MyPlanIQ PRIMORIS SERVICES CORPORATION 401K AND PROFIT SH

PRIMORIS SERVICES CORPORATION 401K AND PROFIT SH

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS SFENX Schwab Fundamental Emerg Mkts Idx
INTERNATIONAL EQUITY
Foreign Small/Mid Blend OAKEX Oakmark International Small Cap I
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
WORLD STOCK MGFAX MassMutual Premier Funds: MassMutual Premier Global Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond MIXIX MainStay Indexed Bond I
Intermediate-Term Bond PTTDX PIMCO Total Return D
Intermediate-Term Bond MSPGX MassMutual Select Funds: MassMutual Select Pimco Total Return Fund; Class A Shares
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
SMALL VALUE JSCVX Perkins Small Cap Value T
Small Growth PRNHX T. Rowe Price New Horizons
Total Available Funds: 16
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS SFENX Schwab Fundamental Emerg Mkts Idx
INTERNATIONAL EQUITY
Foreign Small/Mid Blend OAKEX Oakmark International Small Cap I
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
WORLD STOCK MGFAX MassMutual Premier Funds: MassMutual Premier Global Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond MIXIX MainStay Indexed Bond I
Intermediate-Term Bond PTTDX PIMCO Total Return D
Intermediate-Term Bond MSPGX MassMutual Select Funds: MassMutual Select Pimco Total Return Fund; Class A Shares
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
SMALL VALUE JSCVX Perkins Small Cap Value T
Small Growth PRNHX T. Rowe Price New Horizons
LARGE VALUE MFUAX MassMutual Select Funds: MassMutual Select Fundamental Value Fund; Class A Shares
LARGE GROWTH MMAAX MassMutual Select Funds: MassMutual Select Growth Opportunities Fund; Class A Shares
LARGE VALUE AWSHX American Funds Washington Mutual A
LARGE GROWTH TRSAX T. Rowe Price Growth Stock Adv
LARGE BLEND MIEAX MassMutual Select Funds: MassMutual Select Indexed Equity Fund; Class A Shares
LARGE BLEND MMLAX MassMutual Select Funds: MassMutual Select Large Cap Value Fund; Class A Shares
Total Available Funds: 16
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS SFENX Schwab Fundamental Emerg Mkts Idx 65% 3 60 0 0.39% 4.5%
INTERNATIONAL EQUITY
Foreign Small/Mid Blend OAKEX Oakmark International Small Cap I 84% 3 60 0 1.06% 5.89%
Foreign Large Blend AEPGX American Funds EuroPacific Gr A 57% 3 60 0 0.9% 6.72%
WORLD STOCK MGFAX MassMutual Premier Funds: MassMutual Premier Global Fund; Class A Shares 46% 3 60 0 1.56% 14.49%
FIXED INCOME
Intermediate-Term Bond MIXIX MainStay Indexed Bond I 95% 3 60 0 0.75% 3.99%
Intermediate-Term Bond PTTDX PIMCO Total Return D 65% 3 60 0 0.75% 4.01%
Intermediate-Term Bond MSPGX MassMutual Select Funds: MassMutual Select Pimco Total Return Fund; Class A Shares 17% 3 60 0 0.64% 2.94%
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund 100% 3 60 0 0% 6.55%
SMALL VALUE JSCVX Perkins Small Cap Value T 92% 3 60 0 1.36% 10.56%
Small Growth PRNHX T. Rowe Price New Horizons 80% 3 60 0 0.79% 5.03%
LARGE VALUE MFUAX MassMutual Select Funds: MassMutual Select Fundamental Value Fund; Class A Shares 53% 3 60 0 0.86% 9.94%
LARGE GROWTH MMAAX MassMutual Select Funds: MassMutual Select Growth Opportunities Fund; Class A Shares 47% 3 60 0 0.86% 42.2%
LARGE VALUE AWSHX American Funds Washington Mutual A 37% 3 60 0 0.26% 5.88%
LARGE GROWTH TRSAX T. Rowe Price Growth Stock Adv 36% 3 60 0 0.93% 6.81%
LARGE BLEND MIEAX MassMutual Select Funds: MassMutual Select Indexed Equity Fund; Class A Shares 34% 3 60 0 0.62% 0.88%
LARGE BLEND MMLAX MassMutual Select Funds: MassMutual Select Large Cap Value Fund; Class A Shares 0% 3 60 0 1.26% 0.41%
Average Expense Ratio: 0.81%
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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*
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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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