MyPlanIQ LABOR UNIONS 401KPLAN

LABOR UNIONS 401KPLAN

This Plan is unrated.
Investment Options
Total Available Funds: 8
Asset Class Ticker Description Rating
Others
Moderate Allocation VWELX Vanguard/Wellington Fund
FIXED INCOME
Intermediate-Term Bond OPIGX Oppenheimer Integrity Funds: Oppenheimer Core Bond Fund; Class A Shares
US EQUITY
LARGE VALUE TWEIX American Century Capital Portfolios
LARGE VALUE LSVEX Advisors' Inner Circle Fund: LSV Value Equity Fund
Mid-Cap Growth ARTMX Artisan Partners Funds
Total Available Funds: 8
Asset Class Ticker Description Rating
Others
Moderate Allocation VWELX Vanguard/Wellington Fund
FIXED INCOME
Intermediate-Term Bond OPIGX Oppenheimer Integrity Funds: Oppenheimer Core Bond Fund; Class A Shares
US EQUITY
LARGE VALUE TWEIX American Century Capital Portfolios
LARGE VALUE LSVEX Advisors' Inner Circle Fund: LSV Value Equity Fund
Mid-Cap Growth ARTMX Artisan Partners Funds
LARGE GROWTH EQPGX Fidelity Advisor Series I: Fidelity Advisor Equity Growth Fund; Institutional Class Shares
LARGE VALUE LAFFX Lord Abbett Affiliated Fund
MID-CAP BLEND SOPVX Wells Fargo Funds Trust: Wells Fargo Advantage Opportunity Fund; Class A Shares
Total Available Funds: 8
  • 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
Others
Moderate Allocation VWELX Vanguard/Wellington Fund 90% 3 60 0 0.17% 12.31%
FIXED INCOME
Intermediate-Term Bond OPIGX Oppenheimer Integrity Funds: Oppenheimer Core Bond Fund; Class A Shares 33% 3 60 0 0.46% 4.31%
US EQUITY
LARGE VALUE TWEIX American Century Capital Portfolios 100% 3 60 0 1.18% 2.37%
LARGE VALUE LSVEX Advisors' Inner Circle Fund: LSV Value Equity Fund 93% 3 60 0 0.66% 13.03%
Mid-Cap Growth ARTMX Artisan Partners Funds 88% 3 60 0 0.96% 0%
LARGE GROWTH EQPGX Fidelity Advisor Series I: Fidelity Advisor Equity Growth Fund; Institutional Class Shares 82% 3 60 0 0.72% 1.46%
LARGE VALUE LAFFX Lord Abbett Affiliated Fund 42% 3 60 0 1.47% 1.68%
MID-CAP BLEND SOPVX Wells Fargo Funds Trust: Wells Fargo Advantage Opportunity Fund; Class A Shares 38% 3 60 0 0.72% 4.03%
Average Expense Ratio: 0.79%
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Related Retirement Plans
LABOR UNIONS 401K 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*
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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