MyPlanIQ 401k Investor DreamWorks Animation SKG Inc 401K Plan

DreamWorks Animation SKG Inc 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FSIIX Spartan International Index
Others
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2050+ FFFHX Fidelity Freedom 2050
FIXED INCOME
Intermediate-Term Bond PTTPX PIMCO Total Return
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index
Intermediate Government DRGIX Vanguard Intermediate Term Treasury
US EQUITY
LARGE BLEND NBSRX Neuberger Berman Socially Responsive
SMALL BLEND ASCIX American Beacon Small Cap Value
LARGE GROWTH RGAFX American Funds Growth Fund of America
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FSIIX Spartan International Index
Others
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
ROOT CASH Fidelity Retirement Money Market
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
FIXED INCOME
Intermediate-Term Bond PTTPX PIMCO Total Return
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index
Intermediate Government DRGIX Vanguard Intermediate Term Treasury
US EQUITY
LARGE BLEND NBSRX Neuberger Berman Socially Responsive
SMALL BLEND ASCIX American Beacon Small Cap Value
LARGE GROWTH RGAFX American Funds Growth Fund of America
Mid-Cap Growth ARTMX Artisan Mid Cap Investment
SMALL BLEND FSLCX Fidelity Small Cap Stock
LARGE BLEND FSMAX Spartan US Equity Index
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
MID-CAP VALUE AACIX American Beacon Large Cap Value
Total Available Funds: 26
  • 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 78% 3 60 0 0.65% 1.59%
Foreign Large Blend FSIIX Spartan International Index 40% 3 60 0 0.17% 0%
Others
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 88% 3 60 0 0.75% 3.67%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 86% 3 60 0 0.64% 1.26%
Target Date 2050+ FFFHX Fidelity Freedom 2050 82% 3 60 0 0.75% 3.56%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 82% 3 60 0 0.7% 1.55%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 79% 3 60 0 0.66% 3.25%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 77% 3 60 0 0.34% 2.01%
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 60% 3 60 0 0.58% 3.41%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 52% 3 60 0 0.54% 3.2%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 36% 3 60 0 0.49% 3.21%
Retirement Income FFFAX Fidelity Freedom Income 26% 3 60 0 0.42% 2.89%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 21% 3 60 0 0.42% 2.92%
ROOT CASH Fidelity Retirement Money Market 0% 1 60 0 NA 4.14%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond PTTPX PIMCO Total Return 64% 3 60 0 0.8% 5.08%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index 51% 3 60 0 0.15% 3.27%
Intermediate Government DRGIX Vanguard Intermediate Term Treasury 0% 3 60 0 0.69% 0%
US EQUITY
LARGE BLEND NBSRX Neuberger Berman Socially Responsive 84% 3 60 0 1.06% 0.22%
SMALL BLEND ASCIX American Beacon Small Cap Value 84% 3 60 0 0.26% 7.33%
LARGE GROWTH RGAFX American Funds Growth Fund of America 52% 3 60 0 0.63% 0.75%
Mid-Cap Growth ARTMX Artisan Mid Cap Investment 36% 3 60 0 0.96% 0%
SMALL BLEND FSLCX Fidelity Small Cap Stock 28% 3 60 0 0.67% 0.02%
LARGE BLEND FSMAX Spartan US Equity Index 25% 3 60 0 0.03% 1.13%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 1.69%
MID-CAP VALUE AACIX American Beacon Large Cap Value 0% 3 60 0 1.17% 1.01%
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 -1.3% 0.1% 4.6% 4.8% 4.9%

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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 26 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.




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