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MyPlanIQ 401k Investor CLEARWIRE CORPORATION 401K PLAN

CLEARWIRE CORPORATION 401K PLAN Investment Model Portfolios

This Plan is unrated.
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CLEARWIRE CORPORATION 401K PLAN
Investment Options
Total Available Funds: 44
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Funds Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Funds Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Funds Fidelity Freedom Income Fund
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKMARK INTL I
Foreign Large Blend FDIVX Fidelity Funds Fidelity Diversified International Fund
Foreign Large Growth AIEVX INVS INTL GROWTH I
US EQUITY
LARGE BLEND FDGFX Fidelity Funds Fidelity Dividend Growth Fund
LARGE GROWTH FBGRX Fidelity Funds Fidelity Blue Chip Growth Fund
Small Growth RVPIX Royce Value Plus Series
Total Available Funds: 44
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Funds Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Funds Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Funds Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Funds Fidelity Freedom 2030 Fund
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX Fidelity Funds Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Funds Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Funds Fidelity Freedom 2035 Fund
Target Date 2031-2035 FFTHX Fidelity Funds Fidelity Freedom 2000 Fund
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Target Date 2046-2050 FFFHX Fidelity Funds Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Funds Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Funds Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Funds Fidelity Freedom 2005 Fund
Moderate Allocation FBALX Fidelity Funds Fidelity Balanced Fund
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKMARK INTL I
Foreign Large Blend FDIVX Fidelity Funds Fidelity Diversified International Fund
Foreign Large Growth AIEVX INVS INTL GROWTH I
EUROPE STOCK FECAX Fidelity Funds Fidelity Cap Appreciation Fund
US EQUITY
LARGE BLEND FDGFX Fidelity Funds Fidelity Dividend Growth Fund
LARGE GROWTH FBGRX Fidelity Funds Fidelity Blue Chip Growth Fund
Small Growth RVPIX Royce Value Plus Series
LARGE VALUE AAGPX American Beacon ABF Large Cap Value PA
LARGE BLEND NPRTX Neuberger Berman NB Partners Trust
LARGE GROWTH FCNTX FID CONTRAFUND
SMALL VALUE NOSGX Northern Funds Northern Small Cap Value
MID-CAP BLEND FLVIX Fidelity Funds Fidelity Leveraged Co Stk Fund
LARGE BLEND FUSEX Fidelity Funds Spartan U.S. Equity Index Fund
LARGE VALUE FSLVX Fidelity Funds Fidelity Large Cap Value Fund
Mid-Cap Growth FDEGX Fidelity Funds Fidelity Growth Strategies Fund
LARGE VALUE PAFDX TRP EQUITY INC ADV
SMALL BLEND RSPFX RS Investments RS Partners A
Mid-Cap Growth STCSX WFA COMMON STOCK INV
SMALL BLEND SMVAX Wells Fargo WFA Small Cap Value
MID-CAP VALUE CBMSX Wells Fargo WFA C&B Midcap Value
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FUSVX SPTN 500 INDEX ADV
Mid-Cap Growth RIMSX Rainier Investment Rainier Small/Mid Cap
LARGE BLEND FSTVX Fidelity Funds Spartan Total Mkt Index Fund
FIXED INCOME
Intermediate-Term Bond MGFIX Managers Bond Fund
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
Inflation-Protected Bond PARRX PIMCO REAL RTN BD AD
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
Intermediate-Term Bond FBIDX Fidelity Funds Fidelity U.S. Bond Index Fund
Total Available Funds: 44
  • 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 Funds Fidelity Freedom 2020 Fund 98% 1 60 0 0.58% 8.24%
Target Date 2011-2015 FFVFX Fidelity Funds Fidelity Freedom 2015 Fund 98% 1 60 0 0.54% 6.93%
Retirement Income FFFAX Fidelity Funds Fidelity Freedom Income Fund 98% 1 60 0 0.42% 3.21%
Target Date 2026-2030 FFFEX Fidelity Funds Fidelity Freedom 2030 Fund 95% 1 60 0 0.66% 6.91%
