MyPlanIQ BLUESCOPE STEEL EMPLOYEE SAVINGS TRUST (BEST)

BLUESCOPE STEEL EMPLOYEE SAVINGS TRUST (BEST)

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares
LARGE VALUE EILVX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class I Shares
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares
LARGE VALUE EILVX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class I Shares
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares
Mid-Cap Growth BARAX Baron Investment Funds Trust: Baron Asset Fund; Retail 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 Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 78% 3 60 0 0.65% 1.59%
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares 72% 3 60 0 0.99% 4.5%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 60% 3 60 0 0.58% 3.41%
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund 52% 3 60 0 0.54% 3.2%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 36% 3 60 0 0.49% 3.21%
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund 21% 3 60 0 0.42% 2.92%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 0%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 98% 3 60 0 0.55% 4.32%
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares 88% 3 60 0 1.31% 3.11%
LARGE VALUE EILVX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class I Shares 57% 3 60 0 0.77% 1.16%
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares 52% 3 60 0 1.27% 2.98%
Mid-Cap Growth BARAX Baron Investment Funds Trust: Baron Asset Fund; Retail Shares 26% 3 60 0 1.33% 3.55%
Average Expense Ratio: 0.78%
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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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