MyPlanIQ 401k Investor KB Home 401(k) Savings Plan

KB Home 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TEDMX Franklin Templeton Investments Templeton Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds Harbor International
Foreign Large Blend FOSFX Fidelity Investments Fidelity Overseas
Others
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income
Natural Resources FNARX Fidelity Investments Fidelity Natural Resources
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Investments Fidelity Intermediate Bond
US EQUITY
LARGE BLEND FFIDX Fidelity Investments Fidelity Healthcare
LARGE VALUE FEQIX Fidelity Investments Fidelity Equity Income
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contrafund
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TEDMX Franklin Templeton Investments Templeton Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds Harbor International
Foreign Large Blend FOSFX Fidelity Investments Fidelity Overseas
Others
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income
Natural Resources FNARX Fidelity Investments Fidelity Natural Resources
Target Date 2026-2030 FFFEX Fidelity Investments Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Investments Fidelity Freedom 2040
Conservative Allocation FTANX Fidelity Investments Fidelity Asset Manager
Target Date 2000-2010 FFFCX Fidelity Investments Fidelity Freedom 2010
Utilities FSUTX Fidelity Investments Fidelity Utilities Growth
Industrials FCLIX Fidelity Investments Fidelity Industrials
Technology FSPTX Fidelity Investments Fidelity Technology
Consumer Discretionary FSCPX Fidelity Investments Fidelity Consumer Discretionary
Financial FIDSX Fidelity Investments Fidelity Financial
ROOT CASH Money market substitute
ROOT CASH Fidelity Investments Fidelity Retirement Money Market
Target Date 2000-2010 FFFBX Fidelity Investments Fidelity Freedom 2000
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Investments Fidelity Intermediate Bond
US EQUITY
LARGE BLEND FFIDX Fidelity Investments Fidelity Healthcare
LARGE VALUE FEQIX Fidelity Investments Fidelity Equity Income
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contrafund
SMALL BLEND ASCIX American Beacon American Beacon Small Cap Value
LARGE BLEND VLACX Dimension Capital Management Dimension US Large Cap Value
LARGE BLEND FUSEX Fidelity Investments Spartan US Equity Index
Small Growth MIMFX Managers Investment Group Managers Fremont Institutional Micro-Cap
LARGE GROWTH FMAGX Fidelity Investments Fidelity Magellan
LARGE GROWTH SHRAX Legg Mason Legg Mason Partners Aggressive Growth
MID-CAP BLEND FLPSX Fidelity Investments Fidelity Low-Priced Stock
Total Available Funds: 29
  • 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 TEDMX Franklin Templeton Investments Templeton Developing Markets A 46% 3 60 0 1.63% 2.01%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds Harbor International 99% 3 60 0 1.02% 3.34%
Foreign Large Blend FOSFX Fidelity Investments Fidelity Overseas 88% 3 60 0 0.95% 0.97%
Others
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom 2020 98% 3 60 0 0.58% 2.56%
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income 98% 3 60 0 0.42% 2.81%
Natural Resources FNARX Fidelity Investments Fidelity Natural Resources 96% 3 60 0 0.77% 1.23%
Target Date 2026-2030 FFFEX Fidelity Investments Fidelity Freedom 2030 96% 3 60 0 0.66% 1.8%
Target Date 2036-2040 FFFFX Fidelity Investments Fidelity Freedom 2040 95% 3 60 0 0.64% 1.6%
Conservative Allocation FTANX Fidelity Investments Fidelity Asset Manager 95% 3 60 0 0.83% 2.68%
Target Date 2000-2010 FFFCX Fidelity Investments Fidelity Freedom 2010 92% 3 60 0 0.49% 2.68%
Utilities FSUTX Fidelity Investments Fidelity Utilities Growth 77% 3 60 0 0.74% 5.2%
Industrials FCLIX Fidelity Investments Fidelity Industrials 74% 3 60 0 1.02% 7.08%
Technology FSPTX Fidelity Investments Fidelity Technology 73% 3 60 0 0.7% 0%
Consumer Discretionary FSCPX Fidelity Investments Fidelity Consumer Discretionary 72% 3 60 0 0.76% 2.33%
Financial FIDSX Fidelity Investments Fidelity Financial 70% 3 60 0 0.75% 2.26%
ROOT CASH Money market substitute 0% 1 60 0 NA 3.73%
ROOT CASH Fidelity Investments Fidelity Retirement Money Market 0% 3 60 0 NA 3.73%
Target Date 2000-2010 FFFBX Fidelity Investments Fidelity Freedom 2000 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Investments Fidelity Intermediate Bond 78% 3 60 0 0.45% 3.24%
US EQUITY
LARGE BLEND FFIDX Fidelity Investments Fidelity Healthcare 100% 3 60 0 0.46% 2.12%
LARGE VALUE FEQIX Fidelity Investments Fidelity Equity Income 98% 3 60 0 0.57% 4.3%
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contrafund 96% 3 60 0 0.55% 2.71%
SMALL BLEND ASCIX American Beacon American Beacon Small Cap Value 83% 3 60 0 0.26% 7.98%
LARGE BLEND VLACX Dimension Capital Management Dimension US Large Cap Value 81% 3 60 0 0.04% 1.24%
LARGE BLEND FUSEX Fidelity Investments Spartan US Equity Index 79% 3 60 0 0.09% 1.34%
Small Growth MIMFX Managers Investment Group Managers Fremont Institutional Micro-Cap 79% 3 60 0 1.15% 0.99%
LARGE GROWTH FMAGX Fidelity Investments Fidelity Magellan 75% 3 60 0 0.52% 10.19%
LARGE GROWTH SHRAX Legg Mason Legg Mason Partners Aggressive Growth 27% 3 60 0 1.24% 13.89%
MID-CAP BLEND FLPSX Fidelity Investments Fidelity Low-Priced Stock 1% 3 60 0 0.92% 17.04%
Average Expense Ratio: 0.69%
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Related Retirement Plans
KB HOME 401(K) SAVINGS PLAN
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 2.8% 18.1% 8.1% 6.9% 5.5% 7.8%

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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:KB)
The plan consists of 29 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.


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