MyPlanIQ 401k Investor Predator Software 401k

Predator Software 401k

Investment Menu Rating:

Investment Options
Total Available Funds: 37
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HEMZX HEMZX
REAL ESTATE
REAL ESTATE FHEAX FHEAX
INTERNATIONAL EQUITY
Foreign Large Growth OIGAX OIGAX
WORLD STOCK MWEHX MWEHX
Foreign Large Blend MXINX MXINX
COMMODITIES
COMMODITIES BROAD BASKET PCRAX PCRAX
Others
Aggressive Allocation MXBPX MXBPX
Conservative Allocation MXCPX MXCPX
Moderate Allocation MXMPX MXMPX
Total Available Funds: 37
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HEMZX HEMZX
REAL ESTATE
REAL ESTATE FHEAX FHEAX
INTERNATIONAL EQUITY
Foreign Large Growth OIGAX OIGAX
WORLD STOCK MWEHX MWEHX
Foreign Large Blend MXINX MXINX
COMMODITIES
COMMODITIES BROAD BASKET PCRAX PCRAX
Others
Aggressive Allocation MXBPX MXBPX
Conservative Allocation MXCPX MXCPX
Moderate Allocation MXMPX MXMPX
Moderate Allocation MXDPX MXDPX
Target Date 2051 MXVLX MXVLX
Target Date 2051 MXSZX MXSZX
Target Date 2041-2045 MXSWX MXSWX
Target Date 2031-2035 MXSSX MXSSX
Target Date 2016-2020 MXSPX MXSPX
Target Date 2021-2025 MXSOX MXSOX
Target Date 2011-2015 MXSKX MXSKX
Target Date 2041-2045 MXPLX MXPLX
Target Date 2011-2015 MXLWX MXLWX
Target Date 2031-2035 MXJLX MXJLX
Target Date 2046-2050 MXHSX MXHSX
Target Date 2036-2040 MXESX MXESX
Target Date 2021-2025 MXDLX MXDLX
Target Date 2026-2030 MXASX MXASX
US EQUITY
MID-CAP VALUE SMVTX SMVTX
LARGE VALUE JVAAX JVAAX
SMALL VALUE UBVAX UBVAX
Mid-Cap Growth BMDSX BMDSX
Small Growth FSGRX FSGRX
LARGE GROWTH SHRAX SHRAX
LARGE BLEND MXAPX MXAPX
LARGE BLEND MXSIX MXSIX
FIXED INCOME
Intermediate-Term Bond NEFRX NEFRX
High Yield Bond BHYAX BHYAX
WORLD BOND TGTRX TGTRX
Intermediate-Term Bond MXBIX MXBIX
Inflation-Protected Bond FAIPX FAIPX
Total Available Funds: 37
  • 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 HEMZX HEMZX 55% 3 60 0 1.56% 0%
REAL ESTATE
REAL ESTATE FHEAX FHEAX 90% 3 60 0 1.07% 8.54%
INTERNATIONAL EQUITY
Foreign Large Growth OIGAX OIGAX 60% 3 60 0 0.76% 0.27%
WORLD STOCK MWEHX MWEHX 52% 3 60 0 0.9% 0.71%
Foreign Large Blend MXINX MXINX 21% 3 60 0 0.28% 1.98%
COMMODITIES
COMMODITIES BROAD BASKET PCRAX PCRAX 67% 3 60 0 1.96% 4.53%
Others
Aggressive Allocation MXBPX MXBPX 32% 3 60 0 1.01% 2.99%
Conservative Allocation MXCPX MXCPX 31% 3 60 0 0.77% 4.44%
Moderate Allocation MXMPX MXMPX 24% 3 60 0 0.91% 3.05%
Moderate Allocation MXDPX MXDPX 6% 3 60 0 0.83% 2.92%
Target Date 2051 MXVLX MXVLX 0% 3 60 0 0.22% 7.08%
Target Date 2051 MXSZX MXSZX 0% 3 60 0 0.76% 2.36%
Target Date 2041-2045 MXSWX MXSWX 0% 3 60 0 0.75% 10.13%
Target Date 2031-2035 MXSSX MXSSX 0% 3 60 0 0.72% 7.43%
Target Date 2016-2020 MXSPX MXSPX 0% 3 60 0 0.7% 13.94%
Target Date 2021-2025 MXSOX MXSOX 0% 3 60 0 0.7% 13.52%
Target Date 2011-2015 MXSKX MXSKX 0% 3 60 0 0.78% 9.3%
Target Date 2041-2045 MXPLX MXPLX 0% 3 60 0 1.12% 8.52%
Target Date 2011-2015 MXLWX MXLWX 0% 3 60 0 0.22% 6.26%
Target Date 2031-2035 MXJLX MXJLX 0% 3 60 0 0.22% 8.25%
Target Date 2046-2050 MXHSX MXHSX 0% 3 60 0 0.76% 11.15%
Target Date 2036-2040 MXESX MXESX 0% 3 60 0 0.74% 9.34%
Target Date 2021-2025 MXDLX MXDLX 0% 3 60 0 0.22% 7.8%
Target Date 2026-2030 MXASX MXASX 0% 3 60 0 0.7% 12.84%
US EQUITY
MID-CAP VALUE SMVTX SMVTX 91% 3 60 0 0.79% 1.01%
LARGE VALUE JVAAX JVAAX 58% 3 60 0 0.8% 1.34%
SMALL VALUE UBVAX UBVAX 53% 3 60 0 1.24% 1.68%
Mid-Cap Growth BMDSX BMDSX 53% 3 60 0 1.07% 4.55%
Small Growth FSGRX FSGRX 38% 3 60 0 1.78% 0%
LARGE GROWTH SHRAX SHRAX 27% 3 60 0 1.24% 17.94%
LARGE BLEND MXAPX MXAPX 21% 3 60 0 1.16% 3.02%
LARGE BLEND MXSIX MXSIX 0% 3 60 0 0.6% 8.27%
FIXED INCOME
Intermediate-Term Bond NEFRX NEFRX 59% 3 60 0 0.49% 3.66%
High Yield Bond BHYAX BHYAX 50% 3 60 0 0.51% 6.5%
WORLD BOND TGTRX TGTRX 45% 3 60 0 1.16% 6.99%
Intermediate-Term Bond MXBIX MXBIX 34% 3 60 0 0.5% 2.4%
Inflation-Protected Bond FAIPX FAIPX 0% 3 60 0 0.84% 0.71%
Average Expense Ratio: 0.83%
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 -0.1% 0.3% 3.9% 6.5% 6.1% 6.4%

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 6.6% 17.9% 7.2% 5.9% 7.5% 7.0%

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 0.2% -2.6% -0.0% 4.0% 3.0% 5.5%

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
This plan consists of 37 funds, some of them are: BHYAX, BMDSX, FAIPX, FHEAX, FSGRX, HEMZX.
Predator Software 401k


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.