MyPlanIQ 401k Investor World Fuel Services Corporation 401(k) Profit Sharing Plan

World Fuel Services Corporation 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund
Others
Moderate Allocation FPURX Fidelity Puritan Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital and Income Fund
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company Fund
Mid-Cap Growth FAGKX Fidelity Aggressive Growth Fund
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund
Others
Moderate Allocation FPURX Fidelity Puritan Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital and Income Fund
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company Fund
Mid-Cap Growth FAGKX Fidelity Aggressive Growth Fund
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund
LARGE VALUE FEQTX Fidelity Equity-Income II Fund
LARGE GROWTH FDFFX Fidelity Independence Fund
LARGE BLEND ENDIX Fidelity Growth and Income Portfolio
Total Available Funds: 21
  • 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 78% 3 60 0 0.65% 1.59%
Others
Moderate Allocation FPURX Fidelity Puritan Fund 98% 3 60 0 0.5% 4.31%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 88% 3 60 0 0.75% 3.67%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 86% 3 60 0 0.64% 1.26%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 82% 3 60 0 0.75% 3.56%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 82% 3 60 0 0.7% 1.55%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 79% 3 60 0 0.66% 3.25%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 77% 3 60 0 0.34% 2.01%
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 60% 3 60 0 0.58% 3.41%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 52% 3 60 0 0.54% 3.2%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 36% 3 60 0 0.49% 3.21%
Retirement Income FFFAX Fidelity Freedom Income Fund 26% 3 60 0 0.42% 2.89%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 21% 3 60 0 0.42% 2.92%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 0%
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital and Income Fund 97% 3 60 0 0.93% 4.03%
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company Fund 93% 3 60 0 0.79% 4.95%
Mid-Cap Growth FAGKX Fidelity Aggressive Growth Fund 88% 3 60 0 0.72% 0%
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund 85% 3 60 0 0.09% 1.79%
LARGE VALUE FEQTX Fidelity Equity-Income II Fund 70% 3 60 0 0.58% 2.44%
LARGE GROWTH FDFFX Fidelity Independence Fund 0% 3 60 0 0.85% 0%
LARGE BLEND ENDIX Fidelity Growth and Income Portfolio 0% 3 60 0 NA NA
Average Expense Ratio: 0.59%
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Related Retirement Plans
WORLD FUEL SERVICES CORPORATION 401(K) PROFIT SHARING PLAN
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 1.8% 11.9% 5.3% 9.4% 6.1% 7.5%

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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 23 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

World Fuel Services Corporation 401(k) Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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