MyPlanIQ 401k Investor Norwalk Radiology Center 401K

Norwalk Radiology Center 401K

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open
REAL ESTATE
Global Real Estate PURAX Dryden Global Real Estate A
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value I
WORLD STOCK RWIGX American Funds Capital World G/I R6
Others
Moderate Allocation DODBX Dodge & Cox Balanced
Utilities PRUAX Jennison Utility A
Moderate Allocation OARBX Oakmark Equity & Income II
US EQUITY
LARGE GROWTH JARTX Janus Forty S
SMALL BLEND FSCDX Fidelity Advisor Small Cap A
MID-CAP BLEND FLSAX Fidelity Advisor Leveraged Co Stk A
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open
REAL ESTATE
Global Real Estate PURAX Dryden Global Real Estate A
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value I
WORLD STOCK RWIGX American Funds Capital World G/I R6
Others
Moderate Allocation DODBX Dodge & Cox Balanced
Utilities PRUAX Jennison Utility A
Moderate Allocation OARBX Oakmark Equity & Income II
US EQUITY
LARGE GROWTH JARTX Janus Forty S
SMALL BLEND FSCDX Fidelity Advisor Small Cap A
MID-CAP BLEND FLSAX Fidelity Advisor Leveraged Co Stk A
LARGE VALUE CVFCX Pioneer Cullen Value A
LARGE VALUE JIVAX JPMorgan Intrepid Value A
SMALL BLEND RSPFX RS Partners A
Small Growth FKASX Federated Kaufmann Small Cap A
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
MID-CAP BLEND QVSCX Oppenheimer Small & Mid Cap Value A
LARGE GROWTH PTWAX Jennison 20/20 Focus A
SMALL BLEND SMVAX Wells Fargo Advantage Small Cap Value A
FIXED INCOME
WORLD BOND OIBAX Oppenheimer International Bond A
Intermediate-Term Bond PTTAX PIMCO Total Return A
High Yield Bond CPHYX Principal High Yield A
Intermediate Government RGVGX American Funds US Government Sec R6
Short-Term Bond WLTYX Ivy Limited-Term Bond Y
Total Available Funds: 23
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open 61% 3 60 0 1.07% 3.72%
REAL ESTATE
Global Real Estate PURAX Dryden Global Real Estate A 57% 3 60 0 1.31% 2.21%
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value I 94% 3 60 0 1.36% 2.47%
WORLD STOCK RWIGX American Funds Capital World G/I R6 33% 3 60 0 0.53% 4.13%
Others
Moderate Allocation DODBX Dodge & Cox Balanced 93% 3 60 0 0.42% 5.83%
Utilities PRUAX Jennison Utility A 33% 3 60 0 0.83% 9.17%
Moderate Allocation OARBX Oakmark Equity & Income II 0% 3 60 0 0.99% 16.16%
US EQUITY
LARGE GROWTH JARTX Janus Forty S 62% 3 60 0 1.64% 10.03%
SMALL BLEND FSCDX Fidelity Advisor Small Cap A 51% 3 60 0 2.15% 1.57%
MID-CAP BLEND FLSAX Fidelity Advisor Leveraged Co Stk A 49% 3 60 0 0.66% 13.81%
LARGE VALUE CVFCX Pioneer Cullen Value A 46% 3 60 0 0.45% 2.28%
LARGE VALUE JIVAX JPMorgan Intrepid Value A 42% 3 60 0 0.44% 7.72%
SMALL BLEND RSPFX RS Partners A 40% 3 60 0 1.12% 6.19%
Small Growth FKASX Federated Kaufmann Small Cap A 39% 3 60 0 1.36% 0.16%
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6 25% 3 60 0 0.3% 8.72%
MID-CAP BLEND QVSCX Oppenheimer Small & Mid Cap Value A 0% 3 60 0 1.16% 13.38%
LARGE GROWTH PTWAX Jennison 20/20 Focus A 0% 3 60 0 1.2% 39.11%
SMALL BLEND SMVAX Wells Fargo Advantage Small Cap Value A 0% 3 60 0 1.28% 36.67%
FIXED INCOME
WORLD BOND OIBAX Oppenheimer International Bond A 70% 3 60 0 0.71% 4.93%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 3.73%
High Yield Bond CPHYX Principal High Yield A 65% 3 60 0 0.52% 6.19%
Intermediate Government RGVGX American Funds US Government Sec R6 15% 3 60 0 0.24% 4.28%
Short-Term Bond WLTYX Ivy Limited-Term Bond Y 0% 3 60 0 1.03% 2.58%
Average Expense Ratio: 0.94%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 4.3% 11.2% 1.3% 2.8% 2.7% 5.2%

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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 24 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs, Foreign Equity and Emerging Market Equity.

This plan is created upon a user's request.



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