MyPlanIQ 401k Investor SIX FLAGS 401K PLAN

SIX FLAGS 401K PLAN Investment Model Portfolios

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SIX FLAGS 401(K) PLAN
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HIINX Harbor International Inv
Others
Moderate Allocation JABAX Janus Balanced T
Target Date 2046-2050 VFIFX Schwab Managed Retirement 2050
Target Date 2051+ VTTSX Schwab Managed Retirement Income
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
US EQUITY
Mid-Cap Growth SDSCX Dreyfus/The Boston Co Sm/Md Cp Gr I
SMALL BLEND RYTRX Royce Total Return Invmt
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HIINX Harbor International Inv
Others
Moderate Allocation JABAX Janus Balanced T
Target Date 2046-2050 VFIFX Schwab Managed Retirement 2050
Target Date 2051+ VTTSX Schwab Managed Retirement Income
Target Date 2026-2030 VTHRX Schwab Managed Retirement 2030
Target Date 2036-2040 VFORX Schwab Managed Retirement 2040
Target Date 2016-2020 VTWNX Schwab Managed Retirement 2020
ROOT CASH Schwab Value Advantage Money Inv
Target Date 2000-2010 VTENX Schwab Managed Retirement 2010
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
US EQUITY
Mid-Cap Growth SDSCX Dreyfus/The Boston Co Sm/Md Cp Gr I
SMALL BLEND RYTRX Royce Total Return Invmt
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A
LARGE BLEND VIFSX Vanguard 500 Index Signal
Total Available Funds: 15
  • 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 HIINX Harbor International Inv 60% 1 60 0 0.69% 3.2%
Others
Moderate Allocation JABAX Janus Balanced T 90% 1 60 0 0.7% 1.43%
Target Date 2046-2050 VFIFX Schwab Managed Retirement 2050 75% 1 60 0 0.08% 2.23%
Target Date 2051+ VTTSX Schwab Managed Retirement Income 72% 1 60 0 0.08% 2.21%
Target Date 2026-2030 VTHRX Schwab Managed Retirement 2030 70% 1 60 0 0.08% 3.58%
Target Date 2036-2040 VFORX Schwab Managed Retirement 2040 69% 1 60 0 0.08% 2.64%
Target Date 2016-2020 VTWNX Schwab Managed Retirement 2020 66% 1 60 0 0.08% 8.72%
ROOT CASH Schwab Value Advantage Money Inv 0% 1 60 0 NA 2.6%
Target Date 2000-2010 VTENX Schwab Managed Retirement 2010 0% 1 60 0 0.17% 7.48%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 1 60 0 0.83% 4.62%
US EQUITY
Mid-Cap Growth SDSCX Dreyfus/The Boston Co Sm/Md Cp Gr I 93% 1 60 0 0.76% 0.24%
SMALL BLEND RYTRX Royce Total Return Invmt 92% 1 60 0 1.95% 2.83%
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor 91% 1 60 0 1.05% 4.14%
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A 47% 1 60 0 1.27% 4.21%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 1 60 0 0.05% 2.09%
Average Expense Ratio: 0.56%
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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 0.6% 3.0% 2.3% 5.2% 4.9% 5.5%

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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 for Portfolio Details or Follow 0.6% 3.3% 0.1% 3.8% 4.5% 5.8%

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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 for Portfolio Details or Follow -0.1% 3.4% 0.3% 3.5% 2.6% 2.7%

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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(Ticker:SIX)
The plan consists of 16 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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