MyPlanIQ 401k Investor AMERISOURCEBERGEN EMPLOYEE INVESTMENT PLAN

AMERISOURCEBERGEN EMPLOYEE INVESTMENT PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund Registered Investment Company
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Registered Investment Company
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund Registered Investment Company
Retirement Income FFFAX Fidelity Freedom Income Fund Registered Investment Company
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund — Institutional Class Registered Investment Company
US EQUITY
LARGE VALUE PNEAX Allianz NFJ Dividend Value Fund — Institutional Class Registered Investment Company
MID-CAP BLEND RSVAX RS Value Fund — Class A Shares Registered Investment Company
LARGE GROWTH FDGRX Fidelity Growth Company Fund Registered Investment Company
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund Registered Investment Company
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Registered Investment Company
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund Registered Investment Company
Retirement Income FFFAX Fidelity Freedom Income Fund Registered Investment Company
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund Registered Investment Company
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund Registered Investment Company
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund Registered Investment Company
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund Registered Investment Company
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund Registered Investment Company
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund Registered Investment Company
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund Registered Investment Company
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund Registered Investment Company
ROOT CASH Money market substitute
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund Registered Investment Company
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund — Institutional Class Registered Investment Company
US EQUITY
LARGE VALUE PNEAX Allianz NFJ Dividend Value Fund — Institutional Class Registered Investment Company
MID-CAP BLEND RSVAX RS Value Fund — Class A Shares Registered Investment Company
LARGE GROWTH FDGRX Fidelity Growth Company Fund Registered Investment Company
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Fund — Class Y Registered Investment Company
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund Registered Investment Company
LARGE BLEND LMNVX Legg Mason Value Trust Inc. — Financial Intermediary Class Registered Investment Company
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity Fund Registered Investment Company
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund Registered Investment Company
SMALL BLEND MPSCX Morgan Stanley Institutional Fund Inc. Small Company Growth Portfolio — Class P Registered Investment Company
MID-CAP BLEND DPSRX Dreyfus Structured Mid-Cap Fund — Class I Registered Investment Company
Total Available Funds: 25
  • 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 FDIVX Fidelity Diversified International Fund Registered Investment Company 98% 3 60 0 0.65% 3.66%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Registered Investment Company 98% 3 60 0 0.58% 5.64%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund Registered Investment Company 98% 3 60 0 0.54% 4.81%
Retirement Income FFFAX Fidelity Freedom Income Fund Registered Investment Company 98% 3 60 0 0.42% 3.12%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund Registered Investment Company 95% 3 60 0 0.66% 4.68%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund Registered Investment Company 95% 3 60 0 0.64% 4.92%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund Registered Investment Company 95% 3 60 0 0.34% 5.15%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund Registered Investment Company 95% 3 60 0 0.7% 4.58%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund Registered Investment Company 94% 3 60 0 0.75% 4.17%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund Registered Investment Company 92% 3 60 0 0.49% 3.83%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund Registered Investment Company 91% 3 60 0 0.75% 4.29%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund Registered Investment Company 87% 3 60 0 0.42% 3.49%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.61%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund Registered Investment Company 0% 3 60 0 0.44% 6.09%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund — Institutional Class Registered Investment Company 96% 3 60 0 0.83% 4.3%
US EQUITY
LARGE VALUE PNEAX Allianz NFJ Dividend Value Fund — Institutional Class Registered Investment Company 92% 3 60 0 1.72% 1.48%
MID-CAP BLEND RSVAX RS Value Fund — Class A Shares Registered Investment Company 92% 3 60 0 1.3% 0.4%
LARGE GROWTH FDGRX Fidelity Growth Company Fund Registered Investment Company 90% 3 60 0 0.79% 8.73%
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Fund — Class Y Registered Investment Company 82% 3 60 0 1.57% 14.49%
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund Registered Investment Company 79% 3 60 0 0.09% 1.65%
LARGE BLEND LMNVX Legg Mason Value Trust Inc. — Financial Intermediary Class Registered Investment Company 66% 3 60 0 0.7% 0.75%
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity Fund Registered Investment Company 55% 3 60 0 0.26% 9.9%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund Registered Investment Company 1% 3 60 0 0.92% 14.11%
SMALL BLEND MPSCX Morgan Stanley Institutional Fund Inc. Small Company Growth Portfolio — Class P Registered Investment Company 0% 3 60 0 NA 0.35%
MID-CAP BLEND DPSRX Dreyfus Structured Mid-Cap Fund — Class I Registered Investment Company 0% 3 60 0 0.9% 26.27%
Average Expense Ratio: 0.72%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 1.4% 11.7% 3.9% 8.7% 5.6% 7.7%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 for Portfolio Details or Follow -0.3% 7.1% 2.5% 5.6% 4.0% 5.5%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:ABC)
The plan consists of 26 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.
AmerisourceBergen Corporation (Ticker:ABC) has the "AMERISOURCEBERGEN EMPLOYEE INVESTMENT PLAN".


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.