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MyPlanIQ 401k Investor Cornell Companies, Inc. 401(k) Profit Sharing Plan

Cornell Companies, Inc. 401(k) Profit Sharing Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Conservative Allocation POAAX Pacific Life Model A - Conservative
ROOT CASH Pacific Investment Management Company Money Mkt Fund
ROOT CASH CASH
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX Janus Advisor International Growth - S
US EQUITY
SMALL VALUE PSVIX ALLIANZ NFJ Small Cap Value Fund
MID-CAP VALUE GCMAX Goldman Sachs Midcap Value
LARGE BLEND FSMAX Fidelity Spartan 500 Index Fund
FIXED INCOME
Multisector Bond JHFIX John Hancock Strategic Income Fund
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Conservative Allocation POAAX Pacific Life Model A - Conservative
ROOT CASH Pacific Investment Management Company Money Mkt Fund
ROOT CASH CASH
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX Janus Advisor International Growth - S
US EQUITY
SMALL VALUE PSVIX ALLIANZ NFJ Small Cap Value Fund
MID-CAP VALUE GCMAX Goldman Sachs Midcap Value
LARGE BLEND FSMAX Fidelity Spartan 500 Index Fund
LARGE BLEND PODAX Pacific Life Model C - Moderate
LARGE GROWTH TAGRX John Hancock Large Cap Equity Fund
LARGE BLEND POEAX Pacific Life Model E - Aggressive
US EQUITY CRN Cornell Unitized Stock Fund
FIXED INCOME
Multisector Bond JHFIX John Hancock Strategic Income Fund
Total Available Funds: 12
  • 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
Conservative Allocation POAAX Pacific Life Model A - Conservative 64% 3 60 0 1.97% 3.96%
ROOT CASH Pacific Investment Management Company Money Mkt Fund 0% 1 60 0 NA 2.53%
ROOT CASH CASH 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX Janus Advisor International Growth - S 96% 3 60 0 2.06% 1.45%
US EQUITY
SMALL VALUE PSVIX ALLIANZ NFJ Small Cap Value Fund 93% 3 60 0 0.91% 3.5%
MID-CAP VALUE GCMAX Goldman Sachs Midcap Value 93% 3 60 0 1.18% 14.15%
LARGE BLEND FSMAX Fidelity Spartan 500 Index Fund 70% 3 60 0 0.03% 0.65%
LARGE BLEND PODAX Pacific Life Model C - Moderate 64% 3 60 0 2% 9.9%
LARGE GROWTH TAGRX John Hancock Large Cap Equity Fund 63% 3 60 0 1.15% 12.25%
LARGE BLEND POEAX Pacific Life Model E - Aggressive 57% 3 60 0 2.01% 8.18%
US EQUITY CRN Cornell Unitized Stock Fund 0% 3 60 0 NA 0%
FIXED INCOME
Multisector Bond JHFIX John Hancock Strategic Income Fund 65% 3 60 0 0.45% 4.28%
Average Expense Ratio: 1.31%
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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 0.7% 8.0% 3.0% 5.7% 4.3% 3.9%

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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:CRN)
The plan consists of 12 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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