MyPlanIQ 401k Investor Synfora John Hancock Retirement Plan Services

Synfora John Hancock Retirement Plan Services

This Plan is unrated.
Investment Options
Total Available Funds: 54
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets
REAL ESTATE
REAL ESTATE RRREX DWS RREEF Real Estate Securities
INTERNATIONAL EQUITY
WORLD STOCK TEDIX Mutual Global Discovery
Foreign Large Blend RERCX American Funds EuroPacific Growth
WORLD STOCK OPPAX Oppenheimer Global
Others
ROOT DSEFX Domini Social Eq
Moderate Allocation JILBX JHancock2 Lifestyle Balanced 1
Conservative Allocation JILCX JHancock2 Lifestyle Conservative 1
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal
Multisector Bond RPSIX T. Rowe Price Spectrum Income
Intermediate-Term Bond PTRAX PIMCO Total Return
Total Available Funds: 54
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets
REAL ESTATE
REAL ESTATE RRREX DWS RREEF Real Estate Securities
INTERNATIONAL EQUITY
WORLD STOCK TEDIX Mutual Global Discovery
Foreign Large Blend RERCX American Funds EuroPacific Growth
WORLD STOCK OPPAX Oppenheimer Global
WORLD STOCK TEMWX Templeton World
Foreign Large Value JIVIX International Value Fund
Foreign Small/Mid Value JIIMX Intrnational Small Cap Fund
Foreign Large Blend JEIEX International Equity Index Fund
Others
ROOT DSEFX Domini Social Eq
Moderate Allocation JILBX JHancock2 Lifestyle Balanced 1
Conservative Allocation JILCX JHancock2 Lifestyle Conservative 1
Conservative Allocation JILMX JHancock2 Lifestyle Moderate 1
Equity Energy VGELX Vanguard Energy
Health PRHSX T. Rowe Price Health Sciences
Moderate Allocation RLBCX American Funds American Balanced
Utilities MMUFX MFS Utilities
Technology PASTX T. Rowe Price Science & Tech Adv
Financial RPFGX Davis Financial
ROOT CASH Money Market Fund
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal
Multisector Bond RPSIX T. Rowe Price Spectrum Income
Intermediate-Term Bond PTRAX PIMCO Total Return
WORLD BOND PIGLX PIMCO Global Bond (Unhedged)
High Yield Bond SAHYX Legg Mason Global Hi Yld Bd
US EQUITY
MID-CAP VALUE FRBSX Franklin Balance Sheet
LARGE BLEND NYVTX Davis NY Venture
SMALL VALUE JESVX Small Cap Value Fund
Small Growth VSGIX Vanguard Small Cap Growth Index
MID-CAP VALUE FLMVX JPM MidCap Value Fund
LARGE BLEND JILGX JHancock2 Lifestyle Growth 1
LARGE BLEND JILAX JHancock2 Lifestyle Aggressive 1
MID-CAP BLEND JECIX JHT Mid Cap Index Fund
LARGE BLEND JETSX JHT Total Stock Market Index
SMALL BLEND JESIX Small Cap Index Fund
LARGE GROWTH JICPX Capital Appreciation Fund
SMALL BLEND DFSTX DFA U.S. Small Cap Fund
LARGE BLEND JEQAX JHT Optimized All Cap Fund
Small Growth GTSAX AIM Small Cap Growth
LARGE VALUE PAFDX T. Rowe Price Equity Income
LARGE GROWTH PJFAX Jennison Growth
LARGE GROWTH PABGX T. Rowe Price Blue Chip Growth
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth
LARGE VALUE WSHFX American Funds Washington Mutual Investors
LARGE BLEND AICFX American Funds Investment Company of America
LARGE VALUE MDLVX BlackRock Large Cap Value
LARGE VALUE TEBIX Mutual Beacon
LARGE GROWTH JICGX All Cap Growth Fund
Mid-Cap Growth TWVIX American Century Vista
Mid-Cap Growth JIMSX JHFunds2 Mid Cap Stock 1
LARGE VALUE UMBIX Columbia Value & Restructuring
LARGE BLEND JICVX Lord Abbett All Cap Value
LARGE BLEND JEINX JHT 500 Index Trust Ser I
LARGE VALUE JIQVX JHancock2 Optimized Value
Total Available Funds: 54
  • 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 89% 3 60 0 0.84% 0.83%
REAL ESTATE
REAL ESTATE RRREX DWS RREEF Real Estate Securities 81% 3 60 0 0.61% 1.73%
INTERNATIONAL EQUITY
WORLD STOCK TEDIX Mutual Global Discovery 58% 3 60 0 1.45% 1.75%
Foreign Large Blend RERCX American Funds EuroPacific Growth 56% 3 60 0 0.9% 3.46%
WORLD STOCK OPPAX Oppenheimer Global 49% 3 60 0 1.31% 0%
WORLD STOCK TEMWX Templeton World 46% 3 60 0 0.81% 0.32%
Foreign Large Value JIVIX International Value Fund 0% 3 60 0 0.89% 2.62%
