MyPlanIQ ZAREMBA MANAGEMENT COMPANY 401K RETIREMENT SAVINGS PLAN

ZAREMBA MANAGEMENT COMPANY 401K RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX ARTISAN INTL
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2011-2015 FFVFX FID FREEDOM 2015
US EQUITY
LARGE BLEND FDGFX FID DIVIDEND GR
LARGE GROWTH RGAEX AF GRTH FUND AMER R4
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond DODIX DODGE & COX INCOME
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX ARTISAN INTL
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Target Date 2046-2050 FFFHX FID FREEDOM 2050
Target Date 2000-2010 FFFCX FID FREEDOM 2010
Target Date 2041-2045 FFFGX FID FREEDOM 2045
Target Date 2000-2010 FFFVX FID FREEDOM 2005
Target Date 2051+ FDEEX FID FREEDOM 2055
Target Date 2000-2010 FFFBX FID FREEDOM 2000
US EQUITY
LARGE BLEND FDGFX FID DIVIDEND GR
LARGE GROWTH RGAEX AF GRTH FUND AMER R4
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond DODIX DODGE & COX INCOME
Total Available Funds: 19
  • 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 ARTIX ARTISAN INTL 92% 3 60 0 0.97% 1.83%
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX FID FREEDOM INCOME 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX FID FREEDOM 2015 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX FID FREEDOM 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX FID FREEDOM 2040 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX FID FREEDOM 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX FID FREEDOM 2035 95% 3 60 0 0.7% 1.55%
Target Date 2046-2050 FFFHX FID FREEDOM 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX FID FREEDOM 2010 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX FID FREEDOM 2045 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX FID FREEDOM 2005 87% 3 60 0 0.42% 2.92%
Target Date 2051+ FDEEX FID FREEDOM 2055 74% 3 60 0 0.65% 2.66%
Target Date 2000-2010 FFFBX FID FREEDOM 2000 0% 3 60 0 0.44% 0%
US EQUITY
LARGE BLEND FDGFX FID DIVIDEND GR 99% 3 60 0 0.77% 1.31%
LARGE GROWTH RGAEX AF GRTH FUND AMER R4 40% 3 60 0 0.3% 0%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 3 60 0 0.07% 1.17%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond DODIX DODGE & COX INCOME 87% 3 60 0 0.33% 3.91%
Average Expense Ratio: 0.56%
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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*
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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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