MyPlanIQ 401k Investor Paychex, Inc. 401(k)

Paychex, Inc. 401(k)

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX Fidelity American Funds EuroPacific Growth Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
Others
Target Date 2016-2020 FFFDX Fidelity Fidelity Freedom Funds 2020 Fund
Retirement Income FFFAX Fidelity Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Fidelity Freedom Funds 2015 Fund
FIXED INCOME
Short-Term Bond NSTRX Fidelity Columbia Short Term Bond Fund
Intermediate-Term Bond FBIDX Fidelity Fidelity U.S. Bond Index Fund
US EQUITY
LARGE VALUE ACGMX Fidelity Van Kampen Growth and Income Fund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund
SMALL BLEND DISSX Fidelity Dreyfus Small Cap Stock Fund
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX Fidelity American Funds EuroPacific Growth Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
Others
Target Date 2016-2020 FFFDX Fidelity Fidelity Freedom Funds 2020 Fund
Retirement Income FFFAX Fidelity Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Fidelity Freedom Funds 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Fidelity Freedom Funds 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Fidelity Freedom Funds 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Fidelity Freedom Funds 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Fidelity Freedom Funds 2035 Fund
Target Date 2050+ FFFHX Fidelity Fidelity Freedom Funds 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Fidelity Freedom Funds 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Fidelity Freedom Funds 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Fidelity Freedom Funds 2005 Fund
Moderate Allocation FBALX Fidelity Fidelity Balanced Fund
ROOT CASH Money market substitute
FIXED INCOME
Short-Term Bond NSTRX Fidelity Columbia Short Term Bond Fund
Intermediate-Term Bond FBIDX Fidelity Fidelity U.S. Bond Index Fund
US EQUITY
LARGE VALUE ACGMX Fidelity Van Kampen Growth and Income Fund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund
SMALL BLEND DISSX Fidelity Dreyfus Small Cap Stock Fund
LARGE GROWTH RGAFX Fidelity American Funds Growth Fund of America
MID-CAP BLEND VSPIX Fidelity Victory Special Value Fund
LARGE BLEND FSTVX Fidelity Spartan Total Market Index Fund
SMALL BLEND OPMBX Fidelity Oppenheimer Main Street Small Cap Fund
MID-CAP BLEND PESPX Fidelity Dreyfus Mid Cap Index Fund
Total Available Funds: 25
  • 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 CEUFX Fidelity American Funds EuroPacific Growth Fund 94% 3 60 0 0.9% 3.89%
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund 86% 3 60 0 0.17% 0%
Others
Target Date 2016-2020 FFFDX Fidelity Fidelity Freedom Funds 2020 Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Fidelity Freedom Funds 2015 Fund 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Fidelity Freedom Funds 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Fidelity Freedom Funds 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Fidelity Freedom Funds 2025 Fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Fidelity Freedom Funds 2035 Fund 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Fidelity Freedom Funds 2050 Fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Fidelity Freedom Funds 2010 Fund 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Fidelity Freedom Funds 2045 Fund 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Fidelity Freedom Funds 2005 Fund 87% 3 60 0 0.42% 2.92%
Moderate Allocation FBALX Fidelity Fidelity Balanced Fund 80% 3 60 0 0.5% 1.59%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
FIXED INCOME
Short-Term Bond NSTRX Fidelity Columbia Short Term Bond Fund 58% 3 60 0 0.96% 3.78%
Intermediate-Term Bond FBIDX Fidelity Fidelity U.S. Bond Index Fund 0% 3 60 0 0.13% 2.67%
US EQUITY
LARGE VALUE ACGMX Fidelity Van Kampen Growth and Income Fund 81% 3 60 0 0.79% 1.73%
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.79%
SMALL BLEND DISSX Fidelity Dreyfus Small Cap Stock Fund 79% 3 60 0 0.5% 12.27%
LARGE GROWTH RGAFX Fidelity American Funds Growth Fund of America 75% 3 60 0 0.63% 0.75%
MID-CAP BLEND VSPIX Fidelity Victory Special Value Fund 54% 3 60 0 1.15% 9.5%
LARGE BLEND FSTVX Fidelity Spartan Total Market Index Fund 0% 3 60 0 0.04% 0%
SMALL BLEND OPMBX Fidelity Oppenheimer Main Street Small Cap Fund 0% 3 60 0 2.04% 16.91%
MID-CAP BLEND PESPX Fidelity Dreyfus Mid Cap Index Fund 0% 3 60 0 0.51% 15.85%
Average Expense Ratio: 0.61%
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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 0.9% 8.8% 2.5% 6.3% 5.0% 5.9%

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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:PAYX)
The plan consists of 27 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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