It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor Quicksilver Resources Inc. 401(k) Plan

Quicksilver Resources Inc. 401(k) Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
ROOT TEQUX Transamerica Premier Equity Inv Fund
ROOT CASH Cash non-interest bearing
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Z Fund
Foreign Large Growth JAOSX Janus Overseas T Fund
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value T Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Plan Fund
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment A Fund
FIXED INCOME
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y Fund
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
ROOT TEQUX Transamerica Premier Equity Inv Fund
ROOT CASH Cash non-interest bearing
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Z Fund
Foreign Large Growth JAOSX Janus Overseas T Fund
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value T Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Plan Fund
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment A Fund
LARGE BLEND NINDX Columbia Large Cap Index Z Fund
Mid-Cap Growth BGRFX Baron Growth Fund
SMALL VALUE TMVSX RBC Micro Cap Value S Fund
FIXED INCOME
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y 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
ROOT TEQUX Transamerica Premier Equity Inv Fund 0% 3 60 0 NA 0.59%
ROOT CASH Cash non-interest bearing 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund 99% 3 60 0 0.52% 1.4%
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Z Fund 99% 3 60 0 1.48% 5.62%
Foreign Large Growth JAOSX Janus Overseas T Fund 95% 3 60 0 2.06% 1.34%
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value T Fund 98% 3 60 0 0.91% 9.61%
LARGE VALUE AAGPX American Beacon Large Cap Value Plan Fund 97% 3 60 0 0.94% 13.8%
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment A Fund 93% 3 60 0 1.15% 4.69%
LARGE BLEND NINDX Columbia Large Cap Index Z Fund 76% 3 60 0 0.45% 24.54%
Mid-Cap Growth BGRFX Baron Growth Fund 40% 3 60 0 1.3% 15.52%
SMALL VALUE TMVSX RBC Micro Cap Value S Fund 0% 3 60 0 1.07% 0.7%
FIXED INCOME
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y Fund 85% 3 60 0 0.74% 4.77%
Average Expense Ratio: 1.06%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 0.2% 4.1% 0.6% 4.8% 3.9% 4.5%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:KWK)
The plan consists of 13 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.
--


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.