MyPlanIQ 401k Investor WONDERBOX TECHNOLOGIES 401K PLAN

WONDERBOX TECHNOLOGIES 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 44
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FARCX Nuveen Real Estate Securities Ret Opt
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Ret Opt
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International Ret Opt
WORLD STOCK SMCWX American Funds SMALLCAP World Ret Opt
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Ret Opt
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Ret Opt
Retirement Income VTINX Vanguard Target Retirement Income Ret Opt
US EQUITY
SMALL VALUE VISVX SSgA Russell Small Cap Value Index Ret Opt
Small Growth VISGX Vanguard Small-Cap Growth Index Ret Opt
LARGE BLEND VTSMX Vanguard Total Stock Market Index Ret Opt
Total Available Funds: 44
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FARCX Nuveen Real Estate Securities Ret Opt
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Ret Opt
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International Ret Opt
WORLD STOCK SMCWX American Funds SMALLCAP World Ret Opt
Foreign Large Blend AEPGX American Funds EuroPacific Growth Ret Opt
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Ret Opt
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Ret Opt
Retirement Income VTINX Vanguard Target Retirement Income Ret Opt
Utilities FKUTX Franklin Utilities Ret Opt
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Ret Opt
World Allocation MALOX BlackRock Global Allocation Ret Opt
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Ret Opt
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Ret Opt
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Ret Opt
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Ret Opt
ROOT ODVIX Oppenheimer Developing Markets Ret Opt
EQUITY PRECIOUS METALS EKWYX Wells Fargo Advantage Precious Metals Ret Opt
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Ret Opt
Health SHSSX BlackRock Health Sciences Ops Ret Opt
Technology ISTIX Ivy Science & Technology Ret Opt
Natural Resources PGNAX Prudential Jennison Natural Resources Ret Opt
Moderate Allocation BLPAX American Funds Balanced Ret Opt
Financial TFSIX Mutual Financial Services Ret Opt
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Ret Opt
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Ret Opt
US EQUITY
SMALL VALUE VISVX SSgA Russell Small Cap Value Index Ret Opt
Small Growth VISGX Vanguard Small-Cap Growth Index Ret Opt
LARGE BLEND VTSMX Vanguard Total Stock Market Index Ret Opt
LARGE GROWTH FINSX Fidelity Advisor New Insights Ret Opt
LARGE BLEND TVIFX Thornburg Value Ret Opt
MID-CAP BLEND FLVIX Fidelity Advisor Leveraged Company Stock Ret Opt
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Ret Opt
LARGE GROWTH CEYIX Calvert Equity Portfolio Ret Opt
LARGE GROWTH THIGX Thornburg Core Growth Ret Opt
LARGE BLEND ANCFX American Funds Fundamental Investors Ret Opt
LARGE VALUE CVFCX Pioneer Fundamental Value Ret Opt
LARGE GROWTH AGTHX American Funds Growth Fund of America Ret Opt
Mid-Cap Growth NBGNX Neuberger Berman Genesis Ret Opt
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Ret Opt
Intermediate Government CPTNX American Century Government Bond Ret Opt
Inflation-Protected Bond PRRIX PIMCO Real Return Ret Opt
WORLD BOND TPINX Templeton Global Bond Ret Opt
Short-Term Bond OGLVX JPMorgan Short Duration Bond Ret Opt
High Yield Bond OHYAX JPMorgan High Yield Ret Opt
Total Available Funds: 44
  • 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
REAL ESTATE
REAL ESTATE FARCX Nuveen Real Estate Securities Ret Opt 88% 1 60 0 1.22% 3.2%
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Ret Opt 94% 1 60 0 1.36% 0.4%
