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

Sirsidynix 401(k) Profit Sharing Plan Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
SIRSIDYNIX 401(K) PROFIT SHARING PLAN
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%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio

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%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.