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MyPlanIQ TRILOGY ENTERPRISES INC. EMPLOYEES` 401K PLAN

TRILOGY ENTERPRISES INC. EMPLOYEES` 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Consumer Defensive FDFAX Fidelity Select Portfolios: Consumer Staples Portfolio
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
US EQUITY
LARGE BLEND FDGFX FID DIVIDEND GR
MID-CAP VALUE FDVLX FID VALUE
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
FIXED INCOME
Intermediate Government FGMNX Fidelity Income Fund: Fidelity GNMA Fund
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Consumer Defensive FDFAX Fidelity Select Portfolios: Consumer Staples Portfolio
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund
Financial FIDSX FID SEL FINANCIAL
Conservative Allocation OPPEX Oppenheimer Capital Income Fund; Class A Shares
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
US EQUITY
LARGE BLEND FDGFX FID DIVIDEND GR
MID-CAP VALUE FDVLX FID VALUE
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
MID-CAP BLEND FSLCX FID SMALL CAP STOCK
Mid-Cap Growth MACGX MSIF MID CAP GRTH P
LARGE BLEND PRGIX T Rowe Price Growth & Income Fund
LARGE BLEND FUSVX SPTN 500 INDEX ADV
FIXED INCOME
Intermediate Government FGMNX Fidelity Income Fund: Fidelity GNMA Fund
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund
Total Available Funds: 17
  • 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
Consumer Defensive FDFAX Fidelity Select Portfolios: Consumer Staples Portfolio 97% 3 60 0 1.01% 2.98%
Target Date 2036-2040 FFFFX FID FREEDOM 2040 95% 3 60 0 0.64% 7.66%
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund 81% 3 60 0 0.5% 7.21%
Financial FIDSX FID SEL FINANCIAL 70% 3 60 0 0.75% 7.3%
Conservative Allocation OPPEX Oppenheimer Capital Income Fund; Class A Shares 0% 3 60 0 0.96% 3.53%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL 98% 3 60 0 0.65% 10.71%
US EQUITY
LARGE BLEND FDGFX FID DIVIDEND GR 99% 3 60 0 0.77% 10.1%
MID-CAP VALUE FDVLX FID VALUE 99% 3 60 0 0.76% 10.6%
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund 98% 3 60 0 0.57% 5.43%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.18%
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund 90% 3 60 0 0.79% 6.05%
MID-CAP BLEND FSLCX FID SMALL CAP STOCK 82% 3 60 0 0.67% 14.95%
Mid-Cap Growth MACGX MSIF MID CAP GRTH P 60% 3 60 0 1.03% 0%
LARGE BLEND PRGIX T Rowe Price Growth & Income Fund 0% 3 60 0 0.64% 2.71%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 3 60 0 0.04% 0%
FIXED INCOME
Intermediate Government FGMNX Fidelity Income Fund: Fidelity GNMA Fund 87% 3 60 0 0.45% 3.72%
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund 78% 3 60 0 0.45% 3.7%
Average Expense Ratio: 0.66%
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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*
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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 to Create Model Portfolio

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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
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