MyPlanIQ RYAN IRON WORKS INC. 401K PLAN

RYAN IRON WORKS INC. 401K PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS EMERGING MKTS A
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Foreign Large Blend FSIIX SPTN INTL INDEX INV
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
FIXED INCOME
Intermediate-Term Bond FBIDX SPTN US BOND IDX INV
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
US EQUITY
MID-CAP VALUE FDVLX FID VALUE
LARGE BLEND FDEQX FID DISCIPLND EQTY
LARGE GROWTH FDGRX FID GROWTH COMPANY
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS EMERGING MKTS A
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Foreign Large Blend FSIIX SPTN INTL INDEX INV
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
FIXED INCOME
Intermediate-Term Bond FBIDX SPTN US BOND IDX INV
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
US EQUITY
MID-CAP VALUE FDVLX FID VALUE
LARGE BLEND FDEQX FID DISCIPLND EQTY
LARGE GROWTH FDGRX FID GROWTH COMPANY
LARGE BLEND FUSEX SPTN 500 INDEX INV
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV
LARGE GROWTH FMAGX FID MAGELLAN
LARGE VALUE FSLVX FID STKSEL LGCAP VAL
LARGE BLEND SRVEX VICTORY DIVERS STK A
Mid-Cap Growth BARAX BARON ASSET FUND
Mid-Cap Growth FSSMX FID STK SEL MID CAP
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FUSVX SPTN 500 INDEX ADV
Total Available Funds: 18
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS EMERGING MKTS A 62% 3 60 0 1.34% 1.92%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL 98% 3 60 0 0.65% 3.66%
Foreign Large Blend FSIIX SPTN INTL INDEX INV 86% 3 60 0 0.17% 2.86%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 3 60 0 0.07% 2.44%
FIXED INCOME
Intermediate-Term Bond FBIDX SPTN US BOND IDX INV 0% 3 60 0 0.13% 2.17%
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV 0% 3 60 0 0.11% 2.65%
US EQUITY
MID-CAP VALUE FDVLX FID VALUE 99% 3 60 0 0.76% 15.77%
LARGE BLEND FDEQX FID DISCIPLND EQTY 96% 3 60 0 0.37% 8.75%
LARGE GROWTH FDGRX FID GROWTH COMPANY 90% 3 60 0 0.79% 8.73%
LARGE BLEND FUSEX SPTN 500 INDEX INV 79% 3 60 0 0.09% 1.65%
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV 76% 3 60 0 0.1% 1.33%
LARGE GROWTH FMAGX FID MAGELLAN 75% 3 60 0 0.52% 7.94%
LARGE VALUE FSLVX FID STKSEL LGCAP VAL 73% 3 60 0 1.94% 10.42%
LARGE BLEND SRVEX VICTORY DIVERS STK A 50% 3 60 0 0.78% 10.38%
Mid-Cap Growth BARAX BARON ASSET FUND 35% 3 60 0 1.33% 17.59%
Mid-Cap Growth FSSMX FID STK SEL MID CAP 2% 3 60 0 0.72% 3.24%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 3 60 0 0.07% 4.47%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 3 60 0 0.04% 0%
Average Expense Ratio: 0.55%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click to Create Model Portfolio

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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
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