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MyPlanIQ 401k Investor COBHAM UNITED STATES 401K PLAN

COBHAM UNITED STATES 401K PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
COBHAM UNITED STATES 401(K) PLAN
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2046-2050 FFFHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
US EQUITY
SMALL VALUE PSVIX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate Government FGOVX Fidelity Income Fund: Fidelity Government Income Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2046-2050 FFFHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
US EQUITY
SMALL VALUE PSVIX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
MID-CAP BLEND FSEMX Fidelity Concord Street Trust: Spartan Extended Market Index Fund; Investor Class Shares
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
Small Growth AUSAX Columbia Acorn Trust: Columbia Acorn USA Fund; Class Z Shares
LARGE GROWTH MCFYX Managers Funds: Managers Cadence Capital Appreciation Fund; Service Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate Government FGOVX Fidelity Income Fund: Fidelity Government Income Fund
Total Available Funds: 17
  • 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 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 7.58%
Target Date 2046-2050 FFFHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 6.51%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 4.99%
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares 91% 3 60 0 0.83% 2.36%
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 7.11%
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 3.49%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares 94% 3 60 0 0.84% 13.89%
US EQUITY
SMALL VALUE PSVIX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares 93% 3 60 0 0.91% 3.49%
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares 86% 3 60 0 1.04% 12.37%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 77% 3 60 0 0.02% 3.02%
MID-CAP BLEND FSEMX Fidelity Concord Street Trust: Spartan Extended Market Index Fund; Investor Class Shares 76% 3 60 0 0.1% 1.42%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 13.03%
Small Growth AUSAX Columbia Acorn Trust: Columbia Acorn USA Fund; Class Z Shares 0% 3 60 0 1.08% 3.97%
LARGE GROWTH MCFYX Managers Funds: Managers Cadence Capital Appreciation Fund; Service Class Shares 0% 3 60 0 0.98% 0.89%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.63%
Intermediate Government FGOVX Fidelity Income Fund: Fidelity Government Income Fund 91% 3 60 0 0.76% 3.52%
Average Expense Ratio: 0.69%
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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

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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 to Create Model Portfolio

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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
The investment options have not been imported yet.


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