It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor Comcast Corporation Retirement Investment Plan

Comcast Corporation Retirement Investment Plan

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge & Cox Balanced
ROOT CMCSA Comcast Corp Class A
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
WORLD STOCK TEMWX Templeton World A
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl
LARGE VALUE VWNAX Vanguard Windsor II Adm
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge & Cox Balanced
ROOT CMCSA Comcast Corp Class A
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
WORLD STOCK TEMWX Templeton World A
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl
LARGE VALUE VWNAX Vanguard Windsor II Adm
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
SMALL BLEND VSCPX Vanguard Small Cap Index Instl Plus
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Total Available Funds: 13
  • 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 DODBX Dodge & Cox Balanced 92% 3 60 0 0.42% 1.67%
ROOT CMCSA Comcast Corp Class A 0% 3 60 0 NA 3.85%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 10.71%
WORLD STOCK TEMWX Templeton World A 44% 3 60 0 0.81% 13.7%
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl 5% 3 60 0 0.03% 3.44%
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 6.05%
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl 82% 3 60 0 0.03% 1.3%
LARGE VALUE VWNAX Vanguard Windsor II Adm 81% 3 60 0 0.26% 12.05%
SMALL BLEND VSCIX Vanguard Small Cap Index Instl 80% 3 60 0 0.05% 1.54%
SMALL BLEND VSCPX Vanguard Small Cap Index Instl Plus 15% 3 60 0 0.05% 1.55%
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl 4% 3 60 0 0.02% 1.32%
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional 0% 3 60 0 0.04% 2.05%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.63%
Average Expense Ratio: 0.33%
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.