MyPlanIQ 401k Investor Electrical Workers Local No. 292 Defined Contribution And 401 K Plan

Electrical Workers Local No. 292 Defined Contribution And 401 K Plan Investment Model Portfolios

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ELECTRICAL WORKERS LOCAL NO. 292 DEFINED CONTRIBUTION AND 401K PLAN
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas T
Others
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Intermediate-Term Bond PTTAX PIMCO Total Return A
US EQUITY
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment A
LARGE VALUE PNEAX Allianz NFJ Dividend Value A
LARGE BLEND NYVTX Davis NY Venture A
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas T
Others
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 Adv
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Adv
Retirement Income PARIX T. Rowe Price Retirement Income Adv
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Intermediate-Term Bond PTTAX PIMCO Total Return A
US EQUITY
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment A
LARGE VALUE PNEAX Allianz NFJ Dividend Value A
LARGE BLEND NYVTX Davis NY Venture A
LARGE BLEND MUBFX MainStay MAP I
LARGE VALUE MEIAX MFS Value A
Mid-Cap Growth LACAX Columbia Acorn A
SMALL VALUE PSOAX JPMorgan Small Cap Value A
Mid-Cap Growth LTFAX Columbia Acorn Select A
LARGE GROWTH JANSX Janus T
Total Available Funds: 20
  • 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
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas T 95% 3 60 0 2.06% 1.45%
Others
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 100% 3 60 0 0.76% 3.95%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 3 60 0 0.78% 4.22%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 97% 3 60 0 0.84% 2.37%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 96% 3 60 0 1.05% 4.08%
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 Adv 68% 3 60 0 0.99% 2.75%
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv 67% 3 60 0 1.08% 3.19%
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Adv 67% 3 60 0 0.6% 2.08%
Retirement Income PARIX T. Rowe Price Retirement Income Adv 44% 3 60 0 0.49% 2.72%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 4.05%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.01%
US EQUITY
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment A 93% 3 60 0 1.15% 1.33%
LARGE VALUE PNEAX Allianz NFJ Dividend Value A 92% 3 60 0 1.72% 1.48%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 19.91%
LARGE BLEND MUBFX MainStay MAP I 83% 3 60 0 1.04% 1.72%
LARGE VALUE MEIAX MFS Value A 54% 3 60 0 0.8% 1.19%
Mid-Cap Growth LACAX Columbia Acorn A 45% 3 60 0 1.83% 0%
SMALL VALUE PSOAX JPMorgan Small Cap Value A 42% 3 60 0 1.24% 0.84%
Mid-Cap Growth LTFAX Columbia Acorn Select A 0% 3 60 0 1.17% 11.43%
LARGE GROWTH JANSX Janus T 0% 3 60 0 0.9% 5.24%
Average Expense Ratio: 1.09%
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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*
Click to Create Model Portfolio

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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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