MyPlanIQ WOOD GROUP 401K PLAN

WOOD GROUP 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value ABIYX AllianceBernstein Trust: AllianceBernstein International Value Fund; Advisor Class Shares
US EQUITY
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
SMALL VALUE CSCZX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares
MID-CAP BLEND FLVIX Fidelity Advisor Series I: Fidelity Advisor Leveraged Company Stock Fund; Institutional Shares
FIXED INCOME
High Yield Bond FAHCX Fidelity Advisor Series I: Fidelity Advisor High Income Advantage Fund; Institutional Class Shares
Intermediate Government FVIIX Fidelity Income Fund: Fidelity Advisor Government Income Fund; Institutional Class Shares
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value ABIYX AllianceBernstein Trust: AllianceBernstein International Value Fund; Advisor Class Shares
US EQUITY
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
SMALL VALUE CSCZX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares
MID-CAP BLEND FLVIX Fidelity Advisor Series I: Fidelity Advisor Leveraged Company Stock Fund; Institutional Shares
Small Growth PSGIX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Institutional Shares
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
LARGE GROWTH NMYAX Columbia Funds Series Trust: Columbia Marsico 21st Century Fund; Class Z Shares
FIXED INCOME
High Yield Bond FAHCX Fidelity Advisor Series I: Fidelity Advisor High Income Advantage Fund; Institutional Class Shares
Intermediate Government FVIIX Fidelity Income Fund: Fidelity Advisor Government Income Fund; Institutional Class Shares
Total Available Funds: 9
  • 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 ABIYX AllianceBernstein Trust: AllianceBernstein International Value Fund; Advisor Class Shares 37% 3 60 0 1.25% 1.42%
US EQUITY
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares 85% 3 60 0 0.09% 1.79%
SMALL VALUE CSCZX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares 83% 3 60 0 1.24% 0.68%
MID-CAP BLEND FLVIX Fidelity Advisor Series I: Fidelity Advisor Leveraged Company Stock Fund; Institutional Shares 75% 3 60 0 0.66% 1.77%
Small Growth PSGIX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Institutional Shares 55% 3 60 0 1% 0.25%
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares 24% 3 60 0 1.04% 3.66%
LARGE GROWTH NMYAX Columbia Funds Series Trust: Columbia Marsico 21st Century Fund; Class Z Shares 0% 3 60 0 1.06% 0%
FIXED INCOME
High Yield Bond FAHCX Fidelity Advisor Series I: Fidelity Advisor High Income Advantage Fund; Institutional Class Shares 95% 3 60 0 1.19% 3.93%
Intermediate Government FVIIX Fidelity Income Fund: Fidelity Advisor Government Income Fund; Institutional Class Shares 67% 3 60 0 0.76% 1.83%
Average Expense Ratio: 0.92%
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Model Portfolios

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*
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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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