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MyPlanIQ 401k Investor HANDY NETWORKS LLC 401K PLAN

HANDY NETWORKS LLC 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
Others
World Allocation MDLOX BlackRock Global Allocation Inv A
Moderate Allocation MTRRX MFS Total Return R2
Equity Energy IENAX Invesco Energy A
INTERNATIONAL EQUITY
WORLD STOCK TEDRX Mutual Global Discovery R
Foreign Large Growth AIIEX Invesco International Growth A
Foreign Large Growth JIGRX Janus Overseas S
US EQUITY
MID-CAP BLEND IJH SSgA S&P MidCap Index Non-Lending Series Fund -C lass J
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
MID-CAP BLEND RSVAX RS Value A
Total Available Funds: 30
Asset Class Ticker Description Rating
Others
World Allocation MDLOX BlackRock Global Allocation Inv A
Moderate Allocation MTRRX MFS Total Return R2
Equity Energy IENAX Invesco Energy A
ROOT CASH Money Market
INTERNATIONAL EQUITY
WORLD STOCK TEDRX Mutual Global Discovery R
Foreign Large Growth AIIEX Invesco International Growth A
Foreign Large Growth JIGRX Janus Overseas S
Foreign Large Growth JVIAX Virtus Foreign Opportunities A
US EQUITY
MID-CAP BLEND IJH SSgA S&P MidCap Index Non-Lending Series Fund -C lass J
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
MID-CAP BLEND RSVAX RS Value A
LARGE BLEND SVSPX SSgA S&P500 Index Securities Lending Series Fund
Mid-Cap Growth ATHAX American Century Heritage A
MID-CAP VALUE VETAX Victory Established Value A
SMALL VALUE VSCAX Invesco Van Kampen SmallCapValue A
LARGE VALUE AUIAX AllianceBern Equity Income A
SMALL VALUE SSGSX Victory Small Company Opportunity A
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A
LARGE VALUE MVRRX MFS Value R2
SMALL BLEND NEFJX Natixis Vaughan Nelson Small Cap Value A
SMALL BLEND FSCTX Fidelity Advisor Small Cap T
LARGE BLEND SRVEX Victory Diversified Stock A
LARGE GROWTH CSIEX Calvert Equity A
LARGE GROWTH JENRX Jensen Quality Growth R
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A
LARGE BLEND FRDPX Franklin Rising Dividends A
SMALL BLEND SESPX SSgA Russell Small Cap Index Securities Lending Series Fund - C lass VIII
REAL ESTATE
REAL ESTATE IARAX Invesco Real Estate A
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
Multisector Bond KSTAX DWS Unconstrained Income A
Total Available Funds: 30
  • 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
World Allocation MDLOX BlackRock Global Allocation Inv A 74% 3 60 0 0.84% 9.33%
Moderate Allocation MTRRX MFS Total Return R2 43% 3 60 0 0.39% 8.68%
Equity Energy IENAX Invesco Energy A 25% 3 60 0 0.92% 2.43%
ROOT CASH Money Market 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK TEDRX Mutual Global Discovery R 56% 3 60 0 1.45% 10.83%
Foreign Large Growth AIIEX Invesco International Growth A 51% 3 60 0 1.6% 16.06%
Foreign Large Growth JIGRX Janus Overseas S 28% 3 60 0 2.06% 1.08%
Foreign Large Growth JVIAX Virtus Foreign Opportunities A 0% 3 60 0 2.05% 22.6%
US EQUITY
MID-CAP BLEND IJH SSgA S&P MidCap Index Non-Lending Series Fund -C lass J 95% 3 60 0 0.05% 1.47%
LARGE GROWTH ALARX Alger Capital Appreciation Instl I 94% 3 60 0 1.68% 8.27%
MID-CAP BLEND RSVAX RS Value A 92% 3 60 0 1.3% 8.57%
LARGE BLEND SVSPX SSgA S&P500 Index Securities Lending Series Fund 75% 3 60 0 0.16% 8.93%
Mid-Cap Growth ATHAX American Century Heritage A 64% 3 60 0 0.01% 22.79%
MID-CAP VALUE VETAX Victory Established Value A 63% 3 60 0 1.65% 4.86%
SMALL VALUE VSCAX Invesco Van Kampen SmallCapValue A 62% 3 60 0 0.87% 10.52%
LARGE VALUE AUIAX AllianceBern Equity Income A 59% 3 60 0 1.1% 8.62%
SMALL VALUE SSGSX Victory Small Company Opportunity A 57% 3 60 0 0.85% 5.78%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A 56% 3 60 0 0.89% 4.5%
LARGE VALUE MVRRX MFS Value R2 53% 3 60 0 0.8% 8.8%
SMALL BLEND NEFJX Natixis Vaughan Nelson Small Cap Value A 53% 3 60 0 1% 6.55%
SMALL BLEND FSCTX Fidelity Advisor Small Cap T 50% 3 60 0 2.15% 2.57%
LARGE BLEND SRVEX Victory Diversified Stock A 50% 3 60 0 0.78% 12.7%
LARGE GROWTH CSIEX Calvert Equity A 50% 3 60 0 0.59% 19.34%
LARGE GROWTH JENRX Jensen Quality Growth R 40% 3 60 0 0.61% 28.8%
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A 39% 3 60 0 1.57% 21.88%
LARGE BLEND FRDPX Franklin Rising Dividends A 26% 3 60 0 0.59% 10.05%
SMALL BLEND SESPX SSgA Russell Small Cap Index Securities Lending Series Fund - C lass VIII 0% 3 60 0 0.75% 0.36%
REAL ESTATE
REAL ESTATE IARAX Invesco Real Estate A 45% 3 60 0 1.16% 5.14%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.32%
Multisector Bond KSTAX DWS Unconstrained Income A 0% 3 60 0 1.13% 4.25%
Average Expense Ratio: 1.03%
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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 for Portfolio Details or Follow 3.7% 15.0% 1.4% 6.2% 4.8% 8.3%

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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 3.3% 13.5% 1.8% 8.3% 5.7% 7.3%

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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 31 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, REITs and Fixed Income.


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