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
Foreign Large Blend RERCX American Funds EuroPacific Growth
WORLD STOCK OPPAX Oppenheimer Global
WORLD STOCK TEMWX Templeton World
Others
Conservative Allocation JILMX JHancock2 Lifestyle Moderate 1
Technology PASTX T. Rowe Price Science & Tech Adv
Health PRHSX T. Rowe Price Health Sciences
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal
Multisector Bond RPSIX T. Rowe Price Spectrum Income
High Yield Bond SAHYX Legg Mason Global Hi Yld Bd
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
Foreign Large Blend RERCX American Funds EuroPacific Growth
WORLD STOCK OPPAX Oppenheimer Global
WORLD STOCK TEMWX Templeton World
WORLD STOCK TEDIX Mutual Global Discovery
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
Conservative Allocation JILMX JHancock2 Lifestyle Moderate 1
Technology PASTX T. Rowe Price Science & Tech Adv
Health PRHSX T. Rowe Price Health Sciences
ROOT DSEFX Domini Social Eq
Moderate Allocation JILBX JHancock2 Lifestyle Balanced 1
Conservative Allocation JILCX JHancock2 Lifestyle Conservative 1
Moderate Allocation RLBCX American Funds American Balanced
Utilities MMUFX MFS Utilities
Financial RPFGX Davis Financial
Equity Energy VGELX Vanguard Energy
ROOT CASH Money Market Fund
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal
Multisector Bond RPSIX T. Rowe Price Spectrum Income
High Yield Bond SAHYX Legg Mason Global Hi Yld Bd
WORLD BOND PIGLX PIMCO Global Bond (Unhedged)
Intermediate-Term Bond PTRAX PIMCO Total Return
US EQUITY
Mid-Cap Growth JIMSX JHFunds2 Mid Cap Stock 1
LARGE GROWTH JICPX Capital Appreciation Fund
LARGE GROWTH PJFAX Jennison Growth
LARGE BLEND JEQAX JHT Optimized All Cap Fund
LARGE VALUE WSHFX American Funds Washington Mutual Investors
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth
LARGE BLEND JETSX JHT Total Stock Market Index
SMALL BLEND JESIX Small Cap Index Fund
Small Growth GTSAX AIM Small Cap Growth
MID-CAP BLEND JECIX JHT Mid Cap Index Fund
LARGE VALUE MDLVX BlackRock Large Cap Value
LARGE GROWTH PABGX T. Rowe Price Blue Chip Growth
Small Growth VSGIX Vanguard Small Cap Growth Index
SMALL BLEND DFSTX DFA U.S. Small Cap Fund
LARGE VALUE PAFDX T. Rowe Price Equity Income
LARGE BLEND AICFX American Funds Investment Company of America
MID-CAP VALUE FLMVX JPM MidCap Value Fund
LARGE BLEND NYVTX Davis NY Venture
MID-CAP VALUE FRBSX Franklin Balance Sheet
LARGE VALUE TEBIX Mutual Beacon
SMALL VALUE JESVX Small Cap Value Fund
LARGE BLEND JILGX JHancock2 Lifestyle Growth 1
LARGE BLEND JILAX JHancock2 Lifestyle Aggressive 1
LARGE GROWTH JICGX All Cap Growth Fund
Mid-Cap Growth TWVIX American Century Vista
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 61% 3 60 0 1% 0.63%
REAL ESTATE
REAL ESTATE RRREX DWS RREEF Real Estate Securities 68% 3 60 0 0.74% 4.96%
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Growth 96% 3 60 0 1.14% 4.3%
WORLD STOCK OPPAX Oppenheimer Global 69% 3 60 0 1.16% 5.69%
WORLD STOCK TEMWX Templeton World 13% 3 60 0 1.07% 5.94%
WORLD STOCK TEDIX Mutual Global Discovery 11% 3 60 0 1.31% 3.71%
Foreign Large Value JIVIX International Value Fund 0% 3 60 0 0.97% 2.52%
Foreign Small/Mid Value JIIMX Intrnational Small Cap Fund 0% 3 60 0 1.2% 1.28%
Foreign Large Blend JEIEX International Equity Index Fund 0% 3 60 0 0.63% 0%
