It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor THE SHAW GROUP INC. 401(K) PLAN FOR CERTAIN HOURLY EMPLOYEES

THE SHAW GROUP INC. 401(K) PLAN FOR CERTAIN HOURLY EMPLOYEES Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
THE SHAW GROUP INC. 401(K) PLAN FOR CERTAIN HOURLY EMPLOYEES
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Spartan International Index
Foreign Large Blend AEPGX American Funds EuroPacific Growth
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value
LARGE VALUE DODGX Dodge Cox Stock
MID-CAP BLEND WHGMX WHG SMID Cap Institutional Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
ROOT CASH Fidelity U.S. Treasury Money Mkt
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Spartan International Index
Foreign Large Blend AEPGX American Funds EuroPacific Growth
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value
LARGE VALUE DODGX Dodge Cox Stock
MID-CAP BLEND WHGMX WHG SMID Cap Institutional Fund
MID-CAP BLEND FSEMX Spartan Extended Mkt Index
LARGE GROWTH AGTHX American Funds Growth Fund
LARGE BLEND FUSVX Spartan U.S. Equity Index
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity
Small Growth AUSAX Columbia Acorn USA
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return
Total Available Funds: 20
  • 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 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%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 7.58%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 6.84%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 6.58%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 5.01%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 3.49%
ROOT CASH Fidelity U.S. Treasury Money Mkt 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Spartan International Index 86% 3 60 0 0.17% 3.03%
Foreign Large Blend AEPGX American Funds EuroPacific Growth 57% 3 60 0 0.9% 13.79%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value 99% 3 60 0 0.76% 10.6%
LARGE VALUE DODGX Dodge Cox Stock 93% 3 60 0 0.52% 1.38%
MID-CAP BLEND WHGMX WHG SMID Cap Institutional Fund 90% 3 60 0 0.68% 5.51%
MID-CAP BLEND FSEMX Spartan Extended Mkt Index 76% 3 60 0 0.1% 1.43%
LARGE GROWTH AGTHX American Funds Growth Fund 41% 3 60 0 0.3% 11.19%
LARGE BLEND FUSVX Spartan U.S. Equity Index 0% 3 60 0 0.04% 0%
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity 0% 3 60 0 1.26% 13.78%
Small Growth AUSAX Columbia Acorn USA 0% 3 60 0 1.08% 3.97%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return 96% 3 60 0 0.83% 4.63%
Average Expense Ratio: 0.58%
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 for Portfolio Details or Follow 0.4% 4.5% 0.1% 4.8% 5.7% 5.4%

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(Ticker:SHAW)
The plan consists of 20 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
--


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.