MyPlanIQ 401k Investor Bayview Asset Management 401K Plan

Bayview Asset Management 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 42
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Inst
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I
Foreign Large Value ICEUX MainStay ICAP International I
Foreign Large Growth OIGYX Oppenheimer International Growth Y
COMMODITIES
COMMODITIES BROAD BASKET SKNRX DWS Enhanced Commodity Strategy A
Others
World Allocation SGIIX First Eagle Global I
Aggressive Allocation IYBIX Ivy Balanced I
ROOT CASH Retirement Reserve Money Market MLIKX
Total Available Funds: 42
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Inst
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I
Foreign Large Value ICEUX MainStay ICAP International I
Foreign Large Growth OIGYX Oppenheimer International Growth Y
WORLD STOCK RNPEX American Funds New Perspective R4
WORLD STOCK RSLEX American Funds SMALLCAP World R4
WORLD STOCK RWIEX American Funds Capital World G/I R4
Foreign Large Value MINHX MFS International Value R4
Foreign Large Blend REREX American Funds EuroPacific Gr R4
WORLD STOCK MWEFX MFS Global Equity A
Foreign Large Blend MDIIX BlackRock International Index Inv A
EUROPE STOCK AEDAX Invesco European Growth A
COMMODITIES
COMMODITIES BROAD BASKET SKNRX DWS Enhanced Commodity Strategy A
Others
World Allocation SGIIX First Eagle Global I
Aggressive Allocation IYBIX Ivy Balanced I
ROOT CASH Retirement Reserve Money Market MLIKX
FIXED INCOME
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Instl
WORLD BOND OIBYX Oppenheimer International Bond Y
Short-Term Bond PIFZX Prudential Short-Term Corporate Bd Z
Multisector Bond AGDIX AllianceBern High Income I
Intermediate-Term Bond PIOBX Pioneer Bond A
SHORT GOVERNMENT IPFIX Victory Fund for Income A
Intermediate Government OGGAX JPMorgan Government Bond A
Short-Term Bond THRIX Thornburg Limited Term Income R4
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
LARGE VALUE DDVIX Delaware Value Inst
SMALL BLEND DISSX Dreyfus Small Cap Stock Index
MID-CAP BLEND PEXMX T. Rowe Price Extended Equity Market Idx
MID-CAP VALUE MVCJX MFS Mid Cap Value R4
LARGE GROWTH JGIRX JPMorgan Intrepid Growth R5
SMALL VALUE UBVAX Undiscovered Mgrs Behavioral Value A
Small Growth SASMX Legg Mason ClearBridge Small Cap Gr A
LARGE GROWTH RAFEX American Funds AMCAP R4
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
LARGE BLEND RICEX American Funds Invmt Co of America R4
MID-CAP BLEND PECAX JPMorgan Intrepid Mid Cap A
LARGE VALUE JDVPX JHancock3 Disciplined Value R2
Mid-Cap Growth JDMAX Janus Enterprise A
LARGE VALUE ACSHX Invesco Van Kampen Comstock Instl
LARGE BLEND BSPIX Blackrock S&P 500 Index Institutional
LARGE BLEND CORRX Columbia Contrarian Core R4
Total Available Funds: 42
  • 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
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Inst 81% 3 60 0 1.99% 3.53%
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A 65% 3 60 0 0.84% 0.54%
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I 100% 3 60 0 0.75% 1.9%
Foreign Large Value ICEUX MainStay ICAP International I 98% 3 60 0 1.51% 1.7%
Foreign Large Growth OIGYX Oppenheimer International Growth Y 92% 3 60 0 1.1% 0.87%
