MyPlanIQ 401k Investor Global Imaging Systems 401 K Retirement Plan

Global Imaging Systems 401 K Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK MDISX Mutual Global Discovery Z
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
US EQUITY
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I
LARGE VALUE MEIJX MFS Value R4
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK MDISX Mutual Global Discovery Z
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
US EQUITY
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I
LARGE VALUE MEIJX MFS Value R4
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
Small Growth SIGWX Sentinel Small Company I
Mid-Cap Growth PEEAX Prudential Jennison Mid Cap Growth A
SMALL VALUE PSOAX JPMorgan Small Cap Value A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
Total Available Funds: 12
  • 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
WORLD STOCK MDISX Mutual Global Discovery Z 94% 3 60 0 1.45% 1.91%
Foreign Large Blend RERCX American Funds EuroPacific Gr R3 55% 3 60 0 0.9% 3.46%
Others
Moderate Allocation OAKBX Oakmark Equity & Income I 91% 3 60 0 0.83% 2.3%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 4.94%
US EQUITY
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv 98% 3 60 0 0.04% 1.35%
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I 92% 3 60 0 0.79% 1.12%
LARGE VALUE MEIJX MFS Value R4 91% 3 60 0 0.8% 8.61%
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv 79% 3 60 0 0.09% 1.79%
Small Growth SIGWX Sentinel Small Company I 62% 3 60 0 0.81% 0.14%
Mid-Cap Growth PEEAX Prudential Jennison Mid Cap Growth A 55% 3 60 0 1.08% 4.35%
SMALL VALUE PSOAX JPMorgan Small Cap Value A 42% 3 60 0 1.24% 1.56%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A 41% 3 60 0 0.3% 0%
Average Expense Ratio: 0.76%
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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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