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MyPlanIQ WESTERN STATES 401K RETIREMENT FUND OF THE OPEIU

WESTERN STATES 401K RETIREMENT FUND OF THE OPEIU Investment Model Portfolios

This Plan is unrated.
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WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares
Target Date 2036-2040 STLEX BlackRock Funds III: LifePath 2040 Portfolio; Institutional Shares
US EQUITY
LARGE BLEND MSOIX MainStay Funds: MainStay Common Stock Fund; Class I Shares
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
LARGE GROWTH FKGRX Franklin Custodian Funds
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares
Target Date 2036-2040 STLEX BlackRock Funds III: LifePath 2040 Portfolio; Institutional Shares
Moderate Allocation MSFRX MFS Series Trust V: MFS Total Return Fund; Class A Shares
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares
US EQUITY
LARGE BLEND MSOIX MainStay Funds: MainStay Common Stock Fund; Class I Shares
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
LARGE GROWTH FKGRX Franklin Custodian Funds
MID-CAP BLEND GTAGX AIM Growth Series (Invesco Growth Series): Invesco Mid Cap Core Equity Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Total Available Funds: 10
  • 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 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares 94% 3 60 0 0.34% 4.3%
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares 92% 3 60 0 0.84% 4.98%
Target Date 2036-2040 STLEX BlackRock Funds III: LifePath 2040 Portfolio; Institutional Shares 92% 3 60 0 1.04% 6.47%
Moderate Allocation MSFRX MFS Series Trust V: MFS Total Return Fund; Class A Shares 45% 3 60 0 0.39% 8.98%
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares 0% 3 60 0 0.67% 7.52%
US EQUITY
LARGE BLEND MSOIX MainStay Funds: MainStay Common Stock Fund; Class I Shares 81% 3 60 0 0.94% 3.96%
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares 56% 3 60 0 0.89% 4.5%
LARGE GROWTH FKGRX Franklin Custodian Funds 50% 3 60 0 0.46% 14.2%
MID-CAP BLEND GTAGX AIM Growth Series (Invesco Growth Series): Invesco Mid Cap Core Equity Fund; Class A Shares 0% 3 60 0 1.23% 21.75%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.32%
Average Expense Ratio: 0.76%
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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*
Click to Create Model Portfolio

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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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