MyPlanIQ 401k Investor N-LINK CORPORATION 401K PLAN

N-LINK CORPORATION 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 47
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEAX FA Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS GTDDX Invesco Developing Markets A
DIVERSIFIED EMERGING MKTS FAMKX FA EMERG MARKETS A
China Region TCWAX Templeton China World A
INTERNATIONAL EQUITY
Foreign Small/Mid Blend IEGAX Invesco International Small Company A
Foreign Large Blend FAIDX FA INTL DISCOVERY A
FOREIGN SMALL/MID GROWTH FOPAX FA Intl Small Cap Opp A
Others
Utilities FUGAX FA Utilities A
Health FBTAX FA Biotechnology A
Equity Energy FANAX FA Energy A
Total Available Funds: 47
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEAX FA Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS GTDDX Invesco Developing Markets A
DIVERSIFIED EMERGING MKTS FAMKX FA EMERG MARKETS A
China Region TCWAX Templeton China World A
Latin America Stock MDLTX BlackRock Latin America A
INTERNATIONAL EQUITY
Foreign Small/Mid Blend IEGAX Invesco International Small Company A
Foreign Large Blend FAIDX FA INTL DISCOVERY A
FOREIGN SMALL/MID GROWTH FOPAX FA Intl Small Cap Opp A
Others
Utilities FUGAX FA Utilities A
Health FBTAX FA Biotechnology A
Equity Energy FANAX FA Energy A
Industrials FCLAX FA INDUSTRIALS A
Target Date 2046-2050 FFFLX FA FREEDOM 2050 A
Health FACDX FA Health Care A
Technology FADTX FA Technology A
Consumer Discretionary FCNAX FA Consumer Discret A
Communications FDMAX FA Communications Equipment A
Technology FELAX FA Electronics A
Moderate Allocation FAAIX FA Asset Manager 70% A
Consumer Staples FDAGX FA Consumer Staples A
EQUITY PRECIOUS METALS FGDAX FA GOLD A
Natural Resources FMFAX FA Materials A
Target Date 2041-2045 FFFZX FA FREEDOM 2045 A
Target Date 2031-2035 FATHX FA FREEDOM 2035 A
Target Date 2000-2010 FACFX FA FREEDOM 2010 A
Target Date 2021-2025 FATWX FA FREEDOM 2025 A
Target Date 2011-2015 FFVAX FA FREEDOM 2015 A
Target Date 2000-2010 FFAVX FA FREEDOM 2005 A
Target Date 2026-2030 FAFEX FA FREEDOM 2030 A
Target Date 2036-2040 FAFFX FA FREEDOM 2040 A
Target Date 2016-2020 FDAFX FA FREEDOM 2020 A
Financial BURKX FA Financial Services A
ROOT CASH Fidelity Prime Fund
FIXED INCOME
High Yield Bond FAHCX FA High Income Advantage A
Multisector Bond FSRIX FA Strategic Income A
WORLD BOND TPINX Templeton Global Bond A
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate-Term Bond FEPAX ,FA TOTAL BOND A
SHORT GOVERNMENT STABLEVALUE Fidelity Stable Value Fund
Emerging Markets Bond FMKAX FA Emerging Markets Inc A
US EQUITY
LARGE BLEND PEOPX DREYFUS S&P 500 INDX
Mid-Cap Growth BMEAX BLKRK US OPPS INV A
LARGE VALUE MDDVX BlackRock Equity Dividend A
SMALL BLEND FSCDX FA SMALL CAP A
MID-CAP BLEND FLSAX FA LEV CO STOCK A
LARGE GROWTH FNIAX FA NEW INSIGHTS A
MID-CAP VALUE HRSVX Heartland Select Value
Total Available Funds: 47
  • 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
REAL ESTATE
REAL ESTATE FHEAX FA Real Estate A 90% 1 60 0 1.07% 18.19%
Emerging Market
DIVERSIFIED EMERGING MKTS GTDDX Invesco Developing Markets A 62% 1 60 0 1.15% 1.54%
DIVERSIFIED EMERGING MKTS FAMKX FA EMERG MARKETS A 51% 1 60 0 2.12% 1.3%
China Region TCWAX Templeton China World A 45% 1 60 0 1.6% 0%
Latin America Stock MDLTX BlackRock Latin America A 19% 1 60 0 1.44% 4.37%
