MyPlanIQ 401k Investor Purdue University 403B Plan Fidelity Investments

Purdue University 403B Plan Fidelity Investments

Investment Menu Rating:

Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRIX Cohen & Steers Instl Realty Shares
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Instl
INTERNATIONAL EQUITY
Foreign Large Blend VFWSX Vanguard FTSE All-World ex-US Index Institutional
Foreign Large Blend AEGFX American Funds EuroPacific Gr F-1
WORLD STOCK RNPGX American Funds New Perspective R6
Others
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
High Yield Bond HYFAX Harbor High-Yield Bond Instl
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRIX Cohen & Steers Instl Realty Shares
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Instl
INTERNATIONAL EQUITY
Foreign Large Blend VFWSX Vanguard FTSE All-World ex-US Index Institutional
Foreign Large Blend AEGFX American Funds EuroPacific Gr F-1
WORLD STOCK RNPGX American Funds New Perspective R6
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Inv
Others
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
High Yield Bond HYFAX Harbor High-Yield Bond Instl
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investor
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv
LARGE VALUE DODGX Dodge & Cox Stock
MID-CAP BLEND CRIAX CRM Small/Mid Cap Value Inst
LARGE GROWTH POSKX PRIMECAP Odyssey Stock
Mid-Cap Growth WFDSX Wells Fargo Advantage Discovery Instl
LARGE GROWTH MIGNX MFS Massachusetts Investors Gr Stk R5
Total Available Funds: 18
  • 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 CSRIX Cohen & Steers Instl Realty Shares 79% 3 60 0 0.75% 2.26%
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Instl 91% 3 60 0 1.07% 2.97%
INTERNATIONAL EQUITY
Foreign Large Blend VFWSX Vanguard FTSE All-World ex-US Index Institutional 62% 3 60 0 0.08% 2.31%
Foreign Large Blend AEGFX American Funds EuroPacific Gr F-1 58% 3 60 0 0.9% 0.74%
WORLD STOCK RNPGX American Funds New Perspective R6 32% 3 60 0 1.47% 5.34%
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Inv 0% 3 60 0 0.2% 3.08%
Others
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor 72% 3 60 0 0.08% 2.24%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.3%
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm 91% 3 60 0 0.07% 2.94%
High Yield Bond HYFAX Harbor High-Yield Bond Instl 0% 3 60 0 0.9% 4.87%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal 0% 3 60 0 0.1% 2.71%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investor 97% 3 60 0 0.14% 1.25%
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv 97% 3 60 0 0.06% 1.16%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 7.45%
MID-CAP BLEND CRIAX CRM Small/Mid Cap Value Inst 89% 3 60 0 1.02% 0.46%
LARGE GROWTH POSKX PRIMECAP Odyssey Stock 84% 3 60 0 0.66% 0.94%
Mid-Cap Growth WFDSX Wells Fargo Advantage Discovery Instl 65% 3 60 0 0.88% 8.43%
LARGE GROWTH MIGNX MFS Massachusetts Investors Gr Stk R5 2% 3 60 0 0.71% 0.52%
Average Expense Ratio: 0.58%
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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 0.2% 7.0% 1.8% 5.9% 5.6% 6.6%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.2% 7.0% 0.7% 5.5% 5.4% 6.5%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% -1.8% -1.0% 4.1% 3.4% 4.5%

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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 19 funds. It covers 5 major asset classes and 14 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, REITs, Fixed Income and Emerging Market Equity.

This plan is based on the following info from a user:

Fidelity Investments

Purdue University 403B

Plan # 84808

 

VANG EXT MKT IDX SIG   VEXMX


VANG FTSE AW IDX INV   VFWIX


VANGUARD 500 IDX SIG   VFINX


VANG TOT BD MKT SIG     VBTSX


VANG INFL PROT ADM      VAIPX

PRMCP ODYSSEY STOCK   POSKX


DODGE & COX STOCK      DODGX


AF GRTH FUND AMER R6   RGAGX

 

CRM SMMIDCP VAL INST   CRIAX


WFA DISCOVERY INST     WFDSX


DODGE & COX INTL STK    VFWIX


AF EUROPAC GROWTH R6  AEGFX


LZRD EMRG MKTS EQ IS   LZEMX


AF NEW PERSPECT R6     RNPGX


C&S INST REALTY SHS   CSRIX

PIM TOTAL RT INST     PTTRX


HARBOR HIGH YLD BD I    HYFAX



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