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MyPlanIQ 401k Investor Sugarsync, Inc. 401(K) Plan

Sugarsync, Inc. 401(K) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index ETF (EEM)
China Region FXI iShares FTSE China 25 Index ETF (FXI)
Latin America Stock EWZ iShares MSCI Brazil Index ETF (EWZ)
Others
Aggressive Allocation AOA iShares S&P Aggressive Allocation ETF (AOA)
World Allocation AOR iShares S&P Growth Allocation ETF (AOR)
Conservative Allocation AOK iShares S&P Conservative Alloc ETF (AOK)
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index ETF (EFA)
Foreign Large Growth EFG iShares MSCI EAFE Growth Index ETF (EFG)
Foreign Large Blend ACWX iShares MSCI ACWI ex US Index ETF (ACWX)
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index ETF (EEM)
China Region FXI iShares FTSE China 25 Index ETF (FXI)
Latin America Stock EWZ iShares MSCI Brazil Index ETF (EWZ)
Others
Aggressive Allocation AOA iShares S&P Aggressive Allocation ETF (AOA)
World Allocation AOR iShares S&P Growth Allocation ETF (AOR)
Conservative Allocation AOK iShares S&P Conservative Alloc ETF (AOK)
Conservative Allocation AOM iShares S&P Moderate Allocation ETF (AOM)
Technology VGT Vanguard Information Technology ETF (VGT)
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index ETF (EFA)
Foreign Large Growth EFG iShares MSCI EAFE Growth Index ETF (EFG)
Foreign Large Blend ACWX iShares MSCI ACWI ex US Index ETF (ACWX)
Foreign Large Value EWC iShares MSCI Canada Index ETF (EWC)
PACIFIC/ASIA EX-JAPAN STK EWA iShares MSCI Australia Index ETF (EWA)
REAL ESTATE
REAL ESTATE ICF iShares Cohen&Steers Rlty Major Indx ETF (ICF)
US EQUITY
Small Growth IJT iShares S&P Smallcap 600 Gr Indx ETF (IJT)
LARGE GROWTH IVW iShares S&P 500 Growth Index Fund ETF (IVW)
SMALL VALUE IJS iShares S&P SmallCap 600 Val Index ETF (IJS)
LARGE VALUE IVE iShares S&P 500 Value Index Fund ETF (IVE)
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index ETF (IJJ)
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index ETF (IJK)
SMALL BLEND IJR iShares S&P SmallCap 600 Index ETF (IJR)
MID-CAP BLEND IJH iShares S&P MidCap 400 Index ETF (IJH)
LARGE BLEND IVV iShares S&P 500 Index Fund ETF (IVV)
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond ETF (AGG)
Inflation-Protected Bond TIP iShares Barclays TIPS Bond ETF (TIP)
SHORT GOVERNMENT SHV iShares Barclays Short Trsy Bond ETF (SHV)
High Yield Bond JNK SPDR Barclays Capital High Yield Bond ET (JNK)
COMMODITIES
COMMODITIES BROAD BASKET GSG iShares S&P GSCI Cmdty-Indxed Trust ETF (GSG)
Total Available Funds: 28
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index ETF (EEM) 100% 3 60 0 0.7% 2.64%
China Region FXI iShares FTSE China 25 Index ETF (FXI) 89% 3 60 0 0.74% 2.6%
Latin America Stock EWZ iShares MSCI Brazil Index ETF (EWZ) 52% 3 60 0 0.59% 5.95%
Others
Aggressive Allocation AOA iShares S&P Aggressive Allocation ETF (AOA) 95% 3 60 0 0.15% 2.16%
World Allocation AOR iShares S&P Growth Allocation ETF (AOR) 92% 3 60 0 0.15% 2.36%
Conservative Allocation AOK iShares S&P Conservative Alloc ETF (AOK) 83% 3 60 0 0.15% 3.57%
Conservative Allocation AOM iShares S&P Moderate Allocation ETF (AOM) 82% 3 60 0 0.15% 2.63%
Technology VGT Vanguard Information Technology ETF (VGT) 80% 3 60 0 0.1% 0.5%
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index ETF (EFA) 100% 3 60 0 0.33% 3.66%
Foreign Large Growth EFG iShares MSCI EAFE Growth Index ETF (EFG) 99% 3 60 0 0.36% 2.63%
Foreign Large Blend ACWX iShares MSCI ACWI ex US Index ETF (ACWX) 98% 3 60 0 0.34% 3.18%
Foreign Large Value EWC iShares MSCI Canada Index ETF (EWC) 87% 3 60 0 0.5% 1.74%
PACIFIC/ASIA EX-JAPAN STK EWA iShares MSCI Australia Index ETF (EWA) 62% 3 60 0 0.5% 3.28%
REAL ESTATE
REAL ESTATE ICF iShares Cohen&Steers Rlty Major Indx ETF (ICF) 96% 3 60 0 0.33% 2.68%
US EQUITY
Small Growth IJT iShares S&P Smallcap 600 Gr Indx ETF (IJT) 99% 3 60 0 0.18% 0.97%
LARGE GROWTH IVW iShares S&P 500 Growth Index Fund ETF (IVW) 99% 3 60 0 0.18% 0.47%
SMALL VALUE IJS iShares S&P SmallCap 600 Val Index ETF (IJS) 99% 3 60 0 0.18% 1.75%
LARGE VALUE IVE iShares S&P 500 Value Index Fund ETF (IVE) 99% 3 60 0 0.18% 1.83%
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index ETF (IJJ) 98% 3 60 0 0.18% 1.95%
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index ETF (IJK) 98% 3 60 0 0.17% 0.71%
SMALL BLEND IJR iShares S&P SmallCap 600 Index ETF (IJR) 97% 3 60 0 0.06% 1.51%
MID-CAP BLEND IJH iShares S&P MidCap 400 Index ETF (IJH) 95% 3 60 0 0.05% 1.47%
LARGE BLEND IVV iShares S&P 500 Index Fund ETF (IVV) 93% 3 60 0 0.03% 1.36%
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond ETF (AGG) 100% 3 60 0 0.03% 4.01%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond ETF (TIP) 97% 3 60 0 0.19% 2.86%
SHORT GOVERNMENT SHV iShares Barclays Short Trsy Bond ETF (SHV) 96% 3 60 0 0.15% 3.88%
High Yield Bond JNK SPDR Barclays Capital High Yield Bond ET (JNK) 93% 3 60 0 0.4% 6.65%
COMMODITIES
COMMODITIES BROAD BASKET GSG iShares S&P GSCI Cmdty-Indxed Trust ETF (GSG) 100% 3 60 0 0.75% 0%
Average Expense Ratio: 0.28%
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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 -0.1% 5.6% 0.1% 1.3% 1.8% 3.5%

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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 0.2% 3.3% 0.4% 6.1% 4.3% 6.1%

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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 28 funds. It covers 6 major asset classes and 26 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income, US Equity, Emerging Market Equity, Commodity and REITs.


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