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MyPlanIQ CONDE NAST PUBLICATIONS AND PARADE PUBLICATIONS 401 K PLAN

CONDE NAST PUBLICATIONS AND PARADE PUBLICATIONS 401 K PLAN Investment Model Portfolios

This Plan is unrated.
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CONDE NAST PUBLICATIONS AND PARADE PUBLICATIONS 401 K PLAN
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
Others
Moderate Allocation VWENX VANG WELLINGTON ADM
Target Date 2051+ FDEWX FID FRDM INDX 2055 W
Target Date 2046-2050 FIPFX FID FRDM INDX 2050 W
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AF EUROPAC GROWTH R5
Foreign Large Blend VTSGX VANG TOT INTL STK S
US EQUITY
SMALL BLEND PENNX ROYCE PA MUTUAL INV
Small Growth LSSIX LOOMIS SM CP GRTH IS
LARGE VALUE DDFIX INVS DIVRS DIVD INST
REAL ESTATE
REAL ESTATE CSRIX C&S INST REALTY SHS
Total Available Funds: 30
Asset Class Ticker Description Rating
Others
Moderate Allocation VWENX VANG WELLINGTON ADM
Target Date 2051+ FDEWX FID FRDM INDX 2055 W
Target Date 2046-2050 FIPFX FID FRDM INDX 2050 W
Target Date 2041-2045 FIOFX FID FRDM INDX 2045 W
Target Date 2031-2035 FIHFX FID FRDM INDX 2035 W
Target Date 2021-2025 FQIFX FID FRDM INDX 2025 W
Target Date 2011-2015 FLIFX FID FRDM INDX 2015 W
Target Date 2036-2040 FBIFX FID FRDM INDX 2040 W
Target Date 2026-2030 FXIFX FID FRDM INDX 2030 W
Target Date 2000-2010 FJIFX FID FRDM INDX 2005 W
Target Date 2000-2010 FKIFX FID FRDM INDX 2010 W
Target Date 2016-2020 FPIFX FID FRDM INDX 2020 W
Retirement Income FIKFX FID FRDM INDX INC W
Target Date 2000-2010 FGIFX FID FRDM INDX 2000 W
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AF EUROPAC GROWTH R5
Foreign Large Blend VTSGX VANG TOT INTL STK S
US EQUITY
SMALL BLEND PENNX ROYCE PA MUTUAL INV
Small Growth LSSIX LOOMIS SM CP GRTH IS
LARGE VALUE DDFIX INVS DIVRS DIVD INST
MID-CAP VALUE JMVSX JPM MID CAP VAL SEL
Mid-Cap Growth ACRNX COLUMBIA ACORN Z
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE GROWTH FOCKX FID OTC K
LARGE BLEND FDGKX FID DIVIDEND GR K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
LARGE BLEND FXSIX SPTN 500 INDEX INST
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
REAL ESTATE
REAL ESTATE CSRIX C&S INST REALTY SHS
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS
Total Available Funds: 30
  • 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
Moderate Allocation VWENX VANG WELLINGTON ADM 89% 3 60 0 0.17% 11.74%
Target Date 2051+ FDEWX FID FRDM INDX 2055 W 75% 3 60 0 0.12% 2.12%
Target Date 2046-2050 FIPFX FID FRDM INDX 2050 W 53% 3 60 0 0.12% 2.13%
Target Date 2041-2045 FIOFX FID FRDM INDX 2045 W 43% 3 60 0 0.06% 2.16%
Target Date 2031-2035 FIHFX FID FRDM INDX 2035 W 40% 3 60 0 0.12% 2.57%
Target Date 2021-2025 FQIFX FID FRDM INDX 2025 W 38% 3 60 0 0.06% 4.28%
Target Date 2011-2015 FLIFX FID FRDM INDX 2015 W 37% 3 60 0 0.06% 4.77%
Target Date 2036-2040 FBIFX FID FRDM INDX 2040 W 34% 3 60 0 0.12% 2.29%
Target Date 2026-2030 FXIFX FID FRDM INDX 2030 W 34% 3 60 0 0.06% 3.09%
Target Date 2000-2010 FJIFX FID FRDM INDX 2005 W 32% 3 60 0 0.12% 3.45%
Target Date 2000-2010 FKIFX FID FRDM INDX 2010 W 29% 3 60 0 0.06% 3.74%
Target Date 2016-2020 FPIFX FID FRDM INDX 2020 W 22% 3 60 0 0.06% 5.32%
Retirement Income FIKFX FID FRDM INDX INC W 18% 3 60 0 0.06% 3.4%
Target Date 2000-2010 FGIFX FID FRDM INDX 2000 W 0% 3 60 0 0.19% 1.63%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AF EUROPAC GROWTH R5 94% 3 60 0 0.84% 13.89%
Foreign Large Blend VTSGX VANG TOT INTL STK S 0% 3 60 0 0.18% 3.25%
US EQUITY
SMALL BLEND PENNX ROYCE PA MUTUAL INV 100% 3 60 0 0.96% 7.15%
Small Growth LSSIX LOOMIS SM CP GRTH IS 95% 3 60 0 0.83% 7.68%
LARGE VALUE DDFIX INVS DIVRS DIVD INST 87% 3 60 0 0.82% 12.84%
MID-CAP VALUE JMVSX JPM MID CAP VAL SEL 85% 3 60 0 1.14% 18.97%
Mid-Cap Growth ACRNX COLUMBIA ACORN Z 75% 3 60 0 1.83% 0%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 3 60 0 0.55% 5.07%
LARGE GROWTH FOCKX FID OTC K 67% 3 60 0 0.81% 8.83%
LARGE BLEND FDGKX FID DIVIDEND GR K 64% 3 60 0 0.48% 10.06%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 61% 3 60 0 0.82% 13.08%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 3 60 0 0.04% 2.05%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 3 60 0 0.07% 4.47%
REAL ESTATE
REAL ESTATE CSRIX C&S INST REALTY SHS 79% 3 60 0 0.75% 2.38%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS 0% 3 60 0 0.03% 2.67%
Average Expense Ratio: 0.41%
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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
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