MyPlanIQ 401k Investor ANALYSIS GROUP INC EMPLOYEE SAVINGS PLAN

ANALYSIS GROUP INC EMPLOYEE SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX ODVIX
REAL ESTATE
REAL ESTATE VGSLX VGSLX
INTERNATIONAL EQUITY
Foreign Large Blend FIDKX FIDKX
Foreign Large Blend FSIVX FSIVX
Others
Moderate Allocation OAKBX OAKBX
Target Date 2051 FDEWX FDEWX
Target Date 2046-2050 FIPFX FIPFX
FIXED INCOME
High Yield Bond FAGIX FAGIX
Intermediate-Term Bond DODIX DODIX
Intermediate-Term Bond FSITX FSITX
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX ODVIX
REAL ESTATE
REAL ESTATE VGSLX VGSLX
INTERNATIONAL EQUITY
Foreign Large Blend FIDKX FIDKX
Foreign Large Blend FSIVX FSIVX
Others
Moderate Allocation OAKBX OAKBX
Target Date 2051 FDEWX FDEWX
Target Date 2046-2050 FIPFX FIPFX
Target Date 2041-2045 FIOFX FIOFX
Target Date 2031-2035 FIHFX FIHFX
Target Date 2021-2025 FQIFX FQIFX
Target Date 2011-2015 FLIFX FLIFX
Target Date 2036-2040 FBIFX FBIFX
Target Date 2026-2030 FXIFX FXIFX
Target Date 2000-2010 FJIFX FJIFX
Target Date 2000-2010 FKIFX FKIFX
Target Date 2016-2020 FPIFX FPIFX
Retirement Income FIKFX FIKFX
FIXED INCOME
High Yield Bond FAGIX FAGIX
Intermediate-Term Bond DODIX DODIX
Intermediate-Term Bond FSITX FSITX
US EQUITY
SMALL VALUE NOSGX NOSGX
LARGE VALUE VEIRX VEIRX
MID-CAP VALUE VASVX VASVX
Mid-Cap Growth MPEGX MPEGX
SMALL BLEND FDSCX FDSCX
LARGE GROWTH FCAKX FCAKX
LARGE GROWTH FCNKX FCNKX
MID-CAP BLEND FSEVX FSEVX
LARGE BLEND FXSIX FXSIX
Total Available Funds: 29
  • 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 ODVIX ODVIX 69% 3 60 0 0.84% 0.97%
REAL ESTATE
REAL ESTATE VGSLX VGSLX 51% 3 60 0 0.12% 4.08%
INTERNATIONAL EQUITY
Foreign Large Blend FIDKX FIDKX 72% 3 60 0 0.99% 2.07%
Foreign Large Blend FSIVX FSIVX 0% 3 60 0 0.07% 2.62%
Others
Moderate Allocation OAKBX OAKBX 91% 3 60 0 0.83% 2.3%
Target Date 2051 FDEWX FDEWX 75% 3 60 0 0.12% 1.84%
Target Date 2046-2050 FIPFX FIPFX 54% 3 60 0 0.12% 1.66%
Target Date 2041-2045 FIOFX FIOFX 42% 3 60 0 0.06% 1.67%
Target Date 2031-2035 FIHFX FIHFX 40% 3 60 0 0.12% 1.79%
Target Date 2021-2025 FQIFX FQIFX 38% 3 60 0 0.06% 2.19%
Target Date 2011-2015 FLIFX FLIFX 37% 3 60 0 0.06% 2.49%
Target Date 2036-2040 FBIFX FBIFX 35% 3 60 0 0.12% 1.69%
Target Date 2026-2030 FXIFX FXIFX 34% 3 60 0 0.06% 2.24%
Target Date 2000-2010 FJIFX FJIFX 33% 3 60 0 0.12% 2.89%
Target Date 2000-2010 FKIFX FKIFX 31% 3 60 0 0.06% 2.62%
Target Date 2016-2020 FPIFX FPIFX 22% 3 60 0 0.06% 2.35%
Retirement Income FIKFX FIKFX 17% 3 60 0 0.06% 3.1%
FIXED INCOME
High Yield Bond FAGIX FAGIX 91% 3 60 0 0.93% 4.03%
Intermediate-Term Bond DODIX DODIX 87% 3 60 0 0.33% 3.91%
Intermediate-Term Bond FSITX FSITX 0% 3 60 0 0.11% 0%
US EQUITY
SMALL VALUE NOSGX NOSGX 89% 3 60 0 1% 1.46%
LARGE VALUE VEIRX VEIRX 85% 3 60 0 0.28% 1.95%
MID-CAP VALUE VASVX VASVX 84% 3 60 0 0.43% 1.58%
Mid-Cap Growth MPEGX MPEGX 81% 3 60 0 0.74% 0%
SMALL BLEND FDSCX FDSCX 71% 3 60 0 1.46% 0.22%
LARGE GROWTH FCAKX FCAKX 68% 3 60 0 0.83% 3.45%
LARGE GROWTH FCNKX FCNKX 68% 3 60 0 0.55% 4.38%
MID-CAP BLEND FSEVX FSEVX 0% 3 60 0 0.07% 1.17%
LARGE BLEND FXSIX FXSIX 0% 3 60 0 0.04% 0%
Average Expense Ratio: 0.37%
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Related Retirement Plans
ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN
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 -0.1% 9.0% 2.1% 6.6% 5.1% 7.6%

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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
The plan consists of 29 funds. It covers 5 major asset classes and 25 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.


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