MyPlanIQ 401k Investor M&C Saatchi Mobile 401k Plan

M&C Saatchi Mobile 401k Plan

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWAX American Funds New World R1
DIVERSIFIED EMERGING MKTS TDMTX Templeton Developing Markets C
INTERNATIONAL EQUITY
WORLD STOCK RNPAX American Funds New Perspective R1
Others
World Allocation RIRAX American Funds Capital Inc Bldr R1
Conservative Allocation FCISX Franklin Income C
Moderate Allocation RLBAX American Funds American Balanced R1
US EQUITY
SMALL BLEND FSCEX Fidelity Advisor Small Cap C
MID-CAP BLEND FLSCX Fidelity Advisor Leveraged Co Stk C
Mid-Cap Growth KAUCX Federated Kaufmann C
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWAX American Funds New World R1
DIVERSIFIED EMERGING MKTS TDMTX Templeton Developing Markets C
INTERNATIONAL EQUITY
WORLD STOCK RNPAX American Funds New Perspective R1
Others
World Allocation RIRAX American Funds Capital Inc Bldr R1
Conservative Allocation FCISX Franklin Income C
Moderate Allocation RLBAX American Funds American Balanced R1
ROOT CASH FDAXX
US EQUITY
SMALL BLEND FSCEX Fidelity Advisor Small Cap C
MID-CAP BLEND FLSCX Fidelity Advisor Leveraged Co Stk C
Mid-Cap Growth KAUCX Federated Kaufmann C
LARGE GROWTH FNICX Fidelity Advisor New Insights C
LARGE VALUE FEICX Fidelity Advisor Equity Income C
LARGE BLEND FRDTX Franklin Rising Dividends C
FIXED INCOME
Multisector Bond FSRCX Fidelity Advisor Strategic Income C
Intermediate-Term Bond PTTCX PIMCO Total Return C
Intermediate-Term Bond FNBCX Fidelity Advisor Intermediate Bond C
High Yield Bond RITAX American Funds American Hi Inc Tr R1
Total Available Funds: 17
  • 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 RNWAX American Funds New World R1 50% 3 60 0 1.03% 1.96%
DIVERSIFIED EMERGING MKTS TDMTX Templeton Developing Markets C 45% 3 60 0 1.63% 1.19%
INTERNATIONAL EQUITY
WORLD STOCK RNPAX American Funds New Perspective R1 61% 3 60 0 1.47% 5.4%
Others
World Allocation RIRAX American Funds Capital Inc Bldr R1 58% 3 60 0 0.26% 1.42%
Conservative Allocation FCISX Franklin Income C 48% 3 60 0 0.72% 4.95%
Moderate Allocation RLBAX American Funds American Balanced R1 37% 3 60 0 0.31% 1.69%
ROOT CASH FDAXX 0% 3 60 0 NA 4.14%
US EQUITY
SMALL BLEND FSCEX Fidelity Advisor Small Cap C 49% 3 60 0 2.15% 7.56%
MID-CAP BLEND FLSCX Fidelity Advisor Leveraged Co Stk C 48% 3 60 0 0.66% 12.18%
Mid-Cap Growth KAUCX Federated Kaufmann C 47% 3 60 0 2.51% 2.7%
LARGE GROWTH FNICX Fidelity Advisor New Insights C 43% 3 60 0 0.7% 8.2%
LARGE VALUE FEICX Fidelity Advisor Equity Income C 40% 3 60 0 0.65% 4.8%
LARGE BLEND FRDTX Franklin Rising Dividends C 25% 3 60 0 0.59% 0.22%
FIXED INCOME
Multisector Bond FSRCX Fidelity Advisor Strategic Income C 64% 3 60 0 0.97% 2.53%
Intermediate-Term Bond PTTCX PIMCO Total Return C 64% 3 60 0 0.8% 4.11%
Intermediate-Term Bond FNBCX Fidelity Advisor Intermediate Bond C 42% 3 60 0 0.35% 1.03%
High Yield Bond RITAX American Funds American Hi Inc Tr R1 39% 3 60 0 0.41% 5.71%
Average Expense Ratio: 0.95%
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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 2.9% 11.2% 1.1% 5.1% 4.3% 6.4%

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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
The plan consists of 17 funds. It covers 4 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.
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