MyPlanIQ 401k Investor Blue Pillar Inc 401k Plan

Blue Pillar Inc 401k Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Value MINFX MFS International Value R2
Foreign Large Growth CIGFX Calamos International Growth R
COMMODITIES
COMMODITIES BROAD BASKET PCSRX PIMCO Commodity Real Ret Strat R
Others
Conservative Allocation FISRX Franklin Income R
World Allocation IASRX Ivy Asset Strategy R
US EQUITY
LARGE VALUE RSOOX Columbia Dividend Opportunity R
LARGE GROWTH ACARX Alger Capital Appreciation Instl R
Mid-Cap Growth JDERX Prudential Jennison Mid Cap Growth R
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Value MINFX MFS International Value R2
Foreign Large Growth CIGFX Calamos International Growth R
COMMODITIES
COMMODITIES BROAD BASKET PCSRX PIMCO Commodity Real Ret Strat R
Others
Conservative Allocation FISRX Franklin Income R
World Allocation IASRX Ivy Asset Strategy R
US EQUITY
LARGE VALUE RSOOX Columbia Dividend Opportunity R
LARGE GROWTH ACARX Alger Capital Appreciation Instl R
Mid-Cap Growth JDERX Prudential Jennison Mid Cap Growth R
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Co Stk T
SMALL VALUE DVLRX Delaware Small Cap Value R
SMALL BLEND SMERX Invesco Small Cap Equity R
MID-CAP VALUE JMVZX JPMorgan Mid Cap Value R2
Small Growth JGMRX Janus Triton R
LARGE GROWTH JLGZX JPMorgan Large Cap Growth R2
LARGE BLEND NBDRX Nuveen Santa Barbara Dividend Growth R3
FIXED INCOME
High Yield Bond JDYRX Prudential High-Yield R
ULTRASHORT BOND PTSRX PIMCO Short-Term R
Intermediate-Term Bond MBRRX MFS Corporate Bond R2
Emerging Markets Bond MEDEX MFS Emerging Markets Debt R2
Multisector Bond JSTRX John Hancock Income R1
Total Available Funds: 21
  • 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 ODVYX Oppenheimer Developing Markets Y 89% 3 60 0 0.84% 0.25%
INTERNATIONAL EQUITY
Foreign Large Value MINFX MFS International Value R2 18% 3 60 0 0.61% 1.59%
Foreign Large Growth CIGFX Calamos International Growth R 0% 3 60 0 1.66% 4.81%
COMMODITIES
COMMODITIES BROAD BASKET PCSRX PIMCO Commodity Real Ret Strat R 12% 3 60 0 1.96% 1.73%
Others
Conservative Allocation FISRX Franklin Income R 82% 3 60 0 0.72% 4.31%
World Allocation IASRX Ivy Asset Strategy R 77% 3 60 0 0.88% 0.72%
US EQUITY
LARGE VALUE RSOOX Columbia Dividend Opportunity R 62% 3 60 0 0.81% 1.83%
LARGE GROWTH ACARX Alger Capital Appreciation Instl R 61% 3 60 0 0.85% 17.95%
Mid-Cap Growth JDERX Prudential Jennison Mid Cap Growth R 54% 3 60 0 1.08% 8.48%
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Co Stk T 49% 3 60 0 0.66% 17.61%
SMALL VALUE DVLRX Delaware Small Cap Value R 41% 3 60 0 0.86% 0.94%
SMALL BLEND SMERX Invesco Small Cap Equity R 39% 3 60 0 1.01% 9.06%
MID-CAP VALUE JMVZX JPMorgan Mid Cap Value R2 15% 3 60 0 1.15% 0.52%
Small Growth JGMRX Janus Triton R 9% 3 60 0 1.74% 8.38%
LARGE GROWTH JLGZX JPMorgan Large Cap Growth R2 9% 3 60 0 0.69% 1.2%
LARGE BLEND NBDRX Nuveen Santa Barbara Dividend Growth R3 0% 3 60 0 1.2% 4.25%
FIXED INCOME
High Yield Bond JDYRX Prudential High-Yield R 59% 3 60 0 0.51% 5.75%
ULTRASHORT BOND PTSRX PIMCO Short-Term R 58% 3 60 0 0.55% 3.77%
Intermediate-Term Bond MBRRX MFS Corporate Bond R2 50% 3 60 0 0.51% 3.5%
Emerging Markets Bond MEDEX MFS Emerging Markets Debt R2 20% 3 60 0 1.8% 5.15%
Multisector Bond JSTRX John Hancock Income R1 0% 3 60 0 1.18% 1.84%
Average Expense Ratio: 1.01%
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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 0.6% 6.0% 10.2% 10.5% 8.4% 7.5%

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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 2.0% -3.6% 2.8% 2.4% 8.6% 5.9%

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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 18.5% 19.3% 8.2% 7.4% 5.6% 6.7%

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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 21 funds. It covers 5 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity and Commodity.
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