MyPlanIQ 401k Investor Pulse Design Group Inc 401k Profit Sharing Plan Trust

Pulse Design Group Inc 401k Profit Sharing Plan Trust

Investment Menu Rating:

Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWCX American Funds New World R3
INTERNATIONAL EQUITY
Foreign Large Blend OIDNX Oppenheimer International Diversified N
Foreign Large Value MINFX MFS International Value R2
FOREIGN SMALL/MID GROWTH TIGVX Thornburg International Growth R3
Others
ROOT CASH USCASH
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R
Intermediate Government PGVRX Putnam US Government Income R
Inflation-Protected Bond GSRPX Goldman Sachs Inflation Protected Secs R
US EQUITY
MID-CAP VALUE GETGX Victory Established Value R
Mid-Cap Growth WMGRX Ivy Mid Cap Growth R
LARGE GROWTH MIRGX MFS Massachusetts Investors Gr Stk R2
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWCX American Funds New World R3
INTERNATIONAL EQUITY
Foreign Large Blend OIDNX Oppenheimer International Diversified N
Foreign Large Value MINFX MFS International Value R2
FOREIGN SMALL/MID GROWTH TIGVX Thornburg International Growth R3
Others
ROOT CASH USCASH
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R
Intermediate Government PGVRX Putnam US Government Income R
Inflation-Protected Bond GSRPX Goldman Sachs Inflation Protected Secs R
High Yield Bond LHYRX Lord Abbett High Yield R3
US EQUITY
MID-CAP VALUE GETGX Victory Established Value R
Mid-Cap Growth WMGRX Ivy Mid Cap Growth R
LARGE GROWTH MIRGX MFS Massachusetts Investors Gr Stk R2
LARGE VALUE RMFCX American Funds American Mutual R3
LARGE BLEND CCERX Columbia Large Cap Enhanced Core R
LARGE BLEND FRDRX Franklin Rising Dividends R
SMALL BLEND GSQRX Goldman Sachs Small Cap Value R
Small Growth JGMRX Janus Triton R
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 RNWCX American Funds New World R3 51% 3 60 0 1.03% 0.59%
INTERNATIONAL EQUITY
Foreign Large Blend OIDNX Oppenheimer International Diversified N 58% 3 60 0 1.46% 0.92%
Foreign Large Value MINFX MFS International Value R2 18% 3 60 0 0.61% 1.63%
FOREIGN SMALL/MID GROWTH TIGVX Thornburg International Growth R3 13% 3 60 0 0.89% 7.18%
Others
ROOT CASH USCASH 0% 0 60 0 NA 2.61%
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R 65% 3 60 0 0.8% 3.76%
Intermediate Government PGVRX Putnam US Government Income R 34% 3 60 0 1.17% 7.34%
Inflation-Protected Bond GSRPX Goldman Sachs Inflation Protected Secs R 17% 3 60 0 0.42% 1.95%
High Yield Bond LHYRX Lord Abbett High Yield R3 17% 3 60 0 0.6% 5.15%
US EQUITY
MID-CAP VALUE GETGX Victory Established Value R 63% 3 60 0 1.65% 0.51%
Mid-Cap Growth WMGRX Ivy Mid Cap Growth R 56% 3 60 0 0.79% 7.74%
LARGE GROWTH MIRGX MFS Massachusetts Investors Gr Stk R2 48% 3 60 0 0.71% 8.31%
LARGE VALUE RMFCX American Funds American Mutual R3 47% 3 60 0 0.38% 1.12%
LARGE BLEND CCERX Columbia Large Cap Enhanced Core R 29% 3 60 0 0.4% 0.49%
LARGE BLEND FRDRX Franklin Rising Dividends R 26% 3 60 0 0.59% 0.52%
SMALL BLEND GSQRX Goldman Sachs Small Cap Value R 12% 3 60 0 1.23% 22.49%
Small Growth JGMRX Janus Triton R 9% 3 60 0 1.74% 8.67%
Average Expense Ratio: 0.9%
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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 0.7% -1.0% -0.6% 2.9% 4.0% 4.8%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.3% 0.3% -2.6% 1.9% 3.5% 4.9%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.6% 0.2% -0.2% 3.9% 4.5% 5.6%

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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 18 funds. It covers 4 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.


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