MyPlanIQ 401k Investor Smartops Corporation 401(K) Profit Sharing Plan Trust

Smartops Corporation 401(K) Profit Sharing Plan Trust

This Plan is unrated.
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX Oppenheimer Developing Market N
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA MRPCX Blackrock Pacific R
Foreign Large Growth TGVRX Thornburg International Value R3
WORLD STOCK RSLBX American Funds Smallcap World R2
Others
World Allocation MRLOX Blackrock Global Allocation R
World Allocation RIRBX American Funds Capital Income Builder R2
Natural Resources JNRRX Prudential Jennison Natural Resources R
FIXED INCOME
Multisector Bond STIRX Pioneer Strategic Income R
Intermediate-Term Bond PTRRX Pimco Total Return R
Short-Term Bond BLDPX Blackrock Low Duration Bond Portfolio R
Total Available Funds: 34
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX Oppenheimer Developing Market N
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA MRPCX Blackrock Pacific R
Foreign Large Growth TGVRX Thornburg International Value R3
WORLD STOCK RSLBX American Funds Smallcap World R2
WORLD STOCK RWIBX American Funds Capital World Growth & Income R2
EUROPE STOCK MREFX Blackrock Eurofund R
Foreign Large Blend BIFRX Blackrock International R
Foreign Large Blend HFORX Henderson International Opportunities R
Others
World Allocation MRLOX Blackrock Global Allocation R
World Allocation RIRBX American Funds Capital Income Builder R2
Natural Resources JNRRX Prudential Jennison Natural Resources R
Moderate Allocation JDBRX Janus Balanced R
ROOT CASH Blackrock Ready Assets Prime Money
Target Date 2041-2045 BRPJX Blackrock Lifecycle Prepared Portfolio 2045 R
Target Date 2036-2040 BRPHX Blackrock Lifecycle Prepared Portfolio 2040 R
Target Date 2026-2030 BRPEX Blackrock Lifecycle Prepared Portfolio 2030 R
Target Date 2011-2015 BRPBX Blackrock Lifecycle Prepared Portfolio 2015 R
FIXED INCOME
Multisector Bond STIRX Pioneer Strategic Income R
Intermediate-Term Bond PTRRX Pimco Total Return R
Short-Term Bond BLDPX Blackrock Low Duration Bond Portfolio R
Intermediate Government BGBRX Blackrock Intermediate Govt Bond Portfolio R
US EQUITY
Mid-Cap Growth KAUFX Federated Kaufmann R
LARGE VALUE MRDVX Blackrock Equity Dividend R
MID-CAP VALUE MRRFX Blackrock Mid Cap Value Opportunities R
LARGE VALUE ERSTX Eaton Vance Large Cap Value R
LARGE VALUE MRBVX Blackrock Basic Value R
LARGE BLEND NYVRX Davis New York Venture R
LARGE GROWTH RGABX American Funds Growth Fund Of America R2
LARGE BLEND ITHRX Hartford Capital Appreciation R3
LARGE GROWTH FDNRX Franklin Dynatech R
LARGE BLEND LAVQX Lord Abbett Fundamental Equity R2
LARGE GROWTH PVYRX Putnam Voyager R
Small Growth MRUSX Blackrock Small Cap Growth Ii R
LARGE BLEND MDSRX Blackrock S & P 500 Index A
Total Available Funds: 34
  • 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 ODVNX Oppenheimer Developing Market N 63% 1 60 0 0.84% 0%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA MRPCX Blackrock Pacific R 67% 1 60 0 0.81% 2.75%
Foreign Large Growth TGVRX Thornburg International Value R3 62% 1 60 0 1.36% 1.37%
WORLD STOCK RSLBX American Funds Smallcap World R2 58% 1 60 0 0.66% 0.02%
WORLD STOCK RWIBX American Funds Capital World Growth & Income R2 57% 1 60 0 0.53% 0.59%
EUROPE STOCK MREFX Blackrock Eurofund R 32% 1 60 0 0.99% 1.54%
Foreign Large Blend BIFRX Blackrock International R 20% 1 60 0 0.65% 0%
Foreign Large Blend HFORX Henderson International Opportunities R 0% 1 60 0 0.99% 8.77%
Others
World Allocation MRLOX Blackrock Global Allocation R 73% 1 60 0 0.84% 1.01%
World Allocation RIRBX American Funds Capital Income Builder R2 56% 1 60 0 0.26% 2.08%
Natural Resources JNRRX Prudential Jennison Natural Resources R 49% 1 60 0 0.9% 0.67%
Moderate Allocation JDBRX Janus Balanced R 12% 1 60 0 0.7% 1.09%
ROOT CASH Blackrock Ready Assets Prime Money 0% 1 60 0 NA 2.6%
Target Date 2041-2045 BRPJX Blackrock Lifecycle Prepared Portfolio 2045 R 0% 1 60 0 0.82% 23.8%
Target Date 2036-2040 BRPHX Blackrock Lifecycle Prepared Portfolio 2040 R 0% 1 60 0 0.81% 23.59%
Target Date 2026-2030 BRPEX Blackrock Lifecycle Prepared Portfolio 2030 R 0% 1 60 0 0.81% 23.97%
Target Date 2011-2015 BRPBX Blackrock Lifecycle Prepared Portfolio 2015 R 0% 1 60 0 0.81% 88.31%
FIXED INCOME
Multisector Bond STIRX Pioneer Strategic Income R 66% 1 60 0 0.59% 4.04%
Intermediate-Term Bond PTRRX Pimco Total Return R 65% 1 60 0 0.8% 3.73%
Short-Term Bond BLDPX Blackrock Low Duration Bond Portfolio R 27% 1 60 0 1.4% 3.34%
Intermediate Government BGBRX Blackrock Intermediate Govt Bond Portfolio R 10% 1 60 0 0.61% 2.9%
US EQUITY
Mid-Cap Growth KAUFX Federated Kaufmann R 64% 1 60 0 2.51% 10.8%
LARGE VALUE MRDVX Blackrock Equity Dividend R 55% 1 60 0 1% 5.66%
MID-CAP VALUE MRRFX Blackrock Mid Cap Value Opportunities R 54% 1 60 0 0.69% 1.23%
LARGE VALUE ERSTX Eaton Vance Large Cap Value R 46% 1 60 0 1.27% 0.53%
LARGE VALUE MRBVX Blackrock Basic Value R 45% 1 60 0 0.54% 2.14%
LARGE BLEND NYVRX Davis New York Venture R 41% 1 60 0 1.75% 0.9%
LARGE GROWTH RGABX American Funds Growth Fund Of America R2 35% 1 60 0 0.3% 9.87%
LARGE BLEND ITHRX Hartford Capital Appreciation R3 21% 1 60 0 0.79% 8.71%
LARGE GROWTH FDNRX Franklin Dynatech R 11% 1 60 0 0.45% 0%
LARGE BLEND LAVQX Lord Abbett Fundamental Equity R2 10% 1 60 0 0.63% 0.58%
LARGE GROWTH PVYRX Putnam Voyager R 0% 1 60 0 1.42% 5.2%
Small Growth MRUSX Blackrock Small Cap Growth Ii R 0% 1 60 0 1.89% 15.2%
LARGE BLEND MDSRX Blackrock S & P 500 Index A 0% 1 60 0 0.56% 1.77%
Average Expense Ratio: 0.91%
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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*
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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 34 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, US Equity and Emerging Market Equity.
Premiere Global Services, Inc. (Ticker:PGI) has the "City of Los Angeles Premiere Deferred Compensation Plan".


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