BLACKBIRD TECHNOLOGIES INC. 401K PLAN

MyPlanIQ 401k Investor BLACKBIRD TECHNOLOGIES INC. 401K PLAN

Investment Options

Brief Info
All Funds
All Fund Parameters

Total Available Funds:

Asset Class

Ticker

Description

Rating

Emerging Market
DIVERSIFIED EMERGING MKTS	EMGAX	Wells Fargo Advantage Emerging Markets Equity Fund - Class A

REAL ESTATE
REAL ESTATE	OREAX	Oppenheimer Real Estate Fund - Class A

INTERNATIONAL EQUITY
Foreign Large Growth	AIIEX	Invesco International Growth Fund - Class A
WORLD STOCK	OPPAX	Oppenheimer Global Fund - Class A
Foreign Large Value	ICEYX	MainStay ICAP International Fund - Class R2

Others
Target Date 2021-2025	VTTVX	AllianceBernstein 2025 Retirement Strategy - Class A
Target Date 2041-2045	VTIVX	AllianceBernstein 2045 Retirement Strategy - Class A
Target Date 2031-2035	VTTHX	AllianceBernstein 2035 Retirement Strategy - Class A

US EQUITY
LARGE BLEND	VADAX	Invesco Equally-Weighted S&P 500 Fund - Class A
LARGE VALUE	EHSTX	Eaton Vance Large-Cap Value Fund - Class A
Small Growth	PGOAX	Prudential Jennison Small Company Fund - Class A

Total Available Funds:

Asset Class

Ticker

Description

Rating

Emerging Market
DIVERSIFIED EMERGING MKTS	EMGAX	Wells Fargo Advantage Emerging Markets Equity Fund - Class A

REAL ESTATE
REAL ESTATE	OREAX	Oppenheimer Real Estate Fund - Class A

INTERNATIONAL EQUITY
Foreign Large Growth	AIIEX	Invesco International Growth Fund - Class A
WORLD STOCK	OPPAX	Oppenheimer Global Fund - Class A
Foreign Large Value	ICEYX	MainStay ICAP International Fund - Class R2

Others
Target Date 2021-2025	VTTVX	AllianceBernstein 2025 Retirement Strategy - Class A
Target Date 2041-2045	VTIVX	AllianceBernstein 2045 Retirement Strategy - Class A
Target Date 2031-2035	VTTHX	AllianceBernstein 2035 Retirement Strategy - Class A
Target Date 2051+	VFFVX	AllianceBernstein 2055 Retirement Strategy - Class A
Target Date 2046-2050	VFIFX	AllianceBernstein 2050 Retirement Strategy - Class A
Target Date 2036-2040	VFORX	AllianceBernstein 2040 Retirement Strategy - Class A
Target Date 2026-2030	VTHRX	AllianceBernstein 2030 Retirement Strategy - Class A
Target Date 2016-2020	VTWNX	AllianceBernstein 2020 Retirement Strategy - Class A
Technology	IFOAX	Invesco Technology Sector Fund - Class A
Moderate Allocation	ACEIX	Invesco Van Kampen Equity and Income Fund - Class A
Target Date 2011-2015	VTXVX	AllianceBernstein 2015 Retirement Strategy - Class A
Target Date 2000-2010	VTENX	AllianceBernstein 2010 Retirement Strategy - Class A
Target Date 2000-2010	VTOVX	AllianceBernstein 2005 Retirement Strategy - Class A

US EQUITY
LARGE BLEND	VADAX	Invesco Equally-Weighted S&P 500 Fund - Class A
LARGE VALUE	EHSTX	Eaton Vance Large-Cap Value Fund - Class A
Small Growth	PGOAX	Prudential Jennison Small Company Fund - Class A
LARGE GROWTH	OPTFX	Oppenheimer Capital Appreciation Fund - Class A
MID-CAP VALUE	FMIVX	Virtus Mid-Cap Value Fund - Class A
LARGE BLEND	PWBAX	Virtus AlphaSector Rotation Fund - Class A
Mid-Cap Growth	VGRAX	Invesco Van Kampen Mid Cap Growth Fund - Class A

FIXED INCOME
High Yield Bond	EVIBX	Eaton Vance Income Fund of Boston - Class A
Short-Term Bond	NARAX	Virtus Multi-Sector Short Term Bond Fund - Class A

