MyPlanIQ 401k Investor Steed Flagg LLP Retirement Plan

Steed Flagg LLP Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX Oppenheimer Developing Markets N
REAL ESTATE
REAL ESTATE ORENX Oppenheimer Real Estate N
INTERNATIONAL EQUITY
WORLD STOCK RWIAX American Funds Capital World G/I R1
Foreign Large Blend MRSRX MFS Research International R2
Others
Target Date 2050+ LPRFX BlackRock LifePath 2050 Investor A
Conservative Allocation FTCRX Franklin Templeton Cnsrv Target R
Target Date 2026-2030 LPRDX BlackRock LifePath 2030 Investor A
US EQUITY
SMALL VALUE GOGFX Victory Small Company Opportunity R
LARGE BLEND PIORX Pioneer R
Small Growth JSGZX JPMorgan Small Cap Growth R2
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX Oppenheimer Developing Markets N
REAL ESTATE
REAL ESTATE ORENX Oppenheimer Real Estate N
INTERNATIONAL EQUITY
WORLD STOCK RWIAX American Funds Capital World G/I R1
Foreign Large Blend MRSRX MFS Research International R2
Others
Target Date 2050+ LPRFX BlackRock LifePath 2050 Investor A
Conservative Allocation FTCRX Franklin Templeton Cnsrv Target R
Target Date 2026-2030 LPRDX BlackRock LifePath 2030 Investor A
Target Date 2036-2040 LPREX BlackRock LifePath 2040 Investor A
Retirement Income LPRAX Barclays Global Investors LP Retire R
Target Date 2016-2020 LPRCX BlackRock LifePath 2020 Investor A
US EQUITY
SMALL VALUE GOGFX Victory Small Company Opportunity R
LARGE BLEND PIORX Pioneer R
Small Growth JSGZX JPMorgan Small Cap Growth R2
MID-CAP BLEND FMCYX First American Mid Cap Index R
LARGE VALUE PNERX Allianz NFJ Dividend Value R
LARGE GROWTH MCRRX MFS Core Growth R2
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R
High Yield Bond FHIRX Franklin High Income R
Intermediate Government MGVSX MFS Government Securities R2
Inflation-Protected Bond HIPRX Hartford Inflation Plus R3
Total Available Funds: 20
  • 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 ODVNX Oppenheimer Developing Markets N 63% 3 60 0 0.84% 0%
REAL ESTATE
REAL ESTATE ORENX Oppenheimer Real Estate N 0% 3 60 0 1.59% 4.53%
INTERNATIONAL EQUITY
WORLD STOCK RWIAX American Funds Capital World G/I R1 57% 3 60 0 0.53% 0.59%
Foreign Large Blend MRSRX MFS Research International R2 47% 3 60 0 0.75% 1.51%
Others
Target Date 2050+ LPRFX BlackRock LifePath 2050 Investor A 89% 3 60 0 0.34% 9.54%
Conservative Allocation FTCRX Franklin Templeton Cnsrv Target R 64% 3 60 0 0.61% 1.73%
Target Date 2026-2030 LPRDX BlackRock LifePath 2030 Investor A 56% 3 60 0 0.34% 6.21%
Target Date 2036-2040 LPREX BlackRock LifePath 2040 Investor A 51% 3 60 0 1.04% 9.56%
Retirement Income LPRAX Barclays Global Investors LP Retire R 40% 3 60 0 1.04% 6.86%
Target Date 2016-2020 LPRCX BlackRock LifePath 2020 Investor A 0% 3 60 0 0.92% 8.05%
US EQUITY
SMALL VALUE GOGFX Victory Small Company Opportunity R 58% 3 60 0 0.85% 0.39%
LARGE BLEND PIORX Pioneer R 29% 3 60 0 1.5% 12.41%
Small Growth JSGZX JPMorgan Small Cap Growth R2 24% 3 60 0 1.24% 0.34%
MID-CAP BLEND FMCYX First American Mid Cap Index R 0% 3 60 0 1.01% 10.23%
LARGE VALUE PNERX Allianz NFJ Dividend Value R 0% 3 60 0 1.22% 1.44%
LARGE GROWTH MCRRX MFS Core Growth R2 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R 65% 3 60 0 0.8% 3.73%
High Yield Bond FHIRX Franklin High Income R 57% 3 60 0 0.88% 5.3%
Intermediate Government MGVSX MFS Government Securities R2 53% 3 60 0 1.51% 2.84%
Inflation-Protected Bond HIPRX Hartford Inflation Plus R3 39% 3 60 0 0.87% 1.79%
Average Expense Ratio: 0.94%
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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 1.4% 7.1% 3.3% 4.5% 5.2% 5.7%

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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 to Create Model Portfolio

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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 1.0% -0.6% -0.9% 2.7% 3.0% 4.6%

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

This plan is created upon a user's request.



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