MyPlanIQ SYKES ENTERPRISES INC. 401K SAVINGS PLAN and TRUST

SYKES ENTERPRISES INC. 401K SAVINGS PLAN and TRUST Investment Model Portfolios

This Plan is unrated.
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SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend WFEAX Wells Fargo Funds Trust: Wells Fargo Advantage International Equity Fund; Class A Shares
Others
Moderate Allocation JDBAX Janus Investment Fund: Janus Balanced Fund; Class A Shares
FIXED INCOME
Inflation-Protected Bond ACITX American Century Government Income Trust: Inflation-Adjusted Bond Fund; Investor Class Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares
Small Growth GTSAX AIM Growth Series (Invesco Growth Series): Invesco Small Cap Growth Fund; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend WFEAX Wells Fargo Funds Trust: Wells Fargo Advantage International Equity Fund; Class A Shares
Others
Moderate Allocation JDBAX Janus Investment Fund: Janus Balanced Fund; Class A Shares
FIXED INCOME
Inflation-Protected Bond ACITX American Century Government Income Trust: Inflation-Adjusted Bond Fund; Investor Class Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares
Small Growth GTSAX AIM Growth Series (Invesco Growth Series): Invesco Small Cap Growth Fund; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
LARGE BLEND WFILX Wells Fargo Funds Trust: Wells Fargo Advantage Index Fund; Class A Shares
MID-CAP BLEND GTAGX AIM Growth Series (Invesco Growth Series): Invesco Mid Cap Core Equity Fund; Class A Shares
Total Available Funds: 9
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend WFEAX Wells Fargo Funds Trust: Wells Fargo Advantage International Equity Fund; Class A Shares 11% 3 60 0 1.39% 1.11%
Others
Moderate Allocation JDBAX Janus Investment Fund: Janus Balanced Fund; Class A Shares 7% 3 60 0 0.7% 1.38%
FIXED INCOME
Inflation-Protected Bond ACITX American Century Government Income Trust: Inflation-Adjusted Bond Fund; Investor Class Shares 92% 3 60 0 0.76% 3.97%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.3%
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares 93% 3 60 0 1.18% 7.1%
Small Growth GTSAX AIM Growth Series (Invesco Growth Series): Invesco Small Cap Growth Fund; Class A Shares 53% 3 60 0 0.91% 0%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 9.06%
LARGE BLEND WFILX Wells Fargo Funds Trust: Wells Fargo Advantage Index Fund; Class A Shares 2% 3 60 0 0.45% 0.95%
MID-CAP BLEND GTAGX AIM Growth Series (Invesco Growth Series): Invesco Mid Cap Core Equity Fund; Class A Shares 0% 3 60 0 1.23% 21.75%
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 2.3% 4.0% 3.7% 6.9% 4.1% 5.6%

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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*
Click to Create Model Portfolio

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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 to Create Model Portfolio

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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
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