MyPlanIQ SENECA GAMING CORPORATION 401K PLAN

SENECA GAMING CORPORATION 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Moderate Allocation BLPAX American Funds Portfolio Series: American Funds Balanced Portfolio; Class A Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
FIXED INCOME
Intermediate Government OGGAX JPMorgan Trust II: JPMorgan Government Bond Fund; Class A Shares
US EQUITY
SMALL BLEND FSCIX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Institutional Class Shares
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares
MID-CAP VALUE DVMVX Transamerica Partners Funds Group: Transamerica Partners Mid Value
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Moderate Allocation BLPAX American Funds Portfolio Series: American Funds Balanced Portfolio; Class A Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
FIXED INCOME
Intermediate Government OGGAX JPMorgan Trust II: JPMorgan Government Bond Fund; Class A Shares
US EQUITY
SMALL BLEND FSCIX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Institutional Class Shares
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares
MID-CAP VALUE DVMVX Transamerica Partners Funds Group: Transamerica Partners Mid Value
LARGE GROWTH FKCGX Franklin Strategic Series: Franklin Flex Cap Growth Fund; Class A Shares
Total Available Funds: 9
  • 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
WORLD STOCK ANWPX New Perspective Fund; Class A Shares 66% 3 60 0 1.47% 5.44%
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares 97% 3 60 0 0.08% 2.62%
Moderate Allocation BLPAX American Funds Portfolio Series: American Funds Balanced Portfolio; Class A Shares 9% 3 60 0 0.58% 5.41%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 3 60 0 0.08% 2.59%
FIXED INCOME
Intermediate Government OGGAX JPMorgan Trust II: JPMorgan Government Bond Fund; Class A Shares 41% 3 60 0 0.48% 2.29%
US EQUITY
SMALL BLEND FSCIX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Institutional Class Shares 91% 3 60 0 2.15% 4.01%
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares 39% 3 60 0 0.26% 3.46%
MID-CAP VALUE DVMVX Transamerica Partners Funds Group: Transamerica Partners Mid Value 0% 3 60 0 1.25% 3.94%
LARGE GROWTH FKCGX Franklin Strategic Series: Franklin Flex Cap Growth Fund; Class A Shares 0% 3 60 0 0.98% 0%
Average Expense Ratio: 0.81%
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Related Retirement Plans
SENECA GAMING CORPORATION 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*
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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