MyPlanIQ 401k Investor TIC GUMS Inc Employees Retirement Plan

TIC GUMS Inc Employees Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEAX Fidelity Advisor Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS RNWEX American Funds New World R4
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T.Rowe Price International Growth & Income Advisor
Foreign Large Blend RERFX American Funds EuroPacific Growth R4
Foreign Large Blend FIENX Fidelity International Index Premium
Others
ROOT CASH Fidelity Treasury Money Market
FIXED INCOME
Intermediate-Term Bond FEPAX Fidelity Advisor Total Bond A
Multisector Bond PONAX PIMCO Income A
Intermediate-Term Bond FSITX Fidelity US Bond Index Premium
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEAX Fidelity Advisor Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS RNWEX American Funds New World R4
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T.Rowe Price International Growth & Income Advisor
Foreign Large Blend RERFX American Funds EuroPacific Growth R4
Foreign Large Blend FIENX Fidelity International Index Premium
Others
ROOT CASH Fidelity Treasury Money Market
FIXED INCOME
Intermediate-Term Bond FEPAX Fidelity Advisor Total Bond A
Multisector Bond PONAX PIMCO Income A
Intermediate-Term Bond FSITX Fidelity US Bond Index Premium
US EQUITY
MID-CAP VALUE MVCJX MFS Mid Cap Value R4
LARGE VALUE LCEAX Invesco Diversified Dividend A
SMALL VALUE FRVLX Franklin Small Cap Value A
Small Growth FCAGX Fidelity Advisor Small Cap Growth A
Mid-Cap Growth OSGIX JPMorgan Mid Cap Growth A
LARGE GROWTH RAFEX American Funds AMCAP R4
SMALL BLEND FCPEX Fidelity Small Cap Index Premium
MID-CAP BLEND FMEIX Fidelity Mid Cap Index Premium
LARGE BLEND FUSVX Fidelity 500 Index Premium
Total Available Funds: 18
  • 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
REAL ESTATE
REAL ESTATE FHEAX Fidelity Advisor Real Estate A 90% 3 60 0 1.07% 8.02%
Emerging Market
DIVERSIFIED EMERGING MKTS RNWEX American Funds New World R4 52% 3 60 0 1.01% 0.89%
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T.Rowe Price International Growth & Income Advisor 100% 3 60 0 1.4% 1.11%
Foreign Large Blend RERFX American Funds EuroPacific Growth R4 94% 3 60 0 0.84% 6.97%
Foreign Large Blend FIENX Fidelity International Index Premium 0% 3 60 0 0.63% 5.66%
Others
ROOT CASH Fidelity Treasury Money Market 0% 0 60 0 NA 2.6%
FIXED INCOME
Intermediate-Term Bond FEPAX Fidelity Advisor Total Bond A 52% 3 60 0 0.5% 3.83%
Multisector Bond PONAX PIMCO Income A 12% 3 60 0 0.51% 5.78%
Intermediate-Term Bond FSITX Fidelity US Bond Index Premium 0% 3 60 0 0.11% 2.65%
US EQUITY
MID-CAP VALUE MVCJX MFS Mid Cap Value R4 71% 3 60 0 0.74% 1.14%
LARGE VALUE LCEAX Invesco Diversified Dividend A 56% 3 60 0 0.73% 10.72%
SMALL VALUE FRVLX Franklin Small Cap Value A 55% 3 60 0 1.73% 6.61%
Small Growth FCAGX Fidelity Advisor Small Cap Growth A 50% 3 60 0 2.05% 1.23%
Mid-Cap Growth OSGIX JPMorgan Mid Cap Growth A 44% 3 60 0 0.95% 9.29%
LARGE GROWTH RAFEX American Funds AMCAP R4 44% 3 60 0 0.49% 0.37%
SMALL BLEND FCPEX Fidelity Small Cap Index Premium 0% 3 60 0 0.55% 1.76%
MID-CAP BLEND FMEIX Fidelity Mid Cap Index Premium 0% 3 60 0 0.45% 4.2%
LARGE BLEND FUSVX Fidelity 500 Index Premium 0% 3 60 0 0.04% 0%
Average Expense Ratio: 0.81%
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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 -3.2% -4.6% 3.7% 3.5% 8.8% 6.8%

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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 -4.1% -4.0% 3.3% 3.2% 9.3% 6.7%

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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 6.2% 4.4% 3.3% 6.6% 6.0% 8.8%

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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:KEY)
The plan consists of 18 funds. It covers 5 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs, Foreign Equity and Emerging Market Equity.

KeyCorp operates as a holding company for KeyBank National Association that provides various banking services in the United States.



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