund R
Foreign Large Blend VDMIX Vanguard Developed Market Index
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund R
Retirement Income FFFAX Fidelity Freedom Income Fund R
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund R
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund R
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund R
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund R
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund R
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund R
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund R
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund R
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund R
Moderate Allocation FPURX Fidelity Puritan Fund R
Technology FSCSX Fidelity Select Software & Computer
Convertibles VCVSX Vanguard Convertible Securities
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund R
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Inst
High Yield Bond SPHIX Fidelity High Income
High Yield Bond FAGIX Fidelity Capital & Income
Inflation-Protected Bond VIPIX Vanguard Inflation Protected Secs
SHORT GOVERNMENT FFXSX Fidelity Institutional Short-Intermediate Government Fund
Intermediate-Term Bond FBNDX Fidelity Investment Grade
Emerging Markets Bond PLMIX Pimco Developing Local Markets Class A
WORLD BOND OIBAX Oppenheimer International Bond Class A
Long-Term Bond VBLLX Vanguard Long-Term Bond Index Port
Short-Term Bond PASHX T Rowe Price Short Term Bond
US EQUITY
LARGE BLEND FFIDX Fidelity Fund R
LARGE VALUE FEQIX Fidelity Equity Income Fund R
LARGE BLEND VFINX Vanguard 500 Index
MID-CAP BLEND VXF Vanguard Extended Market Index
LARGE GROWTH FDGRX Fidelity Growth Company Fund R
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Y
SMALL BLEND FSLCX Fidelity Small Cap Stock Fund R
MID-CAP VALUE JDPRX Perkins Mid Cap Value
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund R
MID-CAP VALUE HWMRX H & W Mid Cap Value Fund
SMALL BLEND RLPHX Royce Low Priced Stock Fund
Total Available Funds: 39
  • 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 FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 4.34%
Foreign Large Blend FOSFX Fidelity Overseas Fund R 88% 3 60 0 0.95% 1.07%
Foreign Large Blend VDMIX Vanguard Developed Market Index 0% 3 60 0 0.2% 2.88%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund R 98% 3 60 0 0.58% 2.73%
Retirement Income FFFAX Fidelity Freedom Income Fund R 98% 3 60 0 0.42% 2.86%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund R 98% 3 60 0 0.54% 2.69%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund R 96% 3 60 0 0.66% 1.99%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund R 95% 3 60 0 0.64% 1.87%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund R 95% 3 60 0 0.34% 2.19%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund R 95% 3 60 0 0.7% 2%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund R 94% 3 60 0 0.75% 1.94%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund R 92% 3 60 0 0.49% 2.78%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund R 91% 3 60 0 0.75% 2.01%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund R 87% 3 60 0 0.42% 2.96%
Moderate Allocation FPURX Fidelity Puritan Fund R 82% 3 60 0 0.5% 5.72%
Technology FSCSX Fidelity Select Software & Computer 77% 3 60 0 0.69% 11.6%
Convertibles VCVSX Vanguard Convertible Securities 0% 3 60 0 0.59% 0%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund R 0% 3 60 0 0.44% 6.09%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Inst 97% 3 60 0 0.83% 4%
High Yield Bond SPHIX Fidelity High Income 92% 3 60 0 1.16% 5.83%
High Yield Bond FAGIX Fidelity Capital & Income 91% 3 60 0 0.93% 5.59%
Inflation-Protected Bond VIPIX Vanguard Inflation Protected Secs 91% 3 60 0 0.1% 4%
SHORT GOVERNMENT FFXSX Fidelity Institutional Short-Intermediate Government Fund 87% 3 60 0 0.3% 2.4%
Intermediate-Term Bond FBNDX Fidelity Investment Grade 76% 3 60 0 0.76% 3.74%
Emerging Markets Bond PLMIX Pimco Developing Local Markets Class A 71% 3 60 0 0.96% 6.93%
WORLD BOND OIBAX Oppenheimer International Bond Class A 70% 3 60 0 0.71% 4.81%
Long-Term Bond VBLLX Vanguard Long-Term Bond Index Port 63% 3 60 0 0.04% 4.17%
Short-Term Bond PASHX T Rowe Price Short Term Bond 62% 3 60 0 0.33% 3.19%
US EQUITY
LARGE BLEND FFIDX Fidelity Fund R 100% 3 60 0 0.46% 2.77%
LARGE VALUE FEQIX Fidelity Equity Income Fund R 98% 3 60 0 0.57% 4.84%
LARGE BLEND VFINX Vanguard 500 Index 98% 3 60 0 0.14% 1.57%
MID-CAP BLEND VXF Vanguard Extended Market Index 94% 3 60 0 0.06% 1.54%
LARGE GROWTH FDGRX Fidelity Growth Company Fund R 90% 3 60 0 0.79% 4.56%
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Y 82% 3 60 0 1.57% 4.94%
SMALL BLEND FSLCX Fidelity Small Cap Stock Fund R 82% 3 60 0 0.67% 0.02%
MID-CAP VALUE JDPRX Perkins Mid Cap Value 27% 3 60 0 0.5% 9.15%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund R 1% 3 60 0 0.92% 17.18%
MID-CAP VALUE HWMRX H & W Mid Cap Value Fund 0% 3 60 0 1.58% 2.22%
SMALL BLEND RLPHX Royce Low Priced Stock Fund 0% 3 60 0 1.26% 15.81%
Average Expense Ratio: 0.64%
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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 1.6% 9.3% 1.9% 7.4% 4.8% 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(Ticker:)
The plan consists of 41 funds. It covers 3 major asset classes and 30 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Nypro 401(k) Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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