MyPlanIQ 401k Investor Ardent Sound Inc Retirement 401K Plan

Ardent Sound Inc Retirement 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 76
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE ASRAX AIM Select Real Estate Income A
Global Real Estate AGREX AIM Global Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS IEMAX Invesco Emerging Markets Equity A
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK AACFX AIM China A
Foreign Large Growth AIIEX AIM International Growth A
EUROPE STOCK ESMAX AIM European Small Company A
COMMODITIES
COMMODITIES BROAD BASKET BRCAX Invesco Balanced Risk Commodity Strat A
Others
EQUITY PRECIOUS METALS IGDAX Invesco Gold & Precious Metals A
Utilities IAUTX AIM Utilities A
Convertibles CNSAX Invesco Convertible Secs A
Total Available Funds: 76
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE ASRAX AIM Select Real Estate Income A
Global Real Estate AGREX AIM Global Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS IEMAX Invesco Emerging Markets Equity A
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK AACFX AIM China A
Foreign Large Growth AIIEX AIM International Growth A
EUROPE STOCK ESMAX AIM European Small Company A
WORLD STOCK AWSAX Invesco Global Core Equity A
WORLD STOCK GTNDX AIM Global Equity A
PACIFIC/ASIA EX-JAPAN STK ASIAX AIM Asia Pacific Growth A
EUROPE STOCK AEDAX AIM European Growth A
DIVERSIFIED PACIFIC/ASIA TGRAX Morgan Stanley Pacific Growth A
Foreign Large Value IBVAX AIM Intl Core Equity A
WORLD STOCK AGAAX AIM Global Small & Mid Cap Growth A
WORLD STOCK AGGAX AIM Global Growth A
Foreign Large Blend AINAX AIM International Allocation A
COMMODITIES
COMMODITIES BROAD BASKET BRCAX Invesco Balanced Risk Commodity Strat A
Others
EQUITY PRECIOUS METALS IGDAX Invesco Gold & Precious Metals A
Utilities IAUTX AIM Utilities A
Convertibles CNSAX Invesco Convertible Secs A
Moderate Allocation ACEIX Van Kampen Equity and Income A
Conservative Allocation ALAAX AIM Income Allocation A
World Allocation ABRZX Invesco Balanced-Risk Allc A
Conservative Allocation CAAMX AIM Moderately Conservative Allc A
Health GGHCX AIM Global Health Care A
Technology ITYAX AIM Technology A
Equity Energy IENAX Invesco Energy A
Consumer Cyclical ILSAX Invesco Leisure A
Retirement Income IANAX Invesco Balanced-Risk Retire Now A
Target Date 2050+ TNEAX Invesco Balanced-Risk Retire 2050 A
Target Date 2036-2040 TNDAX Invesco Balanced-Risk Retire 2040 A
Target Date 2026-2030 TNAAX Invesco Balanced-Risk Retire 2030 A
Target Date 2016-2020 AFTAX Invesco Balanced-Risk Retire 2020 A
Moderate Allocation AMKAX AIM Moderate Allocation A
FIXED INCOME
High Yield Bond AMHYX AIM High Yield A
Bank Loan AFRAX AIM Floating Rate A
Muni National Interm ATFAX AIM Tax-Free Intermediate A3
Bank Loan VSLAX Van Kampen Senior Loan A
High Yield Muni ACTHX Van Kampen High-Yield Municipal A
Intermediate-Term Bond ACCBX Van Kampen Corporate Bond A
Intermediate Government AGOVX AIM US Government A
Muni National Interm VKLMX Van Kampen Interm-Term Muni Inc A
Short-Term Bond STBAX AIM Short Term Bond A
WORLD BOND PIAFX Invesco Premium Income A
Intermediate-Term Bond ACPSX Invesco Core Plus Bond A
SHORT GOVERNMENT LMTAX AIM Limited Maturity Treasury A3
Intermediate Government VKMGX Van Kampen US Mortgage A
Muni National Long VKMMX Van Kampen Municipal Income A
Muni Pennsylvania VKMPX Van Kampen PA Tax-Free Income A
Muni New York Long VNYAX Van Kampen NY Tax-Free Income A
Muni National Long AMBDX AIM Municipal Bond A
High Yield Muni AHMAX AIM High Income Municipal A
Muni California Long CLFAX Morgan Stanley CA Tax-Free Income A
WORLD BOND AUBAX AIM International Total Return A
