MyPlanIQ PERDUE SAVINGS PLAN

PERDUE SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 8
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity Investment Trust: Fidelity International Discovery Fund
Foreign Large Blend FIDKX Fidelity Investment Trust: Fidelity International Discovery Fund; Class K Shares
Others
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE GSLAX Goldman Sachs Trust: Goldman Sachs Large Cap Value Fund; Class A Shares
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund
Total Available Funds: 8
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity Investment Trust: Fidelity International Discovery Fund
Foreign Large Blend FIDKX Fidelity Investment Trust: Fidelity International Discovery Fund; Class K Shares
Others
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE GSLAX Goldman Sachs Trust: Goldman Sachs Large Cap Value Fund; Class A Shares
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund
Total Available Funds: 8
  • 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 Investment Trust: Fidelity International Discovery Fund 90% 3 60 0 0.99% 1.96%
Foreign Large Blend FIDKX Fidelity Investment Trust: Fidelity International Discovery Fund; Class K Shares 72% 3 60 0 0.99% 2.07%
Others
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund 82% 3 60 0 0.5% 4.31%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 4.94%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE VALUE GSLAX Goldman Sachs Trust: Goldman Sachs Large Cap Value Fund; Class A Shares 93% 3 60 0 1.29% 4.94%
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund 82% 3 60 0 0.67% 0.02%
Average Expense Ratio: 0.83%
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Related Retirement Plans
THE PERDUE SAVINGS PLAN
Model Portfolios

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
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