MyPlanIQ 401k Investor Qinetiq North America 401 K Plan

Qinetiq North America 401 K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value AFJAX Allianz NFJ International Value A
Foreign Large Value ANJRX Allianz NFJ International Value R
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
Multisector Bond NEFZX Loomis Sayles Strategic Income A
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Instl
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value AFJAX Allianz NFJ International Value A
Foreign Large Value ANJRX Allianz NFJ International Value R
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
Multisector Bond NEFZX Loomis Sayles Strategic Income A
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Instl
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
LARGE VALUE MEIHX MFS Value R3
Small Growth RYVPX Royce Value Plus Svc
LARGE BLEND NYVTX Davis NY Venture A
SMALL VALUE JISCX Perkins Small Cap Value S
LARGE GROWTH THGRX Thornburg Core Growth R5
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
Foreign Large Value AFJAX Allianz NFJ International Value A 2% 3 60 0 1.01% 2.05%
Foreign Large Value ANJRX Allianz NFJ International Value R 0% 3 60 0 1.47% 1.64%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A 53% 3 60 0 0.8% 4.84%
Multisector Bond NEFZX Loomis Sayles Strategic Income A 29% 3 60 0 0.94% 7.28%
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Instl 86% 3 60 0 0.02% 1.36%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z 77% 3 60 0 1.13% 1.47%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A 47% 3 60 0 0.3% 0%
LARGE VALUE MEIHX MFS Value R3 42% 3 60 0 0.8% 8.39%
Small Growth RYVPX Royce Value Plus Svc 32% 3 60 0 1.24% 0%
LARGE BLEND NYVTX Davis NY Venture A 26% 3 60 0 1.75% 8.07%
SMALL VALUE JISCX Perkins Small Cap Value S 12% 3 60 0 1.36% 9.16%
LARGE GROWTH THGRX Thornburg Core Growth R5 0% 3 60 0 1.36% 0%
Average Expense Ratio: 1.02%
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Related Retirement Plans
QINETIQ NORTH AMERICA 401K PLAN
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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