MyPlanIQ 401k Investor Savvis Communication 401K Fidelity

Savvis Communication 401K Fidelity

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Foreign Large Blend FSIIX SPTN INTL INDEX INV
Others
Moderate Allocation FBALX FIDELITY BALANCED
ROOT CASH FIDELITY MGD INC PORT II
Retirement Income FFKAX FIDELITY FREEDOM K INCOME
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RT INST
High Yield Bond SPHIX FIDELITY HIGH INCOME
Intermediate-Term Bond VBTSX GS MIDCAP VALUE INST
US EQUITY
LARGE GROWTH FCNTX FIDELITY CONTRAFUND
LARGE VALUE MADVX BLACKROCK EQUITY DIV I
SMALL VALUE NOSGX NORTHERN SM CAP VAL
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Foreign Large Blend FSIIX SPTN INTL INDEX INV
Others
Moderate Allocation FBALX FIDELITY BALANCED
ROOT CASH FIDELITY MGD INC PORT II
Retirement Income FFKAX FIDELITY FREEDOM K INCOME
Target Date 2050+ FFKHX FIDELITY FREEDOM K 2050
Target Date 2041-2045 FFKGX FIDELITY FREEDOM K 2045
Target Date 2036-2040 FFKFX FIDELITY FREEDOM K 2040
Target Date 2031-2035 FKTHX FIDELITY FREEDOM K 2035
Target Date 2026-2030 FFKEX FIDELITY FREEDOM K 2030
Target Date 2021-2025 FKTWX FIDELITY FREEDOM K 2025
Target Date 2016-2020 FFKDX FIDELITY FREEDOM K 2020
Target Date 2011-2015 FKVFX FIDELITY FREEDOM K 2015
Target Date 2000-2010 FFKCX FIDELITY FREEDOM K 2010
Target Date 2000-2010 FFKVX FIDELITY FREEDOM K 2005
Target Date 2000-2010 FFKBX FIDELITY FREEDOM K 2000
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RT INST
High Yield Bond SPHIX FIDELITY HIGH INCOME
Intermediate-Term Bond VBTSX GS MIDCAP VALUE INST
US EQUITY
LARGE GROWTH FCNTX FIDELITY CONTRAFUND
LARGE VALUE MADVX BLACKROCK EQUITY DIV I
SMALL VALUE NOSGX NORTHERN SM CAP VAL
MID-CAP VALUE GSMCX GS MIDCAP VALUE INST
LARGE BLEND FUSEX FIDELITY SPAETAN 500 INDEX INV
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV
Small Growth HSIIX EAGLE SM CAP GRTH I
Mid-Cap Growth BARAX BARON ASSET INST
Total Available Funds: 27
  • 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 FID DIVERSIFD INTL 98% 3 60 0 0.65% 1.59%
Foreign Large Blend FSIIX SPTN INTL INDEX INV 86% 3 60 0 0.17% 0%
Others
Moderate Allocation FBALX FIDELITY BALANCED 80% 3 60 0 0.5% 1.59%
ROOT CASH FIDELITY MGD INC PORT II 0% 0 60 0 NA 4.14%
Retirement Income FFKAX FIDELITY FREEDOM K INCOME 0% 3 60 0 0.39% 1.34%
Target Date 2050+ FFKHX FIDELITY FREEDOM K 2050 0% 3 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX FIDELITY FREEDOM K 2045 0% 3 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX FIDELITY FREEDOM K 2040 0% 3 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX FIDELITY FREEDOM K 2035 0% 3 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX FIDELITY FREEDOM K 2030 0% 3 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX FIDELITY FREEDOM K 2025 0% 3 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX FIDELITY FREEDOM K 2020 0% 3 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX FIDELITY FREEDOM K 2015 0% 3 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX FIDELITY FREEDOM K 2010 0% 3 60 0 0.5% 2.15%
Target Date 2000-2010 FFKVX FIDELITY FREEDOM K 2005 0% 3 60 0 0.46% 1.44%
Target Date 2000-2010 FFKBX FIDELITY FREEDOM K 2000 0% 3 60 0 0.39% 2.83%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RT INST 97% 3 60 0 0.83% 3.98%
High Yield Bond SPHIX FIDELITY HIGH INCOME 92% 3 60 0 1.16% 4.08%
Intermediate-Term Bond VBTSX GS MIDCAP VALUE INST 0% 3 60 0 0.1% 2.96%
US EQUITY
LARGE GROWTH FCNTX FIDELITY CONTRAFUND 96% 3 60 0 0.55% 4.32%
LARGE VALUE MADVX BLACKROCK EQUITY DIV I 91% 3 60 0 1% 7.21%
SMALL VALUE NOSGX NORTHERN SM CAP VAL 89% 3 60 0 1% 1.46%
MID-CAP VALUE GSMCX GS MIDCAP VALUE INST 83% 3 60 0 1.18% 0.85%
LARGE BLEND FUSEX FIDELITY SPAETAN 500 INDEX INV 79% 3 60 0 0.09% 1.79%
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV 75% 3 60 0 0.1% 0%
Small Growth HSIIX EAGLE SM CAP GRTH I 67% 3 60 0 0.71% 29.06%
Mid-Cap Growth BARAX BARON ASSET INST 35% 3 60 0 1.33% 3.55%
Average Expense Ratio: 0.61%
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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 5.5% 16.1% 3.0% 7.2% 5.6% 7.3%

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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 27 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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