MyPlanIQ 401k Investor Equitable Resources, Inc.SAVINGS AND PROTECTION PLAN

Equitable Resources, Inc.SAVINGS AND PROTECTION PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Fund Mutual fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund Mutual fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Mutual fund
Retirement Income FFFAX Fidelity Freedom Income Fund Mutual fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund Mutual fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Mutual fund
High Yield Bond PHIYX PIMCO High Yield Fund Mutual fund
US EQUITY
MID-CAP VALUE VMVIX GS Mid Cap Value A Mutual fund
LARGE GROWTH FCNTX Fidelity Contrafund Mutual fund
LARGE BLEND FSTMX Spartan Total Market Index Mutual fund
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Fund Mutual fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund Mutual fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Mutual fund
Retirement Income FFFAX Fidelity Freedom Income Fund Mutual fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund Mutual fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund Mutual fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund Mutual fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund Mutual fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund Mutual fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund Mutual fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund Mutual fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund Mutual fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund Mutual fund
Moderate Allocation FBALX Fidelity Balanced Fund Mutual fund
ROOT CASH Money market substitute
EQUITY WM AF Washington Mutual Investors Fund Mutual fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Mutual fund
High Yield Bond PHIYX PIMCO High Yield Fund Mutual fund
US EQUITY
MID-CAP VALUE VMVIX GS Mid Cap Value A Mutual fund
LARGE GROWTH FCNTX Fidelity Contrafund Mutual fund
LARGE BLEND FSTMX Spartan Total Market Index Mutual fund
SMALL VALUE AVFIX American Beacon Small-Cap Value Fund Mutual fund
Mid-Cap Growth ALMRX Alger Mid-Cap Growth Institutional Fund Mutual fund
LARGE GROWTH RGAFX AF Growth Fund of America Mutual fund
Small Growth FDSCX Fidelity Small-Cap Independent Fund Mutual fund
LARGE BLEND FUSVX Spartan US Equity Index Fund Mutual fund
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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Fund Mutual fund 89% 3 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund Mutual fund 98% 3 60 0 0.65% 1.59%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Mutual fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Fund Mutual fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund Mutual fund 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund Mutual fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund Mutual fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund Mutual fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund Mutual fund 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund Mutual fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund Mutual fund 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund Mutual fund 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund Mutual fund 87% 3 60 0 0.42% 2.92%
Moderate Allocation FBALX Fidelity Balanced Fund Mutual fund 80% 3 60 0 0.5% 1.59%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
EQUITY WM AF Washington Mutual Investors Fund Mutual fund 0% 3 60 0 NA 1.6%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Mutual fund 97% 3 60 0 0.83% 3.98%
High Yield Bond PHIYX PIMCO High Yield Fund Mutual fund 73% 3 60 0 0.66% 5.61%
US EQUITY
MID-CAP VALUE VMVIX GS Mid Cap Value A Mutual fund 97% 3 60 0 0.19% 2.11%
LARGE GROWTH FCNTX Fidelity Contrafund Mutual fund 96% 3 60 0 0.55% 4.32%
LARGE BLEND FSTMX Spartan Total Market Index Mutual fund 94% 3 60 0 0.09% 1.62%
SMALL VALUE AVFIX American Beacon Small-Cap Value Fund Mutual fund 81% 3 60 0 1.28% 15.5%
Mid-Cap Growth ALMRX Alger Mid-Cap Growth Institutional Fund Mutual fund 79% 3 60 0 1.91% 0%
LARGE GROWTH RGAFX AF Growth Fund of America Mutual fund 75% 3 60 0 0.63% 0.75%
Small Growth FDSCX Fidelity Small-Cap Independent Fund Mutual fund 70% 3 60 0 1.46% 0.22%
LARGE BLEND FUSVX Spartan US Equity Index Fund Mutual fund 0% 3 60 0 0.04% 1.84%
Average Expense Ratio: 0.66%
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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 0.1% 8.9% 1.0% 6.6% 5.0% 7.6%

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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:EQT)
The plan consists of 28 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.


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