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MyPlanIQ CORELOGIC INC. 401K SAVINGS PLAN

CORELOGIC INC. 401K SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
CORELOGIC, INC. 401(K) SAVINGS PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
ROOT FSLXX Fidelity Salem Street Trust: Money Market Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend HIINX Harbor Funds: Harbor International Fund; Investor Class Shares
US EQUITY
SMALL BLEND LRSYX Lord Abbett Research Fund
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares
LARGE GROWTH RGAFX Growth Fund of America
FIXED INCOME
Short-Term Bond PTLDX PIMCO Funds: PIMCO Low Duration Fund; Institutional Class Shares
Short-Term Bond PTLAX PIMCO Funds: PIMCO Low Duration Fund; Class A Shares
Intermediate-Term Bond FBIDX Fidelity Salem Street Trust: Spartan US Bond Index Fund; Investor Class Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
ROOT FSLXX Fidelity Salem Street Trust: Money Market Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend HIINX Harbor Funds: Harbor International Fund; Investor Class Shares
US EQUITY
SMALL BLEND LRSYX Lord Abbett Research Fund
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares
LARGE GROWTH RGAFX Growth Fund of America
LARGE BLEND DNVYX Davis New York Venture Fund
SMALL BLEND LRSCX Lord Abbett Research Fund
LARGE GROWTH RGACX Growth Fund of America
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
FIXED INCOME
Short-Term Bond PTLDX PIMCO Funds: PIMCO Low Duration Fund; Institutional Class Shares
Short-Term Bond PTLAX PIMCO Funds: PIMCO Low Duration Fund; Class A Shares
Intermediate-Term Bond FBIDX Fidelity Salem Street Trust: Spartan US Bond Index Fund; Investor Class Shares
Total Available Funds: 14
  • 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 FBALX Fidelity Puritan Trust: Fidelity Balanced Fund 79% 3 60 0 0.5% 6.11%
ROOT FSLXX Fidelity Salem Street Trust: Money Market Portfolio 0% 3 60 0 0.3% NA
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 98% 3 60 0 0.65% 10.71%
Foreign Large Blend HIINX Harbor Funds: Harbor International Fund; Investor Class Shares 60% 3 60 0 0.69% 3.47%
US EQUITY
SMALL BLEND LRSYX Lord Abbett Research Fund 92% 3 60 0 1.43% 5.27%
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares 76% 3 60 0 0.45% 7.81%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 11.46%
LARGE BLEND DNVYX Davis New York Venture Fund 69% 3 60 0 1.75% 12.03%
SMALL BLEND LRSCX Lord Abbett Research Fund 48% 3 60 0 1.48% 6.95%
LARGE GROWTH RGACX Growth Fund of America 37% 3 60 0 0.3% 11.27%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 13.05%
FIXED INCOME
Short-Term Bond PTLDX PIMCO Funds: PIMCO Low Duration Fund; Institutional Class Shares 90% 3 60 0 1.05% 4.2%
Short-Term Bond PTLAX PIMCO Funds: PIMCO Low Duration Fund; Class A Shares 53% 3 60 0 1.05% 3.91%
Intermediate-Term Bond FBIDX Fidelity Salem Street Trust: Spartan US Bond Index Fund; Investor Class Shares 0% 3 60 0 0.13% 2.17%
Average Expense Ratio: 0.81%
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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*
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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*
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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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