MyPlanIQ 401k Investor PAYFLEX SYSTEMS USA INC. 401(k) PLAN

PAYFLEX SYSTEMS USA INC. 401(k) PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWICX capital world growth & income fund class r3
Foreign Large Blend RERCX american europacific growth fund class r3
Foreign Large Growth JDIRX janus overseas fund class r
FIXED INCOME
Intermediate-Term Bond PTRRX pimco total return class r
US EQUITY
SMALL BLEND RTRIX royce total return fund
LARGE BLEND RFNFX american funds fundamental investors class r3
LARGE GROWTH RGAFX american growth fund of america class r3
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWICX capital world growth & income fund class r3
Foreign Large Blend RERCX american europacific growth fund class r3
Foreign Large Growth JDIRX janus overseas fund class r
FIXED INCOME
Intermediate-Term Bond PTRRX pimco total return class r
US EQUITY
SMALL BLEND RTRIX royce total return fund
LARGE BLEND RFNFX american funds fundamental investors class r3
LARGE GROWTH RGAFX american growth fund of america class r3
Small Growth ANONX american century small cap growth fund class a
Mid-Cap Growth RRMGX t.rowe price mid-cap growth fund class r
LARGE VALUE MVRRX mfs value fund class r2
MID-CAP VALUE CMVRX columbia mid cap value fund class r
Total Available Funds: 11
  • 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
WORLD STOCK RWICX capital world growth & income fund class r3 61% 3 60 0 0.53% 1.4%
Foreign Large Blend RERCX american europacific growth fund class r3 56% 3 60 0 0.9% 0.84%
Foreign Large Growth JDIRX janus overseas fund class r 32% 3 60 0 2.06% 0.94%
FIXED INCOME
Intermediate-Term Bond PTRRX pimco total return class r 65% 3 60 0 0.8% 4.14%
US EQUITY
SMALL BLEND RTRIX royce total return fund 94% 3 60 0 1.95% 3.32%
LARGE BLEND RFNFX american funds fundamental investors class r3 87% 3 60 0 0.6% 1.43%
LARGE GROWTH RGAFX american growth fund of america class r3 75% 3 60 0 0.63% 0.71%
Small Growth ANONX american century small cap growth fund class a 68% 3 60 0 0.97% 0.33%
Mid-Cap Growth RRMGX t.rowe price mid-cap growth fund class r 56% 3 60 0 1.29% 11.02%
LARGE VALUE MVRRX mfs value fund class r2 53% 3 60 0 0.8% 1.35%
MID-CAP VALUE CMVRX columbia mid cap value fund class r 40% 3 60 0 1.13% 0.55%
Average Expense Ratio: 1.06%
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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 0.7% 8.7% 4.2% 7.3% 5.8% 6.6%

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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 0.8% 5.7% 1.4% 4.8% 4.1% 4.3%

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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 12 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

PAYFLEX SYSTEMS USA INC. 401(k) PLAN is a defined contribution plan with a profit-sharing component and 401k feature.



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