MyPlanIQ 401k Investor OCEAN STATE VETERINARY SPECIALISTS 401K PROFIT SHARING PLAN

OCEAN STATE VETERINARY SPECIALISTS 401K PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fnd A
INTERNATIONAL EQUITY
Foreign Large Value IFTIX VY Templeton Foreign Eqty Port Srv
Foreign Large Blend RERCX American Funds EuroPacific R3
WORLD STOCK RGPCX American Funds Growth Fnd R3
Others
Target Date 2041-2045 ISRSX Voya Solution 2045 Portfolio Srv
Target Date 2031-2035 ISQSX Voya Solution 2035 Portfolio Srv
Retirement Income ISWSX Voya Solution Income Prt Srv
FIXED INCOME
High Yield Bond IHYIX Voya High Yield Portfolio Srv
Multisector Bond STIRX Pioneer Strategic Income Fund R
Intermediate-Term Bond PTTAX PIMCO Total Return Fund A
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fnd A
INTERNATIONAL EQUITY
Foreign Large Value IFTIX VY Templeton Foreign Eqty Port Srv
Foreign Large Blend RERCX American Funds EuroPacific R3
WORLD STOCK RGPCX American Funds Growth Fnd R3
Others
Target Date 2041-2045 ISRSX Voya Solution 2045 Portfolio Srv
Target Date 2031-2035 ISQSX Voya Solution 2035 Portfolio Srv
Retirement Income ISWSX Voya Solution Income Prt Srv
Target Date 2021-2025 ISZSX Voya Solution 2025 Portfolio Srv
Conservative Allocation RNCCX American Funds Income Fnd R3
Target Date 2011-2015 ISOSX Voya Solution 2015 Portfolio Srv
Aggressive Allocation PAXRX Pax World Balanced Fund R
FIXED INCOME
High Yield Bond IHYIX Voya High Yield Portfolio Srv
Multisector Bond STIRX Pioneer Strategic Income Fund R
Intermediate-Term Bond PTTAX PIMCO Total Return Fund A
Inflation-Protected Bond PRTNX PIMCO Real Return Fund A
Short-Term Bond PLDRX PIMCO Low Duration Fund R
Intermediate-Term Bond IPISX Voya Intermediate Bond Port S
Multisector Bond LBNRX Lord Abbett Bond Debenture Fund R3
US EQUITY
SMALL BLEND IASCX Voya Small Company Portfolio S
SMALL VALUE FVADX Franklin Small Cap Value VIP Fd 2
LARGE VALUE IVKSX VY Invesco Comstock Port Srv
LARGE GROWTH IEOTX Voya Large Cap Growth Port Srv
SMALL BLEND IIRSX Voya Russell Sm Cp Index Port S
Mid-Cap Growth NBGAX Neuberger Berman Genesis Fund Adv
LARGE VALUE IVGAX VY Invesco Grw & Inc Port Srv
LARGE BLEND ISVGX Voya Growth and Income Port S
LARGE GROWTH PABGX TRowePrc Blue Chip Growth Fund Adv
SMALL BLEND IJSAX VY JPMorgan Sm Cp Core Eq Prt Srv
MID-CAP VALUE CMUAX Columbia Mid Cap Value Fund A
LARGE VALUE PQIRX Pioneer Equity Income Fund R
MID-CAP BLEND IRMCX Voya Russell Mid Cap Index Port S
Small Growth WUSAX Wanger USA
LARGE BLEND IRLCX Voya Russell Lrg Cap Index Port S
LARGE BLEND VPCSX VY Fidelity VIP Contrafund Port Srv
MID-CAP BLEND ATDRX Invesco Endeavor Fund R
Mid-Cap Growth WATWX Wanger Select
Total Available Funds: 36
  • 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 ODMAX Oppenheimer Developing Markets Fnd A 65% 3 60 0 0.84% 0.54%
INTERNATIONAL EQUITY
Foreign Large Value IFTIX VY Templeton Foreign Eqty Port Srv 84% 3 60 0 0.97% 4.41%
Foreign Large Blend RERCX American Funds EuroPacific R3 56% 3 60 0 0.9% 3.46%
