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
WORLD STOCK OPPAX Oppenheimer Global A
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Others
Moderate Allocation RLBFX American Funds American Balanced R5
Technology JESTX JHVIT Science & Technology Trust Ser I
Target Date 2011-2015 JLBOX JHancock Retire Living through 2015 1
US EQUITY
LARGE VALUE RWMFX American Funds Washington Mutual R5
LARGE BLEND RICFX American Funds Invmt Co of America R5
LARGE VALUE JDVWX JHancock3 Disciplined Value R6
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
WORLD STOCK OPPAX Oppenheimer Global A
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
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
Moderate Allocation RLBFX American Funds American Balanced R5
Technology JESTX JHVIT Science & Technology Trust Ser I
Target Date 2011-2015 JLBOX JHancock Retire Living through 2015 1
Target Date 2021-2025 JLEOX JHancock Retire Living through 2025 1
Utilities JEUTX JHVIT Utilities Trust Ser I
Target Date 2000-2010 JLAOX JHancock2 Retirement Living 2010 1
Target Date 2016-2020 JLDOX JHancock Retire Living through 2020 1
Target Date 2026-2030 JLFOX JHancock Retire Living through 2030 1
Technology PASTX T. Rowe Price Science & Tech Adv
Health PRHSX T. Rowe Price Health Sciences
Target Date 2031-2035 JLHOX JHancock Retire Living through 2035 1
Target Date 2041-2045 JLJOX JHancock2 Retirement Living 2045 1
Financial JEFSX JHVIT Financial Services I
Target Date 2046-2050 JLKOX JHancock2 Retirement Living 2050 1
Target Date 2036-2040 JLIOX JHancock Retire Living through 2040 1
US EQUITY
LARGE VALUE RWMFX American Funds Washington Mutual R5
LARGE BLEND RICFX American Funds Invmt Co of America R5
LARGE VALUE JDVWX JHancock3 Disciplined Value R6
SMALL VALUE DFFVX DFA US Targeted Value I
SMALL BLEND DFSTX DFA US Small Cap I
LARGE GROWTH JICPX JHFunds2 Capital App 1
Mid-Cap Growth TWHIX American Century Heritage Inv
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
LARGE VALUE PRFDX T. Rowe Price Equity Income
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5
Small Growth VSGAX Vanguard Small Cap Growth Index Admiral
MID-CAP BLEND JECIX JHVIT Mid Cap Index I
LARGE BLEND DIEQX Domini Social Equity Instl
LARGE GROWTH JIBCX JHFunds2 Blue Chip Growth 1
LARGE BLEND NYVTX Davis NY Venture A
Small Growth GTSVX Invesco Small Cap Growth I
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth A
LARGE BLEND BEGRX Mutual Beacon Z
SMALL VALUE JESVX JHVIT Small Cap Value Trust Ser I
LARGE BLEND JILAX JHancock2 Lifestyle Aggressive 1
SMALL BLEND JESIX JHVIT Small Cap Index I
LARGE GROWTH SAGYX Legg Mason ClearBridge Aggressive Gr I
Mid-Cap Growth JIMSX JHFunds2 Mid Cap Stock 1
MID-CAP VALUE JEVLX JHVIT Value Trust Ser I
FIXED INCOME
Bank Loan JFIVX JHT Floating Rate Income NAV
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm
Multisector Bond RPSIX T. Rowe Price Spectrum Income
Intermediate-Term Bond PTTAX PIMCO Total Return A
High Yield Bond JIHDX JHFunds2 High Yield 1
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 12% 3 60 0 0.84% 0.83%
REAL ESTATE
REAL ESTATE JIREX JHFunds2 Real Estate Secs 1 83% 3 60 0 0.88% 12.29%
INTERNATIONAL EQUITY
WORLD STOCK MDISX Mutual Global Discovery Z 78% 3 60 0 1.45% 1.91%
WORLD STOCK OPPAX Oppenheimer Global A 63% 3 60 0 1.31% 0%
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 41% 3 60 0 0.84% 1.86%
INTERNATIONAL EQUITY JIEQX JHVIT International Eq Idx Tr B Ser I 0% 3 60 0 NA 2.41%
Foreign Small/Mid Value JIIMX JHFunds2 Intl Small Cap 1 0% 3 60 0 1.08% 1.56%
Foreign Large Value JIVIX JHFunds2 International Value 1 0% 3 60 0 0.89% 2.62%
Others
Moderate Allocation RLBFX American Funds American Balanced R5 92% 3 60 0 0.31% 2.64%
