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MyPlanIQ Colfax Corporation 401(k) Savings Plan

Colfax Corporation 401(k) Savings Plan Investment Model Portfolios

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More retirement plan match, contribution, and login info
COLFAX CORPORATION 401(K) SAVINGS PLAN PLUS
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FKEMX
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Retirement Income VTINX VTINX
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FDIKX
WORLD STOCK RNPEX RNPEX
Foreign Large Blend FSIVX FSIVX
US EQUITY
SMALL VALUE AVPAX AVPAX
LARGE GROWTH FCNKX FCNKX
LARGE VALUE HDGTX HDGTX
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FKEMX FKEMX
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Retirement Income VTINX VTINX
Target Date 2031-2035 VTTHX VTTHX
Target Date 2051 VFFVX VFFVX
Target Date 2046-2050 VFIFX VFIFX
Target Date 2051 VTTSX VTTSX
Target Date 2026-2030 VTHRX VTHRX
Target Date 2036-2040 VFORX VFORX
Target Date 2016-2020 VTWNX VTWNX
Moderate Allocation RLBEX RLBEX
ROOT BDCG MORLEY STABLE VALUE BONDS
EQUITY VLXVX VLXVX
Target Date 2011-2015 VTXVX VTXVX
ROOT CFX CFX
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FDIKX
WORLD STOCK RNPEX RNPEX
Foreign Large Blend FSIVX FSIVX
US EQUITY
SMALL VALUE AVPAX AVPAX
LARGE GROWTH FCNKX FCNKX
LARGE VALUE HDGTX HDGTX
Small Growth WSCGX WSCGX
MID-CAP VALUE JVMRX JVMRX
Mid-Cap Growth JDMNX JDMNX
MID-CAP BLEND FSEVX FSEVX
LARGE BLEND FXSIX FXSIX
REAL ESTATE
REAL ESTATE TRREX TRREX
FIXED INCOME
Intermediate-Term Bond VBILX VBILX
Inflation-Protected Bond VIPIX VIPIX
Intermediate-Term Bond NERYX NERYX
High Yield Bond OHYFX OHYFX
WORLD BOND DSDYX DSDYX
Total Available Funds: 33
  • 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 FKEMX FKEMX 74% 3 60 0 0.9% 0.08%
Others
Target Date 2021-2025 VTTVX VTTVX 97% 3 60 0 0.08% 7.52%
Target Date 2041-2045 VTIVX VTIVX 97% 3 60 0 0.08% 2.76%
Retirement Income VTINX VTINX 97% 3 60 0 0.08% 5.13%
Target Date 2031-2035 VTTHX VTTHX 96% 3 60 0 0.08% 3.2%
Target Date 2051 VFFVX VFFVX 80% 3 60 0 0.08% 2.33%
Target Date 2046-2050 VFIFX VFIFX 75% 3 60 0 0.08% 2.34%
Target Date 2051 VTTSX VTTSX 72% 3 60 0 0.08% 2.3%
Target Date 2026-2030 VTHRX VTHRX 70% 3 60 0 0.08% 4.29%
Target Date 2036-2040 VFORX VFORX 69% 3 60 0 0.08% 3.03%
Target Date 2016-2020 VTWNX VTWNX 66% 3 60 0 0.08% 8.16%
Moderate Allocation RLBEX RLBEX 41% 3 60 0 0.31% 8.64%
ROOT BDCG MORLEY STABLE VALUE BONDS 0% 3 60 0 NA 0%
EQUITY VLXVX VLXVX 0% 3 60 0 0.08% 2.24%
Target Date 2011-2015 VTXVX VTXVX 0% 3 60 0 0.08% 14.93%
ROOT CFX CFX 0% 3 60 0 NA 0%
INTERNATIONAL EQUITY
Foreign Large Blend FDIKX FDIKX 72% 3 60 0 0.99% 10.64%
WORLD STOCK RNPEX RNPEX 64% 3 60 0 1.47% 6.99%
Foreign Large Blend FSIVX FSIVX 0% 3 60 0 0.07% 2.44%
US EQUITY
SMALL VALUE AVPAX AVPAX 79% 3 60 0 1.28% 11.47%
LARGE GROWTH FCNKX FCNKX 68% 3 60 0 0.55% 5.07%
LARGE VALUE HDGTX HDGTX 65% 3 60 0 1.04% 12.53%
Small Growth WSCGX WSCGX 61% 3 60 0 0.94% 10.07%
MID-CAP VALUE JVMRX JVMRX 26% 3 60 0 1.85% 9.31%
Mid-Cap Growth JDMNX JDMNX 1% 3 60 0 0.92% 7.4%
MID-CAP BLEND FSEVX FSEVX 0% 3 60 0 0.07% 4.47%
LARGE BLEND FXSIX FXSIX 0% 3 60 0 0.04% 2.05%
REAL ESTATE
REAL ESTATE TRREX TRREX 66% 3 60 0 1.09% 10.15%
FIXED INCOME
Intermediate-Term Bond VBILX VBILX 92% 3 60 0 0.07% 3.86%
Inflation-Protected Bond VIPIX VIPIX 90% 3 60 0 0.1% 4.54%
Intermediate-Term Bond NERYX NERYX 89% 3 60 0 0.74% 4.18%
High Yield Bond OHYFX OHYFX 75% 3 60 0 0.9% 5.79%
WORLD BOND DSDYX DSDYX 3% 3 60 0 0.53% 3.34%
Average Expense Ratio: 0.48%
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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*
Click for Portfolio Details or Follow 4.6% 16.9% 10.7% 4.6% 7.5% 6.7%

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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 for Portfolio Details or Follow 5.0% 9.6% 7.0% 2.8% 5.9% 5.6%

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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
This plan consists of 33 funds, some of them are: CFX, FXSIX, FCNKX, HDGTX, FSEVX, JDMNX.


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