MyPlanIQ 401k Investor Inthinc Retirement Plan on ADP

Inthinc Retirement Plan on ADP

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHETX Fidelity Advisor Real Estate T
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
WORLD STOCK OPPAX Oppenheimer Global A
Foreign Large Growth JIGRX Janus Overseas S
Foreign Large Blend THVRX Thornburg International Value R4
Others
World Allocation MDLOX BlackRock Global Allocation A
Moderate Allocation ACOAX American Century Strat Allc: Mod A
Conservative Allocation ACCAX American Century Strat Allc: Cnsrv A
US EQUITY
LARGE BLEND SVSPX SSgA S&P 500 Index Fund
LARGE GROWTH ACVAX American Century Strategic Allc: Agrsv A
SMALL VALUE VSCAX Van Kampen Small Cap Value A
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHETX Fidelity Advisor Real Estate T
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
WORLD STOCK OPPAX Oppenheimer Global A
Foreign Large Growth JIGRX Janus Overseas S
Foreign Large Blend THVRX Thornburg International Value R4
Others
World Allocation MDLOX BlackRock Global Allocation A
Moderate Allocation ACOAX American Century Strat Allc: Mod A
Conservative Allocation ACCAX American Century Strat Allc: Cnsrv A
Natural Resources PGNAX Jennison Natural Resources A
ROOT CASH SSgA Government Money Market Fund
US EQUITY
LARGE BLEND SVSPX SSgA S&P 500 Index Fund
LARGE GROWTH ACVAX American Century Strategic Allc: Agrsv A
SMALL VALUE VSCAX Van Kampen Small Cap Value A
Small Growth LAGWX Lord Abbett Developing Growth A
LARGE VALUE MDDVX BlackRock Equity Dividend A
Mid-Cap Growth PEEAX Jennison Mid Cap Growth A
SMALL BLEND FSCTX Fidelity Advisor Small Cap T
LARGE GROWTH FKGRX Franklin Growth A
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Co Stk T
Mid-Cap Growth FRSLX First American Mid Cap Growth Opp A
MID-CAP VALUE JMVIX Perkins Mid Cap Value S
LARGE BLEND ITHSX Hartford Capital Appreciation R4
LARGE GROWTH PTWAX Jennison 20/20 Focus A
LARGE VALUE ICAYX MainStay ICAP Equity R2
FIXED INCOME
Inflation-Protected Bond PRTNX PIMCO Real Return A
Inflation-Protected Bond PITAX Principal Inflation Protection A
Total Available Funds: 26
  • 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 FHETX Fidelity Advisor Real Estate T 90% 3 60 0 1.07% 2.06%
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A 65% 3 60 0 0.84% 0.52%
INTERNATIONAL EQUITY
WORLD STOCK OPPAX Oppenheimer Global A 49% 3 60 0 1.31% 11.25%
Foreign Large Growth JIGRX Janus Overseas S 28% 3 60 0 2.06% 1.07%
Foreign Large Blend THVRX Thornburg International Value R4 25% 3 60 0 1.36% 2.28%
Others
World Allocation MDLOX BlackRock Global Allocation A 74% 3 60 0 0.84% 1.21%
Moderate Allocation ACOAX American Century Strat Allc: Mod A 56% 3 60 0 0.64% 2.05%
Conservative Allocation ACCAX American Century Strat Allc: Cnsrv A 51% 3 60 0 0.63% 2.27%
Natural Resources PGNAX Jennison Natural Resources A 49% 3 60 0 0.9% 1.99%
ROOT CASH SSgA Government Money Market Fund 0% 0 60 0 NA 2.67%
US EQUITY
LARGE BLEND SVSPX SSgA S&P 500 Index Fund 75% 3 60 0 0.16% 12.81%
LARGE GROWTH ACVAX American Century Strategic Allc: Agrsv A 68% 3 60 0 1.05% 2.25%
SMALL VALUE VSCAX Van Kampen Small Cap Value A 62% 3 60 0 0.87% 6.01%
Small Growth LAGWX Lord Abbett Developing Growth A 61% 3 60 0 0.59% 0%
LARGE VALUE MDDVX BlackRock Equity Dividend A 57% 3 60 0 1% 7.1%
Mid-Cap Growth PEEAX Jennison Mid Cap Growth A 55% 3 60 0 1.08% 4.65%
SMALL BLEND FSCTX Fidelity Advisor Small Cap T 50% 3 60 0 2.15% 1.79%
LARGE GROWTH FKGRX Franklin Growth A 50% 3 60 0 0.46% 6.88%
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Co Stk T 49% 3 60 0 0.66% 14.34%
Mid-Cap Growth FRSLX First American Mid Cap Growth Opp A 39% 3 60 0 0.92% 0%
MID-CAP VALUE JMVIX Perkins Mid Cap Value S 28% 3 60 0 0.5% 9.21%
LARGE BLEND ITHSX Hartford Capital Appreciation R4 21% 3 60 0 0.79% 0.37%
LARGE GROWTH PTWAX Jennison 20/20 Focus A 0% 3 60 0 1.2% 39.11%
LARGE VALUE ICAYX MainStay ICAP Equity R2 0% 3 60 0 1.28% 26.74%
FIXED INCOME
Inflation-Protected Bond PRTNX PIMCO Real Return A 59% 3 60 0 1.37% 2.9%
Inflation-Protected Bond PITAX Principal Inflation Protection A 0% 3 60 0 0.9% 0.81%
Average Expense Ratio: 0.99%
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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 3.4% 63.8% 19.6% 15.2% 9.2% 9.9%

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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 26 funds. It covers 5 major asset classes and 20 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.


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