MyPlanIQ 401k Investor DOW JONES 401K SAVINGS PLAN

DOW JONES 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSNX VANG REIT IDX INST
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
ROOT CASH FID INST MMKT
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050+ FDENX FID FREEDOM K 2055
FIXED INCOME
Inflation-Protected Bond VIPIX VANG INFL PROT INST
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS
US EQUITY
SMALL VALUE PSVIX ALLNZ NFJ SMCAPVAL I
LARGE VALUE MEIJX MFS VALUE R4
MID-CAP VALUE JMVAX PERKINS MID CP VAL I
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSNX VANG REIT IDX INST
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
ROOT CASH FID INST MMKT
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050+ FDENX FID FREEDOM K 2055
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
FIXED INCOME
Inflation-Protected Bond VIPIX VANG INFL PROT INST
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS
US EQUITY
SMALL VALUE PSVIX ALLNZ NFJ SMCAPVAL I
LARGE VALUE MEIJX MFS VALUE R4
MID-CAP VALUE JMVAX PERKINS MID CP VAL I
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I
Small Growth MSSGX MSIF SMALL CO GRTH I
LARGE GROWTH FGCKX FID GROWTH CO K
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FXSIX SPTN 500 INDEX INST
Total Available Funds: 26
  • 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
REAL ESTATE
REAL ESTATE VGSNX VANG REIT IDX INST 80% 1 60 0 0.12% 4.1%
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 1 60 0 0.99% 4.5%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 1 60 0 0.07% 2.62%
Others
ROOT CASH FID INST MMKT 0% 1 60 0 NA 4.14%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 1.34%
Target Date 2050+ FDENX FID FREEDOM K 2055 0% 1 60 0 0.05% 0%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 2.15%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 1.44%
FIXED INCOME
Inflation-Protected Bond VIPIX VANG INFL PROT INST 91% 1 60 0 0.1% 4.92%
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS 0% 1 60 0 0.03% 2.75%
US EQUITY
SMALL VALUE PSVIX ALLNZ NFJ SMCAPVAL I 93% 1 60 0 0.91% 1.89%
LARGE VALUE MEIJX MFS VALUE R4 90% 1 60 0 0.8% 8.61%
MID-CAP VALUE JMVAX PERKINS MID CP VAL I 90% 1 60 0 0.91% 1.13%
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I 80% 1 60 0 0.74% 0%
Small Growth MSSGX MSIF SMALL CO GRTH I 70% 1 60 0 2.1% 0%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 1 60 0 0.79% 4.92%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 1.17%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 1 60 0 0.04% 0%
Average Expense Ratio: 0.55%
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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% -4.3% 2.6% 2.9% 6.8% 5.5%

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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
The plan consists of 27 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.


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