MyPlanIQ 401k Investor C T Taylor Company 401K

C T Taylor Company 401K

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS IJPIX ING JPMorgan Emerging Markets Equity Port S
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth R3
FOREIGN SMALL/MID GROWTH WSCAX Wanger International
Others
Moderate Allocation PRWCX ING T. Rowe Price Capital Appreciation Port S
Target Date 2041-2045 ISJSX ING Index Solution 2045 Port S
Target Date 2021-2025 ISDSX ING Index Solution 2025 Port S
US EQUITY
LARGE GROWTH IEOSX ING Large Cap Growth Port S
LARGE BLEND RFNFX American Funds Fundamental InvestorsSM R
MID-CAP BLEND CRMMX CRM Mid Cap Value Inv
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS IJPIX ING JPMorgan Emerging Markets Equity Port S
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth R3
FOREIGN SMALL/MID GROWTH WSCAX Wanger International
Others
Moderate Allocation PRWCX ING T. Rowe Price Capital Appreciation Port S
Target Date 2041-2045 ISJSX ING Index Solution 2045 Port S
Target Date 2021-2025 ISDSX ING Index Solution 2025 Port S
Target Date 2031-2035 ISESX ING Index Solution 2035 Port S
Target Date 2051+ IISSX ING Index Solution 2055 Port S
Utilities IMUSX ING MFS Utilities Port S
Retirement Income ISKSX ING Index Solution Income Port S
Natural Resources IGRTX ING Global Resources Port S
Aggressive Allocation RGNEX American Funds Capital World Growth and Income FundSM R3
Target Date 2011-2015 ISASX ING Index Solution 2015 Port S
US EQUITY
LARGE GROWTH IEOSX ING Large Cap Growth Port S
LARGE BLEND RFNFX American Funds Fundamental InvestorsSM R
MID-CAP BLEND CRMMX CRM Mid Cap Value Inv
MID-CAP VALUE SAMVX RidgeWorth Mid-Cap Value Equity A
LARGE VALUE MVRRX MFS Value R2
Small Growth GTSAX Invesco Small Cap Value A
Small Growth LADRX Lord Abbett Developing Growth R3
SMALL BLEND AESGX ING Small Company Portf I
Mid-Cap Growth IFDSX ING FMR SM Diversified Mid Cap Port S
FIXED INCOME
High Yield Bond IPHYX ING PIMCO High Yield Port S
Multisector Bond STRYX Pioneer Strategic Income Y
WORLD BOND OIBNX Oppenheimer International Bond N
Inflation-Protected Bond PARRX PIMCO Real Real Admin
Intermediate-Term Bond IPCSX ING PIMCO Total Return S
Intermediate-Term Bond ISCFX ING Fixed Account
Total Available Funds: 28
  • 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 IJPIX ING JPMorgan Emerging Markets Equity Port S 92% 1 60 0 1.81% 1.71%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth R3 94% 1 60 0 0.84% 1.86%
FOREIGN SMALL/MID GROWTH WSCAX Wanger International 64% 1 60 0 1.02% 0.31%
Others
Moderate Allocation PRWCX ING T. Rowe Price Capital Appreciation Port S 99% 1 60 0 0.98% 2%
Target Date 2041-2045 ISJSX ING Index Solution 2045 Port S 86% 1 60 0 0.46% 9.4%
Target Date 2021-2025 ISDSX ING Index Solution 2025 Port S 85% 1 60 0 0.44% 5.41%
Target Date 2031-2035 ISESX ING Index Solution 2035 Port S 85% 1 60 0 0.46% 8.15%
Target Date 2051+ IISSX ING Index Solution 2055 Port S 69% 1 60 0 0.77% 8.21%
Utilities IMUSX ING MFS Utilities Port S 68% 1 60 0 1.03% 1.82%
Retirement Income ISKSX ING Index Solution Income Port S 65% 1 60 0 0.18% 3.88%
Natural Resources IGRTX ING Global Resources Port S 22% 1 60 0 1.05% 0.62%
Aggressive Allocation RGNEX American Funds Capital World Growth and Income FundSM R3 7% 1 60 0 0.4% 5.69%
Target Date 2011-2015 ISASX ING Index Solution 2015 Port S 0% 1 60 0 0.36% 0%
US EQUITY
LARGE GROWTH IEOSX ING Large Cap Growth Port S 93% 1 60 0 1.27% 0%
LARGE BLEND RFNFX American Funds Fundamental InvestorsSM R 88% 1 60 0 0.6% 1.27%
MID-CAP BLEND CRMMX CRM Mid Cap Value Inv 86% 1 60 0 1.16% 1.01%
MID-CAP VALUE SAMVX RidgeWorth Mid-Cap Value Equity A 64% 1 60 0 1.28% 0.49%
LARGE VALUE MVRRX MFS Value R2 54% 1 60 0 0.8% 8.19%
Small Growth GTSAX Invesco Small Cap Value A 53% 1 60 0 0.91% 0%
Small Growth LADRX Lord Abbett Developing Growth R3 8% 1 60 0 0.59% 0%
SMALL BLEND AESGX ING Small Company Portf I 0% 1 60 0 1.05% 12.68%
Mid-Cap Growth IFDSX ING FMR SM Diversified Mid Cap Port S 0% 1 60 0 0.91% 0%
FIXED INCOME
High Yield Bond IPHYX ING PIMCO High Yield Port S 85% 1 60 0 0.48% 5.6%
Multisector Bond STRYX Pioneer Strategic Income Y 77% 1 60 0 0.59% 3.82%
WORLD BOND OIBNX Oppenheimer International Bond N 69% 1 60 0 0.71% 4.09%
Inflation-Protected Bond PARRX PIMCO Real Real Admin 61% 1 60 0 1.37% 4.19%
Intermediate-Term Bond IPCSX ING PIMCO Total Return S 0% 1 60 0 0.82% 4.88%
Intermediate-Term Bond ISCFX ING Fixed Account 0% 1 60 0 0.63% 101.56%
Average Expense Ratio: 0.82%
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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 3.5% 11.8% -0.7% 5.7% 4.9% 7.3%

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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 28 funds. It covers 4 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Fixed Income and Foreign Equity.


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