MyPlanIQ Rightstar Systems Principal 401K

Rightstar Systems Principal 401K

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX ODVNX
INTERNATIONAL EQUITY
WORLD STOCK RWICX RWICX
Foreign Large Blend RERCX RERCX
Foreign Large Blend PIIOX PIIOX
Others
Target Date 2046-2050 PTERX pterx
Target Date 2036-2040 PTDMX ptdmx
Target Date 2026-2030 PTCMX ptcmx
FIXED INCOME
High Yield Bond PYHIX PYHIX
Multisector Bond OSINX OSINX
Inflation-Protected Bond PIFPX PIFPX
Total Available Funds: 31
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX ODVNX
INTERNATIONAL EQUITY
WORLD STOCK RWICX RWICX
Foreign Large Blend RERCX RERCX
Foreign Large Blend PIIOX PIIOX
Others
Target Date 2046-2050 PTERX pterx
Target Date 2036-2040 PTDMX ptdmx
Target Date 2026-2030 PTCMX ptcmx
Target Date 2051+ LTFDX ltfdx
Target Date 2016-2020 PTBMX ptbmx
Retirement Income PLSMX PLSMX
Target Date 2011-2015 LTAPX ltapx
Target Date 2021-2025 LTVPX ltvpx
Target Date 2031-2035 LTAOX ltaox
Target Date 2041-2045 LTRVX ltrvx
Target Date 2000-2010 PTAMX ptamx
FIXED INCOME
High Yield Bond PYHIX PYHIX
Multisector Bond OSINX OSINX
Inflation-Protected Bond PIFPX PIFPX
Intermediate-Term Bond PIOOX PIOOX
US EQUITY
LARGE GROWTH PPUMX PPUMX
LARGE BLEND RFNCX RFNCX
Small Growth PPNMX PPNMX
MID-CAP BLEND PMFMX PMFMX
SMALL BLEND PSSMX PSSMX
Mid-Cap Growth PFPPX PFPPX
LARGE GROWTH RGACX RGACX
LARGE VALUE RWMCX RWMCX
LARGE BLEND PLFMX PLFMX
SMALL BLEND PSBMX PSBMX
LARGE VALUE PEIOX PEIOX
MID-CAP VALUE PJPPX PJPPX
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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX ODVNX 64% 3 60 0 0.84% 0.29%
INTERNATIONAL EQUITY
WORLD STOCK RWICX RWICX 61% 3 60 0 0.53% 3.44%
Foreign Large Blend RERCX RERCX 55% 3 60 0 0.9% 3.41%
Foreign Large Blend PIIOX PIIOX 7% 3 60 0 0.33% 3.44%
Others
Target Date 2046-2050 PTERX pterx 68% 3 60 0 0.92% 4.29%
Target Date 2036-2040 PTDMX ptdmx 47% 3 60 0 0.83% 4.23%
Target Date 2026-2030 PTCMX ptcmx 46% 3 60 0 1.14% 3.91%
Target Date 2051+ LTFDX ltfdx 44% 3 60 0 0.93% 4.13%
Target Date 2016-2020 PTBMX ptbmx 42% 3 60 0 0.79% 4.66%
Retirement Income PLSMX PLSMX 29% 3 60 0 1.4% 2.24%
Target Date 2011-2015 LTAPX ltapx 22% 3 60 0 0.91% 4.35%
Target Date 2021-2025 LTVPX ltvpx 19% 3 60 0 0.81% 3.94%
Target Date 2031-2035 LTAOX ltaox 18% 3 60 0 0.62% 3.92%
Target Date 2041-2045 LTRVX ltrvx 18% 3 60 0 0.66% 4.15%
Target Date 2000-2010 PTAMX ptamx 0% 3 60 0 0.72% 6.33%
FIXED INCOME
High Yield Bond PYHIX PYHIX 89% 3 60 0 0.61% 7.31%
Multisector Bond OSINX OSINX 52% 3 60 0 0.86% 5.13%
Inflation-Protected Bond PIFPX PIFPX 45% 3 60 0 0.39% 3.1%
Intermediate-Term Bond PIOOX PIOOX 15% 3 60 0 0.64% 2.82%
US EQUITY
LARGE GROWTH PPUMX PPUMX 52% 3 60 0 0.59% 8.3%
LARGE BLEND RFNCX RFNCX 51% 3 60 0 0.28% 6.12%
Small Growth PPNMX PPNMX 43% 3 60 0 1.42% 0%
MID-CAP BLEND PMFMX PMFMX 42% 3 60 0 0.16% 3.45%
SMALL BLEND PSSMX PSSMX 39% 3 60 0 0.54% 4.25%
Mid-Cap Growth PFPPX PFPPX 38% 3 60 0 0.76% 0%
LARGE GROWTH RGACX RGACX 37% 3 60 0 0.3% 8.34%
LARGE VALUE RWMCX RWMCX 35% 3 60 0 0.26% 6.37%
LARGE BLEND PLFMX PLFMX 32% 3 60 0 0.52% 4.04%
SMALL BLEND PSBMX PSBMX 31% 3 60 0 1.62% 3.18%
LARGE VALUE PEIOX PEIOX 5% 3 60 0 1.62% 2.62%
MID-CAP VALUE PJPPX PJPPX 0% 3 60 0 1.26% 10.3%
Average Expense Ratio: 0.78%
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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 0.1% 6.9% -0.6% 5.4% 3.8% 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 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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