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MyPlanIQ HUDSON ADVISORS L.L.C. 401K PLAN

HUDSON ADVISORS L.L.C. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American New World Fund R6 (RNWGX)American Funds - New World Fund (Class R6)
Others
World Allocation IVAEX Ivy Asset Strategy Fund (Class I)
Target Date 2026-2030 JSMIX JP Morgan SmartRet 2030 Inst (JSMIX)JPMorgan SmartRetirement 2030 Fund (Institutional Class)
Target Date 2016-2020 JTTIX JP Morgan SmartRet 2020 Inst (JTTIX)JPMorgan SmartRetirement 2020 Fund (Institutional Class)
INTERNATIONAL EQUITY
Foreign Large Blend ARTKX Artisan International Value Fund (Investor Shares)
Foreign Large Value MINHX MFS International Value R4 (MINHX)MFS International Value Fund (Class R4)
US EQUITY
LARGE BLEND DGAGX Dreyfus Appreciation Fund (DGAGX)
MID-CAP VALUE FLMVX JP Morgan Mid Cap Value Inst (FLMVX)JPMorgan Mid Cap Value Fund (Institutional Class)
SMALL VALUE DEVIX Delaware Small Cap Value Fund (Institutional Shares)
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American New World Fund R6 (RNWGX)American Funds - New World Fund (Class R6)
Others
World Allocation IVAEX Ivy Asset Strategy Fund (Class I)
Target Date 2026-2030 JSMIX JP Morgan SmartRet 2030 Inst (JSMIX)JPMorgan SmartRetirement 2030 Fund (Institutional Class)
Target Date 2016-2020 JTTIX JP Morgan SmartRet 2020 Inst (JTTIX)JPMorgan SmartRetirement 2020 Fund (Institutional Class)
Moderate Allocation OARBX Oakmark Equity and Income Fund (Class II)
Target Date 2011-2015 JSFIX JPMorgan SmartRetirement 2015 Fund (Institutional Class)
INTERNATIONAL EQUITY
Foreign Large Blend ARTKX Artisan International Value Fund (Investor Shares)
Foreign Large Value MINHX MFS International Value R4 (MINHX)MFS International Value Fund (Class R4)
US EQUITY
LARGE BLEND DGAGX Dreyfus Appreciation Fund (DGAGX)
MID-CAP VALUE FLMVX JP Morgan Mid Cap Value Inst (FLMVX)JPMorgan Mid Cap Value Fund (Institutional Class)
SMALL VALUE DEVIX Delaware Small Cap Value Fund (Institutional Shares)
LARGE BLEND MSPIX S&P 500 Index Fund (MSPIX)MainStay S&P 500 Index Fund (Class I)
Mid-Cap Growth FISGX Nuveen Mid Cap Growth Opp I (FISGX)Nuveen Mid Cap Growth Opportunities Fund (Class I)
Small Growth HSIIX Eagle Small Cap Growth I (HSIIX)Eagle Small Cap Growth Fund (Class I)
LARGE GROWTH MIRGX MFS Massachusetts Investors Growth Stock Fund (Class R2)
SMALL BLEND VSISX Vanguard Small Cap Index (Sig) (VSISX)Vanguard Small-Cap Index Fund (Signal Shares)
LARGE VALUE ICSYX MainStay ICAP Select Equity Fund (Class R2)
MID-CAP BLEND SMCDX Wells Fargo Advantage Special Mid Cap Value Fund (Investor Class)
MID-CAP BLEND FIMEX Nuveen Mid Cap Index Fund I (FIMEX)Nuveen Mid Cap Index Fund (Class I)
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Fund (Institutional Class)
FIXED INCOME
High Yield Bond IVHIX Ivy High Income Fund (Class I)
Intermediate-Term Bond MIXAX Indexed Bond Fund (MIXAX)MainStay Indexed Bond Fund (Class A)
Inflation-Protected Bond PRTNX PIMCO Real Return Fund (Class A)
