MyPlanIQ 401k Investor Handel Architects LLP 401 (k) Profit Sharing Plan

Handel Architects LLP 401 (k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 42
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE JIREX John Hancock Real Est. Securities Fund
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth
WORLD STOCK TEDRX Franklin Termleton Mutual Global Discovery
WORLD STOCK TEMWX Franklin Templeton World
Others
Moderate Allocation RLBFX American Funds American Balanced
Conservative Allocation JTLMX John Hancock Lifestyle Moderate
Conservative Allocation JALRX John Hancock Lifestyle Conservative
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Short Term Federal
Multisector Bond RPSIX T.Rowe Price Spectrum Income
High Yield Bond JIHDX John Hancock High Yield
Total Available Funds: 42
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE JIREX John Hancock Real Est. Securities Fund
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth
WORLD STOCK TEDRX Franklin Termleton Mutual Global Discovery
WORLD STOCK TEMWX Franklin Templeton World
Foreign Small/Mid Value JIIMX John Hancock Intl Small Cap Fund
Foreign Large Value JIVIX John Hancock International Value Fund
Others
Moderate Allocation RLBFX American Funds American Balanced
Conservative Allocation JTLMX John Hancock Lifestyle Moderate
Conservative Allocation JALRX John Hancock Lifestyle Conservative
Technology JESTX John Hancock Science & Technology Fund
Technology PRSCX T.Rowe Price Science & Technology
Moderate Allocation JALBX John Hancock Lifestyle Balanced
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Short Term Federal
Multisector Bond RPSIX T.Rowe Price Spectrum Income
High Yield Bond JIHDX John Hancock High Yield
Intermediate Government JIUSX John Hancock US Government Securities
Intermediate-Term Bond JIQBX John Hancock Investment QUAL Bond
Multisector Bond JISBX John Hancock Strategic Bond
High Yield Bond SBHYX Legg Mason Partners High Yield
US EQUITY
Small Growth GTSVX Invesco Small Cap Growth
LARGE BLEND JTLGX John Hancock Lifestyle Growth
LARGE BLEND JTLAX John Hancock Lifestyle Aggressive
LARGE GROWTH JIBCX John Hancock Blue Chip Growth Fund
LARGE VALUE JIEMX John Hancock Equity Income Fund
SMALL BLEND JESIX John Hancock Small Cap Index Fund
LARGE GROWTH JICPX John Hancock Capital Appreciation Fund
LARGE GROWTH PJFZX Prudential Jennison Growth
LARGE BLEND DSFRX Domini Social Equity
LARGE BLEND ISFIX ING Davis New York Venture
MID-CAP VALUE FBSRX Franklin Templeton Balance Sheet
LARGE VALUE TEBIX Franklin Templeton Mutual Beacon
LARGE GROWTH SHRAX Legg Mason Partners Aggressive Growth
LARGE VALUE JCVVX John Hancock Value Fund
Mid-Cap Growth JIMSX John Hancock Mid Cap Stock Fund
LARGE GROWTH JICGX John Hancock All Cap Growth Fund
SMALL BLEND JISVX John Hancock Small Company Value Fund
LARGE BLEND JHBHX John Hancock All Cap Core Fund
LARGE BLEND JILPX John Hancock Large Cap Fund
LARGE BLEND JIFNX John Hancock 500 Income Fund
Mid-Cap Growth AVTRX American Century Vista
LARGE VALUE URBIX Columbia Value & Restructuring
Total Available Funds: 42
  • 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
REAL ESTATE
REAL ESTATE JIREX John Hancock Real Est. Securities Fund 82% 3 60 0 0.88% 12.29%
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets 65% 3 60 0 0.84% 0.54%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth 94% 3 60 0 0.84% 1.86%
WORLD STOCK TEDRX Franklin Termleton Mutual Global Discovery 57% 3 60 0 1.45% 1.55%