WORLD STOCK RGPCX American Funds Growth Fnd R3 8% 3 60 0 1.03% 7.69%
Others
Target Date 2041-2045 ISRSX Voya Solution 2045 Portfolio Srv 92% 3 60 0 1% 8.25%
Target Date 2031-2035 ISQSX Voya Solution 2035 Portfolio Srv 90% 3 60 0 1.13% 3.17%
Retirement Income ISWSX Voya Solution Income Prt Srv 89% 3 60 0 1.08% 3.94%
Target Date 2021-2025 ISZSX Voya Solution 2025 Portfolio Srv 89% 3 60 0 0.72% 4.38%
Conservative Allocation RNCCX American Funds Income Fnd R3 12% 3 60 0 1.39% 4.76%
Target Date 2011-2015 ISOSX Voya Solution 2015 Portfolio Srv 0% 3 60 0 0.38% 0%
Aggressive Allocation PAXRX Pax World Balanced Fund R 0% 3 60 0 1.2% 0%
FIXED INCOME
High Yield Bond IHYIX Voya High Yield Portfolio Srv 70% 3 60 0 0.79% 5.65%
Multisector Bond STIRX Pioneer Strategic Income Fund R 66% 3 60 0 0.59% 3.14%
Intermediate-Term Bond PTTAX PIMCO Total Return Fund A 65% 3 60 0 0.8% 4.84%
Inflation-Protected Bond PRTNX PIMCO Real Return Fund A 59% 3 60 0 1.37% 4.04%
Short-Term Bond PLDRX PIMCO Low Duration Fund R 53% 3 60 0 1.05% 3.48%
Intermediate-Term Bond IPISX Voya Intermediate Bond Port S 40% 3 60 0 0.95% 3.58%
Multisector Bond LBNRX Lord Abbett Bond Debenture Fund R3 12% 3 60 0 0.58% 3.59%
US EQUITY
SMALL BLEND IASCX Voya Small Company Portfolio S 98% 3 60 0 1.11% 0.05%
SMALL VALUE FVADX Franklin Small Cap Value VIP Fd 2 87% 3 60 0 1.73% 0.55%
LARGE VALUE IVKSX VY Invesco Comstock Port Srv 75% 3 60 0 0.95% 15.63%
LARGE GROWTH IEOTX Voya Large Cap Growth Port Srv 61% 3 60 0 1.27% 0%
SMALL BLEND IIRSX Voya Russell Sm Cp Index Port S 58% 3 60 0 0.85% 5.83%
Mid-Cap Growth NBGAX Neuberger Berman Genesis Fund Adv 55% 3 60 0 0.84% 0%
LARGE VALUE IVGAX VY Invesco Grw & Inc Port Srv 54% 3 60 0 0.61% 8.57%
LARGE BLEND ISVGX Voya Growth and Income Port S 44% 3 60 0 1.07% 11.43%
LARGE GROWTH PABGX TRowePrc Blue Chip Growth Fund Adv 42% 3 60 0 1.23% 3.65%
SMALL BLEND IJSAX VY JPMorgan Sm Cp Core Eq Prt Srv 41% 3 60 0 0.87% 7.48%
MID-CAP VALUE CMUAX Columbia Mid Cap Value Fund A 41% 3 60 0 1.13% 1.24%
LARGE VALUE PQIRX Pioneer Equity Income Fund R 29% 3 60 0 0.78% 17.46%
MID-CAP BLEND IRMCX Voya Russell Mid Cap Index Port S 26% 3 60 0 0.8% 11.91%
Small Growth WUSAX Wanger USA 25% 3 60 0 0.94% 0%
LARGE BLEND IRLCX Voya Russell Lrg Cap Index Port S 21% 3 60 0 0.61% 0.91%
LARGE BLEND VPCSX VY Fidelity VIP Contrafund Port Srv 0% 3 60 0 1.2% 0%
MID-CAP BLEND ATDRX Invesco Endeavor Fund R 0% 3 60 0 1.65% 0%
Mid-Cap Growth WATWX Wanger Select 0% 3 60 0 0.92% 0%
Average Expense Ratio: 0.98%
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Related Retirement Plans
OCEAN STATE VETERINARY SPECIALISTS 401(K) PROFIT SHARING PLAN
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 2.0% 7.9% 0.5% 4.2% 4.7% 7.1%

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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 40 funds. It covers 4 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.


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