MyPlanIQ 401k Investor National Telephone Cooperative Association (NTCA) Savings Plan

National Telephone Cooperative Association (NTCA) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRRAX DWS RREEF Real Estate Securities A
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend MAIIX Blackrock International Index Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Retirement Income FFFAX Fidelity Freedom Income
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
High Yield Bond PHIYX PIMCO High Yield Instl
SHORT GOVERNMENT STABLEVALUE Stable Value
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRRAX DWS RREEF Real Estate Securities A
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend MAIIX Blackrock International Index Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Moderate Allocation FPURX Fidelity Puritan
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
High Yield Bond PHIYX PIMCO High Yield Instl
SHORT GOVERNMENT STABLEVALUE Stable Value
US EQUITY
LARGE GROWTH IWF BlackRock Russell 1000 Growth Index
LARGE BLEND BEQGX American Century Equity Growth Inv
SMALL VALUE TASVX Target Small Capitalization Value T
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
LARGE VALUE FSLVX Fidelity Select Large Cap Value Retirement
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
Small Growth MRSCX Marshall Small-Cap Growth Y
SMALL BLEND LSSCX Loomis Sayles Small Cap Value Instl
Total Available Funds: 29
  • 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 RRRAX DWS RREEF Real Estate Securities A 50% 3 60 0 0.53% 2.55%
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets 82% 3 60 0 0.9% 0.62%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 3.72%
Foreign Large Blend MAIIX Blackrock International Index Fund 81% 3 60 0 0.34% 3.21%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 5.66%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 4.82%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 3.13%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 95% 3 60 0 0.66% 4.7%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 4.96%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 5.17%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 4.61%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 4.2%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 3.84%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 4.33%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 3.37%
Moderate Allocation FPURX Fidelity Puritan 81% 3 60 0 0.5% 10.75%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 6.09%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.65%
High Yield Bond PHIYX PIMCO High Yield Instl 72% 3 60 0 0.66% 6.32%
SHORT GOVERNMENT STABLEVALUE Stable Value 16% 0 60 0 NA 28.04%
US EQUITY
LARGE GROWTH IWF BlackRock Russell 1000 Growth Index 99% 3 60 0 0.19% 0.48%
LARGE BLEND BEQGX American Century Equity Growth Inv 96% 3 60 0 0.91% 0.54%
SMALL VALUE TASVX Target Small Capitalization Value T 90% 3 60 0 0.79% 1.66%
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv 79% 3 60 0 0.09% 1.67%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv 76% 3 60 0 0.1% 1.33%
LARGE VALUE FSLVX Fidelity Select Large Cap Value Retirement 73% 3 60 0 1.94% 10.44%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K 61% 3 60 0 0.82% 14.28%
Small Growth MRSCX Marshall Small-Cap Growth Y 0% 3 60 0 1.44% 0%
SMALL BLEND LSSCX Loomis Sayles Small Cap Value Instl 0% 3 60 0 1.4% 10.2%
Average Expense Ratio: 0.67%
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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 0.9% 16.6% 9.0% 10.8% 7.4% 9.4%

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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 to Create Model Portfolio

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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 0.1% 21.0% 11.6% 12.5% 7.5% 7.6%

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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 29 funds. It covers 5 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs and Fixed Income.

This plan is created upon a user's request. 



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