MyPlanIQ Bengal Transportation Services, LLC

Bengal Transportation Services, LLC

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX ODMAX
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKIX
Foreign Large Growth AIEVX AIEVX
Foreign Large Growth FICDX FICDX
Others
Target Date 2011-2015 FFVFX FFVFX
Conservative Allocation PRPFX PRPFX
Target Date 2021-2025 FFTWX FFTWX
FIXED INCOME
Intermediate Government FGOVX FGOVX
Intermediate-Term Bond MWTRX MWTRX
High Yield Bond AHIYX AHIYX
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX ODMAX
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKIX
Foreign Large Growth AIEVX AIEVX
Foreign Large Growth FICDX FICDX
Foreign Large Blend FSIVX FSIVX
Others
Target Date 2011-2015 FFVFX FFVFX
Conservative Allocation PRPFX PRPFX
Target Date 2021-2025 FFTWX FFTWX
Target Date 2031-2035 FFTHX FFTHX
Aggressive Allocation AOGIX AOGIX
Moderate Allocation OAKBX OAKBX
Target Date 2041-2045 FFFGX FFFGX
World Allocation MALOX MALOX
Health FSMEX FSMEX
Utilities BULIX BULIX
EQUITY PRECIOUS METALS EKWAX EKWAX
Money Market-Taxable FRTXX FRTXX
FIXED INCOME
Intermediate Government FGOVX FGOVX
Intermediate-Term Bond MWTRX MWTRX
High Yield Bond AHIYX AHIYX
Multisector Bond FSICX FSICX
WORLD BOND TPINX TPINX
Inflation-Protected Bond PARRX PARRX
Short-Term Bond PLDAX PLDAX
US EQUITY
LARGE GROWTH FCNTX FCNTX
MID-CAP VALUE SMVTX SMVTX
SMALL BLEND FSCRX FSCRX
LARGE VALUE DDFIX DDFIX
Mid-Cap Growth CLSPX CLSPX
LARGE GROWTH NBSTX NBSTX
SMALL VALUE HRVIX HRVIX
Small Growth ORIGX ORIGX
MID-CAP BLEND FLPSX FLPSX
LARGE BLEND FUSVX FUSVX
LARGE GROWTH FLGEX FLGEX
MID-CAP BLEND FSEVX FSEVX
Total Available Funds: 36
  • 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 ODMAX ODMAX 65% 3 60 0 0.84% 0.51%
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKIX 100% 3 60 0 0.75% 1.85%
Foreign Large Growth AIEVX AIEVX 93% 3 60 0 1.27% 1.81%
Foreign Large Growth FICDX FICDX 52% 3 60 0 0.86% 3.22%
Foreign Large Blend FSIVX FSIVX 0% 3 60 0 0.07% 2.62%
Others
Target Date 2011-2015 FFVFX FFVFX 98% 3 60 0 0.54% 2.56%
Conservative Allocation PRPFX PRPFX 97% 3 60 0 0.82% 1.29%
Target Date 2021-2025 FFTWX FFTWX 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX FFTHX 95% 3 60 0 0.7% 1.76%
Aggressive Allocation AOGIX AOGIX 94% 3 60 0 0.93% 2.01%
Moderate Allocation OAKBX OAKBX 91% 3 60 0 0.83% 2.73%
Target Date 2041-2045 FFFGX FFFGX 91% 3 60 0 0.75% 1.71%
World Allocation MALOX MALOX 90% 3 60 0 0.84% 1.48%
Health FSMEX FSMEX 77% 3 60 0 0.84% 2.05%
Utilities BULIX BULIX 65% 3 60 0 0.65% 2.67%
EQUITY PRECIOUS METALS EKWAX EKWAX 24% 3 60 0 0.79% 0%
Money Market-Taxable FRTXX FRTXX 0% 3 60 0 NA NA
FIXED INCOME
Intermediate Government FGOVX FGOVX 91% 3 60 0 0.76% 2.88%
Intermediate-Term Bond MWTRX MWTRX 89% 3 60 0 0.52% 4.15%
High Yield Bond AHIYX AHIYX 77% 3 60 0 1.04% 6.86%
Multisector Bond FSICX FSICX 74% 3 60 0 0.7% 2.07%
WORLD BOND TPINX TPINX 73% 3 60 0 0.96% 4.5%
Inflation-Protected Bond PARRX PARRX 61% 3 60 0 1.37% 4.19%
Short-Term Bond PLDAX PLDAX 56% 3 60 0 1.05% 3.84%
US EQUITY
LARGE GROWTH FCNTX FCNTX 96% 3 60 0 0.55% 2.71%
MID-CAP VALUE SMVTX SMVTX 92% 3 60 0 0.79% 1.09%
SMALL BLEND FSCRX FSCRX 90% 3 60 0 1.07% 4.32%
LARGE VALUE DDFIX DDFIX 87% 3 60 0 0.82% 2.03%
Mid-Cap Growth CLSPX CLSPX 85% 3 60 0 0.88% 0%
LARGE GROWTH NBSTX NBSTX 80% 3 60 0 1.3% 8.56%
SMALL VALUE HRVIX HRVIX 64% 3 60 0 1.01% 2.23%
Small Growth ORIGX ORIGX 52% 3 60 0 1.6% 64.63%
MID-CAP BLEND FLPSX FLPSX 1% 3 60 0 0.92% 17.04%
LARGE BLEND FUSVX FUSVX 0% 3 60 0 0.04% 1.84%
LARGE GROWTH FLGEX FLGEX 0% 3 60 0 0.39% 0.6%
MID-CAP BLEND FSEVX FSEVX 0% 3 60 0 0.07% 1.17%
Average Expense Ratio: 0.79%
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Related Retirement Plans
BENGAL TRANSPORTATION SERVICES, LLC EMPLOYEE BENEFITS PLAN
BENGAL TRANSPORTATION SERVICES, LLC 401K PLAN
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% 2.5% -0.0% 5.3% 4.1% 7.0%

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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
This plan consists of 36 funds, some of them are: FSCRX, EKWAX, AHIYX, ODMAX, CLSPX, SMVTX.



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