MyPlanIQ 401k Investor Quicksilver Resources Inc. 401(k) Plan

Quicksilver Resources Inc. 401(k) Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas T Fund
Foreign Large Value DODFX Dodge Cox International Stock Fund
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Z Fund
Others
ROOT TEQUX Transamerica Premier Equity Inv Fund
ROOT CASH Cash non-interest bearing
FIXED INCOME
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y Fund
US EQUITY
LARGE BLEND NINDX Columbia Large Cap Index Z Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Plan Fund
MID-CAP VALUE JMCVX Perkins Mid Cap Value T Fund
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas T Fund
Foreign Large Value DODFX Dodge Cox International Stock Fund
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Z Fund
Others
ROOT TEQUX Transamerica Premier Equity Inv Fund
ROOT CASH Cash non-interest bearing
FIXED INCOME
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y Fund
US EQUITY
LARGE BLEND NINDX Columbia Large Cap Index Z Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Plan Fund
MID-CAP VALUE JMCVX Perkins Mid Cap Value T Fund
Mid-Cap Growth BGRFX Baron Growth Fund
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment A Fund
SMALL VALUE TMVSX RBC Micro Cap Value S Fund
Total Available Funds: 12
  • 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 T Fund 97% 3 60 0 2.06% 2.7%
Foreign Large Value DODFX Dodge Cox International Stock Fund 88% 3 60 0 0.52% 2.33%
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Z Fund 37% 3 60 0 1.48% 0%
Others
ROOT TEQUX Transamerica Premier Equity Inv Fund 0% 3 60 0 NA 0%
ROOT CASH Cash non-interest bearing 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y Fund 96% 3 60 0 0.74% 4.14%
US EQUITY
LARGE BLEND NINDX Columbia Large Cap Index Z Fund 83% 3 60 0 0.45% 1.25%
LARGE VALUE AAGPX American Beacon Large Cap Value Plan Fund 65% 3 60 0 0.94% 1.57%
MID-CAP VALUE JMCVX Perkins Mid Cap Value T Fund 52% 3 60 0 0.91% 1%
Mid-Cap Growth BGRFX Baron Growth Fund 31% 3 60 0 1.3% 1.84%
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment A Fund 17% 3 60 0 1.15% 1.2%
SMALL VALUE TMVSX RBC Micro Cap Value S Fund 0% 3 60 0 1.07% 0%
Average Expense Ratio: 1.06%
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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 2.1% 5.8% 1.4% 6.6% 5.1% 8.3%

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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:KWK)
The plan consists of 13 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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