MyPlanIQ 401k Investor ADVANCED CALL CENTER TECHNOLOG 401K PROFIT SHARING PLAN - PLAN 676416

ADVANCED CALL CENTER TECHNOLOG 401K PROFIT SHARING PLAN - PLAN 676416

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX ODVNX
INTERNATIONAL EQUITY
WORLD STOCK ATERX ATERX
Foreign Large Growth TGVRX TGVRX
Others
Conservative Allocation FISRX FISRX
World Allocation MRLOX MRLOX
Target Date 2000-2010 RRTAX RRTAX
US EQUITY
LARGE GROWTH ACARX ACARX
MID-CAP VALUE ABSRX ABSRX
LARGE VALUE MRDVX MRDVX
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX ODVNX
INTERNATIONAL EQUITY
WORLD STOCK ATERX ATERX
Foreign Large Growth TGVRX TGVRX
Others
Conservative Allocation FISRX FISRX
World Allocation MRLOX MRLOX
Target Date 2000-2010 RRTAX RRTAX
Target Date 2036-2040 RRTDX RRTDX
Target Date 2026-2030 RRTCX RRTCX
Target Date 2046-2050 RRTFX RRTFX
Target Date 2016-2020 RRTBX RRTBX
Natural Resources JNRRX JNRRX
Moderate Allocation ACESX ACESX
Retirement Income RRTIX RRTIX
Utilities JDURX JDURX
ROOT CASH SSgA Cash Series U.S. Government Fund - Class L
US EQUITY
LARGE GROWTH ACARX ACARX
MID-CAP VALUE ABSRX ABSRX
LARGE VALUE MRDVX MRDVX
SMALL VALUE FVFRX FVFRX
MID-CAP BLEND FLSTX FLSTX
Small Growth QUARX QUARX
SMALL BLEND SMERX SMERX
Mid-Cap Growth GGORX GGORX
LARGE BLEND LAVRX LAVRX
FIXED INCOME
Intermediate-Term Bond PTRRX PTRRX
High Yield Bond JDYRX JDYRX
Multisector Bond OSINX OSINX
WORLD BOND ANARX ANARX
Intermediate Government PGVRX PGVRX
Total Available Funds: 29
  • 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 ODVNX ODVNX 64% 3 60 0 0.84% 0.3%
INTERNATIONAL EQUITY
WORLD STOCK ATERX ATERX 67% 3 60 0 0.77% 0%
Foreign Large Growth TGVRX TGVRX 63% 3 60 0 1.36% 2.12%
Others
Conservative Allocation FISRX FISRX 82% 3 60 0 0.72% 5.76%
World Allocation MRLOX MRLOX 74% 3 60 0 0.84% 0.85%
Target Date 2000-2010 RRTAX RRTAX 67% 3 60 0 0.99% 4%
Target Date 2036-2040 RRTDX RRTDX 65% 3 60 0 0.6% 5.62%
Target Date 2026-2030 RRTCX RRTCX 63% 3 60 0 1.08% 6.08%
Target Date 2046-2050 RRTFX RRTFX 60% 3 60 0 0.63% 4.49%
Target Date 2016-2020 RRTBX RRTBX 60% 3 60 0 0.78% 6.55%
Natural Resources JNRRX JNRRX 49% 3 60 0 0.9% 1.89%
Moderate Allocation ACESX ACESX 46% 3 60 0 1.04% 6.91%
Retirement Income RRTIX RRTIX 43% 3 60 0 0.49% 3.82%
Utilities JDURX JDURX 33% 3 60 0 0.83% 9.01%
ROOT CASH SSgA Cash Series U.S. Government Fund - Class L 0% 3 60 0 NA 2.67%
US EQUITY
LARGE GROWTH ACARX ACARX 62% 3 60 0 0.85% 11.21%
MID-CAP VALUE ABSRX ABSRX 61% 3 60 0 0.86% 6.62%
LARGE VALUE MRDVX MRDVX 57% 3 60 0 1% 6.8%
SMALL VALUE FVFRX FVFRX 52% 3 60 0 1.42% 4.86%
MID-CAP BLEND FLSTX FLSTX 49% 3 60 0 0.66% 14.37%
Small Growth QUARX QUARX 49% 3 60 0 1.03% 0%
SMALL BLEND SMERX SMERX 39% 3 60 0 1.01% 0.52%
Mid-Cap Growth GGORX GGORX 15% 3 60 0 1.41% 0%
LARGE BLEND LAVRX LAVRX 10% 3 60 0 0.63% 0.7%
FIXED INCOME
Intermediate-Term Bond PTRRX PTRRX 65% 3 60 0 0.8% 3.46%
High Yield Bond JDYRX JDYRX 60% 3 60 0 0.51% 6.95%
Multisector Bond OSINX OSINX 52% 3 60 0 0.86% 5.22%
WORLD BOND ANARX ANARX 47% 3 60 0 0.55% 2.87%
Intermediate Government PGVRX PGVRX 34% 3 60 0 1.17% 9.09%
Average Expense Ratio: 0.88%
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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 4.7% 11.0% 0.6% 6.3% 4.5% 6.3%

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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
The plan consists of 29 funds. It covers 4 major asset classes and 29 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.


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