MyPlanIQ REPUBLIC AIRWAYS HOLDINGS INC. 401K PLAN

REPUBLIC AIRWAYS HOLDINGS INC. 401K PLAN Investment Model Portfolios

This Plan is unrated.
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REPUBLIC AIRWAYS HOLDINGS INC. 401(K) PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX Thornburg Investment Trust: Thornburg International Value Fund; Class R5 Shares
WORLD STOCK TEDIX Franklin Mutual Series Funds: Mutual Global Discovery Fund; Class A Shares
Foreign Large Growth JDIAX Janus Investment Fund: Janus Overseas Fund; Class A Shares
Others
ROOT FRFXX Money Market Obligations Trust: Federated Capital Reserves Fund
Target Date 2026-2030 PTCMX Principal Funds
Target Date 2016-2020 PTBMX Principal Funds
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
High Yield Bond FHAIX Franklin High Income Trust: Franklin High Income Fund; Class A Shares
Intermediate-Term Bond PCIRX Principal Funds
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX Thornburg Investment Trust: Thornburg International Value Fund; Class R5 Shares
WORLD STOCK TEDIX Franklin Mutual Series Funds: Mutual Global Discovery Fund; Class A Shares
Foreign Large Growth JDIAX Janus Investment Fund: Janus Overseas Fund; Class A Shares
Others
ROOT FRFXX Money Market Obligations Trust: Federated Capital Reserves Fund
Target Date 2026-2030 PTCMX Principal Funds
Target Date 2016-2020 PTBMX Principal Funds
Target Date 2011-2015 LTAPX Principal Funds
Target Date 2021-2025 LTVPX Principal Funds
Target Date 2031-2035 LTAOX Principal Funds
Target Date 2000-2010 PTAMX Principal Funds
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
High Yield Bond FHAIX Franklin High Income Trust: Franklin High Income Fund; Class A Shares
Intermediate-Term Bond PCIRX Principal Funds
US EQUITY
MID-CAP VALUE JMCVX Janus Investment Fund: Perkins Mid Cap Value Fund; Class T Shares
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
SMALL VALUE JSCVX Janus Investment Fund: Perkins Small Cap Value Fund; Class T Shares
MID-CAP BLEND PMBPX Principal Funds
SMALL BLEND FSCDX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Class A Shares
LARGE VALUE TWEAX American Century Capital Portfolios
Total Available Funds: 19
  • 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 TIVRX Thornburg Investment Trust: Thornburg International Value Fund; Class R5 Shares 93% 3 60 0 1.16% 1.73%
WORLD STOCK TEDIX Franklin Mutual Series Funds: Mutual Global Discovery Fund; Class A Shares 57% 3 60 0 1.45% 9.63%
Foreign Large Growth JDIAX Janus Investment Fund: Janus Overseas Fund; Class A Shares 6% 3 60 0 2.06% 1.28%
Others
ROOT FRFXX Money Market Obligations Trust: Federated Capital Reserves Fund 99% 3 60 0 1.02% 0.74%
Target Date 2026-2030 PTCMX Principal Funds 47% 3 60 0 1.14% 5.48%
Target Date 2016-2020 PTBMX Principal Funds 42% 3 60 0 0.79% 6.74%
Target Date 2011-2015 LTAPX Principal Funds 22% 3 60 0 0.91% 6.43%
Target Date 2021-2025 LTVPX Principal Funds 19% 3 60 0 0.81% 5.69%
Target Date 2031-2035 LTAOX Principal Funds 18% 3 60 0 0.62% 1.73%
Target Date 2000-2010 PTAMX Principal Funds 0% 3 60 0 0.72% 6.33%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 4.05%
High Yield Bond FHAIX Franklin High Income Trust: Franklin High Income Fund; Class A Shares 60% 3 60 0 0.88% 5.89%
Intermediate-Term Bond PCIRX Principal Funds 0% 3 60 0 1.13% 17.62%
US EQUITY
MID-CAP VALUE JMCVX Janus Investment Fund: Perkins Mid Cap Value Fund; Class T Shares 98% 3 60 0 0.91% 0.73%
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares 97% 3 60 0 0.14% 1.25%
SMALL VALUE JSCVX Janus Investment Fund: Perkins Small Cap Value Fund; Class T Shares 92% 3 60 0 1.36% 10.56%
MID-CAP BLEND PMBPX Principal Funds 89% 3 60 0 0.94% 3.47%
SMALL BLEND FSCDX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Class A Shares 51% 3 60 0 2.15% 13.16%
LARGE VALUE TWEAX American Century Capital Portfolios 43% 3 60 0 0.59% 1.46%
Average Expense Ratio: 1.03%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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
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