MyPlanIQ 401k Investor SITA EMPLOYEE 401K SAVINGS PLAN

SITA EMPLOYEE 401K SAVINGS PLAN Investment Model Portfolios

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SITA EMPLOYEE 401(K) SAVINGS PLAN
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MSIQX MORG STNLY INTL EQUITY, I
Others
Moderate Allocation RPBAX BALANCED FUND
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INSTL
Multisector Bond RPSIX SPECTRUM INCOME FUND
SHORT GOVERNMENT STABLEVALUE TRP STABLE VALUE FUND SCH B
US EQUITY
LARGE GROWTH TRBCX BLUE CHIP GROWTH FUND
LARGE VALUE PRFDX EQUITY INCOME FUND
Mid-Cap Growth RPMGX MID-CAP GROWTH FUND
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MSIQX MORG STNLY INTL EQUITY, I
Others
Moderate Allocation RPBAX BALANCED FUND
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INSTL
Multisector Bond RPSIX SPECTRUM INCOME FUND
SHORT GOVERNMENT STABLEVALUE TRP STABLE VALUE FUND SCH B
US EQUITY
LARGE GROWTH TRBCX BLUE CHIP GROWTH FUND
LARGE VALUE PRFDX EQUITY INCOME FUND
Mid-Cap Growth RPMGX MID-CAP GROWTH FUND
SMALL BLEND PRSVX SMALL-CAP VALUE FUND
MID-CAP VALUE GSMCX GOLDMAN SACHS MIDCAP VAL, INST
Small Growth PRNHX NEW HORIZONS FUND
LARGE BLEND PREIX TRP EQUITY INDEX TRUST CL B
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 MSIQX MORG STNLY INTL EQUITY, I 93% 1 60 0 1.8% 3.42%
Others
Moderate Allocation RPBAX BALANCED FUND 85% 1 60 0 0.47% 1.79%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INSTL 96% 1 60 0 0.83% 2.79%
Multisector Bond RPSIX SPECTRUM INCOME FUND 84% 1 60 0 0.62% 2.98%
SHORT GOVERNMENT STABLEVALUE TRP STABLE VALUE FUND SCH B 16% 1 60 0 NA 28.05%
US EQUITY
LARGE GROWTH TRBCX BLUE CHIP GROWTH FUND 100% 1 60 0 1.23% 10.2%
LARGE VALUE PRFDX EQUITY INCOME FUND 97% 1 60 0 1.23% 1.68%
Mid-Cap Growth RPMGX MID-CAP GROWTH FUND 87% 1 60 0 1.29% 0%
SMALL BLEND PRSVX SMALL-CAP VALUE FUND 85% 1 60 0 1.17% 0.92%
MID-CAP VALUE GSMCX GOLDMAN SACHS MIDCAP VAL, INST 83% 1 60 0 1.18% 1.1%
Small Growth PRNHX NEW HORIZONS FUND 80% 1 60 0 0.79% 4.99%
LARGE BLEND PREIX TRP EQUITY INDEX TRUST CL B 73% 1 60 0 0.3% 1%
Average Expense Ratio: 0.99%
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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 5.3% 8.7% 15.1% 11.6% 7.5% 7.9%

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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 0.7% 18.2% 11.4% 10.1% 8.4% 8.4%

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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 0.6% 21.7% 15.6% 14.4% 11.2% 11.0%

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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 13 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

This plan was created based on a user's request. The default 3 month minimum holding period is used for each fund in the plan (other than Money Market).



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