Technology JESTX JHVIT Science & Technology Trust Ser I 76% 3 60 0 1.16% 0%
Target Date 2011-2015 JLBOX JHancock Retire Living through 2015 1 70% 3 60 0 0.53% 12.41%
Target Date 2021-2025 JLEOX JHancock Retire Living through 2025 1 67% 3 60 0 0.61% 14.91%
Utilities JEUTX JHVIT Utilities Trust Ser I 65% 3 60 0 0.97% 0.32%
Target Date 2000-2010 JLAOX JHancock2 Retirement Living 2010 1 59% 3 60 0 0.51% 9.81%
Target Date 2016-2020 JLDOX JHancock Retire Living through 2020 1 58% 3 60 0 0.66% 13.32%
Target Date 2026-2030 JLFOX JHancock Retire Living through 2030 1 52% 3 60 0 0.69% 15.91%
Technology PASTX T. Rowe Price Science & Tech Adv 51% 3 60 0 0.84% 0%
Health PRHSX T. Rowe Price Health Sciences 38% 3 60 0 0.8% 5.33%
Target Date 2031-2035 JLHOX JHancock Retire Living through 2035 1 37% 3 60 0 0.71% 17.8%
Target Date 2041-2045 JLJOX JHancock2 Retirement Living 2045 1 35% 3 60 0 0.84% 20.67%
Financial JEFSX JHVIT Financial Services I 31% 3 60 0 0.91% 6.02%
Target Date 2046-2050 JLKOX JHancock2 Retirement Living 2050 1 31% 3 60 0 0.72% 15.86%
Target Date 2036-2040 JLIOX JHancock Retire Living through 2040 1 29% 3 60 0 0.64% 19.58%
US EQUITY
LARGE VALUE RWMFX American Funds Washington Mutual R5 97% 3 60 0 0.26% 3.64%
LARGE BLEND RICFX American Funds Invmt Co of America R5 94% 3 60 0 0.58% 1.52%
LARGE VALUE JDVWX JHancock3 Disciplined Value R6 91% 3 60 0 0.9% 6.47%
SMALL VALUE DFFVX DFA US Targeted Value I 90% 3 60 0 0.29% 1.43%
SMALL BLEND DFSTX DFA US Small Cap I 83% 3 60 0 0.27% 1.12%
LARGE GROWTH JICPX JHFunds2 Capital App 1 65% 3 60 0 0.8% 0%
Mid-Cap Growth TWHIX American Century Heritage Inv 62% 3 60 0 0.01% 0%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 59% 3 60 0 1.14% 1.22%
LARGE VALUE PRFDX T. Rowe Price Equity Income 58% 3 60 0 1.23% 1.94%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5 55% 3 60 0 0.63% 0.75%
Small Growth VSGAX Vanguard Small Cap Growth Index Admiral 55% 3 60 0 0.07% 0.62%
MID-CAP BLEND JECIX JHVIT Mid Cap Index I 49% 3 60 0 0.54% 6.22%
LARGE BLEND DIEQX Domini Social Equity Instl 34% 3 60 0 1.09% 1.46%
LARGE GROWTH JIBCX JHFunds2 Blue Chip Growth 1 33% 3 60 0 1.88% 3.77%
LARGE BLEND NYVTX Davis NY Venture A 25% 3 60 0 1.75% 8.07%
Small Growth GTSVX Invesco Small Cap Growth I 24% 3 60 0 0.91% 0%
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth A 16% 3 60 0 0.85% 0%
LARGE BLEND BEGRX Mutual Beacon Z 16% 3 60 0 0.77% 1.91%
SMALL VALUE JESVX JHVIT Small Cap Value Trust Ser I 10% 3 60 0 1.33% 9.58%
LARGE BLEND JILAX JHancock2 Lifestyle Aggressive 1 9% 3 60 0 1.29% 1.46%
SMALL BLEND JESIX JHVIT Small Cap Index I 8% 3 60 0 0.6% 2.57%
LARGE GROWTH SAGYX Legg Mason ClearBridge Aggressive Gr I 4% 3 60 0 1.24% 11%
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% 0%
FIXED INCOME
Bank Loan JFIVX JHT Floating Rate Income NAV 93% 3 60 0 0.73% 2.47%
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm 82% 3 60 0 0.1% 3.38%
Multisector Bond RPSIX T. Rowe Price Spectrum Income 61% 3 60 0 0.62% 4.4%
Intermediate-Term Bond PTTAX PIMCO Total Return A 54% 3 60 0 0.8% 4.84%
High Yield Bond JIHDX JHFunds2 High Yield 1 44% 3 60 0 0.86% 6.74%
Inflation-Protected Bond PRTNX PIMCO Real Return A 43% 3 60 0 1.37% 4.04%
WORLD BOND PADMX PIMCO Global Bond (Unhedged) Admin 0% 3 60 0 0.57% 4.6%
Average Expense Ratio: 0.82%
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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 -0.0% 5.2% 2.6% 6.7% 5.4% 8.2%

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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 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.


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