MyPlanIQ VOLT TECHNICAL SERVICES SAVINGS PLAN

VOLT TECHNICAL SERVICES SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth THVRX Thornburg Investment Trust: Thornburg International Value Fund; Class R4 Shares
FIXED INCOME
Intermediate-Term Bond DBMIX Dreyfus/Laurel Funds
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
Mid-Cap Growth ALMRX Alger Institutional Funds: Alger Mid Cap Growth Institutional Fund; Class I Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth THVRX Thornburg Investment Trust: Thornburg International Value Fund; Class R4 Shares
FIXED INCOME
Intermediate-Term Bond DBMIX Dreyfus/Laurel Funds
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
Mid-Cap Growth ALMRX Alger Institutional Funds: Alger Mid Cap Growth Institutional Fund; Class I Shares
LARGE BLEND NYVTX Davis New York Venture Fund
SMALL VALUE NOSGX Northern Funds: Small Cap Value Fund
LARGE GROWTH TRSAX T Rowe Price Growth Stock Fund
Mid-Cap Growth MACGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class P Shares
LARGE BLEND GIDIX GE Institutional Funds: S&P 500 Index Fund; Investment Class 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 THVRX Thornburg Investment Trust: Thornburg International Value Fund; Class R4 Shares 75% 3 60 0 1.36% 0.42%
FIXED INCOME
Intermediate-Term Bond DBMIX Dreyfus/Laurel Funds 24% 3 60 0 0.4% 3.01%
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares 69% 3 60 0 1.18% 0.54%
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares 66% 3 60 0 0.94% 1.57%
Mid-Cap Growth ALMRX Alger Institutional Funds: Alger Mid Cap Growth Institutional Fund; Class I Shares 51% 3 60 0 1.91% 0%
LARGE BLEND NYVTX Davis New York Venture Fund 25% 3 60 0 1.75% 8.07%
SMALL VALUE NOSGX Northern Funds: Small Cap Value Fund 22% 3 60 0 1% 1.46%
LARGE GROWTH TRSAX T Rowe Price Growth Stock Fund 18% 3 60 0 0.93% 3.49%
Mid-Cap Growth MACGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class P Shares 5% 3 60 0 1.03% 0%
LARGE BLEND GIDIX GE Institutional Funds: S&P 500 Index Fund; Investment Class Shares 0% 3 60 0 0.16% 0%
Average Expense Ratio: 1.07%
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Related Retirement Plans
VOLT TECHNICAL SERVICES SAVINGS 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*
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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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