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MyPlanIQ 401k Investor THE PAYNE AND FEARS LLP 401K RETIREMENT SAVINGS PLAN

THE PAYNE AND FEARS LLP 401K RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
Others
Target Date 2046-2050 PPLIX Principal LifeTime 2050 Instl
Target Date 2051+ LTFIX Principal LifeTime 2055 Instl
World Allocation PATRX PIMCO All Asset R Fund
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Diversified Intl Inst
US EQUITY
Small Growth GTSVX Invesco Small Cap Growth Investor
SMALL VALUE ASVIX American Century Small Cap Value Inv
LARGE BLEND PWCIX Principal Capital Appreciation Inst
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Inst
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R
High Yield Bond FHIRX Franklin High Income R
SHORT GOVERNMENT STABLEVALUE Principal Stable Value Fund
Total Available Funds: 34
Asset Class Ticker Description Rating
Others
Target Date 2046-2050 PPLIX Principal LifeTime 2050 Instl
Target Date 2051+ LTFIX Principal LifeTime 2055 Instl
World Allocation PATRX PIMCO All Asset R Fund
Target Date 2036-2040 PTDIX Principal LifeTime 2040 Instl
Target Date 2026-2030 PMTIX Principal LifeTime 2030 Instl
Target Date 2016-2020 PLWIX Principal LifeTime 2020 Instl
Retirement Income PLSIX Principal LifeTime Strategic Inc Instl
Target Date 2011-2015 LTINX Principal LifeTime 2015 Instl
Target Date 2031-2035 LTIUX Principal LifeTime 2035 Instl
Target Date 2041-2045 LTRIX Principal LifeTime 2045 Instl
Target Date 2021-2025 LTSTX Principal LifeTime 2025 Instl
Aggressive Allocation PCWIX Principal SAM Conservative Growth Inst
Conservative Allocation PCCIX Principal SAM Conservative Balanced Inst
Conservative Allocation PIFIX Principal SAM Flexible Inc Inst
Moderate Allocation PSBIX Principal SAM Balanced Inst
ROOT CASH Principal Global Investors Money Market Separate Account-R6
Target Date 2000-2010 PTTIX Principal LifeTime 2010 Instl
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Diversified Intl Inst
US EQUITY
Small Growth GTSVX Invesco Small Cap Growth Investor
SMALL VALUE ASVIX American Century Small Cap Value Inv
LARGE BLEND PWCIX Principal Capital Appreciation Inst
Mid-Cap Growth PGWIX Principal MidCap Growth Inst
MID-CAP BLEND MPSIX Principal MidCap S&P 400 Index Inst
SMALL BLEND PSSIX Principal SmallCap S&P 600 Index Inst
LARGE BLEND PLFIX Principal Large Cap S&P 500 Index Inst
LARGE GROWTH RGAFX American Funds Growth Fund of America R3
Mid-Cap Growth PPIMX Principal MidCap Growth III Inst
LARGE VALUE MEIAX MFS Value A
LARGE BLEND PSWIX Principal SAM Strategic Growth Inst
MID-CAP VALUE PVUIX Principal MidCap Value III Inst
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Inst
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R
High Yield Bond FHIRX Franklin High Income R
SHORT GOVERNMENT STABLEVALUE Principal Stable Value Fund
Total Available Funds: 34
  • 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 2046-2050 PPLIX Principal LifeTime 2050 Instl 100% 1 60 0 1.04% 10.19%
Target Date 2051+ LTFIX Principal LifeTime 2055 Instl 98% 1 60 0 0.93% 9.05%
World Allocation PATRX PIMCO All Asset R Fund 95% 1 60 0 1.84% 7.38%
Target Date 2036-2040 PTDIX Principal LifeTime 2040 Instl 94% 1 60 0 1% 9.91%
Target Date 2026-2030 PMTIX Principal LifeTime 2030 Instl 93% 1 60 0 1.45% 9.67%
Target Date 2016-2020 PLWIX Principal LifeTime 2020 Instl 90% 1 60 0 0.91% 9.88%
Retirement Income PLSIX Principal LifeTime Strategic Inc Instl 84% 1 60 0 1.4% 5.87%
Target Date 2011-2015 LTINX Principal LifeTime 2015 Instl 83% 1 60 0 0.91% 11.43%
Target Date 2031-2035 LTIUX Principal LifeTime 2035 Instl 81% 1 60 0 0.62% 9.12%
Target Date 2041-2045 LTRIX Principal LifeTime 2045 Instl 78% 1 60 0 0.66% 9.53%
Target Date 2021-2025 LTSTX Principal LifeTime 2025 Instl 76% 1 60 0 0.81% 11.8%
Aggressive Allocation PCWIX Principal SAM Conservative Growth Inst 74% 1 60 0 1.09% 14.06%
Conservative Allocation PCCIX Principal SAM Conservative Balanced Inst 67% 1 60 0 0.82% 7.92%
Conservative Allocation PIFIX Principal SAM Flexible Inc Inst 66% 1 60 0 0.79% 4.1%
Moderate Allocation PSBIX Principal SAM Balanced Inst 65% 1 60 0 1.08% 11.02%
ROOT CASH Principal Global Investors Money Market Separate Account-R6 0% 1 60 0 NA 2.53%
Target Date 2000-2010 PTTIX Principal LifeTime 2010 Instl 0% 1 60 0 0.72% 7.1%
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Diversified Intl Inst 89% 1 60 0 0.78% 2.84%
US EQUITY
Small Growth GTSVX Invesco Small Cap Growth Investor 91% 1 60 0 0.91% 8.5%
SMALL VALUE ASVIX American Century Small Cap Value Inv 89% 1 60 0 1.34% 13.07%
LARGE BLEND PWCIX Principal Capital Appreciation Inst 87% 1 60 0 0.77% 9.1%
Mid-Cap Growth PGWIX Principal MidCap Growth Inst 84% 1 60 0 0.76% 0%
MID-CAP BLEND MPSIX Principal MidCap S&P 400 Index Inst 82% 1 60 0 0.42% 9.1%
SMALL BLEND PSSIX Principal SmallCap S&P 600 Index Inst 77% 1 60 0 0.54% 11.28%
LARGE BLEND PLFIX Principal Large Cap S&P 500 Index Inst 76% 1 60 0 0.52% 3.34%
LARGE GROWTH RGAFX American Funds Growth Fund of America R3 75% 1 60 0 0.63% 11.46%
Mid-Cap Growth PPIMX Principal MidCap Growth III Inst 70% 1 60 0 1.06% 38.34%
LARGE VALUE MEIAX MFS Value A 54% 1 60 0 0.8% 9.45%
LARGE BLEND PSWIX Principal SAM Strategic Growth Inst 0% 1 60 0 1.72% 12.86%
MID-CAP VALUE PVUIX Principal MidCap Value III Inst 0% 1 60 0 0.71% 10.22%
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Inst 81% 1 60 0 1.99% 2.53%
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R 65% 1 60 0 0.8% 4.03%
High Yield Bond FHIRX Franklin High Income R 57% 1 60 0 0.88% 5.53%
SHORT GOVERNMENT STABLEVALUE Principal Stable Value Fund 16% 1 60 0 NA 20.17%
Average Expense Ratio: 0.96%
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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 0.6% 20.4% 11.7% 10.5% 7.1% 7.5%

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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 -1.2% 14.4% 5.1% 7.9% 4.8% 6.4%

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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(Ticker:)
The plan consists of 35 funds. It covers 4 major asset classes and 30 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.

This plan is created upon a user's request.



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