MyPlanIQ MIDWAY FORD TRUCK CENTER INC. 401K PLAN

MIDWAY FORD TRUCK CENTER INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEAX FA REAL ESTATE A
INTERNATIONAL EQUITY
Foreign Large Growth THVRX THORNBURG INT VAL R4
FIXED INCOME
Inflation-Protected Bond AIAVX AMCENT INFL ADJ BD A
High Yield Bond FAHDX FA HIGH INC ADV A
Inflation-Protected Bond FIPAX FA INFLA PROTCT BD A
US EQUITY
MID-CAP BLEND FMDCX FED MID CAP INDEX SS
LARGE VALUE MDDVX BLKRK EQUITY DIV A
LARGE GROWTH MLRTX MNSTY LG CAP GRTH R2
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEAX FA REAL ESTATE A
INTERNATIONAL EQUITY
Foreign Large Growth THVRX THORNBURG INT VAL R4
FIXED INCOME
Inflation-Protected Bond AIAVX AMCENT INFL ADJ BD A
High Yield Bond FAHDX FA HIGH INC ADV A
Inflation-Protected Bond FIPAX FA INFLA PROTCT BD A
US EQUITY
MID-CAP BLEND FMDCX FED MID CAP INDEX SS
LARGE VALUE MDDVX BLKRK EQUITY DIV A
LARGE GROWTH MLRTX MNSTY LG CAP GRTH R2
LARGE BLEND SRVEX VICTORY DIVERS STK A
SMALL VALUE ESPAX WFA SPL SM CAP VL A
LARGE VALUE FEIAX FA EQUITY INCOME A
Total Available Funds: 11
  • 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 FHEAX FA REAL ESTATE A 90% 3 60 0 1.07% 1.79%
INTERNATIONAL EQUITY
Foreign Large Growth THVRX THORNBURG INT VAL R4 25% 3 60 0 1.36% 2.24%
FIXED INCOME
Inflation-Protected Bond AIAVX AMCENT INFL ADJ BD A 60% 3 60 0 0.21% 4.09%
High Yield Bond FAHDX FA HIGH INC ADV A 53% 3 60 0 0.75% 5.09%
Inflation-Protected Bond FIPAX FA INFLA PROTCT BD A 0% 3 60 0 0.76% 5.27%
US EQUITY
MID-CAP BLEND FMDCX FED MID CAP INDEX SS 80% 3 60 0 0.32% 11.22%
LARGE VALUE MDDVX BLKRK EQUITY DIV A 57% 3 60 0 1% 7%
LARGE GROWTH MLRTX MNSTY LG CAP GRTH R2 56% 3 60 0 1.33% 11.19%
LARGE BLEND SRVEX VICTORY DIVERS STK A 51% 3 60 0 0.78% 10.24%
SMALL VALUE ESPAX WFA SPL SM CAP VL A 44% 3 60 0 1.16% 2.27%
LARGE VALUE FEIAX FA EQUITY INCOME A 43% 3 60 0 1.03% 5.17%
Average Expense Ratio: 0.89%
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Related Retirement Plans
MIDWAY FORD TRUCK CENTER, 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*
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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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