MyPlanIQ 401k Investor ATLAS ENERGY, INC.INVESTMENT SAVINGS PLAN

ATLAS ENERGY, INC.INVESTMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEAX Invesco Real Estate Fund class A
Emerging Market
DIVERSIFIED EMERGING MKTS GEGAX Aberdeen Developing Mkts A
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Fund
WORLD STOCK RWICX American Cap World Growth Income R3
Foreign Large Growth AWPAX AllianceBernstein Int Growth A
Others
Natural Resources JNRRX Jennison Natural Resources
Health SHSAX Blackrock HL SC Opp A
Technology SLMCX Seligman Comm Info Fund class A
FIXED INCOME
Intermediate-Term Bond PTTAX Pimco Total Return Fund class A
Intermediate Government ABTAX American Cent Gov Bd Fund Avd CI
Intermediate-Term Bond LIGRX Loomis Sayles Invt Grade A
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEAX Invesco Real Estate Fund class A
Emerging Market
DIVERSIFIED EMERGING MKTS GEGAX Aberdeen Developing Mkts A
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Fund
WORLD STOCK RWICX American Cap World Growth Income R3
Foreign Large Growth AWPAX AllianceBernstein Int Growth A
Foreign Large Value NIVLX Columbia Value & class A
WORLD STOCK MDGGX Blackrock Global Growth A
Others
Natural Resources JNRRX Jennison Natural Resources
Health SHSAX Blackrock HL SC Opp A
Technology SLMCX Seligman Comm Info Fund class A
Utilities MMUFX MFS Utilities Fund class A
Financial RPFGX Davis Series Financial Fund class A
ROOT CASH Merrill Lynch rtmt Reserves Money Fund
FIXED INCOME
Intermediate-Term Bond PTTAX Pimco Total Return Fund class A
Intermediate Government ABTAX American Cent Gov Bd Fund Avd CI
Intermediate-Term Bond LIGRX Loomis Sayles Invt Grade A
Intermediate Government LUTAX Columbia US Treasury class A
US EQUITY
MID-CAP BLEND VIMSX Merrill Lynch Mid Cap Index Tr
SMALL VALUE VSMIX InvescoVan Kampen Small Cap Value
MID-CAP VALUE GETGX Victory Established Mutual Fund
LARGE GROWTH ACAAX Alger Capital app A
SMALL VALUE PCVAX Allianz NFJ Small Cap Value class A
LARGE GROWTH MLAAX Mainstay Large Cap Growth Fund A
LARGE BLEND GRINX Victory Diversified Stock
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund A
Small Growth SAGWX Sentinel Small Company Fund A
MID-CAP VALUE CMUAX Columbia Mid Cap Value Fund A
LARGE BLEND ITHSX Hartford Capital class R4
Small Growth VASCX Invesco Van Kampen Small Cap Growth A
Mid-Cap Growth VGRAX InvescoVan Kampen Mid Cap Growth Fund A
Mid-Cap Growth TWVAX American Cent Vista Fund Adv CI
Total Available Funds: 31
  • 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 Invesco Real Estate Fund class A 90% 3 60 0 1.07% 8.02%
Emerging Market
DIVERSIFIED EMERGING MKTS GEGAX Aberdeen Developing Mkts A 59% 3 60 0 1.1% 1.15%
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Fund 93% 3 60 0 1.16% 1.71%
WORLD STOCK RWICX American Cap World Growth Income R3 61% 3 60 0 0.53% 0.91%
Foreign Large Growth AWPAX AllianceBernstein Int Growth A 49% 3 60 0 1.49% 0%
Foreign Large Value NIVLX Columbia Value & class A 0% 3 60 0 1.46% 1.56%
WORLD STOCK MDGGX Blackrock Global Growth A 0% 3 60 0 NA 0.75%
Others
Natural Resources JNRRX Jennison Natural Resources 49% 3 60 0 0.9% 0.65%
Health SHSAX Blackrock HL SC Opp A 48% 3 60 0 1.45% 8.26%
Technology SLMCX Seligman Comm Info Fund class A 46% 3 60 0 1.43% 13.64%
Utilities MMUFX MFS Utilities Fund class A 46% 3 60 0 1% 1.62%
Financial RPFGX Davis Series Financial Fund class A 33% 3 60 0 0.72% 1.68%
ROOT CASH Merrill Lynch rtmt Reserves Money Fund 0% 3 60 0 NA 2.6%
FIXED INCOME
Intermediate-Term Bond PTTAX Pimco Total Return Fund class A 65% 3 60 0 0.8% 4.3%
Intermediate Government ABTAX American Cent Gov Bd Fund Avd CI 52% 3 60 0 0.36% 3.58%
Intermediate-Term Bond LIGRX Loomis Sayles Invt Grade A 52% 3 60 0 0.74% 4.23%
Intermediate Government LUTAX Columbia US Treasury class A 33% 3 60 0 0.17% 2.81%
US EQUITY
MID-CAP BLEND VIMSX Merrill Lynch Mid Cap Index Tr 98% 3 60 0 0.04% 1.57%
SMALL VALUE VSMIX InvescoVan Kampen Small Cap Value 93% 3 60 0 1.1% 0.55%
MID-CAP VALUE GETGX Victory Established Mutual Fund 63% 3 60 0 1.65% 0.49%
LARGE GROWTH ACAAX Alger Capital app A 62% 3 60 0 1.27% 13.62%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value class A 56% 3 60 0 0.89% 1.39%
LARGE GROWTH MLAAX Mainstay Large Cap Growth Fund A 56% 3 60 0 1.33% 20.21%
LARGE BLEND GRINX Victory Diversified Stock 49% 3 60 0 0.78% 10.82%
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund A 47% 3 60 0 1.27% 4.2%
Small Growth SAGWX Sentinel Small Company Fund A 45% 3 60 0 0.81% 0.17%
MID-CAP VALUE CMUAX Columbia Mid Cap Value Fund A 41% 3 60 0 1.13% 0.57%
LARGE BLEND ITHSX Hartford Capital class R4 21% 3 60 0 0.79% 0.18%
Small Growth VASCX Invesco Van Kampen Small Cap Growth A 0% 3 60 0 1.33% 22.38%
Mid-Cap Growth VGRAX InvescoVan Kampen Mid Cap Growth Fund A 0% 3 60 0 1.16% 21.51%
Mid-Cap Growth TWVAX American Cent Vista Fund Adv CI 0% 3 60 0 1.28% 0%
Average Expense Ratio: 1.01%
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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 to Create Model Portfolio

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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(Ticker:ATLS)
The plan consists of 33 funds. It covers 5 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, REITs, Foreign Equity and Fixed Income.
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