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MyPlanIQ 401k Investor Structural Group Inc. 401(k) Savings Plan and Trust

Structural Group Inc. 401(k) Savings Plan and Trust Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
STRUCTURAL GROUP, INC. 401(K) SAVINGS PLAN AND TRUST
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 Adv
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Adv
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
US EQUITY
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z
SMALL BLEND NMSCX Columbia Small Cap Index Z
Mid-Cap Growth ACRNX Columbia Acorn Z
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate-Term Bond DBMIX Dreyfus Bond Market Index Inv
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 Adv
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Adv
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 Adv
Target Date 2046-2050 PARFX T. Rowe Price Retirement 2050 Adv
Retirement Income PARIX T. Rowe Price Retirement Income Adv
Target Date 2051+ PAROX T. Rowe Price Retirement 2055 Adv
Target Date 2011-2015 PARHX T. Rowe Price Retirement 2015 Adv
Target Date 2041-2045 PARLX T. Rowe Price Retirement 2045 Adv
Target Date 2021-2025 PARJX T. Rowe Price Retirement 2025 Adv
Target Date 2031-2035 PARKX T. Rowe Price Retirement 2035 Adv
Moderate Allocation OARBX Oakmark Equity & Income II
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
US EQUITY
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z
SMALL BLEND NMSCX Columbia Small Cap Index Z
Mid-Cap Growth ACRNX Columbia Acorn Z
LARGE VALUE DHLAX Diamond Hill Large Cap A
SMALL VALUE FRVLX Franklin Small Cap Value A
LARGE BLEND JUEAX JPMorgan US Equity A
Small Growth EGWAX Wells Fargo Advantage Trdtl Sm Cp Gr A
LARGE GROWTH RAFCX American Funds AMCAP R3
MID-CAP VALUE JMVIX Perkins Mid Cap Value S
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate-Term Bond DBMIX Dreyfus Bond Market Index Inv
Total Available Funds: 24
  • 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 2000-2010 PARAX T. Rowe Price Retirement 2010 Adv 68% 3 60 0 0.99% 5.75%
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv 67% 3 60 0 1.08% 5.76%
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Adv 67% 3 60 0 0.6% 4.55%
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 Adv 62% 3 60 0 0.78% 6.04%
Target Date 2046-2050 PARFX T. Rowe Price Retirement 2050 Adv 52% 3 60 0 0.63% 4.17%
Retirement Income PARIX T. Rowe Price Retirement Income Adv 44% 3 60 0 0.49% 4.95%
Target Date 2051+ PAROX T. Rowe Price Retirement 2055 Adv 21% 3 60 0 1.14% 4.19%
Target Date 2011-2015 PARHX T. Rowe Price Retirement 2015 Adv 11% 3 60 0 0.76% 5.64%
Target Date 2041-2045 PARLX T. Rowe Price Retirement 2045 Adv 10% 3 60 0 1.12% 3.91%
Target Date 2021-2025 PARJX T. Rowe Price Retirement 2025 Adv 9% 3 60 0 1.05% 5.97%
Target Date 2031-2035 PARKX T. Rowe Price Retirement 2035 Adv 8% 3 60 0 0.84% 4.72%
Moderate Allocation OARBX Oakmark Equity & Income II 0% 3 60 0 0.99% 16.16%
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3 56% 3 60 0 0.9% 13.98%
US EQUITY
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z 81% 3 60 0 0.2% 9.43%
SMALL BLEND NMSCX Columbia Small Cap Index Z 81% 3 60 0 0.45% 12.39%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 3 60 0 1.83% 0%
LARGE VALUE DHLAX Diamond Hill Large Cap A 56% 3 60 0 0.67% 5.95%
SMALL VALUE FRVLX Franklin Small Cap Value A 55% 3 60 0 1.73% 8.38%
LARGE BLEND JUEAX JPMorgan US Equity A 55% 3 60 0 0.54% 6%
Small Growth EGWAX Wells Fargo Advantage Trdtl Sm Cp Gr A 50% 3 60 0 1.23% 0%
LARGE GROWTH RAFCX American Funds AMCAP R3 40% 3 60 0 0.49% 9.82%
MID-CAP VALUE JMVIX Perkins Mid Cap Value S 28% 3 60 0 0.5% 9.11%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.32%
Intermediate-Term Bond DBMIX Dreyfus Bond Market Index Inv 62% 3 60 0 0.4% 3.63%
Average Expense Ratio: 0.84%
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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
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