MyPlanIQ 401k Investor MAGYAR BANK 401 (k) PROFIT SHARING PLAN

MAGYAR BANK 401 (k) PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX Transamerica Life Insurance Co. Oppenheimer International Growth Fund
WORLD STOCK ANWFX Transamerica Life Insurance Co. American Funds New Perspective Fund
Others
Target Date 2021-2025 VTTVX Transamerica Life Insurance Co. Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Transamerica Life Insurance Co. Vanguard Target rtmt 2045 Fund
Target Date 2031-2035 VTTHX Transamerica Life Insurance Co. Vanguard Target rtmt 2035 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Transamerica Life Insurance Co. Pacific Investment Management Company Total Return Fund
Multisector Bond LSBDX Transamerica Life Insurance Co. Loomis Sayles Bond Fund
Intermediate-Term Bond DVCSX Transamerica Partners Funds Group Short Horizon Asset Allocation Fund
US EQUITY
SMALL VALUE FCPVX Transamerica Life Insurance Co. Fidelity Small Cap Fund
LARGE BLEND RFNFX Transamerica Life Insurance Co. American Funds Fundamental Fund
MID-CAP VALUE FSMVX Transamerica Life Insurance Co. Fidelity Mid Cap Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX Transamerica Life Insurance Co. Oppenheimer International Growth Fund
WORLD STOCK ANWFX Transamerica Life Insurance Co. American Funds New Perspective Fund
Others
Target Date 2021-2025 VTTVX Transamerica Life Insurance Co. Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Transamerica Life Insurance Co. Vanguard Target rtmt 2045 Fund
Target Date 2031-2035 VTTHX Transamerica Life Insurance Co. Vanguard Target rtmt 2035 Fund
Moderate Allocation IBALX Transamerica Life Insurance Co. Transamerica Balanced Fund
ROOT TPVIX Transamerica Life Insurance Co. Transamerica Premier Diversified Equity Fund
Target Date 2011-2015 VTXVX Transamerica Life Insurance Co. Vanguard Target rtmt 2015 Fund
Target Date 2000-2010 VTOVX Transamerica Life Insurance Co. Vanguard Target rtmt 2005 Fund
Conservative Allocation DVMSX Transamerica Partners Funds Group interm Horizon Asset Allocation Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Transamerica Life Insurance Co. Pacific Investment Management Company Total Return Fund
Multisector Bond LSBDX Transamerica Life Insurance Co. Loomis Sayles Bond Fund
Intermediate-Term Bond DVCSX Transamerica Partners Funds Group Short Horizon Asset Allocation Fund
Intermediate-Term Bond DVGCX Transamerica Partners Funds Group Core Bond Fund
US EQUITY
SMALL VALUE FCPVX Transamerica Life Insurance Co. Fidelity Small Cap Fund
LARGE BLEND RFNFX Transamerica Life Insurance Co. American Funds Fundamental Fund
MID-CAP VALUE FSMVX Transamerica Life Insurance Co. Fidelity Mid Cap Fund
SMALL VALUE FVFRX Transamerica Life Insurance Co. Franklin Small Cap Value Fund
Mid-Cap Growth FRSGX Transamerica Life Insurance Co. Franklin Small Mid Cap Fund
LARGE BLEND DSKIX Transamerica Partners Funds Group Stock Index Fund
LARGE BLEND DVLSX Transamerica Partners Funds Group Long Horizon Asset Allocation Fund
Total Available Funds: 21
  • 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 OIGYX Transamerica Life Insurance Co. Oppenheimer International Growth Fund 92% 3 60 0 1.1% 0.87%
WORLD STOCK ANWFX Transamerica Life Insurance Co. American Funds New Perspective Fund 79% 3 60 0 0.55% 5.7%
Others
Target Date 2021-2025 VTTVX Transamerica Life Insurance Co. Vanguard Target rtmt 2025 Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Transamerica Life Insurance Co. Vanguard Target rtmt 2045 Fund 97% 3 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX Transamerica Life Insurance Co. Vanguard Target rtmt 2035 Fund 96% 3 60 0 0.08% 2.34%
Moderate Allocation IBALX Transamerica Life Insurance Co. Transamerica Balanced Fund 47% 3 60 0 0.96% 3.1%
ROOT TPVIX Transamerica Life Insurance Co. Transamerica Premier Diversified Equity Fund 44% 3 60 0 2.17% 4.19%
Target Date 2011-2015 VTXVX Transamerica Life Insurance Co. Vanguard Target rtmt 2015 Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTOVX Transamerica Life Insurance Co. Vanguard Target rtmt 2005 Fund 0% 3 60 0 NA 2.78%
Conservative Allocation DVMSX Transamerica Partners Funds Group interm Horizon Asset Allocation Fund 0% 3 60 0 1.23% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Transamerica Life Insurance Co. Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
Multisector Bond LSBDX Transamerica Life Insurance Co. Loomis Sayles Bond Fund 82% 3 60 0 0.6% 5.33%
Intermediate-Term Bond DVCSX Transamerica Partners Funds Group Short Horizon Asset Allocation Fund 0% 3 60 0 1.12% 0%
Intermediate-Term Bond DVGCX Transamerica Partners Funds Group Core Bond Fund 0% 3 60 0 0.98% 0.53%
US EQUITY
SMALL VALUE FCPVX Transamerica Life Insurance Co. Fidelity Small Cap Fund 91% 3 60 0 1.5% 3.99%
LARGE BLEND RFNFX Transamerica Life Insurance Co. American Funds Fundamental Fund 88% 3 60 0 0.6% 1.27%
MID-CAP VALUE FSMVX Transamerica Life Insurance Co. Fidelity Mid Cap Fund 76% 3 60 0 1.08% 0.76%
SMALL VALUE FVFRX Transamerica Life Insurance Co. Franklin Small Cap Value Fund 52% 3 60 0 1.42% 0.14%
Mid-Cap Growth FRSGX Transamerica Life Insurance Co. Franklin Small Mid Cap Fund 41% 3 60 0 0.85% 0%
LARGE BLEND DSKIX Transamerica Partners Funds Group Stock Index Fund 0% 3 60 0 0.65% 0.41%
LARGE BLEND DVLSX Transamerica Partners Funds Group Long Horizon Asset Allocation Fund 0% 3 60 0 0.1% 0%
Average Expense Ratio: 0.8%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
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 3.6% 13.9% 2.6% 5.7% 5.3% 7.9%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:MGYR)
The plan consists of 22 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
Bank of Kentucky Financial Cor (Ticker:BKYF) has the "MAGYAR BANK 401 (k) PROFIT SHARING PLAN".


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.