It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE,SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE,SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

Investment Menu Rating:

Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds American Funds Europacific Growth R4
Foreign Large Value MGIAX MFS MFS Value Fund A
US EQUITY
SMALL BLEND NAESX Vanguard Vanguard Small Cap Index Fund
MID-CAP BLEND VIMSX Vanguard Vanguard Mid-Cap Index Fund
Mid-Cap Growth TWHIX American Century American Century Heritage Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund (Adm)
Intermediate-Term Bond WOBDX JPMorgan JPMorgan Core Bond Fund Select
SHORT GOVERNMENT STABLEVALUE JPMorgan JPMorgan Stable Asset Income Fund S
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Moderate Allocation ONGFX JPMorgan JPMorgan Investor Growth Income Fund
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds American Funds Europacific Growth R4
Foreign Large Value MGIAX MFS MFS Value Fund A
US EQUITY
SMALL BLEND NAESX Vanguard Vanguard Small Cap Index Fund
MID-CAP BLEND VIMSX Vanguard Vanguard Mid-Cap Index Fund
Mid-Cap Growth TWHIX American Century American Century Heritage Fund
SMALL BLEND RTRRX Royce Royce Total Return Fund
MID-CAP VALUE JMVAX Janus Janus Adviser Perkins Mid Cap Val
LARGE BLEND HLEIX JPMorgan JPMorgan Equity Index Fund Select
LARGE BLEND ITHAX Hartford Hartford Cap app A
LARGE GROWTH RGAEX American Funds American Funds Growth Fnd of Amer R4
Small Growth LAUAX Columbia Columbia Acorn USA A
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund (Adm)
Intermediate-Term Bond WOBDX JPMorgan JPMorgan Core Bond Fund Select
SHORT GOVERNMENT STABLEVALUE JPMorgan JPMorgan Stable Asset Income Fund S
Total Available Funds: 20
  • 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
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 8.19%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 95% 3 60 0 0.66% 6.86%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 7.58%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 6.51%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 4.99%
Moderate Allocation ONGFX JPMorgan JPMorgan Investor Growth Income Fund 82% 3 60 0 1.48% 4.82%
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds American Funds Europacific Growth R4 57% 3 60 0 0.9% 14.03%
Foreign Large Value MGIAX MFS MFS Value Fund A 50% 3 60 0 0.61% 8.58%
US EQUITY
SMALL BLEND NAESX Vanguard Vanguard Small Cap Index Fund 99% 3 60 0 0.03% 1.38%
MID-CAP BLEND VIMSX Vanguard Vanguard Mid-Cap Index Fund 98% 3 60 0 0.04% 1.45%
Mid-Cap Growth TWHIX American Century American Century Heritage Fund 96% 3 60 0 0.01% 18.23%
SMALL BLEND RTRRX Royce Royce Total Return Fund 92% 3 60 0 1.95% 11.67%
MID-CAP VALUE JMVAX Janus Janus Adviser Perkins Mid Cap Val 90% 3 60 0 0.91% 9.81%
LARGE BLEND HLEIX JPMorgan JPMorgan Equity Index Fund Select 77% 3 60 0 0.2% 1.05%
LARGE BLEND ITHAX Hartford Hartford Cap app A 55% 3 60 0 0.79% 7.43%
LARGE GROWTH RGAEX American Funds American Funds Growth Fnd of Amer R4 39% 3 60 0 0.3% 11.15%
Small Growth LAUAX Columbia Columbia Acorn USA A 0% 3 60 0 1.08% 5.8%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund (Adm) 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond WOBDX JPMorgan JPMorgan Core Bond Fund Select 94% 3 60 0 1.1% 4.06%
SHORT GOVERNMENT STABLEVALUE JPMorgan JPMorgan Stable Asset Income Fund S 16% 3 60 0 NA 19.62%
Average Expense Ratio: 0.7%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.9% 22.6% 13.1% 10.8% 6.3% 6.6%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:FOR)
The plan consists of 20 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.