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MyPlanIQ 401k Investor Commercial Data Systems 401K Hartford

Commercial Data Systems 401K Hartford

This Plan is unrated.
Investment Options
Total Available Funds: 38
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
Others
World Allocation MDLOX BlackRock Global Allocation A
Moderate Allocation FGTIX Franklin Templeton Growth Target A
Target Date 2026-2030 JSMAX JPMorgan SmartRetirement 2030 A
INTERNATIONAL EQUITY
WORLD STOCK TEDIX Mutual Global Discovery A
Foreign Large Blend THVRX Thornburg International Value R4
REAL ESTATE
REAL ESTATE OREAX Oppenheimer Real Estate A
US EQUITY
Small Growth LAGWX Lord Abbett Developing Growth A
MID-CAP VALUE ACLAX American Century Mid Cap Value Adv
Mid-Cap Growth PEEAX Jennison Mid Cap Growth A
Total Available Funds: 38
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
Others
World Allocation MDLOX BlackRock Global Allocation A
Moderate Allocation FGTIX Franklin Templeton Growth Target A
Target Date 2026-2030 JSMAX JPMorgan SmartRetirement 2030 A
Target Date 2036-2040 SMTAX JPMorgan SmartRetirement 2040 A
Target Date 2016-2020 JTTAX JPMorgan SmartRetirement 2020 A
Conservative Allocation FTCIX Franklin Templeton Cnsrv Target A
Moderate Allocation FMTIX Franklin Templeton Moderate Target A
Target Date 2050+ JTSAX JTSAX
Target Date 2031-2035 SRJAX JPMorgan SmartRetirement 2035 A
Target Date 2021-2025 JNSAX JPMorgan SmartRetirement 2025 A
Technology WSTYX Ivy Science & Technology Y
Target Date 2041-2045 JSAAX JSAAX
Utilities MMUHX MFS Utilities R3
Natural Resources IGNYX Ivy Global Natural Resources Y
Retirement Income JSRAX JPMorgan SmartRetirement Income A
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals A
Target Date 2011-2015 JSFAX JPMorgan SmartRetirement 2015 A
Target Date 2000-2010 JSWAX JPMorgan SmartRetirement 2010 A
INTERNATIONAL EQUITY
WORLD STOCK TEDIX Mutual Global Discovery A
Foreign Large Blend THVRX Thornburg International Value R4
REAL ESTATE
REAL ESTATE OREAX Oppenheimer Real Estate A
US EQUITY
Small Growth LAGWX Lord Abbett Developing Growth A
MID-CAP VALUE ACLAX American Century Mid Cap Value Adv
Mid-Cap Growth PEEAX Jennison Mid Cap Growth A
LARGE BLEND LDFVX Lord Abbett Fundamental Equity A
SMALL BLEND SASVX RidgeWorth Small Cap Value Equity A
LARGE VALUE TWEAX American Century Equity Income A
LARGE GROWTH PTWAX Jennison 20/20 Focus A
LARGE BLEND HBIDX Hartford Index HLS IB
MID-CAP BLEND FDXAX First American Mid Cap Index A
SMALL BLEND FMDAX First American Small Cap Index A
FIXED INCOME
WORLD BOND TPINX Templeton Global Bond A
Intermediate-Term Bond PTTAX PIMCO Total Return A
Multisector Bond FRSTX Franklin Strategic Income A
High Yield Bond PHYIX Putnam High Yield Advantage A
Inflation-Protected Bond PRTNX PIMCO Real Return A
SHORT GOVERNMENT STABLEVALUE STABLEVALUE
Total Available Funds: 38
  • 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 ODMAX Oppenheimer Developing Markets A 64% 3 60 0 0.84% 35%
Others
World Allocation MDLOX BlackRock Global Allocation A 74% 3 60 0 0.84% 9.33%
Moderate Allocation FGTIX Franklin Templeton Growth Target A 72% 3 60 0 0.89% 9.31%
Target Date 2026-2030 JSMAX JPMorgan SmartRetirement 2030 A 69% 3 60 0 0.64% 5.87%
Target Date 2036-2040 SMTAX JPMorgan SmartRetirement 2040 A 68% 3 60 0 0.67% 5.9%
