MyPlanIQ 401k Investor LORAL SAVINGS PLAN

LORAL SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE MSUSX MSIF US REAL EST I
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKMARK INTL I
Foreign Large Growth JIGFX JANUS OVERSEAS I
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Moderate Allocation FBAKX FID BALANCED K
ROOT CASH FID US TREA MM
ROOT CASH FID RETIRE MMKT
FIXED INCOME
Intermediate-Term Bond FTHRX FID INTERMED BOND
High Yield Bond GSHIX GS HIGH YIELD INST
Intermediate-Term Bond MPFIX MSIF CP FX INC I
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE MSUSX MSIF US REAL EST I
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKMARK INTL I
Foreign Large Growth JIGFX JANUS OVERSEAS I
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Moderate Allocation FBAKX FID BALANCED K
ROOT CASH FID US TREA MM
ROOT CASH FID RETIRE 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
Intermediate-Term Bond FTHRX FID INTERMED BOND
High Yield Bond GSHIX GS HIGH YIELD INST
Intermediate-Term Bond MPFIX MSIF CP FX INC I
US EQUITY
Small Growth HSCYX HARTFORD SMALL CO Y
LARGE VALUE MALVX BLKRK LG CAP VAL I
LARGE VALUE AADEX ABF LG CAP VAL INST
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE BLEND HCAYX HARTFORD CAP APP Y
SMALL BLEND WFSVX WFA SM CAP VAL INST
SMALL BLEND VSISX VANG SM CAP IDX SIG
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FXSIX SPTN 500 INDEX INST
Mid-Cap Growth MCMFX MGRS/C MID CAP INST
LARGE GROWTH FDFKX FID INDEPENDENCE K
Total Available Funds: 34
  • 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 MSUSX MSIF US REAL EST I 70% 1 60 0 0.83% 2.33%
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FID EMERGING MKTS K 74% 1 60 0 0.9% 1.32%
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKMARK INTL I 100% 1 60 0 0.75% 1.85%
Foreign Large Growth JIGFX JANUS OVERSEAS I 97% 1 60 0 2.06% 1.44%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 1 60 0 0.07% 2.44%
Others
Moderate Allocation FBAKX FID BALANCED K 70% 1 60 0 0.5% 2.69%
ROOT CASH FID US TREA MM 0% 1 60 0 NA 2.66%
ROOT CASH FID RETIRE MMKT 0% 1 60 0 NA 2.66%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 3.89%
Target Date 2050+ FDENX FID FREEDOM K 2055 0% 1 60 0 0.05% 3.38%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 3.89%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 3.92%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 4.66%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 4.48%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 3.82%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 4.63%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 3.87%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 6.93%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 6.98%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 5.14%
FIXED INCOME
Intermediate-Term Bond FTHRX FID INTERMED BOND 78% 1 60 0 0.45% 3.21%
High Yield Bond GSHIX GS HIGH YIELD INST 73% 1 60 0 0.98% 6.38%
Intermediate-Term Bond MPFIX MSIF CP FX INC I 73% 1 60 0 0.77% 4.36%
US EQUITY
Small Growth HSCYX HARTFORD SMALL CO Y 84% 1 60 0 1.61% 0%
LARGE VALUE MALVX BLKRK LG CAP VAL I 83% 1 60 0 0.79% 3.12%
LARGE VALUE AADEX ABF LG CAP VAL INST 78% 1 60 0 0.94% 5.71%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 1 60 0 0.55% 3.9%
LARGE BLEND HCAYX HARTFORD CAP APP Y 46% 1 60 0 0.81% 0.46%
SMALL BLEND WFSVX WFA SM CAP VAL INST 0% 1 60 0 0.88% 33.33%
SMALL BLEND VSISX VANG SM CAP IDX SIG 0% 1 60 0 0.16% 1.34%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 4.47%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 1 60 0 0.04% 2.05%
Mid-Cap Growth MCMFX MGRS/C MID CAP INST 0% 1 60 0 0.72% 2.37%
LARGE GROWTH FDFKX FID INDEPENDENCE K 0% 1 60 0 0.77% 8.93%
Average Expense Ratio: 0.65%
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Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.0% 11.8% 2.2% 6.1% 5.0% 7.1%

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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 35 funds. It covers 5 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity, Fixed Income and REITs.


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