MyPlanIQ 401k Investor SFN GROUP 401(k) Benefit Plan

SFN GROUP 401(k) Benefit Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas
Foreign Large Value JNUSX JPMorgan International Value*
Others
Target Date 2050+ JTSIX PMorgan SmartRetirement 2050*
Target Date 2041-2045 JSAIX JPMorgan SmartRetirement 2045*
Target Date 2021-2025 JNSIX JPMorgan SmartRetirement 2025*
FIXED INCOME
Multisector Bond LSBDX Loomis Sayles Bond
Intermediate-Term Bond LIGRX Loomis Sayles Inv Grade Bond
US EQUITY
SMALL BLEND PENNX Pennsylvania Mutual Fund
Mid-Cap Growth RPMGX T Rowe Price Mid Cap Growth
LARGE VALUE AADEX American Beacon Large Cap Value
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas
Foreign Large Value JNUSX JPMorgan International Value*
Others
Target Date 2050+ JTSIX PMorgan SmartRetirement 2050*
Target Date 2041-2045 JSAIX JPMorgan SmartRetirement 2045*
Target Date 2021-2025 JNSIX JPMorgan SmartRetirement 2025*
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030*
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040*
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020*
Target Date 2031-2035 SRJIX JPMorgan SmartRetirement 2035*
Retirement Income JSRAX JPMorgan SmartRetirement Income*
Target Date 2011-2015 JSFIX JPMorgan SmartRetirement 2015*
Target Date 2000-2010 JSWIX JPMorgan SmartRetirement 2010*
FIXED INCOME
Multisector Bond LSBDX Loomis Sayles Bond
Intermediate-Term Bond LIGRX Loomis Sayles Inv Grade Bond
US EQUITY
SMALL BLEND PENNX Pennsylvania Mutual Fund
Mid-Cap Growth RPMGX T Rowe Price Mid Cap Growth
LARGE VALUE AADEX American Beacon Large Cap Value
LARGE BLEND ISBAX Davis New York Venture
LARGE GROWTH AGTHX American Funds Growth Fund of America
MID-CAP VALUE CMUAX Columbia Mid Cap Value
LARGE BLEND OGEAX JPMorgan Equity Index*
Total Available Funds: 21
  • 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 Growth JAOSX Janus Overseas 95% 3 60 0 2.06% 2.7%
Foreign Large Value JNUSX JPMorgan International Value* 82% 3 60 0 1.5% 3.39%
Others
Target Date 2050+ JTSIX PMorgan SmartRetirement 2050* 92% 3 60 0 0.67% 1.56%
Target Date 2041-2045 JSAIX JPMorgan SmartRetirement 2045* 82% 3 60 0 0.67% 1.5%
Target Date 2021-2025 JNSIX JPMorgan SmartRetirement 2025* 81% 3 60 0 0.63% 2.44%
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030* 79% 3 60 0 0.64% 2.16%
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040* 74% 3 60 0 0.67% 1.71%
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020* 74% 3 60 0 0.62% 2.8%
Target Date 2031-2035 SRJIX JPMorgan SmartRetirement 2035* 73% 3 60 0 0.51% 1.85%
Retirement Income JSRAX JPMorgan SmartRetirement Income* 42% 3 60 0 0.86% 2.35%
Target Date 2011-2015 JSFIX JPMorgan SmartRetirement 2015* 0% 3 60 0 0.66% 0%
Target Date 2000-2010 JSWIX JPMorgan SmartRetirement 2010* 0% 3 60 0 0.61% 2.66%
FIXED INCOME
Multisector Bond LSBDX Loomis Sayles Bond 82% 3 60 0 0.6% 5.33%
Intermediate-Term Bond LIGRX Loomis Sayles Inv Grade Bond 52% 3 60 0 0.74% 3.9%
US EQUITY
SMALL BLEND PENNX Pennsylvania Mutual Fund 100% 3 60 0 0.96% 0.36%
Mid-Cap Growth RPMGX T Rowe Price Mid Cap Growth 87% 3 60 0 1.29% 6.44%
LARGE VALUE AADEX American Beacon Large Cap Value 78% 3 60 0 0.94% 1.65%
LARGE BLEND ISBAX Davis New York Venture 42% 3 60 0 0.95% 52.11%
LARGE GROWTH AGTHX American Funds Growth Fund of America 41% 3 60 0 0.3% 0%
MID-CAP VALUE CMUAX Columbia Mid Cap Value 41% 3 60 0 1.13% 1.24%
LARGE BLEND OGEAX JPMorgan Equity Index* 36% 3 60 0 0.45% 1.07%
Average Expense Ratio: 0.83%
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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 3.8% 12.7% 4.6% 7.8% 4.6% 6.9%

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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:SFN)
The plan consists of 21 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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