It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor Chevron Phillips Chemical Company Lp 401K Saving And Profit Sharing Plan

Chevron Phillips Chemical Company Lp 401K Saving And Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP BLEND FSLCX Fidelity Small Cap Stock
LARGE VALUE AADEX American Beacon Lg Cap Value Inst
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Intermediate-Term Bond DODIX Dodge & Cox Income
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Moderate Allocation FBALX Fidelity Balanced
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP BLEND FSLCX Fidelity Small Cap Stock
LARGE VALUE AADEX American Beacon Lg Cap Value Inst
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Original
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Intermediate-Term Bond DODIX Dodge & Cox Income
Total Available Funds: 12
  • 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 Freedom 2020 98% 3 60 0 0.58% 8.24%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 6.93%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 7.66%
Moderate Allocation FBALX Fidelity Balanced 79% 3 60 0 0.5% 6.11%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 10.71%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.18%
MID-CAP BLEND FSLCX Fidelity Small Cap Stock 82% 3 60 0 0.67% 14.95%
LARGE VALUE AADEX American Beacon Lg Cap Value Inst 78% 3 60 0 0.94% 12.08%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 13.05%
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Original 0% 3 60 0 1.26% 13.78%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 3 60 0 0.15% 3.9%
Intermediate-Term Bond DODIX Dodge & Cox Income 87% 3 60 0 0.33% 4.35%
Average Expense Ratio: 0.64%
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.