MyPlanIQ 401k Investor Sirsidynix 401(k) Profit Sharing Plan

Sirsidynix 401(k) Profit Sharing Plan Investment Model Portfolios

This Plan is unrated.
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Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX Aim Real Estate A
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth R5
FOREIGN SMALL/MID GROWTH IEGAX Aim Intl Small Company A
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Retirement Income FFFAX Fidelity Freedom Income
FIXED INCOME
Inflation-Protected Bond AIANX Amcent Inflation Adjusted Bond IS
High Yield Bond FAGIX Fidelity Capital and Income
Intermediate-Term Bond PTRAX Pimco Total Return Admin
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX Aim Real Estate A
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth R5
FOREIGN SMALL/MID GROWTH IEGAX Aim Intl Small Company A
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Technology SCIRX Seligman Comm & Info
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
FIXED INCOME
Inflation-Protected Bond AIANX Amcent Inflation Adjusted Bond IS
High Yield Bond FAGIX Fidelity Capital and Income
Intermediate-Term Bond PTRAX Pimco Total Return Admin
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index
Small Growth PSGIX Blackrock Small Cap Growth Equity I
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
LARGE BLEND NBPTX NB Partners Trust
Mid-Cap Growth MACGX Msif Mid Cap Growth P
LARGE GROWTH RGAEX American Funds Growth Fund of America R4
SMALL BLEND KSCIX Keeley Small Cap Value
LARGE VALUE ANDAX Allianz NFJ Dividend Value Admin
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
REAL ESTATE
REAL ESTATE IARAX Aim Real Estate A 45% 3 60 0 1.16% 1.64%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth R5 94% 3 60 0 0.84% 6.97%
FOREIGN SMALL/MID GROWTH IEGAX Aim Intl Small Company A 57% 3 60 0 2.23% 1.26%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 5.59%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 4.77%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 3.01%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 95% 3 60 0 0.66% 4.65%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 4.89%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 5.11%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 4.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 4.14%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 3.8%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 4.27%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 3.49%
Technology SCIRX Seligman Comm & Info 46% 3 60 0 1.43% 14.79%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 6.09%
FIXED INCOME
Inflation-Protected Bond AIANX Amcent Inflation Adjusted Bond IS 93% 3 60 0 0.76% 1.94%
High Yield Bond FAGIX Fidelity Capital and Income 91% 3 60 0 0.93% 4.59%
Intermediate-Term Bond PTRAX Pimco Total Return Admin 66% 3 60 0 0.8% 4.01%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index 97% 3 60 0 0.14% 1.25%
Small Growth PSGIX Blackrock Small Cap Growth Equity I 94% 3 60 0 1% 0.26%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A 93% 3 60 0 1.18% 7.1%
LARGE BLEND NBPTX NB Partners Trust 84% 3 60 0 0.51% 1.86%
Mid-Cap Growth MACGX Msif Mid Cap Growth P 60% 3 60 0 1.03% 0%
LARGE GROWTH RGAEX American Funds Growth Fund of America R4 39% 3 60 0 0.3% 9.12%
SMALL BLEND KSCIX Keeley Small Cap Value 0% 3 60 0 1.1% 7.82%
LARGE VALUE ANDAX Allianz NFJ Dividend Value Admin 0% 3 60 0 1.72% 13.64%
Average Expense Ratio: 0.81%
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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 -0.3% 5.3% 3.0% 6.5% 4.3% 6.7%

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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 -0.1% 7.2% -0.2% 4.6% 3.9% 4.7%

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

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



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