MyPlanIQ 401k Investor INTHINC INC. 401K PLAN

INTHINC INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE NREAX Neuberger Berman Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS JEMSX JPMorgan Emerging Mkts Eq Sel
INTERNATIONAL EQUITY
Foreign Large Growth OIGAX Oppenheimer International Growth A
Others
Target Date 2046-2050 JTSSX JPMorgan SmartRetirement 2050 Select
Target Date 2041-2045 JSASX JPMorgan SmartRetirement 2045 Select
Target Date 2021-2025 JNSSX JPMorgan SmartRetirement 2025 Select
US EQUITY
LARGE GROWTH MFEHX MFS Growth R3
SMALL VALUE SSGSX Victory Small Company Opportunity A
Small Growth BSCFX Baron Small Cap Retail
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE NREAX Neuberger Berman Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS JEMSX JPMorgan Emerging Mkts Eq Sel
INTERNATIONAL EQUITY
Foreign Large Growth OIGAX Oppenheimer International Growth A
Others
Target Date 2046-2050 JTSSX JPMorgan SmartRetirement 2050 Select
Target Date 2041-2045 JSASX JPMorgan SmartRetirement 2045 Select
Target Date 2021-2025 JNSSX JPMorgan SmartRetirement 2025 Select
Target Date 2026-2030 JSMSX JPMorgan SmartRetirement 2030 Select
Target Date 2036-2040 SMTSX JPMorgan SmartRetirement 2040 Select
Target Date 2016-2020 JTTSX JPMorgan SmartRetirement 2020 Select
Target Date 2031-2035 SRJSX JPMorgan SmartRetirement 2035 Select
Retirement Income JSRSX JPMorgan SmartRetirement Income Select
Target Date 2051+ JFFSX JPMorgan SmartRetirement® 2055 Select
Target Date 2011-2015 JSFSX JPMorgan SmartRetirement 2015 Select
US EQUITY
LARGE GROWTH MFEHX MFS Growth R3
SMALL VALUE SSGSX Victory Small Company Opportunity A
Small Growth BSCFX Baron Small Cap Retail
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
Inflation-Protected Bond PRTNX PIMCO Real Return A
SHORT GOVERNMENT STABLEVALUE JPMCB Stable Asset Income
Multisector Bond PONAX PIMCO Income A
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
REAL ESTATE NREAX Neuberger Berman Real Estate A 56% 3 60 0 0.85% 2.04%
Emerging Market
DIVERSIFIED EMERGING MKTS JEMSX JPMorgan Emerging Mkts Eq Sel 90% 3 60 0 0.79% 1.5%
INTERNATIONAL EQUITY
Foreign Large Growth OIGAX Oppenheimer International Growth A 61% 3 60 0 0.76% 10.95%
Others
Target Date 2046-2050 JTSSX JPMorgan SmartRetirement 2050 Select 91% 3 60 0 0.67% 1.76%
Target Date 2041-2045 JSASX JPMorgan SmartRetirement 2045 Select 81% 3 60 0 0.67% 1.86%
Target Date 2021-2025 JNSSX JPMorgan SmartRetirement 2025 Select 80% 3 60 0 0.63% 3.03%
Target Date 2026-2030 JSMSX JPMorgan SmartRetirement 2030 Select 78% 3 60 0 0.64% 2.71%
Target Date 2036-2040 SMTSX JPMorgan SmartRetirement 2040 Select 73% 3 60 0 0.67% 2.08%
Target Date 2016-2020 JTTSX JPMorgan SmartRetirement 2020 Select 72% 3 60 0 0.62% 3.33%
Target Date 2031-2035 SRJSX JPMorgan SmartRetirement 2035 Select 72% 3 60 0 0.51% 2.32%
Retirement Income JSRSX JPMorgan SmartRetirement Income Select 62% 3 60 0 0.86% 3.34%
Target Date 2051+ JFFSX JPMorgan SmartRetirement® 2055 Select 28% 3 60 0 0.67% 1.77%
Target Date 2011-2015 JSFSX JPMorgan SmartRetirement 2015 Select 0% 3 60 0 0.81% 1.6%
US EQUITY
LARGE GROWTH MFEHX MFS Growth R3 60% 3 60 0 0.5% 6.05%
SMALL VALUE SSGSX Victory Small Company Opportunity A 57% 3 60 0 0.85% 6.76%
Small Growth BSCFX Baron Small Cap Retail 39% 3 60 0 1.31% 3.54%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 3.66%
Inflation-Protected Bond PRTNX PIMCO Real Return A 59% 3 60 0 1.37% 2.9%
SHORT GOVERNMENT STABLEVALUE JPMCB Stable Asset Income 16% 1 60 0 NA 29.1%
Multisector Bond PONAX PIMCO Income A 11% 3 60 0 0.51% 5.89%
Average Expense Ratio: 0.76%
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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 8.0% 23.9% 7.1% 9.1% 6.2% 7.1%

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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 5 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, REITs, Foreign Equity and Fixed Income.


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