MyPlanIQ 401k Investor BECK TOOL INC 401K PLAN

BECK TOOL INC 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 62
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE JIREX JHFunds2 Real Estate Secs 1
INTERNATIONAL EQUITY
WORLD STOCK MDISX Mutual Global Discovery Z
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Foreign Large Growth JIIOX JHFunds2 Intl Opportunities 1
Others
Equity Energy VGENX Vanguard Energy Inv
Moderate Allocation PAALX PIMCO All Asset Admin
World Allocation MALOX BlackRock Global Allocation Instl
FIXED INCOME
Multisector Bond RPSIX T. Rowe Price Spectrum Income
Multisector Bond JESNX JHT Strategic Income Opps Trust Ser I
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Total Available Funds: 62
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE JIREX JHFunds2 Real Estate Secs 1
INTERNATIONAL EQUITY
WORLD STOCK MDISX Mutual Global Discovery Z
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Foreign Large Growth JIIOX JHFunds2 Intl Opportunities 1
WORLD STOCK OGLYX Oppenheimer Global Y
WORLD STOCK TEMWX Templeton World A
Foreign Large Blend JEIEX JHT Intl Equity Index Trust A Ser I
Foreign Large Value JIVIX JHFunds2 International Value 1
Foreign Small/Mid Value JIIMX JHFunds2 Intl Small Cap 1
Others
Equity Energy VGENX Vanguard Energy Inv
Moderate Allocation PAALX PIMCO All Asset Admin
World Allocation MALOX BlackRock Global Allocation Instl
Moderate Allocation JILBX JHancock2 Lifestyle Balanced 1
Conservative Allocation JILCX JHancock2 Lifestyle Conservative 1
Moderate Allocation RLBFX American Funds American Balanced R5
Conservative Allocation JILMX JHancock2 Lifestyle Moderate 1
Health PRHSX T. Rowe Price Health Sciences
Technology JESTX JHT Science & Technology Trust Ser I
Financial JEFSX JHT Financial Services Trust Ser I
Utilities MMUHX MFS Utilities R3
Technology PASTX T. Rowe Price Science & Tech Adv
FIXED INCOME
Multisector Bond RPSIX T. Rowe Price Spectrum Income
Multisector Bond JESNX JHT Strategic Income Opps Trust Ser I
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Inflation-Protected Bond PARRX PIMCO Real Return Admin
SHORT GOVERNMENT STABLEVALUE John Hancock Stable Value Fund
WORLD BOND PADMX PIMCO Global Bond (Unhedged) Admin
High Yield Bond SAHYX Legg Mason WA Global Hi Yld Bd A
Intermediate-Term Bond JEBNX JHT Total Bond Market Trust A Ser I
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index Inv
SMALL VALUE RYPNX Royce Opportunity Invmt
LARGE VALUE BEGRX Mutual Beacon Z
LARGE BLEND NYVTX Davis NY Venture A
SMALL VALUE JESVX JHT Small Cap Value Trust Ser I
Small Growth JESGX JHT Small Cap Growth Trust Ser I
LARGE BLEND JILGX JHancock2 Lifestyle Growth 1
LARGE VALUE RWMFX American Funds Washington Mutual R5
LARGE VALUE MALVX BlackRock Large Cap Value Instl
LARGE BLEND JILAX JHancock2 Lifestyle Aggressive 1
MID-CAP VALUE JEMUX JHT Mid Value Series I
LARGE GROWTH JIBCX JHFunds2 Blue Chip Growth 1
MID-CAP BLEND JECIX JHT Mid Cap Index Trust Ser I
