MyPlanIQ 401k Investor SMILE BRANDS INC. 401K PLAN AND TRUST FKA BRIGHT NOW DENTAL INC. 401K PLAN AND TRUST

SMILE BRANDS INC. 401K PLAN AND TRUST FKA BRIGHT NOW DENTAL INC. 401K PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FDIVX
Others
Target Date 2016-2020 FFFDX FFFDX
Target Date 2011-2015 FFVFX FFVFX
Retirement Income FFFAX FFFAX
FIXED INCOME
Intermediate-Term Bond PTRAX PTRAX
Intermediate-Term Bond FSITX FSITX
US EQUITY
MID-CAP VALUE JMCVX JMCVX
LARGE VALUE DODGX DODGX
LARGE GROWTH FKGRX FKGRX
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FDIVX
Others
Target Date 2016-2020 FFFDX FFFDX
Target Date 2011-2015 FFVFX FFVFX
Retirement Income FFFAX FFFAX
Target Date 2026-2030 FFFEX FFFEX
Target Date 2036-2040 FFFFX FFFFX
Target Date 2021-2025 FFTWX FFTWX
Target Date 2031-2035 FFTHX FFTHX
Target Date 2046-2050 FFFHX FFFHX
Target Date 2000-2010 FFFCX FFFCX
Target Date 2041-2045 FFFGX FFFGX
Target Date 2000-2010 FFFVX FFFVX
Target Date 2051+ FDEEX FDEEX
Money Market-Taxable FGMXX FGMXX
Target Date 2000-2010 FFFBX FFFBX
FIXED INCOME
Intermediate-Term Bond PTRAX PTRAX
Intermediate-Term Bond FSITX FSITX
US EQUITY
MID-CAP VALUE JMCVX JMCVX
LARGE VALUE DODGX DODGX
LARGE GROWTH FKGRX FKGRX
LARGE BLEND SENCX SENCX
MID-CAP BLEND FLPSX FLPSX
SMALL BLEND VSISX VSISX
SMALL VALUE PVADX PVADX
MID-CAP BLEND VMISX VMISX
Mid-Cap Growth ARTMX ARTMX
LARGE BLEND FUSVX FUSVX
Total Available Funds: 28
  • 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 ODVYX ODVYX 89% 3 60 0 0.84% 0.26%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FDIVX 98% 3 60 0 0.65% 1.96%
Others
Target Date 2016-2020 FFFDX FFFDX 98% 3 60 0 0.58% 2.56%
Target Date 2011-2015 FFVFX FFVFX 98% 3 60 0 0.54% 2.79%
Retirement Income FFFAX FFFAX 98% 3 60 0 0.42% 3.11%
Target Date 2026-2030 FFFEX FFFEX 95% 3 60 0 0.66% 2.06%
Target Date 2036-2040 FFFFX FFFFX 95% 3 60 0 0.64% 4.13%
Target Date 2021-2025 FFTWX FFTWX 95% 3 60 0 0.34% 2.27%
Target Date 2031-2035 FFTHX FFTHX 95% 3 60 0 0.7% 1.74%
Target Date 2046-2050 FFFHX FFFHX 94% 3 60 0 0.75% 3.7%
Target Date 2000-2010 FFFCX FFFCX 92% 3 60 0 0.49% 3.01%
Target Date 2041-2045 FFFGX FFFGX 91% 3 60 0 0.75% 3.77%
Target Date 2000-2010 FFFVX FFFVX 87% 3 60 0 0.42% 3.49%
Target Date 2051+ FDEEX FDEEX 74% 3 60 0 0.65% 3.56%
Money Market-Taxable FGMXX FGMXX 0% 3 60 0 NA NA
Target Date 2000-2010 FFFBX FFFBX 0% 3 60 0 0.44% 6.09%
FIXED INCOME
Intermediate-Term Bond PTRAX PTRAX 66% 3 60 0 0.8% 3.94%
Intermediate-Term Bond FSITX FSITX 0% 3 60 0 0.11% 2.65%
US EQUITY
MID-CAP VALUE JMCVX JMCVX 98% 3 60 0 0.91% 0.69%
LARGE VALUE DODGX DODGX 93% 3 60 0 0.52% 1.48%
LARGE GROWTH FKGRX FKGRX 50% 3 60 0 0.46% 8%
LARGE BLEND SENCX SENCX 49% 3 60 0 0.7% 0.28%
MID-CAP BLEND FLPSX FLPSX 1% 3 60 0 0.92% 1.78%
SMALL BLEND VSISX VSISX 0% 3 60 0 0.16% 1.34%
SMALL VALUE PVADX PVADX 0% 3 60 0 0.89% 12.13%
MID-CAP BLEND VMISX VMISX 0% 3 60 0 0.1% 1.21%
Mid-Cap Growth ARTMX ARTMX 0% 3 60 0 0.96% 14.93%
LARGE BLEND FUSVX FUSVX 0% 3 60 0 0.04% 0%
Average Expense Ratio: 0.57%
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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 -0.2% 7.6% 1.1% 5.9% 4.6% 7.2%

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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 for Portfolio Details or Follow 0.2% 5.2% -0.2% 4.0% 4.8% 6.0%

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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 0.4% 8.1% 2.7% 7.5% 5.5% 6.8%

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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
The plan consists of 28 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.


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