MyPlanIQ 401k Investor Utopia Home Care Inc. 401(k) Plan

Utopia Home Care Inc. 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OGLYX Oppenheimer Global
Others
Moderate Allocation MSFJX MFS Total Return
Retirement Income RLRHX Life Path Retirement
Target Date 2036-2040 RAUHX Life Path 2040
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return
High Yield Bond TYHRX Pioneer High Yield
US EQUITY
LARGE GROWTH RGAFX Growth Fund of America
MID-CAP VALUE LMCYX Lord Abbett Mid-Cap Value
LARGE GROWTH JDCRX Janus Advisor Forty
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OGLYX Oppenheimer Global
Others
Moderate Allocation MSFJX MFS Total Return
Retirement Income RLRHX Life Path Retirement
Target Date 2036-2040 RAUHX Life Path 2040
Target Date 2026-2030 RAYHX Life Path 2030
Target Date 2016-2020 RAWHX Life Path 2020
ROOT RATHX Life Path 2010
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return
High Yield Bond TYHRX Pioneer High Yield
US EQUITY
LARGE GROWTH RGAFX Growth Fund of America
MID-CAP VALUE LMCYX Lord Abbett Mid-Cap Value
LARGE GROWTH JDCRX Janus Advisor Forty
SMALL BLEND OPMSX Oppenheimer Main Street Small Cap
LARGE BLEND NYVRX Davis New York Venture
LARGE BLEND HIAIX Hartford Index HLS
Total Available Funds: 15
  • 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 OGLYX Oppenheimer Global 85% 3 60 0 1.31% 0%
Others
Moderate Allocation MSFJX MFS Total Return 83% 3 60 0 0.39% 2.75%
Retirement Income RLRHX Life Path Retirement 0% 3 60 0 0.89% 1.54%
Target Date 2036-2040 RAUHX Life Path 2040 0% 3 60 0 1.09% 2.2%
Target Date 2026-2030 RAYHX Life Path 2030 0% 3 60 0 1.08% 2.45%
Target Date 2016-2020 RAWHX Life Path 2020 0% 3 60 0 0.87% 2.71%
ROOT RATHX Life Path 2010 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return 97% 3 60 0 0.83% 3.98%
High Yield Bond TYHRX Pioneer High Yield 45% 3 60 0 1.92% 5.4%
US EQUITY
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 0.75%
MID-CAP VALUE LMCYX Lord Abbett Mid-Cap Value 67% 3 60 0 1.26% 6.72%
LARGE GROWTH JDCRX Janus Advisor Forty 62% 3 60 0 1.64% 10.55%
SMALL BLEND OPMSX Oppenheimer Main Street Small Cap 43% 3 60 0 1.32% 0%
LARGE BLEND NYVRX Davis New York Venture 42% 3 60 0 1.75% 7.81%
LARGE BLEND HIAIX Hartford Index HLS 0% 3 60 0 0.33% 0%
Average Expense Ratio: 1.09%
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Related Retirement Plans
UTOPIA HOME CARE INC. 401(K) 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 5.3% 21.3% 5.1% 9.0% 7.6% 9.2%

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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 17 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Utopia Home Care Inc. 401(k) Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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