MyPlanIQ 401k Investor Meggitt Usa Inc. 401K Plan

Meggitt Usa Inc. 401K Plan Investment Model Portfolios

This Plan is unrated.
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MEGGITT-USA, INC. 401(K) PLAN
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend ARTIX Artisan International Inv
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income
LARGE GROWTH FCNTX Fidelity Contrafund
Small Growth VSEIX JPMorgan Small Cap Equity Sel
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend ARTIX Artisan International Inv
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income
LARGE GROWTH FCNTX Fidelity Contrafund
Small Growth VSEIX JPMorgan Small Cap Equity Sel
LARGE BLEND NYVTX Davis NY Venture A
MID-CAP BLEND PEXMX T. Rowe Price Extended Equity Market Idx
Small Growth VSEAX JPMorgan Small Cap Equity A
LARGE GROWTH MLAAX MainStay Large Cap Growth A
Mid-Cap Growth BGRFX Baron Growth Retail
Mid-Cap Growth BGRIX Baron Growth Instl
Total Available Funds: 12
  • 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 DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.13%
Foreign Large Blend ARTIX Artisan International Inv 92% 3 60 0 0.97% 9.27%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.3%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income 97% 3 60 0 1.23% 8.29%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.06%
Small Growth VSEIX JPMorgan Small Cap Equity Sel 94% 3 60 0 1.26% 0.27%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 19.62%
MID-CAP BLEND PEXMX T. Rowe Price Extended Equity Market Idx 76% 3 60 0 0.25% 7.85%
Small Growth VSEAX JPMorgan Small Cap Equity A 57% 3 60 0 1.75% 0.21%
LARGE GROWTH MLAAX MainStay Large Cap Growth A 56% 3 60 0 1.33% 19.49%
Mid-Cap Growth BGRFX Baron Growth Retail 40% 3 60 0 1.3% 11.57%
Mid-Cap Growth BGRIX Baron Growth Instl 28% 3 60 0 1.3% 10.93%
Average Expense Ratio: 1.08%
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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
The investment options have not been imported yet.


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