MyPlanIQ WEST CORPORATION EMPLOYEE 401K RETIREMENT PLAN

WEST CORPORATION EMPLOYEE 401K RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
Others
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds
Target Date 2016-2020 TRRBX T Rowe Price Retirement Funds
US EQUITY
LARGE GROWTH JAGIX Janus Investment Fund: Janus Growth & Income Fund; Class T Shares
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE VALUE MEIIX MFS Series Trust I: MFS Value Fund; Class I Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
Others
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds
Target Date 2016-2020 TRRBX T Rowe Price Retirement Funds
Target Date 2000-2010 TRRAX T Rowe Price Retirement Funds
US EQUITY
LARGE GROWTH JAGIX Janus Investment Fund: Janus Growth & Income Fund; Class T Shares
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE VALUE MEIIX MFS Series Trust I: MFS Value Fund; Class I Shares
LARGE GROWTH FAGCX Fidelity Advisor Series I: Fidelity Advisor Growth Opportunities Fund; Institutional Class Shares
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
MID-CAP BLEND SSVSX Victory Portfolios: Special Value Fund; Class A Shares
LARGE BLEND WFIOX Wells Fargo Funds Trust: Wells Fargo Advantage Index Fund; Administrator Class Shares
LARGE GROWTH WWCIX Wells Fargo Funds Trust: Wells Fargo Advantage Capital Growth Fund; Institutional Class Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Total Available Funds: 14
  • 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
WORLD STOCK ANWPX New Perspective Fund; Class A Shares 66% 3 60 0 1.47% 5.44%
Others
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds 100% 3 60 0 1.08% 10.48%
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds 100% 3 60 0 0.6% 7.59%
Target Date 2016-2020 TRRBX T Rowe Price Retirement Funds 100% 3 60 0 0.78% 11.87%
Target Date 2000-2010 TRRAX T Rowe Price Retirement Funds 97% 3 60 0 0.99% 10.65%
US EQUITY
LARGE GROWTH JAGIX Janus Investment Fund: Janus Growth & Income Fund; Class T Shares 98% 3 60 0 1.01% 0.94%
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 8.07%
LARGE VALUE MEIIX MFS Series Trust I: MFS Value Fund; Class I Shares 91% 3 60 0 0.8% 8.54%
LARGE GROWTH FAGCX Fidelity Advisor Series I: Fidelity Advisor Growth Opportunities Fund; Institutional Class Shares 85% 3 60 0 1.65% 0%
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares 82% 3 60 0 1.18% 0.85%
MID-CAP BLEND SSVSX Victory Portfolios: Special Value Fund; Class A Shares 36% 3 60 0 1.15% 9.71%
LARGE BLEND WFIOX Wells Fargo Funds Trust: Wells Fargo Advantage Index Fund; Administrator Class Shares 21% 3 60 0 0.45% 7.69%
LARGE GROWTH WWCIX Wells Fargo Funds Trust: Wells Fargo Advantage Capital Growth Fund; Institutional Class Shares 0% 3 60 0 0.71% 0%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 4.94%
Average Expense Ratio: 1.03%
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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 4.6% 18.3% 3.5% 8.9% 7.2% 9.0%

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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
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