MyPlanIQ AKER SOLUTIONS 401K SAVINGS PLAN

AKER SOLUTIONS 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Funds
DIVERSIFIED EMERGING MKTS LZOEX Lazard Funds
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
US EQUITY
LARGE GROWTH FDSVX Fidelity Hastings Street Trust: Fidelity Growth Discovery Fund
LARGE GROWTH MIGFX Massachusetts Investors Growth Stock Fund; Class A Shares
Mid-Cap Growth MGOAX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class A Shares
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Funds
DIVERSIFIED EMERGING MKTS LZOEX Lazard Funds
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
US EQUITY
LARGE GROWTH FDSVX Fidelity Hastings Street Trust: Fidelity Growth Discovery Fund
LARGE GROWTH MIGFX Massachusetts Investors Growth Stock Fund; Class A Shares
Mid-Cap Growth MGOAX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class A Shares
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares
SMALL BLEND ICSCX Advisors' Inner Circle Fund: ICM Small Company Portfolio; Institutional Class Shares
LARGE GROWTH NMGIX Columbia Funds Series Trust: Columbia Marsico Growth Fund; Class A Shares
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares
Total Available Funds: 13
  • 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 LZEMX Lazard Funds 91% 3 60 0 1.07% 3.54%
DIVERSIFIED EMERGING MKTS LZOEX Lazard Funds 61% 3 60 0 1.07% 4.6%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 98% 3 60 0 0.65% 4.01%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 3.64%
US EQUITY
LARGE GROWTH FDSVX Fidelity Hastings Street Trust: Fidelity Growth Discovery Fund 89% 3 60 0 0.68% 2.21%
LARGE GROWTH MIGFX Massachusetts Investors Growth Stock Fund; Class A Shares 49% 3 60 0 0.71% 0%
Mid-Cap Growth MGOAX Munder Series Trust: Munder Mid-Cap Core Growth Fund; Class A Shares 39% 3 60 0 1.57% 6.45%
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares 39% 3 60 0 0.26% 3.46%
SMALL BLEND ICSCX Advisors' Inner Circle Fund: ICM Small Company Portfolio; Institutional Class Shares 0% 3 60 0 0.89% 0%
LARGE GROWTH NMGIX Columbia Funds Series Trust: Columbia Marsico Growth Fund; Class A Shares 0% 3 60 0 1.25% 0%
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares 80% 3 60 0 1.37% 3.39%
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 3.85%
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares 59% 3 60 0 1.37% 4.04%
Average Expense Ratio: 0.97%
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Related Retirement Plans
THE AKER SOLUTIONS 401(K) SAVINGS PLAN
Model Portfolios

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
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