INTERNATIONAL EQUITY
Foreign Small/Mid Blend IEGAX Invesco International Small Company A 57% 1 60 0 2.23% 0%
Foreign Large Blend FAIDX FA INTL DISCOVERY A 49% 1 60 0 0.99% 1.62%
FOREIGN SMALL/MID GROWTH FOPAX FA Intl Small Cap Opp A 42% 1 60 0 1.08% 3.58%
Others
Utilities FUGAX FA Utilities A 77% 1 60 0 0.76% 1.21%
Health FBTAX FA Biotechnology A 77% 1 60 0 0.73% 0%
Equity Energy FANAX FA Energy A 76% 1 60 0 1.05% 0%
Industrials FCLAX FA INDUSTRIALS A 74% 1 60 0 1.02% 0%
Target Date 2046-2050 FFFLX FA FREEDOM 2050 A 73% 1 60 0 1% 1.7%
Health FACDX FA Health Care A 73% 1 60 0 1.72% 0%
Technology FADTX FA Technology A 72% 1 60 0 1.21% 0%
Consumer Discretionary FCNAX FA Consumer Discret A 71% 1 60 0 0.62% 0%
Communications FDMAX FA Communications Equipment A 71% 1 60 0 1.4% 0%
Technology FELAX FA Electronics A 70% 1 60 0 1.26% 0%
Moderate Allocation FAAIX FA Asset Manager 70% A 70% 1 60 0 0.97% 5.8%
Consumer Staples FDAGX FA Consumer Staples A 69% 1 60 0 1.01% 1.14%
EQUITY PRECIOUS METALS FGDAX FA GOLD A 68% 1 60 0 0.77% 0.25%
Natural Resources FMFAX FA Materials A 68% 1 60 0 0.76% 4.13%
Target Date 2041-2045 FFFZX FA FREEDOM 2045 A 67% 1 60 0 1.25% 1.8%
Target Date 2031-2035 FATHX FA FREEDOM 2035 A 65% 1 60 0 0.96% 1.77%
Target Date 2000-2010 FACFX FA FREEDOM 2010 A 64% 1 60 0 0.49% 2.97%
Target Date 2021-2025 FATWX FA FREEDOM 2025 A 63% 1 60 0 1.62% 2.94%
Target Date 2011-2015 FFVAX FA FREEDOM 2015 A 63% 1 60 0 1.54% 2.81%
Target Date 2000-2010 FFAVX FA FREEDOM 2005 A 62% 1 60 0 1.47% 3.15%
Target Date 2026-2030 FAFEX FA FREEDOM 2030 A 57% 1 60 0 0.66% 2.05%
Target Date 2036-2040 FAFFX FA FREEDOM 2040 A 57% 1 60 0 1.75% 1.52%
Target Date 2016-2020 FDAFX FA FREEDOM 2020 A 56% 1 60 0 0.51% 2.58%
Financial BURKX FA Financial Services A 55% 1 60 0 1.8% 0%
ROOT CASH Fidelity Prime Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
High Yield Bond FAHCX FA High Income Advantage A 91% 1 60 0 1.19% 3.93%
Multisector Bond FSRIX FA Strategic Income A 84% 1 60 0 0.98% 4.28%
WORLD BOND TPINX Templeton Global Bond A 73% 1 60 0 0.96% 3.86%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 1 60 0 0.8% 4.84%
Intermediate-Term Bond FEPAX ,FA TOTAL BOND A 52% 1 60 0 0.5% 3.02%
SHORT GOVERNMENT STABLEVALUE Fidelity Stable Value Fund 16% 1 60 0 NA 27.03%
Emerging Markets Bond FMKAX FA Emerging Markets Inc A 0% 1 60 0 1.2% 5.37%
US EQUITY
LARGE BLEND PEOPX DREYFUS S&P 500 INDX 72% 1 60 0 0.5% 9.47%
Mid-Cap Growth BMEAX BLKRK US OPPS INV A 61% 1 60 0 0.8% 6.07%
LARGE VALUE MDDVX BlackRock Equity Dividend A 57% 1 60 0 1% 7.02%
SMALL BLEND FSCDX FA SMALL CAP A 51% 1 60 0 2.15% 4.64%
MID-CAP BLEND FLSAX FA LEV CO STOCK A 49% 1 60 0 0.66% 9.93%
LARGE GROWTH FNIAX FA NEW INSIGHTS A 48% 1 60 0 0.7% 6.28%
MID-CAP VALUE HRSVX Heartland Select Value 0% 1 60 0 1.25% 1.01%
Average Expense Ratio: 1.13%
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Related Retirement Plans
N-LINK CORPORATION 401K 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 1.5% 10.1% 4.9% 7.6% 5.9% 5.7%

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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 47 funds. It covers 5 major asset classes and 42 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.


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