MyPlanIQ 401k Investor Comsys 401 K Plan

Comsys 401 K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020 Instl
Retirement Income JSIIX JPMorgan SmartRetirement Income Instl
Target Date 2000-2010 JSWIX JPMorgan SmartRetirement 2010 Instl
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
REAL ESTATE
REAL ESTATE REACX American Century Real Estate Inv
US EQUITY
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
Mid-Cap Growth ARTMX Artisan Mid Cap Inv
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020 Instl
Retirement Income JSIIX JPMorgan SmartRetirement Income Instl
Target Date 2000-2010 JSWIX JPMorgan SmartRetirement 2010 Instl
Target Date 2011-2015 JSFIX JPMorgan SmartRetirement 2015 Instl
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
REAL ESTATE
REAL ESTATE REACX American Century Real Estate Inv
US EQUITY
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
Mid-Cap Growth ARTMX Artisan Mid Cap Inv
LARGE VALUE ACLLX American Century NT Large Company Val I
Total Available Funds: 10
  • 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
Others
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020 Instl 74% 3 60 0 0.62% 5.82%
Retirement Income JSIIX JPMorgan SmartRetirement Income Instl 63% 3 60 0 0.86% 5.07%
Target Date 2000-2010 JSWIX JPMorgan SmartRetirement 2010 Instl 0% 3 60 0 0.61% 2.9%
Target Date 2011-2015 JSFIX JPMorgan SmartRetirement 2015 Instl 0% 3 60 0 0.66% 1.68%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Gr A 57% 3 60 0 0.9% 13.66%
REAL ESTATE
REAL ESTATE REACX American Century Real Estate Inv 69% 3 60 0 0.8% 1.84%
US EQUITY
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 86% 3 60 0 1.14% 18.68%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A 41% 3 60 0 0.3% 11.06%
Mid-Cap Growth ARTMX Artisan Mid Cap Inv 0% 3 60 0 0.96% 18.15%
LARGE VALUE ACLLX American Century NT Large Company Val I 0% 3 60 0 0.67% 21.06%
Average Expense Ratio: 0.75%
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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*
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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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