WORLD STOCK RNPEX American Funds New Perspective R4 65% 3 60 0 1.47% 5.53%
WORLD STOCK RSLEX American Funds SMALLCAP World R4 64% 3 60 0 0.66% 0%
WORLD STOCK RWIEX American Funds Capital World G/I R4 64% 3 60 0 0.53% 3.48%
Foreign Large Value MINHX MFS International Value R4 62% 3 60 0 0.61% 0%
Foreign Large Blend REREX American Funds EuroPacific Gr R4 57% 3 60 0 0.9% 3.74%
WORLD STOCK MWEFX MFS Global Equity A 53% 3 60 0 0.9% 0%
Foreign Large Blend MDIIX BlackRock International Index Inv A 43% 3 60 0 0.34% 3.02%
EUROPE STOCK AEDAX Invesco European Growth A 30% 3 60 0 1.3% 0%
COMMODITIES
COMMODITIES BROAD BASKET SKNRX DWS Enhanced Commodity Strategy A 65% 3 60 0 1.02% 1.13%
Others
World Allocation SGIIX First Eagle Global I 89% 3 60 0 1.2% 1.46%
Aggressive Allocation IYBIX Ivy Balanced I 77% 3 60 0 1.34% 1.04%
ROOT CASH Retirement Reserve Money Market MLIKX 0% 1 60 0 NA 4.14%
FIXED INCOME
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Instl 96% 3 60 0 0.81% 3.45%
WORLD BOND OIBYX Oppenheimer International Bond Y 94% 3 60 0 0.71% 4.58%
Short-Term Bond PIFZX Prudential Short-Term Corporate Bd Z 93% 3 60 0 0.47% 3.59%
Multisector Bond AGDIX AllianceBern High Income I 74% 3 60 0 0.9% 7.4%
Intermediate-Term Bond PIOBX Pioneer Bond A 57% 3 60 0 0.44% 3.27%
SHORT GOVERNMENT IPFIX Victory Fund for Income A 49% 3 60 0 0.63% 5.38%
Intermediate Government OGGAX JPMorgan Government Bond A 41% 3 60 0 0.48% 2.29%
Short-Term Bond THRIX Thornburg Limited Term Income R4 1% 3 60 0 0.99% 2.87%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth 100% 3 60 0 1.23% 0%
LARGE VALUE DDVIX Delaware Value Inst 87% 3 60 0 0.68% 1.79%
SMALL BLEND DISSX Dreyfus Small Cap Stock Index 79% 3 60 0 0.5% 12.27%
MID-CAP BLEND PEXMX T. Rowe Price Extended Equity Market Idx 76% 3 60 0 0.25% 3.71%
MID-CAP VALUE MVCJX MFS Mid Cap Value R4 71% 3 60 0 0.74% 2.98%
LARGE GROWTH JGIRX JPMorgan Intrepid Growth R5 66% 3 60 0 0.84% 0.99%
SMALL VALUE UBVAX Undiscovered Mgrs Behavioral Value A 53% 3 60 0 1.24% 7.65%
Small Growth SASMX Legg Mason ClearBridge Small Cap Gr A 48% 3 60 0 0.9% 0.44%
LARGE GROWTH RAFEX American Funds AMCAP R4 44% 3 60 0 0.49% 3.32%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 39% 3 60 0 0.3% 0%
LARGE BLEND RICEX American Funds Invmt Co of America R4 36% 3 60 0 0.27% 5.03%
MID-CAP BLEND PECAX JPMorgan Intrepid Mid Cap A 31% 3 60 0 1.09% 0%
LARGE VALUE JDVPX JHancock3 Disciplined Value R2 11% 3 60 0 0.9% 6.04%
Mid-Cap Growth JDMAX Janus Enterprise A 4% 3 60 0 1.14% 18.28%
LARGE VALUE ACSHX Invesco Van Kampen Comstock Instl 4% 3 60 0 1.55% 1.54%
LARGE BLEND BSPIX Blackrock S&P 500 Index Institutional 0% 3 60 0 0.03% 1.46%
LARGE BLEND CORRX Columbia Contrarian Core R4 0% 3 60 0 0.72% 3.03%
Average Expense Ratio: 0.85%
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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 1.6% 5.8% -3.0% 1.6% 2.4% 4.5%

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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:SNPS)
The plan consists of 42 funds. It covers 6 major asset classes and 27 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity, REITs and Commodity.




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