Target Date 2016-2020 JTTAX JPMorgan SmartRetirement 2020 A 64% 3 60 0 0.62% 5.4%
Conservative Allocation FTCIX Franklin Templeton Cnsrv Target A 64% 3 60 0 0.61% 5.51%
Moderate Allocation FMTIX Franklin Templeton Moderate Target A 62% 3 60 0 0.6% 8.62%
Target Date 2050+ JTSAX JTSAX 58% 3 60 0 0.67% 5.34%
Target Date 2031-2035 SRJAX JPMorgan SmartRetirement 2035 A 51% 3 60 0 0.51% 5.96%
Target Date 2021-2025 JNSAX JPMorgan SmartRetirement 2025 A 49% 3 60 0 0.63% 7.15%
Technology WSTYX Ivy Science & Technology Y 48% 3 60 0 0.96% 16.53%
Target Date 2041-2045 JSAAX JSAAX 48% 3 60 0 0.67% 5.46%
Utilities MMUHX MFS Utilities R3 45% 3 60 0 1% 4%
Natural Resources IGNYX Ivy Global Natural Resources Y 42% 3 60 0 1.08% 0%
Retirement Income JSRAX JPMorgan SmartRetirement Income A 41% 3 60 0 0.86% 4.88%
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals A 29% 3 60 0 1.31% 0.69%
Target Date 2011-2015 JSFAX JPMorgan SmartRetirement 2015 A 0% 3 60 0 0.91% 1.52%
Target Date 2000-2010 JSWAX JPMorgan SmartRetirement 2010 A 0% 3 60 0 0.86% 2.66%
INTERNATIONAL EQUITY
WORLD STOCK TEDIX Mutual Global Discovery A 57% 3 60 0 1.45% 10.86%
Foreign Large Blend THVRX Thornburg International Value R4 26% 3 60 0 1.36% 3.89%
REAL ESTATE
REAL ESTATE OREAX Oppenheimer Real Estate A 0% 3 60 0 1.34% 4.71%
US EQUITY
Small Growth LAGWX Lord Abbett Developing Growth A 61% 3 60 0 0.59% 0%
MID-CAP VALUE ACLAX American Century Mid Cap Value Adv 59% 3 60 0 0% 13.31%
Mid-Cap Growth PEEAX Jennison Mid Cap Growth A 55% 3 60 0 1.08% 11.04%
LARGE BLEND LDFVX Lord Abbett Fundamental Equity A 54% 3 60 0 0.63% 8.52%
SMALL BLEND SASVX RidgeWorth Small Cap Value Equity A 47% 3 60 0 1.46% 0.67%
LARGE VALUE TWEAX American Century Equity Income A 43% 3 60 0 0.59% 9.99%
LARGE GROWTH PTWAX Jennison 20/20 Focus A 0% 3 60 0 1.2% 39.11%
LARGE BLEND HBIDX Hartford Index HLS IB 0% 3 60 0 0.58% 0%
MID-CAP BLEND FDXAX First American Mid Cap Index A 0% 3 60 0 0.76% 10.42%
SMALL BLEND FMDAX First American Small Cap Index A 0% 3 60 0 0.83% 10.18%
FIXED INCOME
WORLD BOND TPINX Templeton Global Bond A 74% 3 60 0 0.96% 5.11%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.32%
Multisector Bond FRSTX Franklin Strategic Income A 63% 3 60 0 0.52% 4.05%
High Yield Bond PHYIX Putnam High Yield Advantage A 60% 3 60 0 1.79% 5.66%
Inflation-Protected Bond PRTNX PIMCO Real Return A 58% 3 60 0 1.37% 2.99%
SHORT GOVERNMENT STABLEVALUE STABLEVALUE 16% 3 60 0 NA 20.17%
Average Expense Ratio: 0.88%
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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 1.5% 16.4% 11.7% 10.3% 5.3% 6.0%

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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
The plan consists of 38 funds. It covers 5 major asset classes and 35 minor asset classes. The major asset classes it covers are REITs, Emerging Market Equity, Foreign Equity, US Equity and Fixed Income.

 

Effectively next month (7/2011), the original Commercial Data Systems 401K plan will be changed to this plan based on a user's info:

We are moving our 401k at Commercial Data Systems to The Hartford from John Hancock effective for the 1st of net month.



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