MyPlanIQ 401k Investor Sorin 401K

Sorin 401K

This Plan is unrated.
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EMGYX Wells Fargo Advantage Emerg Mkts Eq Adm
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value R5
WORLD STOCK DPWRX Dreyfus Worldwide Growth I
DIVERSIFIED PACIFIC/ASIA MAPCX BlackRock Pacific Instl
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
World Allocation QGRYX Oppenheimer Global Allocation Y
Utilities MMUJX MFS Utilities R4
US EQUITY
Small Growth PSCZX Prudential Jennison Small Company Z
LARGE BLEND NYVTX Davis NY Venture A
LARGE VALUE MADVX BlackRock Equity Dividend Instl
Total Available Funds: 34
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EMGYX Wells Fargo Advantage Emerg Mkts Eq Adm
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value R5
WORLD STOCK DPWRX Dreyfus Worldwide Growth I
DIVERSIFIED PACIFIC/ASIA MAPCX BlackRock Pacific Instl
EUROPE STOCK MAEFX BlackRock EuroFund Instl
Foreign Large Value MINHX MFS International Value R4
Foreign Large Blend MGITX Managers International Equity
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
World Allocation QGRYX Oppenheimer Global Allocation Y
Utilities MMUJX MFS Utilities R4
Technology GITIX Goldman Sachs Technology Tollkeeper Ins
Technology DRGTX Allianz RCM Technology Instl
Health MAHCX BlackRock Healthcare Instl
Moderate Allocation ALEGX ING Capital Allocation I
US EQUITY
Small Growth PSCZX Prudential Jennison Small Company Z
LARGE BLEND NYVTX Davis NY Venture A
LARGE VALUE MADVX BlackRock Equity Dividend Instl
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
LARGE BLEND MRGJX MFS Core Equity R4
SMALL VALUE DEVIX Delaware Small Cap Value Instl
LARGE BLEND RICFX American Funds Invmt Co of Amer R5
LARGE GROWTH USLIX JHancock US Global Leaders Gr I
LARGE BLEND DNVYX Davis NY Venture Y
MID-CAP VALUE JAMCX JPMorgan Mid Cap Value A
LARGE BLEND RICCX American Funds Invmt Co of Amer R3
MID-CAP VALUE MSAJX Invesco Van Kampen American Value I
LARGE BLEND MASRX BlackRock S&P 500 Index Instl
LARGE VALUE MEIJX MFS Value R4
LARGE BLEND LARYX Lord Abbett Classic Stock I
MID-CAP BLEND GTAVX Invesco Mid Cap Core Equity I
LARGE GROWTH NGIPX Columbia Marsico Growth Z
Small Growth VISCX Van Kampen Small Cap Growth I
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government GSOIX Goldman Sachs Government Income Instl
Total Available Funds: 34
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS EMGYX Wells Fargo Advantage Emerg Mkts Eq Adm 96% 3 60 0 1.11% 1.08%
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value R5 93% 3 60 0 1.16% 1.75%
WORLD STOCK DPWRX Dreyfus Worldwide Growth I 91% 3 60 0 1.9% 0.36%
DIVERSIFIED PACIFIC/ASIA MAPCX BlackRock Pacific Instl 81% 3 60 0 0.81% 2.13%
EUROPE STOCK MAEFX BlackRock EuroFund Instl 64% 3 60 0 0.99% 1.27%
Foreign Large Value MINHX MFS International Value R4 60% 3 60 0 0.61% 1.92%
Foreign Large Blend MGITX Managers International Equity 0% 3 60 0 NA 2.24%
Others
Moderate Allocation OAKBX Oakmark Equity & Income I 91% 3 60 0 0.83% 2.29%
World Allocation QGRYX Oppenheimer Global Allocation Y 79% 3 60 0 1.05% 1.17%
Utilities MMUJX MFS Utilities R4 66% 3 60 0 1% 1.81%
Technology GITIX Goldman Sachs Technology Tollkeeper Ins 62% 3 60 0 1.17% 3.82%
Technology DRGTX Allianz RCM Technology Instl 58% 3 60 0 1.17% 0%
Health MAHCX BlackRock Healthcare Instl 0% 3 60 0 NA 8.49%
Moderate Allocation ALEGX ING Capital Allocation I 0% 3 60 0 0.9% 4.46%
US EQUITY
Small Growth PSCZX Prudential Jennison Small Company Z 93% 3 60 0 0.82% 0.76%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 20.13%
LARGE VALUE MADVX BlackRock Equity Dividend Instl 91% 3 60 0 1% 6.13%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 86% 3 60 0 1.14% 11.59%
LARGE BLEND MRGJX MFS Core Equity R4 86% 3 60 0 0.91% 0.73%
SMALL VALUE DEVIX Delaware Small Cap Value Instl 77% 3 60 0 1.36% 10.74%
LARGE BLEND RICFX American Funds Invmt Co of Amer R5 76% 3 60 0 0.58% 8.94%
LARGE GROWTH USLIX JHancock US Global Leaders Gr I 70% 3 60 0 1.88% 13.09%
LARGE BLEND DNVYX Davis NY Venture Y 69% 3 60 0 1.75% 1.19%
MID-CAP VALUE JAMCX JPMorgan Mid Cap Value A 41% 3 60 0 1.15% 11.69%
LARGE BLEND RICCX American Funds Invmt Co of Amer R3 33% 3 60 0 0.27% 0.54%
MID-CAP VALUE MSAJX Invesco Van Kampen American Value I 0% 3 60 0 0.86% 22.47%
LARGE BLEND MASRX BlackRock S&P 500 Index Instl 0% 3 60 0 0.3% 2.03%
LARGE VALUE MEIJX MFS Value R4 0% 3 60 0 0.8% 1.35%
LARGE BLEND LARYX Lord Abbett Classic Stock I 0% 3 60 0 0.63% 1.57%
MID-CAP BLEND GTAVX Invesco Mid Cap Core Equity I 0% 3 60 0 0.87% 20.45%
LARGE GROWTH NGIPX Columbia Marsico Growth Z 0% 3 60 0 1% 0%
Small Growth VISCX Van Kampen Small Cap Growth I 0% 3 60 0 1.08% 20.78%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.64%
Intermediate Government GSOIX Goldman Sachs Government Income Instl 73% 3 60 0 1.06% 2.53%
Average Expense Ratio: 1.02%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% 4.9% 0.4% 3.4% 3.0% 4.3%

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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:)
The plan consists of 35 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.

This plan is created upon a user's request. 



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