MyPlanIQ 401k Investor Blackbird Technologies Inc. 401(k) Plan

Blackbird Technologies Inc. 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE OREAX Oppenheimer Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS EMGAX Wells Fargo Advantage Emerg Mkts Eq A
INTERNATIONAL EQUITY
Foreign Large Growth AIIEX Invesco International Growth A
WORLD STOCK OPPAX Oppenheimer Global A
Foreign Large Value ICEYX MainStay ICAP International R2
Others
Technology IFOAX Invesco Technology Sector A
Moderate Allocation ACEIX Invesco Van Kampen Equity and Income A
Target Date 2021-2025 LTIAX AllianceBern 2025 Retirement Strat A
FIXED INCOME
High Yield Bond EVIBX Eaton Vance Income Fund of Boston A
Short-Term Bond NARAX Virtus Multi-Sector S/T Bd A
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE OREAX Oppenheimer Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS EMGAX Wells Fargo Advantage Emerg Mkts Eq A
INTERNATIONAL EQUITY
Foreign Large Growth AIIEX Invesco International Growth A
WORLD STOCK OPPAX Oppenheimer Global A
Foreign Large Value ICEYX MainStay ICAP International R2
Others
Technology IFOAX Invesco Technology Sector A
Moderate Allocation ACEIX Invesco Van Kampen Equity and Income A
Target Date 2021-2025 LTIAX AllianceBern 2025 Retirement Strat A
Target Date 2026-2030 LTJAX AllianceBern 2030 Retirement Strat A
Target Date 2036-2040 LTLAX AllianceBern 2040 Retirement Strat A
Target Date 2011-2015 LTEAX AllianceBern 2015 Retirement Strat A
Target Date 2031-2035 LTKAX AllianceBern 2035 Retirement Strat A
Target Date 2046-2050 LTQAX AllianceBern 2050 Retirement Strat A
Target Date 2000-2010 LTDAX AllianceBern 2010 Retirement Strat A
Target Date 2041-2045 LTPAX AllianceBern 2045 Retirement Strat A
Target Date 2000-2010 LTAAX AllianceBern 2000 Retirement Strat A
Target Date 2000-2010 LTBAX AllianceBern 2005 Retirement Strat A
Target Date 2016-2020 LTHAX AllianceBern 2020 Retirement Strat A
Target Date 2051+ LTWAX AllianceBern 2055 Retirement Strat A
FIXED INCOME
High Yield Bond EVIBX Eaton Vance Income Fund of Boston A
Short-Term Bond NARAX Virtus Multi-Sector S/T Bd A
US EQUITY
LARGE BLEND VADAX Invesco Equally-Wtd S&P 500 A
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A
Small Growth PGOAX Prudential Jennison Small Company A
LARGE GROWTH OPTFX Oppenheimer Capital Appreciation A
LARGE BLEND PWBAX Virtus AlphaSector Rotation A
Mid-Cap Growth VGRAX Invesco Van Kampen Mid Cap Gr A
MID-CAP VALUE FMIVX Virtus Mid-Cap Value A
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 OREAX Oppenheimer Real Estate A 0% 3 60 0 1.34% 1.9%
Emerging Market
DIVERSIFIED EMERGING MKTS EMGAX Wells Fargo Advantage Emerg Mkts Eq A 65% 3 60 0 1.11% 0.74%
INTERNATIONAL EQUITY
Foreign Large Growth AIIEX Invesco International Growth A 52% 3 60 0 1.6% 1.6%
WORLD STOCK OPPAX Oppenheimer Global A 49% 3 60 0 1.31% 0%
Foreign Large Value ICEYX MainStay ICAP International R2 0% 3 60 0 1.52% 1.34%
Others
Technology IFOAX Invesco Technology Sector A 61% 3 60 0 1.28% 0%
Moderate Allocation ACEIX Invesco Van Kampen Equity and Income A 49% 3 60 0 1.04% 1.42%
Target Date 2021-2025 LTIAX AllianceBern 2025 Retirement Strat A 0% 3 60 0 1.04% 1.58%
Target Date 2026-2030 LTJAX AllianceBern 2030 Retirement Strat A 0% 3 60 0 1.06% 1.29%
Target Date 2036-2040 LTLAX AllianceBern 2040 Retirement Strat A 0% 3 60 0 1.06% 0.73%
Target Date 2011-2015 LTEAX AllianceBern 2015 Retirement Strat A 0% 3 60 0 0.98% 2.22%
Target Date 2031-2035 LTKAX AllianceBern 2035 Retirement Strat A 0% 3 60 0 1.06% 0.92%
Target Date 2046-2050 LTQAX AllianceBern 2050 Retirement Strat A 0% 3 60 0 1.06% 6.53%
Target Date 2000-2010 LTDAX AllianceBern 2010 Retirement Strat A 0% 3 60 0 0.94% 2.14%
Target Date 2041-2045 LTPAX AllianceBern 2045 Retirement Strat A 0% 3 60 0 1.06% 0.79%
Target Date 2000-2010 LTAAX AllianceBern 2000 Retirement Strat A 0% 3 60 0 0.86% 1.94%
Target Date 2000-2010 LTBAX AllianceBern 2005 Retirement Strat A 0% 3 60 0 0.92% 2.05%
Target Date 2016-2020 LTHAX AllianceBern 2020 Retirement Strat A 0% 3 60 0 1.02% 1.86%
Target Date 2051+ LTWAX AllianceBern 2055 Retirement Strat A 0% 3 60 0 1.06% 2.38%
FIXED INCOME
High Yield Bond EVIBX Eaton Vance Income Fund of Boston A 50% 3 60 0 0.66% 5.56%
Short-Term Bond NARAX Virtus Multi-Sector S/T Bd A 48% 3 60 0 0.9% 3.61%
US EQUITY
LARGE BLEND VADAX Invesco Equally-Wtd S&P 500 A 52% 3 60 0 0.78% 0%
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A 48% 3 60 0 1.27% 2.98%
Small Growth PGOAX Prudential Jennison Small Company A 45% 3 60 0 0.82% 0.38%
LARGE GROWTH OPTFX Oppenheimer Capital Appreciation A 36% 3 60 0 0.63% 0%
LARGE BLEND PWBAX Virtus AlphaSector Rotation A 0% 3 60 0 1.11% 0%
Mid-Cap Growth VGRAX Invesco Van Kampen Mid Cap Gr A 0% 3 60 0 1.16% 0%
MID-CAP VALUE FMIVX Virtus Mid-Cap Value A 0% 3 60 0 1.47% 3.5%
Average Expense Ratio: 1.08%
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Model Portfolios

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
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