MyPlanIQ 401k Investor PINNACLE AIRLINES INC. SAVINGS PLAN

PINNACLE AIRLINES INC. SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRIX VIRTUS REAL ESTATE I
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX COL/ACORN INTL Z
WORLD STOCK RWIEX AMER CAP WRLD G&I R4
Foreign Large Blend REREX AF EUROPAC GRTH R4
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2011-2015 FFVFX FID FREEDOM 2015
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
Inflation-Protected Bond PARRX PIMCO REAL RTN BD AD
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRIX VIRTUS REAL ESTATE I
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX COL/ACORN INTL Z
WORLD STOCK RWIEX AMER CAP WRLD G&I R4
Foreign Large Blend REREX AF EUROPAC GRTH R4
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Target Date 2046-2050 FFFHX FID FREEDOM 2050
Target Date 2000-2010 FFFCX FID FREEDOM 2010
Moderate Allocation OAKBX OAKMARK EQ & INC I
Target Date 2041-2045 FFFGX FID FREEDOM 2045
Target Date 2000-2010 FFFVX FID FREEDOM 2005
Target Date 2051+ FDEEX FID FREEDOM 2055
Money Market-Taxable FRTXX FID RETIRE MMKT
Target Date 2000-2010 FFFBX FID FREEDOM 2000
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
Inflation-Protected Bond PARRX PIMCO REAL RTN BD AD
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
US EQUITY
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL
LARGE VALUE DDFIX INVS DIVRS DIVD INST
SMALL BLEND PRSVX TRP SMALL-CAP VALUE
Small Growth HSCYX HARTFORD SMALL CO Y
Mid-Cap Growth MGOYX MUNDER MDCPCORE GR Y
SMALL VALUE PVADX ALLNZ NFJ SMCPVAL AD
LARGE VALUE EHSTX EATON LG CAP VALUE A
LARGE GROWTH HRCAX HARBOR CAP APPREC A
LARGE GROWTH RGAEX AF GRTH FUND AMER R4
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FUSVX SPTN 500 INDEX ADV
Total Available Funds: 34
  • 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 PHRIX VIRTUS REAL ESTATE I 58% 1 60 0 2.05% 10.83%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX COL/ACORN INTL Z 99% 1 60 0 1.48% 0%
WORLD STOCK RWIEX AMER CAP WRLD G&I R4 64% 1 60 0 0.53% 3.48%
Foreign Large Blend REREX AF EUROPAC GRTH R4 56% 1 60 0 0.9% 3.74%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 1 60 0 0.07% 2.62%
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020 98% 1 60 0 0.58% 3.41%
Retirement Income FFFAX FID FREEDOM INCOME 98% 1 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX FID FREEDOM 2015 98% 1 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX FID FREEDOM 2030 96% 1 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX FID FREEDOM 2040 95% 1 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX FID FREEDOM 2025 95% 1 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX FID FREEDOM 2035 95% 1 60 0 0.7% 1.55%
Target Date 2046-2050 FFFHX FID FREEDOM 2050 94% 1 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX FID FREEDOM 2010 92% 1 60 0 0.49% 3.21%
Moderate Allocation OAKBX OAKMARK EQ & INC I 91% 1 60 0 0.83% 2.3%
Target Date 2041-2045 FFFGX FID FREEDOM 2045 91% 1 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX FID FREEDOM 2005 87% 1 60 0 0.42% 2.92%
Target Date 2051+ FDEEX FID FREEDOM 2055 74% 1 60 0 0.65% 2.66%
Money Market-Taxable FRTXX FID RETIRE MMKT 0% 1 60 0 NA NA
Target Date 2000-2010 FFFBX FID FREEDOM 2000 0% 1 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM 66% 1 60 0 0.8% 4.94%
Inflation-Protected Bond PARRX PIMCO REAL RTN BD AD 61% 1 60 0 1.37% 4.19%
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV 0% 1 60 0 0.11% 0%
US EQUITY
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL 91% 1 60 0 1.05% 17.63%
LARGE VALUE DDFIX INVS DIVRS DIVD INST 87% 1 60 0 0.82% 1.98%
SMALL BLEND PRSVX TRP SMALL-CAP VALUE 85% 1 60 0 1.17% 3.33%
Small Growth HSCYX HARTFORD SMALL CO Y 83% 1 60 0 1.61% 0%
Mid-Cap Growth MGOYX MUNDER MDCPCORE GR Y 82% 1 60 0 1.57% 4.61%
SMALL VALUE PVADX ALLNZ NFJ SMCPVAL AD 57% 1 60 0 0.89% 15.52%
LARGE VALUE EHSTX EATON LG CAP VALUE A 48% 1 60 0 1.27% 2.98%
LARGE GROWTH HRCAX HARBOR CAP APPREC A 46% 1 60 0 0.67% 0%
LARGE GROWTH RGAEX AF GRTH FUND AMER R4 39% 1 60 0 0.3% 0%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 1.17%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 1 60 0 0.04% 1.84%
Average Expense Ratio: 0.76%
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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 0.5% 8.9% 3.0% 6.3% 4.7% 7.5%

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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 34 funds. It covers 4 major asset classes and 28 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and REITs.


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