MyPlanIQ 401k Investor GLOBEOP FINANCIAL SERVICES LLC 401K PROFIT SHARING PLAN and TRUST

GLOBEOP FINANCIAL SERVICES LLC 401K PROFIT SHARING PLAN and TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend GIGIX Aberdeen International Equity
Foreign Large Blend TGVIX Thornburg Interanational Value Fund
DIVERSIFIED PACIFIC/ASIA MAPCX Blackrock Pacific Fund
Others
Moderate Allocation ACEIX Van Kampen Equity and Income Fund
FIXED INCOME
High Yield Bond MHYIX Mainstay High Yield Corporate Bond Fund
Intermediate-Term Bond DPRFX Delaware Diversified In Fund
Intermediate Government OGGAX JP Morgan Government Bond Fund
US EQUITY
LARGE BLEND NYVTX Davis NewYork Venture Fund
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund
LARGE BLEND GRMSX Nationwide S&P 500 Index Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend GIGIX Aberdeen International Equity
Foreign Large Blend TGVIX Thornburg Interanational Value Fund
DIVERSIFIED PACIFIC/ASIA MAPCX Blackrock Pacific Fund
Others
Moderate Allocation ACEIX Van Kampen Equity and Income Fund
FIXED INCOME
High Yield Bond MHYIX Mainstay High Yield Corporate Bond Fund
Intermediate-Term Bond DPRFX Delaware Diversified In Fund
Intermediate Government OGGAX JP Morgan Government Bond Fund
US EQUITY
LARGE BLEND NYVTX Davis NewYork Venture Fund
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund
LARGE BLEND GRMSX Nationwide S&P 500 Index Fund
MID-CAP VALUE GCMTX GS Mid Cap Value Fund
LARGE BLEND AXBAX Riversource Portfolio Builder Aggressive Fund
SMALL VALUE SSGSX Victory Small Comp Opportunity Fund
LARGE VALUE GLVRX Nationwide Large Cap Value Fund
LARGE BLEND AXTAX Riversource Portfolio Builder Total Equity Fund
LARGE GROWTH OEQYX Oppenheimer EQ Funds
Mid-Cap Growth ACDRX AIM Capital Development
Total Available Funds: 17
  • 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
Foreign Large Blend GIGIX Aberdeen International Equity 95% 3 60 0 1.1% 1.5%
Foreign Large Blend TGVIX Thornburg Interanational Value Fund 94% 3 60 0 1.36% 0.4%
DIVERSIFIED PACIFIC/ASIA MAPCX Blackrock Pacific Fund 81% 3 60 0 0.81% 1.63%
Others
Moderate Allocation ACEIX Van Kampen Equity and Income Fund 49% 3 60 0 1.04% 1.42%
FIXED INCOME
High Yield Bond MHYIX Mainstay High Yield Corporate Bond Fund 73% 3 60 0 0.96% 5.64%
Intermediate-Term Bond DPRFX Delaware Diversified In Fund 62% 3 60 0 0.36% 3.66%
Intermediate Government OGGAX JP Morgan Government Bond Fund 40% 3 60 0 0.48% 2.29%
US EQUITY
LARGE BLEND NYVTX Davis NewYork Venture Fund 92% 3 60 0 1.75% 8.07%
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund 91% 3 60 0 2.15% 4.01%
LARGE BLEND GRMSX Nationwide S&P 500 Index Fund 71% 3 60 0 0.59% 1.32%
MID-CAP VALUE GCMTX GS Mid Cap Value Fund 67% 3 60 0 0.82% 4.25%
LARGE BLEND AXBAX Riversource Portfolio Builder Aggressive Fund 58% 3 60 0 1.01% 4.49%
SMALL VALUE SSGSX Victory Small Comp Opportunity Fund 57% 3 60 0 0.85% 6.32%
LARGE VALUE GLVRX Nationwide Large Cap Value Fund 0% 3 60 0 NA NA
LARGE BLEND AXTAX Riversource Portfolio Builder Total Equity Fund 0% 3 60 0 NA NA
LARGE GROWTH OEQYX Oppenheimer EQ Funds 0% 3 60 0 0.81% 0%
Mid-Cap Growth ACDRX AIM Capital Development 0% 3 60 0 NA 0%
Average Expense Ratio: 1.01%
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Model Portfolios

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 18 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.

Globeop Financial Services Llc 401k Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature.



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