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MyPlanIQ 401k Investor ANALYSTS INTERNATIONAL CORPORATION SAVINGS and INVESTMENT PLAN

ANALYSTS INTERNATIONAL CORPORATION SAVINGS and INVESTMENT PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T Rowe Price Ret 2040 Fund
Target Date 2026-2030 TRRCX T Rowe Price Ret 2030 Fund
Target Date 2016-2020 TRRBX T Rowe Price Ret 2020 Fund
INTERNATIONAL EQUITY
WORLD STOCK CWGIX American Capital World Growth Fund
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
Small Growth PSCZX Jennison Small Co Fund
SMALL VALUE CSCZX Columbia Small Cap Value Fund I
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T Rowe Price Ret 2040 Fund
Target Date 2026-2030 TRRCX T Rowe Price Ret 2030 Fund
Target Date 2016-2020 TRRBX T Rowe Price Ret 2020 Fund
Target Date 2000-2010 TRRAX T Rowe Price Ret 2010 Fund
Retirement Income TRRIX T Rowe Price Ret Income Fund
Target Date 2050+ TRRMX T Rowe Price Ret 2050 Fund
ROOT BJBIX Artio International Equity A Fund
INTERNATIONAL EQUITY
WORLD STOCK CWGIX American Capital World Growth Fund
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
Small Growth PSCZX Jennison Small Co Fund
SMALL VALUE CSCZX Columbia Small Cap Value Fund I
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund
LARGE GROWTH RGAFX The Growth Fund of America
Mid-Cap Growth ACDVX AIM Capital Development Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
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
Others
Target Date 2036-2040 TRRDX T Rowe Price Ret 2040 Fund 100% 3 60 0 0.6% 4.71%
Target Date 2026-2030 TRRCX T Rowe Price Ret 2030 Fund 100% 3 60 0 1.08% 5.91%
Target Date 2016-2020 TRRBX T Rowe Price Ret 2020 Fund 100% 3 60 0 0.78% 6.23%
Target Date 2000-2010 TRRAX T Rowe Price Ret 2010 Fund 97% 3 60 0 0.99% 6%
Retirement Income TRRIX T Rowe Price Ret Income Fund 91% 3 60 0 0.34% 5.2%
Target Date 2050+ TRRMX T Rowe Price Ret 2050 Fund 77% 3 60 0 0.63% 4.34%
ROOT BJBIX Artio International Equity A Fund 0% 3 60 0 0.9% 0%
INTERNATIONAL EQUITY
WORLD STOCK CWGIX American Capital World Growth Fund 64% 3 60 0 0.53% 11.09%
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Fund 97% 3 60 0 0.94% 13.8%
Small Growth PSCZX Jennison Small Co Fund 93% 3 60 0 0.82% 7.34%
SMALL VALUE CSCZX Columbia Small Cap Value Fund I 89% 3 60 0 1.24% 13%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund 83% 3 60 0 1.18% 14.16%
LARGE GROWTH RGAFX The Growth Fund of America 75% 3 60 0 0.63% 11.46%
Mid-Cap Growth ACDVX AIM Capital Development Fund 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 96% 3 60 0 0.83% 4.63%
Average Expense Ratio: 0.82%
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Model Portfolios
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 0.4% 6.7% 0.7% 6.1% 4.8% 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:ANLY)
The plan consists of 18 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

 

The symbol of ANALYSTS INTERNATIONAL CORPORATION is ANLY.



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