MyPlanIQ 401k Investor SAS RETIREMENT PLAN

SAS RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund
Foreign Large Blend VIDMX VANG DEV MKTS INST
Others
Target Date 2021-2025 VTTVX PYR COR LFC 2025 CP
Target Date 2041-2045 VTIVX PYR COR LFC 2045 CP
Target Date 2031-2035 VTTHX PYR COR LFC 2035 CP
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst Fund
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
US EQUITY
LARGE GROWTH PRGFX TRP GROWTH STOCK
SMALL BLEND NAESX Vanguard Small Cap Index Fund
Mid-Cap Growth NBGIX NB GENESIS - INST CL
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund
Foreign Large Blend VIDMX VANG DEV MKTS INST
Others
Target Date 2021-2025 VTTVX PYR COR LFC 2025 CP
Target Date 2041-2045 VTIVX PYR COR LFC 2045 CP
Target Date 2031-2035 VTTHX PYR COR LFC 2035 CP
Target Date 2051+ VFFVX PYR COR LFC 2055 CP
Target Date 2046-2050 VFIFX PYR COR LFC 2050 CP
Technology FSPTX FID SEL TECHNOLOGY
Target Date 2036-2040 VFORX PYR COR LFC 2040 CP
Target Date 2026-2030 VTHRX PYR COR LFC 2030 CP
Target Date 2016-2020 VTWNX PYR COR LFC 2020 CP
Target Date 2011-2015 VTXVX PYR COR LFC 2015 CP
Target Date 2000-2010 VTENX PYR COR LFC 2010 CP
Target Date 2000-2010 VTOVX PYR COR LFC 2005 CP
ROOT CASH Fed UST Cash Reseve
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst Fund
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST
US EQUITY
LARGE GROWTH PRGFX TRP GROWTH STOCK
SMALL BLEND NAESX Vanguard Small Cap Index Fund
Mid-Cap Growth NBGIX NB GENESIS - INST CL
MID-CAP BLEND CRIMX CRM Mid Cap Calue Inst
MID-CAP BLEND VMCIX VANG MIDCAP IDX INST
LARGE BLEND RFNCX AF Fudamental Invs R5
Total Available Funds: 23
  • 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 FDIVX Fidelity Diversified International Fund 98% 1 60 0 0.65% 4.34%
Foreign Large Blend VIDMX VANG DEV MKTS INST 0% 1 60 0 0.08% 3.03%
Others
Target Date 2021-2025 VTTVX PYR COR LFC 2025 CP 97% 1 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX PYR COR LFC 2045 CP 97% 1 60 0 0.08% 2.48%
Target Date 2031-2035 VTTHX PYR COR LFC 2035 CP 96% 1 60 0 0.08% 2.65%
Target Date 2051+ VFFVX PYR COR LFC 2055 CP 80% 1 60 0 0.08% 2.38%
Target Date 2046-2050 VFIFX PYR COR LFC 2050 CP 75% 1 60 0 0.08% 2.42%
Technology FSPTX FID SEL TECHNOLOGY 73% 1 60 0 0.7% 0%
Target Date 2036-2040 VFORX PYR COR LFC 2040 CP 70% 1 60 0 0.08% 2.57%
Target Date 2026-2030 VTHRX PYR COR LFC 2030 CP 70% 1 60 0 0.08% 2.76%
Target Date 2016-2020 VTWNX PYR COR LFC 2020 CP 66% 1 60 0 0.08% 6.24%
Target Date 2011-2015 VTXVX PYR COR LFC 2015 CP 0% 1 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX PYR COR LFC 2010 CP 0% 1 60 0 0.17% 7.48%
Target Date 2000-2010 VTOVX PYR COR LFC 2005 CP 0% 1 60 0 NA 2.94%
ROOT CASH Fed UST Cash Reseve 0% 1 60 0 NA 2.66%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst Fund 97% 1 60 0 0.83% 4%
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST 94% 1 60 0 0.15% 3.3%
US EQUITY
LARGE GROWTH PRGFX TRP GROWTH STOCK 100% 1 60 0 0% 3.93%
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 1 60 0 0.03% 1.62%
Mid-Cap Growth NBGIX NB GENESIS - INST CL 91% 1 60 0 1.34% 3.4%
MID-CAP BLEND CRIMX CRM Mid Cap Calue Inst 88% 1 60 0 1.16% 6.46%
MID-CAP BLEND VMCIX VANG MIDCAP IDX INST 72% 1 60 0 0.04% 1.81%
LARGE BLEND RFNCX AF Fudamental Invs R5 51% 1 60 0 0.28% 6.12%
Average Expense Ratio: 0.29%
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Related Retirement Plans
SAS 401(K) PLAN
SAS RETIREMENT PLAN
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 5.5% 14.9% 4.0% 8.0% 6.0% 7.3%

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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 25 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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