MyPlanIQ 401k Investor Nature`s Sunshine Products Inc. Tax Deferred Retirement Plan

Nature`s Sunshine Products Inc. Tax Deferred Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PREPX Principal Real Estate Securities R5
Emerging Market
DIVERSIFIED EMERGING MKTS PEPSX Principal Intl Emerging Markets R5
INTERNATIONAL EQUITY
Foreign Large Blend PINPX Principal Diversified Intl R5
Foreign Large Blend HIINX Harbor International Inv
Others
Target Date 2046-2050 PTEFX Principal LifeTime 2050 R5
Target Date 2036-2040 PTDPX Principal LifeTime 2040 R5
Target Date 2026-2030 PTCPX Principal LifeTime 2030 R5
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
High Yield Bond FAHYX Fidelity Advisor High Income Advantage T
Intermediate Government FVITX Fidelity Advisor Government Income T
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PREPX Principal Real Estate Securities R5
Emerging Market
DIVERSIFIED EMERGING MKTS PEPSX Principal Intl Emerging Markets R5
INTERNATIONAL EQUITY
Foreign Large Blend PINPX Principal Diversified Intl R5
Foreign Large Blend HIINX Harbor International Inv
Others
Target Date 2046-2050 PTEFX Principal LifeTime 2050 R5
Target Date 2036-2040 PTDPX Principal LifeTime 2040 R5
Target Date 2026-2030 PTCPX Principal LifeTime 2030 R5
Target Date 2016-2020 PTBPX Principal LifeTime 2020 R5
Retirement Income PLSPX Principal LifeTime Strategic Inc R5
Aggressive Allocation PCWPX Principal SAM Conservative Growth R5
Conservative Allocation PCBFX Principal SAM Conservative Bal R5
Conservative Allocation PFIFX Principal SAM Flexible Income R5
Moderate Allocation PSBFX Principal SAM Balanced R5
Target Date 2000-2010 PTAPX Principal LifeTime 2010 R5
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
High Yield Bond FAHYX Fidelity Advisor High Income Advantage T
Intermediate Government FVITX Fidelity Advisor Government Income T
WORLD BOND FGBRX Templeton Global Bond R
US EQUITY
MID-CAP BLEND MPSIX Principal MidCap S&P 400 Index Inst
MID-CAP VALUE PABVX Principal MidCap Value I R5
SMALL BLEND PSSIX Principal SmallCap S&P 600 Index Inst
LARGE GROWTH PPUPX Principal Large Cap Growth I R5
LARGE BLEND PLFIX Principal Large Cap S&P 500 Index Inst
SMALL VALUE HRVIX Heartland Value Plus
LARGE BLEND PSGFX Principal SAM Strategic Growth R5
LARGE VALUE MDDVX BlackRock Equity Dividend Inv A
LARGE BLEND RFNEX American Funds Fundamental Investors R4
Mid-Cap Growth LACAX Columbia Acorn A
Small Growth LADRX Lord Abbett Developing Growth R3
Total Available Funds: 29
  • 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 PREPX Principal Real Estate Securities R5 77% 3 60 0 1.99% 3.49%
Emerging Market
DIVERSIFIED EMERGING MKTS PEPSX Principal Intl Emerging Markets R5 90% 3 60 0 1.11% 1.14%
INTERNATIONAL EQUITY
Foreign Large Blend PINPX Principal Diversified Intl R5 88% 3 60 0 0.78% 0.72%
Foreign Large Blend HIINX Harbor International Inv 60% 3 60 0 0.69% 2.63%
Others
Target Date 2046-2050 PTEFX Principal LifeTime 2050 R5 99% 3 60 0 1.04% 1.35%
Target Date 2036-2040 PTDPX Principal LifeTime 2040 R5 93% 3 60 0 1% 1.65%
Target Date 2026-2030 PTCPX Principal LifeTime 2030 R5 91% 3 60 0 1.45% 2.1%
Target Date 2016-2020 PTBPX Principal LifeTime 2020 R5 88% 3 60 0 0.91% 2.54%
Retirement Income PLSPX Principal LifeTime Strategic Inc R5 83% 3 60 0 1.4% 4.54%
Aggressive Allocation PCWPX Principal SAM Conservative Growth R5 74% 3 60 0 1.09% 10.56%
Conservative Allocation PCBFX Principal SAM Conservative Bal R5 68% 3 60 0 0.82% 4.31%
Conservative Allocation PFIFX Principal SAM Flexible Income R5 67% 3 60 0 0.79% 2.29%
Moderate Allocation PSBFX Principal SAM Balanced R5 65% 3 60 0 1.08% 7.39%
Target Date 2000-2010 PTAPX Principal LifeTime 2010 R5 0% 3 60 0 0.72% 7.25%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.84%
High Yield Bond FAHYX Fidelity Advisor High Income Advantage T 52% 3 60 0 0.75% 3.73%
Intermediate Government FVITX Fidelity Advisor Government Income T 18% 3 60 0 0.76% 1.64%
WORLD BOND FGBRX Templeton Global Bond R 16% 3 60 0 0.96% 3.61%
US EQUITY
MID-CAP BLEND MPSIX Principal MidCap S&P 400 Index Inst 81% 3 60 0 0.42% 1.23%
MID-CAP VALUE PABVX Principal MidCap Value I R5 79% 3 60 0 0.7% 6.39%
SMALL BLEND PSSIX Principal SmallCap S&P 600 Index Inst 78% 3 60 0 0.54% 10.04%
LARGE GROWTH PPUPX Principal Large Cap Growth I R5 77% 3 60 0 0.59% 9%
LARGE BLEND PLFIX Principal Large Cap S&P 500 Index Inst 76% 3 60 0 0.52% 2.38%
SMALL VALUE HRVIX Heartland Value Plus 64% 3 60 0 1.01% 2.23%
LARGE BLEND PSGFX Principal SAM Strategic Growth R5 61% 3 60 0 1.72% 8.26%
LARGE VALUE MDDVX BlackRock Equity Dividend Inv A 57% 3 60 0 1% 7.02%
LARGE BLEND RFNEX American Funds Fundamental Investors R4 53% 3 60 0 0.28% 1.63%
Mid-Cap Growth LACAX Columbia Acorn A 46% 3 60 0 1.83% 0%
Small Growth LADRX Lord Abbett Developing Growth R3 8% 3 60 0 0.59% 0%
Average Expense Ratio: 0.94%
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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*
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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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