MyPlanIQ 401k Investor Bigge Crane and Rigging 401K

Bigge Crane and Rigging 401K

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERCX Amer Euro Grwth R3
Foreign Large Value TEFRX Templeton Foreign R Shrs
Others
Moderate Allocation MSFJX MFS Total Return Port
ROOT CASH ING VP Money Market I
US EQUITY
LARGE BLEND SAPYX Legg CBrdge Appreciation
LARGE VALUE ACGMX Invesco VK Growth & Inc A
Mid-Cap Growth FIIMX FID Adv STK Sel Mcap T
FIXED INCOME
Long-Term Bond SIGYX Legg West Asst Crp Bond
Multisector Bond SDSAX Legg West Asst Strat Inc
SHORT GOVERNMENT STABLEVALUE MCM Stable Asset FUnd
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERCX Amer Euro Grwth R3
Foreign Large Value TEFRX Templeton Foreign R Shrs
Others
Moderate Allocation MSFJX MFS Total Return Port
ROOT CASH ING VP Money Market I
US EQUITY
LARGE BLEND SAPYX Legg CBrdge Appreciation
LARGE VALUE ACGMX Invesco VK Growth & Inc A
Mid-Cap Growth FIIMX FID Adv STK Sel Mcap T
LARGE GROWTH SBLYX Legg CBrdge Lrg Cap Grw
LARGE VALUE ACSDX Invesco VK Comstock
LARGE BLEND SBSDX Legg S&P 500 Ind
SMALL BLEND SMCYX Legg CBrdge SCap Value
SMALL BLEND FSCTX Fidelity Adv Small Cap T
SMALL BLEND LRSPX Lord Abbett Sm Cap Val P
LARGE GROWTH RGAGX Amer Growth Fund R3
LARGE BLEND LACIX Legg Cap Mgt All Cap
LARGE GROWTH IMEIX Legg CBrdge Agg Grw
LARGE GROWTH american funds fundamental in Amer Fundamental R3
LARGE GROWTH CSITX Invesco Constellation
FIXED INCOME
Long-Term Bond SIGYX Legg West Asst Crp Bond
Multisector Bond SDSAX Legg West Asst Strat Inc
SHORT GOVERNMENT STABLEVALUE MCM Stable Asset FUnd
High Yield Bond SIHYX Legg Wstrn GLB HiYld Bnd
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 RERCX Amer Euro Grwth R3 55% 3 60 0 0.9% 3.46%
Foreign Large Value TEFRX Templeton Foreign R Shrs 55% 3 60 0 0.85% 0.84%
Others
Moderate Allocation MSFJX MFS Total Return Port 83% 3 60 0 0.39% 2.75%
ROOT CASH ING VP Money Market I 0% 0 60 0 NA 4.14%
US EQUITY
LARGE BLEND SAPYX Legg CBrdge Appreciation 89% 3 60 0 0.93% 0.87%
LARGE VALUE ACGMX Invesco VK Growth & Inc A 81% 3 60 0 0.79% 1.73%
Mid-Cap Growth FIIMX FID Adv STK Sel Mcap T 80% 3 60 0 1.25% 0.4%
LARGE GROWTH SBLYX Legg CBrdge Lrg Cap Grw 78% 3 60 0 0.68% 10.54%
LARGE VALUE ACSDX Invesco VK Comstock 77% 3 60 0 1.55% 1.51%
LARGE BLEND SBSDX Legg S&P 500 Ind 76% 3 60 0 0.34% 1.06%
SMALL BLEND SMCYX Legg CBrdge SCap Value 69% 3 60 0 1.35% 0.95%
SMALL BLEND FSCTX Fidelity Adv Small Cap T 50% 3 60 0 2.15% 5.27%
SMALL BLEND LRSPX Lord Abbett Sm Cap Val P 48% 3 60 0 1.48% 3.39%
LARGE GROWTH RGAGX Amer Growth Fund R3 25% 3 60 0 0.3% 0%
LARGE BLEND LACIX Legg Cap Mgt All Cap 0% 3 60 0 1% 0.78%
LARGE GROWTH IMEIX Legg CBrdge Agg Grw 0% 3 60 0 NA NA
LARGE GROWTH american funds fundamental in Amer Fundamental R3 0% 3 60 0 NA NA
LARGE GROWTH CSITX Invesco Constellation 0% 3 60 0 0.75% 0%
FIXED INCOME
Long-Term Bond SIGYX Legg West Asst Crp Bond 74% 3 60 0 0.89% 5.07%
Multisector Bond SDSAX Legg West Asst Strat Inc 49% 3 60 0 0.54% 7.73%
SHORT GOVERNMENT STABLEVALUE MCM Stable Asset FUnd 16% 3 60 0 NA 27.03%
High Yield Bond SIHYX Legg Wstrn GLB HiYld Bnd 0% 3 60 0 NA NA
Average Expense Ratio: 0.95%
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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 7.7% 24.8% 11.1% 10.2% 6.9% 8.3%

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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 22 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

 

This plan is created upon a user's request.



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