MyPlanIQ 401k Investor SAVINGS PLAN FOR EMPLOYEES OF MEASUREMENT SPECIALTIES INC.

SAVINGS PLAN FOR EMPLOYEES OF MEASUREMENT SPECIALTIES INC.

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EKZBX Evergreen International Equity Fund
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Multisector Bond FSRIX Fidelity Advisor Strategic Income Fund
High Yield Bond MHYIX Mainstay High Yield Bond Fund
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund
LARGE VALUE GSFTX Columbia Dividend Income Fund
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EKZBX Evergreen International Equity Fund
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 Fund
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 Fund
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 Fund
Target Date 2041-2045 FFFIX Fidelity Advisor Freedom 2045 Fund
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 Fund
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 Fund
Retirement Income FIAFX Fidelity Advisor Freedom Income Fund
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 Fund
Target Date 2000-2010 FFIVX Fidelity Advisor Freedom 2005 Fund
Health FACDX Fidelity Advisor Health Care Fund
Conservative Allocation FTIWX Fidelity Advisor Asset Manager 20% Fund
Technology DGVRX Dreyfus Technology Growth Fund
ROOT CASH Fidelity Advisor Prime Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Multisector Bond FSRIX Fidelity Advisor Strategic Income Fund
High Yield Bond MHYIX Mainstay High Yield Bond Fund
Intermediate Government FVIIX Fidelity Advisor Government Income Fund
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund
LARGE VALUE GSFTX Columbia Dividend Income Fund
SMALL VALUE FCVIX Fidelity Advisor Small Cap Value Fund
LARGE GROWTH FINSX Fidelity Advisor New Insights Fund
Mid-Cap Growth FIIMX Fidelity Advisor Mid Cap II Fund
LARGE BLEND HLEIX JPMorgan Equity Index Fund
Mid-Cap Growth KAUFX Federated Kaufmann Fund
SMALL BLEND RSPFX RS Investments Partners A Fund
Total Available Funds: 29
  • 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
Foreign Large Blend EKZBX Evergreen International Equity Fund 0% 3 60 0 NA NA
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund 94% 3 60 0 1.11% 1.99%
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund 93% 3 60 0 1.03% 2.39%
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 Fund 93% 3 60 0 1% 1.79%
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 Fund 92% 3 60 0 1.07% 2.15%
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 Fund 91% 3 60 0 0.96% 1.9%
Target Date 2041-2045 FFFIX Fidelity Advisor Freedom 2045 Fund 90% 3 60 0 1.25% 1.93%
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 Fund 89% 3 60 0 1.16% 1.8%
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 Fund 88% 3 60 0 1.24% 1.17%
Retirement Income FIAFX Fidelity Advisor Freedom Income Fund 86% 3 60 0 0.47% 2.88%
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 Fund 85% 3 60 0 0.73% 2.62%
Target Date 2000-2010 FFIVX Fidelity Advisor Freedom 2005 Fund 82% 3 60 0 0.97% 2.69%
Health FACDX Fidelity Advisor Health Care Fund 73% 3 60 0 1.72% 0%
Conservative Allocation FTIWX Fidelity Advisor Asset Manager 20% Fund 70% 3 60 0 0.82% 4.97%
Technology DGVRX Dreyfus Technology Growth Fund 56% 3 60 0 0.77% 0%
ROOT CASH Fidelity Advisor Prime Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
Multisector Bond FSRIX Fidelity Advisor Strategic Income Fund 84% 3 60 0 0.98% 4.28%
High Yield Bond MHYIX Mainstay High Yield Bond Fund 73% 3 60 0 0.96% 5.64%
Intermediate Government FVIIX Fidelity Advisor Government Income Fund 65% 3 60 0 0.76% 1.83%
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund 98% 3 60 0 0.91% 1%
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund 91% 3 60 0 2.15% 4.01%
LARGE VALUE GSFTX Columbia Dividend Income Fund 91% 3 60 0 1.16% 5%
SMALL VALUE FCVIX Fidelity Advisor Small Cap Value Fund 91% 3 60 0 1.5% 3.98%
LARGE GROWTH FINSX Fidelity Advisor New Insights Fund 88% 3 60 0 0.7% 0.39%
Mid-Cap Growth FIIMX Fidelity Advisor Mid Cap II Fund 80% 3 60 0 1.25% 0.4%
LARGE BLEND HLEIX JPMorgan Equity Index Fund 77% 3 60 0 0.2% 1.24%
Mid-Cap Growth KAUFX Federated Kaufmann Fund 64% 3 60 0 2.51% 1.91%
SMALL BLEND RSPFX RS Investments Partners A Fund 40% 3 60 0 1.12% 5.35%
Average Expense Ratio: 1.09%
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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*
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:MEAS)
The plan consists of 29 funds. It covers 3 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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