MyPlanIQ 401k Investor foo test

foo test

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Conservative Allocation BAICX BlackRock Multi-Asset Income Investor A
ROOT CASH CASH
Managed Futures AMFQX 361 Managed Futures Strategy A
US EQUITY
SMALL VALUE IWN iShares Russell 2000 Value Index
LARGE GROWTH IVW iShares S&P 500 Growth Index
LARGE VALUE IVE iShares S&P 500 Value Index
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Conservative Allocation BAICX BlackRock Multi-Asset Income Investor A
ROOT CASH CASH
Managed Futures AMFQX 361 Managed Futures Strategy A
Long/Short Equity MFLDX Marketfield
US EQUITY
SMALL VALUE IWN iShares Russell 2000 Value Index
LARGE GROWTH IVW iShares S&P 500 Growth Index
LARGE VALUE IVE iShares S&P 500 Value Index
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index
LARGE BLEND IYY iShares Dow Jones U.S. Index
MID-CAP BLEND IJH iShares S&P MidCap 400 Index
LARGE BLEND IVV iShares S&P 500 Index
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
Others
Conservative Allocation BAICX BlackRock Multi-Asset Income Investor A 34% 3 60 0 0.82% 4.65%
ROOT CASH CASH 0% 3 60 0 NA 4.14%
Managed Futures AMFQX 361 Managed Futures Strategy A 0% 3 60 0 2.33% 0%
Long/Short Equity MFLDX Marketfield 0% 3 60 0 2.06% 0.67%
US EQUITY
SMALL VALUE IWN iShares Russell 2000 Value Index 100% 3 60 0 0.24% 2.07%
LARGE GROWTH IVW iShares S&P 500 Growth Index 99% 3 60 0 0.18% 0.93%
LARGE VALUE IVE iShares S&P 500 Value Index 99% 3 60 0 0.18% 1.6%
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index 98% 3 60 0 0.18% 1.71%
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index 98% 3 60 0 0.17% 1.03%
LARGE BLEND IYY iShares Dow Jones U.S. Index 96% 3 60 0 0.2% 1.21%
MID-CAP BLEND IJH iShares S&P MidCap 400 Index 94% 3 60 0 0.05% 1.4%
LARGE BLEND IVV iShares S&P 500 Index 93% 3 60 0 0.03% 1.35%
Average Expense Ratio: 0.59%
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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(Ticker:SNPS)
The plan consists of 12 funds. It covers 1 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity.

This plan is the deferred compensation plan for Synospsys executives. 



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