MyPlanIQ 401k Investor DuPont 401(k) and Profit Sharing Plan

DuPont 401(k) and Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TEGRX Templeton Growth Fund Registered Investment Company,
WORLD STOCK TGESX Templeton Institutional Fund Registered Investment Company,
WORLD STOCK MAGGX Blackrock Global Growth Fund Class I Registered Investment Company,
Others
ROOT CASH Money market substitute
US EQUITY
LARGE GROWTH FCGAX Franklin Growth Fund Adv Class Registered Investment Company,
LARGE VALUE MABAX Blackrock Basic Value Fund Class I Registered Investment Company
LARGE BLEND MRFIX MFS Research Fund Registered Investment Company,
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TEGRX Templeton Growth Fund Registered Investment Company,
WORLD STOCK TGESX Templeton Institutional Fund Registered Investment Company,
WORLD STOCK MAGGX Blackrock Global Growth Fund Class I Registered Investment Company,
Foreign Large Value MAIVX Blackrock International Value Fund Class I Registered Investment Company,
Others
ROOT CASH Money market substitute
US EQUITY
LARGE GROWTH FCGAX Franklin Growth Fund Adv Class Registered Investment Company,
LARGE VALUE MABAX Blackrock Basic Value Fund Class I Registered Investment Company
LARGE BLEND MRFIX MFS Research Fund Registered Investment Company,
LARGE GROWTH MAFGX Blackrock Fundamental Growth Fund Class I Registered Investment Company,
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth Fund Adv Class,Registered Investment Company,
MID-CAP VALUE FBSAX Franklin Balance Sheet Investment Fund Adv Class Registered Investment Company
LARGE GROWTH CSITX AIM Constellation Fund Institutional Registered Investment Company,
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
WORLD STOCK TEGRX Templeton Growth Fund Registered Investment Company, 38% 3 60 0 0.79% 1.1%
WORLD STOCK TGESX Templeton Institutional Fund Registered Investment Company, 0% 3 60 0 0.85% 0.42%
WORLD STOCK MAGGX Blackrock Global Growth Fund Class I Registered Investment Company, 0% 3 60 0 NA NA
Foreign Large Value MAIVX Blackrock International Value Fund Class I Registered Investment Company, 0% 3 60 0 NA 0%
Others
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
US EQUITY
LARGE GROWTH FCGAX Franklin Growth Fund Adv Class Registered Investment Company, 92% 3 60 0 0.46% 0.12%
LARGE VALUE MABAX Blackrock Basic Value Fund Class I Registered Investment Company 86% 3 60 0 0.54% 4.93%
LARGE BLEND MRFIX MFS Research Fund Registered Investment Company, 85% 3 60 0 0.79% 6.78%
LARGE GROWTH MAFGX Blackrock Fundamental Growth Fund Class I Registered Investment Company, 83% 3 60 0 1.33% 3.35%
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth Fund Adv Class,Registered Investment Company, 73% 3 60 0 0.85% 0%
MID-CAP VALUE FBSAX Franklin Balance Sheet Investment Fund Adv Class Registered Investment Company 73% 3 60 0 1.15% 1.37%
LARGE GROWTH CSITX AIM Constellation Fund Institutional Registered Investment Company, 0% 3 60 0 0.75% 0%
Average Expense Ratio: 0.83%
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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 3.9% 12.5% 2.6% 5.4% 4.3% 6.4%

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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:DFT)
The plan consists of 13 funds. It covers 2 major asset classes and 8 minor asset classes. The major asset classes it covers are Foreign Equity and US Equity.

Warning: it appears that this plan does not have complete fund line up. We welcome this plan's participants to furnish complete investment options for this plan.



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