MyPlanIQ 401k Investor ADTRAN, INC. 401(k) RETIREMENT PLAN

ADTRAN, INC. 401(k) RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Investments Diversified International Fund
Others
Target Date 2016-2020 FFFDX Fidelity Investments Freedom 2020 Fund Inter/Long horizon SAF fund
Retirement Income FFFAX Fidelity Investments Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Investments Freedom 2015 Fund
FIXED INCOME
Intermediate Government FGOVX Fidelity Investments Government Income Fund interm government
Multisector Bond LSBDX Loomis Sayles Company Bond Institutional Fund
Intermediate-Term Bond FBIDX Fidelity Investments US bond Index Fund Government/corporate bond fund
US EQUITY
LARGE GROWTH FBGRX Fidelity Investments Blue Chip Fund Equity growth fund
LARGE VALUE AAGPX American Beacon Advisors Inc. Large Cap Value Institutional Fund
LARGE BLEND NPRTX Neuberger Berman Partners Investment
Total Available Funds: 35
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Investments Diversified International Fund
Others
Target Date 2016-2020 FFFDX Fidelity Investments Freedom 2020 Fund Inter/Long horizon SAF fund
Retirement Income FFFAX Fidelity Investments Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Investments Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Investments Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Investments Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Investments Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Investments Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Investments Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Investments Freedom 2010 Fund interm horizon SAF fund
Target Date 2041-2045 FFFGX Fidelity Investments Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Investments Freedom 2005 Fund
Moderate Allocation FBALX Fidelity Investments Balanced Fund
Target Date 2000-2010 FFFBX Fidelity Investments Freedom 2000 Fund Short horizon SAF fund
ROOT CASH Fidelity Investments U. S. Treasury Money Mkt Fund
ROOT CASH Fidelity Investments rtmt Money Mkt Fund
FIXED INCOME
Intermediate Government FGOVX Fidelity Investments Government Income Fund interm government
Multisector Bond LSBDX Loomis Sayles Company Bond Institutional Fund
Intermediate-Term Bond FBIDX Fidelity Investments US bond Index Fund Government/corporate bond fund
US EQUITY
LARGE GROWTH FBGRX Fidelity Investments Blue Chip Fund Equity growth fund
LARGE VALUE AAGPX American Beacon Advisors Inc. Large Cap Value Institutional Fund
LARGE BLEND NPRTX Neuberger Berman Partners Investment
LARGE GROWTH FCNTX Fidelity Investments Contra Fund
MID-CAP BLEND FLVCX Fidelity Investments Leveraged Company Stock domestic equity
LARGE BLEND FUSEX Fidelity Investments Spartan US Equity Index Fund
LARGE GROWTH FGIOX Fidelity Investments Fidelity Fund Growth & income
Mid-Cap Growth FDEGX Fidelity Investments Aggressive Growth Fund Aggressive equity fund
LARGE GROWTH FGCKX Fidelity Investments Growth Company Fund
MID-CAP BLEND FLPSX Fidelity Investments Low Price Stock Fund
SMALL BLEND IWSAX Wells Fargo Adv Mid Cap Disciplined
LARGE BLEND unfound RS Investments RS Partners Y
Mid-Cap Growth RIMSX Rainer Investment Management Inc. Small/Mid Cap Equity Institutional Fund domestic equity
MID-CAP BLEND CBMBX Wells Fargo Adv C B Mid Cap Value Institutional
Small Growth SMPDX Morgan Stanley Small Company Growth Portfolio Special equity fund
LARGE VALUE FEIBX Fidelity Investments Equity Income Fund Value & income fund
Total Available Funds: 35
  • 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
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Investments Diversified International Fund 98% 3 60 0 0.65% 4.44%
Others
