MyPlanIQ 401k Investor Apache Design Solutions 401K

Apache Design Solutions 401K

This Plan is unrated.
Investment Options
Total Available Funds: 42
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
REAL ESTATE
REAL ESTATE RRRRX DWS RREEF Real Estate Securities Inst
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Gr 529F
WORLD STOCK IGMIX ING Oppenheimer Global I
WORLD STOCK TGADX Templeton Growth Adv
Others
Conservative Allocation IIFIX ING Franklin Income I
Natural Resources MAGRX BlackRock Natural Resources I
Health HIAHX Hartford Global Health HLS IA
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government GSOIX Goldman Sachs Government Income Instl
Intermediate Government BGIBX BlackRock Government Inc BlackRock
Total Available Funds: 42
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
REAL ESTATE
REAL ESTATE RRRRX DWS RREEF Real Estate Securities Inst
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Gr 529F
WORLD STOCK IGMIX ING Oppenheimer Global I
WORLD STOCK TGADX Templeton Growth Adv
FOREIGN SMALL/MID GROWTH MIDHX MFS International New Discovery R3
WORLD STOCK TEDIX Mutual Global Discovery A
WORLD STOCK HVGAX Hartford Global Research HLS IA
Others
Conservative Allocation IIFIX ING Franklin Income I
Natural Resources MAGRX BlackRock Natural Resources I
Health HIAHX Hartford Global Health HLS IA
Moderate Allocation RIDCX American Funds Inc Fund of Amer R3
ROOT CASH Hartford Money Market HLS Fidelity Managed Income Portfolio
Retirement Income RLRHX State Farm LifePath Income R3
Target Date 2036-2040 HTMTX Hartford Target Retirement 2040 R5
Target Date 2026-2030 HTHTX Hartford Target Retirement 2030 R5
Target Date 2016-2020 HTWTX Hartford Target Retirement 2020 R5
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government GSOIX Goldman Sachs Government Income Instl
Intermediate Government BGIBX BlackRock Government Inc BlackRock
US EQUITY
LARGE GROWTH JCAPX Janus Forty
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
LARGE BLEND EIUTX Eaton Vance Dividend Builder I
SMALL VALUE ACVIX American Century Small Cap Value Inst
LARGE VALUE EILVX Eaton Vance Large-Cap Value I
LARGE BLEND MIGYX Oppenheimer Main Street Y
LARGE VALUE ANVIX Allianz NFJ Large Cap Value Instl
LARGE GROWTH CEYIX Calvert Social Investment Equity I
Mid-Cap Growth ALMRX Alger MidCap Growth Institutional I
SMALL BLEND MASPX BlackRock Value Opportunities I
LARGE GROWTH SAGYX Legg Mason Partners Aggressive Growth I
Small Growth GROYX Pioneer Growth Opportunities Y
SMALL BLEND SMCYX Legg Mason Partners Small Cap Value I
LARGE VALUE HWLIX Hotchkis and Wiley Large Cap Value I
Mid-Cap Growth KAUFX Federated Kaufmann
LARGE BLEND ISBAX Davis New York Venture
LARGE GROWTH RAFCX American Funds AMCAP R3
LARGE BLEND RICCX American Funds Invmt Co of Amer R3
LARGE BLEND HIAIX Hartford Index HLS IA
LARGE BLEND GTVVX AIM Basic Value I
MID-CAP VALUE MRVEX Marshall Mid-Cap Value Inv
Small Growth SSEGX BlackRock Small/Mid Growth Instl
Total Available Funds: 42
  • 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 Oppenheimer Developing Markets Y 89% 3 60 0 0.84% 0.83%
REAL ESTATE
REAL ESTATE RRRRX DWS RREEF Real Estate Securities Inst 83% 3 60 0 0.61% 1.86%
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Gr 529F 94% 3 60 0 0.9% 3.89%
WORLD STOCK IGMIX ING Oppenheimer Global I 86% 3 60 0 1.2% 11.25%
