MyPlanIQ 401k Investor ECHOPASS CORPORATION 401(k) PLAN

ECHOPASS CORPORATION 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T Rowe Price Div. Emer. Market
China Region MCHFX Matthews China
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund T
Foreign Large Blend REREX Amer EuroPacific Growth - R4
Others
Moderate Allocation VWENX Vanguard Wellington Admiral
Aggressive Allocation VASGX Vanguard Life Strategy Growth
Conservative Allocation VSCGX Vanguard Life Strategy Conservative Grow
FIXED INCOME
Intermediate Government VFIJX Vanguard GNMA Admiral
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
High Yield Bond VWEAX Vanguard High Yield Corp Admiral
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T Rowe Price Div. Emer. Market
China Region MCHFX Matthews China
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund T
Foreign Large Blend REREX Amer EuroPacific Growth - R4
Others
Moderate Allocation VWENX Vanguard Wellington Admiral
Aggressive Allocation VASGX Vanguard Life Strategy Growth
Conservative Allocation VSCGX Vanguard Life Strategy Conservative Grow
Moderate Allocation VSMGX Vanguard Life Strategy Moderate Growth
Utilities MMUJX MFS Utilities R4
Health PRHSX T Rowe Price Health Sciences
Natural Resources PRNEX T. Rowe Price New Era
Technology GITIX Goldman Sachs Tollkeeper I
Financial RPFGX Davis Financial Fund A
ROOT CASH Vanguard Prime Money Market
ROOT CASH JP Morgan US Government Money Market
FIXED INCOME
Intermediate Government VFIJX Vanguard GNMA Admiral
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
High Yield Bond VWEAX Vanguard High Yield Corp Admiral
Short-Term Bond VFSUX Vanguard Short-Term Investment Grade Adm
WORLD BOND TPINX Templeton Global Bond A
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid-Cap Value T- Inv
LARGE VALUE FAIRX Fairholme Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
Mid-Cap Growth GSMYX Goldman Sachs Small/Mid Cap Growth
SMALL VALUE JSCVX Perkins Small-Cap Value Fund T
LARGE GROWTH RGAEX American Funds Growth Fund R4
LARGE BLEND VIFSX Vanguard 500 Index - Signal
Total Available Funds: 27
  • 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 PRMSX T Rowe Price Div. Emer. Market 81% 1 60 0 0% 0.33%
China Region MCHFX Matthews China 76% 1 60 0 1.12% 2.16%
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund T 95% 1 60 0 2.06% 1.43%
Foreign Large Blend REREX Amer EuroPacific Growth - R4 57% 1 60 0 0.9% 6.78%
Others
Moderate Allocation VWENX Vanguard Wellington Admiral 89% 1 60 0 0.17% 10.32%
Aggressive Allocation VASGX Vanguard Life Strategy Growth 89% 1 60 0 0.14% 5.02%
Conservative Allocation VSCGX Vanguard Life Strategy Conservative Grow 89% 1 60 0 0.12% 6.23%
Moderate Allocation VSMGX Vanguard Life Strategy Moderate Growth 83% 1 60 0 0.13% 5.8%
Utilities MMUJX MFS Utilities R4 66% 1 60 0 1% 1.79%
Health PRHSX T Rowe Price Health Sciences 63% 1 60 0 0.8% 10.51%
Natural Resources PRNEX T. Rowe Price New Era 63% 1 60 0 0.74% 4.42%
Technology GITIX Goldman Sachs Tollkeeper I 62% 1 60 0 1.17% 3.55%
Financial RPFGX Davis Financial Fund A 33% 1 60 0 0.72% 1.72%
ROOT CASH Vanguard Prime Money Market 0% 1 60 0 NA 2.6%
ROOT CASH JP Morgan US Government Money Market 0% 1 60 0 NA 2.6%
FIXED INCOME
Intermediate Government VFIJX Vanguard GNMA Admiral 88% 1 60 0 0.11% 3.44%
Intermediate-Term Bond DODIX Dodge & Cox Income Fund 87% 1 60 0 0.33% 4.24%
High Yield Bond VWEAX Vanguard High Yield Corp Admiral 85% 1 60 0 0.13% 5.81%
Short-Term Bond VFSUX Vanguard Short-Term Investment Grade Adm 83% 1 60 0 0.2% 3.69%
WORLD BOND TPINX Templeton Global Bond A 74% 1 60 0 0.96% 5.19%
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid-Cap Value T- Inv 98% 1 60 0 0.91% 0.71%
LARGE VALUE FAIRX Fairholme Fund 97% 1 60 0 1% 0.6%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 1 60 0 0.52% 7.33%
Mid-Cap Growth GSMYX Goldman Sachs Small/Mid Cap Growth 93% 1 60 0 1.25% 0.34%
SMALL VALUE JSCVX Perkins Small-Cap Value Fund T 92% 1 60 0 1.36% 10.2%
LARGE GROWTH RGAEX American Funds Growth Fund R4 39% 1 60 0 0.3% 8.94%
LARGE BLEND VIFSX Vanguard 500 Index - Signal 0% 1 60 0 0.05% 2.09%
Average Expense Ratio: 0.65%
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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 3.0% 24.1% 7.9% 10.3% 5.8% 7.0%

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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 0.1% 1.6% -2.5% 2.4% 3.2% 3.5%

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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 0.7% 8.5% -0.3% 2.4% 1.4% 2.4%

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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 27 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.


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