MyPlanIQ 401k Investor Five9 Retirement 401K

Five9 Retirement 401K

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TEGRX Templeton Growth R
Foreign Large Growth JIGRX Janus Overseas S
Others
ROOT CASH SSgA Government Money Market
US EQUITY
Small Growth ALSRX Alger Small Cap Growth Institutional I
Mid-Cap Growth ALMRX Alger Mid Cap Growth Institutional I
LARGE BLEND SVSPX SSgA S&P MidCap Index
FIXED INCOME
High Yield Bond SGHSX DWS High Income Plus S
Intermediate-Term Bond PTTAX PIMCO Total Return A
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TEGRX Templeton Growth R
Foreign Large Growth JIGRX Janus Overseas S
Others
ROOT CASH SSgA Government Money Market
US EQUITY
Small Growth ALSRX Alger Small Cap Growth Institutional I
Mid-Cap Growth ALMRX Alger Mid Cap Growth Institutional I
LARGE BLEND SVSPX SSgA S&P MidCap Index
LARGE BLEND SVSPX SSgA S&P 500 Index
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A
LARGE GROWTH GSCGX Goldman Sachs Capital Growth A
LARGE VALUE CABDX AllianceBernstein Growth & Income A
LARGE BLEND FRDPX Franklin Rising Dividends A
SMALL BLEND SSCRX SSgA Russell Small Cap Index
LARGE GROWTH PCFAX Allianz CCM Capital Appreciation A
LARGE VALUE KDCAX DWS Large Cap Value A
FIXED INCOME
High Yield Bond SGHSX DWS High Income Plus S
Intermediate-Term Bond PTTAX PIMCO Total Return A
Total Available Funds: 16
  • 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
WORLD STOCK TEGRX Templeton Growth R 38% 3 60 0 0.79% 1.1%
Foreign Large Growth JIGRX Janus Overseas S 28% 3 60 0 2.06% 2.21%
Others
ROOT CASH SSgA Government Money Market 0% 0 60 0 NA 4.14%
US EQUITY
Small Growth ALSRX Alger Small Cap Growth Institutional I 89% 3 60 0 1.73% 0%
Mid-Cap Growth ALMRX Alger Mid Cap Growth Institutional I 78% 3 60 0 1.91% 0%
LARGE BLEND SVSPX SSgA S&P MidCap Index 75% 3 60 0 0.16% 8.53%
LARGE BLEND SVSPX SSgA S&P 500 Index 75% 3 60 0 0.16% 8.53%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A 56% 3 60 0 0.89% 16.12%
LARGE GROWTH GSCGX Goldman Sachs Capital Growth A 49% 3 60 0 0.79% 0.1%
LARGE VALUE CABDX AllianceBernstein Growth & Income A 37% 3 60 0 0.65% 6.65%
LARGE BLEND FRDPX Franklin Rising Dividends A 26% 3 60 0 0.59% 0.95%
SMALL BLEND SSCRX SSgA Russell Small Cap Index 0% 3 60 0 NA 0%
LARGE GROWTH PCFAX Allianz CCM Capital Appreciation A 0% 3 60 0 NA NA
LARGE VALUE KDCAX DWS Large Cap Value A 0% 3 60 0 1.02% 0%
FIXED INCOME
High Yield Bond SGHSX DWS High Income Plus S 86% 3 60 0 1.7% 5.81%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.84%
Average Expense Ratio: 1.09%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
FIVE9, INC.401(K) 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 2.9% 10.8% 1.3% 6.6% 4.7% 7.3%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 16 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

This plan is created upon a user's request Five9 (www.five9.com). 



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.