MyPlanIQ 401k Investor infoUSA 401(k) Plan

infoUSA 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts Portfolio
REAL ESTATE
REAL ESTATE STMDX Stratton Monthly dividend REIT
REAL ESTATE CSRSX Cohen Steers Realty Shares Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fd
PACIFIC/ASIA EX-JAPAN STK MAPTX Matthews Pacific Tiger Fund
Others
Target Date 2046-2050 JTSIX JPMorgan Smart Retire 2050-I
Target Date 2041-2045 JSAIX JPMorgan Smart Retire 2045-I
Target Date 2021-2025 JNSIX JPMorgan Smart Retire 2025-I
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Intermediate Government CPTNX American Centy Govt Bond Fd
Emerging Markets Bond GSDIX Goldman Sachs Money market fund
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts Portfolio
REAL ESTATE
REAL ESTATE STMDX Stratton Monthly dividend REIT
REAL ESTATE CSRSX Cohen Steers Realty Shares Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fd
PACIFIC/ASIA EX-JAPAN STK MAPTX Matthews Pacific Tiger Fund
Others
Target Date 2046-2050 JTSIX JPMorgan Smart Retire 2050-I
Target Date 2041-2045 JSAIX JPMorgan Smart Retire 2045-I
Target Date 2021-2025 JNSIX JPMorgan Smart Retire 2025-I
Target Date 2026-2030 JSMIX JPMorgan Smart Retire 2030-I
Target Date 2036-2040 SMTIX JPMorgan Smart Retire 2040-I
Target Date 2031-2035 SRJIX JPMorgan Smart Retire 2035-I
Natural Resources PRNEX T Rowe Price New Era Fund
Target Date 2011-2015 JSFIX JPMorgan Smart Retire 2015-I
Target Date 2000-2010 JSWIX JPMorgan Smart Retire 2010-I
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Intermediate Government CPTNX American Centy Govt Bond Fd
Emerging Markets Bond GSDIX Goldman Sachs Money market fund
Multisector Bond LSBDX Loomis Sayles Bond Fund
US EQUITY
LARGE GROWTH JAGIX Janus Growth Income Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
SMALL VALUE PSVIX Allianze NFJ Small Cap Val Fund
MID-CAP VALUE TRMCX T Rowe Price Mid Cap Value Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
Small Growth CIPSX Champlain Small Co Fd
LARGE GROWTH RGAEX American Grw Fd of Amer
Mid-Cap Growth HMCJX Eagle Mid Cap Stock fund
Total Available Funds: 27
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts Portfolio 91% 3 60 0 1.07% 4.97%
REAL ESTATE
REAL ESTATE STMDX Stratton Monthly dividend REIT 83% 3 60 0 1.12% 2.45%
REAL ESTATE CSRSX Cohen Steers Realty Shares Fund 76% 3 60 0 0.88% 2.09%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fd 94% 3 60 0 0.84% 1.86%
PACIFIC/ASIA EX-JAPAN STK MAPTX Matthews Pacific Tiger Fund 72% 3 60 0 1.03% 3%
Others
Target Date 2046-2050 JTSIX JPMorgan Smart Retire 2050-I 92% 3 60 0 0.67% 1.56%
Target Date 2041-2045 JSAIX JPMorgan Smart Retire 2045-I 82% 3 60 0 0.67% 1.5%
Target Date 2021-2025 JNSIX JPMorgan Smart Retire 2025-I 81% 3 60 0 0.63% 2.44%
Target Date 2026-2030 JSMIX JPMorgan Smart Retire 2030-I 79% 3 60 0 0.64% 2.16%
Target Date 2036-2040 SMTIX JPMorgan Smart Retire 2040-I 74% 3 60 0 0.67% 1.71%
Target Date 2031-2035 SRJIX JPMorgan Smart Retire 2035-I 73% 3 60 0 0.51% 1.85%
Natural Resources PRNEX T Rowe Price New Era Fund 63% 3 60 0 0.74% 11.63%
Target Date 2011-2015 JSFIX JPMorgan Smart Retire 2015-I 0% 3 60 0 0.66% 0%
Target Date 2000-2010 JSWIX JPMorgan Smart Retire 2010-I 0% 3 60 0 0.61% 2.66%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
Intermediate Government CPTNX American Centy Govt Bond Fd 94% 3 60 0 0.36% 3.7%
Emerging Markets Bond GSDIX Goldman Sachs Money market fund 90% 3 60 0 1.16% 7.79%
Multisector Bond LSBDX Loomis Sayles Bond Fund 82% 3 60 0 0.6% 5.33%
US EQUITY
LARGE GROWTH JAGIX Janus Growth Income Fund 98% 3 60 0 1.01% 0.94%
LARGE BLEND VFINX Vanguard 500 Index Fund 98% 3 60 0 0.14% 1.27%
LARGE VALUE PRFDX T Rowe Price Equity Income Fund 97% 3 60 0 1.23% 1.94%
SMALL VALUE PSVIX Allianze NFJ Small Cap Val Fund 93% 3 60 0 0.91% 1.89%
MID-CAP VALUE TRMCX T Rowe Price Mid Cap Value Fund 81% 3 60 0 0.83% 7.78%
LARGE BLEND VINIX Vanguard Institutional Index Fund 78% 3 60 0 0.02% 1.36%
Small Growth CIPSX Champlain Small Co Fd 60% 3 60 0 1.27% 0%
LARGE GROWTH RGAEX American Grw Fd of Amer 39% 3 60 0 0.3% 0%
Mid-Cap Growth HMCJX Eagle Mid Cap Stock fund 0% 3 60 0 0.79% 5.74%
Average Expense Ratio: 0.75%
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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 1.2% 10.1% 0.9% 3.9% 4.0% 6.7%

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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(Ticker:IUSA)
The plan consists of 29 funds. It covers 5 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, REITs and Emerging Market Equity.


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