MyPlanIQ 401k Investor Blue Pillar Inc 401k Plan

Blue Pillar Inc 401k Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Value MINFX MFS International Value R2
Foreign Large Growth CIGFX Calamos International Growth R
COMMODITIES
COMMODITIES BROAD BASKET PCSRX PIMCO Commodity Real Ret Strat R
Others
World Allocation IASRX Ivy Asset Strategy R
Conservative Allocation FISRX Franklin Income R
US EQUITY
LARGE GROWTH JLGZX JPMorgan Large Cap Growth R2
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Co Stk T
LARGE GROWTH ACARX Alger Capital Appreciation Instl R
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Value MINFX MFS International Value R2
Foreign Large Growth CIGFX Calamos International Growth R
COMMODITIES
COMMODITIES BROAD BASKET PCSRX PIMCO Commodity Real Ret Strat R
Others
World Allocation IASRX Ivy Asset Strategy R
Conservative Allocation FISRX Franklin Income R
US EQUITY
LARGE GROWTH JLGZX JPMorgan Large Cap Growth R2
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Co Stk T
LARGE GROWTH ACARX Alger Capital Appreciation Instl R
Mid-Cap Growth JDERX Prudential Jennison Mid Cap Growth R
SMALL BLEND SMERX Invesco Small Cap Equity R
LARGE VALUE RSOOX Columbia Dividend Opportunity R
MID-CAP VALUE JMVZX JPMorgan Mid Cap Value R2
Small Growth JGMRX Janus Triton R
SMALL VALUE DVLRX Delaware Small Cap Value R
LARGE BLEND NBDRX Nuveen Santa Barbara Dividend Growth R3
FIXED INCOME
Intermediate-Term Bond MBRRX MFS Corporate Bond R2
Emerging Markets Bond MEDEX MFS Emerging Markets Debt R2
ULTRASHORT BOND PTSRX PIMCO Short-Term R
High Yield Bond JDYRX Prudential High-Yield R
Multisector Bond JSTRX John Hancock Income R1
Total Available Funds: 21
  • 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 11% 3 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Value MINFX MFS International Value R2 47% 3 60 0 0.61% 0%
Foreign Large Growth CIGFX Calamos International Growth R 0% 3 60 0 1.66% 3.87%
COMMODITIES
COMMODITIES BROAD BASKET PCSRX PIMCO Commodity Real Ret Strat R 69% 3 60 0 1.96% 5.57%
Others
World Allocation IASRX Ivy Asset Strategy R 92% 3 60 0 0.88% 1.5%
Conservative Allocation FISRX Franklin Income R 91% 3 60 0 0.72% 5.33%
US EQUITY
LARGE GROWTH JLGZX JPMorgan Large Cap Growth R2 93% 3 60 0 0.69% 0%
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Co Stk T 90% 3 60 0 0.66% 10.42%
LARGE GROWTH ACARX Alger Capital Appreciation Instl R 50% 3 60 0 0.85% 10.71%
Mid-Cap Growth JDERX Prudential Jennison Mid Cap Growth R 47% 3 60 0 1.08% 5.28%
SMALL BLEND SMERX Invesco Small Cap Equity R 44% 3 60 0 1.01% 0%
LARGE VALUE RSOOX Columbia Dividend Opportunity R 35% 3 60 0 0.81% 3.54%
MID-CAP VALUE JMVZX JPMorgan Mid Cap Value R2 35% 3 60 0 1.15% 6.02%
Small Growth JGMRX Janus Triton R 30% 3 60 0 1.74% 15.07%
SMALL VALUE DVLRX Delaware Small Cap Value R 17% 3 60 0 0.86% 0%
LARGE BLEND NBDRX Nuveen Santa Barbara Dividend Growth R3 0% 3 60 0 1.2% 0.87%
FIXED INCOME
Intermediate-Term Bond MBRRX MFS Corporate Bond R2 80% 3 60 0 0.51% 3.53%
Emerging Markets Bond MEDEX MFS Emerging Markets Debt R2 49% 3 60 0 1.8% 6.64%
ULTRASHORT BOND PTSRX PIMCO Short-Term R 42% 3 60 0 0.55% 5.38%
High Yield Bond JDYRX Prudential High-Yield R 31% 3 60 0 0.51% 6.28%
Multisector Bond JSTRX John Hancock Income R1 0% 3 60 0 1.18% 0%
Average Expense Ratio: 1.01%
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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 5.8% 10.6% 11.3% 12.2% 8.1% 9.2%

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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(Ticker:)
The plan consists of 21 funds. It covers 5 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity and Commodity.
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