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MyPlanIQ FORRESTER RESEARCH INC. 401K PLAN and TRUST

FORRESTER RESEARCH INC. 401K PLAN and TRUST Investment Model Portfolios

This Plan is unrated.
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FORRESTER RESEARCH, INC. 401(K) PLAN & TRUST
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
WORLD STOCK TEDIX MUTUAL GBL DISCVRY A
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
US EQUITY
LARGE GROWTH FCNTX FID CONTRAFUND
Mid-Cap Growth MERDX MERIDIAN GROWTH
MID-CAP BLEND NMPAX COL MID CAP IDX Z
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Multisector Bond FSICX FID STRATEGIC INCOME
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
WORLD STOCK TEDIX MUTUAL GBL DISCVRY A
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
US EQUITY
LARGE GROWTH FCNTX FID CONTRAFUND
Mid-Cap Growth MERDX MERIDIAN GROWTH
MID-CAP BLEND NMPAX COL MID CAP IDX Z
SMALL BLEND NMSCX COL SM CAP IDX Z
Mid-Cap Growth FMCSX FID MID CAP STOCK
Mid-Cap Growth FISGX NUVEEN MDCP GR OPP I
SMALL BLEND RSPFX RS PARTNERS A
LARGE BLEND FXSIX SPTN 500 INDEX INST
LARGE VALUE ANDAX ALLNZ NFJ DIV VAL AD 5
Small Growth MRSCX BMO SMALL CAP GR Y
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Multisector Bond FSICX FID STRATEGIC INCOME
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PIM COM REAL RET ADM
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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y 89% 3 60 0 0.84% 35.96%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL 98% 3 60 0 0.65% 10.71%
WORLD STOCK TEDIX MUTUAL GBL DISCVRY A 57% 3 60 0 1.45% 10.86%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 3 60 0 0.07% 2.44%
US EQUITY
LARGE GROWTH FCNTX FID CONTRAFUND 96% 3 60 0 0.55% 5.18%
Mid-Cap Growth MERDX MERIDIAN GROWTH 87% 3 60 0 0.85% 8.34%
MID-CAP BLEND NMPAX COL MID CAP IDX Z 81% 3 60 0 0.2% 9.43%
SMALL BLEND NMSCX COL SM CAP IDX Z 81% 3 60 0 0.45% 12.39%
Mid-Cap Growth FMCSX FID MID CAP STOCK 77% 3 60 0 0.75% 2.03%
Mid-Cap Growth FISGX NUVEEN MDCP GR OPP I 72% 3 60 0 0.92% 8.74%
SMALL BLEND RSPFX RS PARTNERS A 40% 3 60 0 1.12% 5.55%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 3 60 0 0.04% 2.05%
LARGE VALUE ANDAX ALLNZ NFJ DIV VAL AD 5 0% 3 60 0 1.72% 13.64%
Small Growth MRSCX BMO SMALL CAP GR Y 0% 3 60 0 1.44% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 96% 3 60 0 0.83% 4.63%
Multisector Bond FSICX FID STRATEGIC INCOME 74% 3 60 0 0.7% 3.83%
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PIM COM REAL RET ADM 76% 3 60 0 1.14% 7.62%
Average Expense Ratio: 0.81%
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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*
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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
The investment options have not been imported yet.


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