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MyPlanIQ 401k Investor The Gymboree 401(k) Plan

The Gymboree 401(k) Plan Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
THE GYMBOREE 401(K) PLAN
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund I Mutual Fund
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund I Mutual Fund
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 Fund I Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value Fund Class R5 Mutual Fund
Foreign Large Blend FDVIX Fidelity Advisor Diversified International Fund I Mutual Fund
US EQUITY
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund I Mutual Fund
LARGE VALUE MADVX BlackRock Equity Dividend Instl class Mutual Fund
LARGE GROWTH FINSX Fidelity Advisor New Insights Fund I Mutual Fund
REAL ESTATE
REAL ESTATE IRSYX First Amercian Real Estate Securities Fund Class Y Mutual Fund
Total Available Funds: 27
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund I Mutual Fund
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund I Mutual Fund
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 Fund I Mutual Fund
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 Fund I Mutual Fund
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 Fund I Mutual Fund
Target Date 2041-2045 FFFIX Fidelity Advisor Freedom 2045 Fund I Mutual Fund
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 Fund I Mutual Fund
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 Fund I Mutual Fund
Retirement Income FIAFX Fidelity Advisor Freedom Income Fund I Mutual Fund
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 Fund I Mutual Fund
Target Date 2000-2010 FFIVX Fidelity Advisor Freedom 2005 Fund I Mutual Fund
ROOT CASH Fidelity rtmt Money Mkt Portfolio
ROOT CASH Gymboree Co. Stock Fund Interest Bearing Cash
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value Fund Class R5 Mutual Fund
Foreign Large Blend FDVIX Fidelity Advisor Diversified International Fund I Mutual Fund
US EQUITY
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund I Mutual Fund
LARGE VALUE MADVX BlackRock Equity Dividend Instl class Mutual Fund
LARGE GROWTH FINSX Fidelity Advisor New Insights Fund I Mutual Fund
SMALL VALUE NSVAX Columbia Small Cap Value II Fund Z Mutual Fund
LARGE BLEND NBSTX Neuberger Berman Socially Responsive Fund Tr Class Mutual Fund
LARGE BLEND DSPIX Dreyfus Basic S P 500 Stock Index
Mid-Cap Growth FMCCX Fidelity Advisor Mid Cap Fund I Mutual Fund
MID-CAP VALUE FVIFX Fidelity Advisor Stable Value Portfolio Fund Common Collective Tr
REAL ESTATE
REAL ESTATE IRSYX First Amercian Real Estate Securities Fund Class Y Mutual Fund
FIXED INCOME
Intermediate-Term Bond WOBDX J.P. Morgan Core Bond Fund Select Class Mutual Fund
Inflation-Protected Bond ACITX American Cent Infltn Adj Treas Inv class Mutual Fund
Multisector Bond FSRIX Fidelity Advisor Strategic Income Fund I Mutual Fund
Total Available Funds: 27
  • 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 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund I Mutual Fund 94% 3 60 0 1.11% 8.35%
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund I Mutual Fund 93% 3 60 0 1.03% 7.17%
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 Fund I Mutual Fund 93% 3 60 0 1% 2.34%
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 Fund I Mutual Fund 92% 3 60 0 1.07% 8.26%
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 Fund I Mutual Fund 91% 3 60 0 0.96% 3.76%
Target Date 2041-2045 FFFIX Fidelity Advisor Freedom 2045 Fund I Mutual Fund 90% 3 60 0 1.25% 2.61%
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 Fund I Mutual Fund 90% 3 60 0 1.16% 8.06%
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 Fund I Mutual Fund 88% 3 60 0 1.24% 3.27%
Retirement Income FIAFX Fidelity Advisor Freedom Income Fund I Mutual Fund 86% 3 60 0 0.47% 3.18%
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 Fund I Mutual Fund 84% 3 60 0 0.73% 3.77%
Target Date 2000-2010 FFIVX Fidelity Advisor Freedom 2005 Fund I Mutual Fund 82% 3 60 0 0.97% 3.17%
ROOT CASH Fidelity rtmt Money Mkt Portfolio 0% 1 60 0 NA 2.53%
ROOT CASH Gymboree Co. Stock Fund Interest Bearing Cash 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value Fund Class R5 Mutual Fund 93% 3 60 0 1.16% 3.87%
Foreign Large Blend FDVIX Fidelity Advisor Diversified International Fund I Mutual Fund 74% 3 60 0 0.91% 13.27%
US EQUITY
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund I Mutual Fund 91% 3 60 0 2.15% 1.85%
LARGE VALUE MADVX BlackRock Equity Dividend Instl class Mutual Fund 91% 3 60 0 1% 10.6%
LARGE GROWTH FINSX Fidelity Advisor New Insights Fund I Mutual Fund 88% 3 60 0 0.7% 9.4%
SMALL VALUE NSVAX Columbia Small Cap Value II Fund Z Mutual Fund 85% 3 60 0 1.27% 15.92%
LARGE BLEND NBSTX Neuberger Berman Socially Responsive Fund Tr Class Mutual Fund 80% 3 60 0 1.3% 2.65%
LARGE BLEND DSPIX Dreyfus Basic S P 500 Stock Index 77% 3 60 0 0.2% 29.14%
Mid-Cap Growth FMCCX Fidelity Advisor Mid Cap Fund I Mutual Fund 71% 3 60 0 1.22% 8.3%
MID-CAP VALUE FVIFX Fidelity Advisor Stable Value Portfolio Fund Common Collective Tr 70% 3 60 0 1.9% 8.93%
REAL ESTATE
REAL ESTATE IRSYX First Amercian Real Estate Securities Fund Class Y Mutual Fund 30% 3 60 0 0.93% 19.49%
FIXED INCOME
Intermediate-Term Bond WOBDX J.P. Morgan Core Bond Fund Select Class Mutual Fund 94% 3 60 0 1.1% 4.06%
Inflation-Protected Bond ACITX American Cent Infltn Adj Treas Inv class Mutual Fund 92% 3 60 0 0.76% 4.26%
Multisector Bond FSRIX Fidelity Advisor Strategic Income Fund I Mutual Fund 83% 3 60 0 0.98% 4.48%
Average Expense Ratio: 1.06%
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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 to Create Model Portfolio

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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 -0.3% -1.6% -3.9% 3.6% 3.6% 4.6%

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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(Ticker:GYMB)
The plan consists of 27 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.


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