MyPlanIQ 401k Investor EQUIFAX INC. 401(k) PLAN

EQUIFAX INC. 401(k) PLAN Investment Model Portfolios

This Plan is unrated.
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EQUIFAX INC. 401K PLAN
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Fund
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX Morgan Stanley Instl Emerging Markets Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Value AAIPX ABF International Equity PA Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl Fund
Intermediate-Term Bond FBIDX Fidelity US Bond Index Fund
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Fund
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX Morgan Stanley Instl Emerging Markets Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Value AAIPX ABF International Equity PA Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Moderate Allocation FASMX Fidelity Asset Manager Fund
ROOT CASH Money market substitute
ROOT CASH Fidelity Retirement Government Money Market
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
ROOT CASH Fidelity Interest Bearing Cash
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl Fund
Intermediate-Term Bond FBIDX Fidelity US Bond Index Fund
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value Fund
LARGE VALUE FEQIX Fidelity Equity Income Fund
LARGE GROWTH MSEQX Morgan Stanley Instl U.S. Large Cap Growth Fund
LARGE GROWTH FAMRX Fidelity Asset Manager Growth Fund
Mid-Cap Growth MPEGX Morgan Stanley Instl Midcap Growth Adv Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
LARGE BLEND FUSVX Fidelity Spartan US Equity Index Fund
SMALL BLEND ISCYX RS Partners Small Cap Blend Fund
Total Available Funds: 25
  • 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
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Fund 96% 3 60 0 0.72% 1.13%
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX Morgan Stanley Instl Emerging Markets Fund 88% 3 60 0 0.95% 1.01%
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 2.02%
Foreign Large Value AAIPX ABF International Equity PA Fund 98% 3 60 0 1.97% 0%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 0.28%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 1.55%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 0.16%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 2.36%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 0%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 0.37%
Moderate Allocation FASMX Fidelity Asset Manager Fund 75% 3 60 0 0.92% 1.28%
ROOT CASH Money market substitute 0% 1 60 0 NA 5.5%
ROOT CASH Fidelity Retirement Government Money Market 0% 1 60 0 NA 5.5%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
ROOT CASH Fidelity Interest Bearing Cash 0% 1 60 0 NA 5.5%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl Fund 96% 3 60 0 0.83% 3.22%
Intermediate-Term Bond FBIDX Fidelity US Bond Index Fund 0% 3 60 0 0.13% 2.54%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value Fund 99% 3 60 0 0.76% 1.18%
LARGE VALUE FEQIX Fidelity Equity Income Fund 98% 3 60 0 0.57% 0.87%
LARGE GROWTH MSEQX Morgan Stanley Instl U.S. Large Cap Growth Fund 86% 3 60 0 0.89% 0.82%
LARGE GROWTH FAMRX Fidelity Asset Manager Growth Fund 85% 3 60 0 1.23% 0%
Mid-Cap Growth MPEGX Morgan Stanley Instl Midcap Growth Adv Fund 80% 3 60 0 0.74% 0%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 1.85%
LARGE BLEND FUSVX Fidelity Spartan US Equity Index Fund 0% 3 60 0 0.04% 2.05%
SMALL BLEND ISCYX RS Partners Small Cap Blend Fund 0% 3 60 0 NA 0.44%
Average Expense Ratio: 0.73%
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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 -4.9% -6.5% 2.7% 2.7% 7.1% 5.9%

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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 5.6% -1.2% 5.9% 4.3% 9.2% 10.9%

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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:EFX)
The plan consists of 26 funds. It covers 5 major asset classes and 19 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity, Fixed Income and REITs.


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