MyPlanIQ INTERTEK USA RETIREMENT SAVINGS PLAN

INTERTEK USA RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FID INTL DISCOVERY
Foreign Large Blend FIDKX FID INTL DISCOVERY K
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX FID FREEDOM 2040
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
LARGE GROWTH FBGRX FID BLUE CHIP GR
LARGE VALUE FEQIX FID EQUITY INC
LARGE VALUE PRFDX TRP EQUITY INCOME
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FID INTL DISCOVERY
Foreign Large Blend FIDKX FID INTL DISCOVERY K
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
LARGE GROWTH FBGRX FID BLUE CHIP GR
LARGE VALUE FEQIX FID EQUITY INC
LARGE VALUE PRFDX TRP EQUITY INCOME
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
LARGE VALUE GSFTX COL DIVIDEND INC Z 5
Mid-Cap Growth FMCSX FID MID CAP STOCK
LARGE GROWTH FBGKX FID BLUE CHIP GR K
Mid-Cap Growth FKMCX FID MID CAP STOCK K
Mid-Cap Growth BARAX Baron Investment Funds Trust: Baron Asset Fund; Retail Shares
Mid-Cap Growth BARIX BARON ASSET INST
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
LARGE BLEND FXSIX SPTN 500 INDEX INST
Total Available Funds: 22
  • 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 FIGRX FID INTL DISCOVERY 90% 3 60 0 0.99% 2.71%
Foreign Large Blend FIDKX FID INTL DISCOVERY K 71% 3 60 0 0.99% 2.83%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 5.64%
Target Date 2026-2030 FFFEX FID FREEDOM 2030 95% 3 60 0 0.66% 4.68%
Target Date 2036-2040 FFFFX FID FREEDOM 2040 95% 3 60 0 0.64% 4.92%
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund 81% 3 60 0 0.5% 10.68%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 3 60 0 0.54% 3.87%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 3 60 0 0.59% 3.82%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 96% 3 60 0 0.83% 4.3%
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 4.05%
US EQUITY
LARGE GROWTH FBGRX FID BLUE CHIP GR 99% 3 60 0 0.69% 6.03%
LARGE VALUE FEQIX FID EQUITY INC 98% 3 60 0 0.57% 5.21%
LARGE VALUE PRFDX TRP EQUITY INCOME 97% 3 60 0 1.23% 8.41%
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 3 60 0 0.52% 7.45%
LARGE VALUE GSFTX COL DIVIDEND INC Z 5 91% 3 60 0 1.16% 1.38%
Mid-Cap Growth FMCSX FID MID CAP STOCK 77% 3 60 0 0.75% 5.61%
LARGE GROWTH FBGKX FID BLUE CHIP GR K 68% 3 60 0 0.76% 6.08%
Mid-Cap Growth FKMCX FID MID CAP STOCK K 68% 3 60 0 0.85% 3.86%
Mid-Cap Growth BARAX Baron Investment Funds Trust: Baron Asset Fund; Retail Shares 35% 3 60 0 1.33% 17.59%
Mid-Cap Growth BARIX BARON ASSET INST 27% 3 60 0 1.04% 16.57%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 14.11%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 3 60 0 0.04% 2.05%
Average Expense Ratio: 0.77%
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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 2.6% 5.9% 7.0% 9.1% 6.6% 7.3%

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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 to Create Model Portfolio

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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
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