MyPlanIQ NCO GROUP 401K RETIREMENT PLAN

NCO GROUP 401K RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
MID-CAP VALUE JMCVX Janus Investment Fund: Perkins Mid Cap Value Fund; Class T Shares
LARGE GROWTH JDCAX Janus Investment Fund: Janus Forty Fund; Class A Shares
LARGE GROWTH MLAAX MainStay Funds: MainStay Large Cap Growth Fund; Class A Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
MID-CAP VALUE JMCVX Janus Investment Fund: Perkins Mid Cap Value Fund; Class T Shares
LARGE GROWTH JDCAX Janus Investment Fund: Janus Forty Fund; Class A Shares
LARGE GROWTH MLAAX MainStay Funds: MainStay Large Cap Growth Fund; Class A Shares
Mid-Cap Growth PEEAX Prudential Jennison Mid-Cap Growth Fund
LARGE VALUE ACGIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Growth & Income Fund; Class A Shares
LARGE BLEND EVTMX Eaton Vance Special Investment Trust: Eaton Vance Dividend Builder Fund; Class A Shares
SMALL BLEND FSCTX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Class T Shares
SMALL VALUE GSSMX Goldman Sachs Trust: Goldman Sachs Small Cap Value Fund; Class A Shares
Total Available Funds: 10
  • 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 Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares 64% 3 60 0 1.36% 0.41%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
US EQUITY
MID-CAP VALUE JMCVX Janus Investment Fund: Perkins Mid Cap Value Fund; Class T Shares 98% 3 60 0 0.91% 1%
LARGE GROWTH JDCAX Janus Investment Fund: Janus Forty Fund; Class A Shares 63% 3 60 0 1.64% 8.73%
LARGE GROWTH MLAAX MainStay Funds: MainStay Large Cap Growth Fund; Class A Shares 56% 3 60 0 1.33% 0%
Mid-Cap Growth PEEAX Prudential Jennison Mid-Cap Growth Fund 55% 3 60 0 1.08% 4.35%
LARGE VALUE ACGIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Growth & Income Fund; Class A Shares 55% 3 60 0 0.53% 1.34%
LARGE BLEND EVTMX Eaton Vance Special Investment Trust: Eaton Vance Dividend Builder Fund; Class A Shares 52% 3 60 0 0.75% 3.28%
SMALL BLEND FSCTX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Class T Shares 50% 3 60 0 2.15% 5.27%
SMALL VALUE GSSMX Goldman Sachs Trust: Goldman Sachs Small Cap Value Fund; Class A Shares 39% 3 60 0 1.23% 3.76%
Average Expense Ratio: 1.18%
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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*
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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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