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MyPlanIQ 401k Investor OptionsXpress Inc. 401(k) Plan

OptionsXpress Inc. 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PEMRX PIONEER EMERGING MARKE
Others
World Allocation MALOX BLACKROCK GLOBAL ALLOC
Health HGHAX THE HARTFORD GLOBAL HE
Target Date 2036-2040 RRTDX T. ROWE PRICE RETIREME 2040
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH GWX SSGA S & P 500 FLAGSHIP
Foreign Large Blend TIVRX THORNBURG INTERNATIONA
Foreign Large Growth JDIRX JANUS OVERSEAS
US EQUITY
MID-CAP BLEND MDY SSGA S & P MC NL SERIES
SMALL BLEND IWM SSGA RUSSELL 2000 INDE
SMALL BLEND LRSYX LORD ABBETT SMALL-CAP
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PEMRX PIONEER EMERGING MARKE
Others
World Allocation MALOX BLACKROCK GLOBAL ALLOC
Health HGHAX THE HARTFORD GLOBAL HE
Target Date 2036-2040 RRTDX T. ROWE PRICE RETIREME 2040
Target Date 2026-2030 RRTCX T. ROWE PRICE RETIREME 2030
Target Date 2016-2020 RRTBX T. ROWE PRICE RETIREME 2020
Target Date 2050+ RRTFX T. ROWE PRICE RETIREMEN 2050
Natural Resources IGNVX IVY GLOBAL NATURAL RES
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH GWX SSGA S & P 500 FLAGSHIP
Foreign Large Blend TIVRX THORNBURG INTERNATIONA
Foreign Large Growth JDIRX JANUS OVERSEAS
US EQUITY
MID-CAP BLEND MDY SSGA S & P MC NL SERIES
SMALL BLEND IWM SSGA RUSSELL 2000 INDE
SMALL BLEND LRSYX LORD ABBETT SMALL-CAP
Small Growth SBPYX LM CLEARBRIDGE SC GROW
MID-CAP VALUE CMVIX BLACKROCK MID CAP VAL
LARGE GROWTH RGAFX AMERICAN FUNDS GROWTH
Mid-Cap Growth THGRX THORBURG CORE GROWTH
LARGE GROWTH JDCRX JANUS FORTY
LARGE GROWTH ACAAX ALGER CAPITAL APPRECIA
SMALL VALUE FVFRX FRANKLIN SMALL CAP VAL
MID-CAP BLEND FLSAX FIDELITY ADVISOR LEVER
LARGE VALUE ERSTX EATON VANCE LARGE-CAP
LARGE BLEND NYVRX DAVIS NEW YORK VENTURE
LARGE GROWTH HGWUX THE HARTFORD GROWTH
FIXED INCOME
Intermediate Government GSOIX GOLDMAN SACHS GOVERNME
WORLD BOND OIBAX OPPENHEIMER INTERNATIO
Multisector Bond FKSRX FRANKLIN STRATEGIC INC
Total Available Funds: 28
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS PEMRX PIONEER EMERGING MARKE 0% 3 60 0 2.2% 0%
Others
World Allocation MALOX BLACKROCK GLOBAL ALLOC 90% 3 60 0 0.84% 9.44%
Health HGHAX THE HARTFORD GLOBAL HE 79% 3 60 0 1.01% 4.35%
Target Date 2036-2040 RRTDX T. ROWE PRICE RETIREME 2040 65% 3 60 0 0.6% 4.37%
Target Date 2026-2030 RRTCX T. ROWE PRICE RETIREME 2030 63% 3 60 0 1.08% 5.62%
Target Date 2016-2020 RRTBX T. ROWE PRICE RETIREME 2020 60% 3 60 0 0.78% 5.92%
Target Date 2050+ RRTFX T. ROWE PRICE RETIREMEN 2050 59% 3 60 0 0.63% 4.03%
Natural Resources IGNVX IVY GLOBAL NATURAL RES 0% 3 60 0 NA 0.38%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH GWX SSGA S & P 500 FLAGSHIP 97% 3 60 0 0.4% 3.26%
Foreign Large Blend TIVRX THORNBURG INTERNATIONA 93% 3 60 0 1.16% 3.91%
Foreign Large Growth JDIRX JANUS OVERSEAS 32% 3 60 0 2.06% 0.78%
US EQUITY
MID-CAP BLEND MDY SSGA S & P MC NL SERIES 100% 3 60 0 0.24% 1.29%
SMALL BLEND IWM SSGA RUSSELL 2000 INDE 99% 3 60 0 0.19% 1.23%
SMALL BLEND LRSYX LORD ABBETT SMALL-CAP 92% 3 60 0 1.43% 5.27%
Small Growth SBPYX LM CLEARBRIDGE SC GROW 91% 3 60 0 0.9% 16.9%
MID-CAP VALUE CMVIX BLACKROCK MID CAP VAL 88% 3 60 0 0.87% 7.47%
LARGE GROWTH RGAFX AMERICAN FUNDS GROWTH 75% 3 60 0 0.63% 11.46%
Mid-Cap Growth THGRX THORBURG CORE GROWTH 74% 3 60 0 1.36% 0%
LARGE GROWTH JDCRX JANUS FORTY 62% 3 60 0 1.64% 16.37%
LARGE GROWTH ACAAX ALGER CAPITAL APPRECIA 62% 3 60 0 1.27% 11.23%
SMALL VALUE FVFRX FRANKLIN SMALL CAP VAL 52% 3 60 0 1.42% 8.24%
MID-CAP BLEND FLSAX FIDELITY ADVISOR LEVER 50% 3 60 0 0.66% 16.8%
LARGE VALUE ERSTX EATON VANCE LARGE-CAP 46% 3 60 0 1.27% 6.11%
LARGE BLEND NYVRX DAVIS NEW YORK VENTURE 41% 3 60 0 1.75% 11.98%
LARGE GROWTH HGWUX THE HARTFORD GROWTH 0% 3 60 0 0.9% 12.2%
FIXED INCOME
Intermediate Government GSOIX GOLDMAN SACHS GOVERNME 73% 3 60 0 1.06% 3.22%
WORLD BOND OIBAX OPPENHEIMER INTERNATIO 71% 3 60 0 0.71% 4.3%
Multisector Bond FKSRX FRANKLIN STRATEGIC INC 60% 3 60 0 0.52% 3.8%
Average Expense Ratio: 1.02%
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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 11.6% 13.2% 3.4% 6.4% 8.8% 7.2%

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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:OXPS)
The plan consists of 31 funds. It covers 4 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.

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



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