MyPlanIQ Quantcast 401K

Quantcast 401K

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX VEMAX
REAL ESTATE
REAL ESTATE FRESX FRESX
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODFX
WORLD STOCK OAKGX OAKGX
Foreign Large Blend HIINX HIINX
Others
Target Date 2016-2020 FFFDX FFFDX
Retirement Income FFFAX FFFAX
Target Date 2011-2015 FFVFX FFVFX
FIXED INCOME
High Yield Bond SPHIX SPHIX
Intermediate-Term Bond DODIX DODIX
High Yield Bond PHYQX PHYQX
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX VEMAX
REAL ESTATE
REAL ESTATE FRESX FRESX
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODFX
WORLD STOCK OAKGX OAKGX
Foreign Large Blend HIINX HIINX
Foreign Large Blend FSIVX FSIVX
Others
Target Date 2016-2020 FFFDX FFFDX
Retirement Income FFFAX FFFAX
Target Date 2011-2015 FFVFX FFVFX
Target Date 2026-2030 FFFEX FFFEX
Target Date 2036-2040 FFFFX FFFFX
Target Date 2021-2025 FFTWX FFTWX
Target Date 2031-2035 FFTHX FFTHX
Target Date 2046-2050 FFFHX FFFHX
Target Date 2000-2010 FFFCX FFFCX
Target Date 2041-2045 FFFGX FFFGX
Target Date 2000-2010 FFFVX FFFVX
Target Date 2051 FDEEX FDEEX
Target Date 2060 FDKVX FDKVX
Money Market-Taxable FRTXX FRTXX
FIXED INCOME
High Yield Bond SPHIX SPHIX
Intermediate-Term Bond DODIX DODIX
High Yield Bond PHYQX PHYQX
Intermediate-Term Bond FSITX FSITX
US EQUITY
LARGE GROWTH FCNTX FCNTX
Small Growth JSMGX JSMGX
LARGE VALUE DODGX DODGX
LARGE BLEND VDIGX VDIGX
SMALL BLEND FSCRX FSCRX
MID-CAP VALUE VASVX VASVX
Mid-Cap Growth FMCSX FMCSX
SMALL BLEND FSSPX FSSPX
MID-CAP BLEND FLPSX FLPSX
MID-CAP BLEND FSEVX FSEVX
LARGE BLEND VTSSX VTSSX
LARGE BLEND FUSVX FUSVX
Total Available Funds: 36
  • 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 VEMAX VEMAX 66% 3 60 0 0.08% 3.64%
REAL ESTATE
REAL ESTATE FRESX FRESX 96% 3 60 0 0.72% 7.38%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODFX 99% 3 60 0 0.52% 2.46%
WORLD STOCK OAKGX OAKGX 88% 3 60 0 0.94% 4.49%
Foreign Large Blend HIINX HIINX 60% 3 60 0 0.69% 3.33%
Foreign Large Blend FSIVX FSIVX 0% 3 60 0 0.07% 2.44%
Others
Target Date 2016-2020 FFFDX FFFDX 98% 3 60 0 0.58% 4.06%
Retirement Income FFFAX FFFAX 98% 3 60 0 0.42% 3.12%
Target Date 2011-2015 FFVFX FFVFX 98% 3 60 0 0.54% 3.64%
Target Date 2026-2030 FFFEX FFFEX 96% 3 60 0 0.66% 2.53%
Target Date 2036-2040 FFFFX FFFFX 95% 3 60 0 0.64% 2.02%
Target Date 2021-2025 FFTWX FFTWX 95% 3 60 0 0.34% 3.03%
Target Date 2031-2035 FFTHX FFTHX 95% 3 60 0 0.7% 2.29%
Target Date 2046-2050 FFFHX FFFHX 94% 3 60 0 0.75% 1.48%
Target Date 2000-2010 FFFCX FFFCX 92% 3 60 0 0.49% 2.93%
Target Date 2041-2045 FFFGX FFFGX 91% 3 60 0 0.75% 1.47%
Target Date 2000-2010 FFFVX FFFVX 87% 3 60 0 0.42% 3.04%
Target Date 2051 FDEEX FDEEX 74% 3 60 0 0.65% 1.46%
Target Date 2060 FDKVX FDKVX 0% 3 60 0 0.65% 1.46%
Money Market-Taxable FRTXX FRTXX 0% 3 60 0 NA NA
FIXED INCOME
High Yield Bond SPHIX SPHIX 92% 3 60 0 1.16% 5.91%
Intermediate-Term Bond DODIX DODIX 87% 3 60 0 0.33% 4.1%
High Yield Bond PHYQX PHYQX 4% 3 60 0 0.51% 7.63%
Intermediate-Term Bond FSITX FSITX 0% 3 60 0 0.11% 2.65%
US EQUITY
LARGE GROWTH FCNTX FCNTX 96% 3 60 0 0.55% 3.73%
Small Growth JSMGX JSMGX 96% 3 60 0 1.32% 7.25%
LARGE VALUE DODGX DODGX 93% 3 60 0 0.52% 6.01%
LARGE BLEND VDIGX VDIGX 90% 3 60 0 0.3% 3.58%
SMALL BLEND FSCRX FSCRX 90% 3 60 0 1.07% 5.06%
MID-CAP VALUE VASVX VASVX 85% 3 60 0 0.43% 18.74%
Mid-Cap Growth FMCSX FMCSX 77% 3 60 0 0.75% 2.88%
SMALL BLEND FSSPX FSSPX 18% 3 60 0 0.38% 1.64%
MID-CAP BLEND FLPSX FLPSX 1% 3 60 0 0.92% 17.47%
MID-CAP BLEND FSEVX FSEVX 0% 3 60 0 0.07% 4.47%
LARGE BLEND VTSSX VTSSX 0% 3 60 0 0.06% 1.97%
LARGE BLEND FUSVX FUSVX 0% 3 60 0 0.04% 2.05%
Average Expense Ratio: 0.55%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -3.5% -5.0% 3.7% 1.9% 7.4% 5.9%

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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
This plan consists of 36 funds, some of them are: DODGX, FCNTX, FUSVX, VDIGX, VTSSX, FLPSX.



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