MyPlanIQ 401k Investor ECOLOGY AND ENVIRONMENT INC. 401K PLAN

ECOLOGY AND ENVIRONMENT INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 40
Asset Class Ticker Description Rating
Emerging Market
China Region MCHFX Matthews Dragon Ctry China Fd C1 I
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open
Latin America Stock UBPIX Profunds Ultra-Latin
INTERNATIONAL EQUITY
WORLD STOCK JORNX Janus Orion Fund Class T
WORLD STOCK WWNPX Kinetics Paradigm Fund
Foreign Large Growth JFFIX Janus Adviser International Growth Fund A
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation Fund
Total Available Funds: 40
Asset Class Ticker Description Rating
Emerging Market
China Region MCHFX Matthews Dragon Ctry China Fd C1 I
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open
Latin America Stock UBPIX Profunds Ultra-Latin
INTERNATIONAL EQUITY
WORLD STOCK JORNX Janus Orion Fund Class T
WORLD STOCK WWNPX Kinetics Paradigm Fund
Foreign Large Growth JFFIX Janus Adviser International Growth Fund A
Foreign Large Blend HIINX Harbor International Fund Inv
Foreign Large Value MGIAX MFS Value Fund A
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn Fund A
Foreign Large Growth UMBWX Scout International Fund
EUROPE STOCK EUROX US Global Regent Eastern European
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation Fund
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund
Conservative Allocation MACFX MFS Conservative Allocation Fund A
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Moderate Allocation MSFRX MFS Total Return Fund A
Moderate Allocation MAMAX MFS Moderate Allocation Fund A
Industrials PXR Powershs Exch Trad Fd Tr
FIXED INCOME
Inflation-Protected Bond AIANX American Century Inflation Adj Bond
Intermediate-Term Bond PTTAX PIMCO Total Return Fund A
Inflation-Protected Bond AIAVX American Century Inflation Adj Bond Adv
Short-Term Bond VBISX Vanguard Short Term Bond Index
US EQUITY
LARGE BLEND NBSRX Neuberger Berman Socially Responsible Fund
LARGE BLEND BTIEX DWS Equity 500 Index Funds
LARGE GROWTH MAAGX MFS Aggressive Growth Allocation Fund A
LARGE BLEND MAGWX MFS Growth Allocation Fund A
SMALL VALUE SSGSX Victory Small Company Opportunity Fund A
LARGE VALUE TWEIX American Century Equity Income Fund
LARGE GROWTH MFCAX MFS Core Growth Fund A
MID-CAP BLEND FLPSX Fidelity Low Priced Stock Fund
Mid-Cap Growth THCRX Thornburg Core Growth Fund
Mid-Cap Growth EVSEX Eaton Vance Special Equities Fund A
LARGE VALUE JAPIX Janus Adviser Perkins Mid Cap Value Fund A
Small Growth WGGFX Winslow Green Growth Fund,
LARGE GROWTH CGMFX CGM Focus Fund
Total Available Funds: 40
  • 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
China Region MCHFX Matthews Dragon Ctry China Fd C1 I 93% 3 60 0 1.12% 0.82%
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open 91% 3 60 0 1.07% 4.6%
Latin America Stock UBPIX Profunds Ultra-Latin 51% 3 60 0 1.73% 7.54%
INTERNATIONAL EQUITY
WORLD STOCK JORNX Janus Orion Fund Class T 91% 3 60 0 1.04% 0.89%
WORLD STOCK WWNPX Kinetics Paradigm Fund 76% 3 60 0 1.44% 2.4%
Foreign Large Growth JFFIX Janus Adviser International Growth Fund A 72% 3 60 0 0.67% 1.51%
Foreign Large Blend HIINX Harbor International Fund Inv 65% 3 60 0 0.69% 2.63%
Foreign Large Value MGIAX MFS Value Fund A 51% 3 60 0 0.61% 0%
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn Fund A 30% 3 60 0 1.23% 0%
Foreign Large Growth UMBWX Scout International Fund 0% 3 60 0 0.95% 2.91%
EUROPE STOCK EUROX US Global Regent Eastern European 0% 3 60 0 3.92% 15.2%
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund 100% 3 60 0 1.08% 10.48%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund 100% 3 60 0 0.99% 10.65%
Moderate Allocation PRWCX T. Rowe Price Capital Appreciation Fund 99% 3 60 0 0.98% 2%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 Fund 99% 3 60 0 1.05% 11.24%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund 96% 3 60 0 0.78% 11.87%
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund 91% 3 60 0 0.6% 7.59%
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund 84% 3 60 0 0.63% 6.57%
Conservative Allocation MACFX MFS Conservative Allocation Fund A 74% 3 60 0 0.83% 3.42%
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 70% 3 60 0 0.08% 2.62%
Moderate Allocation MSFRX MFS Total Return Fund A 55% 3 60 0 0.39% 2.52%
Moderate Allocation MAMAX MFS Moderate Allocation Fund A 37% 3 60 0 0.65% 3.89%
Industrials PXR Powershs Exch Trad Fd Tr 0% 3 60 0 0.76% 2.86%
FIXED INCOME
Inflation-Protected Bond AIANX American Century Inflation Adj Bond 54% 3 60 0 0.76% 4.69%
Intermediate-Term Bond PTTAX PIMCO Total Return Fund A 53% 3 60 0 0.8% 4.84%
Inflation-Protected Bond AIAVX American Century Inflation Adj Bond Adv 34% 3 60 0 0.21% 6%
Short-Term Bond VBISX Vanguard Short Term Bond Index 13% 3 60 0 0.07% 2.54%
US EQUITY
LARGE BLEND NBSRX Neuberger Berman Socially Responsible Fund 84% 3 60 0 1.06% 0.22%
LARGE BLEND BTIEX DWS Equity 500 Index Funds 75% 3 60 0 0.2% 1.22%
LARGE GROWTH MAAGX MFS Aggressive Growth Allocation Fund A 60% 3 60 0 1.75% 3.79%
LARGE BLEND MAGWX MFS Growth Allocation Fund A 59% 3 60 0 0.69% 4.09%
SMALL VALUE SSGSX Victory Small Company Opportunity Fund A 44% 3 60 0 0.85% 6.32%
LARGE VALUE TWEIX American Century Equity Income Fund 15% 3 60 0 1.18% 2.37%
LARGE GROWTH MFCAX MFS Core Growth Fund A 6% 3 60 0 1.12% 10.95%
MID-CAP BLEND FLPSX Fidelity Low Priced Stock Fund 1% 3 60 0 0.92% 1.69%
Mid-Cap Growth THCRX Thornburg Core Growth Fund 0% 3 60 0 0.95% 0%
Mid-Cap Growth EVSEX Eaton Vance Special Equities Fund A 0% 3 60 0 1.95% 0%
LARGE VALUE JAPIX Janus Adviser Perkins Mid Cap Value Fund A 0% 3 60 0 0.84% 14.32%
Small Growth WGGFX Winslow Green Growth Fund, 0% 3 60 0 1.46% 0%
LARGE GROWTH CGMFX CGM Focus Fund 0% 3 60 0 1.3% 0%
Average Expense Ratio: 0.99%
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Model Portfolios

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*
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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:EEI)
This plan consists of 42 funds, some of them are: VTTVX, TRRHX, CGMFX, PRWCX, EUROX, TWEIX.
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