High Yield Bond HYLAX Morgan Stanley High-Yield Secs A
Emerging Markets Bond IAEMX Invesco Emerging Mkt Lcl Ccy Debt A
US EQUITY
LARGE BLEND CHTRX AIM Charter A
LARGE VALUE LCEAX AIM Diversified Dividend A
LARGE VALUE ACGIX Van Kampen Growth and Income A
LARGE BLEND AADAX AIM Growth Allocation A
LARGE BLEND VADAX Morgan Stanley Equally-Wtd S&P 500 A
LARGE VALUE ACSTX Van Kampen Comstock A
SMALL BLEND SMEAX AIM Small Cap Equity A
LARGE BLEND SPIAX Morgan Stanley S&P 500 Index A
LARGE VALUE VVOAX Van Kampen Value Opportunities A
LARGE BLEND VAFAX Van Kampen American Franchise A
LARGE GROWTH ASMMX AIM Summit A
LARGE BLEND SCAUX AIM Structured Core A
Mid-Cap Growth VGRAX Van Kampen Mid Cap Growth A
MID-CAP VALUE MSAVX Van Kampen American Value A
SMALL BLEND ATIAX AIM Trimark Small Companies A
MID-CAP BLEND GTAGX AIM Mid Cap Core Equity A
MID-CAP BLEND ATDAX AIM Trimark Endeavor A
Mid-Cap Growth IDYAX AIM Dynamics A
LARGE GROWTH CSTGX AIM Constellation A
Mid-Cap Growth ACDAX AIM Capital Development A
LARGE BLEND VLFAX Van Kampen Leaders A
Total Available Funds: 76
  • 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 ASRAX AIM Select Real Estate Income A 59% 1 60 0 0.9% 2.78%
Global Real Estate AGREX AIM Global Real Estate A 53% 1 60 0 1.3% 1.43%
Emerging Market
DIVERSIFIED EMERGING MKTS IEMAX Invesco Emerging Markets Equity A 0% 1 60 0 1.58% 99.48%
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK AACFX AIM China A 53% 1 60 0 1.61% 1.46%
Foreign Large Growth AIIEX AIM International Growth A 51% 1 60 0 1.6% 2.61%
EUROPE STOCK ESMAX AIM European Small Company A 41% 1 60 0 1.24% 4.83%
WORLD STOCK AWSAX Invesco Global Core Equity A 38% 1 60 0 0.98% 1.69%
WORLD STOCK GTNDX AIM Global Equity A 37% 1 60 0 1.01% 8.03%
PACIFIC/ASIA EX-JAPAN STK ASIAX AIM Asia Pacific Growth A 31% 1 60 0 1.46% 0.51%
EUROPE STOCK AEDAX AIM European Growth A 30% 1 60 0 1.3% 3.38%
DIVERSIFIED PACIFIC/ASIA TGRAX Morgan Stanley Pacific Growth A 14% 1 60 0 1.53% 1.76%
Foreign Large Value IBVAX AIM Intl Core Equity A 0% 1 60 0 0.87% 13.74%
WORLD STOCK AGAAX AIM Global Small & Mid Cap Growth A 0% 1 60 0 1.33% 9.66%
WORLD STOCK AGGAX AIM Global Growth A 0% 1 60 0 0.88% 32.35%
Foreign Large Blend AINAX AIM International Allocation A 0% 1 60 0 1.5% 3.22%
COMMODITIES
COMMODITIES BROAD BASKET BRCAX Invesco Balanced Risk Commodity Strat A 47% 1 60 0 1.15% 2.39%
Others
EQUITY PRECIOUS METALS IGDAX Invesco Gold & Precious Metals A 70% 1 60 0 1.49% 7.83%
Utilities IAUTX AIM Utilities A 57% 1 60 0 1.19% 1.12%
Convertibles CNSAX Invesco Convertible Secs A 49% 1 60 0 0.94% 1.69%
Moderate Allocation ACEIX Van Kampen Equity and Income A 49% 1 60 0 1.04% 1.6%
Conservative Allocation ALAAX AIM Income Allocation A 46% 1 60 0 1.6% 3.08%
World Allocation ABRZX Invesco Balanced-Risk Allc A 43% 1 60 0 1.63% 11.79%
Conservative Allocation CAAMX AIM Moderately Conservative Allc A 39% 1 60 0 1.64% 1.93%
Health GGHCX AIM Global Health Care A 36% 1 60 0 1.04% 0%
Technology ITYAX AIM Technology A 35% 1 60 0 1.74% 0%
Equity Energy IENAX Invesco Energy A 25% 1 60 0 0.92% 3.73%
Consumer Cyclical ILSAX Invesco Leisure A 0% 1 60 0 1.33% 13.29%
Retirement Income IANAX Invesco Balanced-Risk Retire Now A 0% 1 60 0 0.84% 2.62%
Target Date 2050+ TNEAX Invesco Balanced-Risk Retire 2050 A 0% 1 60 0 1.23% 4.22%
Target Date 2036-2040 TNDAX Invesco Balanced-Risk Retire 2040 A 0% 1 60 0 1.18% 3.17%
Target Date 2026-2030 TNAAX Invesco Balanced-Risk Retire 2030 A 0% 1 60 0 1.12% 4.07%
Target Date 2016-2020 AFTAX Invesco Balanced-Risk Retire 2020 A 0% 1 60 0 0.86% 1.06%
Moderate Allocation AMKAX AIM Moderate Allocation A 0% 1 60 0 1% 11.03%