WORLD STOCK TEMWX Franklin Templeton World 46% 3 60 0 0.81% 0.32%
Foreign Small/Mid Value JIIMX John Hancock Intl Small Cap Fund 0% 3 60 0 1.08% 1.56%
Foreign Large Value JIVIX John Hancock International Value Fund 0% 3 60 0 0.89% 2.62%
Others
Moderate Allocation RLBFX American Funds American Balanced 79% 3 60 0 0.31% 2.64%
Conservative Allocation JTLMX John Hancock Lifestyle Moderate 78% 3 60 0 0.92% 8.57%
Conservative Allocation JALRX John Hancock Lifestyle Conservative 63% 3 60 0 0.88% 6.01%
Technology JESTX John Hancock Science & Technology Fund 58% 3 60 0 1.16% 0%
Technology PRSCX T.Rowe Price Science & Technology 58% 3 60 0 0.84% 0%
Moderate Allocation JALBX John Hancock Lifestyle Balanced 54% 3 60 0 1.18% 10.54%
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Short Term Federal 95% 3 60 0 0.1% 3.28%
Multisector Bond RPSIX T.Rowe Price Spectrum Income 85% 3 60 0 0.62% 4.4%
High Yield Bond JIHDX John Hancock High Yield 81% 3 60 0 0.86% 6.74%
Intermediate Government JIUSX John Hancock US Government Securities 0% 3 60 0 NA NA
Intermediate-Term Bond JIQBX John Hancock Investment QUAL Bond 0% 3 60 0 0.75% 2.61%
Multisector Bond JISBX John Hancock Strategic Bond 0% 3 60 0 NA NA
High Yield Bond SBHYX Legg Mason Partners High Yield 0% 3 60 0 1.75% 0%
US EQUITY
Small Growth GTSVX Invesco Small Cap Growth 91% 3 60 0 0.91% 0%
LARGE BLEND JTLGX John Hancock Lifestyle Growth 84% 3 60 0 0.97% 1.97%
LARGE BLEND JTLAX John Hancock Lifestyle Aggressive 80% 3 60 0 1.29% 1.45%
LARGE GROWTH JIBCX John Hancock Blue Chip Growth Fund 80% 3 60 0 1.88% 3.77%
LARGE VALUE JIEMX John Hancock Equity Income Fund 80% 3 60 0 0.72% 1.88%
SMALL BLEND JESIX John Hancock Small Cap Index Fund 79% 3 60 0 0.6% 2.57%
LARGE GROWTH JICPX John Hancock Capital Appreciation Fund 75% 3 60 0 0.8% 0%
LARGE GROWTH PJFZX Prudential Jennison Growth 74% 3 60 0 1.71% 0%
LARGE BLEND DSFRX Domini Social Equity 69% 3 60 0 1.09% 1.36%
LARGE BLEND ISFIX ING Davis New York Venture 68% 3 60 0 0.95% 44.32%
MID-CAP VALUE FBSRX Franklin Templeton Balance Sheet 34% 3 60 0 1.16% 0.71%
LARGE VALUE TEBIX Franklin Templeton Mutual Beacon 31% 3 60 0 1.77% 2.17%
LARGE GROWTH SHRAX Legg Mason Partners Aggressive Growth 27% 3 60 0 1.24% 13.89%
LARGE VALUE JCVVX John Hancock Value Fund 22% 3 60 0 0.88% 16.62%
Mid-Cap Growth JIMSX John Hancock Mid Cap Stock Fund 0% 3 60 0 0.91% 0%
LARGE GROWTH JICGX John Hancock All Cap Growth Fund 0% 3 60 0 1.65% 0%
SMALL BLEND JISVX John Hancock Small Company Value Fund 0% 3 60 0 1.22% 0.58%
LARGE BLEND JHBHX John Hancock All Cap Core Fund 0% 3 60 0 0.81% 0%
LARGE BLEND JILPX John Hancock Large Cap Fund 0% 3 60 0 NA 0%
LARGE BLEND JIFNX John Hancock 500 Income Fund 0% 3 60 0 0.48% 2.3%
Mid-Cap Growth AVTRX American Century Vista 0% 3 60 0 1.53% 0%
LARGE VALUE URBIX Columbia Value & Restructuring 0% 3 60 0 1.47% 0%
Average Expense Ratio: 1.03%
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Related Retirement Plans
HANDEL ARCHITECTS LLP 401 (K) PROFIT SHARING PLAN
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 -1.1% 20.5% 3.6% 6.3%

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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 43 funds. It covers 5 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.

Handel Architects LLP 401 (k) Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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