MyPlanIQ 401k Investor Capital One Financial Corporation 401K Plan Fidelity

Capital One Financial Corporation 401K Plan Fidelity

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Market
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stocks
Foreign Large Blend BDOAX BlackRock MSCI ACWI ex-U.S. IMI Index Fund M
WORLD STOCK VTWSX Vanguard Total World Stock Index Inv
Others
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Institutional
Moderate Allocation DODBX Dodge & Cox Balanced
Retirement Income STLAX BlackRock LifePath Retirement
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst
SHORT GOVERNMENT STABLEVALUE STABLE VALUE
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Market
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stocks
Foreign Large Blend BDOAX BlackRock MSCI ACWI ex-U.S. IMI Index Fund M
WORLD STOCK VTWSX Vanguard Total World Stock Index Inv
Others
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Institutional
Moderate Allocation DODBX Dodge & Cox Balanced
Retirement Income STLAX BlackRock LifePath Retirement
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Institutional
Target Date 2050+ LPVIX BlackRock LifePath 2055 Institutional
Target Date 2050+ STLFX BlackRock LifePath 2050 Institutional
Target Date 2021-2025 LPBIX BlackRock LifePath 2025 Institutional
Target Date 2041-2045 LPHIX BlackRock LifePath 2045 Institutional
Target Date 2031-2035 LPJIX BlackRock LifePath 2035 Institutional
Target Date 2031-2035 LPJIX BlackRock LifePath 2015 Institutional
Target Date 2016-2020 STLCX BlackRock LifePath 2020 Institutional
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst
SHORT GOVERNMENT STABLEVALUE STABLE VALUE
US EQUITY
Mid-Cap Growth HMDYX Hartford Midcap Y
SMALL VALUE NOSGX Northern Small Cap Value
Small Growth HIASX Hartford Small Company HLS
LARGE VALUE TILCX T. Rowe Price Instl Large Cap Value
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth
LARGE GROWTH FCAKX Fidelity Capital Appreciation K
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
Total Available Funds: 24
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Market 91% 3 60 0 1.07% 4.97%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stocks 99% 3 60 0 0.52% 2.33%
Foreign Large Blend BDOAX BlackRock MSCI ACWI ex-U.S. IMI Index Fund M 27% 3 60 0 0.1% 2.81%
WORLD STOCK VTWSX Vanguard Total World Stock Index Inv 0% 3 60 0 0.17% 2.2%
Others
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Institutional 94% 3 60 0 0.34% 3.1%
Moderate Allocation DODBX Dodge & Cox Balanced 93% 3 60 0 0.42% 2.56%
Retirement Income STLAX BlackRock LifePath Retirement 92% 3 60 0 0.84% 3.62%
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Institutional 92% 3 60 0 1.04% 3.18%
Target Date 2050+ LPVIX BlackRock LifePath 2055 Institutional 85% 3 60 0 0.59% 1.16%
Target Date 2050+ STLFX BlackRock LifePath 2050 Institutional 81% 3 60 0 0.34% 1.14%
Target Date 2021-2025 LPBIX BlackRock LifePath 2025 Institutional 56% 3 60 0 0.59% 1.83%
Target Date 2041-2045 LPHIX BlackRock LifePath 2045 Institutional 54% 3 60 0 0.34% 1.27%
Target Date 2031-2035 LPJIX BlackRock LifePath 2035 Institutional 53% 3 60 0 0.34% 1.5%
Target Date 2031-2035 LPJIX BlackRock LifePath 2015 Institutional 53% 3 60 0 0.34% 1.5%
Target Date 2016-2020 STLCX BlackRock LifePath 2020 Institutional 0% 3 60 0 0.67% 1.74%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE STABLE VALUE 16% 3 60 0 NA 27.03%
US EQUITY
Mid-Cap Growth HMDYX Hartford Midcap Y 91% 3 60 0 0.86% 1.76%
SMALL VALUE NOSGX Northern Small Cap Value 89% 3 60 0 1% 1.46%
Small Growth HIASX Hartford Small Company HLS 88% 3 60 0 1.04% 0%
LARGE VALUE TILCX T. Rowe Price Instl Large Cap Value 82% 3 60 0 0.56% 8.52%
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth 77% 3 60 0 0.7% 2.07%
LARGE GROWTH FCAKX Fidelity Capital Appreciation K 68% 3 60 0 0.83% 3.45%
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl 4% 3 60 0 0.02% 1.04%
Average Expense Ratio: 0.6%
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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 11.2% 14.2% 6.8% 5.0% 5.9% 6.3%

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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:COF)
The plan consists of 34 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity and Fixed Income.

This plan is the Capital One's 401K plan on Fidelity.



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