MyPlanIQ 401k Investor Handel Architects 401k

Handel Architects 401k

This Plan is unrated.
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX
REAL ESTATE
REAL ESTATE JIREX JIREX
INTERNATIONAL EQUITY
WORLD STOCK MDISX MDISX
Foreign Large Blend RERFX RERFX
WORLD STOCK TEMWX TEMWX
Others
Moderate Allocation RLBFX RLBFX
Technology JESTX JESTX
Technology PASTX PASTX
FIXED INCOME
SHORT GOVERNMENT VSGBX VSGBX
Multisector Bond RPSIX RPSIX
Multisector Bond JESNX JESNX
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX
REAL ESTATE
REAL ESTATE JIREX JIREX
INTERNATIONAL EQUITY
WORLD STOCK MDISX MDISX
Foreign Large Blend RERFX RERFX
WORLD STOCK TEMWX TEMWX
Foreign Large Value JIVIX JIVIX
Foreign Small/Mid Value JIIMX JIIMX
Others
Moderate Allocation RLBFX RLBFX
Technology JESTX JESTX
Technology PASTX PASTX
FIXED INCOME
SHORT GOVERNMENT VSGBX VSGBX
Multisector Bond RPSIX RPSIX
Multisector Bond JESNX JESNX
High Yield Bond JIHDX JIHDX
Intermediate-Term Bond JIQBX JIQBX
US EQUITY
Mid-Cap Growth TWHIX TWHIX
MID-CAP VALUE FRBSX FRBSX
LARGE VALUE BEGRX BEGRX
LARGE BLEND NYVTX NYVTX
LARGE GROWTH JIBCX JIBCX
LARGE VALUE JIEMX JIEMX
SMALL BLEND JESIX JESIX
LARGE GROWTH JICPX JICPX
LARGE GROWTH SAGYX SAGYX
Small Growth GTSAX GTSAX
LARGE BLEND DIEQX DIEQX
LARGE VALUE UMBIX UMBIX
SMALL BLEND JISVX JISVX
Mid-Cap Growth JIMSX JIMSX
LARGE BLEND JILPX JILPX
MID-CAP VALUE JEVLX JEVLX
LARGE BLEND JEINX JEINX
LARGE BLEND JEACX JEACX
Total Available Funds: 33
  • 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 ODVYX ODVYX 89% 3 60 0 0.84% 0.83%
REAL ESTATE
REAL ESTATE JIREX JIREX 82% 3 60 0 0.88% 12.29%
INTERNATIONAL EQUITY
WORLD STOCK MDISX MDISX 94% 3 60 0 1.45% 1.91%
Foreign Large Blend RERFX RERFX 94% 3 60 0 0.84% 1.86%
WORLD STOCK TEMWX TEMWX 46% 3 60 0 0.81% 0.32%
Foreign Large Value JIVIX JIVIX 0% 3 60 0 0.89% 2.62%
Foreign Small/Mid Value JIIMX JIIMX 0% 3 60 0 1.08% 1.56%
Others
Moderate Allocation RLBFX RLBFX 79% 3 60 0 0.31% 2.64%
Technology JESTX JESTX 58% 3 60 0 1.16% 0%
Technology PASTX PASTX 43% 3 60 0 0.84% 0%
FIXED INCOME
SHORT GOVERNMENT VSGBX VSGBX 95% 3 60 0 0.1% 3.28%
Multisector Bond RPSIX RPSIX 85% 3 60 0 0.62% 4.4%
Multisector Bond JESNX JESNX 81% 3 60 0 0.83% 3.48%
High Yield Bond JIHDX JIHDX 81% 3 60 0 0.86% 6.74%
Intermediate-Term Bond JIQBX JIQBX 0% 3 60 0 0.75% 2.61%
US EQUITY
Mid-Cap Growth TWHIX TWHIX 96% 3 60 0 0.01% 0%
MID-CAP VALUE FRBSX FRBSX 93% 3 60 0 1.15% 1.2%
LARGE VALUE BEGRX BEGRX 93% 3 60 0 0.77% 1.91%
LARGE BLEND NYVTX NYVTX 92% 3 60 0 1.75% 8.07%
LARGE GROWTH JIBCX JIBCX 80% 3 60 0 1.88% 3.77%
LARGE VALUE JIEMX JIEMX 80% 3 60 0 0.72% 1.88%
SMALL BLEND JESIX JESIX 79% 3 60 0 0.6% 2.57%
LARGE GROWTH JICPX JICPX 75% 3 60 0 0.8% 0%
LARGE GROWTH SAGYX SAGYX 71% 3 60 0 1.24% 11%
Small Growth GTSAX GTSAX 53% 3 60 0 0.91% 0%
LARGE BLEND DIEQX DIEQX 20% 3 60 0 1.09% 1.46%
LARGE VALUE UMBIX UMBIX 0% 3 60 0 0.97% 0%
SMALL BLEND JISVX JISVX 0% 3 60 0 1.22% 0.58%
Mid-Cap Growth JIMSX JIMSX 0% 3 60 0 0.91% 0%
LARGE BLEND JILPX JILPX 0% 3 60 0 NA 0%
MID-CAP VALUE JEVLX JEVLX 0% 3 60 0 0.83% 0%
LARGE BLEND JEINX JEINX 0% 3 60 0 0.53% 5.09%
LARGE BLEND JEACX JEACX 0% 3 60 0 0.86% 0%
Average Expense Ratio: 0.89%
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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 2.9% 10.4% 0.9% 5.2% 5.1% 7.4%

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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 33 funds. It covers 5 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, REITs and Emerging Market Equity.



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