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MyPlanIQ 401k Investor COMCAST CORPORATION RETIREMENT-INVESTMENT PLAN

COMCAST CORPORATION RETIREMENT-INVESTMENT PLAN Investment Model Portfolios

This Plan is unrated.
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COMCAST CORPORATION RETIREMENT - INVESTMENT PLAN
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET 2025
Target Date 2041-2045 VTIVX VANGUARD TARGET 2045
Retirement Income VTINX VANGUARD TARGET INC
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
WORLD STOCK TEMWX TEMPLETON WORLD A
Foreign Large Blend FSPSX SPTN INTL INDEX FAI
US EQUITY
LARGE GROWTH TRBCX TRP BLUE CHIP GROWTH
LARGE GROWTH FDGRX FID GROWTH COMPANY
LARGE BLEND VITSX VANG TOT STK MKT IS
Total Available Funds: 28
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET 2025
Target Date 2041-2045 VTIVX VANGUARD TARGET 2045
Retirement Income VTINX VANGUARD TARGET INC
Target Date 2031-2035 VTTHX VANGUARD TARGET 2035
Moderate Allocation DODBX DODGE & COX BALANCED
Target Date 2051+ VFFVX VANGUARD TARGET 2055
Target Date 2046-2050 VFIFX VANGUARD TARGET 2050
Target Date 2026-2030 VTHRX VANGUARD TARGET 2030
Target Date 2036-2040 VFORX VANGUARD TARGET 2040
Target Date 2016-2020 VTWNX VANGUARD TARGET 2020
Target Date 2011-2015 VTXVX VANGUARD TARGET 2015
Target Date 2000-2010 VTENX VANGUARD TARGET 2010
ROOT CASH Fidelity Ret Govt MM
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
WORLD STOCK TEMWX TEMPLETON WORLD A
Foreign Large Blend FSPSX SPTN INTL INDEX FAI
US EQUITY
LARGE GROWTH TRBCX TRP BLUE CHIP GROWTH
LARGE GROWTH FDGRX FID GROWTH COMPANY
LARGE BLEND VITSX VANG TOT STK MKT IS
MID-CAP BLEND FSLCX FID SMALL CAP STOCK
LARGE VALUE VWNAX VANG WINDSOR II ADM
SMALL BLEND VSCIX VANG SM CAP IDX INST
SMALL BLEND VSCPX VANG SM CP IDX IS PL
LARGE BLEND FXAIX SPTN 500 IDX ADV IS
LARGE BLEND FXSIX SPTN 500 INDEX INST
FIXED INCOME
Intermediate-Term Bond AGG MELLON AGGR BD
Short-Term Bond FSHBX Fidelity Short Term Investment Fund
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Total Available Funds: 28
  • 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 VTTVX VANGUARD TARGET 2025 97% 1 60 0 0.08% 7.52%
Target Date 2041-2045 VTIVX VANGUARD TARGET 2045 97% 1 60 0 0.08% 2.76%
Retirement Income VTINX VANGUARD TARGET INC 97% 1 60 0 0.08% 5.13%
Target Date 2031-2035 VTTHX VANGUARD TARGET 2035 96% 1 60 0 0.08% 3.2%
Moderate Allocation DODBX DODGE & COX BALANCED 92% 1 60 0 0.42% 1.66%
Target Date 2051+ VFFVX VANGUARD TARGET 2055 80% 1 60 0 0.08% 2.33%
Target Date 2046-2050 VFIFX VANGUARD TARGET 2050 75% 1 60 0 0.08% 2.34%
Target Date 2026-2030 VTHRX VANGUARD TARGET 2030 70% 1 60 0 0.08% 4.29%
Target Date 2036-2040 VFORX VANGUARD TARGET 2040 69% 1 60 0 0.08% 3.03%
Target Date 2016-2020 VTWNX VANGUARD TARGET 2020 66% 1 60 0 0.08% 8.16%
Target Date 2011-2015 VTXVX VANGUARD TARGET 2015 0% 1 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX VANGUARD TARGET 2010 0% 1 60 0 0.17% 7.48%
ROOT CASH Fidelity Ret Govt MM 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL 98% 1 60 0 0.65% 10.56%
WORLD STOCK TEMWX TEMPLETON WORLD A 44% 1 60 0 0.81% 13.49%
Foreign Large Blend FSPSX SPTN INTL INDEX FAI 5% 1 60 0 0.03% 3.4%
US EQUITY
LARGE GROWTH TRBCX TRP BLUE CHIP GROWTH 100% 1 60 0 1.23% 5.77%
LARGE GROWTH FDGRX FID GROWTH COMPANY 90% 1 60 0 0.79% 5.97%
LARGE BLEND VITSX VANG TOT STK MKT IS 82% 1 60 0 0.03% 1.29%
MID-CAP BLEND FSLCX FID SMALL CAP STOCK 82% 1 60 0 0.67% 14.85%
LARGE VALUE VWNAX VANG WINDSOR II ADM 81% 1 60 0 0.26% 11.95%
SMALL BLEND VSCIX VANG SM CAP IDX INST 80% 1 60 0 0.05% 1.53%
SMALL BLEND VSCPX VANG SM CP IDX IS PL 15% 1 60 0 0.05% 1.54%
LARGE BLEND FXAIX SPTN 500 IDX ADV IS 4% 1 60 0 0.02% 1.32%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 1 60 0 0.04% 2.05%
FIXED INCOME
Intermediate-Term Bond AGG MELLON AGGR BD 100% 1 60 0 0.03% 4.02%
Short-Term Bond FSHBX Fidelity Short Term Investment Fund 100% 1 60 0 0.5% 4.15%
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 96% 1 60 0 0.83% 4.63%
Average Expense Ratio: 0.27%
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* 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 for Portfolio Details or Follow 0.3% 14.8% 4.1% 7.6% 6.3% 7.1%

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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 10.4% 0.8% 6.6% 6.4% 10.6% 9.9%

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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:CMCSK)
The plan consists of 29 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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