MyPlanIQ 401k Investor HRsmart 401k Retirement Plan

HRsmart 401k Retirement Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate PURAX Prudential Global Real Estate A
INTERNATIONAL EQUITY
WORLD STOCK RNPCX American Funds New Perspective - R3
Foreign Large Blend REREX American Funds EuroPacific Growth R3
Foreign Small/Mid Value PICRX Putnam Int'l Capital Opportunities R
Others
Conservative Allocation MXCPX Great-West Conserv Profile II Fund I
Moderate Allocation MXMPX Great-West Moderate Profile II Fund I
ROOT CASH Guaranteed Portfolio Fund
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Multisector Bond MXLMX Great-West Loomis Sayles Bond Fund I
Intermediate-Term Bond MXBIX Great-West Bond Index Fund I
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate PURAX Prudential Global Real Estate A
INTERNATIONAL EQUITY
WORLD STOCK RNPCX American Funds New Perspective - R3
Foreign Large Blend REREX American Funds EuroPacific Growth R3
Foreign Small/Mid Value PICRX Putnam Int'l Capital Opportunities R
WORLD STOCK OPPAX Oppenheimer Global A
Foreign Large Blend MXINX Great-West International Index Fund I
Foreign Large Value MINFX MFS International Value R2
Foreign Small/Mid Value MSISX Great-West S&P SmallCap 600 Index Fund I
Others
Conservative Allocation MXCPX Great-West Conserv Profile II Fund I
Moderate Allocation MXMPX Great-West Moderate Profile II Fund I
ROOT CASH Guaranteed Portfolio Fund
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Multisector Bond MXLMX Great-West Loomis Sayles Bond Fund I
Intermediate-Term Bond MXBIX Great-West Bond Index Fund I
Intermediate Government MXGMX Great-West US Govt Mortgage Secur Fund I
US EQUITY
MID-CAP BLEND LVOAX Lord Abbett Value Opportunities A
SMALL BLEND FSCTX Fidelity Advisor Small Cap T
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Co Stk - T
LARGE VALUE INDZX Columbia Diversified Equity Income A
LARGE VALUE TWEAX American Century Equity Income A
LARGE GROWTH MFOCX Marsico Focus
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
Small Growth EMGRX Nuveen Small Cap Select A
Mid-Cap Growth MXMGX Great-West T Rowe Price MidCap Gr Fund I
LARGE VALUE MXEQX Great-West T. Rowe Price Eq Inc Fund I
MID-CAP BLEND MXMDX Great-West S&P Mid Cap 400 Index Fund I
LARGE BLEND MXVIX Great-West S&P 500 Index Fund I
LARGE BLEND MXAPX Great-West Aggressive Profile II Fund I
LARGE GROWTH MXGRX Great-West American Century Gr Fund I
SMALL BLEND RTRKX Royce Total Return K
Small Growth SSCTX RidgeWorth Small Cap Growth Fund I
Total Available Funds: 31
  • 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
Global Real Estate PURAX Prudential Global Real Estate A 57% 1 60 0 1.31% 1.81%
INTERNATIONAL EQUITY
WORLD STOCK RNPCX American Funds New Perspective - R3 62% 1 60 0 1.47% 0.27%
Foreign Large Blend REREX American Funds EuroPacific Growth R3 57% 1 60 0 0.9% 1.14%
Foreign Small/Mid Value PICRX Putnam Int'l Capital Opportunities R 56% 1 60 0 1.5% 0%
WORLD STOCK OPPAX Oppenheimer Global A 48% 1 60 0 1.31% 0%
Foreign Large Blend MXINX Great-West International Index Fund I 21% 1 60 0 0.28% 0.19%
Foreign Large Value MINFX MFS International Value R2 18% 1 60 0 0.61% 1.63%
Foreign Small/Mid Value MSISX Great-West S&P SmallCap 600 Index Fund I 0% 1 60 0 1.15% 2.41%
Others
Conservative Allocation MXCPX Great-West Conserv Profile II Fund I 31% 1 60 0 0.77% 0%
Moderate Allocation MXMPX Great-West Moderate Profile II Fund I 24% 1 60 0 0.91% 3.07%
ROOT CASH Guaranteed Portfolio Fund 0% 1 60 0 NA 5.5%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 1 60 0 0.8% 2.61%
Multisector Bond MXLMX Great-West Loomis Sayles Bond Fund I 39% 1 60 0 0.9% 0.08%
Intermediate-Term Bond MXBIX Great-West Bond Index Fund I 34% 1 60 0 0.5% 0%
Intermediate Government MXGMX Great-West US Govt Mortgage Secur Fund I 13% 1 60 0 0.25% 0.25%
US EQUITY
MID-CAP BLEND LVOAX Lord Abbett Value Opportunities A 52% 1 60 0 1.01% 0%
SMALL BLEND FSCTX Fidelity Advisor Small Cap T 50% 1 60 0 2.15% 1.65%
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Co Stk - T 49% 1 60 0 0.66% 17.61%
LARGE VALUE INDZX Columbia Diversified Equity Income A 48% 1 60 0 0.72% 1%
LARGE VALUE TWEAX American Century Equity Income A 43% 1 60 0 0.59% 1.94%
LARGE GROWTH MFOCX Marsico Focus 38% 1 60 0 0.75% 0%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 1 60 0 0.3% 0.09%
Small Growth EMGRX Nuveen Small Cap Select A 32% 1 60 0 1.24% 0.02%
Mid-Cap Growth MXMGX Great-West T Rowe Price MidCap Gr Fund I 25% 1 60 0 1.02% 0%
LARGE VALUE MXEQX Great-West T. Rowe Price Eq Inc Fund I 22% 1 60 0 0.96% 0.07%
MID-CAP BLEND MXMDX Great-West S&P Mid Cap 400 Index Fund I 22% 1 60 0 0.19% 1.1%
LARGE BLEND MXVIX Great-West S&P 500 Index Fund I 21% 1 60 0 0.51% 0.12%
LARGE BLEND MXAPX Great-West Aggressive Profile II Fund I 21% 1 60 0 1.16% 3.04%
LARGE GROWTH MXGRX Great-West American Century Gr Fund I 0% 1 60 0 1% 8.59%
SMALL BLEND RTRKX Royce Total Return K 0% 1 60 0 1.47% 12.93%
Small Growth SSCTX RidgeWorth Small Cap Growth Fund I 0% 1 60 0 1.27% 14.28%
Average Expense Ratio: 0.92%
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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% 6.8% 2.7% 5.5% 5.6% 6.7%

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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 for Portfolio Details or Follow 0.3% 9.5% 6.6% 7.8% 6.4% 6.9%

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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 for Portfolio Details or Follow 0.5% 8.1% -0.4% 3.7% 3.2% 3.6%

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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:)
The plan consists of 31 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

This plan is created upon a user's input. 



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