MyPlanIQ OLYMPUS CORPORATION OF THE AMERICAS 401KSAVING PLAN

OLYMPUS CORPORATION OF THE AMERICAS 401KSAVING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Others
Target Date 2026-2030 JSMAX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Class A Shares
Target Date 2016-2020 JTTAX JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND NYVTX Davis New York Venture Fund
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Others
Target Date 2026-2030 JSMAX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Class A Shares
Target Date 2016-2020 JTTAX JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND NYVTX Davis New York Venture Fund
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund
MID-CAP VALUE TRMCX T Rowe Price Mid-Cap Value Fund
Mid-Cap Growth GGOAX Goldman Sachs Trust: Goldman Sachs Growth Opportunities Fund; Class A Shares
LARGE VALUE LSVRX Loomis Sayles Funds II: Natixis Loomis Sayles Value 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 Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 98% 3 60 0 0.65% 1.59%
Others
Target Date 2026-2030 JSMAX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Class A Shares 69% 3 60 0 0.64% 1.85%
Target Date 2016-2020 JTTAX JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Class A Shares 64% 3 60 0 0.62% 2.52%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.84%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 8.07%
MID-CAP BLEND FSLCX Fidelity Commonwealth Trust: Fidelity Small Cap Stock Fund 82% 3 60 0 0.67% 0.02%
MID-CAP VALUE TRMCX T Rowe Price Mid-Cap Value Fund 81% 3 60 0 0.83% 7.78%
Mid-Cap Growth GGOAX Goldman Sachs Trust: Goldman Sachs Growth Opportunities Fund; Class A Shares 63% 3 60 0 1.41% 0%
LARGE VALUE LSVRX Loomis Sayles Funds II: Natixis Loomis Sayles Value Fund; Class A Shares 0% 3 60 0 0.98% 13.88%
Average Expense Ratio: 0.89%
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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*
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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 investment options have not been imported yet.


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