MyPlanIQ 401k Investor Thrift and Savings Plan For Employees of Sentinel Transportation, LLC

Thrift and Savings Plan For Employees of Sentinel Transportation, LLC

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TEPLX Templeton Growth Fund Registered Investment Company
WORLD STOCK TGESX Templeton Institutional Fund Registered Investment Company
Foreign Large Value MAIVX Blackrock Intl Value Fund Class I Registered Investment Company
Others
ROOT CASH
US EQUITY
LARGE BLEND FFIDX Fidelity Fund PV 1 Registered Investment Company
LARGE VALUE FEQIX Fidelity Equity Income Fund Registered Investment Company
LARGE GROWTH FCGAX Franklin Growth ADV Class Registered Investment Company
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TEPLX Templeton Growth Fund Registered Investment Company
WORLD STOCK TGESX Templeton Institutional Fund Registered Investment Company
Foreign Large Value MAIVX Blackrock Intl Value Fund Class I Registered Investment Company
WORLD STOCK MAGGX Blackrock Global Growth Fund Class I Registered Investment Company
Others
ROOT CASH
US EQUITY
LARGE BLEND FFIDX Fidelity Fund PV 1 Registered Investment Company
LARGE VALUE FEQIX Fidelity Equity Income Fund Registered Investment Company
LARGE GROWTH FCGAX Franklin Growth ADV Class Registered Investment Company
Mid-Cap Growth JAENX Janus Enterprise Fund Registered Investment Company
LARGE GROWTH JAMRX Janus Research Fund Registered Investment Company
LARGE BLEND CHTVX AIM Charter Fund Institutional Class Registered Investment Company
LARGE VALUE MABAX Blackrock Basic Value Fund Class I Registered Investment Company
LARGE GROWTH MAFGX Blackrock Fundamental Growth Fund Class I Registered Investment Company
LARGE GROWTH FMAGX Fidelity Magellan Fund Registered Investment Company
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth Fund ADV Class Registered Investment Company
MID-CAP VALUE FBSAX Franklin Balance Sheet Investment Fund ADV Class Registered Investment Company
LARGE BLEND MFRFX MFS Research Fund Class A Registered Investment Company
MID-CAP BLEND FLPSX Fidelity Low Priced Stock Fund Registered Investment Company
LARGE GROWTH CSITX AIM Constellation Fund Institutional Registered Investment Company
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 TEPLX Templeton Growth Fund Registered Investment Company 38% 3 60 0 1.1% 1.16%
WORLD STOCK TGESX Templeton Institutional Fund Registered Investment Company 0% 3 60 0 0.85% 0.42%
Foreign Large Value MAIVX Blackrock Intl Value Fund Class I Registered Investment Company 0% 3 60 0 NA 0%
WORLD STOCK MAGGX Blackrock Global Growth Fund Class I Registered Investment Company 0% 3 60 0 NA NA
Others
ROOT CASH 0% 1 60 0 NA 4.14%
US EQUITY
LARGE BLEND FFIDX Fidelity Fund PV 1 Registered Investment Company 100% 3 60 0 0.46% 0.59%
LARGE VALUE FEQIX Fidelity Equity Income Fund Registered Investment Company 98% 3 60 0 0.57% 1.67%
LARGE GROWTH FCGAX Franklin Growth ADV Class Registered Investment Company 92% 3 60 0 0.46% 0.12%
Mid-Cap Growth JAENX Janus Enterprise Fund Registered Investment Company 92% 3 60 0 1.14% 0%
LARGE GROWTH JAMRX Janus Research Fund Registered Investment Company 91% 3 60 0 0.52% 3.12%
LARGE BLEND CHTVX AIM Charter Fund Institutional Class Registered Investment Company 89% 3 60 0 0.92% 0%
LARGE VALUE MABAX Blackrock Basic Value Fund Class I Registered Investment Company 86% 3 60 0 0.54% 4.93%
LARGE GROWTH MAFGX Blackrock Fundamental Growth Fund Class I Registered Investment Company 83% 3 60 0 1.33% 3.35%
LARGE GROWTH FMAGX Fidelity Magellan Fund Registered Investment Company 75% 3 60 0 0.52% 0.34%
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth Fund ADV Class Registered Investment Company 73% 3 60 0 0.85% 0%
MID-CAP VALUE FBSAX Franklin Balance Sheet Investment Fund ADV Class Registered Investment Company 72% 3 60 0 1.15% 1.37%
LARGE BLEND MFRFX MFS Research Fund Class A Registered Investment Company 48% 3 60 0 0.79% 6.2%
MID-CAP BLEND FLPSX Fidelity Low Priced Stock Fund Registered Investment Company 1% 3 60 0 0.92% 1.69%
LARGE GROWTH CSITX AIM Constellation Fund Institutional Registered Investment Company 0% 3 60 0 0.75% 0%
Average Expense Ratio: 0.8%
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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 21 funds. It covers 2 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity and Foreign Equity.


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