MyPlanIQ 401k Investor SABER ENGINEERING INC. 401K PLAN

SABER ENGINEERING INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 46
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX IARAX
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH LAIAX LAIAX
Foreign Small/Mid Value PNVAX PNVAX
Foreign Large Growth AIIEX AIIEX
Others
Target Date 2000-2010 RRTAX RRTAX
Target Date 2036-2040 RRTDX RRTDX
Target Date 2026-2030 RRTCX RRTCX
US EQUITY
LARGE GROWTH ALARX ALARX
SMALL BLEND RYTFX RYTFX
Small Growth ALSRX ALSRX
Total Available Funds: 46
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX IARAX
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH LAIAX LAIAX
Foreign Small/Mid Value PNVAX PNVAX
Foreign Large Growth AIIEX AIIEX
Foreign Large Blend MRSRX MRSRX
Foreign Large Value MINFX MINFX
Others
Target Date 2000-2010 RRTAX RRTAX
Target Date 2036-2040 RRTDX RRTDX
Target Date 2026-2030 RRTCX RRTCX
Target Date 2016-2020 RRTBX RRTBX
Target Date 2046-2050 RRTFX RRTFX
World Allocation CABNX CABNX
Target Date 2041-2045 RRTRX RRTRX
Moderate Allocation ACEIX ACEIX
Target Date 2031-2035 RRTPX RRTPX
Target Date 2021-2025 RRTNX RRTNX
Target Date 2011-2015 RRTMX RRTMX
Retirement Income RRTIX RRTIX
Target Date 2051+ RRTVX RRTVX
EQUITY PRECIOUS METALS OPGSX OPGSX
CASH CASH SSgA Cash Series
US EQUITY
LARGE GROWTH ALARX ALARX
SMALL BLEND RYTFX RYTFX
Small Growth ALSRX ALSRX
MID-CAP VALUE VETAX VETAX
LARGE GROWTH FGRAX FGRAX
SMALL VALUE SSGSX SSGSX
LARGE VALUE MDDVX MDDVX
Mid-Cap Growth PEEAX PEEAX
MID-CAP VALUE MDRFX MDRFX
LARGE GROWTH CSIEX CSIEX
LARGE BLEND OARDX OARDX
Mid-Cap Growth PMBMX PMBMX
SMALL VALUE DEVLX DEVLX
LARGE GROWTH RRBGX RRBGX
SMALL BLEND SMEAX SMEAX
Small Growth RSEGX RSEGX
LARGE BLEND FRDPX FRDPX
LARGE VALUE HDGSX HDGSX
SMALL BLEND PCOAX PCOAX
MID-CAP VALUE DEFIX DEFIX
FIXED INCOME
Intermediate-Term Bond PTTAX PTTAX
High Yield Bond PBHAX PBHAX
Inflation-Protected Bond PRTNX PRTNX
Intermediate Government OGGAX OGGAX
Intermediate Government PGSIX PGSIX
Total Available Funds: 46
  • 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 IARAX 45% 3 60 0 1.16% 1.68%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH LAIAX LAIAX 61% 3 60 0 1.23% 3.36%
Foreign Small/Mid Value PNVAX PNVAX 52% 3 60 0 1.5% 3.65%
Foreign Large Growth AIIEX AIIEX 51% 3 60 0 1.6% 2.48%
Foreign Large Blend MRSRX MRSRX 47% 3 60 0 0.75% 1.46%
Foreign Large Value MINFX MINFX 18% 3 60 0 0.61% 1.59%
Others
Target Date 2000-2010 RRTAX RRTAX 66% 3 60 0 0.99% 3.64%
Target Date 2036-2040 RRTDX RRTDX 65% 3 60 0 0.6% 1.85%
Target Date 2026-2030 RRTCX RRTCX 63% 3 60 0 1.08% 1.72%
Target Date 2016-2020 RRTBX RRTBX 60% 3 60 0 0.78% 3.84%