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International Ret Opt 66% 1 60 0 1.23% 0%
WORLD STOCK SMCWX American Funds SMALLCAP World Ret Opt 63% 1 60 0 0.66% 0%
Foreign Large Blend AEPGX American Funds EuroPacific Growth Ret Opt 57% 1 60 0 0.9% 3.64%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Ret Opt 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Ret Opt 97% 1 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Ret Opt 97% 1 60 0 0.08% 2.93%
Utilities FKUTX Franklin Utilities Ret Opt 97% 1 60 0 1.06% 2.58%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Ret Opt 96% 1 60 0 0.08% 2.34%
World Allocation MALOX BlackRock Global Allocation Ret Opt 90% 1 60 0 0.84% 0.44%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Ret Opt 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Ret Opt 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Ret Opt 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Ret Opt 70% 1 60 0 0.08% 2.21%
ROOT ODVIX Oppenheimer Developing Markets Ret Opt 69% 1 60 0 0.84% 0.97%
EQUITY PRECIOUS METALS EKWYX Wells Fargo Advantage Precious Metals Ret Opt 66% 1 60 0 1.09% 0%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Ret Opt 66% 1 60 0 0.08% 4.48%
Health SHSSX BlackRock Health Sciences Ops Ret Opt 66% 1 60 0 1.45% 3.89%
Technology ISTIX Ivy Science & Technology Ret Opt 51% 1 60 0 0.96% 8.95%
Natural Resources PGNAX Prudential Jennison Natural Resources Ret Opt 49% 1 60 0 0.9% 1.95%
Moderate Allocation BLPAX American Funds Balanced Ret Opt 9% 1 60 0 0.58% 5.41%
Financial TFSIX Mutual Financial Services Ret Opt 6% 1 60 0 2.07% 2.05%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Ret Opt 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Ret Opt 0% 1 60 0 0.17% 0%
US EQUITY
SMALL VALUE VISVX SSgA Russell Small Cap Value Index Ret Opt 100% 1 60 0 0.06% 1.97%
Small Growth VISGX Vanguard Small-Cap Growth Index Ret Opt 100% 1 60 0 0.07% 0.54%
LARGE BLEND VTSMX Vanguard Total Stock Market Index Ret Opt 94% 1 60 0 0.03% 1.26%
LARGE GROWTH FINSX Fidelity Advisor New Insights Ret Opt 88% 1 60 0 0.7% 0.39%
LARGE BLEND TVIFX Thornburg Value Ret Opt 86% 1 60 0 1.21% 0%
MID-CAP BLEND FLVIX Fidelity Advisor Leveraged Company Stock Ret Opt 85% 1 60 0 0.66% 1.77%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Ret Opt 82% 1 60 0 1.18% 0.85%
LARGE GROWTH CEYIX Calvert Equity Portfolio Ret Opt 79% 1 60 0 0.59% 1.69%
LARGE GROWTH THIGX Thornburg Core Growth Ret Opt 74% 1 60 0 1.36% 0%
LARGE BLEND ANCFX American Funds Fundamental Investors Ret Opt 53% 1 60 0 0.28% 1.65%
LARGE VALUE CVFCX Pioneer Fundamental Value Ret Opt 46% 1 60 0 0.45% 2.71%
LARGE GROWTH AGTHX American Funds Growth Fund of America Ret Opt 41% 1 60 0 0.3% 0%
Mid-Cap Growth NBGNX Neuberger Berman Genesis Ret Opt 24% 1 60 0 0.84% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Ret Opt 97% 1 60 0 0.83% 3.98%
Intermediate Government CPTNX American Century Government Bond Ret Opt 94% 1 60 0 0.36% 3.7%
Inflation-Protected Bond PRRIX PIMCO Real Return Ret Opt 80% 1 60 0 1.37% 4.44%
WORLD BOND TPINX Templeton Global Bond Ret Opt 73% 1 60 0 0.96% 3.86%
Short-Term Bond OGLVX JPMorgan Short Duration Bond Ret Opt 65% 1 60 0 0.28% 2.59%
High Yield Bond OHYAX JPMorgan High Yield Ret Opt 62% 1 60 0 0.75% 6.22%
Average Expense Ratio: 0.65%
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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 3.0% 7.2% -2.9% 2.3% 3.4% 5.7%

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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
The plan consists of 48 funds. It covers 4 major asset classes and 40 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and REITs.


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