It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor Mortenson Family Dental Centers Inc 401(k) Plan

Mortenson Family Dental Centers Inc 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markers Fund
Others
Target Date 2016-2020 FFFDX Fidelity Advisors Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Advisors Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Advisors Freedom 2030 Fund
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value Fund
WORLD STOCK RWIFX Capital World Growth & Income Fund
WORLD STOCK MRGSX Blackrock Global Small Cap Fund
US EQUITY
MID-CAP BLEND FLVCX Fidelity Advisors Leveraged Company Stock Fund
LARGE GROWTH RGAFX Growth Fund of America
Mid-Cap Growth HAGIX Eagle Series Mid Cap Growth Fund
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markers Fund
Others
Target Date 2016-2020 FFFDX Fidelity Advisors Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Advisors Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Advisors Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Advisors Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Advisors Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Advisors Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Advisors Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Advisors Freedom 2010 Fund
Natural Resources JNRRX Jennison Natural Resources Fund
Health PHLAX Jennison Health Sciences Fund
Moderate Allocation OARBX Oakmark Equity & Income Fund II
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value Fund
WORLD STOCK RWIFX Capital World Growth & Income Fund
WORLD STOCK MRGSX Blackrock Global Small Cap Fund
WORLD STOCK EKGAX Evergreen Global Opportunity Fund
US EQUITY
MID-CAP BLEND FLVCX Fidelity Advisors Leveraged Company Stock Fund
LARGE GROWTH RGAFX Growth Fund of America
Mid-Cap Growth HAGIX Eagle Series Mid Cap Growth Fund
LARGE VALUE CGRWX Oppenheimer Value Fund
LARGE BLEND MRLRX Blackrock Large Cap Fund
MID-CAP VALUE FBSRX Franklin Balance Sheet Investment Fund
Small Growth BNSCX UBS US Small Cap Growth Fund
REAL ESTATE
REAL ESTATE RRRSX DWS Rreef Real Estate Securities Fund
FIXED INCOME
WORLD BOND OIBAX Oppenheimer International Bond Fund
Inflation-Protected Bond PRRRX Pimco Real Return Fund
Total Available Funds: 26
  • 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 ODMAX Oppenheimer Developing Markers Fund 64% 3 60 0 0.84% 35%
Others
Target Date 2016-2020 FFFDX Fidelity Advisors Freedom 2020 Fund 98% 3 60 0 0.58% 8.24%
Target Date 2011-2015 FFVFX Fidelity Advisors Freedom 2015 Fund 98% 3 60 0 0.54% 6.93%
Target Date 2026-2030 FFFEX Fidelity Advisors Freedom 2030 Fund 95% 3 60 0 0.66% 6.91%
Target Date 2036-2040 FFFFX Fidelity Advisors Freedom 2040 Fund 95% 3 60 0 0.64% 7.66%
Target Date 2021-2025 FFTWX Fidelity Advisors Freedom 2025 Fund 95% 3 60 0 0.34% 7.58%
Target Date 2031-2035 FFTHX Fidelity Advisors Freedom 2035 Fund 95% 3 60 0 0.7% 6.84%
Target Date 2050+ FFFHX Fidelity Advisors Freedom 2050 Fund 94% 3 60 0 0.75% 6.58%
Target Date 2000-2010 FFFCX Fidelity Advisors Freedom 2010 Fund 92% 3 60 0 0.49% 5.01%
Natural Resources JNRRX Jennison Natural Resources Fund 49% 3 60 0 0.9% 1.02%
Health PHLAX Jennison Health Sciences Fund 42% 3 60 0 0.77% 16.37%
Moderate Allocation OARBX Oakmark Equity & Income Fund II 0% 3 60 0 0.99% 16.16%
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value Fund 93% 3 60 0 1.16% 3.91%
WORLD STOCK RWIFX Capital World Growth & Income Fund 92% 3 60 0 0.75% 11.38%
WORLD STOCK MRGSX Blackrock Global Small Cap Fund 67% 3 60 0 0.66% 11%
WORLD STOCK EKGAX Evergreen Global Opportunity Fund 56% 3 60 0 1.4% 1.32%
US EQUITY
MID-CAP BLEND FLVCX Fidelity Advisors Leveraged Company Stock Fund 85% 3 60 0 0.74% 5.36%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 11.46%
Mid-Cap Growth HAGIX Eagle Series Mid Cap Growth Fund 67% 3 60 0 0.64% 12.65%
LARGE VALUE CGRWX Oppenheimer Value Fund 54% 3 60 0 0.58% 13.52%
LARGE BLEND MRLRX Blackrock Large Cap Fund 34% 3 60 0 0.73% 10.86%
MID-CAP VALUE FBSRX Franklin Balance Sheet Investment Fund 34% 3 60 0 1.16% 4.4%
Small Growth BNSCX UBS US Small Cap Growth Fund 28% 3 60 0 0.99% 0%
REAL ESTATE
REAL ESTATE RRRSX DWS Rreef Real Estate Securities Fund 47% 3 60 0 0.53% 1.45%
FIXED INCOME
WORLD BOND OIBAX Oppenheimer International Bond Fund 71% 3 60 0 0.71% 4.3%
Inflation-Protected Bond PRRRX Pimco Real Return Fund 56% 3 60 0 1.37% 2.73%
Average Expense Ratio: 0.78%
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(Ticker:)
The plan consists of 27 funds. It covers 5 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, Fixed Income and REITs.

Mortenson Family Dental Centers Inc 401(k) Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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.