Total Available Funds: 23
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American New World Fund R6 (RNWGX)American Funds - New World Fund (Class R6) 41% 3 60 0 1.03% 6.68%
Others
World Allocation IVAEX Ivy Asset Strategy Fund (Class I) 99% 3 60 0 2.19% 9.71%
Target Date 2026-2030 JSMIX JP Morgan SmartRet 2030 Inst (JSMIX)JPMorgan SmartRetirement 2030 Fund (Institutional Class) 79% 3 60 0 0.64% 6.21%
Target Date 2016-2020 JTTIX JP Morgan SmartRet 2020 Inst (JTTIX)JPMorgan SmartRetirement 2020 Fund (Institutional Class) 74% 3 60 0 0.62% 5.82%
Moderate Allocation OARBX Oakmark Equity and Income Fund (Class II) 0% 3 60 0 0.99% 16.16%
Target Date 2011-2015 JSFIX JPMorgan SmartRetirement 2015 Fund (Institutional Class) 0% 3 60 0 0.66% 1.68%
INTERNATIONAL EQUITY
Foreign Large Blend ARTKX Artisan International Value Fund (Investor Shares) 94% 3 60 0 1.03% 7.18%
Foreign Large Value MINHX MFS International Value R4 (MINHX)MFS International Value Fund (Class R4) 60% 3 60 0 0.61% 8.89%
US EQUITY
LARGE BLEND DGAGX Dreyfus Appreciation Fund (DGAGX) 97% 3 60 0 0.66% 16.83%
MID-CAP VALUE FLMVX JP Morgan Mid Cap Value Inst (FLMVX)JPMorgan Mid Cap Value Fund (Institutional Class) 86% 3 60 0 1.14% 18.64%
SMALL VALUE DEVIX Delaware Small Cap Value Fund (Institutional Shares) 77% 3 60 0 1.36% 12.55%
LARGE BLEND MSPIX S&P 500 Index Fund (MSPIX)MainStay S&P 500 Index Fund (Class I) 74% 3 60 0 0.52% 1.43%
Mid-Cap Growth FISGX Nuveen Mid Cap Growth Opp I (FISGX)Nuveen Mid Cap Growth Opportunities Fund (Class I) 72% 3 60 0 0.92% 8.74%
Small Growth HSIIX Eagle Small Cap Growth I (HSIIX)Eagle Small Cap Growth Fund (Class I) 67% 3 60 0 0.71% 9.16%
LARGE GROWTH MIRGX MFS Massachusetts Investors Growth Stock Fund (Class R2) 48% 3 60 0 0.71% 11.47%
SMALL BLEND VSISX Vanguard Small Cap Index (Sig) (VSISX)Vanguard Small-Cap Index Fund (Signal Shares) 0% 3 60 0 0.16% 1.34%
LARGE VALUE ICSYX MainStay ICAP Select Equity Fund (Class R2) 0% 3 60 0 1.31% 22.15%
MID-CAP BLEND SMCDX Wells Fargo Advantage Special Mid Cap Value Fund (Investor Class) 0% 3 60 0 1.32% 8.77%
MID-CAP BLEND FIMEX Nuveen Mid Cap Index Fund I (FIMEX)Nuveen Mid Cap Index Fund (Class I) 0% 3 60 0 0.51% 10.71%
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Fund (Institutional Class) 81% 3 60 0 1.99% 2.53%
FIXED INCOME
High Yield Bond IVHIX Ivy High Income Fund (Class I) 81% 3 60 0 1.72% 6.68%
Intermediate-Term Bond MIXAX Indexed Bond Fund (MIXAX)MainStay Indexed Bond Fund (Class A) 62% 3 60 0 1.17% 4.02%
Inflation-Protected Bond PRTNX PIMCO Real Return Fund (Class A) 58% 3 60 0 1.37% 2.99%
Average Expense Ratio: 1.01%
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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*
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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*
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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
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