Target Date 2016-2020 FFFDX Fidelity Investments Freedom 2020 Fund Inter/Long horizon SAF fund 98% 3 60 0 0.58% 4.06%
Retirement Income FFFAX Fidelity Investments Freedom Income Fund 98% 3 60 0 0.42% 3.12%
Target Date 2011-2015 FFVFX Fidelity Investments Freedom 2015 Fund 98% 3 60 0 0.54% 3.64%
Target Date 2026-2030 FFFEX Fidelity Investments Freedom 2030 Fund 96% 3 60 0 0.66% 2.53%
Target Date 2036-2040 FFFFX Fidelity Investments Freedom 2040 Fund 95% 3 60 0 0.64% 2.02%
Target Date 2021-2025 FFTWX Fidelity Investments Freedom 2025 Fund 95% 3 60 0 0.34% 3.03%
Target Date 2031-2035 FFTHX Fidelity Investments Freedom 2035 Fund 95% 3 60 0 0.7% 2.29%
Target Date 2050+ FFFHX Fidelity Investments Freedom 2050 Fund 94% 3 60 0 0.75% 1.48%
Target Date 2000-2010 FFFCX Fidelity Investments Freedom 2010 Fund interm horizon SAF fund 92% 3 60 0 0.49% 2.93%
Target Date 2041-2045 FFFGX Fidelity Investments Freedom 2045 Fund 91% 3 60 0 0.75% 1.47%
Target Date 2000-2010 FFFVX Fidelity Investments Freedom 2005 Fund 87% 3 60 0 0.42% 3.04%
Moderate Allocation FBALX Fidelity Investments Balanced Fund 80% 3 60 0 0.5% 2.61%
Target Date 2000-2010 FFFBX Fidelity Investments Freedom 2000 Fund Short horizon SAF fund 0% 3 60 0 0.44% 6.09%
ROOT CASH Fidelity Investments U. S. Treasury Money Mkt Fund 0% 1 60 0 NA 2.67%
ROOT CASH Fidelity Investments rtmt Money Mkt Fund 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate Government FGOVX Fidelity Investments Government Income Fund interm government 91% 3 60 0 0.76% 2.81%
Multisector Bond LSBDX Loomis Sayles Company Bond Institutional Fund 82% 3 60 0 0.6% 5.57%
Intermediate-Term Bond FBIDX Fidelity Investments US bond Index Fund Government/corporate bond fund 0% 3 60 0 0.13% 2.54%
US EQUITY
LARGE GROWTH FBGRX Fidelity Investments Blue Chip Fund Equity growth fund 99% 3 60 0 0.69% 1.16%
LARGE VALUE AAGPX American Beacon Advisors Inc. Large Cap Value Institutional Fund 98% 3 60 0 0.94% 6.22%
LARGE BLEND NPRTX Neuberger Berman Partners Investment 97% 3 60 0 0.98% 2.44%
LARGE GROWTH FCNTX Fidelity Investments Contra Fund 96% 3 60 0 0.55% 3.73%
MID-CAP BLEND FLVCX Fidelity Investments Leveraged Company Stock domestic equity 85% 3 60 0 0.74% 13.06%
LARGE BLEND FUSEX Fidelity Investments Spartan US Equity Index Fund 79% 3 60 0 0.09% 1.69%
LARGE GROWTH FGIOX Fidelity Investments Fidelity Fund Growth & income 74% 3 60 0 1.15% 3.08%
Mid-Cap Growth FDEGX Fidelity Investments Aggressive Growth Fund Aggressive equity fund 72% 3 60 0 0.72% 0.06%
LARGE GROWTH FGCKX Fidelity Investments Growth Company Fund 68% 3 60 0 0.79% 4.47%
MID-CAP BLEND FLPSX Fidelity Investments Low Price Stock Fund 1% 3 60 0 0.92% 17.47%
SMALL BLEND IWSAX Wells Fargo Adv Mid Cap Disciplined 0% 3 60 0 NA 0.69%
LARGE BLEND unfound RS Investments RS Partners Y 0% 3 60 0 NA NA
Mid-Cap Growth RIMSX Rainer Investment Management Inc. Small/Mid Cap Equity Institutional Fund domestic equity 0% 3 60 0 1.26% 13.78%
MID-CAP BLEND CBMBX Wells Fargo Adv C B Mid Cap Value Institutional 0% 3 60 0 1.96% 0%
Small Growth SMPDX Morgan Stanley Small Company Growth Portfolio Special equity fund 0% 3 60 0 NA 3%
LARGE VALUE FEIBX Fidelity Investments Equity Income Fund Value & income fund 0% 3 60 0 1.81% 8.09%
Average Expense Ratio: 0.73%
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Related Retirement Plans
ADTRAN, INC. 401(K) RETIREMENT PLAN
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 2.2% 9.5% 2.6% 8.6% 5.9% 7.4%

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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:ADTN)
The plan consists of 36 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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