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MyPlanIQ 401k Investor Compete Inc 401K Plan

Compete Inc 401K Plan Investment Model Portfolios

This Plan is unrated.
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COMPETE INC 401K PLAN
Investment Options
Total Available Funds: 40
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX FIDELITY FREEDOM 2020
Target Date 2011-2015 FFVFX FIDELITY FREEDOM 2015
Retirement Income FFFAX FIDELITY FREEDOM INCOME
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FIDELITY DIVERSIFD INTL
Foreign Large Blend FOSFX FIDELITY OVERSEAS
US EQUITY
LARGE BLEND FFIDX FIDELITY FIDELITY FUND
LARGE BLEND FDGFX FIDELITY DIVIDEND GR
MID-CAP VALUE FDVLX FIDELITY VALUE
REAL ESTATE
REAL ESTATE FRIFX FIDELITY REAL ESTATE INVS
Total Available Funds: 40
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX FIDELITY FREEDOM 2020
Target Date 2011-2015 FFVFX FIDELITY FREEDOM 2015
Retirement Income FFFAX FIDELITY FREEDOM INCOME
Target Date 2026-2030 FFFEX FIDELITY FREEDOM 2030
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 2041-2045 FFFGX FIDELITY FREEDOM 2045
Target Date 2000-2010 FFFVX FIDELITY FREEDOM 2005
Moderate Allocation FPURX FIDELITY PURITAN
ROOT CASH FIDELITY RETIRE MMKT
Target Date 2000-2010 FFFBX FIDELITY FREEDOM 2000
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FIDELITY DIVERSIFD INTL
Foreign Large Blend FOSFX FIDELITY OVERSEAS
US EQUITY
LARGE BLEND FFIDX FIDELITY FIDELITY FUND
LARGE BLEND FDGFX FIDELITY DIVIDEND GR
MID-CAP VALUE FDVLX FIDELITY VALUE
LARGE GROWTH FBGRX FIDELITY BLUE CHIP GR
LARGE VALUE FEQIX FIDELITY EQUITY INC
LARGE VALUE FEQTX FIDELITY EQUITY INC II
LARGE GROWTH FLCSX FIDELITY LARGE CAP STOCK
LARGE GROWTH FCNTX FIDELITY CONTRAFUND
LARGE GROWTH FOCPX FIDELITY OTC PORTFOLIO
LARGE BLEND FSTMX SPTN TOT MKT IDX INV
SMALL VALUE FCPVX FIDELITY SMALL CAP VALUE
LARGE GROWTH FDGRX FIDELITY GROWTH COMPANY
SMALL BLEND FSCRX FIDELITY SM CAP DISC OVERY
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV
MID-CAP BLEND FSLSX FIDELITY VALUE STRAT
Mid-Cap Growth FDEGX FIDELITY GROWTH STRAT
Mid-Cap Growth FKMCX FIDELITY MID CAP STOC K
LARGE GROWTH FFTYX FIDELITY FIFTY
MID-CAP BLEND FLPSX FIDELITY LOW PRICED STK
LARGE GROWTH FEXPX FIDELITY EXPORT & MULTI
REAL ESTATE
REAL ESTATE FRIFX FIDELITY REAL ESTATE INVS
FIXED INCOME
Short-Term Bond FSHBX FIDELITY SHORT TERM BOND
Intermediate-Term Bond FTHRX FIDELITY INTERMED BOND
Intermediate-Term Bond FBNDX FIDELITY INVST GRADE BD
Total Available Funds: 40
  • 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 2016-2020 FFFDX FIDELITY FREEDOM 2020 98% 3 60 0 0.58% 8.19%
Target Date 2011-2015 FFVFX FIDELITY FREEDOM 2015 98% 3 60 0 0.54% 6.89%
Retirement Income FFFAX FIDELITY FREEDOM INCOME 98% 3 60 0 0.42% 3.2%
Target Date 2026-2030 FFFEX FIDELITY FREEDOM 2030 95% 3 60 0 0.66% 6.86%
Target Date 2036-2040 FFFFX FIDELITY FREEDOM 2040 95% 3 60 0 0.64% 7.58%
Target Date 2021-2025 FFTWX FIDELITY FREEDOM 2025 95% 3 60 0 0.34% 7.52%
Target Date 2031-2035 FFTHX FIDELITY FREEDOM 2035 95% 3 60 0 0.7% 6.78%
Target Date 2050+ FFFHX FIDELITY FREEDOM 2050 94% 3 60 0 0.75% 6.51%
