MyPlanIQ 401k Investor FLOTEK INDUSTRIES, INC. 401(k) PLAN

FLOTEK INDUSTRIES, INC. 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE SUSIX JPMorgan Chase Bank Invesco Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Growth AWPAX AllianceBerstein International Growth Fund
Others
World Allocation MALOX BlackRock Global Allocation Fund
Equity Energy AMJ JPMorgan Chase Bank Invesco Energy Fund N/A
US EQUITY
Mid-Cap Growth TWHIX American Century Heritage Fund
LARGE GROWTH JCAPX Janus Forty Fund
SMALL VALUE PSVIX Allianz NFJ Small-Cap Value Fund
FIXED INCOME
Multisector Bond OPSIX Oppenheimer Strategic Income Fund
Inflation-Protected Bond JIMAX JPMorgan Inflation Managed Bond A
Total Available Funds: 17
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE SUSIX JPMorgan Chase Bank Invesco Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Growth AWPAX AllianceBerstein International Growth Fund
Others
World Allocation MALOX BlackRock Global Allocation Fund
Equity Energy AMJ JPMorgan Chase Bank Invesco Energy Fund N/A
US EQUITY
Mid-Cap Growth TWHIX American Century Heritage Fund
LARGE GROWTH JCAPX Janus Forty Fund
SMALL VALUE PSVIX Allianz NFJ Small-Cap Value Fund
LARGE BLEND NYVTX Davis NY Venture Fund
MID-CAP BLEND FLVCX Fidelity Advisor Leveraged Company Stock Fund
LARGE VALUE MALVX BlackRock Large Cap Value Fund
SMALL BLEND FSOPX Fidelity Advisor Small Cap Fund
SMALL BLEND OPMSX Oppenheimer Main Street Small Cap Fund
MID-CAP VALUE PIMVX Virtus Mid-Cap Value Fund
FIXED INCOME
Multisector Bond OPSIX Oppenheimer Strategic Income Fund
Inflation-Protected Bond JIMAX JPMorgan Inflation Managed Bond A
Total Available Funds: 17
  • 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 SUSIX JPMorgan Chase Bank Invesco Real Estate Fund 33% 3 60 0 1.19% 0%
INTERNATIONAL EQUITY
Foreign Large Growth AWPAX AllianceBerstein International Growth Fund 50% 3 60 0 1.49% 0%
Others
World Allocation MALOX BlackRock Global Allocation Fund 90% 3 60 0 0.84% 1.63%
Equity Energy AMJ JPMorgan Chase Bank Invesco Energy Fund N/A 53% 3 60 0 0.85% 7.65%
US EQUITY
Mid-Cap Growth TWHIX American Century Heritage Fund 96% 3 60 0 0.01% 0.88%
LARGE GROWTH JCAPX Janus Forty Fund 95% 3 60 0 1.64% 9.3%
SMALL VALUE PSVIX Allianz NFJ Small-Cap Value Fund 93% 3 60 0 0.91% 10.25%
LARGE BLEND NYVTX Davis NY Venture Fund 92% 3 60 0 1.75% 8.91%
MID-CAP BLEND FLVCX Fidelity Advisor Leveraged Company Stock Fund 85% 3 60 0 0.74% 12.93%
LARGE VALUE MALVX BlackRock Large Cap Value Fund 83% 3 60 0 0.79% 3.14%
SMALL BLEND FSOPX Fidelity Advisor Small Cap Fund 60% 3 60 0 0% 1.13%
SMALL BLEND OPMSX Oppenheimer Main Street Small Cap Fund 43% 3 60 0 1.32% 3.76%
MID-CAP VALUE PIMVX Virtus Mid-Cap Value Fund 0% 3 60 0 1.22% 20.6%
FIXED INCOME
Multisector Bond OPSIX Oppenheimer Strategic Income Fund 54% 3 60 0 0.86% 5.39%
Inflation-Protected Bond JIMAX JPMorgan Inflation Managed Bond A 0% 3 60 0 0.75% 2.04%
Average Expense Ratio: 0.96%
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Related Retirement Plans
FLOTEK INDUSTRIES, INC. 401(K) PLAN
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:FTK)
The plan consists of 17 funds. It covers 4 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.
Flotek Industries, Inc. (Ticker:FTK) has the "FLOTEK INDUSTRIES, INC. 401(k) PLAN".


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