MyPlanIQ 401k Investor eSilicon 401K

eSilicon 401K

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK IGMIX ING Oppenheimer Global I
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Foreign Large Value IIVIX ING International Value Port I
Others
Aggressive Allocation IUAIX ING Van Kampen Equity & Inc I
Moderate Allocation RLBCX American Funds American Balanced R3
Utilities FRURX Franklin Utilities R
FIXED INCOME
Multisector Bond IOSIX ING Oppenheimer Global Strategic Inc I
Intermediate-Term Bond IPIIX ING Intermediate Bond Port I
US EQUITY
SMALL VALUE IACIX ING Amer Cent Sm-Md Cap Value I
MID-CAP VALUE IJMIX ING JPMorgan Mid Cp Value I
LARGE GROWTH ITGIX ING T. Rowe Price Growth Equity I
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK IGMIX ING Oppenheimer Global I
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Foreign Large Value IIVIX ING International Value Port I
Others
Aggressive Allocation IUAIX ING Van Kampen Equity & Inc I
Moderate Allocation RLBCX American Funds American Balanced R3
Utilities FRURX Franklin Utilities R
ROOT CASH IVMX Money Market
FIXED INCOME
Multisector Bond IOSIX ING Oppenheimer Global Strategic Inc I
Intermediate-Term Bond IPIIX ING Intermediate Bond Port I
US EQUITY
SMALL VALUE IACIX ING Amer Cent Sm-Md Cap Value I
MID-CAP VALUE IJMIX ING JPMorgan Mid Cp Value I
LARGE GROWTH ITGIX ING T. Rowe Price Growth Equity I
LARGE BLEND IPLIX ING Index Plus LargeCap Port I
LARGE VALUE TESRX Mutual Shares R
LARGE VALUE PEQIX Pioneer Equity Income A
Small Growth WUSAX Wanger USA
Mid-Cap Growth WATWX Wanger Select
LARGE GROWTH VPCAX ING Fidelity VIP Contrafund Adv
MID-CAP BLEND AIMAX ING Index Plus MidCap A
Total Available Funds: 19
  • 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
WORLD STOCK IGMIX ING Oppenheimer Global I 85% 3 60 0 1.2% 49.53%
Foreign Large Blend RERCX American Funds EuroPacific Gr R3 56% 3 60 0 0.9% 0.55%
Foreign Large Value IIVIX ING International Value Port I 0% 3 60 0 1% 3.18%
Others
Aggressive Allocation IUAIX ING Van Kampen Equity & Inc I 78% 3 60 0 1.02% 3.32%
Moderate Allocation RLBCX American Funds American Balanced R3 63% 3 60 0 0.31% 1.5%
Utilities FRURX Franklin Utilities R 38% 3 60 0 0.82% 1.91%
ROOT CASH IVMX Money Market 0% 3 60 0 NA 2.61%
FIXED INCOME
Multisector Bond IOSIX ING Oppenheimer Global Strategic Inc I 97% 3 60 0 1.19% 3.05%
Intermediate-Term Bond IPIIX ING Intermediate Bond Port I 75% 3 60 0 0.95% 3.53%
US EQUITY
SMALL VALUE IACIX ING Amer Cent Sm-Md Cap Value I 86% 3 60 0 0.85% 1.75%
MID-CAP VALUE IJMIX ING JPMorgan Mid Cp Value I 85% 3 60 0 1.1% 1.12%
LARGE GROWTH ITGIX ING T. Rowe Price Growth Equity I 84% 3 60 0 1.11% 9.29%
LARGE BLEND IPLIX ING Index Plus LargeCap Port I 79% 3 60 0 1.05% 11.91%
LARGE VALUE TESRX Mutual Shares R 42% 3 60 0 1.25% 8.65%
LARGE VALUE PEQIX Pioneer Equity Income A 28% 3 60 0 0.78% 32.21%
Small Growth WUSAX Wanger USA 24% 3 60 0 0.94% 0%
Mid-Cap Growth WATWX Wanger Select 0% 3 60 0 0.92% 0%
LARGE GROWTH VPCAX ING Fidelity VIP Contrafund Adv 0% 3 60 0 1.45% 22.21%
MID-CAP BLEND AIMAX ING Index Plus MidCap A 0% 3 60 0 0.99% 10.72%
Average Expense Ratio: 0.99%
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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 0.7% 23.3% 8.0% 9.1% 7.1% 6.1%

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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 to Create Model Portfolio

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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 7.6% 11.3% 3.8% 6.7% 6.1% 6.6%

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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:PSH401K)
The plan consists of 19 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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