MyPlanIQ 401k Investor Pacific Dental Services Inc 401K Retirement Plan

Pacific Dental Services Inc 401K Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE OREAX Oppenheimer Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS RNWCX American Funds New World R3
INTERNATIONAL EQUITY
Foreign Large Blend NOINX Northern International Equity Index
Foreign Large Blend BREAX BlackRock International Opp A
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Others
Conservative Allocation EXDAX Manning & Napier Pro-Blend Cnsrv Term S
Moderate Allocation OAKBX Oakmark Equity & Income I
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 Adv
US EQUITY
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
MID-CAP BLEND NOMIX Northern Mid Cap Index
SMALL BLEND NSIDX Northern Small Cap Index
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE OREAX Oppenheimer Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS RNWCX American Funds New World R3
INTERNATIONAL EQUITY
Foreign Large Blend NOINX Northern International Equity Index
Foreign Large Blend BREAX BlackRock International Opp A
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Foreign Large Growth MOUAX MassMutual Premier Focused Int A
Others
Conservative Allocation EXDAX Manning & Napier Pro-Blend Cnsrv Term S
Moderate Allocation OAKBX Oakmark Equity & Income I
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 Adv
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Adv
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 Adv
Target Date 2050+ PARFX T. Rowe Price Retirement 2050 Adv
Health SHSAX BlackRock Health Sciences Ops Inv A
Retirement Income PARIX T. Rowe Price Retirement Income Adv
US EQUITY
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
MID-CAP BLEND NOMIX Northern Mid Cap Index
SMALL BLEND NSIDX Northern Small Cap Index
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A
Mid-Cap Growth PEEAX Jennison Mid Cap Growth A
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
LARGE BLEND MIEAX MassMutual Select Indexed Equity A
Small Growth VASCX Van Kampen Small Cap Growth A
FIXED INCOME
Intermediate-Term Bond VBMFX SAGIC Core Bond
Intermediate-Term Bond PTTAX PIMCO Total Return A
High Yield Bond MPHAX MassMutual Premier High Yield A
Total Available Funds: 27
  • 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 OREAX Oppenheimer Real Estate A 0% 3 60 0 1.34% 1.9%
Emerging Market
DIVERSIFIED EMERGING MKTS RNWCX American Funds New World R3 52% 3 60 0 1.03% 2.35%
INTERNATIONAL EQUITY
Foreign Large Blend NOINX Northern International Equity Index 82% 3 60 0 0.1% 3.29%
Foreign Large Blend BREAX BlackRock International Opp A 60% 3 60 0 0.9% 1.68%
Foreign Large Blend RERCX American Funds EuroPacific Gr R3 55% 3 60 0 0.9% 3.46%
Foreign Large Growth MOUAX MassMutual Premier Focused Int A 0% 3 60 0 1.57% 0.91%
Others
Conservative Allocation EXDAX Manning & Napier Pro-Blend Cnsrv Term S 98% 3 60 0 0.1% 3.02%
Moderate Allocation OAKBX Oakmark Equity & Income I 91% 3 60 0 0.83% 2.3%
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 Adv 69% 3 60 0 0.99% 10.4%
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Adv 67% 3 60 0 0.6% 7.41%
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv 67% 3 60 0 1.08% 10.35%
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 Adv 62% 3 60 0 0.78% 11.7%
Target Date 2050+ PARFX T. Rowe Price Retirement 2050 Adv 53% 3 60 0 0.63% 6.43%
Health SHSAX BlackRock Health Sciences Ops Inv A 48% 3 60 0 1.45% 3.91%
Retirement Income PARIX T. Rowe Price Retirement Income Adv 45% 3 60 0 0.49% 9.3%
US EQUITY
MID-CAP VALUE JMVAX Perkins Mid Cap Value I 91% 3 60 0 0.91% 1.13%
MID-CAP BLEND NOMIX Northern Mid Cap Index 79% 3 60 0 0.1% 1.55%
SMALL BLEND NSIDX Northern Small Cap Index 78% 3 60 0 0.1% 0%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A 56% 3 60 0 0.89% 16.12%
Mid-Cap Growth PEEAX Jennison Mid Cap Growth A 55% 3 60 0 1.08% 4.35%
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A 48% 3 60 0 1.27% 2.98%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 0%
LARGE BLEND MIEAX MassMutual Select Indexed Equity A 34% 3 60 0 0.62% 7.27%
Small Growth VASCX Van Kampen Small Cap Growth A 0% 3 60 0 1.33% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX SAGIC Core Bond 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.84%
High Yield Bond MPHAX MassMutual Premier High Yield A 34% 3 60 0 0.65% 1.9%
Average Expense Ratio: 0.78%
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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 3.6% 8.1% 4.1% 4.6% 5.3% 5.5%

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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 27 funds. It covers 5 major asset classes and 24 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.

This plan is created upon a user's request.



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