LARGE BLEND JETSX JHT Total Stock Market Index Tr Ser I
SMALL BLEND JESIX JHT Small Cap Index Trust Ser I
LARGE BLEND RICFX American Funds Invmt Co of Amer R5
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5
LARGE GROWTH JICPX JHFunds2 Capital App 1
LARGE GROWTH SAGYX Legg Mason ClearBridge Aggressive Gr I
LARGE BLEND JEQAX JHT Optimized All Cap Trust Series I
SMALL BLEND JISOX JHFunds2 Small Cap Opp 1
Small Growth GTSAX AIM Small Cap Growth A
LARGE VALUE PAFDX T. Rowe Price Equity Income Adv
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth A
LARGE BLEND DIEQX Domini Social Equity Instl
LARGE BLEND JEINX JHT 500 Index Trust Ser I
LARGE BLEND JICVX JHFunds2 All Cap Value 1
Mid-Cap Growth TWCVX American Century Vista Inv
Mid-Cap Growth JIMSX JHFunds2 Mid Cap Stock 1
MID-CAP VALUE RMCVX Columbia Mid Cap Value Opportunity R4
LARGE BLEND JILPX JHFunds2 Large Cap 1
LARGE VALUE JIQVX JHFunds2 Optimized Value 1
LARGE VALUE UMBIX Columbia Value & Restructuring Z
Total Available Funds: 62
  • 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 JIREX JHFunds2 Real Estate Secs 1 82% 3 60 0 0.88% 2.47%
INTERNATIONAL EQUITY
WORLD STOCK MDISX Mutual Global Discovery Z 94% 3 60 0 1.45% 6.84%
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 3.63%
Foreign Large Growth JIIOX JHFunds2 Intl Opportunities 1 90% 3 60 0 0.66% 1.8%
WORLD STOCK OGLYX Oppenheimer Global Y 85% 3 60 0 1.31% 9.57%
WORLD STOCK TEMWX Templeton World A 46% 3 60 0 0.81% 0.32%
Foreign Large Blend JEIEX JHT Intl Equity Index Trust A Ser I 0% 3 60 0 0.63% 0%
Foreign Large Value JIVIX JHFunds2 International Value 1 0% 3 60 0 0.89% 2.62%
Foreign Small/Mid Value JIIMX JHFunds2 Intl Small Cap 1 0% 3 60 0 1.08% 1.56%
Others
Equity Energy VGENX Vanguard Energy Inv 97% 3 60 0 0.46% 9.93%
Moderate Allocation PAALX PIMCO All Asset Admin 96% 3 60 0 1.84% 3.62%
World Allocation MALOX BlackRock Global Allocation Instl 90% 3 60 0 0.84% 1.48%
Moderate Allocation JILBX JHancock2 Lifestyle Balanced 1 80% 3 60 0 1.18% 2.59%
Conservative Allocation JILCX JHancock2 Lifestyle Conservative 1 79% 3 60 0 1.33% 3.9%
Moderate Allocation RLBFX American Funds American Balanced R5 79% 3 60 0 0.31% 2.54%
Conservative Allocation JILMX JHancock2 Lifestyle Moderate 1 78% 3 60 0 0.92% 3.28%
Health PRHSX T. Rowe Price Health Sciences 63% 3 60 0 0.8% 4.97%
Technology JESTX JHT Science & Technology Trust Ser I 58% 3 60 0 1.16% 0%
Financial JEFSX JHT Financial Services Trust Ser I 54% 3 60 0 0.91% 5.55%
Utilities MMUHX MFS Utilities R3 46% 3 60 0 1% 5.81%
Technology PASTX T. Rowe Price Science & Tech Adv 43% 3 60 0 0.84% 0%
FIXED INCOME
Multisector Bond RPSIX T. Rowe Price Spectrum Income 85% 3 60 0 0.62% 4.53%
Multisector Bond JESNX JHT Strategic Income Opps Trust Ser I 81% 3 60 0 0.83% 3.48%
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 3.85%
Inflation-Protected Bond PARRX PIMCO Real Return Admin 61% 3 60 0 1.37% 4.19%
SHORT GOVERNMENT STABLEVALUE John Hancock Stable Value Fund 16% 1 60 0 NA 27.03%
