MyPlanIQ INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 4 ANNUITY FUND

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 4 ANNUITY FUND

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio Global Investment Funds: Artio International Equity Fund; Class I Shares
Others
Moderate Allocation ABALX American Balanced Fund; Class A Shares
Retirement Income MRDAX MassMutual Select Funds: MassMutual RetireSMART In Retirement Fund; Class A Shares
Target Date 2026-2030 MTPIX Manning & Napier Fund
US EQUITY
SMALL VALUE PSVIX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio Global Investment Funds: Artio International Equity Fund; Class I Shares
Others
Moderate Allocation ABALX American Balanced Fund; Class A Shares
Retirement Income MRDAX MassMutual Select Funds: MassMutual RetireSMART In Retirement Fund; Class A Shares
Target Date 2026-2030 MTPIX Manning & Napier Fund
Target Date 2000-2010 MTHIX Manning & Napier Fund
Target Date 2016-2020 MTNIX Manning & Napier Fund
Target Date 2046-2050 MTYIX Manning & Napier Fund
Target Date 2036-2040 MTTIX Manning & Napier Fund
US EQUITY
SMALL VALUE PSVIX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class 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 JIEIX Artio Global Investment Funds: Artio International Equity Fund; Class I Shares 93% 3 60 0 0.9% 2.4%
Others
Moderate Allocation ABALX American Balanced Fund; Class A Shares 43% 3 60 0 0.31% 2.62%
Retirement Income MRDAX MassMutual Select Funds: MassMutual RetireSMART In Retirement Fund; Class A Shares 38% 3 60 0 0.69% 108.65%
Target Date 2026-2030 MTPIX Manning & Napier Fund 0% 3 60 0 0.75% 0.26%
Target Date 2000-2010 MTHIX Manning & Napier Fund 0% 3 60 0 0.86% 8.76%
Target Date 2016-2020 MTNIX Manning & Napier Fund 0% 3 60 0 0.7% 0.3%
Target Date 2046-2050 MTYIX Manning & Napier Fund 0% 3 60 0 0.75% 0.13%
Target Date 2036-2040 MTTIX Manning & Napier Fund 0% 3 60 0 0.75% 0.2%
US EQUITY
SMALL VALUE PSVIX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares 93% 3 60 0 0.91% 3.92%
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares 86% 3 60 0 1.04% 1.42%
Average Expense Ratio: 0.77%
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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*
Click to Create Model Portfolio

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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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