MyPlanIQ ATOS 401(k) Plan

ATOS 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX
INTERNATIONAL EQUITY
Foreign Large Growth VWILX VWILX
EUROPE STOCK VESSX VESSX
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Retirement Income VTINX VTINX
FIXED INCOME
Intermediate-Term Bond VBTIX VBTIX
High Yield Bond SAMHX SAMHX
Money Market CASH FRTXX
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX
INTERNATIONAL EQUITY
Foreign Large Growth VWILX VWILX
EUROPE STOCK VESSX VESSX
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Retirement Income VTINX VTINX
Target Date 2031-2035 VTTHX VTTHX
Moderate Allocation VWENX VWENX
Target Date 2046-2050 VFIFX VFIFX
Target Date 2036-2040 VFORX VFORX
Target Date 2026-2030 VTHRX VTHRX
Target Date 2016-2020 VTWNX VTWNX
Target Date 2011-2015 VTXVX VTXVX
Target Date 2000-2010 VTENX VTENX
FIXED INCOME
Intermediate-Term Bond VBTIX VBTIX
High Yield Bond SAMHX SAMHX
Money Market CASH FRTXX
US EQUITY
LARGE GROWTH VPMAX VPMAX
LARGE VALUE VWNAX VWNAX
LARGE BLEND VINIX VINIX
SMALL VALUE DEVIX DEVIX
LARGE GROWTH VWUAX VWUAX
Mid-Cap Growth IYMIX IYMIX
Small Growth ORIYX ORIYX
MID-CAP VALUE PIMVX PIMVX
Total Available Funds: 25
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX 89% 3 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Growth VWILX VWILX 83% 3 60 0 0.45% 1.94%
EUROPE STOCK VESSX VESSX 0% 3 60 0 0.14% 3.32%
Others
Target Date 2021-2025 VTTVX VTTVX 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX VTIVX 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX VTINX 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX VTTHX 96% 3 60 0 0.08% 2.34%
Moderate Allocation VWENX VWENX 90% 3 60 0 0.17% 12.42%
Target Date 2046-2050 VFIFX VFIFX 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX VFORX 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX VTHRX 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX VTWNX 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX VTXVX 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX VTENX 0% 3 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond VBTIX VBTIX 94% 3 60 0 0.15% 3.27%
High Yield Bond SAMHX SAMHX 86% 3 60 0 0.82% 6.01%
Money Market CASH FRTXX 0% 3 60 0 NA 4.14%
US EQUITY
LARGE GROWTH VPMAX VPMAX 88% 3 60 0 0.31% 7.88%
LARGE VALUE VWNAX VWNAX 81% 3 60 0 0.26% 1.59%
LARGE BLEND VINIX VINIX 78% 3 60 0 0.02% 1.36%
SMALL VALUE DEVIX DEVIX 78% 3 60 0 1.36% 1.29%
LARGE GROWTH VWUAX VWUAX 71% 3 60 0 0.33% 0%
Mid-Cap Growth IYMIX IYMIX 67% 3 60 0 0.79% 5.83%
Small Growth ORIYX ORIYX 3% 3 60 0 1.6% 49.35%
MID-CAP VALUE PIMVX PIMVX 0% 3 60 0 1.22% 20.61%
Average Expense Ratio: 0.39%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 2.0% 7.5% -0.6% 6.7% 6.3% 7.9%

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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
This plan consists of 25 funds, some of them are: VPMAX, VWUAX, VWNAX, VINIX, IYMIX, PIMVX.


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