MyPlanIQ 401k Investor VOLT INFORMATION SCIENCES INC. SAVINGS PLAN

VOLT INFORMATION SCIENCES INC. SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth SWOIX Laudus International MarketMasters Fund
Others
Target Date 2026-2030 SWDRX Schwab Managed Retirement 2030
Target Date 2036-2040 SWERX Schwab Managed Retirement 2040
Target Date 2016-2020 SWCRX Schwab Managed Retirement 2020
FIXED INCOME
Intermediate-Term Bond WACPX Western Asset Core Plus Port Fund
Intermediate-Term Bond DBMIX Dreyfus Bond Market Index Inv
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
MID-CAP VALUE GCMAX Goldman Sachs Mid-Cap Value Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth SWOIX Laudus International MarketMasters Fund
Others
Target Date 2026-2030 SWDRX Schwab Managed Retirement 2030
Target Date 2036-2040 SWERX Schwab Managed Retirement 2040
Target Date 2016-2020 SWCRX Schwab Managed Retirement 2020
Target Date 2000-2010 SWBRX Schwab Managed Retirement 2010
Retirement Income SWARX Schwab Managed Retirement Inc
FIXED INCOME
Intermediate-Term Bond WACPX Western Asset Core Plus Port Fund
Intermediate-Term Bond DBMIX Dreyfus Bond Market Index Inv
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
MID-CAP VALUE GCMAX Goldman Sachs Mid-Cap Value Fund
SMALL VALUE NOSGX Northern Small Cap Value Fund
LARGE BLEND SWPPX Schwab S&P 500 Index Fund
LARGE BLEND ISFIX Davis New York Venture Fund
Small Growth AASOX Alger Small Cap Growth Fund
Mid-Cap Growth DGRDX Morgan Stanley Mid Cap Growth Fund
Total Available Funds: 17
  • 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 SWOIX Laudus International MarketMasters Fund 0% 3 60 0 1.41% 7.37%
Others
Target Date 2026-2030 SWDRX Schwab Managed Retirement 2030 97% 3 60 0 0.42% 6.17%
Target Date 2036-2040 SWERX Schwab Managed Retirement 2040 96% 3 60 0 0.5% 4.92%
Target Date 2016-2020 SWCRX Schwab Managed Retirement 2020 96% 3 60 0 0.29% 3.18%
Target Date 2000-2010 SWBRX Schwab Managed Retirement 2010 95% 3 60 0 0.26% 6.62%
Retirement Income SWARX Schwab Managed Retirement Inc 0% 3 60 0 NA 3.2%
FIXED INCOME
Intermediate-Term Bond WACPX Western Asset Core Plus Port Fund 78% 3 60 0 0.82% 3.97%
Intermediate-Term Bond DBMIX Dreyfus Bond Market Index Inv 62% 3 60 0 0.4% 2.97%
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund 16% 3 60 0 NA 28.04%
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund 100% 3 60 0 0% 6.55%
LARGE VALUE AAGPX American Beacon Large Cap Value Fund 97% 3 60 0 0.94% 13.36%
MID-CAP VALUE GCMAX Goldman Sachs Mid-Cap Value Fund 93% 3 60 0 1.18% 7.36%
SMALL VALUE NOSGX Northern Small Cap Value Fund 88% 3 60 0 1% 38.97%
LARGE BLEND SWPPX Schwab S&P 500 Index Fund 78% 3 60 0 0.02% 1.3%
LARGE BLEND ISFIX Davis New York Venture Fund 67% 3 60 0 0.95% 0.46%
Small Growth AASOX Alger Small Cap Growth Fund 54% 3 60 0 1% 0.41%
Mid-Cap Growth DGRDX Morgan Stanley Mid Cap Growth Fund 0% 3 60 0 0.72% 4.5%
Average Expense Ratio: 0.66%
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

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*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

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*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 plan consists of 18 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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.