MyPlanIQ 401k Investor GoEngineer John Hancock 401K

GoEngineer John Hancock 401K

This Plan is unrated.
Investment Options
Total Available Funds: 55
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE JIREX Deutsche Asset Management Real Estate Securities Fund
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Mkt
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA FM Intl Equity Index
WORLD STOCK MDISX Mutual Global Discovery
Foreign Large Blend RERFX American Funds EuroPacific Growth
Others
Equity Energy VGENX Vanguard Energy
Moderate Allocation JILBX MFC Global Lifestyle Balanced
Conservative Allocation JILCX MFC Global Lifestyle Conservative
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal
Multisector Bond RPSIX T. Rowe Price Spectrum Inc
Total Available Funds: 55
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE JIREX Deutsche Asset Management Real Estate Securities Fund
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Mkt
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA FM Intl Equity Index
WORLD STOCK MDISX Mutual Global Discovery
Foreign Large Blend RERFX American Funds EuroPacific Growth
WORLD STOCK IGMIX Oppenheimer Global
WORLD STOCK TWDAX Templeton World
Foreign Large Value JIVIX Templeton International Value Fund
Foreign Small/Mid Value JIIMX Templeton Intl Small Cap
Others
Equity Energy VGENX Vanguard Energy
Moderate Allocation JILBX MFC Global Lifestyle Balanced
Conservative Allocation JILCX MFC Global Lifestyle Conservative
Moderate Allocation RLBFX American Funds American Balanced Fund
Conservative Allocation JTLMX MFC Global Lifestyle Moderate
Utilities MMUIX MFS Utilities
Health PRHSX T. Rowe Price Health Sci
Technology PRSCX T. Rowe Price /RCM Science & Technology
Technology PRSCX T. Rowe Price Sci & Tech
Financial DVFYX Davis Financial Services Fund
ROOT CASH MFC Global Money Market Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal
Multisector Bond RPSIX T. Rowe Price Spectrum Inc
High Yield Bond WAHYX Western Asset High Yield Bond
Inflation-Protected Bond PRLPX PIMCO Real Return
WORLD BOND PIGLX PIMCO Global Bond
US EQUITY
SMALL BLEND NAESX MFC Global Small Cap Index
LARGE BLEND DSEFX Domini Social Equity
LARGE BLEND VFINX MFC Global 500 Index
LARGE VALUE PRFDX T. Rowe Price Equity Inc
Mid-Cap Growth TWHIX American Century Heritage
LARGE BLEND VTSMX MFC Global Total Stock Market Index
MID-CAP VALUE FRBSX Franklin Balance Sheet
LARGE VALUE BEGRX Mutual Beacon
Small Growth GTSVX Invesco Advisers Small Cap Growth
Small Growth VSGIX Vanguard Small Cap Growth Index
MID-CAP VALUE FLMVX JPM MidCap Value
LARGE BLEND JILGX MFC Global Lifestyle Growth
LARGE VALUE RWMFX Washington Mutual Investors
LARGE BLEND JILAX MFC Global Lifestyle Aggressive
LARGE BLEND RICFX American Funds Investment Company of America
LARGE GROWTH RGAFX American Funds The Growth Fund of America
LARGE GROWTH JICPX Jennison Capital Appreciation
Mid-Cap Growth FSGAX Franklin Small-Mid Growth
SMALL BLEND DFSTX DFA U.S. Small Cap
LARGE GROWTH SAGYX Legg Mason ClearBr Agg Growth
LARGE BLEND JEQAX MFC Global Optimized All Cap
LARGE BLEND ISFIX Davis New York Venture
LARGE BLEND LAVFX Lord Abbet All Cap Value
LARGE GROWTH PABGX T. Rowe Price Blue Chip Growth Fund
Mid-Cap Growth JIMSX MFC Global Mid Cap Index
SMALL VALUE JSCNX Wellington Small Cap Value
Mid-Cap Growth JIMSX Wellington Mid Cap Stock
LARGE VALUE JHQVX MFC Global Optimized Value
LARGE VALUE UMBIX Columbia Value & Restructuring
Total Available Funds: 55
  • 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 Deutsche Asset Management Real Estate Securities Fund 82% 1 60 0 0.88% 12.29%
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Mkt 89% 1 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA FM Intl Equity Index 100% 1 60 0 0.75% 5.53%
WORLD STOCK MDISX Mutual Global Discovery 94% 1 60 0 1.45% 1.91%
Foreign Large Blend RERFX American Funds EuroPacific Growth 94% 1 60 0 0.84% 1.86%
