MyPlanIQ 401k Investor THE ALION SCIENCE AND TECHNOLOGY CORPORATION

THE ALION SCIENCE AND TECHNOLOGY CORPORATION

Investment Menu Rating:

Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Separate Account Pooled Separate Account
INTERNATIONAL EQUITY
Foreign Large Value ABIYX AllianceBernstein International Value A Fund Mutual Fund
Foreign Large Growth PITIX Principal International Growth Separate Account Pooled Separate Account
Others
Target Date 2050+ PPLIX Principal Lifetime 2050 Separate Account Pooled Separate Account
Target Date 2036-2040 PTDIX Principal Lifetime 2040 Separate Account Pooled Separate Account
Target Date 2026-2030 PMTIX Principal Lifetime 2030 Separate Account Pooled Separate Account
US EQUITY
LARGE GROWTH FCNTX Fidelity Contra Fund Mutual Fund
LARGE VALUE GSLAX Goldman Sachs Large Cap Value A Fund Mutual Fund
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A Fund Mutual Fund
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Separate Account Pooled Separate Account
INTERNATIONAL EQUITY
Foreign Large Value ABIYX AllianceBernstein International Value A Fund Mutual Fund
Foreign Large Growth PITIX Principal International Growth Separate Account Pooled Separate Account
Others
Target Date 2050+ PPLIX Principal Lifetime 2050 Separate Account Pooled Separate Account
Target Date 2036-2040 PTDIX Principal Lifetime 2040 Separate Account Pooled Separate Account
Target Date 2026-2030 PMTIX Principal Lifetime 2030 Separate Account Pooled Separate Account
Target Date 2016-2020 PLWIX Principal Lifetime 2020 Separate Account Pooled Separate Account
Retirement Income PLSIX Principal Lifetime Strategic Income Separate Acct Pooled Separate Account
Target Date 2000-2010 PTTIX Principal Lifetime 2010 Separate Account
ROOT CASH Principal Money Market Separate Account
US EQUITY
LARGE GROWTH FCNTX Fidelity Contra Fund Mutual Fund
LARGE VALUE GSLAX Goldman Sachs Large Cap Value A Fund Mutual Fund
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A Fund Mutual Fund
MID-CAP BLEND PCBIX Principal MidCap Blend Separate Account Pooled Separate Account
LARGE BLEND PLFIX Principal Large Cap S P 500 Index Separate Acct Pooled Separate Account
Mid-Cap Growth THGRX Thornburg Core Growth R5 Fund Mutual Fund
SMALL BLEND OPMYX Oppenheimer Main Street Small Cap Y Fund Mutual Fund
LARGE GROWTH RGAEX American Funds Growth Fund of America R4 Mutual Fund
LARGE BLEND PILBX Principal Disciplined Large Cap Blend Sep Acct Pooled Separate Account
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Institutional Fund Mutual Fund
High Yield Bond FAGIX Fidelity Capital Income Fund Mutual Fund
Intermediate-Term Bond PMSIX Principal Bond and Mortgage Separate Account
Total Available Funds: 22
  • 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 PIREX Principal Real Estate Securities Separate Account Pooled Separate Account 81% 3 60 0 1.99% 2.89%
INTERNATIONAL EQUITY
Foreign Large Value ABIYX AllianceBernstein International Value A Fund Mutual Fund 70% 3 60 0 1.25% 1.4%
Foreign Large Growth PITIX Principal International Growth Separate Account Pooled Separate Account 0% 3 60 0 NA 1.52%
Others
Target Date 2050+ PPLIX Principal Lifetime 2050 Separate Account Pooled Separate Account 100% 3 60 0 1.04% 4.75%
Target Date 2036-2040 PTDIX Principal Lifetime 2040 Separate Account Pooled Separate Account 94% 3 60 0 1% 4.69%
Target Date 2026-2030 PMTIX Principal Lifetime 2030 Separate Account Pooled Separate Account 93% 3 60 0 1.45% 4.45%
Target Date 2016-2020 PLWIX Principal Lifetime 2020 Separate Account Pooled Separate Account 90% 3 60 0 0.91% 5.21%
Retirement Income PLSIX Principal Lifetime Strategic Income Separate Acct Pooled Separate Account 84% 3 60 0 1.4% 2.68%
Target Date 2000-2010 PTTIX Principal Lifetime 2010 Separate Account 0% 3 60 0 0.72% 7.1%
ROOT CASH Principal Money Market Separate Account 0% 3 60 0 NA 2.67%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contra Fund Mutual Fund 96% 3 60 0 0.55% 3.75%
LARGE VALUE GSLAX Goldman Sachs Large Cap Value A Fund Mutual Fund 93% 3 60 0 1.29% 6.43%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A Fund Mutual Fund 93% 3 60 0 1.18% 4.99%
MID-CAP BLEND PCBIX Principal MidCap Blend Separate Account Pooled Separate Account 90% 3 60 0 0.94% 2.84%
LARGE BLEND PLFIX Principal Large Cap S P 500 Index Separate Acct Pooled Separate Account 76% 3 60 0 0.52% 4.62%
Mid-Cap Growth THGRX Thornburg Core Growth R5 Fund Mutual Fund 74% 3 60 0 1.36% 0%
SMALL BLEND OPMYX Oppenheimer Main Street Small Cap Y Fund Mutual Fund 72% 3 60 0 1.06% 3.61%
LARGE GROWTH RGAEX American Funds Growth Fund of America R4 Mutual Fund 39% 3 60 0 0.3% 8.45%
LARGE BLEND PILBX Principal Disciplined Large Cap Blend Sep Acct Pooled Separate Account 0% 3 60 0 NA 5.79%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Institutional Fund Mutual Fund 97% 3 60 0 0.83% 3.99%
High Yield Bond FAGIX Fidelity Capital Income Fund Mutual Fund 91% 3 60 0 0.93% 5.59%
Intermediate-Term Bond PMSIX Principal Bond and Mortgage Separate Account 74% 3 60 0 0.88% 3.51%
Average Expense Ratio: 1.03%
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Related Retirement Plans
ALION SCIENCE AND TECHNOLOGY CORPORATION SAVINGS AND 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 5.0% 15.3% 2.1% 5.2% 4.6% 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 24 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.


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