MyPlanIQ 401k Investor PROSAR 401(k) Retirement Plan

PROSAR 401(k) Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX INVESCO Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds Capital World G/I R3
Foreign Large Blend RERCX American Funds EuroPacific Growth R3
Foreign Large Growth JIGRX Janus Overseas Fund S
Others
Target Date 2036-2040 RXLDX Russell LifePoints 2040 Strategy R3
Target Date 2026-2030 RRLDX Russell LifePoints 2030 Strategy R3
Target Date 2016-2020 RLLDX Russell LifePoints 2020 Strategy R3
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Inflation-Protected Bond PARRX PIMCO Real Return Admin
WORLD BOND RCWCX American Funds Capital World Bond R3
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX INVESCO Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds Capital World G/I R3
Foreign Large Blend RERCX American Funds EuroPacific Growth R3
Foreign Large Growth JIGRX Janus Overseas Fund S
Others
Target Date 2036-2040 RXLDX Russell LifePoints 2040 Strategy R3
Target Date 2026-2030 RRLDX Russell LifePoints 2030 Strategy R3
Target Date 2016-2020 RLLDX Russell LifePoints 2020 Strategy R3
Retirement Income RZLDX Russell In Retirement R3
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Inflation-Protected Bond PARRX PIMCO Real Return Admin
WORLD BOND RCWCX American Funds Capital World Bond R3
Intermediate Government MXGMX Maxim US Government Mort Secs
High Yield Bond FHIRX Franklin High Income R
US EQUITY
SMALL BLEND CAMSX Cambiar Small Cap Inv
LARGE GROWTH MLRTX MainStay Large Cap Growth R2
LARGE VALUE MEIAX MFS Value Fund A
SMALL VALUE CSMIX Columbia Small Cap Value I Fund A
LARGE BLEND SENCX Sentinel Common Stock A
Mid-Cap Growth TEGAX Touchstone Mid Cap Growth A
MID-CAP VALUE CMUAX Columbia Mid Cap Value A
Small Growth BSCFX Baron Small Cap Fund
MID-CAP BLEND MXMDX Maxim S&P Mid Cap 400 Portfolio
LARGE BLEND MXVIX Maxim S & P 500 Index
SMALL BLEND MXISX Maxim S&P SmallCap 600 Port Initial Cl
MID-CAP BLEND DPSAX Dreyfus Structured Midcap A
Total Available Funds: 26
  • 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 IARAX INVESCO Real Estate A 17% 1 60 0 1.16% 3.51%
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open 61% 1 60 0 1.07% 3.71%
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds Capital World G/I R3 61% 1 60 0 0.53% 3.42%
Foreign Large Blend RERCX American Funds EuroPacific Growth R3 55% 1 60 0 0.9% 3.42%
Foreign Large Growth JIGRX Janus Overseas Fund S 28% 1 60 0 2.06% 1.06%
Others
Target Date 2036-2040 RXLDX Russell LifePoints 2040 Strategy R3 0% 1 60 0 1.34% 0.04%
Target Date 2026-2030 RRLDX Russell LifePoints 2030 Strategy R3 0% 1 60 0 1.31% 0.1%
Target Date 2016-2020 RLLDX Russell LifePoints 2020 Strategy R3 0% 1 60 0 1.2% 0.19%
Retirement Income RZLDX Russell In Retirement R3 0% 1 60 0 1.13% 0.21%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 1 60 0 0.8% 3.78%
Inflation-Protected Bond PARRX PIMCO Real Return Admin 61% 1 60 0 1.37% 3.06%
WORLD BOND RCWCX American Funds Capital World Bond R3 58% 1 60 0 0.99% 2.5%
Intermediate Government MXGMX Maxim US Government Mort Secs 13% 1 60 0 0.25% 1.78%
High Yield Bond FHIRX Franklin High Income R 0% 1 60 0 0.88% 6.51%
US EQUITY
SMALL BLEND CAMSX Cambiar Small Cap Inv 89% 1 60 0 1.05% 0.64%
LARGE GROWTH MLRTX MainStay Large Cap Growth R2 56% 1 60 0 1.33% 11.97%
LARGE VALUE MEIAX MFS Value Fund A 56% 1 60 0 0.8% 8.37%
SMALL VALUE CSMIX Columbia Small Cap Value I Fund A 50% 1 60 0 0.86% 8.56%
LARGE BLEND SENCX Sentinel Common Stock A 49% 1 60 0 0.7% 0.73%
Mid-Cap Growth TEGAX Touchstone Mid Cap Growth A 46% 1 60 0 0.99% 0%
MID-CAP VALUE CMUAX Columbia Mid Cap Value A 41% 1 60 0 1.13% 1.42%
Small Growth BSCFX Baron Small Cap Fund 39% 1 60 0 1.31% 3.52%
MID-CAP BLEND MXMDX Maxim S&P Mid Cap 400 Portfolio 22% 1 60 0 0.19% 5.18%
LARGE BLEND MXVIX Maxim S & P 500 Index 22% 1 60 0 0.51% 5.72%
SMALL BLEND MXISX Maxim S&P SmallCap 600 Port Initial Cl 21% 1 60 0 0.56% 3.56%
MID-CAP BLEND DPSAX Dreyfus Structured Midcap A 0% 1 60 0 1.15% 26.66%
Average Expense Ratio: 0.98%
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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 4.7% 14.8% 2.8% 5.6% 4.1% 6.3%

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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 27 funds. It covers 5 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs, Foreign Equity and Emerging Market Equity.


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