Target Date 2046-2050 RRTFX RRTFX 59% 3 60 0 0.63% 0.9%
World Allocation CABNX CABNX 51% 3 60 0 1.05% 1.89%
Target Date 2041-2045 RRTRX RRTRX 49% 3 60 0 1.12% 0.97%
Moderate Allocation ACEIX ACEIX 49% 3 60 0 1.04% 1.56%
Target Date 2031-2035 RRTPX RRTPX 45% 3 60 0 0.84% 1.34%
Target Date 2021-2025 RRTNX RRTNX 44% 3 60 0 1.05% 2.05%
Target Date 2011-2015 RRTMX RRTMX 43% 3 60 0 0.76% 2.3%
Retirement Income RRTIX RRTIX 42% 3 60 0 0.49% 3.22%
Target Date 2051+ RRTVX RRTVX 39% 3 60 0 1.14% 0.87%
EQUITY PRECIOUS METALS OPGSX OPGSX 29% 3 60 0 1.31% 0.81%
CASH CASH SSgA Cash Series 0% 3 60 0 NA 2.6%
US EQUITY
LARGE GROWTH ALARX ALARX 94% 3 60 0 1.68% 13.18%
SMALL BLEND RYTFX RYTFX 93% 3 60 0 1.95% 2.28%
Small Growth ALSRX ALSRX 89% 3 60 0 1.73% 1.05%
MID-CAP VALUE VETAX VETAX 63% 3 60 0 1.65% 0.9%
LARGE GROWTH FGRAX FGRAX 58% 3 60 0 1.15% 10.17%
SMALL VALUE SSGSX SSGSX 57% 3 60 0 0.85% 0.5%
LARGE VALUE MDDVX MDDVX 56% 3 60 0 1% 1.99%
Mid-Cap Growth PEEAX PEEAX 55% 3 60 0 1.08% 6.98%
MID-CAP VALUE MDRFX MDRFX 55% 3 60 0 0.69% 1.7%
LARGE GROWTH CSIEX CSIEX 50% 3 60 0 0.59% 0.17%
LARGE BLEND OARDX OARDX 47% 3 60 0 0.63% 0.68%
Mid-Cap Growth PMBMX PMBMX 46% 3 60 0 0.94% 3.63%
SMALL VALUE DEVLX DEVLX 42% 3 60 0 0.86% 1.14%
LARGE GROWTH RRBGX RRBGX 40% 3 60 0 1.23% 9.35%
SMALL BLEND SMEAX SMEAX 40% 3 60 0 1.01% 8.16%
Small Growth RSEGX RSEGX 36% 3 60 0 2.16% 0%
LARGE BLEND FRDPX FRDPX 26% 3 60 0 0.59% 0.76%
LARGE VALUE HDGSX HDGSX 23% 3 60 0 1.04% 9.34%
SMALL BLEND PCOAX PCOAX 0% 3 60 0 1.28% 18.19%
MID-CAP VALUE DEFIX DEFIX 0% 3 60 0 1.25% 5.97%
FIXED INCOME
Intermediate-Term Bond PTTAX PTTAX 65% 3 60 0 0.8% 4.3%
High Yield Bond PBHAX PBHAX 61% 3 60 0 0.51% 6.58%
Inflation-Protected Bond PRTNX PRTNX 58% 3 60 0 1.37% 2.43%
Intermediate Government OGGAX OGGAX 40% 3 60 0 0.48% 2.51%
Intermediate Government PGSIX PGSIX 37% 3 60 0 1.17% 14.6%
Average Expense Ratio: 1.05%
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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 0.4% 5.3% 2.2% 5.0% 4.2% 7.0%

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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 for Portfolio Details or Follow 0.3% 6.9% -0.4% 3.0% 3.6% 4.8%

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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 3.8% 14.6% 4.5% 9.7% 7.9% 8.9%

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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
The plan consists of 46 funds. It covers 4 major asset classes and 33 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.


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