MyPlanIQ 401k Investor BALLY TECHNOLOGIES INC. 401K SAVINGS PLAN

BALLY TECHNOLOGIES INC. 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX Janus Overseas CL I
Foreign Large Blend MSIQX Morgan Stanley Institutional International Equity Fund Class I
Foreign Large Blend VTSGX VANG TOT INTL STK S
Others
Moderate Allocation OAKBX Oakmark Equity & Income CL I
Retirement Income FFKAX Fidelity Freedom K Income Fund
Target Date 2050+ FDENX Fidelity Freedom K 2055 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst CL 
Inflation-Protected Bond DIPSX DFA Inflation-Protected Securities Portfolio Institutional Class
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
Total Available Funds: 30
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX Janus Overseas CL I
Foreign Large Blend MSIQX Morgan Stanley Institutional International Equity Fund Class I
Foreign Large Blend VTSGX VANG TOT INTL STK S
Others
Moderate Allocation OAKBX Oakmark Equity & Income CL I
Retirement Income FFKAX Fidelity Freedom K Income Fund
Target Date 2050+ FDENX Fidelity Freedom K 2055 Fund
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 Fund
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045 Fund 
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040 Fund
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035 Fund
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 Fund
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 Fund
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 Fund
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015 Fund
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst CL 
Inflation-Protected Bond DIPSX DFA Inflation-Protected Securities Portfolio Institutional Class
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV
US EQUITY
Small Growth BCSIX Brown Capital Mgmt Small Company Inst CL
SMALL VALUE VSMIX Invesco Van Kampen Small Cap Value CL Y
Mid-Cap Growth JMGRX Janus Enterprise I Shares 
MID-CAP VALUE ARTQX Artisan Mid Cap Value Inv CL
LARGE BLEND AFEIX American Cent Fundamental Eq Instl 
LARGE VALUE DHLRX Diamond Hill Large Cap Fund Class I
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock Fund - Class K
MID-CAP BLEND UMBMX Scout Mid Cap
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FUSVX SPTN 500 INDEX ADV
LARGE GROWTH FDFKX Fidelity Independence Fund - Class K
Total Available Funds: 30
  • 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
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares 76% 1 60 0 0.88% 2.09%
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX Janus Overseas CL I 97% 1 60 0 2.06% 3.04%
Foreign Large Blend MSIQX Morgan Stanley Institutional International Equity Fund Class I 92% 1 60 0 1.8% 0%
Foreign Large Blend VTSGX VANG TOT INTL STK S 0% 1 60 0 0.18% 3.08%
Others
Moderate Allocation OAKBX Oakmark Equity & Income CL I 91% 1 60 0 0.83% 2.3%
Retirement Income FFKAX Fidelity Freedom K Income Fund 0% 1 60 0 0.39% 1.34%
Target Date 2050+ FDENX Fidelity Freedom K 2055 Fund 0% 1 60 0 0.05% 0%
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 Fund 0% 1 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045 Fund  0% 1 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040 Fund 0% 1 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035 Fund 0% 1 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 Fund 0% 1 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 Fund 0% 1 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 Fund 0% 1 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015 Fund 0% 1 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 Fund 0% 1 60 0 0.5% 2.15%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst CL  97% 1 60 0 0.83% 3.98%
Inflation-Protected Bond DIPSX DFA Inflation-Protected Securities Portfolio Institutional Class 75% 1 60 0 0.11% 3.72%
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV 0% 1 60 0 0.11% 0%
US EQUITY
Small Growth BCSIX Brown Capital Mgmt Small Company Inst CL 97% 1 60 0 1.25% 9.63%
SMALL VALUE VSMIX Invesco Van Kampen Small Cap Value CL Y 94% 1 60 0 1.1% 0.65%
Mid-Cap Growth JMGRX Janus Enterprise I Shares  93% 1 60 0 1.14% 17.21%
MID-CAP VALUE ARTQX Artisan Mid Cap Value Inv CL 91% 1 60 0 1.05% 17.63%
LARGE BLEND AFEIX American Cent Fundamental Eq Instl  90% 1 60 0 1.04% 0.99%
LARGE VALUE DHLRX Diamond Hill Large Cap Fund Class I 82% 1 60 0 0.67% 3.65%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock Fund - Class K 60% 1 60 0 0.82% 18.74%
MID-CAP BLEND UMBMX Scout Mid Cap 55% 1 60 0 0.96% 3.77%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 1.17%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 1 60 0 0.04% 1.84%
LARGE GROWTH FDFKX Fidelity Independence Fund - Class K 0% 1 60 0 0.77% 0%
Average Expense Ratio: 0.71%
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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 -0.3% 7.1% 0.4% 5.0% 4.8% 7.3%

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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 31 funds. It covers 4 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, REITs, Fixed Income and Foreign Equity.


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