Target Date 2000-2010 FFFCX FIDELITY FREEDOM 2010 92% 3 60 0 0.49% 4.99%
Target Date 2041-2045 FFFGX FIDELITY FREEDOM 2045 91% 3 60 0 0.75% 7.11%
Target Date 2000-2010 FFFVX FIDELITY FREEDOM 2005 87% 3 60 0 0.42% 3.49%
Moderate Allocation FPURX FIDELITY PURITAN 81% 3 60 0 0.5% 7.14%
ROOT CASH FIDELITY RETIRE MMKT 0% 0 60 0 NA 2.53%
Target Date 2000-2010 FFFBX FIDELITY FREEDOM 2000 0% 3 60 0 0.44% 6.09%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FIDELITY DIVERSIFD INTL 98% 3 60 0 0.65% 10.56%
Foreign Large Blend FOSFX FIDELITY OVERSEAS 88% 3 60 0 0.95% 4.74%
US EQUITY
LARGE BLEND FFIDX FIDELITY FIDELITY FUND 100% 3 60 0 0.46% 1.37%
LARGE BLEND FDGFX FIDELITY DIVIDEND GR 99% 3 60 0 0.77% 9.99%
MID-CAP VALUE FDVLX FIDELITY VALUE 99% 3 60 0 0.76% 10.57%
LARGE GROWTH FBGRX FIDELITY BLUE CHIP GR 99% 3 60 0 0.69% 2.27%
LARGE VALUE FEQIX FIDELITY EQUITY INC 98% 3 60 0 0.57% 5.41%
LARGE VALUE FEQTX FIDELITY EQUITY INC II 97% 3 60 0 0.58% 7.6%
LARGE GROWTH FLCSX FIDELITY LARGE CAP STOCK 96% 3 60 0 0.76% 7.24%
LARGE GROWTH FCNTX FIDELITY CONTRAFUND 96% 3 60 0 0.55% 5.09%
LARGE GROWTH FOCPX FIDELITY OTC PORTFOLIO 94% 3 60 0 0.81% 9.06%
LARGE BLEND FSTMX SPTN TOT MKT IDX INV 93% 3 60 0 0.09% 1.17%
SMALL VALUE FCPVX FIDELITY SMALL CAP VALUE 91% 3 60 0 1.5% 10.52%
LARGE GROWTH FDGRX FIDELITY GROWTH COMPANY 90% 3 60 0 0.79% 5.97%
SMALL BLEND FSCRX FIDELITY SM CAP DISC OVERY 90% 3 60 0 1.07% 14.6%
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV 76% 3 60 0 0.1% 1.42%
MID-CAP BLEND FSLSX FIDELITY VALUE STRAT 74% 3 60 0 1.15% 8.82%
Mid-Cap Growth FDEGX FIDELITY GROWTH STRAT 72% 3 60 0 0.72% 9.22%
Mid-Cap Growth FKMCX FIDELITY MID CAP STOC K 68% 3 60 0 0.85% 2.04%
LARGE GROWTH FFTYX FIDELITY FIFTY 20% 3 60 0 1.65% 80.06%
MID-CAP BLEND FLPSX FIDELITY LOW PRICED STK 1% 3 60 0 0.92% 13.03%
LARGE GROWTH FEXPX FIDELITY EXPORT & MULTI 0% 3 60 0 0.74% 0.48%
REAL ESTATE
REAL ESTATE FRIFX FIDELITY REAL ESTATE INVS 88% 3 60 0 0.71% 4.7%
FIXED INCOME
Short-Term Bond FSHBX FIDELITY SHORT TERM BOND 100% 3 60 0 0.5% 4.15%
Intermediate-Term Bond FTHRX FIDELITY INTERMED BOND 78% 3 60 0 0.45% 3.71%
Intermediate-Term Bond FBNDX FIDELITY INVST GRADE BD 76% 3 60 0 0.76% 3.92%
Average Expense Ratio: 0.69%
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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 for Portfolio Details or Follow 1.3% 9.5% 2.7% 7.1% 5.6% 7.0%

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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:)
The plan consists of 40 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.

Compete, a Kantar Media company, helps the world’s top brands improve their marketing based on the online behavior of millions of consumers. Leading advertisers, agencies and publishers rely on Compete’s products and services to create engaging online experiences and highly profitable advertising campaigns. Compete’s online panel—the largest in the industry—makes the web as ingrained in marketing as it is in people’s lives. Compete is located in Boston, MA, with offices throughout the U.S.

This plan is created upon a user's request.



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