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MyPlanIQ ALTAIR SALARY REDUCTION PROFIT SHARING PLAN

ALTAIR SALARY REDUCTION PROFIT SHARING PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
ALTAIR SALARY REDUCTION PROFIT SHARING PLAN
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Equity Energy FANIX FA ENERGY INST
Equity Energy FANAX FA ENERGY A
Natural Resources RSNRX RS GLOBAL NAT RES A
INTERNATIONAL EQUITY
Foreign Large Blend FIADX FA INTL DISCOVERY I
Foreign Large Blend FDVIX FA DIVERS INTL I
FOREIGN SMALL/MID GROWTH LAIAX COL/ACORN INTL A
US EQUITY
SMALL BLEND FSCIX FA SMALL CAP I
LARGE VALUE FSIDX FA STRAT DIV INC I
Mid-Cap Growth EAASX EV ATL CAP SMID-CP A
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Equity Energy FANIX FA ENERGY INST
Equity Energy FANAX FA ENERGY A
Natural Resources RSNRX RS GLOBAL NAT RES A
INTERNATIONAL EQUITY
Foreign Large Blend FIADX FA INTL DISCOVERY I
Foreign Large Blend FDVIX FA DIVERS INTL I
FOREIGN SMALL/MID GROWTH LAIAX COL/ACORN INTL A
WORLD STOCK TEDIX MUTUAL GBL DISCVRY A
Foreign Large Value TEMFX TEMPLETON FOREIGN A
Foreign Large Blend FAIDX FA INTL DISCOVERY A
WORLD STOCK OPPAX OPPENHEIMER GLOBAL A
Foreign Large Blend FDVAX FA DIVERS INTL A
US EQUITY
SMALL BLEND FSCIX FA SMALL CAP I
LARGE VALUE FSIDX FA STRAT DIV INC I
Mid-Cap Growth EAASX EV ATL CAP SMID-CP A
Mid-Cap Growth FIIAX FA MID CAP II A
LARGE VALUE FASDX FA STRAT DIV INC A
SMALL BLEND FSCDX FA SMALL CAP A
LARGE GROWTH FNIAX FA NEW INSIGHTS A
MID-CAP VALUE CMUAX COLUMBIA MDCAP VAL A
FIXED INCOME
WORLD BOND OIBAX OPPHMR INTL BOND A
High Yield Bond FHAIX FKLN HIGH INCOME A
Total Available Funds: 21
  • 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
Equity Energy FANIX FA ENERGY INST 77% 3 60 0 1.05% 2.76%
Equity Energy FANAX FA ENERGY A 76% 3 60 0 1.05% 2.77%
Natural Resources RSNRX RS GLOBAL NAT RES A 42% 3 60 0 1.48% 6.24%
INTERNATIONAL EQUITY
Foreign Large Blend FIADX FA INTL DISCOVERY I 90% 3 60 0 0.99% 7.27%
Foreign Large Blend FDVIX FA DIVERS INTL I 74% 3 60 0 0.91% 13.45%
FOREIGN SMALL/MID GROWTH LAIAX COL/ACORN INTL A 61% 3 60 0 1.23% 5.41%
WORLD STOCK TEDIX MUTUAL GBL DISCVRY A 57% 3 60 0 1.45% 10.86%
Foreign Large Value TEMFX TEMPLETON FOREIGN A 54% 3 60 0 0.85% 4.06%
Foreign Large Blend FAIDX FA INTL DISCOVERY A 49% 3 60 0 0.99% 6.99%
WORLD STOCK OPPAX OPPENHEIMER GLOBAL A 48% 3 60 0 1.31% 22.42%
Foreign Large Blend FDVAX FA DIVERS INTL A 38% 3 60 0 0.91% 13.54%
US EQUITY
SMALL BLEND FSCIX FA SMALL CAP I 91% 3 60 0 2.15% 1.88%
LARGE VALUE FSIDX FA STRAT DIV INC I 80% 3 60 0 0.68% 7.74%
Mid-Cap Growth EAASX EV ATL CAP SMID-CP A 64% 3 60 0 1.14% 7.02%
Mid-Cap Growth FIIAX FA MID CAP II A 52% 3 60 0 0.74% 7.56%
LARGE VALUE FASDX FA STRAT DIV INC A 52% 3 60 0 0.68% 7.59%
SMALL BLEND FSCDX FA SMALL CAP A 51% 3 60 0 2.15% 2.21%
LARGE GROWTH FNIAX FA NEW INSIGHTS A 48% 3 60 0 0.7% 10.09%
MID-CAP VALUE CMUAX COLUMBIA MDCAP VAL A 41% 3 60 0 1.13% 6.92%
FIXED INCOME
WORLD BOND OIBAX OPPHMR INTL BOND A 71% 3 60 0 0.71% 4.3%
High Yield Bond FHAIX FKLN HIGH INCOME A 60% 3 60 0 0.88% 5.83%
Average Expense Ratio: 1.1%
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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 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
The investment options have not been imported yet.


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