MyPlanIQ 401k Investor Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan

Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE JURRX JP Morgan U.S. Real Estate Fund,
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund,
Others
World Allocation MALOX BlackRock Global Allocation Fund
Utilities MMUIX MFS Utilities Fund
Health HGHIX Hartford Global Health Fund
FIXED INCOME
Intermediate Government PDMIX PIMCO GNMA Fund
High Yield Bond RITFX American Funds High Income Fund
WORLD BOND TGBAX Templeton Global Bond Fund
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE JURRX JP Morgan U.S. Real Estate Fund,
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund,
Others
World Allocation MALOX BlackRock Global Allocation Fund
Utilities MMUIX MFS Utilities Fund
Health HGHIX Hartford Global Health Fund
Technology ISTIX Ivy Science and Technology Fund
Natural Resources UMESX Columbia Energy and Natural Resources Fund
Target Date 2016-2020 LTHRX Alliance Bernstein 2020 Retirement Str R Fund
Target Date 2000-2010 LTDRX Alliance Bernstein 2010 Retirement Str R Fund
Target Date 2000-2010 LTBRX Alliance Bernstein 2005 Retirement Str R Fund
Target Date 2050+ LTWRX Alliance Bernstein 2055 Retirement Str R Fund
Target Date 2021-2025 LTJRX Alliance Bernstein 2025 Retirement Str R Fund
Target Date 2050+ LTQRX Alliance Bernstein 2050 Retirement Str R Fund
Target Date 2041-2045 LTPRX Alliance Bernstein 2045 Retirement Str R Fund
Target Date 2031-2035 LTLRX Alliance Bernstein 2035 Retirement Str R Fund
Target Date 2026-2030 LTKRX Alliance Bernstein 2030 Retirement Str R Fund
Target Date 2011-2015 LTERX Alliance Bernstein 2015 Retirement Str R Fund
Target Date 2036-2040 LTSRX Alliance Bernstein 2040 Retirement Str R Fund
ROOT CASH Federated Prime Cash Obligations Fund,
FIXED INCOME
Intermediate Government PDMIX PIMCO GNMA Fund
High Yield Bond RITFX American Funds High Income Fund
WORLD BOND TGBAX Templeton Global Bond Fund
Intermediate-Term Bond JBGIX Artio Total Return Bond Fund
US EQUITY
Mid-Cap Growth BMCIX BlackRock U.S. Opportunites Inv Fund,
Small Growth PSGIX BlackRock Small Cap Growth Equity Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
LARGE VALUE MADVX BlackRock Equity Dividend Fund
MID-CAP VALUE ARTQX Artisian Mid Cap Value Fund
LARGE BLEND RFNFX American Funds Fundamental Inv Fund
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Fund
LARGE BLEND BTIIX DWS Equity 500 Index Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America
Total Available Funds: 33
  • 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 JURRX JP Morgan U.S. Real Estate Fund, 0% 3 60 0 0.74% 15.15%
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open Fund 61% 3 60 0 1.07% 4.6%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund, 94% 3 60 0 0.84% 1.86%
Others
World Allocation MALOX BlackRock Global Allocation Fund 90% 3 60 0 0.84% 0.44%
Utilities MMUIX MFS Utilities Fund 66% 3 60 0 1% 6.04%
Health HGHIX Hartford Global Health Fund 52% 3 60 0 1.26% 0%
Technology ISTIX Ivy Science and Technology Fund 51% 3 60 0 0.96% 8.95%
Natural Resources UMESX Columbia Energy and Natural Resources Fund 23% 3 60 0 1.09% 3.81%
Target Date 2016-2020 LTHRX Alliance Bernstein 2020 Retirement Str R Fund 0% 3 60 0 1.22% 0%
Target Date 2000-2010 LTDRX Alliance Bernstein 2010 Retirement Str R Fund 0% 3 60 0 1.14% 1.96%
Target Date 2000-2010 LTBRX Alliance Bernstein 2005 Retirement Str R Fund 0% 3 60 0 1.12% 2.17%
Target Date 2050+ LTWRX Alliance Bernstein 2055 Retirement Str R Fund 0% 3 60 0 1.26% 2.51%
Target Date 2021-2025 LTJRX Alliance Bernstein 2025 Retirement Str R Fund 0% 3 60 0 1.24% 1.35%
Target Date 2050+ LTQRX Alliance Bernstein 2050 Retirement Str R Fund 0% 3 60 0 1.26% 6.84%
Target Date 2041-2045 LTPRX Alliance Bernstein 2045 Retirement Str R Fund 0% 3 60 0 1.26% 0.78%
Target Date 2031-2035 LTLRX Alliance Bernstein 2035 Retirement Str R Fund 0% 3 60 0 1.26% 0.84%
Target Date 2026-2030 LTKRX Alliance Bernstein 2030 Retirement Str R Fund 0% 3 60 0 1.26% 1.1%
Target Date 2011-2015 LTERX Alliance Bernstein 2015 Retirement Str R Fund 0% 3 60 0 1.18% 1.88%
Target Date 2036-2040 LTSRX Alliance Bernstein 2040 Retirement Str R Fund 0% 3 60 0 1.26% 0.69%
ROOT CASH Federated Prime Cash Obligations Fund, 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate Government PDMIX PIMCO GNMA Fund 92% 3 60 0 1.67% 4.53%
High Yield Bond RITFX American Funds High Income Fund 89% 3 60 0 0.72% 6.72%
WORLD BOND TGBAX Templeton Global Bond Fund 52% 3 60 0 0.64% 4.14%
Intermediate-Term Bond JBGIX Artio Total Return Bond Fund 0% 3 60 0 0.45% 2.32%
US EQUITY
Mid-Cap Growth BMCIX BlackRock U.S. Opportunites Inv Fund, 94% 3 60 0 1.1% 6.7%
Small Growth PSGIX BlackRock Small Cap Growth Equity Fund 93% 3 60 0 1% 0.25%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund 93% 3 60 0 0.91% 1.89%
LARGE VALUE MADVX BlackRock Equity Dividend Fund 91% 3 60 0 1% 7.21%
MID-CAP VALUE ARTQX Artisian Mid Cap Value Fund 91% 3 60 0 1.05% 17.63%
LARGE BLEND RFNFX American Funds Fundamental Inv Fund 88% 3 60 0 0.6% 1.27%
SMALL BLEND DISSX Dreyfus Small Cap Stock Index Fund 79% 3 60 0 0.5% 12.27%
LARGE BLEND BTIIX DWS Equity 500 Index Fund 78% 3 60 0 0.2% 1.27%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 0.75%
Average Expense Ratio: 0.99%
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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 2.6% 12.7% 1.7% 5.6% 4.4% 6.3%

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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 plan consists of 33 funds. It covers 5 major asset classes and 29 minor asset classes. The major asset classes it covers are Emerging Market Equity, US Equity, Fixed Income, Foreign Equity and REITs.


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