MyPlanIQ MPS GROUP INC. RETIREMENT SAVINGS PLAN

MPS GROUP INC. RETIREMENT SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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MPS GROUP 401(K) SAVINGS PLAN
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value AIVIX AllianceBernstein Trust: AllianceBernstein International Value Fund; Class I Shares
Foreign Large Value ABIAX AllianceBernstein Trust: AllianceBernstein International Value Fund; Class A Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
FIXED INCOME
Intermediate-Term Bond CFICX Calvert Fund: Calvert Income Fund; Class A Shares
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund
MID-CAP VALUE MDRFX BlackRock Mid Cap Value Opportunities Series
Small Growth ORIGX Pioneer Series Trust I: Pioneer Oak Ridge Small Cap Growth Fund; Class A Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value AIVIX AllianceBernstein Trust: AllianceBernstein International Value Fund; Class I Shares
Foreign Large Value ABIAX AllianceBernstein Trust: AllianceBernstein International Value Fund; Class A Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
FIXED INCOME
Intermediate-Term Bond CFICX Calvert Fund: Calvert Income Fund; Class A Shares
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund
MID-CAP VALUE MDRFX BlackRock Mid Cap Value Opportunities Series
Small Growth ORIGX Pioneer Series Trust I: Pioneer Oak Ridge Small Cap Growth Fund; Class A Shares
Mid-Cap Growth KAUAX Federated Equity Funds: Federated Kaufmann Fund; Class A Shares
LARGE GROWTH USGLX John Hancock Capital Series: John Hancock US Global Leaders Growth Fund; Class A Shares
SMALL BLEND MDSPX BlackRock Value Opportunities Fund
Total Available Funds: 10
  • 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 Value AIVIX AllianceBernstein Trust: AllianceBernstein International Value Fund; Class I Shares 69% 3 60 0 1.25% 9.52%
Foreign Large Value ABIAX AllianceBernstein Trust: AllianceBernstein International Value Fund; Class A Shares 32% 3 60 0 1.25% 8.88%
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares 91% 3 60 0 0.83% 2.2%
FIXED INCOME
Intermediate-Term Bond CFICX Calvert Fund: Calvert Income Fund; Class A Shares 41% 3 60 0 0.66% 4.78%
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 11.94%
MID-CAP VALUE MDRFX BlackRock Mid Cap Value Opportunities Series 55% 3 60 0 0.69% 1.73%
Small Growth ORIGX Pioneer Series Trust I: Pioneer Oak Ridge Small Cap Growth Fund; Class A Shares 52% 3 60 0 1.6% 0%
Mid-Cap Growth KAUAX Federated Equity Funds: Federated Kaufmann Fund; Class A Shares 49% 3 60 0 2.51% 11.01%
LARGE GROWTH USGLX John Hancock Capital Series: John Hancock US Global Leaders Growth Fund; Class A Shares 36% 3 60 0 1.88% 14.76%
SMALL BLEND MDSPX BlackRock Value Opportunities Fund 28% 3 60 0 0.48% 0.71%
Average Expense Ratio: 1.29%
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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*
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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
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