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MyPlanIQ 401k Investor ATLANTIC SOUTHEAST AIRLINES INC. INVESTMENT SAVINGS PLAN

ATLANTIC SOUTHEAST AIRLINES INC. INVESTMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 JSMIX JP Morgan Smart Retirement Fund 2030
Target Date 2036-2040 SMTIX JP Morgan Smart Retirement Fund 2040
Target Date 2016-2020 JTTIX JP Morgan Smart Retirement Fund 2020
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Fund
Foreign Large Growth JAOSX Janus Overseas Fund
Foreign Large Growth TGRIX American Century Investments International Growth Fund
US EQUITY
LARGE VALUE TWEIX American Century Investments Equity Income Fund
Small Growth BUFSX Buffalo Funds Small Cap Fund
SMALL VALUE CSCZX Columbia Small Cap Value Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 JSMIX JP Morgan Smart Retirement Fund 2030
Target Date 2036-2040 SMTIX JP Morgan Smart Retirement Fund 2040
Target Date 2016-2020 JTTIX JP Morgan Smart Retirement Fund 2020
Retirement Income JSIIX JP Morgan Smart Retirement Income Fund
Target Date 2011-2015 JSFIX JP Morgan Smart Retirement Fund 2015
Target Date 2000-2010 JSWIX JP Morgan Smart Retirement Fund 2010
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Fund
Foreign Large Growth JAOSX Janus Overseas Fund
Foreign Large Growth TGRIX American Century Investments International Growth Fund
US EQUITY
LARGE VALUE TWEIX American Century Investments Equity Income Fund
Small Growth BUFSX Buffalo Funds Small Cap Fund
SMALL VALUE CSCZX Columbia Small Cap Value Fund
LARGE VALUE TWVLX American Century Investments Value Fund
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America
LARGE GROWTH TWUIX American Century Investments Ultra Fund
LARGE VALUE JIVRX JP Morgan Intrepid Value Fund
Mid-Cap Growth MACGX MSIF Midcap Growth Fund
Mid-Cap Growth OSGIX JP Morgan Mid Cap Growth
Small Growth AQBLX LKCM Small Cap Value Fund
LARGE BLEND ACQIX American Century Investments Equity Index Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Retirement Fund
SHORT GOVERNMENT TWUSX American Century Investments Short-Term Government Fund
SHORT GOVERNMENT STABLEVALUE JP Morgan Stable Value Fund
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 2026-2030 JSMIX JP Morgan Smart Retirement Fund 2030 79% 3 60 0 0.64% 6.21%
Target Date 2036-2040 SMTIX JP Morgan Smart Retirement Fund 2040 74% 3 60 0 0.67% 6.22%
Target Date 2016-2020 JTTIX JP Morgan Smart Retirement Fund 2020 74% 3 60 0 0.62% 5.82%
Retirement Income JSIIX JP Morgan Smart Retirement Income Fund 63% 3 60 0 0.86% 5.09%
Target Date 2011-2015 JSFIX JP Morgan Smart Retirement Fund 2015 0% 3 60 0 0.66% 1.68%
Target Date 2000-2010 JSWIX JP Morgan Smart Retirement Fund 2010 0% 3 60 0 0.61% 2.9%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Fund 99% 3 60 0 0.52% 1.4%
Foreign Large Growth JAOSX Janus Overseas Fund 95% 3 60 0 2.06% 1.34%
Foreign Large Growth TGRIX American Century Investments International Growth Fund 86% 3 60 0 0.13% 3.53%
US EQUITY
LARGE VALUE TWEIX American Century Investments Equity Income Fund 100% 3 60 0 1.18% 10.26%
Small Growth BUFSX Buffalo Funds Small Cap Fund 93% 3 60 0 1.01% 0%
SMALL VALUE CSCZX Columbia Small Cap Value Fund 89% 3 60 0 1.24% 13%
LARGE VALUE TWVLX American Century Investments Value Fund 80% 3 60 0 1.25% 10.28%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund 76% 3 60 0 1.13% 7.15%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 11.46%
LARGE GROWTH TWUIX American Century Investments Ultra Fund 73% 3 60 0 0.79% 11.23%
LARGE VALUE JIVRX JP Morgan Intrepid Value Fund 64% 3 60 0 0.44% 7.37%
Mid-Cap Growth MACGX MSIF Midcap Growth Fund 60% 3 60 0 1.03% 0%
Mid-Cap Growth OSGIX JP Morgan Mid Cap Growth 44% 3 60 0 0.95% 11.84%
Small Growth AQBLX LKCM Small Cap Value Fund 0% 3 60 0 1.51% 14.8%
LARGE BLEND ACQIX American Century Investments Equity Index Fund 0% 3 60 0 0.15% 4.36%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Retirement Fund 96% 3 60 0 0.83% 4.63%
SHORT GOVERNMENT TWUSX American Century Investments Short-Term Government Fund 76% 3 60 0 0.44% 3.61%
SHORT GOVERNMENT STABLEVALUE JP Morgan Stable Value Fund 16% 3 60 0 NA 20.17%
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*
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(Ticker:SKYW)
The plan consists of 24 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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