MyPlanIQ 401k Investor IGT PROFIT SHARING PLAN

IGT PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 37
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend FDIVX Fidelity Diversified International
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
FIXED INCOME
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
LARGE BLEND PRDGX T. Rowe Price Dividend Growth
LARGE GROWTH FOCPX Fidelity OTC
Total Available Funds: 37
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend FDIVX Fidelity Diversified International
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055
Moderate Allocation FPURX Fidelity Puritan
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
ROOT CASH FRTXX (Money Market)
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
FIXED INCOME
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
LARGE BLEND PRDGX T. Rowe Price Dividend Growth
LARGE GROWTH FOCPX Fidelity OTC
LARGE VALUE MADVX BlackRock Equity Dividend Instl
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value
SMALL BLEND DFSTX DFA US Small Cap I
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
Total Available Funds: 37
  • 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
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z 99% 3 60 0 1.48% 0%
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 1.59%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 100% 3 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 3 60 0 0.78% 11.87%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 100% 3 60 0 0.76% 11.16%
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 100% 3 60 0 0.34% 2.74%
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 3 60 0 0.08% 2.34%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 97% 3 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 97% 3 60 0 0.99% 10.65%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 3 60 0 0.08% 2.93%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 96% 3 60 0 1.05% 11.24%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 3 60 0 0.08% 2.34%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 96% 3 60 0 1.12% 6.6%
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055 93% 3 60 0 1.14% 5.91%
Moderate Allocation FPURX Fidelity Puritan 82% 3 60 0 0.5% 4.31%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv 80% 3 60 0 0.08% 1.85%
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050 78% 3 60 0 0.63% 6.57%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 3 60 0 0.08% 2.02%
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor 72% 3 60 0 0.08% 1.77%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 3 60 0 0.08% 4.48%
ROOT CASH FRTXX (Money Market) 0% 0 60 0 NA 4.14%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 3 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I 90% 3 60 0 0.52% 4.3%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock 100% 3 60 0 0% 0%
LARGE BLEND PRDGX T. Rowe Price Dividend Growth 98% 3 60 0 0.64% 1.09%
LARGE GROWTH FOCPX Fidelity OTC 94% 3 60 0 0.81% 0.06%
LARGE VALUE MADVX BlackRock Equity Dividend Instl 91% 3 60 0 1% 7.21%
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z 89% 3 60 0 1.08% 3.11%
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value 81% 3 60 0 0.83% 7.78%
SMALL BLEND DFSTX DFA US Small Cap I 72% 3 60 0 0.27% 1.12%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 1.69%
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional 0% 3 60 0 0.04% 0%
Average Expense Ratio: 0.53%
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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 -4.0% -5.4% 2.7% 2.5% 7.2% 5.9%

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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:IGT)
The plan consists of 37 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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