MyPlanIQ 401k Investor AMERICAN TOWER RETIREMENT SAVINGS PLAN

AMERICAN TOWER RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Investments Worldwide Fund
Foreign Large Growth FDIVX Fidelity Investments Diversified International
Others
Target Date 2016-2020 FFFDX Fidelity Investments Freedom 2020 Fund
Retirement Income FFFAX Fidelity Investments Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Investments Freedom 2015 Fund
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity Investments U.S. Bond Index Fund
US EQUITY
MID-CAP VALUE FDVLX Fidelity Investments Value Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Plan Ahead Fund
LARGE BLEND NYVTX Davis New York Venture Fund Class A
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Investments Worldwide Fund
Foreign Large Growth FDIVX Fidelity Investments Diversified International
Others
Target Date 2016-2020 FFFDX Fidelity Investments Freedom 2020 Fund
Retirement Income FFFAX Fidelity Investments Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Investments Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Investments Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Investments Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Investments Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Investments Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Investments Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Investments Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Investments Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Investments Freedom 2005 Fund
Moderate Allocation FPURX Fidelity Investments Puritan Fund
Moderate Allocation FBALX Fidelity Investments Balanced Fund
ROOT CASH Money market substitute
Target Date 2000-2010 FFFBX Fidelity Investments Freedom 2000 Fund
ROOT CASH Fidelity Investments Retirement Money Market Portfolio
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity Investments U.S. Bond Index Fund
US EQUITY
MID-CAP VALUE FDVLX Fidelity Investments Value Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Plan Ahead Fund
LARGE BLEND NYVTX Davis New York Venture Fund Class A
LARGE GROWTH FDGRX Fidelity Investments Growth Company Fund
Mid-Cap Growth FMCSX Fidelity Investments Mid-Cap Stock Fund
LARGE GROWTH FMAGX Fidelity Investments Magellan Fund
Small Growth BSCFX Baron Small Cap Fund
MID-CAP BLEND FLPSX Fidelity Investments Low-Priced Stock Fund
Total Available Funds: 27
  • 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
WORLD STOCK FWWFX Fidelity Investments Worldwide Fund 99% 3 60 0 0.95% 1.08%
Foreign Large Growth FDIVX Fidelity Investments Diversified International 98% 3 60 0 0.65% 4.44%
Others
Target Date 2016-2020 FFFDX Fidelity Investments Freedom 2020 Fund 98% 3 60 0 0.58% 4.06%
Retirement Income FFFAX Fidelity Investments Freedom Income Fund 98% 3 60 0 0.42% 3.12%
Target Date 2011-2015 FFVFX Fidelity Investments Freedom 2015 Fund 98% 3 60 0 0.54% 3.64%
Target Date 2026-2030 FFFEX Fidelity Investments Freedom 2030 Fund 96% 3 60 0 0.66% 2.53%
Target Date 2036-2040 FFFFX Fidelity Investments Freedom 2040 Fund 95% 3 60 0 0.64% 2.02%
Target Date 2021-2025 FFTWX Fidelity Investments Freedom 2025 Fund 95% 3 60 0 0.34% 3.03%
Target Date 2031-2035 FFTHX Fidelity Investments Freedom 2035 Fund 95% 3 60 0 0.7% 2.29%
Target Date 2050+ FFFHX Fidelity Investments Freedom 2050 Fund 94% 3 60 0 0.75% 1.48%
Target Date 2000-2010 FFFCX Fidelity Investments Freedom 2010 Fund 92% 3 60 0 0.49% 2.93%
Target Date 2041-2045 FFFGX Fidelity Investments Freedom 2045 Fund 91% 3 60 0 0.75% 1.47%
Target Date 2000-2010 FFFVX Fidelity Investments Freedom 2005 Fund 87% 3 60 0 0.42% 3.04%
Moderate Allocation FPURX Fidelity Investments Puritan Fund 82% 3 60 0 0.5% 5.77%
Moderate Allocation FBALX Fidelity Investments Balanced Fund 80% 3 60 0 0.5% 2.61%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.67%
Target Date 2000-2010 FFFBX Fidelity Investments Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
ROOT CASH Fidelity Investments Retirement Money Market Portfolio 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity Investments U.S. Bond Index Fund 0% 3 60 0 0.13% 2.54%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Investments Value Fund 99% 3 60 0 0.76% 4.3%
LARGE VALUE AAGPX American Beacon Large Cap Value Plan Ahead Fund 98% 3 60 0 0.94% 6.22%
LARGE BLEND NYVTX Davis New York Venture Fund Class A 92% 3 60 0 1.75% 8.81%
LARGE GROWTH FDGRX Fidelity Investments Growth Company Fund 90% 3 60 0 0.79% 4.49%
Mid-Cap Growth FMCSX Fidelity Investments Mid-Cap Stock Fund 77% 3 60 0 0.75% 2.88%
LARGE GROWTH FMAGX Fidelity Investments Magellan Fund 75% 3 60 0 0.52% 5.92%
Small Growth BSCFX Baron Small Cap Fund 39% 3 60 0 1.31% 3.59%
MID-CAP BLEND FLPSX Fidelity Investments Low-Priced Stock Fund 1% 3 60 0 0.92% 17.47%
Average Expense Ratio: 0.69%
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Related Retirement Plans
AMERICAN TOWER RETIREMENT SAVINGS 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 3.1% 13.0% 3.1% 7.4% 5.8% 8.0%

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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(Ticker:AMT)
The plan consists of 27 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
American Tower Corp. (Ticker:AMT) has the "AMERICAN TOWER RETIREMENT SAVINGS PLAN".


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