Total Available Funds:

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

Expense

Yield

Emerging Market
DIVERSIFIED EMERGING MKTS	EMGAX	Wells Fargo Advantage Emerging Markets Equity Fund - Class A	65%	1	60	0	1.11%	0.74%

REAL ESTATE
REAL ESTATE	OREAX	Oppenheimer Real Estate Fund - Class A	0%	1	60	0	1.34%	1.9%

INTERNATIONAL EQUITY
Foreign Large Growth	AIIEX	Invesco International Growth Fund - Class A	52%	1	60	1.6%	1.6%
WORLD STOCK	OPPAX	Oppenheimer Global Fund - Class A	49%	1	60	1.31%	0%
Foreign Large Value	ICEYX	MainStay ICAP International Fund - Class R2	0%	1	60	1.52%	1.34%

Others
Target Date 2021-2025	VTTVX	AllianceBernstein 2025 Retirement Strategy - Class A	97%	1	60	0.08%	2.62%
Target Date 2041-2045	VTIVX	AllianceBernstein 2045 Retirement Strategy - Class A	97%	1	60	0.08%	2.34%
Target Date 2031-2035	VTTHX	AllianceBernstein 2035 Retirement Strategy - Class A	96%	1	60	0.08%	2.34%
Target Date 2051+	VFFVX	AllianceBernstein 2055 Retirement Strategy - Class A	80%	1	60	0.08%	1.85%
Target Date 2046-2050	VFIFX	AllianceBernstein 2050 Retirement Strategy - Class A	75%	1	60	0.08%	2.02%
Target Date 2036-2040	VFORX	AllianceBernstein 2040 Retirement Strategy - Class A	70%	1	60	0.08%	2.23%
Target Date 2026-2030	VTHRX	AllianceBernstein 2030 Retirement Strategy - Class A	70%	1	60	0.08%	2.21%
Target Date 2016-2020	VTWNX	AllianceBernstein 2020 Retirement Strategy - Class A	66%	1	60	0.08%	4.48%
Technology	IFOAX	Invesco Technology Sector Fund - Class A	61%	1	60	1.28%	0%
Moderate Allocation	ACEIX	Invesco Van Kampen Equity and Income Fund - Class A	49%	1	60	1.04%	1.42%
Target Date 2011-2015	VTXVX	AllianceBernstein 2015 Retirement Strategy - Class A	0%	1	60	0.08%	2.59%
Target Date 2000-2010	VTENX	AllianceBernstein 2010 Retirement Strategy - Class A	0%	1	60	0.17%	0%
Target Date 2000-2010	VTOVX	AllianceBernstein 2005 Retirement Strategy - Class A	0%	1	60	NA	2.78%

US EQUITY
LARGE BLEND	VADAX	Invesco Equally-Weighted S&P 500 Fund - Class A	52%	1	60	0.78%	0%
LARGE VALUE	EHSTX	Eaton Vance Large-Cap Value Fund - Class A	48%	1	60	1.27%	2.98%
Small Growth	PGOAX	Prudential Jennison Small Company Fund - Class A	45%	1	60	0.82%	0.38%
LARGE GROWTH	OPTFX	Oppenheimer Capital Appreciation Fund - Class A	36%	1	60	0.63%	0%
MID-CAP VALUE	FMIVX	Virtus Mid-Cap Value Fund - Class A	0%	1	60	1.47%	3.5%
LARGE BLEND	PWBAX	Virtus AlphaSector Rotation Fund - Class A	0%	1	60	1.11%	0%
Mid-Cap Growth	VGRAX	Invesco Van Kampen Mid Cap Growth Fund - Class A	0%	1	60	1.16%	0%

FIXED INCOME
High Yield Bond	EVIBX	Eaton Vance Income Fund of Boston - Class A	50%	1	60	0	0.66%	5.56%
Short-Term Bond	NARAX	Virtus Multi-Sector Short Term Bond Fund - Class A	48%	1	60	0	0.9%	3.61%

Average Expense Ratio: 0.73%

* 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

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	-0.9%	0.1%	1.1%	3.0%	4.9%	5.1%
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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 29 funds. It covers 5 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, Fixed Income and REITs.

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BLACKBIRD TECHNOLOGIES INC. 401K PLAN

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