MyPlanIQ 401k Investor Omega Flex, Inc. 401(k) Profit Sharing Plan

Omega Flex, Inc. 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value MUIYX Prudential International Blend/Munder Capital Fund
Others
ROOT CASH Prudential Guaranteed Income Fund
Target Date 2011-2015 HWFAX Prudential Sun America Water 2015 Fund
Target Date 2016-2020 HWKAX Prudential Sun America Water 2020 Fund
US EQUITY
Mid-Cap Growth TMDIX Prudential Mid Cap Growth/Time Square Fund
LARGE GROWTH GCGIX Goldman Sachs Structured Large Cap Growth A Fund
MID-CAP BLEND CRMMX Prudential Mid Cap Value/CRM Fund
FIXED INCOME
High Yield Bond PHYZX Prudential Hi Yield Bond/Caywood-Scholl Fund
Intermediate-Term Bond IPCBX Prudential Core Plus Bond/Pacific Investment Management Company Fund
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value MUIYX Prudential International Blend/Munder Capital Fund
Others
ROOT CASH Prudential Guaranteed Income Fund
Target Date 2011-2015 HWFAX Prudential Sun America Water 2015 Fund
Target Date 2016-2020 HWKAX Prudential Sun America Water 2020 Fund
US EQUITY
Mid-Cap Growth TMDIX Prudential Mid Cap Growth/Time Square Fund
LARGE GROWTH GCGIX Goldman Sachs Structured Large Cap Growth A Fund
MID-CAP BLEND CRMMX Prudential Mid Cap Value/CRM Fund
LARGE GROWTH VFGRX Prudential Large Cap Blend/Victory Fund
Small Growth MBRSX Prudential Small Cap Growth/Essex Fund
SMALL VALUE PZVAX Prudential Small Cap Value/Kennedy Capital Fund
FIXED INCOME
High Yield Bond PHYZX Prudential Hi Yield Bond/Caywood-Scholl Fund
Intermediate-Term Bond IPCBX Prudential Core Plus Bond/Pacific Investment Management Company 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 Value MUIYX Prudential International Blend/Munder Capital Fund 0% 3 60 0 1.58% 0%
Others
ROOT CASH Prudential Guaranteed Income Fund 0% 1 60 0 NA 4.14%
Target Date 2011-2015 HWFAX Prudential Sun America Water 2015 Fund 0% 3 60 0 1.4% 0%
Target Date 2016-2020 HWKAX Prudential Sun America Water 2020 Fund 0% 3 60 0 1.65% 0%
US EQUITY
Mid-Cap Growth TMDIX Prudential Mid Cap Growth/Time Square Fund 93% 3 60 0 1.18% 0%
LARGE GROWTH GCGIX Goldman Sachs Structured Large Cap Growth A Fund 62% 3 60 0 1.17% 7.07%
MID-CAP BLEND CRMMX Prudential Mid Cap Value/CRM Fund 45% 3 60 0 1.16% 1.01%
LARGE GROWTH VFGRX Prudential Large Cap Blend/Victory Fund 0% 3 60 0 1.65% 45.15%
Small Growth MBRSX Prudential Small Cap Growth/Essex Fund 0% 3 60 0 1.46% 0%
SMALL VALUE PZVAX Prudential Small Cap Value/Kennedy Capital Fund 0% 3 60 0 1.68% 2.02%
FIXED INCOME
High Yield Bond PHYZX Prudential Hi Yield Bond/Caywood-Scholl Fund 54% 3 60 0 0.51% 6.82%
Intermediate-Term Bond IPCBX Prudential Core Plus Bond/Pacific Investment Management Company Fund 0% 3 60 0 0.57% 3.53%
Average Expense Ratio: 1.27%
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Related Retirement Plans
OMEGA FLEX, INC. 401K PROFIT SHARING 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:MCC)
The plan consists of 19 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
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