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MyPlanIQ 401k Investor SUN HYDRAULICS CORPORATION 401K AND ESOP RETIREMENT PLAN

SUN HYDRAULICS CORPORATION 401K AND ESOP RETIREMENT PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
SUN HYDRAULICS CORPORATION 401K AND ESOP RETIREMENT PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Retirement Income STLAX Blackrock Lifepath Ret I
Target Date 2050+ LPRPX Blackrock Lifepath 2050
Target Date 2036-2040 LPRKX Blackrock Lifepath 2040
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value Inv
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
LARGE BLEND TVRRX Thornburg Value R5
FIXED INCOME
Intermediate-Term Bond JCBRX JPMorgan Core Bond
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Retirement Income STLAX Blackrock Lifepath Ret I
Target Date 2050+ LPRPX Blackrock Lifepath 2050
Target Date 2036-2040 LPRKX Blackrock Lifepath 2040
Target Date 2026-2030 LPRNX Blackrock Lifepath 2030
ROOT RIMEX Rainier Core Equity
Target Date 2016-2020 LPRMX Blackrock Lifepath 2020
ROOT BJBIX Artio International Equity A
ROOT CASH Schwab Government Money Fund
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value Inv
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
LARGE BLEND TVRRX Thornburg Value R5
LARGE BLEND SWPPX Schwab S P 500 Index Select
SMALL BLEND LSSCX Loomis Sayles Small Cap Value
FIXED INCOME
Intermediate-Term Bond JCBRX JPMorgan Core Bond
Total Available Funds: 14
  • 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
Retirement Income STLAX Blackrock Lifepath Ret I 92% 3 60 0 0.84% 4.98%
Target Date 2050+ LPRPX Blackrock Lifepath 2050 63% 3 60 0 0.34% 6.36%
Target Date 2036-2040 LPRKX Blackrock Lifepath 2040 44% 3 60 0 1.04% 6.25%
Target Date 2026-2030 LPRNX Blackrock Lifepath 2030 43% 3 60 0 0.34% 3.97%
ROOT RIMEX Rainier Core Equity 0% 3 60 0 1.17% 44.72%
Target Date 2016-2020 LPRMX Blackrock Lifepath 2020 0% 3 60 0 1.12% 7.27%
ROOT BJBIX Artio International Equity A 0% 3 60 0 0.9% 0%
ROOT CASH Schwab Government Money Fund 0% 1 60 0 NA 2.53%
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value Inv 98% 3 60 0 0.91% 9.61%
LARGE VALUE AAGPX American Beacon Large Cap Value Fund 97% 3 60 0 0.94% 13.8%
LARGE BLEND TVRRX Thornburg Value R5 86% 3 60 0 1.21% 0%
LARGE BLEND SWPPX Schwab S P 500 Index Select 78% 3 60 0 0.02% 0.21%
SMALL BLEND LSSCX Loomis Sayles Small Cap Value 0% 3 60 0 1.4% 16.49%
FIXED INCOME
Intermediate-Term Bond JCBRX JPMorgan Core Bond 70% 3 60 0 1.1% 3.84%
Average Expense Ratio: 0.87%
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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*
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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:SNHY)
The plan consists of 14 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Sun Hydraulics Corporation and its subsidiaries engage in the design, manufacture, and sale of screw-in hydraulic cartridge valves, manifolds, and integrated packages used in hydraulic systems.



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