MyPlanIQ PROGRESS RAIL SERVICES CORPORATION 401K PLAN

PROGRESS RAIL SERVICES CORPORATION 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Investment Fund: Janus Overseas Fund; Class T Shares
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
Others
Aggressive Allocation MAGWX MFS Series Trust X: MFS Growth Allocation Fund; Class A Shares
Conservative Allocation MACFX MFS Series Trust X: MFS Conservative Allocation Fund; Class A Shares
Moderate Allocation MAMAX MFS Series Trust X: MFS Moderate Allocation Fund; Class A Shares
US EQUITY
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
SMALL VALUE VSCAX AIM Sector Funds (Invesco Sector Funds): Invesco Small Cap Value Fund; Class A Shares
SMALL BLEND RSPFX RS Investment Trust: RS Partners Fund; Class A Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Investment Fund: Janus Overseas Fund; Class T Shares
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
Others
Aggressive Allocation MAGWX MFS Series Trust X: MFS Growth Allocation Fund; Class A Shares
Conservative Allocation MACFX MFS Series Trust X: MFS Conservative Allocation Fund; Class A Shares
Moderate Allocation MAMAX MFS Series Trust X: MFS Moderate Allocation Fund; Class A Shares
US EQUITY
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
SMALL VALUE VSCAX AIM Sector Funds (Invesco Sector Funds): Invesco Small Cap Value Fund; Class A Shares
SMALL BLEND RSPFX RS Investment Trust: RS Partners Fund; Class A Shares
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares
Mid-Cap Growth MGOAX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class A 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 JAOSX Janus Investment Fund: Janus Overseas Fund; Class T Shares 95% 3 60 0 2.06% 1.31%
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares 64% 3 60 0 1.36% 2.31%
Others
Aggressive Allocation MAGWX MFS Series Trust X: MFS Growth Allocation Fund; Class A Shares 68% 3 60 0 0.69% 3.84%
Conservative Allocation MACFX MFS Series Trust X: MFS Conservative Allocation Fund; Class A Shares 64% 3 60 0 0.83% 3.5%
Moderate Allocation MAMAX MFS Series Trust X: MFS Moderate Allocation Fund; Class A Shares 60% 3 60 0 0.65% 4.24%
US EQUITY
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares 83% 3 60 0 1.18% 5.28%
SMALL VALUE VSCAX AIM Sector Funds (Invesco Sector Funds): Invesco Small Cap Value Fund; Class A Shares 62% 3 60 0 0.87% 6.01%
SMALL BLEND RSPFX RS Investment Trust: RS Partners Fund; Class A Shares 40% 3 60 0 1.12% 6.15%
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares 39% 3 60 0 1.31% 3.54%
Mid-Cap Growth MGOAX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class A Shares 39% 3 60 0 1.57% 6.77%
Average Expense Ratio: 1.16%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.