Others
Conservative Allocation JILMX JHancock2 Lifestyle Moderate 1 93% 3 60 0 0.89% 6.57%
Technology PASTX T. Rowe Price Science & Tech Adv 82% 3 60 0 1.08% 12.2%
Health PRHSX T. Rowe Price Health Sciences 81% 3 60 0 0.82% 6.67%
ROOT DSEFX Domini Social Eq 77% 3 60 0 1.25% 0.4%
Moderate Allocation JILBX JHancock2 Lifestyle Balanced 1 76% 3 60 0 0.11% 7.85%
Conservative Allocation JILCX JHancock2 Lifestyle Conservative 1 68% 3 60 0 0.82% 3.31%
Moderate Allocation RLBCX American Funds American Balanced 62% 3 60 0 0.95% 5.04%
Utilities MMUFX MFS Utilities 55% 3 60 0 1.04% 2.55%
Financial RPFGX Davis Financial 24% 3 60 0 0.91% 2.24%
Equity Energy VGELX Vanguard Energy 10% 3 60 0 0.28% 3.28%
ROOT CASH Money Market Fund 0% 1 60 0 NA 1.27%
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal 95% 3 60 0 0.2% 1.81%
Multisector Bond RPSIX T. Rowe Price Spectrum Income 76% 3 60 0 0.69% 3.83%
High Yield Bond SAHYX Legg Mason Global Hi Yld Bd 63% 3 60 0 1.21% 4.97%
WORLD BOND PIGLX PIMCO Global Bond (Unhedged) 45% 3 60 0 0.55% 2.55%
Intermediate-Term Bond PTRAX PIMCO Total Return 45% 3 60 0 0.71% 2.03%
US EQUITY
Mid-Cap Growth JIMSX JHFunds2 Mid Cap Stock 1 94% 3 60 0 0.93% 9.35%
LARGE GROWTH JICPX Capital Appreciation Fund 94% 3 60 0 0.78% 23.43%
LARGE GROWTH PJFAX Jennison Growth 92% 3 60 0 1.08% 5.35%
LARGE BLEND JEQAX JHT Optimized All Cap Fund 92% 3 60 0 0.76% 0.34%
LARGE VALUE WSHFX American Funds Washington Mutual Investors 87% 3 60 0 0.66% 4.93%
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth 85% 3 60 0 1% 8.44%
LARGE BLEND JETSX JHT Total Stock Market Index 81% 3 60 0 0.57% 1%
SMALL BLEND JESIX Small Cap Index Fund 80% 3 60 0 0.6% 0.27%
Small Growth GTSAX AIM Small Cap Growth 70% 3 60 0 1.27% 8.92%
MID-CAP BLEND JECIX JHT Mid Cap Index Fund 64% 3 60 0 0.54% 0.25%
LARGE VALUE MDLVX BlackRock Large Cap Value 61% 3 60 0 1.19% 1.66%
LARGE GROWTH PABGX T. Rowe Price Blue Chip Growth 54% 3 60 0 1% 2.49%
Small Growth VSGIX Vanguard Small Cap Growth Index 53% 3 60 0 0.08% 0.79%
SMALL BLEND DFSTX DFA U.S. Small Cap Fund 49% 3 60 0 0.37% 4.68%
LARGE VALUE PAFDX T. Rowe Price Equity Income 48% 3 60 0 0.92% 9.12%
LARGE BLEND AICFX American Funds Investment Company of America 47% 3 60 0 0.66% 6.95%
MID-CAP VALUE FLMVX JPM MidCap Value Fund 42% 3 60 0 0.76% 2.79%
LARGE BLEND NYVTX Davis NY Venture 37% 3 60 0 0.89% 17.2%
MID-CAP VALUE FRBSX Franklin Balance Sheet 23% 3 60 0 0.95% 8.26%
LARGE VALUE TEBIX Mutual Beacon 17% 3 60 0 1.14% 3.74%
SMALL VALUE JESVX Small Cap Value Fund 14% 3 60 0 1.33% 0.88%
LARGE BLEND JILGX JHancock2 Lifestyle Growth 1 2% 3 60 0 0.97% 9.27%
LARGE BLEND JILAX JHancock2 Lifestyle Aggressive 1 1% 3 60 0 1% 10.11%
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%
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: 0.87%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 1.0% 11.9% 6.2% 7.9% 5.8% 5.8%

Sign up or Login first to get rebalance emails for this portfolio

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 1.0% 5.9% 5.4% 7.8% 6.7% 7.2%

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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.

Discussions
comments powered by Disqus


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
Community Comments

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.