MyPlanIQ 401k Investor Synchronoss 401k Plan

Synchronoss 401k Plan

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FREAX Nuveen Real Estate Secs A
INTERNATIONAL EQUITY
Foreign Large Growth TGVRX Thornburg International Value R3
WORLD STOCK OPPAX Oppenheimer Global A
Others
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R
US EQUITY
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
LARGE BLEND SVSPX SSgA S&P 500 Index Securities Lending Series Fund - Class VIII
MID-CAP VALUE ABASX AllianceBern Discovery Value A
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FREAX Nuveen Real Estate Secs A
INTERNATIONAL EQUITY
Foreign Large Growth TGVRX Thornburg International Value R3
WORLD STOCK OPPAX Oppenheimer Global A
Others
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 R
Target Date 2046-2050 RRTFX T. Rowe Price Retirement 2050 R
Target Date 2041-2045 RRTRX T. Rowe Price Retirement 2045 R
Technology SLMCX Columbia Seligman Comms & Info A
Target Date 2031-2035 RRTPX T. Rowe Price Retirement 2035 R
Target Date 2021-2025 RRTNX T. Rowe Price Retirement 2025 R
Target Date 2011-2015 RRTMX T. Rowe Price Retirement 2015 R
Retirement Income RRTIX T. Rowe Price Retirement Income R
ROOT CASH SSgA Cash Series U.S. Government Fund - Class L
US EQUITY
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
LARGE BLEND SVSPX SSgA S&P 500 Index Securities Lending Series Fund - Class VIII
MID-CAP VALUE ABASX AllianceBern Discovery Value A
LARGE VALUE PEYAX Putnam Equity Income A
LARGE VALUE MVRRX MFS Value R2
SMALL VALUE GSSMX Goldman Sachs Small Cap Value A
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
SMALL BLEND RHFKX Royce Heritage K
MID-CAP BLEND GTAGX Invesco Mid Cap Core Equity A
MID-CAP BLEND QVSCX Oppenheimer Small & Mid Cap Value A
LARGE BLEND RCEKX RS Large Cap Alpha K
FIXED INCOME
High Yield Bond PBHAX Prudential High-Yield A
Multisector Bond LBNRX Lord Abbett Bond-Debenture R3
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
REAL ESTATE
REAL ESTATE FREAX Nuveen Real Estate Secs A 53% 3 60 0 0.97% 8.57%
INTERNATIONAL EQUITY
Foreign Large Growth TGVRX Thornburg International Value R3 62% 3 60 0 1.36% 1.37%
WORLD STOCK OPPAX Oppenheimer Global A 48% 3 60 0 1.31% 11.19%
Others
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R 66% 3 60 0 0.99% 3.65%
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R 65% 3 60 0 0.6% 1.88%
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R 63% 3 60 0 1.08% 1.74%
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 R 60% 3 60 0 0.78% 3.87%
Target Date 2046-2050 RRTFX T. Rowe Price Retirement 2050 R 59% 3 60 0 0.63% 0.92%
Target Date 2041-2045 RRTRX T. Rowe Price Retirement 2045 R 49% 3 60 0 1.12% 0.99%
Technology SLMCX Columbia Seligman Comms & Info A 46% 3 60 0 1.43% 14.3%
Target Date 2031-2035 RRTPX T. Rowe Price Retirement 2035 R 45% 3 60 0 0.84% 1.36%
Target Date 2021-2025 RRTNX T. Rowe Price Retirement 2025 R 44% 3 60 0 1.05% 2.07%
Target Date 2011-2015 RRTMX T. Rowe Price Retirement 2015 R 43% 3 60 0 0.76% 2.31%
Retirement Income RRTIX T. Rowe Price Retirement Income R 42% 3 60 0 0.49% 3.14%
ROOT CASH SSgA Cash Series U.S. Government Fund - Class L 0% 0 60 0 NA 2.6%
US EQUITY
LARGE GROWTH ALARX Alger Capital Appreciation Instl I 94% 3 60 0 1.68% 14.19%
LARGE BLEND SVSPX SSgA S&P 500 Index Securities Lending Series Fund - Class VIII 75% 3 60 0 0.16% 1.24%
MID-CAP VALUE ABASX AllianceBern Discovery Value A 61% 3 60 0 0.86% 0.51%
LARGE VALUE PEYAX Putnam Equity Income A 58% 3 60 0 1.14% 0.9%
LARGE VALUE MVRRX MFS Value R2 53% 3 60 0 0.8% 0.96%
SMALL VALUE GSSMX Goldman Sachs Small Cap Value A 39% 3 60 0 1.23% 20.07%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 0.09%
SMALL BLEND RHFKX Royce Heritage K 0% 3 60 0 1.62% 5.45%
MID-CAP BLEND GTAGX Invesco Mid Cap Core Equity A 0% 3 60 0 1.23% 21.75%
MID-CAP BLEND QVSCX Oppenheimer Small & Mid Cap Value A 0% 3 60 0 1.16% 13.38%
LARGE BLEND RCEKX RS Large Cap Alpha K 0% 3 60 0 0.68% 0.86%
FIXED INCOME
High Yield Bond PBHAX Prudential High-Yield A 61% 3 60 0 0.51% 6.58%
Multisector Bond LBNRX Lord Abbett Bond-Debenture R3 13% 3 60 0 0.58% 3.79%
Average Expense Ratio: 0.94%
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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 1.4% 10.4% 3.8% 5.4% 4.4% 7.0%

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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*
Click for Portfolio Details or Follow 0.5% 9.2% 1.6% 5.2% 5.2% 6.9%

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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*
Click for Portfolio Details or Follow 3.4% 10.3% -1.3% 2.7% 2.4% 5.3%

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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(Ticker:)
The plan consists of 28 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, REITs, Fixed Income and Foreign Equity.




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