MyPlanIQ 401k Investor VIRACOR-IBT LABORATORIES INC. 401(K) PLAN

VIRACOR-IBT LABORATORIES INC. 401(K) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 54
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
REAL ESTATE
REAL ESTATE JIREX JHFunds2 Real Estate Secs 1
INTERNATIONAL EQUITY
WORLD STOCK MDISX Mutual Global Discovery Z
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK OPPAX Oppenheimer Global A
Others
Target Date 2011-2015 JLBOX JHancock Retire Living through 2015 1
Target Date 2041-2045 JLJOX JHancock2 Retirement Living 2045 1
Target Date 2021-2025 JLEOX JHancock Retire Living through 2025 1
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income
Mid-Cap Growth TWHIX American Century Heritage Inv
LARGE BLEND BEGRX Mutual Beacon Z
Total Available Funds: 54
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
REAL ESTATE
REAL ESTATE JIREX JHFunds2 Real Estate Secs 1
INTERNATIONAL EQUITY
WORLD STOCK MDISX Mutual Global Discovery Z
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK OPPAX Oppenheimer Global A
INTERNATIONAL EQUITY JIEQX JHVIT International Eq Idx Tr B Ser I
Foreign Small/Mid Value JIIMX JHFunds2 Intl Small Cap 1
Foreign Large Value JIVIX JHFunds2 International Value 1
Others
Target Date 2011-2015 JLBOX JHancock Retire Living through 2015 1
Target Date 2041-2045 JLJOX JHancock2 Retirement Living 2045 1
Target Date 2021-2025 JLEOX JHancock Retire Living through 2025 1
Target Date 2031-2035 JLHOX JHancock Retire Living through 2035 1
Target Date 2026-2030 JLFOX JHancock Retire Living through 2030 1
Target Date 2036-2040 JLIOX JHancock Retire Living through 2040 1
Moderate Allocation RLBFX American Funds American Balanced R5
Target Date 2000-2010 JLAOX JHancock2 Retirement Living 2010 1
Target Date 2016-2020 JLDOX JHancock Retire Living through 2020 1
Utilities JEUTX JHVIT Utilities Trust Ser I
Health PRHSX T. Rowe Price Health Sciences
Technology JESTX JHVIT Science & Technology Trust Ser I
Financial JEFSX JHVIT Financial Services I
Technology PASTX T. Rowe Price Science & Tech Adv
Target Date 2046-2050 JLKOX JHancock2 Retirement Living 2050 1
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income
Mid-Cap Growth TWHIX American Century Heritage Inv
LARGE BLEND BEGRX Mutual Beacon Z
LARGE BLEND NYVTX Davis NY Venture A
SMALL VALUE JESVX JHVIT Small Cap Value Trust Ser I
Small Growth GTSVX Invesco Small Cap Growth I
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
LARGE VALUE RWMFX American Funds Washington Mutual R5
LARGE BLEND JILAX JHancock2 Lifestyle Aggressive 1
LARGE GROWTH JIBCX JHFunds2 Blue Chip Growth 1
MID-CAP BLEND JECIX JHVIT Mid Cap Index I
SMALL VALUE DFFVX DFA US Targeted Value I
SMALL BLEND JESIX JHVIT Small Cap Index I
LARGE BLEND RICFX American Funds Invmt Co of America R5
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5
LARGE GROWTH JICPX JHFunds2 Capital App 1
SMALL BLEND DFSTX DFA US Small Cap I
LARGE GROWTH SAGYX Legg Mason ClearBridge Aggressive Gr I
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth A
Small Growth VSGAX Vanguard Small Cap Growth Index Admiral
LARGE BLEND DIEQX Domini Social Equity Instl
LARGE VALUE JDVWX JHancock3 Disciplined Value R6
Mid-Cap Growth JIMSX JHFunds2 Mid Cap Stock 1
MID-CAP VALUE JEVLX JHVIT Value Trust Ser I
FIXED INCOME
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm
Multisector Bond RPSIX T. Rowe Price Spectrum Income
High Yield Bond JIHDX JHFunds2 High Yield 1
Bank Loan JFIVX JHT Floating Rate Income NAV
Intermediate-Term Bond PTTAX PIMCO Total Return A
Inflation-Protected Bond PRTNX PIMCO Real Return A
WORLD BOND PADMX PIMCO Global Bond (Unhedged) Admin
Total Available Funds: 54
  • 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 Oppenheimer Developing Markets Y 89% 3 60 0 0.84% 0.25%
REAL ESTATE
REAL ESTATE JIREX JHFunds2 Real Estate Secs 1 82% 3 60 0 0.88% 2.17%
INTERNATIONAL EQUITY
WORLD STOCK MDISX Mutual Global Discovery Z 94% 3 60 0 1.45% 9.67%
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 1.01%
WORLD STOCK OPPAX Oppenheimer Global A 48% 3 60 0 1.31% 10.89%
INTERNATIONAL EQUITY JIEQX JHVIT International Eq Idx Tr B Ser I 0% 3 60 0 NA 1.62%
