MyPlanIQ RYAN IRON WORKS INC. 401K PLAN

RYAN IRON WORKS INC. 401K PLAN Investment Model Portfolios

This Plan is unrated.
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RYAN IRON WORKS, INC. 401(K) PLAN
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*
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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
The investment options have not been imported yet.


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