MyPlanIQ 401k Investor Sparc Llc 401 K Plan

Sparc Llc 401 K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 8
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX Oppenheimer Developing Markets N
INTERNATIONAL EQUITY
Foreign Large Value MINFX MFS International Value R2
Foreign Large Growth CIGFX Calamos International Growth R
US EQUITY
LARGE VALUE MRDVX BlackRock Equity Dividend R
MID-CAP VALUE MRRFX BlackRock Mid Cap Value Opportunities R
Small Growth LADRX Lord Abbett Developing Growth R3
FIXED INCOME
Multisector Bond FSIAX Fidelity Advisor Strategic Income T
Intermediate Government JGBZX JPMorgan Government Bond R2
Total Available Funds: 8
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX Oppenheimer Developing Markets N
INTERNATIONAL EQUITY
Foreign Large Value MINFX MFS International Value R2
Foreign Large Growth CIGFX Calamos International Growth R
US EQUITY
LARGE VALUE MRDVX BlackRock Equity Dividend R
MID-CAP VALUE MRRFX BlackRock Mid Cap Value Opportunities R
Small Growth LADRX Lord Abbett Developing Growth R3
FIXED INCOME
Multisector Bond FSIAX Fidelity Advisor Strategic Income T
Intermediate Government JGBZX JPMorgan Government Bond R2
Total Available Funds: 8
  • 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 Oppenheimer Developing Markets N 63% 3 60 0 0.84% 0%
INTERNATIONAL EQUITY
Foreign Large Value MINFX MFS International Value R2 18% 3 60 0 0.61% 1.63%
Foreign Large Growth CIGFX Calamos International Growth R 0% 3 60 0 1.66% 4.81%
US EQUITY
LARGE VALUE MRDVX BlackRock Equity Dividend R 55% 3 60 0 1% 9.31%
MID-CAP VALUE MRRFX BlackRock Mid Cap Value Opportunities R 54% 3 60 0 0.69% 1.91%
Small Growth LADRX Lord Abbett Developing Growth R3 9% 3 60 0 0.59% 0%
FIXED INCOME
Multisector Bond FSIAX Fidelity Advisor Strategic Income T 68% 3 60 0 0.97% 1.6%
Intermediate Government JGBZX JPMorgan Government Bond R2 9% 3 60 0 0.48% 1.35%
Average Expense Ratio: 0.86%
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Model Portfolios

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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