Foreign Small/Mid Value JIIMX Intrnational Small Cap Fund 0% 3 60 0 1.08% 1.56%
Foreign Large Blend JEIEX International Equity Index Fund 0% 3 60 0 0.63% 0%
Others
ROOT DSEFX Domini Social Eq 98% 3 60 0 0.71% 0.37%
Moderate Allocation JILBX JHancock2 Lifestyle Balanced 1 80% 3 60 0 1.18% 10.99%
Conservative Allocation JILCX JHancock2 Lifestyle Conservative 1 79% 3 60 0 1.33% 3.88%
Conservative Allocation JILMX JHancock2 Lifestyle Moderate 1 78% 3 60 0 0.92% 8.58%
Equity Energy VGELX Vanguard Energy 64% 3 60 0 0.41% 4.44%
Health PRHSX T. Rowe Price Health Sciences 63% 3 60 0 0.8% 5.33%
Moderate Allocation RLBCX American Funds American Balanced 63% 3 60 0 0.31% 2.09%
Utilities MMUFX MFS Utilities 46% 3 60 0 1% 5.82%
Technology PASTX T. Rowe Price Science & Tech Adv 42% 3 60 0 0.84% 0%
Financial RPFGX Davis Financial 33% 3 60 0 0.72% 7.03%
ROOT CASH Money Market Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal 95% 3 60 0 0.1% 3.28%
Multisector Bond RPSIX T. Rowe Price Spectrum Income 85% 3 60 0 0.62% 4.4%
Intermediate-Term Bond PTRAX PIMCO Total Return 66% 3 60 0 0.8% 4.94%
WORLD BOND PIGLX PIMCO Global Bond (Unhedged) 0% 3 60 0 0.57% 4.88%
High Yield Bond SAHYX Legg Mason Global Hi Yld Bd 0% 3 60 0 0.9% 5.74%
US EQUITY
MID-CAP VALUE FRBSX Franklin Balance Sheet 93% 3 60 0 1.15% 1.2%
LARGE BLEND NYVTX Davis NY Venture 92% 3 60 0 1.75% 8.07%
SMALL VALUE JESVX Small Cap Value Fund 92% 3 60 0 1.33% 9.58%
Small Growth VSGIX Vanguard Small Cap Growth Index 87% 3 60 0 0.07% 0.65%
MID-CAP VALUE FLMVX JPM MidCap Value Fund 85% 3 60 0 1.14% 1.22%
LARGE BLEND JILGX JHancock2 Lifestyle Growth 1 85% 3 60 0 0.97% 1.99%
LARGE BLEND JILAX JHancock2 Lifestyle Aggressive 1 82% 3 60 0 1.29% 1.46%
MID-CAP BLEND JECIX JHT Mid Cap Index Fund 79% 3 60 0 0.54% 6.22%
LARGE BLEND JETSX JHT Total Stock Market Index 79% 3 60 0 0.57% 6.77%
SMALL BLEND JESIX Small Cap Index Fund 79% 3 60 0 0.6% 2.57%
LARGE GROWTH JICPX Capital Appreciation Fund 75% 3 60 0 0.8% 0%
SMALL BLEND DFSTX DFA U.S. Small Cap Fund 71% 3 60 0 0.27% 1.12%
LARGE BLEND JEQAX JHT Optimized All Cap Fund 69% 3 60 0 0.76% 13.59%
Small Growth GTSAX AIM Small Cap Growth 53% 3 60 0 0.91% 0%
LARGE VALUE PAFDX T. Rowe Price Equity Income 51% 3 60 0 1.23% 6.01%
LARGE GROWTH PJFAX Jennison Growth 45% 3 60 0 0.58% 7.3%
LARGE GROWTH PABGX T. Rowe Price Blue Chip Growth 42% 3 60 0 1.23% 3.65%
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth 42% 3 60 0 0.85% 0%
LARGE VALUE WSHFX American Funds Washington Mutual Investors 38% 3 60 0 0.26% 3.44%
LARGE BLEND AICFX American Funds Investment Company of America 37% 3 60 0 0.27% 5%
LARGE VALUE MDLVX BlackRock Large Cap Value 36% 3 60 0 0.79% 2.72%
LARGE VALUE TEBIX Mutual Beacon 31% 3 60 0 1.77% 2.17%
LARGE GROWTH JICGX All Cap Growth Fund 0% 3 60 0 1.65% 0%
Mid-Cap Growth TWVIX American Century Vista 0% 3 60 0 0.8% 0%
Mid-Cap Growth JIMSX JHFunds2 Mid Cap Stock 1 0% 3 60 0 0.91% 0%
LARGE VALUE UMBIX Columbia Value & Restructuring 0% 3 60 0 0.97% 0%
LARGE BLEND JICVX Lord Abbett All Cap Value 0% 3 60 0 0.87% 17.48%
LARGE BLEND JEINX JHT 500 Index Trust Ser I 0% 3 60 0 0.53% 5.09%
LARGE VALUE JIQVX JHancock2 Optimized Value 0% 3 60 0 NA 5.17%
Average Expense Ratio: 0.86%
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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 4.2% 14.9% 2.3% 5.7% 4.5% 7.5%

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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 for Portfolio Details or Follow 5.2% 18.0% 1.6% 4.0% 4.7% 7.2%

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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:HBHC)
The plan consists of 54 funds. It covers 5 major asset classes and 27 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, REITs and Emerging Market Equity.

John Hancock Retirement Plan Services is the provider for Synfora's 401K plan.



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