MyPlanIQ 401k Investor AccountNow Inc Retirement 401K Plan

AccountNow Inc Retirement 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSgA International Index Securities Lending Series Fund - Class VIII
Foreign Large Value PAIGX T. Rowe Price Intl Gr & Inc Adv
Foreign Large Growth JVIAX Virtus Foreign Opportunities A
Others
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R
US EQUITY
SMALL BLEND IWM SSgA Russell Small Cap Index Securities Lending Series Fund - Class VIII
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
MID-CAP BLEND IJH SSgA S&P MidCap Index Non-Lending Series Fund - Class J
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA SSgA International Index Securities Lending Series Fund - Class VIII
Foreign Large Value PAIGX T. Rowe Price Intl Gr & Inc Adv
Foreign Large Growth JVIAX Virtus Foreign Opportunities A
Others
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R
Target Date 2046-2050 RRTFX T. Rowe Price Retirement 2050 R
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 R
Moderate Allocation CABNX AllianceBern Balanced Shares A
Retirement Income RRTIX T. Rowe Price Retirement Income R
US EQUITY
SMALL BLEND IWM SSgA Russell Small Cap Index Securities Lending Series Fund - Class VIII
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
MID-CAP BLEND IJH SSgA S&P MidCap Index Non-Lending Series Fund - Class J
LARGE BLEND NYVTX Davis NY Venture A
LARGE BLEND SVSPX SSgA S&P 500 Index Securities Lending Series Fund - Class IX
LARGE VALUE PEYAX Putnam Equity Income A
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A
Small Growth CSGEX BlackRock Small Cap Growth Equity Inv A
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A
MID-CAP VALUE FASEX Nuveen Mid Cap Value A
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
SHORT GOVERNMENT STABLEVALUE Invesco Stable Asset Fund
Total Available Funds: 22
  • 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 EFA SSgA International Index Securities Lending Series Fund - Class VIII 100% 3 60 0 0.33% 2.9%
Foreign Large Value PAIGX T. Rowe Price Intl Gr & Inc Adv 47% 3 60 0 0% 2.63%
Foreign Large Growth JVIAX Virtus Foreign Opportunities A 0% 3 60 0 2.05% 0.04%
Others
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R 67% 3 60 0 0.99% 10.25%
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R 65% 3 60 0 0.6% 7.3%
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R 63% 3 60 0 1.08% 10.31%
Target Date 2046-2050 RRTFX T. Rowe Price Retirement 2050 R 60% 3 60 0 0.63% 6.35%
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 R 60% 3 60 0 0.78% 11.68%
Moderate Allocation CABNX AllianceBern Balanced Shares A 53% 3 60 0 1.05% 1.41%
Retirement Income RRTIX T. Rowe Price Retirement Income R 43% 3 60 0 0.49% 9.14%
US EQUITY
SMALL BLEND IWM SSgA Russell Small Cap Index Securities Lending Series Fund - Class VIII 99% 3 60 0 0.19% 1.33%
LARGE GROWTH ALARX Alger Capital Appreciation Instl I 95% 3 60 0 1.68% 0%
MID-CAP BLEND IJH SSgA S&P MidCap Index Non-Lending Series Fund - Class J 94% 3 60 0 0.05% 1.4%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 8.07%
LARGE BLEND SVSPX SSgA S&P 500 Index Securities Lending Series Fund - Class IX 75% 3 60 0 0.16% 8.53%
LARGE VALUE PEYAX Putnam Equity Income A 59% 3 60 0 1.14% 5.27%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A 56% 3 60 0 0.89% 16.12%
Small Growth CSGEX BlackRock Small Cap Growth Equity Inv A 53% 3 60 0 1% 0.18%
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A 39% 3 60 0 1.57% 6.45%
MID-CAP VALUE FASEX Nuveen Mid Cap Value A 36% 3 60 0 0.79% 3.34%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.84%
SHORT GOVERNMENT STABLEVALUE Invesco Stable Asset Fund 16% 1 60 0 NA 27.03%
Average Expense Ratio: 0.86%
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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 7.1% 28.8% 10.4% 19.6% 10.5% 11.2%

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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 22 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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