Foreign Small/Mid Value JIIMX JHFunds2 Intl Small Cap 1 0% 3 60 0 1.08% 0%
Foreign Large Value JIVIX JHFunds2 International Value 1 0% 3 60 0 0.89% 11.55%
Others
Target Date 2011-2015 JLBOX JHancock Retire Living through 2015 1 85% 3 60 0 0.53% 3.93%
Target Date 2041-2045 JLJOX JHancock2 Retirement Living 2045 1 83% 3 60 0 0.84% 2.05%
Target Date 2021-2025 JLEOX JHancock Retire Living through 2025 1 82% 3 60 0 0.61% 3.61%
Target Date 2031-2035 JLHOX JHancock Retire Living through 2035 1 82% 3 60 0 0.71% 3.04%
Target Date 2026-2030 JLFOX JHancock Retire Living through 2030 1 80% 3 60 0 0.69% 3.01%
Target Date 2036-2040 JLIOX JHancock Retire Living through 2040 1 80% 3 60 0 0.64% 2.31%
Moderate Allocation RLBFX American Funds American Balanced R5 78% 3 60 0 0.31% 1.96%
Target Date 2000-2010 JLAOX JHancock2 Retirement Living 2010 1 76% 3 60 0 0.51% 4.25%
Target Date 2016-2020 JLDOX JHancock Retire Living through 2020 1 76% 3 60 0 0.66% 3.82%
Utilities JEUTX JHVIT Utilities Trust Ser I 65% 3 60 0 0.97% 1.44%
Health PRHSX T. Rowe Price Health Sciences 63% 3 60 0 0.8% 10.77%
Technology JESTX JHVIT Science & Technology Trust Ser I 58% 3 60 0 1.16% 0%
Financial JEFSX JHVIT Financial Services I 54% 3 60 0 0.91% 1.13%
Technology PASTX T. Rowe Price Science & Tech Adv 42% 3 60 0 0.84% 9.43%
Target Date 2046-2050 JLKOX JHancock2 Retirement Living 2050 1 17% 3 60 0 0.72% 3.27%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income 97% 3 60 0 1.23% 7.89%
Mid-Cap Growth TWHIX American Century Heritage Inv 96% 3 60 0 0.01% 15.26%
LARGE BLEND BEGRX Mutual Beacon Z 92% 3 60 0 0.77% 2.01%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 11.94%
SMALL VALUE JESVX JHVIT Small Cap Value Trust Ser I 92% 3 60 0 1.33% 0.75%
Small Growth GTSVX Invesco Small Cap Growth I 91% 3 60 0 0.91% 0%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 86% 3 60 0 1.14% 12.01%
LARGE VALUE RWMFX American Funds Washington Mutual R5 83% 3 60 0 0.26% 1.29%
LARGE BLEND JILAX JHancock2 Lifestyle Aggressive 1 81% 3 60 0 1.29% 1.82%
LARGE GROWTH JIBCX JHFunds2 Blue Chip Growth 1 80% 3 60 0 1.88% 7.02%
MID-CAP BLEND JECIX JHVIT Mid Cap Index I 80% 3 60 0 0.54% 1.1%
SMALL VALUE DFFVX DFA US Targeted Value I 78% 3 60 0 0.29% 1.65%
SMALL BLEND JESIX JHVIT Small Cap Index I 78% 3 60 0 0.6% 0.49%
LARGE BLEND RICFX American Funds Invmt Co of America R5 76% 3 60 0 0.58% 8.87%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5 75% 3 60 0 0.63% 9.29%
LARGE GROWTH JICPX JHFunds2 Capital App 1 75% 3 60 0 0.8% 16.55%
SMALL BLEND DFSTX DFA US Small Cap I 71% 3 60 0 0.27% 1.18%
LARGE GROWTH SAGYX Legg Mason ClearBridge Aggressive Gr I 70% 3 60 0 1.24% 14.02%
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth A 41% 3 60 0 0.85% 0%
Small Growth VSGAX Vanguard Small Cap Growth Index Admiral 23% 3 60 0 0.07% 0.6%
LARGE BLEND DIEQX Domini Social Equity Instl 20% 3 60 0 1.09% 0.36%
LARGE VALUE JDVWX JHancock3 Disciplined Value R6 6% 3 60 0 0.9% 1.14%
Mid-Cap Growth JIMSX JHFunds2 Mid Cap Stock 1 0% 3 60 0 0.91% 0%
MID-CAP VALUE JEVLX JHVIT Value Trust Ser I 0% 3 60 0 0.83% 71.38%
FIXED INCOME
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm 90% 3 60 0 0.1% 3.6%
Multisector Bond RPSIX T. Rowe Price Spectrum Income 84% 3 60 0 0.62% 5.43%
High Yield Bond JIHDX JHFunds2 High Yield 1 80% 3 60 0 0.86% 8.18%
Bank Loan JFIVX JHT Floating Rate Income NAV 79% 3 60 0 0.73% 1.07%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.33%
Inflation-Protected Bond PRTNX PIMCO Real Return A 58% 3 60 0 1.37% 2.51%
WORLD BOND PADMX PIMCO Global Bond (Unhedged) Admin 0% 3 60 0 0.57% 10.28%
Average Expense Ratio: 0.82%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 -0.0% 5.2% 2.6% 6.7% 5.4% 8.2%

Sign up or Login first to get rebalance emails for this portfolio

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 -14.6% -13.0% 2.3% 2.5% 4.9% 3.6%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 1.1% 7.4% 3.0% 6.6% 4.6% 7.4%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 54 funds. It covers 5 major asset classes and 37 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, REITs and Emerging Market Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.