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

Smartops Corporation 401K Profit Sharing Plan Trust

This Plan is unrated.
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGARX ING Global Real Estate R
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX Oppenheimer Developing Markets 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 Inc Bldr 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 Bd R
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGARX ING Global Real Estate R
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX Oppenheimer Developing Markets 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 G/I R2
EUROPE STOCK MREFX BlackRock EuroFund R
Foreign Large Blend BIFRX BlackRock International R
Foreign Large Blend HFORX Henderson Intl Opportunities R
Others
World Allocation MRLOX BlackRock Global Allocation R
World Allocation RIRBX American Funds Capital Inc Bldr R2
Natural Resources JNRRX Prudential Jennison Natural Resources R
Moderate Allocation JDBRX Janus Balanced R
Target Date 2036-2040 BRPHX BlackRock Lifecycle Prepared 2040 R
Target Date 2041-2045 BRPJX BlackRock LifePath Active 2045 R
Target Date 2026-2030 BRPEX BlackRock LifePath Active 2030 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 Bd R
Intermediate Government BGBRX BlackRock US Government Bond 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 NY Venture R
LARGE GROWTH RGABX American Funds Growth Fund of Amer R2
LARGE BLEND ITHRX Hartford Capital Appreciation R3
LARGE BLEND CCCRX Columbia Contrarian Core R
LARGE GROWTH FDNRX Franklin DynaTech R
LARGE BLEND LAVQX Lord Abbett Fundamental Equity R2
Small Growth MRUSX BlackRock Small Cap Growth II R
LARGE GROWTH PVYRX Putnam Voyager R
LARGE VALUE BRPBX BlackRock LifePath Active 2015 R
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
REAL ESTATE
Global Real Estate IGARX ING Global Real Estate R 0% 3 60 0 1.51% 20.83%
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX Oppenheimer Developing Markets N 63% 3 60 0 0.84% 0%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA MRPCX BlackRock Pacific R 67% 3 60 0 0.81% 2.75%
Foreign Large Growth TGVRX Thornburg International Value R3 62% 3 60 0 1.36% 1.37%
WORLD STOCK RSLBX American Funds SMALLCAP World R2 58% 3 60 0 0.66% 0.02%
WORLD STOCK RWIBX American Funds Capital World G/I R2 57% 3 60 0 0.53% 0.59%
EUROPE STOCK MREFX BlackRock EuroFund R 32% 3 60 0 0.99% 1.54%
Foreign Large Blend BIFRX BlackRock International R 20% 3 60 0 0.65% 0%
Foreign Large Blend HFORX Henderson Intl Opportunities R 0% 3 60 0 0.99% 8.77%
Others
World Allocation MRLOX BlackRock Global Allocation R 73% 3 60 0 0.84% 1.01%
World Allocation RIRBX American Funds Capital Inc Bldr R2 56% 3 60 0 0.26% 2.08%
Natural Resources JNRRX Prudential Jennison Natural Resources R 49% 3 60 0 0.9% 0.67%
Moderate Allocation JDBRX Janus Balanced R 12% 3 60 0 0.7% 1.09%
Target Date 2036-2040 BRPHX BlackRock Lifecycle Prepared 2040 R 0% 3 60 0 0.81% 23.59%
Target Date 2041-2045 BRPJX BlackRock LifePath Active 2045 R 0% 3 60 0 0.82% 23.8%
Target Date 2026-2030 BRPEX BlackRock LifePath Active 2030 R 0% 3 60 0 0.81% 23.97%
FIXED INCOME
Multisector Bond STIRX Pioneer Strategic Income R 66% 3 60 0 0.59% 4.04%
Intermediate-Term Bond PTRRX PIMCO Total Return R 65% 3 60 0 0.8% 3.73%
Short-Term Bond BLDPX BlackRock Low Duration Bd R 27% 3 60 0 1.4% 3.34%
Intermediate Government BGBRX BlackRock US Government Bond R 10% 3 60 0 0.61% 2.9%
US EQUITY
Mid-Cap Growth KAUFX Federated Kaufmann R 64% 3 60 0 2.51% 10.8%
LARGE VALUE MRDVX BlackRock Equity Dividend R 55% 3 60 0 1% 5.66%
MID-CAP VALUE MRRFX BlackRock Mid Cap Value Opportunities R 54% 3 60 0 0.69% 1.23%
LARGE VALUE ERSTX Eaton Vance Large-Cap Value R 46% 3 60 0 1.27% 0.53%
LARGE VALUE MRBVX BlackRock Basic Value R 45% 3 60 0 0.54% 2.14%
LARGE BLEND NYVRX Davis NY Venture R 41% 3 60 0 1.75% 0.9%
LARGE GROWTH RGABX American Funds Growth Fund of Amer R2 35% 3 60 0 0.3% 9.87%
LARGE BLEND ITHRX Hartford Capital Appreciation R3 21% 3 60 0 0.79% 8.71%
LARGE BLEND CCCRX Columbia Contrarian Core R 11% 3 60 0 0.72% 0.09%
LARGE GROWTH FDNRX Franklin DynaTech R 11% 3 60 0 0.45% 0%
LARGE BLEND LAVQX Lord Abbett Fundamental Equity R2 10% 3 60 0 0.63% 0.58%
Small Growth MRUSX BlackRock Small Cap Growth II R 0% 3 60 0 1.89% 15.2%
LARGE GROWTH PVYRX Putnam Voyager R 0% 3 60 0 1.42% 5.2%
LARGE VALUE BRPBX BlackRock LifePath Active 2015 R 0% 3 60 0 0.81% 88.31%
Average Expense Ratio: 0.93%
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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
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