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MyPlanIQ 401k Investor Toyoda Gosei 401(k) Plan

Toyoda Gosei 401(k) Plan Investment Model Portfolios

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TOYODA GOSEI 401(K) PLAN
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
World Allocation GOIAX Goldman Sachs Growth And Income Strategy Fund - A
World Allocation GGSAX Goldman Sachs Growth Strategy Fund- Class A
Conservative Allocation GIPAX Goldman Sachs Balanced Strategy Fund - Class A
INTERNATIONAL EQUITY
WORLD STOCK OPPAX Oppenheimer Global Fund - Class A
WORLD STOCK GAPAX Goldman Sachs Equity Growth Strategy Fund - A
WORLD STOCK TEPLX Templeton Growth Fund Inc - Class A
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Fund - Class A
Mid-Cap Growth GGOAX Goldman Sachs Growth Opportunities Fund - Class A
LARGE VALUE MEIAX MFS Value Fund - Class A
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
World Allocation GOIAX Goldman Sachs Growth And Income Strategy Fund - A
World Allocation GGSAX Goldman Sachs Growth Strategy Fund- Class A
Conservative Allocation GIPAX Goldman Sachs Balanced Strategy Fund - Class A
INTERNATIONAL EQUITY
WORLD STOCK OPPAX Oppenheimer Global Fund - Class A
WORLD STOCK GAPAX Goldman Sachs Equity Growth Strategy Fund - A
WORLD STOCK TEPLX Templeton Growth Fund Inc - Class A
Foreign Large Blend GSIFX Goldman Sachs Concentrated International Equity -A
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Fund - Class A
Mid-Cap Growth GGOAX Goldman Sachs Growth Opportunities Fund - Class A
LARGE VALUE MEIAX MFS Value Fund - Class A
LARGE GROWTH GSCGX Goldman Sachs Capital Growth Fund- Class A
Mid-Cap Growth FRSGX Franklin Small-mid Cap Growth Fund Class A
SMALL VALUE GSSMX Goldman Sachs Small Cap Value Fund - Class A
LARGE BLEND GSSQX Goldman Sachs Structured U.s. Equity Fund -A
FIXED INCOME
Intermediate-Term Bond GCFIX Goldman Sachs Core Fixed Income Fund - Class A
Total Available Funds: 15
  • 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
World Allocation GOIAX Goldman Sachs Growth And Income Strategy Fund - A 55% 3 60 0 1.24% 8.55%
World Allocation GGSAX Goldman Sachs Growth Strategy Fund- Class A 52% 3 60 0 0.74% 11.86%
Conservative Allocation GIPAX Goldman Sachs Balanced Strategy Fund - Class A 45% 3 60 0 0.79% 5.65%
INTERNATIONAL EQUITY
WORLD STOCK OPPAX Oppenheimer Global Fund - Class A 48% 3 60 0 1.31% 22.42%
WORLD STOCK GAPAX Goldman Sachs Equity Growth Strategy Fund - A 38% 3 60 0 0.64% 14.75%
WORLD STOCK TEPLX Templeton Growth Fund Inc - Class A 38% 3 60 0 1.1% 14.39%
Foreign Large Blend GSIFX Goldman Sachs Concentrated International Equity -A 35% 3 60 0 0.93% 2.3%
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Fund - Class A 93% 3 60 0 1.18% 14.15%
Mid-Cap Growth GGOAX Goldman Sachs Growth Opportunities Fund - Class A 62% 3 60 0 1.41% 22.27%
LARGE VALUE MEIAX MFS Value Fund - Class A 54% 3 60 0 0.8% 9.45%
LARGE GROWTH GSCGX Goldman Sachs Capital Growth Fund- Class A 49% 3 60 0 0.79% 12.46%
Mid-Cap Growth FRSGX Franklin Small-mid Cap Growth Fund Class A 41% 3 60 0 0.85% 7.81%
SMALL VALUE GSSMX Goldman Sachs Small Cap Value Fund - Class A 39% 3 60 0 1.23% 21.45%
LARGE BLEND GSSQX Goldman Sachs Structured U.s. Equity Fund -A 24% 3 60 0 0.55% 12.98%
FIXED INCOME
Intermediate-Term Bond GCFIX Goldman Sachs Core Fixed Income Fund - Class A 42% 3 60 0 0.46% 3.88%
Average Expense Ratio: 0.93%
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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 for Portfolio Details or Follow 0.5% 3.9% 1.6% 2.1% 3.0% 4.2%

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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:)
The plan consists of 16 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Toyoda Gosei 401(k) Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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