It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ DRS RETIREMENT / SAVINGS PLAN

DRS RETIREMENT / SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
DRS RETIREMENT / SAVINGS PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
US EQUITY
LARGE GROWTH MLAIX MAINSTAY LG CAP GR I
LARGE VALUE STVTX RDGWTH LG CAP VAL I
MID-CAP VALUE GSMCX GS MIDCAP VALUE INST
FIXED INCOME
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2040 Fund
Target Date 2016-2020 FFKDX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2020 Fund
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
US EQUITY
LARGE GROWTH MLAIX MAINSTAY LG CAP GR I
LARGE VALUE STVTX RDGWTH LG CAP VAL I
MID-CAP VALUE GSMCX GS MIDCAP VALUE INST
MID-CAP BLEND FSLCX FID SMALL CAP STOCK
SMALL BLEND NSIDX NORTHERN SM CAP IDX
LARGE BLEND AMEIX AM CENT EQ GRTH INST
LARGE BLEND FSKTX SPTN TOT MKT IDX INS
Mid-Cap Growth ARTMX ARTISAN MID CAP INV
FIXED INCOME
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS
Total Available Funds: 19
  • 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 FPURX Fidelity Puritan Trust: Fidelity Puritan Fund 81% 3 60 0 0.5% 7.21%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 3 60 0 0.39% 3.89%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 3 60 0 0.62% 4.48%
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund 0% 3 60 0 0.51% 6.93%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 3 60 0 0.64% 3.89%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 3 60 0 0.63% 3.92%
Target Date 2036-2040 FFKFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2040 Fund 0% 3 60 0 0.62% 4.66%
Target Date 2016-2020 FFKDX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2020 Fund 0% 3 60 0 0.54% 3.87%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 98% 3 60 0 0.65% 10.71%
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 3 60 0 0.99% 10.79%
US EQUITY
LARGE GROWTH MLAIX MAINSTAY LG CAP GR I 90% 3 60 0 1.33% 17.57%
LARGE VALUE STVTX RDGWTH LG CAP VAL I 88% 3 60 0 0.97% 14.76%
MID-CAP VALUE GSMCX GS MIDCAP VALUE INST 83% 3 60 0 1.18% 14.16%
MID-CAP BLEND FSLCX FID SMALL CAP STOCK 82% 3 60 0 0.67% 14.95%
SMALL BLEND NSIDX NORTHERN SM CAP IDX 78% 3 60 0 0.1% 1.87%
LARGE BLEND AMEIX AM CENT EQ GRTH INST 77% 3 60 0 0.91% 12.5%
LARGE BLEND FSKTX SPTN TOT MKT IDX INS 0% 3 60 0 0.03% 2.32%
Mid-Cap Growth ARTMX ARTISAN MID CAP INV 0% 3 60 0 0.96% 18.84%
FIXED INCOME
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS 0% 3 60 0 0.03% 2.67%
Average Expense Ratio: 0.65%
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 to Create Model Portfolio

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
The investment options have not been imported yet.


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.