MyPlanIQ 401k Investor SERVIGISTICS INC. 401K PLAN

SERVIGISTICS INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FARCX Nuveen Real Estate Securities Ret Opt
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective Inv Opt
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International Ret Opt
Foreign Large Blend AEPGX American Funds EuroPacific Growth Ret Opt
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Ret Opt
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Ret Opt
Retirement Income VTINX Vanguard Target Retirement Income Ret Opt
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Ret Opt
LARGE BLEND VTSMX Vanguard Total Stock Market Index Ret Opt
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity Ret Opt
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FARCX Nuveen Real Estate Securities Ret Opt
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective Inv Opt
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International Ret Opt
Foreign Large Blend AEPGX American Funds EuroPacific Growth Ret Opt
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Ret Opt
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Ret Opt
Retirement Income VTINX Vanguard Target Retirement Income Ret Opt
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Ret Opt
Moderate Allocation JBALX Janus Balanced Inv Opt
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Ret Opt
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Ret Opt
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Ret Opt
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Ret Opt
ROOT ODVIX Oppenheimer Developing Markets Ret Opt
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Ret Opt
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Ret Opt
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Ret Opt
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Ret Opt
LARGE BLEND VTSMX Vanguard Total Stock Market Index Ret Opt
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity Ret Opt
SMALL BLEND FSCIX Fidelity Advisor Small Cap Inv Opt
LARGE GROWTH FINSX Fidelity Advisor New Insights Ret Opt
MID-CAP VALUE GSMCX Goldman Sachs Mid-Cap Opportunities Ret Opt
LARGE VALUE CVRFX Pioneer Cullen Value Inv Opt
SMALL BLEND TSVIX Transamerica Small/Mid Cap Value Ret Opt
MID-CAP BLEND GTAVX Invesco Mid Cap Core Equity Inv Opt
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Ret Opt
Inflation-Protected Bond AIANX American Century Inflation-Adjusted Bond Ret Opt
SHORT GOVERNMENT STABLEVALUE Transamerica Stable Value Advantage Option
Intermediate-Term Bond FBIDX SSgA U.S. Bond Index Ret Opt
High Yield Bond AOPIX Columbia Income Opportunities Inv Opt
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 FARCX Nuveen Real Estate Securities Ret Opt 88% 1 60 0 1.22% 3.2%
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective Inv Opt 66% 1 60 0 1.47% 5.44%
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International Ret Opt 66% 1 60 0 1.23% 0%
Foreign Large Blend AEPGX American Funds EuroPacific Growth Ret Opt 58% 1 60 0 0.9% 3.64%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Ret Opt 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Ret Opt 97% 1 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Ret Opt 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Ret Opt 96% 1 60 0 0.08% 2.34%
Moderate Allocation JBALX Janus Balanced Inv Opt 92% 1 60 0 0.7% 3.29%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Ret Opt 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Ret Opt 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Ret Opt 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Ret Opt 70% 1 60 0 0.08% 2.21%
ROOT ODVIX Oppenheimer Developing Markets Ret Opt 69% 1 60 0 0.84% 0.97%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Ret Opt 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Ret Opt 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Ret Opt 0% 1 60 0 0.17% 0%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Ret Opt 99% 1 60 0 0.03% 1.4%
LARGE BLEND VTSMX Vanguard Total Stock Market Index Ret Opt 94% 1 60 0 0.03% 1.26%
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity Ret Opt 91% 1 60 0 0.79% 1.12%
SMALL BLEND FSCIX Fidelity Advisor Small Cap Inv Opt 91% 1 60 0 2.15% 4.01%
LARGE GROWTH FINSX Fidelity Advisor New Insights Ret Opt 88% 1 60 0 0.7% 0.39%
MID-CAP VALUE GSMCX Goldman Sachs Mid-Cap Opportunities Ret Opt 82% 1 60 0 1.18% 0.85%
LARGE VALUE CVRFX Pioneer Cullen Value Inv Opt 16% 1 60 0 0.45% 2.44%
SMALL BLEND TSVIX Transamerica Small/Mid Cap Value Ret Opt 3% 1 60 0 1.21% 8.71%
MID-CAP BLEND GTAVX Invesco Mid Cap Core Equity Inv Opt 0% 1 60 0 0.87% 1.05%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Ret Opt 97% 1 60 0 0.83% 3.98%
Inflation-Protected Bond AIANX American Century Inflation-Adjusted Bond Ret Opt 93% 1 60 0 0.76% 4.69%
SHORT GOVERNMENT STABLEVALUE Transamerica Stable Value Advantage Option 16% 1 60 0 NA 27.03%
Intermediate-Term Bond FBIDX SSgA U.S. Bond Index Ret Opt 0% 1 60 0 0.13% 2.67%
High Yield Bond AOPIX Columbia Income Opportunities Inv Opt 0% 1 60 0 0.69% 0%
Average Expense Ratio: 0.57%
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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 4.6% 18.1% 5.7% 7.4% 6.1% 7.7%

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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 31 funds. It covers 4 major asset classes and 27 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income, US Equity and REITs.


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