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MyPlanIQ 401k Investor Arkansas Best 401(k) and DC Retirement Plan

Arkansas Best 401(k) and DC Retirement Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Target rtmt Income Fund
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund
Foreign Large Blend FSIVX Spartan International Index Fund
US EQUITY
LARGE VALUE DODGX Dodge Cox Stock Fund
MID-CAP BLEND CRIMX CRM LLC CRM Mid Cap Value Fund
SMALL BLEND CRMSX CRM LLC CRM Small Cap Value Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Funds Total Return Fund
Total Available Funds: 25
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Target rtmt Income Fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Fund
Financial FSLBX Fidelity Brokerage Services LLC
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Fund
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Fund
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Fund
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund
ROOT CASH Fidelity Management Tr Company Fidelity rtmt Money Mkt Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund
Foreign Large Blend FSIVX Spartan International Index Fund
US EQUITY
LARGE VALUE DODGX Dodge Cox Stock Fund
MID-CAP BLEND CRIMX CRM LLC CRM Mid Cap Value Fund
SMALL BLEND CRMSX CRM LLC CRM Small Cap Value Fund
LARGE BLEND FSMAX Spartan 500 Index Fund
MID-CAP BLEND FLPSX Fidelity Low Priced Stock Fund
US EQUITY ABFS Arkansas Best Corporation
MID-CAP BLEND FSEVX Spartan Extended Mkt Index Fund
LARGE GROWTH FKCAX Franklin Flex Cap Growth Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Funds Total Return Fund
Total Available Funds: 25
  • 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 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund 97% 3 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund 97% 3 60 0 0.08% 2.78%
Retirement Income VTINX Vanguard Target rtmt Income Fund 97% 3 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund 96% 3 60 0 0.08% 3.22%
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Fund 75% 3 60 0 0.08% 2.36%
Financial FSLBX Fidelity Brokerage Services LLC 72% 3 60 0 0.75% 2.04%
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Fund 70% 3 60 0 0.08% 4.31%
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Fund 69% 3 60 0 0.08% 3.05%
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Fund 66% 3 60 0 0.08% 8.19%
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund 0% 3 60 0 NA 2.94%
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Fund 0% 3 60 0 0.17% 7.48%
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund 0% 3 60 0 0.08% 14.93%
ROOT CASH Fidelity Management Tr Company Fidelity rtmt Money Mkt Portfolio 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund 99% 3 60 0 1.02% 3.79%
Foreign Large Blend FSIVX Spartan International Index Fund 0% 3 60 0 0.07% 2.44%
US EQUITY
LARGE VALUE DODGX Dodge Cox Stock Fund 93% 3 60 0 0.52% 1.38%
MID-CAP BLEND CRIMX CRM LLC CRM Mid Cap Value Fund 88% 3 60 0 1.16% 6.47%
SMALL BLEND CRMSX CRM LLC CRM Small Cap Value Fund 83% 3 60 0 0.94% 10.93%
LARGE BLEND FSMAX Spartan 500 Index Fund 70% 3 60 0 0.03% 0.65%
MID-CAP BLEND FLPSX Fidelity Low Priced Stock Fund 1% 3 60 0 0.92% 13.05%
US EQUITY ABFS Arkansas Best Corporation 0% 3 60 0 NA 1.14%
MID-CAP BLEND FSEVX Spartan Extended Mkt Index Fund 0% 3 60 0 0.07% 4.47%
LARGE GROWTH FKCAX Franklin Flex Cap Growth Fund 0% 3 60 0 0.73% 11.64%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund 100% 3 60 0 0.15% 3.9%
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Funds Total Return Fund 96% 3 60 0 0.83% 4.63%
Average Expense Ratio: 0.37%
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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 0.0% 6.4% 1.0% 4.1% 3.3% 4.1%

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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:ABFS)
The plan consists of 25 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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