MyPlanIQ 401k Investor Lookout Inc. 401(k) Plan

Lookout Inc. 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRAX Virtus Real Estate Securities A
INTERNATIONAL EQUITY
WORLD STOCK RNPCX American Funds New Perspective R3
Foreign Large Blend RERCX American Funds EuroPacific Growth R3
Foreign Large Growth JIGRX Janus Overseas Fund S
Others
Technology WSTYX Ivy Science & Technology Y
Utilities MMUFX MFS Utilities A
Aggressive Allocation MXBPX Maxim Mod Agg Profile II Port Initial
FIXED INCOME
WORLD BOND OIBAX Oppenheimer International Bond Fund A
Inflation-Protected Bond PARRX PIMCO Real Return Admin
Short-Term Bond MXSDX Maxim Short Duration Bond Fund
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRAX Virtus Real Estate Securities A
INTERNATIONAL EQUITY
WORLD STOCK RNPCX American Funds New Perspective R3
Foreign Large Blend RERCX American Funds EuroPacific Growth R3
Foreign Large Growth JIGRX Janus Overseas Fund S
Foreign Large Blend SIEIX RidgeWorth International Equity Index I
Others
Technology WSTYX Ivy Science & Technology Y
Utilities MMUFX MFS Utilities A
Aggressive Allocation MXBPX Maxim Mod Agg Profile II Port Initial
Conservative Allocation MXCPX Maxim Con Profile II Portfolio Initial
Equity Energy SSGRX BlackRock Energy & Resources Inv A
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals A
Moderate Allocation MXMPX Maxim Moderate Profile II Port Initial
Moderate Allocation MXDPX Maxim Mod Con Profile II Port Initial
Target Date 2051+ MXVLX Maxim Lifetime 2055 Portfolio II T1
Target Date 2041-2045 MXPLX Maxim Lifetime 2045 Portfolio II T1
Target Date 2031-2035 MXJLX Maxim Lifetime 2035 Portfolio II T1
Target Date 2021-2025 MXDLX Maxim Lifetime 2025 Portfolio II T1
Target Date 2011-2015 MXLWX Maxim Lifetime 2015 Portfolio II T1
FIXED INCOME
WORLD BOND OIBAX Oppenheimer International Bond Fund A
Inflation-Protected Bond PARRX PIMCO Real Return Admin
Short-Term Bond MXSDX Maxim Short Duration Bond Fund
Intermediate-Term Bond MXBIX Maxim Bond Index
US EQUITY
LARGE VALUE STVTX RidgeWorth Large Cap Value Equity I
SMALL VALUE HRVIX Heartland Value Plus
LARGE BLEND RFNCX American Funds Fundamental Invs R3
LARGE GROWTH PABGX T. Rowe Price Blue Chip Growth Ad
MID-CAP VALUE JMVIX Perkins Mid Cap Value S
Mid-Cap Growth MXMGX Maxim T. Rowe Price Mid-Cap Growth
LARGE BLEND MXVIX Maxim S & P 500 Index
LARGE BLEND MXAPX Maxim Aggressive Profile II Port Initial
SMALL BLEND MXISX Maxim S&P SmallCap 600 Port Initial CI
Total Available Funds: 31
  • 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 PHRAX Virtus Real Estate Securities A 40% 1 60 0 2.05% 11.59%
INTERNATIONAL EQUITY
WORLD STOCK RNPCX American Funds New Perspective R3 63% 1 60 0 1.47% 5.53%
Foreign Large Blend RERCX American Funds EuroPacific Growth R3 55% 1 60 0 0.9% 3.39%
Foreign Large Growth JIGRX Janus Overseas Fund S 28% 1 60 0 2.06% 1.06%
Foreign Large Blend SIEIX RidgeWorth International Equity Index I 0% 1 60 0 0.78% 32.13%
Others
Technology WSTYX Ivy Science & Technology Y 49% 1 60 0 0.96% 11.35%
Utilities MMUFX MFS Utilities A 46% 1 60 0 1% 5.27%
Aggressive Allocation MXBPX Maxim Mod Agg Profile II Port Initial 32% 1 60 0 1.01% 5.63%
Conservative Allocation MXCPX Maxim Con Profile II Portfolio Initial 32% 1 60 0 0.77% 3.46%
Equity Energy SSGRX BlackRock Energy & Resources Inv A 29% 1 60 0 1.38% 0%
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals A 29% 1 60 0 1.31% 0.72%
Moderate Allocation MXMPX Maxim Moderate Profile II Port Initial 25% 1 60 0 0.91% 3.64%
Moderate Allocation MXDPX Maxim Mod Con Profile II Port Initial 6% 1 60 0 0.83% 4.1%
Target Date 2051+ MXVLX Maxim Lifetime 2055 Portfolio II T1 0% 1 60 0 0.22% 7.08%
Target Date 2041-2045 MXPLX Maxim Lifetime 2045 Portfolio II T1 0% 1 60 0 1.12% 8.52%
Target Date 2031-2035 MXJLX Maxim Lifetime 2035 Portfolio II T1 0% 1 60 0 0.22% 8.25%
Target Date 2021-2025 MXDLX Maxim Lifetime 2025 Portfolio II T1 0% 1 60 0 0.22% 7.8%
Target Date 2011-2015 MXLWX Maxim Lifetime 2015 Portfolio II T1 0% 1 60 0 0.22% 6.26%
FIXED INCOME
WORLD BOND OIBAX Oppenheimer International Bond Fund A 70% 1 60 0 0.71% 4.81%
Inflation-Protected Bond PARRX PIMCO Real Return Admin 61% 1 60 0 1.37% 3.05%
Short-Term Bond MXSDX Maxim Short Duration Bond Fund 34% 1 60 0 0.25% 1.64%
Intermediate-Term Bond MXBIX Maxim Bond Index 33% 1 60 0 0.5% 1.51%
US EQUITY
LARGE VALUE STVTX RidgeWorth Large Cap Value Equity I 89% 1 60 0 0.97% 2.76%
SMALL VALUE HRVIX Heartland Value Plus 64% 1 60 0 1.01% 1.51%
LARGE BLEND RFNCX American Funds Fundamental Invs R3 51% 1 60 0 0.28% 6.12%
LARGE GROWTH PABGX T. Rowe Price Blue Chip Growth Ad 42% 1 60 0 1.23% 4.31%
MID-CAP VALUE JMVIX Perkins Mid Cap Value S 28% 1 60 0 0.5% 9.18%
Mid-Cap Growth MXMGX Maxim T. Rowe Price Mid-Cap Growth 24% 1 60 0 1.02% 2.92%
LARGE BLEND MXVIX Maxim S & P 500 Index 22% 1 60 0 0.51% 5.75%
LARGE BLEND MXAPX Maxim Aggressive Profile II Port Initial 21% 1 60 0 1.16% 3.82%
SMALL BLEND MXISX Maxim S&P SmallCap 600 Port Initial CI 21% 1 60 0 0.56% 3.59%
Average Expense Ratio: 0.89%
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Related Retirement Plans
LOOKOUT, INC. 401(K) 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 3.0% 9.4% 1.5% 6.2% 5.4% 6.6%

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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 27 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.


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