MyPlanIQ INSIGHT ENTERPRISES INC. 401K PLAN

INSIGHT ENTERPRISES INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Others
Moderate Allocation OAKBX OAKMARK EQ & INC I
Moderate Allocation PACLX TRP CAP APPREC ADV
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
Mid-Cap Growth TWHIX AM CENT HERITAGE INV
LARGE GROWTH FCNTX FID CONTRAFUND
MID-CAP VALUE ARTQX Artisan Partners Funds
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Others
Moderate Allocation OAKBX OAKMARK EQ & INC I
Moderate Allocation PACLX TRP CAP APPREC ADV
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
Mid-Cap Growth TWHIX AM CENT HERITAGE INV
LARGE GROWTH FCNTX FID CONTRAFUND
MID-CAP VALUE ARTQX Artisan Partners Funds
MID-CAP VALUE JMVAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class I Shares
MID-CAP BLEND PCBIX PIF MIDCAP BLEND I
Mid-Cap Growth ARTMX ARTISAN MID CAP INV
MID-CAP BLEND FLVCX FID LEVERGD CO STK
Small Growth NVSCX WFA SM CO GROWTH ADM
LARGE GROWTH FDCAX Fidelity Capital Trust: Fidelity Capital Appreciation Fund
SMALL BLEND FDSCX FID STK SEL SM CAP
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
LARGE BLEND FUSVX SPTN 500 INDEX ADV
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV
Total Available Funds: 18
  • 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 FID DIVERSIFD INTL 98% 3 60 0 0.65% 4.01%
Others
Moderate Allocation OAKBX OAKMARK EQ & INC I 91% 3 60 0 0.83% 2.3%
Moderate Allocation PACLX TRP CAP APPREC ADV 59% 3 60 0 0.98% 8.01%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM 66% 3 60 0 0.8% 4.94%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.84%
US EQUITY
Mid-Cap Growth TWHIX AM CENT HERITAGE INV 96% 3 60 0 0.01% 0%
LARGE GROWTH FCNTX FID CONTRAFUND 96% 3 60 0 0.55% 4.32%
MID-CAP VALUE ARTQX Artisan Partners Funds 91% 3 60 0 1.05% 17.63%
MID-CAP VALUE JMVAX Janus Investment Fund: Perkins Mid Cap Value Fund; Class I Shares 91% 3 60 0 0.91% 1.13%
MID-CAP BLEND PCBIX PIF MIDCAP BLEND I 90% 3 60 0 0.94% 2.51%
Mid-Cap Growth ARTMX ARTISAN MID CAP INV 88% 3 60 0 0.96% 0%
MID-CAP BLEND FLVCX FID LEVERGD CO STK 85% 3 60 0 0.74% 8.83%
Small Growth NVSCX WFA SM CO GROWTH ADM 75% 3 60 0 0.94% 5.63%
LARGE GROWTH FDCAX Fidelity Capital Trust: Fidelity Capital Appreciation Fund 73% 3 60 0 0.83% 3.39%
SMALL BLEND FDSCX FID STK SEL SM CAP 71% 3 60 0 1.46% 0.22%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 1.69%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 3 60 0 0.04% 1.84%
LARGE BLEND FSTVX SPTN TOT MKT IDX ADV 0% 3 60 0 0.04% 0%
Average Expense Ratio: 0.75%
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
Related Retirement Plans
INSIGHT ENTERPRISES, INC. 401(K) PLAN
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

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
The investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

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.