MyPlanIQ 401k Investor BOSTON LOGIC TECHNOLOGY PARTNERS INC. 401K PLAN

BOSTON LOGIC TECHNOLOGY PARTNERS INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRCX Virtus Opportunities Trust: Virtus Real Estate Securities Fund; Class C Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPCX EuroPacific Growth Fund; Class C Shares
Others
Target Date 2046-2050 JTSSX JPMorgan Trust I: JPMorgan SmartRetirement 2050 Fund; Select Class Shares
Target Date 2026-2030 JSMSX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Select Class Shares
Target Date 2036-2040 SMTSX JPMorgan Trust I: JPMorgan SmartRetirement 2040 Fund; Select Class Shares
FIXED INCOME
Inflation-Protected Bond AIANX American Century Government Income Trust: Inflation-Adjusted Bond Fund; Institutional Class
Multisector Bond LSIZX Columbia Funds Series Trust I: Columbia Strategic Income Fund; Class Z Shares
Bank Loan EVBLX Eaton Vance Mutual Funds Trust: Eaton Vance Floating-Rate Fund; Class A Shares
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRCX Virtus Opportunities Trust: Virtus Real Estate Securities Fund; Class C Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPCX EuroPacific Growth Fund; Class C Shares
Others
Target Date 2046-2050 JTSSX JPMorgan Trust I: JPMorgan SmartRetirement 2050 Fund; Select Class Shares
Target Date 2026-2030 JSMSX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Select Class Shares
Target Date 2036-2040 SMTSX JPMorgan Trust I: JPMorgan SmartRetirement 2040 Fund; Select Class Shares
Target Date 2016-2020 JTTSX JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Select Class Shares
ROOT CASH Money Market Obligations Trust
Target Date 2000-2010 JSWSX JPMorgan Trust I: JPMorgan SmartRetirement 2010 Fund; Select Class Shares
FIXED INCOME
Inflation-Protected Bond AIANX American Century Government Income Trust: Inflation-Adjusted Bond Fund; Institutional Class
Multisector Bond LSIZX Columbia Funds Series Trust I: Columbia Strategic Income Fund; Class Z Shares
Bank Loan EVBLX Eaton Vance Mutual Funds Trust: Eaton Vance Floating-Rate Fund; Class A Shares
Intermediate-Term Bond PTTDX PIMCO Funds: Total Return Fund; Class D Shares
High Yield Bond RITCX American High-Income Trust; Class R-3 Shares
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
LARGE VALUE MRDVX BlackRock Equity Dividend Fund; Investor R Shares
LARGE GROWTH MLRTX MainStay Funds: MainStay Large Cap Growth Fund; Class R2 Shares
SMALL VALUE PCVAX Allianz Funds: NFJ Small-Cap Value Fund; Class A Shares
Mid-Cap Growth MGOKX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class K Shares
MID-CAP VALUE GCMBX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class B Shares
Total Available Funds: 21
  • 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 PHRCX Virtus Opportunities Trust: Virtus Real Estate Securities Fund; Class C Shares 33% 1 60 0 2.05% 9.85%
INTERNATIONAL EQUITY
Foreign Large Blend AEPCX EuroPacific Growth Fund; Class C Shares 55% 1 60 0 0.9% 2.95%
Others
Target Date 2046-2050 JTSSX JPMorgan Trust I: JPMorgan SmartRetirement 2050 Fund; Select Class Shares 91% 1 60 0 0.67% 1.44%
Target Date 2026-2030 JSMSX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Select Class Shares 78% 1 60 0 0.64% 2.02%
Target Date 2036-2040 SMTSX JPMorgan Trust I: JPMorgan SmartRetirement 2040 Fund; Select Class Shares 73% 1 60 0 0.67% 1.58%
Target Date 2016-2020 JTTSX JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Select Class Shares 72% 1 60 0 0.62% 2.64%
ROOT CASH Money Market Obligations Trust 0% 1 60 0 NA 4.14%
Target Date 2000-2010 JSWSX JPMorgan Trust I: JPMorgan SmartRetirement 2010 Fund; Select Class Shares 0% 1 60 0 0.76% 2.51%
FIXED INCOME
Inflation-Protected Bond AIANX American Century Government Income Trust: Inflation-Adjusted Bond Fund; Institutional Class 93% 1 60 0 0.76% 4.69%
Multisector Bond LSIZX Columbia Funds Series Trust I: Columbia Strategic Income Fund; Class Z Shares 83% 1 60 0 0.93% 5.57%
Bank Loan EVBLX Eaton Vance Mutual Funds Trust: Eaton Vance Floating-Rate Fund; Class A Shares 67% 1 60 0 0.77% 7.87%
Intermediate-Term Bond PTTDX PIMCO Funds: Total Return Fund; Class D Shares 65% 1 60 0 0.75% 4.84%
High Yield Bond RITCX American High-Income Trust; Class R-3 Shares 43% 1 60 0 0.41% 6.15%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 1 60 0 0.52% 4.95%
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund 93% 1 60 0 1.01% 0%
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares 79% 1 60 0 0.09% 1.79%
LARGE VALUE MRDVX BlackRock Equity Dividend Fund; Investor R Shares 57% 1 60 0 1% 6.54%
LARGE GROWTH MLRTX MainStay Funds: MainStay Large Cap Growth Fund; Class R2 Shares 56% 1 60 0 1.33% 0%
SMALL VALUE PCVAX Allianz Funds: NFJ Small-Cap Value Fund; Class A Shares 56% 1 60 0 0.89% 16.12%
Mid-Cap Growth MGOKX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class K Shares 0% 1 60 0 1.33% 1.88%
MID-CAP VALUE GCMBX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class B Shares 0% 1 60 0 1.91% 0%
Average Expense Ratio: 0.9%
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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 1.3% 11.3% 0.9% 5.6% 4.1% 6.9%

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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 21 funds. It covers 4 major asset classes and 20 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income, US Equity and REITs.


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