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MyPlanIQ 401k Investor Astec Industries, Inc. 401(k) Retirement Plan

Astec Industries, Inc. 401(k) Retirement Plan Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
ASTEC INDUSTRIES, INC. 401(K) RETIREMENT PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Target Date 2050+ JTSIX J.P. Morgan Smart rtmt 2050 Fund
Target Date 2041-2045 JSAIX J.P. Morgan Smart rtmt 2045 Fund
Target Date 2021-2025 JNSIX J.P. Morgan Smart rtmt 2025 Fund
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds International Administrative Fund
US EQUITY
LARGE GROWTH EILGX Eaton Vance Value Capital Large Company Fund
LARGE GROWTH JGIRX J.P. Morgan Intrepid Growth Fund
SMALL VALUE ACSCX American Century Small Capital Value Fund
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE J.P. Morgan Stable Asset Investment Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Target Date 2050+ JTSIX J.P. Morgan Smart rtmt 2050 Fund
Target Date 2041-2045 JSAIX J.P. Morgan Smart rtmt 2045 Fund
Target Date 2021-2025 JNSIX J.P. Morgan Smart rtmt 2025 Fund
Target Date 2026-2030 JSMIX J.P. Morgan Smart rtmt 2030 Fund
Target Date 2036-2040 SMTIX J.P. Morgan Smart rtmt 2040 Fund
Target Date 2016-2020 JTTIX J.P. Morgan Smart rtmt 2020 Fund
Target Date 2031-2035 SRJIX J.P. Morgan Smart rtmt 2035 Fund
Retirement Income JSIIX J.P. Morgan Smart rtmt Income Fund
ROOT CASH J.P. Morgan US Dollar DDA Fund
Target Date 2011-2015 JSFIX J.P. Morgan Smart rtmt 2015 Fund
Target Date 2000-2010 JSWIX J.P. Morgan Smart rtmt 2010 Fund
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds International Administrative Fund
US EQUITY
LARGE GROWTH EILGX Eaton Vance Value Capital Large Company Fund
LARGE GROWTH JGIRX J.P. Morgan Intrepid Growth Fund
SMALL VALUE ACSCX American Century Small Capital Value Fund
LARGE GROWTH AGWRX American Century Growth Fund
LARGE BLEND BNEQX UBS US Large Capital Growth Fund
Mid-Cap Growth TWVIX American Century Vista Fund
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE J.P. Morgan Stable Asset Investment Fund
Total Available Funds: 19
  • 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 2050+ JTSIX J.P. Morgan Smart rtmt 2050 Fund 92% 3 60 0 0.67% 5.66%
Target Date 2041-2045 JSAIX J.P. Morgan Smart rtmt 2045 Fund 82% 3 60 0 0.67% 5.79%
Target Date 2021-2025 JNSIX J.P. Morgan Smart rtmt 2025 Fund 81% 3 60 0 0.63% 7.5%
Target Date 2026-2030 JSMIX J.P. Morgan Smart rtmt 2030 Fund 79% 3 60 0 0.64% 6.21%
Target Date 2036-2040 SMTIX J.P. Morgan Smart rtmt 2040 Fund 74% 3 60 0 0.67% 6.22%
Target Date 2016-2020 JTTIX J.P. Morgan Smart rtmt 2020 Fund 74% 3 60 0 0.62% 5.82%
Target Date 2031-2035 SRJIX J.P. Morgan Smart rtmt 2035 Fund 73% 3 60 0 0.51% 6.28%
Retirement Income JSIIX J.P. Morgan Smart rtmt Income Fund 63% 3 60 0 0.86% 5.09%
ROOT CASH J.P. Morgan US Dollar DDA Fund 0% 1 60 0 NA 2.53%
Target Date 2011-2015 JSFIX J.P. Morgan Smart rtmt 2015 Fund 0% 3 60 0 0.66% 1.68%
Target Date 2000-2010 JSWIX J.P. Morgan Smart rtmt 2010 Fund 0% 3 60 0 0.61% 2.9%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds International Administrative Fund 99% 3 60 0 1.02% 3.79%
US EQUITY
LARGE GROWTH EILGX Eaton Vance Value Capital Large Company Fund 82% 3 60 0 1.03% 14.01%
LARGE GROWTH JGIRX J.P. Morgan Intrepid Growth Fund 65% 3 60 0 0.84% 8.68%
SMALL VALUE ACSCX American Century Small Capital Value Fund 58% 3 60 0 0.74% 13.08%
LARGE GROWTH AGWRX American Century Growth Fund 50% 3 60 0 1.48% 19.52%
LARGE BLEND BNEQX UBS US Large Capital Growth Fund 0% 3 60 0 0.95% 0.83%
Mid-Cap Growth TWVIX American Century Vista Fund 0% 3 60 0 0.8% 0%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE J.P. Morgan Stable Asset Investment Fund 16% 3 60 0 NA 20.17%
Average Expense Ratio: 0.79%
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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 for Portfolio Details or Follow 6.3% 20.0% 6.8% 5.6% 3.2% 4.4%

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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:ASTE)
The plan consists of 19 funds. It covers 2 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity and Foreign Equity.


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