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MyPlanIQ 401k Investor Bottomline Technologies 401(k) Plan

Bottomline Technologies 401(k) Plan Investment Model Portfolios

This Plan is unrated.
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BOTTOMLINE TECHNOLOGIES 401(K) PLAN
Investment Options
Total Available Funds: 40
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS JEMSX JPMorgan Emerging Mkts Eq Sel
DIVERSIFIED EMERGING MKTS JFAMX JPMorgan Emerging Mkts Eq A
Others
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 I
Retirement Income FIAFX Fidelity Advisor Freedom Inc I
Technology FADTX Fidelity Advisor Technology A
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Inv
SMALL BLEND RYTFX Royce Total Return Svc
LARGE VALUE PNEAX Allianz NFJ Dividend Value A
Total Available Funds: 40
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS JEMSX JPMorgan Emerging Mkts Eq Sel
DIVERSIFIED EMERGING MKTS JFAMX JPMorgan Emerging Mkts Eq A
Others
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 I
Retirement Income FIAFX Fidelity Advisor Freedom Inc I
Technology FADTX Fidelity Advisor Technology A
Target Date 2046-2050 FFFLX Fidelity Advisor Freedom 2050 A
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A
Moderate Allocation FABLX Fidelity Advisor Balanced A
Retirement Income FAFAX Fidelity Advisor Freedom Inc A
Natural Resources FFGAX Fidelity Advisor Global Cmdty Stk A
Natural Resources FFGIX Fidelity Advisor Global Cmdty Stk I
Target Date 2051+ FHFAX Fidelity Advisor Freedom 2055 A
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Inv
SMALL BLEND RYTFX Royce Total Return Svc
LARGE VALUE PNEAX Allianz NFJ Dividend Value A
LARGE GROWTH FINSX Fidelity Advisor New Insights I
MID-CAP VALUE VETAX Victory Established Value A
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A
LARGE GROWTH MLAAX MainStay Large Cap Growth A
LARGE BLEND EAERX Eaton Vance Lg Cap Core Research A
Mid-Cap Growth FIIAX Fidelity Advisor Mid Cap II A
SMALL BLEND FSCDX Fidelity Advisor Small Cap A
LARGE GROWTH FNIAX Fidelity Advisor New Insights A
LARGE VALUE TWEAX American Century Equity Income A
LARGE BLEND OGEAX JPMorgan Equity Index A
LARGE BLEND AASPX American Beacon S&P 500 Idx Instl
FIXED INCOME
Multisector Bond FSRIX Fidelity Advisor Strategic Income I
Multisector Bond FSTAX Fidelity Advisor Strategic Income A
Short-Term Bond CSDAX Calvert Short Duration Income A
Intermediate Government FVIAX Fidelity Advisor Government Income A
Short-Term Bond CSDYX Calvert Short Duration Income Y
Total Available Funds: 40
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS JEMSX JPMorgan Emerging Mkts Eq Sel 90% 3 60 0 0.79% 1.55%
DIVERSIFIED EMERGING MKTS JFAMX JPMorgan Emerging Mkts Eq A 58% 3 60 0 0.79% 1.26%
Others
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 I 90% 3 60 0 1.16% 8.12%
Retirement Income FIAFX Fidelity Advisor Freedom Inc I 86% 3 60 0 0.47% 3.19%
Technology FADTX Fidelity Advisor Technology A 73% 3 60 0 1.21% 18.5%
Target Date 2046-2050 FFFLX Fidelity Advisor Freedom 2050 A 72% 3 60 0 1% 2.26%
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A 66% 3 60 0 1.25% 2.53%
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A 65% 3 60 0 0.96% 3.73%
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A 63% 3 60 0 0.49% 3.62%
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A 63% 3 60 0 1.54% 4.34%
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A 63% 3 60 0 1.62% 4.53%
Target Date 2000-2010 FFAVX Fidelity Advisor Freedom 2005 A 61% 3 60 0 1.47% 3%
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A 57% 3 60 0 0.66% 4.02%
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A 56% 3 60 0 1.75% 3.21%
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A 56% 3 60 0 0.51% 4.74%
Moderate Allocation FABLX Fidelity Advisor Balanced A 48% 3 60 0 1.57% 4.7%
Retirement Income FAFAX Fidelity Advisor Freedom Inc A 45% 3 60 0 1.47% 2.96%
Natural Resources FFGAX Fidelity Advisor Global Cmdty Stk A 30% 3 60 0 1.94% 2.68%
Natural Resources FFGIX Fidelity Advisor Global Cmdty Stk I 30% 3 60 0 1.94% 2.91%
Target Date 2051+ FHFAX Fidelity Advisor Freedom 2055 A 30% 3 60 0 0.75% 1.91%
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery 90% 3 60 0 0.99% 7.21%
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Inv 100% 3 60 0 1.18% 10.26%
SMALL BLEND RYTFX Royce Total Return Svc 93% 3 60 0 1.95% 11.95%
LARGE VALUE PNEAX Allianz NFJ Dividend Value A 92% 3 60 0 1.72% 12.31%
LARGE GROWTH FINSX Fidelity Advisor New Insights I 88% 3 60 0 0.7% 9.58%
MID-CAP VALUE VETAX Victory Established Value A 63% 3 60 0 1.65% 4.86%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A 56% 3 60 0 0.89% 4.5%
LARGE GROWTH MLAAX MainStay Large Cap Growth A 56% 3 60 0 1.33% 21.81%
LARGE BLEND EAERX Eaton Vance Lg Cap Core Research A 53% 3 60 0 1.73% 9.23%
Mid-Cap Growth FIIAX Fidelity Advisor Mid Cap II A 52% 3 60 0 0.74% 7.56%
SMALL BLEND FSCDX Fidelity Advisor Small Cap A 51% 3 60 0 2.15% 2.21%
LARGE GROWTH FNIAX Fidelity Advisor New Insights A 48% 3 60 0 0.7% 10.09%
LARGE VALUE TWEAX American Century Equity Income A 43% 3 60 0 0.59% 9.99%
LARGE BLEND OGEAX JPMorgan Equity Index A 35% 3 60 0 0.45% 0.86%
LARGE BLEND AASPX American Beacon S&P 500 Idx Instl 0% 3 60 0 0.16% 1.45%
FIXED INCOME
Multisector Bond FSRIX Fidelity Advisor Strategic Income I 83% 3 60 0 0.98% 4.47%
Multisector Bond FSTAX Fidelity Advisor Strategic Income A 67% 3 60 0 0.97% 4.22%
Short-Term Bond CSDAX Calvert Short Duration Income A 61% 3 60 0 0.51% 4.39%
Intermediate Government FVIAX Fidelity Advisor Government Income A 19% 3 60 0 0.76% 3.15%
Short-Term Bond CSDYX Calvert Short Duration Income Y 0% 3 60 0 0.79% 1.95%
Average Expense Ratio: 1.11%
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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*
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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