MyPlanIQ 401k Investor TEXAS OIL AND CHEMICAL CO. II INC. 401K PLAN

TEXAS OIL AND CHEMICAL CO. II INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Diversified International
Others
Target Date 2050+ PPLIX Principal Lifetime 2050
Target Date 2036-2040 PTDIX Principal Lifetime 2040
Target Date 2026-2030 PMTIX Principal Lifetime 2030
US EQUITY
MID-CAP BLEND MPSIX Principal Mid Capital S P 400 Index
MID-CAP VALUE PVMIX Principal Mid Capital Value I
LARGE BLEND PLFIX Principal Large Capital S P 500 Index
FIXED INCOME
Intermediate-Term Bond PMSIX Principal Bond & Mortgage
Intermediate-Term Bond PTTAX Pacific Investment Management Company Total Return A Fund
Intermediate Government PGVIX Principal Government HQ Bond
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Diversified International
Others
Target Date 2050+ PPLIX Principal Lifetime 2050
Target Date 2036-2040 PTDIX Principal Lifetime 2040
Target Date 2026-2030 PMTIX Principal Lifetime 2030
Target Date 2016-2020 PLWIX Principal Lifetime 2020
Target Date 2000-2010 PTTIX Principal Lifetime 2010
ROOT CASH Principal Money Mkt
US EQUITY
MID-CAP BLEND MPSIX Principal Mid Capital S P 400 Index
MID-CAP VALUE PVMIX Principal Mid Capital Value I
LARGE BLEND PLFIX Principal Large Capital S P 500 Index
SMALL BLEND PSLIX Principal Small Capital Blend
LARGE BLEND PLIIX Principal Large Capital Blend I
SMALL BLEND FSCTX Fidelity Adv Small Capital T Fund
LARGE BLEND OARDX Oppenheimer Rising Div A Fund
LARGE VALUE TWEAX American Century Equity Income A Fund
Mid-Cap Growth HMCAX Eagle Mid Capital Stock A Fund
US EQUITY ARSD Arabian American Development Co.
SMALL VALUE PSVPX Principal Small Capital Value
LARGE GROWTH PGLIX Principal Large Capital Growth
LARGE VALUE PVPIX Principal Large Capital Value I
FIXED INCOME
Intermediate-Term Bond PMSIX Principal Bond & Mortgage
Intermediate-Term Bond PTTAX Pacific Investment Management Company Total Return A Fund
Intermediate Government PGVIX Principal Government HQ Bond
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 PIIIX Principal Diversified International 89% 3 60 0 0.78% 2.67%
Others
Target Date 2050+ PPLIX Principal Lifetime 2050 100% 3 60 0 1.04% 4.75%
Target Date 2036-2040 PTDIX Principal Lifetime 2040 94% 3 60 0 1% 4.69%
Target Date 2026-2030 PMTIX Principal Lifetime 2030 93% 3 60 0 1.45% 4.45%
Target Date 2016-2020 PLWIX Principal Lifetime 2020 90% 3 60 0 0.91% 5.21%
Target Date 2000-2010 PTTIX Principal Lifetime 2010 0% 3 60 0 0.72% 7.1%
ROOT CASH Principal Money Mkt 0% 1 60 0 NA 2.67%
US EQUITY
MID-CAP BLEND MPSIX Principal Mid Capital S P 400 Index 82% 3 60 0 0.42% 4.08%
MID-CAP VALUE PVMIX Principal Mid Capital Value I 81% 3 60 0 0.7% 4.94%
LARGE BLEND PLFIX Principal Large Capital S P 500 Index 76% 3 60 0 0.52% 4.62%
SMALL BLEND PSLIX Principal Small Capital Blend 75% 3 60 0 1.19% 3.26%
LARGE BLEND PLIIX Principal Large Capital Blend I 74% 3 60 0 0.55% 4.56%
SMALL BLEND FSCTX Fidelity Adv Small Capital T Fund 50% 3 60 0 2.15% 1.79%
LARGE BLEND OARDX Oppenheimer Rising Div A Fund 47% 3 60 0 0.63% 7.88%
LARGE VALUE TWEAX American Century Equity Income A Fund 44% 3 60 0 0.59% 7.42%
Mid-Cap Growth HMCAX Eagle Mid Capital Stock A Fund 0% 3 60 0 1.14% 5.15%
US EQUITY ARSD Arabian American Development Co. 0% 3 60 0 NA 0%
SMALL VALUE PSVPX Principal Small Capital Value 0% 3 60 0 NA 0.18%
LARGE GROWTH PGLIX Principal Large Capital Growth 0% 3 60 0 0.67% 34.48%
LARGE VALUE PVPIX Principal Large Capital Value I 0% 3 60 0 0.76% 48.57%
FIXED INCOME
Intermediate-Term Bond PMSIX Principal Bond & Mortgage 74% 3 60 0 0.88% 3.51%
Intermediate-Term Bond PTTAX Pacific Investment Management Company Total Return A Fund 65% 3 60 0 0.8% 3.66%
Intermediate Government PGVIX Principal Government HQ Bond 0% 3 60 0 NA 4.37%
Average Expense Ratio: 0.89%
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Related Retirement Plans
TEXAS OIL & CHEMICAL CO. II, INC. 401(K) PLAN
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*
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 3 major asset classes and 17 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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