MyPlanIQ 401k Investor BOSTON CAPITAL 401K PLAN

BOSTON CAPITAL 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE NBRIX N Berman Real Est
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX Amer Fds Europac
Others
Target Date 2046-2050 LPRFX BLACK RCK LIFEPATH 2050 A
Target Date 2026-2030 LPRDX BLACK RCK LIFEPATH 2030 A
Target Date 2036-2040 LPREX BLACK RCK LIFEPATH 2040 A
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Infl Prot
Intermediate-Term Bond PTTRX PIMCO Totl Rtrn
Multisector Bond LSBRX Loomis Bd Retail
US EQUITY
Mid-Cap Growth PEEAX Prudntial MidCapGr
SMALL VALUE CSMIX Columbia SmCap Val
LARGE VALUE EHSTX Eaton Van LgCap Val
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE NBRIX N Berman Real Est
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX Amer Fds Europac
Others
Target Date 2046-2050 LPRFX BLACK RCK LIFEPATH 2050 A
Target Date 2026-2030 LPRDX BLACK RCK LIFEPATH 2030 A
Target Date 2036-2040 LPREX BLACK RCK LIFEPATH 2040 A
Retirement Income LPRAX BLACK RCK LIFEPATH RETIREMENT A
Moderate Allocation TBLIX TAP Multi-Mgd Bal I
Target Date 2016-2020 LPRCX BLACK RCK LIFEPATH 2020 A
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Infl Prot
Intermediate-Term Bond PTTRX PIMCO Totl Rtrn
Multisector Bond LSBRX Loomis Bd Retail
US EQUITY
Mid-Cap Growth PEEAX Prudntial MidCapGr
SMALL VALUE CSMIX Columbia SmCap Val
LARGE VALUE EHSTX Eaton Van LgCap Val
LARGE GROWTH AGTHX Amer Fds Grwth Fd
MID-CAP VALUE JVMAX J Hancock Displ Mid
LARGE GROWTH ITQAX TAP Stk Indx
Small Growth MASWX BLACK RCK SM CAP GR
Total Available Funds: 18
  • 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 NBRIX N Berman Real Est 58% 1 60 0 0.85% 1.84%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX Amer Fds Europac 58% 1 60 0 0.9% 3.64%
Others
Target Date 2046-2050 LPRFX BLACK RCK LIFEPATH 2050 A 89% 1 60 0 0.34% 0.98%
Target Date 2026-2030 LPRDX BLACK RCK LIFEPATH 2030 A 55% 1 60 0 0.34% 1.55%
Target Date 2036-2040 LPREX BLACK RCK LIFEPATH 2040 A 51% 1 60 0 1.04% 1.29%
Retirement Income LPRAX BLACK RCK LIFEPATH RETIREMENT A 41% 1 60 0 1.04% 1.89%
Moderate Allocation TBLIX TAP Multi-Mgd Bal I 5% 1 60 0 0.96% 3.29%
Target Date 2016-2020 LPRCX BLACK RCK LIFEPATH 2020 A 0% 1 60 0 0.92% 1.73%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Infl Prot 98% 1 60 0 0.07% 4.24%
Intermediate-Term Bond PTTRX PIMCO Totl Rtrn 97% 1 60 0 0.83% 3.98%
Multisector Bond LSBRX Loomis Bd Retail 55% 1 60 0 1.15% 5.79%
US EQUITY
Mid-Cap Growth PEEAX Prudntial MidCapGr 56% 1 60 0 1.08% 4.35%
SMALL VALUE CSMIX Columbia SmCap Val 50% 1 60 0 0.86% 7.79%
LARGE VALUE EHSTX Eaton Van LgCap Val 48% 1 60 0 1.27% 2.98%
LARGE GROWTH AGTHX Amer Fds Grwth Fd 41% 1 60 0 0.3% 0%
MID-CAP VALUE JVMAX J Hancock Displ Mid 10% 1 60 0 1.85% 4.59%
LARGE GROWTH ITQAX TAP Stk Indx 0% 1 60 0 NA 0%
Small Growth MASWX BLACK RCK SM CAP GR 0% 1 60 0 1.24% 9.01%
Average Expense Ratio: 0.88%
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Related Retirement Plans
BOSTON CAPITAL 401(K) PLAN
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 -1.3% 5.6% -1.0% 3.8% 3.9% 7.0%

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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 19 funds. It covers 5 major asset classes and 18 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity, Fixed Income and REITs.


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