MyPlanIQ 401k Investor MultiTech Systems 401k

MultiTech Systems 401k

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Target Date 2041-2045 ARDOX American Century One Choice 2045 R6
Target Date 2031-2035 ARLDX American Century One Choice 2035 R6
Target Date 2021-2025 ARWDX American Century One Choice 2025 R6
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US Idx Advtg
INTERNATIONAL EQUITY MIDLX MFS International New Discovery R5
US EQUITY
SMALL VALUE JSVUX JPMorgan Small Cap Value R6
LARGE VALUE VEIRX Vanguard Equity-Income Adm
Small Growth PGRTX Principal SmallCap Growth I Inst
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Target Date 2041-2045 ARDOX American Century One Choice 2045 R6
Target Date 2031-2035 ARLDX American Century One Choice 2035 R6
Target Date 2021-2025 ARWDX American Century One Choice 2025 R6
Target Date 2046-2050 ARFEX American Century One Choice 2050 R6
Target Date 2036-2040 ARDUX American Century One Choice 2040 R6
Target Date 2026-2030 ARCUX American Century One Choice 2030 R6
Retirement Income ARDTX American Century One Choice In Retire R6
Target Date 2051+ AREUX American Century One Choice 2055 R6
Target Date 2016-2020 ARBDX American Century One Choice 2020 R6
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US Idx Advtg
INTERNATIONAL EQUITY MIDLX MFS International New Discovery R5
US EQUITY
SMALL VALUE JSVUX JPMorgan Small Cap Value R6
LARGE VALUE VEIRX Vanguard Equity-Income Adm
Small Growth PGRTX Principal SmallCap Growth I Inst
LARGE GROWTH HACAX Harbor Capital Appreciation Instl
LARGE GROWTH FCNKX Fidelity Contrafund K
Mid-Cap Growth JDMNX Janus Enterprise N
MID-CAP VALUE MVCKX MFS Mid Cap Value R5
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
FIXED INCOME
Intermediate Government VFIJX Vanguard GNMA Adm
Multisector Bond FSICX Fidelity Strategic Income
SHORT GOVERNMENT STABLEVALUE WF Stable Fund C
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg
Total Available Funds: 26
  • 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 2041-2045 ARDOX American Century One Choice 2045 R6 4% 3 60 0 0.87% 21.19%
Target Date 2031-2035 ARLDX American Century One Choice 2035 R6 4% 3 60 0 1.07% 17.95%
Target Date 2021-2025 ARWDX American Century One Choice 2025 R6 4% 3 60 0 0.42% 17.85%
Target Date 2046-2050 ARFEX American Century One Choice 2050 R6 4% 3 60 0 0.54% 16.6%
Target Date 2036-2040 ARDUX American Century One Choice 2040 R6 4% 3 60 0 0.64% 15.24%
Target Date 2026-2030 ARCUX American Century One Choice 2030 R6 3% 3 60 0 0.59% 14.07%
Retirement Income ARDTX American Century One Choice In Retire R6 3% 3 60 0 0.75% 11.87%
Target Date 2051+ AREUX American Century One Choice 2055 R6 2% 3 60 0 0.54% 16.56%
Target Date 2016-2020 ARBDX American Century One Choice 2020 R6 0% 3 60 0 0.42% 8.54%
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 3 60 0 0.9% 13.91%
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US Idx Advtg 0% 3 60 0 0.18% 2.29%
INTERNATIONAL EQUITY MIDLX MFS International New Discovery R5 0% 3 60 0 2.03% 3.38%
US EQUITY
SMALL VALUE JSVUX JPMorgan Small Cap Value R6 86% 3 60 0 1.24% 10.41%
LARGE VALUE VEIRX Vanguard Equity-Income Adm 85% 3 60 0 0.28% 1.88%
Small Growth PGRTX Principal SmallCap Growth I Inst 84% 3 60 0 1.19% 9.78%
LARGE GROWTH HACAX Harbor Capital Appreciation Instl 75% 3 60 0 1.04% 11.23%
LARGE GROWTH FCNKX Fidelity Contrafund K 68% 3 60 0 0.55% 5.07%
Mid-Cap Growth JDMNX Janus Enterprise N 1% 3 60 0 0.92% 7.4%
MID-CAP VALUE MVCKX MFS Mid Cap Value R5 1% 3 60 0 0.74% 8.3%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 4.47%
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg 0% 3 60 0 0.04% 0%
FIXED INCOME
Intermediate Government VFIJX Vanguard GNMA Adm 88% 3 60 0 0.11% 3.56%
Multisector Bond FSICX Fidelity Strategic Income 74% 3 60 0 0.7% 3.83%
SHORT GOVERNMENT STABLEVALUE WF Stable Fund C 16% 0 60 0 NA 19.62%
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan 9% 3 60 0 0.52% 4.16%
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg 0% 3 60 0 0.11% 2.65%
Average Expense Ratio: 0.66%
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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 for Portfolio Details or Follow -0.3% -2.0% 3.1% 2.8% 7.2% 4.7%

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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 0.9% 20.2% 10.7% 9.6% 7.0% 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
The plan consists of 26 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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