MyPlanIQ 401k Investor SPARTAN MOTORS RETIREMENT PLAN

SPARTAN MOTORS RETIREMENT PLAN Investment Model Portfolios

This Plan is unrated.
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SPARTAN MOTORS RETIREMENT PLAN
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerg Mrkts
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Retirement Income FFFAX Fidelity Freedom Income
FIXED INCOME
WORLD BOND TPINX TEMPLETON Global Bond A
Intermediate-Term Bond PTRAX Pimco Total Return Adm
Intermediate-Term Bond FBIDX Fidelity US Bond Index
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerg Mrkts
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
ROOT RIMEX Rainier Large Cap EQ
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
FIXED INCOME
WORLD BOND TPINX TEMPLETON Global Bond A
Intermediate-Term Bond PTRAX Pimco Total Return Adm
Intermediate-Term Bond FBIDX Fidelity US Bond Index
Inflation-Protected Bond FINPX Fidelity Inflation - Protected Bond
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value
LARGE VALUE AAGPX American Beacon Large Cap Value
SMALL VALUE PSVIX Allianz NFJ Small Cap Value
MID-CAP VALUE ARTQX Artisan Mid Cap Investment
LARGE BLEND FSMAX Fidelity Spartan 500 Index
MID-CAP BLEND FLPSX Fidelity Low Priced Stock
Small Growth AUSAX Columbia Acorn USA Z
Total Available Funds: 28
  • 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 FRESX Fidelity Real Estate Investment 96% 3 60 0 0.72% 5.6%
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerg Mrkts 82% 3 60 0 0.9% 0.64%
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 3.76%
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap 82% 3 60 0 1.43% 2.48%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 5.67%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 4.82%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 3.03%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 95% 3 60 0 0.66% 4.72%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 5%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 5.19%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 4.63%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 4.23%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 3.84%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 4.36%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 3.49%
ROOT RIMEX Rainier Large Cap EQ 0% 3 60 0 1.17% 44.72%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 6.09%
FIXED INCOME
WORLD BOND TPINX TEMPLETON Global Bond A 74% 3 60 0 0.96% 5.24%
Intermediate-Term Bond PTRAX Pimco Total Return Adm 66% 3 60 0 0.8% 4.03%
Intermediate-Term Bond FBIDX Fidelity US Bond Index 0% 3 60 0 0.13% 2.17%
Inflation-Protected Bond FINPX Fidelity Inflation - Protected Bond 0% 3 60 0 0.45% 5.42%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value 99% 3 60 0 0.76% 15.25%
LARGE VALUE AAGPX American Beacon Large Cap Value 97% 3 60 0 0.94% 13.12%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value 93% 3 60 0 0.91% 3.58%
MID-CAP VALUE ARTQX Artisan Mid Cap Investment 91% 3 60 0 1.05% 4.08%
LARGE BLEND FSMAX Fidelity Spartan 500 Index 70% 3 60 0 0.03% 0.52%
MID-CAP BLEND FLPSX Fidelity Low Priced Stock 1% 3 60 0 0.92% 13.78%
Small Growth AUSAX Columbia Acorn USA Z 0% 3 60 0 1.08% 3.97%
Average Expense Ratio: 0.7%
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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 9.0% 9.6% 5.3% 6.1% 4.7% 8.2%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.8% 0.4% -1.9% 3.4% 4.2% 5.5%

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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:SPAR)
The plan consists of 29 funds. It covers 5 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, Fixed Income and REITs.
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