MyPlanIQ 401k Investor PERKINELMER INC. SAVINGS PLAN

PERKINELMER INC. SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity Investments Fidelity International Discovery Fund
Others
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Investments Fidelity Freedom 2015 Fund
FIXED INCOME
Emerging Markets Bond EDD Morgan Stanley MSIF Emerging Markets Portfolio
Intermediate-Term Bond VFICX Western Asset Western Asset Core Plus Bond Portfolio FI
US EQUITY
LARGE VALUE FEQIX Fidelity Investments Fidelity Equity-Income Fund
SMALL BLEND NBGEX Neuberger & Berman Neuberger & Berman Genesis Fund
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contrafund
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity Investments Fidelity International Discovery Fund
Others
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Investments Fidelity Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Investments Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Investments Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Investments Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Investments Fidelity Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Investments Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Investments Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Investments Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Investments Fidelity Freedom 2005 Fund
ROOT CASH Money market substitute
FIXED INCOME
Emerging Markets Bond EDD Morgan Stanley MSIF Emerging Markets Portfolio
Intermediate-Term Bond VFICX Western Asset Western Asset Core Plus Bond Portfolio FI
US EQUITY
LARGE VALUE FEQIX Fidelity Investments Fidelity Equity-Income Fund
SMALL BLEND NBGEX Neuberger & Berman Neuberger & Berman Genesis Fund
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contrafund
LARGE BLEND VTSMX Fidelity Investments U.S. Equity Index Commingled Pool
LARGE GROWTH FDGRX Fidelity Investments Fidelity Growth Company Fund
Small Growth BSCFX Baron Funds Baron Small Cap Fund
Total Available Funds: 21
  • 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 FIGRX Fidelity Investments Fidelity International Discovery Fund 0% 3 60 0 NA NA
Others
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Investments Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Investments Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Investments Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Investments Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Investments Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Investments Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Investments Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Investments Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Investments Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 2.92%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
FIXED INCOME
Emerging Markets Bond EDD Morgan Stanley MSIF Emerging Markets Portfolio 100% 3 60 0 NA 7.19%
Intermediate-Term Bond VFICX Western Asset Western Asset Core Plus Bond Portfolio FI 99% 3 60 0 0.2% 4.04%
US EQUITY
LARGE VALUE FEQIX Fidelity Investments Fidelity Equity-Income Fund 98% 3 60 0 0.57% 1.67%
SMALL BLEND NBGEX Neuberger & Berman Neuberger & Berman Genesis Fund 96% 3 60 0 0.84% 0%
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE BLEND VTSMX Fidelity Investments U.S. Equity Index Commingled Pool 94% 3 60 0 0.03% 1.26%
LARGE GROWTH FDGRX Fidelity Investments Fidelity Growth Company Fund 90% 3 60 0 0.79% 4.95%
Small Growth BSCFX Baron Funds Baron Small Cap Fund 40% 3 60 0 1.31% 3.11%
Average Expense Ratio: 0.61%
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Related Retirement Plans
PERKINELMER, INC. EMPLOYEES RETIREMENT 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 2.2% 13.3% 2.8% 9.7% 6.6% 8.2%

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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:PKI)
The plan consists of 22 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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