MyPlanIQ 401k Investor SciQuest Inc. 401k Plan

SciQuest Inc. 401k Plan

This Plan is unrated.
Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Growth AIIEX AIM International Growth A
WORLD STOCK OPPAX Oppenheimer Global A
Foreign Large Blend FAIDX Fidelity Advisor Intl Discovery A
Others
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 A
Technology FADTX Fidelity Advisor Technology A
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A
FIXED INCOME
Multisector Bond FSTAX Fidelity Advisor Strategic Income A
Intermediate-Term Bond FGBAX Fidelity Advisor Investment Gr Bd A
Intermediate Government FVIAX Fidelity Advisor Government Income A
Total Available Funds: 32
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Growth AIIEX AIM International Growth A
WORLD STOCK OPPAX Oppenheimer Global A
Foreign Large Blend FAIDX Fidelity Advisor Intl Discovery A
Foreign Large Blend FDVAX Fidelity Advisor Diversified Intl A
Others
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 A
Technology FADTX Fidelity Advisor Technology A
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A
Retirement Income FAFAX Fidelity Advisor Freedom Inc A
FIXED INCOME
Multisector Bond FSTAX Fidelity Advisor Strategic Income A
Intermediate-Term Bond FGBAX Fidelity Advisor Investment Gr Bd A
Intermediate Government FVIAX Fidelity Advisor Government Income A
US EQUITY
SMALL VALUE FCVAX Fidelity Advisor Small Cap Value A
LARGE BLEND CHTRX AIM Charter A
LARGE VALUE ACGIX Van Kampen Growth and Income A
Mid-Cap Growth FIIAX Fidelity Advisor Mid Cap II A
Small Growth FCAGX Fidelity Advisor Small Cap Growth A
LARGE GROWTH FNIAX Fidelity Advisor New Insights A
LARGE GROWTH FNIAX Fidelity Advisor New Insights A
LARGE BLEND VAFAX Van Kampen American Franchise A
Small Growth VASCX Van Kampen Small Cap Growth A
Mid-Cap Growth VGRAX Van Kampen Mid Cap Growth A
MID-CAP BLEND GTAGX AIM Mid Cap Core Equity A
LARGE VALUE OAEIX Oppenheimer Equity Income A
Total Available Funds: 32
  • 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 ODMAX Oppenheimer Developing Markets A 65% 3 60 0 0.84% 0.54%
INTERNATIONAL EQUITY
Foreign Large Growth AIIEX AIM International Growth A 52% 3 60 0 1.6% 1.6%
WORLD STOCK OPPAX Oppenheimer Global A 49% 3 60 0 1.31% 0%
Foreign Large Blend FAIDX Fidelity Advisor Intl Discovery A 49% 3 60 0 0.99% 1.62%
Foreign Large Blend FDVAX Fidelity Advisor Diversified Intl A 38% 3 60 0 0.91% 4.17%
Others
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 A 73% 3 60 0 1% 1.7%
Technology FADTX Fidelity Advisor Technology A 72% 3 60 0 1.21% 0%
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A 67% 3 60 0 1.25% 1.8%
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A 65% 3 60 0 0.96% 1.77%
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A 64% 3 60 0 0.49% 2.97%
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A 63% 3 60 0 1.62% 2.94%
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A 63% 3 60 0 1.54% 2.81%
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A 62% 3 60 0 1.47% 3.15%
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A 57% 3 60 0 0.66% 2.05%
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A 57% 3 60 0 1.75% 1.52%
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A 56% 3 60 0 0.51% 2.58%
Retirement Income FAFAX Fidelity Advisor Freedom Inc A 46% 3 60 0 1.47% 2.93%
FIXED INCOME
Multisector Bond FSTAX Fidelity Advisor Strategic Income A 67% 3 60 0 0.97% 3.08%
Intermediate-Term Bond FGBAX Fidelity Advisor Investment Gr Bd A 42% 3 60 0 0.49% 2.71%
Intermediate Government FVIAX Fidelity Advisor Government Income A 19% 3 60 0 0.76% 1.62%
US EQUITY
SMALL VALUE FCVAX Fidelity Advisor Small Cap Value A 63% 3 60 0 1.5% 4.03%
LARGE BLEND CHTRX AIM Charter A 58% 3 60 0 0.92% 0%
LARGE VALUE ACGIX Van Kampen Growth and Income A 55% 3 60 0 0.53% 1.34%
Mid-Cap Growth FIIAX Fidelity Advisor Mid Cap II A 53% 3 60 0 0.74% 0.21%
Small Growth FCAGX Fidelity Advisor Small Cap Growth A 50% 3 60 0 2.05% 0%
LARGE GROWTH FNIAX Fidelity Advisor New Insights A 48% 3 60 0 0.7% 6.28%
LARGE GROWTH FNIAX Fidelity Advisor New Insights A 48% 3 60 0 0.7% 6.28%
LARGE BLEND VAFAX Van Kampen American Franchise A 34% 3 60 0 0.69% 0%
Small Growth VASCX Van Kampen Small Cap Growth A 0% 3 60 0 1.33% 0%
Mid-Cap Growth VGRAX Van Kampen Mid Cap Growth A 0% 3 60 0 1.16% 0%
MID-CAP BLEND GTAGX AIM Mid Cap Core Equity A 0% 3 60 0 1.23% 0.32%
LARGE VALUE OAEIX Oppenheimer Equity Income A 0% 3 60 0 1.01% 2.59%
Average Expense Ratio: 1.09%
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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 0.6% 6.4% -0.2% 5.8% 4.1% 6.5%

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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(Ticker:)
The plan consists of 32 funds. It covers 4 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.

This plan is created based on a user's request.



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