MyPlanIQ 401k Investor MAGNETEK FLEXCARE PLUS RETIREMENT SAVINGS PLAN

MAGNETEK FLEXCARE PLUS RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Value SGOIX First Eagle Funds Overseas Fund
Foreign Large Blend OIEAX JPMorgan Chase International Equity Index Fund
US EQUITY
Mid-Cap Growth TWHIX American Century Investments Heritage Fund
SMALL VALUE ACVIX American Century Investments Small Cap Value Fund
LARGE VALUE EILVX Eaton Vance Large Cap Value Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Inflation-Protected Bond APISX American Century Investments Inflation Protected Bond Fund
SHORT GOVERNMENT STABLEVALUE JPMorgan Chase JPMorgan Stable Value Fund
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Value SGOIX First Eagle Funds Overseas Fund
Foreign Large Blend OIEAX JPMorgan Chase International Equity Index Fund
US EQUITY
Mid-Cap Growth TWHIX American Century Investments Heritage Fund
SMALL VALUE ACVIX American Century Investments Small Cap Value Fund
LARGE VALUE EILVX Eaton Vance Large Cap Value Fund
LARGE BLEND ACQIX American Century Investments Equity Index Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Inflation-Protected Bond APISX American Century Investments Inflation Protected Bond Fund
SHORT GOVERNMENT STABLEVALUE JPMorgan Chase JPMorgan Stable Value Fund
Total Available Funds: 9
  • 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 Small/Mid Value SGOIX First Eagle Funds Overseas Fund 96% 3 60 0 0.8% 2.5%
Foreign Large Blend OIEAX JPMorgan Chase International Equity Index Fund 0% 3 60 0 0.35% 4.52%
US EQUITY
Mid-Cap Growth TWHIX American Century Investments Heritage Fund 96% 3 60 0 0.01% 0%
SMALL VALUE ACVIX American Century Investments Small Cap Value Fund 90% 3 60 0 1.34% 1.18%
LARGE VALUE EILVX Eaton Vance Large Cap Value Fund 90% 3 60 0 0.77% 1.16%
LARGE BLEND ACQIX American Century Investments Equity Index Fund 0% 3 60 0 0.15% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
Inflation-Protected Bond APISX American Century Investments Inflation Protected Bond Fund 94% 3 60 0 0.88% 2.95%
SHORT GOVERNMENT STABLEVALUE JPMorgan Chase JPMorgan Stable Value Fund 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.64%
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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 7.2% 20.2% 8.6% 8.1% 6.0% 8.0%

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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:MAG)
The plan consists of 9 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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