MyPlanIQ FTI CONSULTING INC. 401K PLAN

FTI CONSULTING INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FCPAX Fidelity Advisor Series VIII: Fidelity Advisor International Capital Appreciation Fund; Class A Shares
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund
SMALL BLEND DISSX Dreyfus Index Funds
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FCPAX Fidelity Advisor Series VIII: Fidelity Advisor International Capital Appreciation Fund; Class A Shares
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund
SMALL BLEND DISSX Dreyfus Index Funds
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares
Mid-Cap Growth KAUFX Federated Equity Funds: Federated Kaufmann Fund; Class R Shares
LARGE GROWTH MCGFX Aston Funds: ASTON/Montag & Caldwell Growth Fund; Class N Shares
Small Growth ALSAX Alger Funds: Alger Small Cap Growth Fund; Class A Shares
Mid-Cap Growth KAUAX Federated Equity Funds: Federated Kaufmann Fund; Class A Shares
LARGE GROWTH RGACX Growth Fund of America
SMALL BLEND ASQAX American Century Quantitative Equity Funds
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund
MID-CAP BLEND DSERX Dreyfus Stock Funds: Dreyfus Small Cap Equity Fund; Class I Shares
Total Available Funds: 12
  • 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 Growth FCPAX Fidelity Advisor Series VIII: Fidelity Advisor International Capital Appreciation Fund; Class A Shares 47% 3 60 0 1.24% 0.16%
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 8.07%
SMALL BLEND DISSX Dreyfus Index Funds 79% 3 60 0 0.5% 12.27%
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares 75% 3 60 0 1.83% 0%
Mid-Cap Growth KAUFX Federated Equity Funds: Federated Kaufmann Fund; Class R Shares 64% 3 60 0 2.51% 1.91%
LARGE GROWTH MCGFX Aston Funds: ASTON/Montag & Caldwell Growth Fund; Class N Shares 59% 3 60 0 0.91% 3.74%
Small Growth ALSAX Alger Funds: Alger Small Cap Growth Fund; Class A Shares 53% 3 60 0 0.84% 0%
Mid-Cap Growth KAUAX Federated Equity Funds: Federated Kaufmann Fund; Class A Shares 49% 3 60 0 2.51% 1.92%
LARGE GROWTH RGACX Growth Fund of America 37% 3 60 0 0.3% 0%
SMALL BLEND ASQAX American Century Quantitative Equity Funds 24% 3 60 0 0.65% 0.22%
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund 0% 3 60 0 0.51% 15.85%
MID-CAP BLEND DSERX Dreyfus Stock Funds: Dreyfus Small Cap Equity Fund; Class I Shares 0% 3 60 0 1.16% 11.7%
Average Expense Ratio: 1.23%
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Related Retirement Plans
FTI CONSULTING, INC. 401(K) PLAN
Model Portfolios

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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