MyPlanIQ 401k Investor Alloy Carbide Company 401K Profit Sharing

Alloy Carbide Company 401K Profit Sharing

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEMSX DFA Emerging Markets Small Cap I
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Inst
INTERNATIONAL EQUITY
Foreign Large Value MYIIX MainStay 130/30 International I
Foreign Large Growth JOHIX JOHCM International Select I
FOREIGN SMALL/MID GROWTH OSCIX Oppenheimer International Small Co I
Others
Health PHSZX Prudential Jennison Health Sciences Z
Natural Resources VMIAX Vanguard Materials Index Adm
Technology USSCX USAA Science & Technology
FIXED INCOME
Short-Term Bond LLDYX Lord Abbett Short Duration Income I
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
Intermediate Government VFIJX Vanguard GNMA Adm
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEMSX DFA Emerging Markets Small Cap I
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Inst
INTERNATIONAL EQUITY
Foreign Large Value MYIIX MainStay 130/30 International I
Foreign Large Growth JOHIX JOHCM International Select I
FOREIGN SMALL/MID GROWTH OSCIX Oppenheimer International Small Co I
Others
Health PHSZX Prudential Jennison Health Sciences Z
Natural Resources VMIAX Vanguard Materials Index Adm
Technology USSCX USAA Science & Technology
Nontraditional Bond CPHUX Columbia Strategic Income Y
FIXED INCOME
Short-Term Bond LLDYX Lord Abbett Short Duration Income I
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
Intermediate Government VFIJX Vanguard GNMA Adm
Multisector Bond PONPX PIMCO Income P
WORLD BOND TGBAX Templeton Global Bond Adv
WORLD BOND VTABX Vanguard Total Intl Bd Idx Admiral
US EQUITY
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
LARGE GROWTH VIGAX Vanguard Growth Index Adm
Mid-Cap Growth MGRFX MassMutual Select Mid Cap Gr Eq II S
LARGE VALUE HOVLX Homestead Value
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
LARGE VALUE VVIAX Vanguard Value Index Adm
LARGE BLEND VFIAX Vanguard 500 Index Admiral
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral
MID-CAP VALUE VMVAX Vanguard Mid-Cap Value Index Admiral
Small Growth FGROX Emerald Growth Institutional
LARGE BLEND JIARX JPMorgan Intrepid America R5
Total Available Funds: 28
  • 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 DEMSX DFA Emerging Markets Small Cap I 95% 3 60 0 0.59% 3%
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Inst 81% 3 60 0 1.99% 3.53%
INTERNATIONAL EQUITY
Foreign Large Value MYIIX MainStay 130/30 International I 94% 3 60 0 1.52% 2.03%
Foreign Large Growth JOHIX JOHCM International Select I 11% 3 60 0 0.98% 1.94%
FOREIGN SMALL/MID GROWTH OSCIX Oppenheimer International Small Co I 3% 3 60 0 0.97% 0%
Others
Health PHSZX Prudential Jennison Health Sciences Z 63% 3 60 0 0.77% 1.36%
Natural Resources VMIAX Vanguard Materials Index Adm 60% 3 60 0 0.1% 1.69%
Technology USSCX USAA Science & Technology 56% 3 60 0 0.95% 0%
Nontraditional Bond CPHUX Columbia Strategic Income Y 1% 3 60 0 0.64% 5.05%
FIXED INCOME
Short-Term Bond LLDYX Lord Abbett Short Duration Income I 92% 3 60 0 0.98% 4.84%
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm 91% 3 60 0 0.07% 4.34%
Intermediate Government VFIJX Vanguard GNMA Adm 88% 3 60 0 0.11% 3.34%
Multisector Bond PONPX PIMCO Income P 71% 3 60 0 0.51% 7.13%
WORLD BOND TGBAX Templeton Global Bond Adv 52% 3 60 0 0.64% 4.14%
WORLD BOND VTABX Vanguard Total Intl Bd Idx Admiral 3% 3 60 0 0.07% 2.03%
US EQUITY
LARGE GROWTH ALARX Alger Capital Appreciation Instl I 95% 3 60 0 1.68% 0%
LARGE GROWTH VIGAX Vanguard Growth Index Adm 84% 3 60 0 0.04% 0.53%
Mid-Cap Growth MGRFX MassMutual Select Mid Cap Gr Eq II S 84% 3 60 0 0.76% 5.6%
LARGE VALUE HOVLX Homestead Value 81% 3 60 0 0.62% 1.32%
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm 81% 3 60 0 0.03% 1.34%
SMALL BLEND VSMAX Vanguard Small Cap Index Adm 80% 3 60 0 0.05% 1.54%
LARGE VALUE VVIAX Vanguard Value Index Adm 78% 3 60 0 0.05% 2.35%
LARGE BLEND VFIAX Vanguard 500 Index Admiral 78% 3 60 0 0.14% 1.35%
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm 74% 3 60 0 0.06% 1.29%
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral 30% 3 60 0 0.07% 2.12%
MID-CAP VALUE VMVAX Vanguard Mid-Cap Value Index Admiral 26% 3 60 0 0.07% 2.27%
Small Growth FGROX Emerald Growth Institutional 5% 3 60 0 1.68% 3.25%
LARGE BLEND JIARX JPMorgan Intrepid America R5 0% 3 60 0 0.44% 1.15%
Average Expense Ratio: 0.59%
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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 0.3% 9.1% -0.5% 3.5% 4.3% 7.3%

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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(Ticker:SNPS)
The plan consists of 28 funds. It covers 5 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, REITs and Emerging Market Equity.

Synopsys (Ticker: SNPS) is one of the largest electronic design automation (EDA) software providers. Its 401(k) plan provides a solid and relatively complete asset coverage in terms of equities. It is light in fixed income funds. Both REIT and commodities related funds are missing.



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