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MyPlanIQ THE GEO SAVE 401K PLAN

THE GEO SAVE 401K PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
THE GEO SAVE 401(K) PLAN
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK MGFSX MassMutual Premier Funds: MassMutual Premier Global Fund; Class S Shares
Foreign Large Blend NOINX Northern Funds: International Equity Index Fund
US EQUITY
Mid-Cap Growth MGRFX MassMutual Select Funds: MassMutual Select Mid Cap Growth Equity II Fund; Class S Shares
MID-CAP BLEND NOMIX Northern Funds: Mid Cap Index Fund
SMALL BLEND NSIDX Northern Funds: Small Cap Index Fund
FIXED INCOME
Intermediate-Term Bond SAMFX RidgeWorth Funds: Total Return Bond Fund; Class I Shares
Intermediate-Term Bond NOBOX Northern Funds: Bond Index Fund
Multisector Bond JIPAX John Hancock Funds II: Strategic Income Opportunities Fund; Class A Shares
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK MGFSX MassMutual Premier Funds: MassMutual Premier Global Fund; Class S Shares
Foreign Large Blend NOINX Northern Funds: International Equity Index Fund
US EQUITY
Mid-Cap Growth MGRFX MassMutual Select Funds: MassMutual Select Mid Cap Growth Equity II Fund; Class S Shares
MID-CAP BLEND NOMIX Northern Funds: Mid Cap Index Fund
SMALL BLEND NSIDX Northern Funds: Small Cap Index Fund
LARGE GROWTH TAGRX John Hancock Investment Trust: John Hancock Large Cap Equity Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond SAMFX RidgeWorth Funds: Total Return Bond Fund; Class I Shares
Intermediate-Term Bond NOBOX Northern Funds: Bond Index Fund
Multisector Bond JIPAX John Hancock Funds II: Strategic Income Opportunities Fund; Class A Shares
Total Available Funds: 9
  • 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
INTERNATIONAL EQUITY
WORLD STOCK MGFSX MassMutual Premier Funds: MassMutual Premier Global Fund; Class S Shares 84% 3 60 0 1.56% 31.32%
Foreign Large Blend NOINX Northern Funds: International Equity Index Fund 82% 3 60 0 0.1% 3.84%
US EQUITY
Mid-Cap Growth MGRFX MassMutual Select Funds: MassMutual Select Mid Cap Growth Equity II Fund; Class S Shares 83% 3 60 0 0.76% 18.35%
MID-CAP BLEND NOMIX Northern Funds: Mid Cap Index Fund 79% 3 60 0 0.1% 7.15%
SMALL BLEND NSIDX Northern Funds: Small Cap Index Fund 78% 3 60 0 0.1% 1.85%
LARGE GROWTH TAGRX John Hancock Investment Trust: John Hancock Large Cap Equity Fund; Class A Shares 63% 3 60 0 1.15% 12.13%
FIXED INCOME
Intermediate-Term Bond SAMFX RidgeWorth Funds: Total Return Bond Fund; Class I Shares 97% 3 60 0 0.7% 3.82%
Intermediate-Term Bond NOBOX Northern Funds: Bond Index Fund 69% 3 60 0 0.07% 3.71%
Multisector Bond JIPAX John Hancock Funds II: Strategic Income Opportunities Fund; Class A Shares 23% 3 60 0 0.64% 3.31%
Average Expense Ratio: 0.58%
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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
The investment options have not been imported yet.


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