MyPlanIQ 401k Investor Patriot National Insurance Group 401k Plan

Patriot National Insurance Group 401k Plan

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OPPAX oppax
Foreign Large Blend MRSHX mrshx
Others
Target Date 2046-2050 FFFQX fffqx
Target Date 2041-2045 FFFTX ffftx
Target Date 2031-2035 FTTHX ftthx
FIXED INCOME
Intermediate-Term Bond PTTAX pttax
Intermediate Government OGGAX oggax
Inflation-Protected Bond FAIPX faipx
US EQUITY
LARGE GROWTH EKJAX ekjax
LARGE VALUE MDDVX mddvx
Mid-Cap Growth PEEAX peeax
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OPPAX oppax
Foreign Large Blend MRSHX mrshx
Others
Target Date 2046-2050 FFFQX fffqx
Target Date 2041-2045 FFFTX ffftx
Target Date 2031-2035 FTTHX ftthx
Target Date 2021-2025 FTTWX fttwx
Target Date 2011-2015 FFVTX ffvtx
Target Date 2000-2010 FCFTX fcftx
Target Date 2000-2010 FFTVX fftvx
Target Date 2026-2030 FTFEX ftfex
Target Date 2036-2040 FTFFX ftffx
Target Date 2016-2020 FDTFX fdtfx
Target Date 2051+ FHFTX fhftx
Retirement Income FTAFX ftafx
Moderate Allocation JABRX jabrx
FIXED INCOME
Intermediate-Term Bond PTTAX pttax
Intermediate Government OGGAX oggax
Inflation-Protected Bond FAIPX faipx
ULTRASHORT BOND NVSIX Wells Fargo Stable Return Fund Class M
US EQUITY
LARGE GROWTH EKJAX ekjax
LARGE VALUE MDDVX mddvx
Mid-Cap Growth PEEAX peeax
MID-CAP VALUE MDRFX mdrfx
Small Growth QUASX quasx
MID-CAP BLEND NTIAX ntiax
SMALL VALUE PSOAX psoax
SMALL BLEND NMSAX nmsax
LARGE BLEND NEIAX neiax
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
INTERNATIONAL EQUITY
WORLD STOCK OPPAX oppax 49% 3 60 0 1.31% 0%
Foreign Large Blend MRSHX mrshx 47% 3 60 0 0.75% 0%
Others
Target Date 2046-2050 FFFQX fffqx 72% 3 60 0 1% 1.53%
Target Date 2041-2045 FFFTX ffftx 65% 3 60 0 1.25% 1.68%
Target Date 2031-2035 FTTHX ftthx 64% 3 60 0 0.96% 1.66%
Target Date 2021-2025 FTTWX fttwx 62% 3 60 0 1.62% 2.16%
Target Date 2011-2015 FFVTX ffvtx 61% 3 60 0 1.54% 2.55%
Target Date 2000-2010 FCFTX fcftx 59% 3 60 0 0.49% 2.74%
Target Date 2000-2010 FFTVX fftvx 56% 3 60 0 1.47% 2.94%
Target Date 2026-2030 FTFEX ftfex 56% 3 60 0 0.66% 1.88%
Target Date 2036-2040 FTFFX ftffx 55% 3 60 0 1.75% 1.38%
Target Date 2016-2020 FDTFX fdtfx 54% 3 60 0 0.51% 2.7%
Target Date 2051+ FHFTX fhftx 48% 3 60 0 0.75% 2.04%
Retirement Income FTAFX ftafx 44% 3 60 0 1.47% 2.69%
Moderate Allocation JABRX jabrx 22% 3 60 0 0.7% 2.82%
FIXED INCOME
Intermediate-Term Bond PTTAX pttax 65% 3 60 0 0.8% 4.84%
Intermediate Government OGGAX oggax 40% 3 60 0 0.48% 2.29%
Inflation-Protected Bond FAIPX faipx 0% 3 60 0 0.84% 1.59%
ULTRASHORT BOND NVSIX Wells Fargo Stable Return Fund Class M 0% 3 60 0 NA 0%
US EQUITY
LARGE GROWTH EKJAX ekjax 59% 3 60 0 1.11% 40.51%
LARGE VALUE MDDVX mddvx 57% 3 60 0 1% 7.02%
Mid-Cap Growth PEEAX peeax 55% 3 60 0 1.08% 4.35%
MID-CAP VALUE MDRFX mdrfx 55% 3 60 0 0.69% 3.77%
Small Growth QUASX quasx 48% 3 60 0 1.03% 0%
MID-CAP BLEND NTIAX ntiax 44% 3 60 0 0.2% 7.77%
SMALL VALUE PSOAX psoax 42% 3 60 0 1.24% 1.56%
SMALL BLEND NMSAX nmsax 40% 3 60 0 0.45% 5.38%
LARGE BLEND NEIAX neiax 36% 3 60 0 0.2% 8.76%
Average Expense Ratio: 0.94%
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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 1.3% 5.4% 0.5% 7.0% 4.7% 7.1%

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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 28 funds, some of them are: MDDVX, NEIAX, EKJAX, MDRFX, NTIAX, PEEAX.


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