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MyPlanIQ 401k Investor YAPSTONE INC. 401K PLAN

YAPSTONE INC. 401K PLAN Investment Model Portfolios

Investment Menu Rating:

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YAPSTONE 401(K) PLAN
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Retirement Income FFFAX FFFAX
Moderate Allocation FPURX FPURX
ROOT CASH CASH
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX FOSFX
Foreign Large Growth FIVFX FIVFX
US EQUITY
LARGE GROWTH FBGRX FBGRX
LARGE GROWTH FOCPX FOCPX
LARGE VALUE DODGX DODGX
REAL ESTATE
REAL ESTATE FRESX FRESX
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Retirement Income FFFAX FFFAX
Moderate Allocation FPURX FPURX
ROOT CASH CASH
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX FOSFX
Foreign Large Growth FIVFX FIVFX
US EQUITY
LARGE GROWTH FBGRX FBGRX
LARGE GROWTH FOCPX FOCPX
LARGE VALUE DODGX DODGX
SMALL VALUE FCPVX FCPVX
SMALL BLEND VSMAX VSMAX
LARGE BLEND VFIAX VFIAX
MID-CAP BLEND VIMAX VIMAX
Mid-Cap Growth FDEGX FDEGX
LARGE GROWTH CISIX CISIX
Small Growth HSIIX HSIIX
MID-CAP VALUE VEVIX VEVIX
REAL ESTATE
REAL ESTATE FRESX FRESX
FIXED INCOME
Short-Term Bond FSHBX FSHBX
Intermediate-Term Bond VBILX VBILX
Intermediate-Term Bond FTBFX FTBFX
Total Available Funds: 20
  • 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
Retirement Income FFFAX FFFAX 98% 3 60 0 0.42% 3.21%
Moderate Allocation FPURX FPURX 81% 3 60 0 0.5% 7.21%
ROOT CASH CASH 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX FOSFX 88% 3 60 0 0.95% 4.78%
Foreign Large Growth FIVFX FIVFX 76% 3 60 0 0.8% 14.32%
US EQUITY
LARGE GROWTH FBGRX FBGRX 99% 3 60 0 0.69% 2.31%
LARGE GROWTH FOCPX FOCPX 94% 3 60 0 0.81% 9.18%
LARGE VALUE DODGX DODGX 93% 3 60 0 0.52% 1.38%
SMALL VALUE FCPVX FCPVX 91% 3 60 0 1.5% 10.51%
SMALL BLEND VSMAX VSMAX 80% 3 60 0 0.05% 1.52%
LARGE BLEND VFIAX VFIAX 78% 3 60 0 0.14% 1.3%
MID-CAP BLEND VIMAX VIMAX 73% 3 60 0 0.04% 1.59%
Mid-Cap Growth FDEGX FDEGX 72% 3 60 0 0.72% 9.41%
LARGE GROWTH CISIX CISIX 71% 3 60 0 1.24% 5.95%
Small Growth HSIIX HSIIX 67% 3 60 0 0.71% 9.16%
MID-CAP VALUE VEVIX VEVIX 2% 3 60 0 1.65% 5.16%
REAL ESTATE
REAL ESTATE FRESX FRESX 96% 3 60 0 0.72% 4.44%
FIXED INCOME
Short-Term Bond FSHBX FSHBX 100% 3 60 0 0.5% 4.18%
Intermediate-Term Bond VBILX VBILX 92% 3 60 0 0.07% 4.22%
Intermediate-Term Bond FTBFX FTBFX 81% 3 60 0 0.5% 4.43%
Average Expense Ratio: 0.66%
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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 0.2% 9.4% 1.4% 5.4% 5.6% 7.2%

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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 0.7% -0.0% 0.0% 5.4% 5.7% 6.7%

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


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