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MyPlanIQ 401k Investor Champions Oncology 401k plan

Champions Oncology 401k plan Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
CHAMPIONS ONCOLOGY 401(K) PLAN
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
Others
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA International Index Securities Lending Series Fund - Class VIII
Foreign Large Blend MRSRX MFS Research International R2
REAL ESTATE
REAL ESTATE RRRSX DWS RREEF Real Estate Securities R
US EQUITY
MID-CAP BLEND IJH SSgA S&P MidCap Index Non-Lending Series Fund - Class J
LARGE BLEND SVSPX SSgA S&P 500 Index Securities Lending Series Fund - Class IX
LARGE GROWTH ACARX Alger Capital Appreciation Instl R
Total Available Funds: 30
Asset Class Ticker Description Rating
Others
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 R
Target Date 2046-2050 RRTFX T. Rowe Price Retirement 2050 R
Moderate Allocation ASMRX American Century Strat Allc: Mod R
Target Date 2041-2045 RRTRX T. Rowe Price Retirement 2045 R
Natural Resources JNRRX Prudential Jennison Natural Resources R
Target Date 2031-2035 RRTPX T. Rowe Price Retirement 2035 R
Target Date 2021-2025 RRTNX T. Rowe Price Retirement 2025 R
Target Date 2011-2015 RRTMX T. Rowe Price Retirement 2015 R
Retirement Income RRTIX T. Rowe Price Retirement Income R
Target Date 2051+ RRTVX T. Rowe Price Retirement 2055 R
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA International Index Securities Lending Series Fund - Class VIII
Foreign Large Blend MRSRX MFS Research International R2
REAL ESTATE
REAL ESTATE RRRSX DWS RREEF Real Estate Securities R
US EQUITY
MID-CAP BLEND IJH SSgA S&P MidCap Index Non-Lending Series Fund - Class J
LARGE BLEND SVSPX SSgA S&P 500 Index Securities Lending Series Fund - Class IX
LARGE GROWTH ACARX Alger Capital Appreciation Instl R
LARGE VALUE ACSRX Invesco Van Kampen Comstock R
SMALL VALUE DVLRX Delaware Small Cap Value R
SMALL BLEND SMERX Invesco Small Cap Equity R
LARGE BLEND JUEZX JPMorgan US Equity R2
SMALL BLEND SVSCX SSgA Russell Small Cap Index Securities Lending Series Fund - Class VIII
Small Growth HSRRX Eagle Small Cap Growth R3
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R
Inflation-Protected Bond PRRRX PIMCO Real Return R
Intermediate-Term Bond JCBZX JPMorgan Core Bond R2
SHORT GOVERNMENT STABLEVALUE Invesco Stable Asset Fund
High Yield Bond IYHIX Ivy High Income R
Total Available Funds: 30
  • 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 RRTAX T. Rowe Price Retirement 2010 R 66% 3 60 0 0.99% 5.54%
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R 65% 3 60 0 0.6% 4.34%
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R 63% 3 60 0 1.08% 5.58%
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 R 60% 3 60 0 0.78% 5.89%
Target Date 2046-2050 RRTFX T. Rowe Price Retirement 2050 R 59% 3 60 0 0.63% 3.99%
Moderate Allocation ASMRX American Century Strat Allc: Mod R 54% 3 60 0 0.64% 6.64%
Target Date 2041-2045 RRTRX T. Rowe Price Retirement 2045 R 49% 3 60 0 1.12% 3.76%
Natural Resources JNRRX Prudential Jennison Natural Resources R 49% 3 60 0 0.9% 1%
Target Date 2031-2035 RRTPX T. Rowe Price Retirement 2035 R 45% 3 60 0 0.84% 4.56%
Target Date 2021-2025 RRTNX T. Rowe Price Retirement 2025 R 44% 3 60 0 1.05% 5.83%
Target Date 2011-2015 RRTMX T. Rowe Price Retirement 2015 R 43% 3 60 0 0.76% 5.45%
Retirement Income RRTIX T. Rowe Price Retirement Income R 42% 3 60 0 0.49% 4.53%
Target Date 2051+ RRTVX T. Rowe Price Retirement 2055 R 39% 3 60 0 1.14% 4.02%
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA International Index Securities Lending Series Fund - Class VIII 100% 3 60 0 0.75% 10.8%
Foreign Large Blend MRSRX MFS Research International R2 47% 3 60 0 0.75% 5.25%
REAL ESTATE
REAL ESTATE RRRSX DWS RREEF Real Estate Securities R 47% 3 60 0 0.53% 1.45%
US EQUITY
MID-CAP BLEND IJH SSgA S&P MidCap Index Non-Lending Series Fund - Class J 95% 3 60 0 0.05% 1.47%
LARGE BLEND SVSPX SSgA S&P 500 Index Securities Lending Series Fund - Class IX 75% 3 60 0 0.16% 8.88%
LARGE GROWTH ACARX Alger Capital Appreciation Instl R 61% 3 60 0 0.85% 10.95%
LARGE VALUE ACSRX Invesco Van Kampen Comstock R 47% 3 60 0 1.55% 8.94%
SMALL VALUE DVLRX Delaware Small Cap Value R 41% 3 60 0 0.86% 13.89%
SMALL BLEND SMERX Invesco Small Cap Equity R 39% 3 60 0 1.01% 10.72%
LARGE BLEND JUEZX JPMorgan US Equity R2 10% 3 60 0 0.54% 5.89%
SMALL BLEND SVSCX SSgA Russell Small Cap Index Securities Lending Series Fund - Class VIII 0% 3 60 0 1.1% 1.31%
Small Growth HSRRX Eagle Small Cap Growth R3 0% 3 60 0 0.71% 9.17%
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R 65% 3 60 0 0.8% 3.67%
Inflation-Protected Bond PRRRX PIMCO Real Return R 56% 3 60 0 1.37% 2.47%
Intermediate-Term Bond JCBZX JPMorgan Core Bond R2 24% 3 60 0 1.1% 3.5%
SHORT GOVERNMENT STABLEVALUE Invesco Stable Asset Fund 16% 1 60 0 NA 19.62%
High Yield Bond IYHIX Ivy High Income R 1% 3 60 0 0.99% 5.63%
Average Expense Ratio: 0.83%
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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 0.7% 22.1% 11.8% 13.3% 8.7% 8.7%

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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% 17.0% 8.8% 9.7% 5.9% 7.0%

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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 30 funds. It covers 4 major asset classes and 27 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.


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