MyPlanIQ 401k Investor Centurion 401K Plan John Hancock

Centurion 401K Plan John Hancock

Investment Menu Rating:

Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE JIREX JHFunds2 Real Estate Secs 1
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK RSLFX American Funds SMALLCAP World R5
Foreign Large Value DFIVX DFA Intl Value I
Others
Moderate Allocation JILBX JHancock2 Lifestyle Balanced 1
Conservative Allocation JILCX JHancock2 Lifestyle Conservative 1
Conservative Allocation JILMX JHancock2 Lifestyle Moderate 1
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
High Yield Bond JIHLX JHFunds2 US High Yield Bd 1
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE JIREX JHFunds2 Real Estate Secs 1
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK RSLFX American Funds SMALLCAP World R5
Foreign Large Value DFIVX DFA Intl Value I
Others
Moderate Allocation JILBX JHancock2 Lifestyle Balanced 1
Conservative Allocation JILCX JHancock2 Lifestyle Conservative 1
Conservative Allocation JILMX JHancock2 Lifestyle Moderate 1
ROOT CASH JHMXY (Money Market)
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
High Yield Bond JIHLX JHFunds2 US High Yield Bd 1
US EQUITY
Small Growth JESGX JHT Small Cap Growth Trust Ser I
LARGE BLEND JILGX JHancock2 Lifestyle Growth 1
LARGE BLEND JILAX JHancock2 Lifestyle Aggressive 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 GROWTH RGAFX American Funds Growth Fund of Amer R5
Mid-Cap Growth PEEAX Jennison Mid Cap Growth A
LARGE VALUE PAFDX T. Rowe Price Equity Income Adv
LARGE GROWTH FNITX Fidelity Advisor New Insights T
MID-CAP VALUE RMCVX Columbia Mid Cap Value Opportunity R4
SMALL BLEND JISVX JHFunds2 Small Company Value 1
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
REAL ESTATE
REAL ESTATE JIREX JHFunds2 Real Estate Secs 1 82% 1 60 0 0.88% 2.51%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 1 60 0 0.84% 3.91%
WORLD STOCK RSLFX American Funds SMALLCAP World R5 88% 1 60 0 0.66% 1%
Foreign Large Value DFIVX DFA Intl Value I 80% 1 60 0 0.52% 4.55%
Others
Moderate Allocation JILBX JHancock2 Lifestyle Balanced 1 80% 1 60 0 1.18% 2.78%
Conservative Allocation JILCX JHancock2 Lifestyle Conservative 1 79% 1 60 0 1.33% 4%
Conservative Allocation JILMX JHancock2 Lifestyle Moderate 1 78% 1 60 0 0.92% 3.43%
ROOT CASH JHMXY (Money Market) 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 1 60 0 0.8% 3.74%
High Yield Bond JIHLX JHFunds2 US High Yield Bd 1 0% 1 60 0 0.86% 1.1%
US EQUITY
Small Growth JESGX JHT Small Cap Growth Trust Ser I 85% 1 60 0 1.16% 0%
LARGE BLEND JILGX JHancock2 Lifestyle Growth 1 85% 1 60 0 0.97% 6.44%
LARGE BLEND JILAX JHancock2 Lifestyle Aggressive 1 82% 1 60 0 1.29% 6.5%
MID-CAP BLEND JECIX JHT Mid Cap Index Trust Ser I 80% 1 60 0 0.54% 6.56%
LARGE BLEND JETSX JHT Total Stock Market Index Tr Ser I 79% 1 60 0 0.57% 7.26%
SMALL BLEND JESIX JHT Small Cap Index Trust Ser I 79% 1 60 0 0.6% 2.84%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5 75% 1 60 0 0.63% 8.75%
Mid-Cap Growth PEEAX Jennison Mid Cap Growth A 55% 1 60 0 1.08% 4.65%
LARGE VALUE PAFDX T. Rowe Price Equity Income Adv 51% 1 60 0 1.23% 6.2%
LARGE GROWTH FNITX Fidelity Advisor New Insights T 47% 1 60 0 0.7% 6.57%
MID-CAP VALUE RMCVX Columbia Mid Cap Value Opportunity R4 0% 1 60 0 1.06% 9.29%
SMALL BLEND JISVX JHFunds2 Small Company Value 1 0% 1 60 0 1.22% 0%
Average Expense Ratio: 0.91%
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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 4.8% 15.8% 5.1% 7.7% 6.4% 8.4%

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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 23 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and REITs.

This plan is created based on a user's info.



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