WORLD BOND PADMX PIMCO Global Bond (Unhedged) Admin 0% 3 60 0 0.57% 4.6%
High Yield Bond SAHYX Legg Mason WA Global Hi Yld Bd A 0% 3 60 0 0.9% 5.74%
Intermediate-Term Bond JEBNX JHT Total Bond Market Trust A Ser I 0% 3 60 0 0.54% 0%
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index Inv 100% 3 60 0 0.07% 0.57%
SMALL VALUE RYPNX Royce Opportunity Invmt 95% 3 60 0 1.85% 4.4%
LARGE VALUE BEGRX Mutual Beacon Z 93% 3 60 0 0.77% 5.92%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 7.04%
SMALL VALUE JESVX JHT Small Cap Value Trust Ser I 92% 3 60 0 1.33% 9.37%
Small Growth JESGX JHT Small Cap Growth Trust Ser I 85% 3 60 0 1.16% 0%
LARGE BLEND JILGX JHancock2 Lifestyle Growth 1 85% 3 60 0 0.97% 5.86%
LARGE VALUE RWMFX American Funds Washington Mutual R5 84% 3 60 0 0.26% 6.02%
LARGE VALUE MALVX BlackRock Large Cap Value Instl 83% 3 60 0 0.79% 2.65%
LARGE BLEND JILAX JHancock2 Lifestyle Aggressive 1 82% 3 60 0 1.29% 5.78%
MID-CAP VALUE JEMUX JHT Mid Value Series I 81% 3 60 0 1.06% 15.23%
LARGE GROWTH JIBCX JHFunds2 Blue Chip Growth 1 80% 3 60 0 1.88% 2.81%
MID-CAP BLEND JECIX JHT Mid Cap Index Trust Ser I 80% 3 60 0 0.54% 5.73%
LARGE BLEND JETSX JHT Total Stock Market Index Tr Ser I 79% 3 60 0 0.57% 6.18%
SMALL BLEND JESIX JHT Small Cap Index Trust Ser I 79% 3 60 0 0.6% 2.47%
LARGE BLEND RICFX American Funds Invmt Co of Amer R5 76% 3 60 0 0.58% 4.76%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5 75% 3 60 0 0.63% 6.89%
LARGE GROWTH JICPX JHFunds2 Capital App 1 75% 3 60 0 0.8% 5.09%
LARGE GROWTH SAGYX Legg Mason ClearBridge Aggressive Gr I 71% 3 60 0 1.24% 10.82%
LARGE BLEND JEQAX JHT Optimized All Cap Trust Series I 69% 3 60 0 0.76% 12.45%
SMALL BLEND JISOX JHFunds2 Small Cap Opp 1 63% 3 60 0 0.87% 4.71%
Small Growth GTSAX AIM Small Cap Growth A 53% 3 60 0 0.91% 0%
LARGE VALUE PAFDX T. Rowe Price Equity Income Adv 51% 3 60 0 1.23% 6.01%
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth A 41% 3 60 0 0.85% 0%
LARGE BLEND DIEQX Domini Social Equity Instl 20% 3 60 0 1.09% 1.46%
LARGE BLEND JEINX JHT 500 Index Trust Ser I 0% 3 60 0 0.53% 5.09%
LARGE BLEND JICVX JHFunds2 All Cap Value 1 0% 3 60 0 0.87% 17.48%
Mid-Cap Growth TWCVX American Century Vista Inv 0% 3 60 0 1.03% 0%
Mid-Cap Growth JIMSX JHFunds2 Mid Cap Stock 1 0% 3 60 0 0.91% 0%
MID-CAP VALUE RMCVX Columbia Mid Cap Value Opportunity R4 0% 3 60 0 1.06% 8.99%
LARGE BLEND JILPX JHFunds2 Large Cap 1 0% 3 60 0 NA 0%
LARGE VALUE JIQVX JHFunds2 Optimized Value 1 0% 3 60 0 NA 5.17%
LARGE VALUE UMBIX Columbia Value & Restructuring Z 0% 3 60 0 0.97% 0%
Average Expense Ratio: 0.93%
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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 6.9% 24.7% 10.0% 10.7% 7.9% 9.7%

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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 62 funds. It covers 4 major asset classes and 29 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.


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