MyPlanIQ I.A.T.S.E. LOCAL 33 SECTION 401K PLAN

I.A.T.S.E. LOCAL 33 SECTION 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
FIXED INCOME
Intermediate-Term Bond VBIIX Vanguard Bond Index Funds: Vanguard Intermediate-Term Bond Index Fund; Investor Shares
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
High Yield Bond FAHDX Fidelity Advisor Series I: Fidelity Advisor High Income Advantage Fund; Class A Shares
US EQUITY
Small Growth RYVPX Royce Fund: Royce Value Plus Fund; Service Class Shares
SMALL VALUE NSVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class Z Shares
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
FIXED INCOME
Intermediate-Term Bond VBIIX Vanguard Bond Index Funds: Vanguard Intermediate-Term Bond Index Fund; Investor Shares
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
High Yield Bond FAHDX Fidelity Advisor Series I: Fidelity Advisor High Income Advantage Fund; Class A Shares
US EQUITY
Small Growth RYVPX Royce Fund: Royce Value Plus Fund; Service Class Shares
SMALL VALUE NSVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class Z Shares
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
MID-CAP VALUE ARVIX Aston Funds: ASTON/River Road Independent Value Fund; Class I Shares
Total Available Funds: 10
  • 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 DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.33%
FIXED INCOME
Intermediate-Term Bond VBIIX Vanguard Bond Index Funds: Vanguard Intermediate-Term Bond Index Fund; Investor Shares 100% 3 60 0 0.07% 3.21%
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares 98% 3 60 0 0.07% 4.24%
High Yield Bond FAHDX Fidelity Advisor Series I: Fidelity Advisor High Income Advantage Fund; Class A Shares 53% 3 60 0 0.75% 3.72%
US EQUITY
Small Growth RYVPX Royce Fund: Royce Value Plus Fund; Service Class Shares 97% 3 60 0 1.24% 0%
SMALL VALUE NSVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class Z Shares 86% 3 60 0 1.27% 7.07%
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares 78% 3 60 0 0.94% 1.65%
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares 46% 3 60 0 1.83% 0%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
MID-CAP VALUE ARVIX Aston Funds: ASTON/River Road Independent Value Fund; Class I Shares 0% 3 60 0 0.75% 3.29%
Average Expense Ratio: 0.77%
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Related Retirement Plans
I.A.T.S.E. LOCAL 33 SECTION 401(K) 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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