MyPlanIQ BROOKHAVEN SCIENCE ASSOCIATES LLC 401K PLAN

BROOKHAVEN SCIENCE ASSOCIATES LLC 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FOSFX Fidelity Investment Trust: Fidelity Overseas Fund
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2011-2015 TCLIX TIAA-CREF Funds: Lifecycle Funds 2015 Fund; Retirement Class Shares
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund
US EQUITY
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares
LARGE GROWTH FMAGX Fidelity Magellan Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FOSFX Fidelity Investment Trust: Fidelity Overseas Fund
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2011-2015 TCLIX TIAA-CREF Funds: Lifecycle Funds 2015 Fund; Retirement Class Shares
Target Date 2016-2020 TCLTX TIAA-CREF Funds: Lifecycle Funds 2020 Fund; Retirement Class Shares
Target Date 2031-2035 TCLRX TIAA-CREF Funds: Lifecycle Funds 2035 Fund; Retirement Class Shares
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2036-2040 TCLOX TIAA-CREF Funds: Lifecycle Funds 2040 Fund; Retirement Class Shares
Target Date 2000-2010 TCLEX TIAA-CREF Funds: Lifecycle Funds 2010 Fund; Retirement Class Shares
Target Date 2026-2030 TCLNX TIAA-CREF Funds: Lifecycle Funds 2030 Fund; Retirement Class Shares
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund
Target Date 2041-2045 TTFRX TIAA-CREF Funds: Lifecycle Funds 2045 Fund; Retirement Class Shares
Target Date 2021-2025 TLQRX TIAA-CREF Funds: Lifecycle Index 2025 Fund; Retirement Class Shares
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund
US EQUITY
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares
LARGE GROWTH FMAGX Fidelity Magellan Fund
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 FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 98% 3 60 0 0.65% 4.34%
Foreign Large Blend FOSFX Fidelity Investment Trust: Fidelity Overseas Fund 88% 3 60 0 0.95% 1.07%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 2.73%
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.86%
Target Date 2011-2015 TCLIX TIAA-CREF Funds: Lifecycle Funds 2015 Fund; Retirement Class Shares 96% 3 60 0 0.38% 2.69%
Target Date 2016-2020 TCLTX TIAA-CREF Funds: Lifecycle Funds 2020 Fund; Retirement Class Shares 94% 3 60 0 0.39% 2.49%
Target Date 2031-2035 TCLRX TIAA-CREF Funds: Lifecycle Funds 2035 Fund; Retirement Class Shares 92% 3 60 0 0.43% 1.73%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 2.78%
Target Date 2036-2040 TCLOX TIAA-CREF Funds: Lifecycle Funds 2040 Fund; Retirement Class Shares 91% 3 60 0 0.44% 1.5%
Target Date 2000-2010 TCLEX TIAA-CREF Funds: Lifecycle Funds 2010 Fund; Retirement Class Shares 90% 3 60 0 0.37% 3.04%
Target Date 2026-2030 TCLNX TIAA-CREF Funds: Lifecycle Funds 2030 Fund; Retirement Class Shares 88% 3 60 0 0.42% 1.97%
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund 82% 3 60 0 0.5% 5.72%
Target Date 2041-2045 TTFRX TIAA-CREF Funds: Lifecycle Funds 2045 Fund; Retirement Class Shares 71% 3 60 0 0.7% 2.09%
Target Date 2021-2025 TLQRX TIAA-CREF Funds: Lifecycle Index 2025 Fund; Retirement Class Shares 6% 3 60 0 0.2% 2.48%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund 78% 3 60 0 0.45% 3.21%
US EQUITY
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund 98% 3 60 0 0.57% 4.84%
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares 76% 3 60 0 0.45% 0.9%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 12.31%
Average Expense Ratio: 0.49%
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Related Retirement Plans
BROOKHAVEN SCIENCE ASSOCIATES, LLC RETIREMENT PLAN
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 1.1% 9.1% 3.1% 7.5% 5.1% 7.2%

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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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