WORLD STOCK IGMIX Oppenheimer Global 85% 1 60 0 1.2% 11.25%
WORLD STOCK TWDAX Templeton World 70% 1 60 0 0.81% 0.46%
Foreign Large Value JIVIX Templeton International Value Fund 0% 1 60 0 0.89% 2.62%
Foreign Small/Mid Value JIIMX Templeton Intl Small Cap 0% 1 60 0 1.08% 1.56%
Others
Equity Energy VGENX Vanguard Energy 97% 12 60 0 0.46% 4.14%
Moderate Allocation JILBX MFC Global Lifestyle Balanced 80% 1 60 0 1.18% 10.99%
Conservative Allocation JILCX MFC Global Lifestyle Conservative 79% 1 60 0 1.33% 3.88%
Moderate Allocation RLBFX American Funds American Balanced Fund 79% 1 60 0 0.31% 2.64%
Conservative Allocation JTLMX MFC Global Lifestyle Moderate 78% 1 60 0 0.92% 8.57%
Utilities MMUIX MFS Utilities 66% 1 60 0 1% 6.04%
Health PRHSX T. Rowe Price Health Sci 63% 1 60 0 0.8% 5.33%
Technology PRSCX T. Rowe Price /RCM Science & Technology 58% 1 60 0 0.84% 0%
Technology PRSCX T. Rowe Price Sci & Tech 58% 1 60 0 0.84% 0%
Financial DVFYX Davis Financial Services Fund 54% 1 60 0 0.72% 7.03%
ROOT CASH MFC Global Money Market Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 97% 1 60 0 0.83% 3.98%
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal 95% 1 60 0 0.1% 3.28%
Multisector Bond RPSIX T. Rowe Price Spectrum Inc 85% 1 60 0 0.62% 4.4%
High Yield Bond WAHYX Western Asset High Yield Bond 71% 1 60 0 1.76% 7.98%
Inflation-Protected Bond PRLPX PIMCO Real Return 69% 1 60 0 1.37% 4.05%
WORLD BOND PIGLX PIMCO Global Bond 0% 1 60 0 0.57% 4.88%
US EQUITY
SMALL BLEND NAESX MFC Global Small Cap Index 99% 1 60 0 0.03% 1.4%
LARGE BLEND DSEFX Domini Social Equity 98% 1 60 0 0.71% 0.37%
LARGE BLEND VFINX MFC Global 500 Index 98% 1 60 0 0.14% 1.27%
LARGE VALUE PRFDX T. Rowe Price Equity Inc 97% 1 60 0 1.23% 1.94%
Mid-Cap Growth TWHIX American Century Heritage 96% 1 60 0 0.01% 0%
LARGE BLEND VTSMX MFC Global Total Stock Market Index 94% 1 60 0 0.03% 1.26%
MID-CAP VALUE FRBSX Franklin Balance Sheet 93% 1 60 0 1.15% 1.2%
LARGE VALUE BEGRX Mutual Beacon 93% 1 60 0 0.77% 1.91%
Small Growth GTSVX Invesco Advisers Small Cap Growth 91% 1 60 0 0.91% 0%
Small Growth VSGIX Vanguard Small Cap Growth Index 87% 1 60 0 0.07% 0.65%
MID-CAP VALUE FLMVX JPM MidCap Value 86% 1 60 0 1.14% 1.22%
LARGE BLEND JILGX MFC Global Lifestyle Growth 85% 1 60 0 0.97% 1.99%
LARGE VALUE RWMFX Washington Mutual Investors 84% 1 60 0 0.26% 3.64%
LARGE BLEND JILAX MFC Global Lifestyle Aggressive 82% 1 60 0 1.29% 1.46%
LARGE BLEND RICFX American Funds Investment Company of America 76% 1 60 0 0.58% 1.52%
LARGE GROWTH RGAFX American Funds The Growth Fund of America 75% 1 60 0 0.63% 0.75%
LARGE GROWTH JICPX Jennison Capital Appreciation 75% 1 60 0 0.8% 0%
Mid-Cap Growth FSGAX Franklin Small-Mid Growth 73% 1 60 0 0.85% 0%
SMALL BLEND DFSTX DFA U.S. Small Cap 72% 1 60 0 0.27% 1.12%
LARGE GROWTH SAGYX Legg Mason ClearBr Agg Growth 71% 1 60 0 1.24% 11%
LARGE BLEND JEQAX MFC Global Optimized All Cap 69% 1 60 0 0.76% 13.59%
LARGE BLEND ISFIX Davis New York Venture 68% 1 60 0 0.95% 44.32%
LARGE BLEND LAVFX Lord Abbet All Cap Value 62% 1 60 0 0.63% 0.96%
LARGE GROWTH PABGX T. Rowe Price Blue Chip Growth Fund 42% 1 60 0 1.23% 3.65%
Mid-Cap Growth JIMSX MFC Global Mid Cap Index 0% 1 60 0 0.91% 0%
SMALL VALUE JSCNX Wellington Small Cap Value 0% 1 60 0 1.11% 0%
Mid-Cap Growth JIMSX Wellington Mid Cap Stock 0% 1 60 0 0.91% 0%
LARGE VALUE JHQVX MFC Global Optimized Value 0% 1 60 0 NA 5.16%
LARGE VALUE UMBIX Columbia Value & Restructuring 0% 1 60 0 0.97% 0%
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 2.9% 10.6% 0.8% 5.6% 4.7% 7.5%

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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 58 funds. It covers 5 major asset classes and 29 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs and Fixed Income.

This plan was created upon a user's request.



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