WORLD STOCK TGADX Templeton Growth Adv 81% 3 60 0 0.79% 1.23%
FOREIGN SMALL/MID GROWTH MIDHX MFS International New Discovery R3 59% 3 60 0 2.03% 0%
WORLD STOCK TEDIX Mutual Global Discovery A 58% 3 60 0 1.45% 1.75%
WORLD STOCK HVGAX Hartford Global Research HLS IA 0% 3 60 0 1.03% 1%
Others
Conservative Allocation IIFIX ING Franklin Income I 69% 3 60 0 1.22% 3.02%
Natural Resources MAGRX BlackRock Natural Resources I 63% 3 60 0 1.17% 4.25%
Health HIAHX Hartford Global Health HLS IA 61% 3 60 0 1.16% 0.44%
Moderate Allocation RIDCX American Funds Inc Fund of Amer R3 36% 3 60 0 0.69% 3.4%
ROOT CASH Hartford Money Market HLS Fidelity Managed Income Portfolio 0% 3 60 0 NA 4.14%
Retirement Income RLRHX State Farm LifePath Income R3 0% 3 60 0 0.89% 1.54%
Target Date 2036-2040 HTMTX Hartford Target Retirement 2040 R5 0% 3 60 0 0.85% 3.93%
Target Date 2026-2030 HTHTX Hartford Target Retirement 2030 R5 0% 3 60 0 0.85% 5.89%
Target Date 2016-2020 HTWTX Hartford Target Retirement 2020 R5 0% 3 60 0 0.85% 5.73%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Intermediate Government GSOIX Goldman Sachs Government Income Instl 74% 3 60 0 1.06% 2.58%
Intermediate Government BGIBX BlackRock Government Inc BlackRock 0% 3 60 0 NA 0%
US EQUITY
LARGE GROWTH JCAPX Janus Forty 95% 3 60 0 1.64% 8.47%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A 93% 3 60 0 1.18% 0.54%
LARGE BLEND EIUTX Eaton Vance Dividend Builder I 91% 3 60 0 0.75% 3.52%
SMALL VALUE ACVIX American Century Small Cap Value Inst 90% 3 60 0 1.34% 1.18%
LARGE VALUE EILVX Eaton Vance Large-Cap Value I 90% 3 60 0 0.77% 1.16%
LARGE BLEND MIGYX Oppenheimer Main Street Y 82% 3 60 0 0.8% 0.18%
LARGE VALUE ANVIX Allianz NFJ Large Cap Value Instl 80% 3 60 0 0.75% 1.65%
LARGE GROWTH CEYIX Calvert Social Investment Equity I 79% 3 60 0 0.59% 1.69%
Mid-Cap Growth ALMRX Alger MidCap Growth Institutional I 79% 3 60 0 1.91% 0%
SMALL BLEND MASPX BlackRock Value Opportunities I 71% 3 60 0 0.73% 0.92%
LARGE GROWTH SAGYX Legg Mason Partners Aggressive Growth I 71% 3 60 0 1.24% 11%
Small Growth GROYX Pioneer Growth Opportunities Y 70% 3 60 0 1.41% 0%
SMALL BLEND SMCYX Legg Mason Partners Small Cap Value I 69% 3 60 0 1.35% 0.95%
LARGE VALUE HWLIX Hotchkis and Wiley Large Cap Value I 69% 3 60 0 1.91% 11.25%
Mid-Cap Growth KAUFX Federated Kaufmann 65% 3 60 0 2.51% 1.91%
LARGE BLEND ISBAX Davis New York Venture 42% 3 60 0 0.95% 52.11%
LARGE GROWTH RAFCX American Funds AMCAP R3 40% 3 60 0 0.49% 2.99%
LARGE BLEND RICCX American Funds Invmt Co of Amer R3 33% 3 60 0 0.27% 4.76%
LARGE BLEND HIAIX Hartford Index HLS IA 0% 3 60 0 0.33% 0%
LARGE BLEND GTVVX AIM Basic Value I 0% 3 60 0 NA NA
MID-CAP VALUE MRVEX Marshall Mid-Cap Value Inv 0% 3 60 0 1.23% 0%
Small Growth SSEGX BlackRock Small/Mid Growth Instl 0% 3 60 0 NA 0%
Average Expense Ratio: 1.07%
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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 -0.2% 8.0% 0.1% 4.4% 4.2% 7.2%

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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:APAD)
The plan consists of 42 funds. It covers 5 major asset classes and 23 minor asset classes. The major asset classes it covers are REITs, Foreign Equity, Emerging Market Equity, US Equity and Fixed Income.

 



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