MyPlanIQ 401k Investor Eykon Wall Source Inc 401K Plan

Eykon Wall Source Inc 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPCX American Funds New Perspective R3
Foreign Large Growth THVRX Thornburg International Value R4
WORLD STOCK RGWAX American Funds Growth R3
Others
Target Date 2041-2045 ISRAX Voya Solution 2045 Port ADV
Target Date 2031-2035 ISQAX Voya Solution 2035 Port ADV
Target Date 2021-2025 ISZAX Voya Solution 2025 Port ADV
US EQUITY
LARGE VALUE PYEQX Pioneer Equity Income Y
MID-CAP VALUE IJMIX JPMorgan Mid Cap Value I
Mid-Cap Growth MGOYX Victory Munder Mid Cap Core Growth Y
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPCX American Funds New Perspective R3
Foreign Large Growth THVRX Thornburg International Value R4
WORLD STOCK RGWAX American Funds Growth R3
Others
Target Date 2041-2045 ISRAX Voya Solution 2045 Port ADV
Target Date 2031-2035 ISQAX Voya Solution 2035 Port ADV
Target Date 2021-2025 ISZAX Voya Solution 2025 Port ADV
Moderate Allocation RLBBX American Funds Am Balanced R3
Retirement Income ISWAX Voya Solution Income Port ADV
Target Date 2046-2050 ISNPX Voya Solution 2050 Port ADV
Target Date 2036-2040 ISNKX Voya Solution 2040 Port ADV
Target Date 2026-2030 ISNFX Voya Solution 2030 Port ADV
Target Date 2051-2055 IASPX Voya Solution 2055 Port ADV
Target Date 2056-2060 VSPAX Voya Solution 2060 Port ADV
Target Date 2016-2020 ISNAX Voya Solution 2020 Port ADV
US EQUITY
LARGE VALUE PYEQX Pioneer Equity Income Y
MID-CAP VALUE IJMIX JPMorgan Mid Cap Value I
Mid-Cap Growth MGOYX Victory Munder Mid Cap Core Growth Y
Mid-Cap Growth IBGIX Baron Growth
SMALL BLEND GSSMX Goldman Sachs Small Cap Value A
LARGE GROWTH RGACX American Funds Growth R3
FIXED INCOME
Intermediate-Term Bond OPIGX Oppenheimer Core Bond A
High Yield Bond RSHIX Columbia High Yield Bond K
Total Available Funds: 22
  • 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
INTERNATIONAL EQUITY
WORLD STOCK RNPCX American Funds New Perspective R3 63% 3 60 0 1.47% 5.54%
Foreign Large Growth THVRX Thornburg International Value R4 25% 3 60 0 1.36% 2.28%
WORLD STOCK RGWAX American Funds Growth R3 13% 3 60 0 1.03% 1.17%
Others
Target Date 2041-2045 ISRAX Voya Solution 2045 Port ADV 62% 3 60 0 1% 8.3%
Target Date 2031-2035 ISQAX Voya Solution 2035 Port ADV 60% 3 60 0 1.23% 6.64%
Target Date 2021-2025 ISZAX Voya Solution 2025 Port ADV 58% 3 60 0 0.72% 4.27%
Moderate Allocation RLBBX American Funds Am Balanced R3 37% 3 60 0 0.31% 1.81%
Retirement Income ISWAX Voya Solution Income Port ADV 34% 3 60 0 1.08% 3.75%
Target Date 2046-2050 ISNPX Voya Solution 2050 Port ADV 32% 3 60 0 1.46% 6.12%
Target Date 2036-2040 ISNKX Voya Solution 2040 Port ADV 28% 3 60 0 1.43% 6.02%
Target Date 2026-2030 ISNFX Voya Solution 2030 Port ADV 27% 3 60 0 0.72% 4.31%
Target Date 2051-2055 IASPX Voya Solution 2055 Port ADV 7% 3 60 0 1.48% 5.22%
Target Date 2056-2060 VSPAX Voya Solution 2060 Port ADV 0% 3 60 0 0.78% 5.14%
Target Date 2016-2020 ISNAX Voya Solution 2020 Port ADV 0% 3 60 0 1.22% 4.55%
US EQUITY
LARGE VALUE PYEQX Pioneer Equity Income Y 90% 3 60 0 0.78% 16.31%
MID-CAP VALUE IJMIX JPMorgan Mid Cap Value I 85% 3 60 0 1.1% 11.54%
Mid-Cap Growth MGOYX Victory Munder Mid Cap Core Growth Y 82% 3 60 0 1.57% 4.94%
Mid-Cap Growth IBGIX Baron Growth 75% 3 60 0 1.39% 5.33%
SMALL BLEND GSSMX Goldman Sachs Small Cap Value A 39% 3 60 0 1.23% 5.02%
LARGE GROWTH RGACX American Funds Growth R3 37% 3 60 0 0.3% 8.34%
FIXED INCOME
Intermediate-Term Bond OPIGX Oppenheimer Core Bond A 33% 3 60 0 0.46% 4.3%
High Yield Bond RSHIX Columbia High Yield Bond K 0% 3 60 0 0.65% 5.38%
Average Expense Ratio: 1.04%
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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 4.4% 16.9% 1.8% 5.8% 5.3% 7.1%

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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 22 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

This plan is created upon a user's request.



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