MyPlanIQ 401k Investor MIRATEK CORP 401K PLAN

MIRATEK CORP 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVRX Thornburg International Value R3
FOREIGN SMALL/MID GROWTH MIDAX MFS International New Discovery A
WORLD STOCK TEDIX Mutual Global Discovery A
Others
Aggressive Allocation FGTIX Franklin Templeton Growth Allocation A
Conservative Allocation FTCIX Franklin Templeton Cnsrv Allocation A
Moderate Allocation FMTIX Franklin Templeton Moderate Allc A
US EQUITY
Small Growth PGOFX Pioneer Growth Opportunities A
LARGE GROWTH RAFCX American Funds AMCAP R3
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVRX Thornburg International Value R3
FOREIGN SMALL/MID GROWTH MIDAX MFS International New Discovery A
WORLD STOCK TEDIX Mutual Global Discovery A
EUROPE STOCK MDEFX BlackRock EuroFund Inv A
Others
Aggressive Allocation FGTIX Franklin Templeton Growth Allocation A
Conservative Allocation FTCIX Franklin Templeton Cnsrv Allocation A
Moderate Allocation FMTIX Franklin Templeton Moderate Allc A
Moderate Allocation RIDCX American Funds Inc Fund of Amer R3
US EQUITY
Small Growth PGOFX Pioneer Growth Opportunities A
LARGE GROWTH RAFCX American Funds AMCAP R3
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
MID-CAP BLEND GTAGX Invesco Mid Cap Core Equity A
FIXED INCOME
Multisector Bond PSRAX Pioneer Strategic Income A
Inflation-Protected Bond PRTNX PIMCO Real Return A
Intermediate Government CIGAX BlackRock US Government Bond Inv A
Total Available Funds: 15
  • 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 Large Growth TGVRX Thornburg International Value R3 63% 3 60 0 1.36% 2.02%
FOREIGN SMALL/MID GROWTH MIDAX MFS International New Discovery A 60% 3 60 0 2.03% 3.96%
WORLD STOCK TEDIX Mutual Global Discovery A 58% 3 60 0 1.45% 7.31%
EUROPE STOCK MDEFX BlackRock EuroFund Inv A 36% 3 60 0 0.99% 1.16%
Others
Aggressive Allocation FGTIX Franklin Templeton Growth Allocation A 72% 3 60 0 0.89% 3.78%
Conservative Allocation FTCIX Franklin Templeton Cnsrv Allocation A 64% 3 60 0 0.61% 2.4%
Moderate Allocation FMTIX Franklin Templeton Moderate Allc A 62% 3 60 0 0.6% 2.76%
Moderate Allocation RIDCX American Funds Inc Fund of Amer R3 35% 3 60 0 0.69% 2.79%
US EQUITY
Small Growth PGOFX Pioneer Growth Opportunities A 45% 3 60 0 1.41% 0%
LARGE GROWTH RAFCX American Funds AMCAP R3 40% 3 60 0 0.49% 3.19%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 7.73%
MID-CAP BLEND GTAGX Invesco Mid Cap Core Equity A 0% 3 60 0 1.23% 21.75%
FIXED INCOME
Multisector Bond PSRAX Pioneer Strategic Income A 66% 3 60 0 0.59% 3.89%
Inflation-Protected Bond PRTNX PIMCO Real Return A 59% 3 60 0 1.37% 3.34%
Intermediate Government CIGAX BlackRock US Government Bond Inv A 49% 3 60 0 0.61% 3.29%
Average Expense Ratio: 0.97%
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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 4.8% 12.0% 2.3% 5.6% 4.3% 6.2%

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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 15 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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