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MyPlanIQ 401k Investor Astra Tech 401 K Plan

Astra Tech 401 K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Moderate Allocation FBALX Fidelity Balanced
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery
US EQUITY
LARGE VALUE AAGPX American Beacon Lg Cap Value Inv
Small Growth RYVPX Royce Value Plus Svc
LARGE VALUE PNEAX Allianz NFJ Dividend Value A
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Moderate Allocation FBALX Fidelity Balanced
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery
US EQUITY
LARGE VALUE AAGPX American Beacon Lg Cap Value Inv
Small Growth RYVPX Royce Value Plus Svc
LARGE VALUE PNEAX Allianz NFJ Dividend Value A
LARGE BLEND NYVTX Davis NY Venture A
SMALL VALUE NOSGX Northern Small Cap Value
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock
LARGE VALUE AADEX American Beacon Lg Cap Value Inst
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
SMALL BLEND LSCRX Loomis Sayles Small Cap Value Retail
Mid-Cap Growth BARAX Baron Asset Retail
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
SMALL BLEND LSSCX Loomis Sayles Small Cap Value Instl
LARGE VALUE ANDAX Allianz NFJ Dividend Value Admin
MID-CAP VALUE FMIVX Virtus Mid-Cap Value A
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income
Total Available Funds: 17
  • 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
Moderate Allocation FBALX Fidelity Balanced 79% 3 60 0 0.5% 6.11%
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery 90% 3 60 0 0.99% 7.21%
US EQUITY
LARGE VALUE AAGPX American Beacon Lg Cap Value Inv 97% 3 60 0 0.94% 13.8%
Small Growth RYVPX Royce Value Plus Svc 97% 3 60 0 1.24% 16.68%
LARGE VALUE PNEAX Allianz NFJ Dividend Value A 92% 3 60 0 1.72% 12.31%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 12.3%
SMALL VALUE NOSGX Northern Small Cap Value 88% 3 60 0 1% 36.09%
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock 85% 3 60 0 0.74% 5.36%
LARGE VALUE AADEX American Beacon Lg Cap Value Inst 78% 3 60 0 0.94% 12.08%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv 76% 3 60 0 0.1% 1.43%
SMALL BLEND LSCRX Loomis Sayles Small Cap Value Retail 45% 3 60 0 0.84% 16.91%
Mid-Cap Growth BARAX Baron Asset Retail 35% 3 60 0 1.33% 10.87%
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional 0% 3 60 0 0.04% 2.05%
SMALL BLEND LSSCX Loomis Sayles Small Cap Value Instl 0% 3 60 0 1.4% 16.49%
LARGE VALUE ANDAX Allianz NFJ Dividend Value Admin 0% 3 60 0 1.72% 13.64%
MID-CAP VALUE FMIVX Virtus Mid-Cap Value A 0% 3 60 0 1.47% 20.14%
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income 91% 3 60 0 0.93% 5.04%
Average Expense Ratio: 1.04%
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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
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