MyPlanIQ 401k Investor EAGLE GROUP INC. 401K PLAN

EAGLE GROUP INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IRGIX clarion global real estate portfolio
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX harris oakmark international portfolio
WORLD STOCK OGLYX oppenheimer global equity portfolio
Foreign Large Value TFFAX templeton foreign securities fund class 2
Others
Conservative Allocation GGIZX american funds balanced allocation portfolio
Moderate Allocation LMRNX legg mason investment counsel variable social awareness portfolio
ROOT MET metlife conservative allocation portfolio
FIXED INCOME
Intermediate Government VFITX western asset management u.s. government portfolio class a
High Yield Bond BRHYX blackrock high yield portfolio
Intermediate-Term Bond BIBRX blackrock bond income portfolio
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IRGIX clarion global real estate portfolio
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX harris oakmark international portfolio
WORLD STOCK OGLYX oppenheimer global equity portfolio
Foreign Large Value TFFAX templeton foreign securities fund class 2
Others
Conservative Allocation GGIZX american funds balanced allocation portfolio
Moderate Allocation LMRNX legg mason investment counsel variable social awareness portfolio
ROOT MET metlife conservative allocation portfolio
Moderate Allocation HVABX american funds moderate allocation portfolio
FIXED INCOME
Intermediate Government VFITX western asset management u.s. government portfolio class a
High Yield Bond BRHYX blackrock high yield portfolio
Intermediate-Term Bond BIBRX blackrock bond income portfolio
US EQUITY
LARGE GROWTH PAGRX metlife aggressive strategy portfolio
Mid-Cap Growth NBGIX neuberger berman genesis portfolio
SMALL BLEND PRSVX t. rowe price small cap growth portfolio
LARGE GROWTH TRLGX t. rowe price large cap growth portfolio
LARGE GROWTH PJFZX jennison growth portfolio
LARGE BLEND PIORX pioneer fund portfolio
Mid-Cap Growth VPFSX fidelity vip mid cap portfolio
LARGE BLEND IFVCX fidelity vip contrafund portfolio
LARGE GROWTH IAFSX american funds growth allocation portfolio
Total Available Funds: 20
  • 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
Global Real Estate IRGIX clarion global real estate portfolio 93% 3 60 0 1.47% 2.94%
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX harris oakmark international portfolio 100% 3 60 0 0.75% 1.9%
WORLD STOCK OGLYX oppenheimer global equity portfolio 85% 3 60 0 1.31% 0%
Foreign Large Value TFFAX templeton foreign securities fund class 2 80% 3 60 0 0.85% 1.24%
Others
Conservative Allocation GGIZX american funds balanced allocation portfolio 77% 3 60 0 0.97% 1.29%
Moderate Allocation LMRNX legg mason investment counsel variable social awareness portfolio 66% 3 60 0 0.73% 0.75%
ROOT MET metlife conservative allocation portfolio 0% 3 60 0 NA 3.1%
Moderate Allocation HVABX american funds moderate allocation portfolio 0% 3 60 0 0.86% 0%
FIXED INCOME
Intermediate Government VFITX western asset management u.s. government portfolio class a 97% 1 60 0 0.2% 3.38%
High Yield Bond BRHYX blackrock high yield portfolio 72% 1 60 0 0.51% 5.68%
Intermediate-Term Bond BIBRX blackrock bond income portfolio 0% 1 60 0 NA NA
US EQUITY
LARGE GROWTH PAGRX metlife aggressive strategy portfolio 96% 3 60 0 1.21% 2.75%
Mid-Cap Growth NBGIX neuberger berman genesis portfolio 91% 3 60 0 1.34% 0.15%
SMALL BLEND PRSVX t. rowe price small cap growth portfolio 85% 3 60 0 1.17% 3.33%
LARGE GROWTH TRLGX t. rowe price large cap growth portfolio 77% 3 60 0 0.7% 2.07%
LARGE GROWTH PJFZX jennison growth portfolio 74% 3 60 0 1.71% 0%
LARGE BLEND PIORX pioneer fund portfolio 30% 3 60 0 1.5% 2.42%
Mid-Cap Growth VPFSX fidelity vip mid cap portfolio 0% 3 60 0 1.21% 0%
LARGE BLEND IFVCX fidelity vip contrafund portfolio 0% 3 60 0 1.35% 0%
LARGE GROWTH IAFSX american funds growth allocation portfolio 0% 3 60 0 NA 0%
Average Expense Ratio: 1.05%
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Related Retirement Plans
EAGLE GROUP 401(K) RETIREMENT PLAN
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 1.3% 11.7% 2.5% 7.2% 5.9% 7.7%

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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
The plan consists of 20 funds. It covers 4 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.


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