FIXED INCOME
High Yield Bond AMHYX AIM High Yield A 61% 1 60 0 0.64% 4.48%
Bank Loan AFRAX AIM Floating Rate A 60% 1 60 0 1.56% 5.1%
Muni National Interm ATFAX AIM Tax-Free Intermediate A3 60% 1 60 0 0.58% 2.27%
Bank Loan VSLAX Van Kampen Senior Loan A 57% 1 60 0 1.65% 5.26%
High Yield Muni ACTHX Van Kampen High-Yield Municipal A 51% 1 60 0 0.73% 3.09%
Intermediate-Term Bond ACCBX Van Kampen Corporate Bond A 45% 1 60 0 0.72% 2.99%
Intermediate Government AGOVX AIM US Government A 44% 1 60 0 0.54% 3.26%
Muni National Interm VKLMX Van Kampen Interm-Term Muni Inc A 42% 1 60 0 0.79% 2%
Short-Term Bond STBAX AIM Short Term Bond A 37% 1 60 0 0.62% 3.34%
WORLD BOND PIAFX Invesco Premium Income A 36% 1 60 0 0.56% 3.98%
Intermediate-Term Bond ACPSX Invesco Core Plus Bond A 31% 1 60 0 1.01% 3.14%
SHORT GOVERNMENT LMTAX AIM Limited Maturity Treasury A3 28% 1 60 0 0.55% 2.35%
Intermediate Government VKMGX Van Kampen US Mortgage A 23% 1 60 0 0.61% 2.71%
Muni National Long VKMMX Van Kampen Municipal Income A 20% 1 60 0 0.81% 2.48%
Muni Pennsylvania VKMPX Van Kampen PA Tax-Free Income A 0% 1 60 0 1.32% 3.55%
Muni New York Long VNYAX Van Kampen NY Tax-Free Income A 0% 1 60 0 1.21% 3.17%
Muni National Long AMBDX AIM Municipal Bond A 0% 1 60 0 0.85% 3.32%
High Yield Muni AHMAX AIM High Income Municipal A 0% 1 60 0 NA 4.88%
Muni California Long CLFAX Morgan Stanley CA Tax-Free Income A 0% 1 60 0 1.02% 3.09%
WORLD BOND AUBAX AIM International Total Return A 0% 1 60 0 0.32% 100.53%
High Yield Bond HYLAX Morgan Stanley High-Yield Secs A 0% 1 60 0 1.68% 5.63%
Emerging Markets Bond IAEMX Invesco Emerging Mkt Lcl Ccy Debt A 0% 1 60 0 1.24% 4.48%
US EQUITY
LARGE BLEND CHTRX AIM Charter A 57% 1 60 0 0.92% 0.59%
LARGE VALUE LCEAX AIM Diversified Dividend A 56% 1 60 0 0.73% 11.25%
LARGE VALUE ACGIX Van Kampen Growth and Income A 54% 1 60 0 0.53% 0.95%
LARGE BLEND AADAX AIM Growth Allocation A 52% 1 60 0 1.18% 2.59%
LARGE BLEND VADAX Morgan Stanley Equally-Wtd S&P 500 A 51% 1 60 0 0.78% 8.84%
LARGE VALUE ACSTX Van Kampen Comstock A 48% 1 60 0 1.55% 1.37%
SMALL BLEND SMEAX AIM Small Cap Equity A 40% 1 60 0 1.01% 0%
LARGE BLEND SPIAX Morgan Stanley S&P 500 Index A 35% 1 60 0 0.54% 0.89%
LARGE VALUE VVOAX Van Kampen Value Opportunities A 35% 1 60 0 0.97% 0.46%
LARGE BLEND VAFAX Van Kampen American Franchise A 33% 1 60 0 0.69% 0%
LARGE GROWTH ASMMX AIM Summit A 30% 1 60 0 0.89% 0%
LARGE BLEND SCAUX AIM Structured Core A 28% 1 60 0 1.08% 4.6%
Mid-Cap Growth VGRAX Van Kampen Mid Cap Growth A 0% 1 60 0 1.16% 21.51%
MID-CAP VALUE MSAVX Van Kampen American Value A 0% 1 60 0 0.86% 22.52%
SMALL BLEND ATIAX AIM Trimark Small Companies A 0% 1 60 0 1.28% 40.18%
MID-CAP BLEND GTAGX AIM Mid Cap Core Equity A 0% 1 60 0 1.23% 21.75%
MID-CAP BLEND ATDAX AIM Trimark Endeavor A 0% 1 60 0 1.4% 8.93%
Mid-Cap Growth IDYAX AIM Dynamics A 0% 1 60 0 1.11% 1.05%
LARGE GROWTH CSTGX AIM Constellation A 0% 1 60 0 1.29% 0%
Mid-Cap Growth ACDAX AIM Capital Development A 0% 1 60 0 1.75% 38.7%
LARGE BLEND VLFAX Van Kampen Leaders A 0% 1 60 0 1.26% 0.94%
Average Expense Ratio: 1.1%
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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 1.9% 11.3% 2.0% 5.0% 2.8% 3.3%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -1.4% -3.1% -2.3% 1.0% 2.1% 4.4%

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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(Ticker:)
The plan consists of 76 funds. It covers 5 major asset classes and 46 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity and REITs.

This plan is created upon a user's request.



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