Target Date 2026-2030 FFFEX FID FREEDOM 2030 95% 1 60 0 0.66% 6.91%
Target Date 2036-2040 FFFFX Fidelity Funds Fidelity Freedom 2040 Fund 95% 1 60 0 0.64% 7.66%
Target Date 2021-2025 FFTWX Fidelity Funds Fidelity Freedom 2025 Fund 95% 1 60 0 0.34% 7.58%
Target Date 2031-2035 FFTHX Fidelity Funds Fidelity Freedom 2035 Fund 95% 1 60 0 0.7% 6.84%
Target Date 2031-2035 FFTHX Fidelity Funds Fidelity Freedom 2000 Fund 95% 1 60 0 0.7% 6.84%
Target Date 2031-2035 FFTHX FID FREEDOM 2035 95% 1 60 0 0.7% 6.84%
Target Date 2046-2050 FFFHX Fidelity Funds Fidelity Freedom 2050 Fund 94% 1 60 0 0.75% 6.58%
Target Date 2000-2010 FFFCX Fidelity Funds Fidelity Freedom 2010 Fund 92% 1 60 0 0.49% 5.01%
Target Date 2041-2045 FFFGX Fidelity Funds Fidelity Freedom 2045 Fund 91% 1 60 0 0.75% 7.18%
Target Date 2000-2010 FFFVX Fidelity Funds Fidelity Freedom 2005 Fund 87% 1 60 0 0.42% 3.49%
Moderate Allocation FBALX Fidelity Funds Fidelity Balanced Fund 79% 1 60 0 0.5% 6.11%
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKMARK INTL I 100% 1 60 0 0.75% 2.03%
Foreign Large Blend FDIVX Fidelity Funds Fidelity Diversified International Fund 98% 1 60 0 0.65% 10.71%
Foreign Large Growth AIEVX INVS INTL GROWTH I 93% 1 60 0 1.27% 15.85%
EUROPE STOCK FECAX Fidelity Funds Fidelity Cap Appreciation Fund 0% 1 60 0 1.02% 1.85%
US EQUITY
LARGE BLEND FDGFX Fidelity Funds Fidelity Dividend Growth Fund 99% 1 60 0 0.77% 10.1%
LARGE GROWTH FBGRX Fidelity Funds Fidelity Blue Chip Growth Fund 99% 1 60 0 0.69% 2.31%
Small Growth RVPIX Royce Value Plus Series 98% 1 60 0 1.24% 17.01%
LARGE VALUE AAGPX American Beacon ABF Large Cap Value PA 97% 1 60 0 0.94% 13.8%
LARGE BLEND NPRTX Neuberger Berman NB Partners Trust 97% 1 60 0 0.98% 7.07%
LARGE GROWTH FCNTX FID CONTRAFUND 96% 1 60 0 0.55% 5.18%
SMALL VALUE NOSGX Northern Funds Northern Small Cap Value 88% 1 60 0 1% 36.09%
MID-CAP BLEND FLVIX Fidelity Funds Fidelity Leveraged Co Stk Fund 86% 1 60 0 0.66% 16.26%
LARGE BLEND FUSEX Fidelity Funds Spartan U.S. Equity Index Fund 79% 1 60 0 0.09% 1.32%
LARGE VALUE FSLVX Fidelity Funds Fidelity Large Cap Value Fund 73% 1 60 0 1.94% 10.21%
Mid-Cap Growth FDEGX Fidelity Funds Fidelity Growth Strategies Fund 72% 1 60 0 0.72% 9.41%
LARGE VALUE PAFDX TRP EQUITY INC ADV 50% 1 60 0 1.23% 2.63%
SMALL BLEND RSPFX RS Investments RS Partners A 40% 1 60 0 1.12% 5.55%
Mid-Cap Growth STCSX WFA COMMON STOCK INV 0% 1 60 0 1.3% 11.1%
SMALL BLEND SMVAX Wells Fargo WFA Small Cap Value 0% 1 60 0 1.28% 36.67%
MID-CAP VALUE CBMSX Wells Fargo WFA C&B Midcap Value 0% 1 60 0 0.8% 35.74%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 4.47%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 1 60 0 0.04% 0%
Mid-Cap Growth RIMSX Rainier Investment Rainier Small/Mid Cap 0% 1 60 0 1.26% 13.78%
LARGE BLEND FSTVX Fidelity Funds Spartan Total Mkt Index Fund 0% 1 60 0 0.04% 0%
FIXED INCOME
Intermediate-Term Bond MGFIX Managers Bond Fund 81% 1 60 0 0.68% 3.76%
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM 66% 1 60 0 0.8% 4.37%
Inflation-Protected Bond PARRX PIMCO REAL RTN BD AD 60% 1 60 0 1.37% 3.14%
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV 0% 1 60 0 0.11% 2.65%
Intermediate-Term Bond FBIDX Fidelity Funds Fidelity U.S. Bond Index Fund 0% 1 60 0 0.13% 2.17%
Average Expense Ratio: 0.74%
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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 for Portfolio Details or Follow 0.7% 11.0% 42.7% 30.6% 17.2% 14.4%

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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 for Portfolio Details or Follow 2.0% 7.7% -1.2% 3.7% 3.2% 5.3%

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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 plan consists of 45 funds. It covers 3 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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