MyPlanIQ 401k Investor Kite`s 401K and Profit Sharing

Kite`s 401K and Profit Sharing

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend POVSX Putman International Equity A
WORLD STOCK HBGLX Hartford Global Growth HLS IB
Others
Moderate Allocation RLBCX American Funds American Balanced R3
World Allocation RIRCX American Funds Capital Income Builder R3
Moderate Allocation RIDCX American Funds Income Fund of America R3
FIXED INCOME
High Yield Bond PHYIX Putnam High Yield Advantage A
Intermediate Government FUSGX Federated Fund for US Govt Secs A
Intermediate-Term Bond HBNBX Hartford Total Return Bond HLS IB
US EQUITY
LARGE GROWTH RNGFX American Funds New Economy
LARGE VALUE ACSDX Invesco Van Kampen Comstock A
LARGE GROWTH RGAFX American Funds Growth Fund of America R3
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend POVSX Putman International Equity A
WORLD STOCK HBGLX Hartford Global Growth HLS IB
Others
Moderate Allocation RLBCX American Funds American Balanced R3
World Allocation RIRCX American Funds Capital Income Builder R3
Moderate Allocation RIDCX American Funds Income Fund of America R3
FIXED INCOME
High Yield Bond PHYIX Putnam High Yield Advantage A
Intermediate Government FUSGX Federated Fund for US Govt Secs A
Intermediate-Term Bond HBNBX Hartford Total Return Bond HLS IB
Intermediate Government GSGOX Goldman Sachs Government Income A
Intermediate-Term Bond GSFAX Goldman Sachs Core Fixed-Income A
Intermediate Government VKMGX Invesco Van Kampen US Mortgage A
SHORT GOVERNMENT STABLEVALUE Fixed Account (stable cash)
US EQUITY
LARGE GROWTH RNGFX American Funds New Economy
LARGE VALUE ACSDX Invesco Van Kampen Comstock A
LARGE GROWTH RGAFX American Funds Growth Fund of America R3
Mid-Cap Growth GGOAX Goldman Sachs Growth Opportunities A
LARGE VALUE RMFCX American Funds American Mutual R3
LARGE GROWTH RAFCX American Funds AMCAP R3
SMALL VALUE GSSMX Goldman Sachs Small Cap Value A
Small Growth HDMBX Hartfors Small Company HLS IB
LARGE VALUE FISEX Putman Equity Income A
MID-CAP VALUE LMCPX Lord Abbett Mid-Cap Value P
Total Available Funds: 22
  • 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 POVSX Putman International Equity A 37% 3 60 0 1.25% 0%
WORLD STOCK HBGLX Hartford Global Growth HLS IB 0% 3 60 0 1.05% 0.11%
Others
Moderate Allocation RLBCX American Funds American Balanced R3 63% 3 60 0 0.31% 2.09%
World Allocation RIRCX American Funds Capital Income Builder R3 59% 3 60 0 0.26% 1.76%
Moderate Allocation RIDCX American Funds Income Fund of America R3 36% 3 60 0 0.69% 3.4%
FIXED INCOME
High Yield Bond PHYIX Putnam High Yield Advantage A 61% 3 60 0 1.79% 4.54%
Intermediate Government FUSGX Federated Fund for US Govt Secs A 46% 3 60 0 0.97% 2.82%
Intermediate-Term Bond HBNBX Hartford Total Return Bond HLS IB 43% 3 60 0 0.75% 3.17%
Intermediate Government GSGOX Goldman Sachs Government Income A 38% 3 60 0 1.06% 2.28%
Intermediate-Term Bond GSFAX Goldman Sachs Core Fixed-Income A 33% 3 60 0 0.44% 3.73%
Intermediate Government VKMGX Invesco Van Kampen US Mortgage A 23% 3 60 0 0.61% 3.49%
SHORT GOVERNMENT STABLEVALUE Fixed Account (stable cash) 16% 1 60 0 NA 27.03%
US EQUITY
LARGE GROWTH RNGFX American Funds New Economy 81% 3 60 0 0.53% 4.25%
LARGE VALUE ACSDX Invesco Van Kampen Comstock A 77% 3 60 0 1.55% 1.51%
LARGE GROWTH RGAFX American Funds Growth Fund of America R3 75% 3 60 0 0.63% 0.75%
Mid-Cap Growth GGOAX Goldman Sachs Growth Opportunities A 63% 3 60 0 1.41% 0%
LARGE VALUE RMFCX American Funds American Mutual R3 48% 3 60 0 0.38% 3.52%
LARGE GROWTH RAFCX American Funds AMCAP R3 40% 3 60 0 0.49% 2.99%
SMALL VALUE GSSMX Goldman Sachs Small Cap Value A 39% 3 60 0 1.23% 3.76%
Small Growth HDMBX Hartfors Small Company HLS IB 36% 3 60 0 1.04% 0%
LARGE VALUE FISEX Putman Equity Income A 31% 3 60 0 0.58% 2.44%
MID-CAP VALUE LMCPX Lord Abbett Mid-Cap Value P 29% 3 60 0 1.26% 6.5%
Average Expense Ratio: 0.87%
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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 8.1% 23.3% 10.2% 10.2% 8.1% 9.1%

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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 22 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

This plan is created upon a user's request.



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