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MyPlanIQ THE GREENSPUN CORPORATION 401K PLAN

THE GREENSPUN CORPORATION 401K PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
THE GREENSPUN CORPORATION 401(K) PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
WORLD STOCK RNPGX New Perspective Fund; Class R-6 Shares
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
MID-CAP VALUE ARTQX Artisan Partners Funds
REAL ESTATE
Global Real Estate PURZX Prudential Global Real Estate Z
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond NERYX Natixis Funds Trust I: Loomis Sayles Core Plus Bond Fund; Class Y Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
WORLD STOCK RNPGX New Perspective Fund; Class R-6 Shares
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
MID-CAP VALUE ARTQX Artisan Partners Funds
Small Growth JISGX JPMorgan Small Cap Growth Inst
SMALL VALUE NOSGX Northern Funds: Small Cap Value Fund
LARGE BLEND SWPPX Schwab S&P 500 Index
Mid-Cap Growth MACGX Morgan Stanley Inst Mid Cap Growth
Small Growth PGSGX JPMorgan Trust II: JPMorgan Small Cap Growth Fund; Class A Shares
LARGE GROWTH RGRDX John Hancock Funds III: Rainier Growth Fund; Class ADV Shares
REAL ESTATE
Global Real Estate PURZX Prudential Global Real Estate Z
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond NERYX Natixis Funds Trust I: Loomis Sayles Core Plus Bond Fund; Class Y Shares
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
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 1.39%
WORLD STOCK RNPGX New Perspective Fund; Class R-6 Shares 32% 3 60 0 1.47% 7.21%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.09%
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund 93% 3 60 0 1.01% 0%
MID-CAP VALUE ARTQX Artisan Partners Funds 91% 3 60 0 1.05% 7.14%
Small Growth JISGX JPMorgan Small Cap Growth Inst 89% 3 60 0 1.24% 6.5%
SMALL VALUE NOSGX Northern Funds: Small Cap Value Fund 88% 3 60 0 1% 36.06%
LARGE BLEND SWPPX Schwab S&P 500 Index 78% 3 60 0 0.02% 0.21%
Mid-Cap Growth MACGX Morgan Stanley Inst Mid Cap Growth 60% 3 60 0 1.03% 0%
Small Growth PGSGX JPMorgan Trust II: JPMorgan Small Cap Growth Fund; Class A Shares 49% 3 60 0 1.24% 7.81%
LARGE GROWTH RGRDX John Hancock Funds III: Rainier Growth Fund; Class ADV Shares 0% 3 60 0 1.14% 4.77%
REAL ESTATE
Global Real Estate PURZX Prudential Global Real Estate Z 92% 3 60 0 2.18% 2.3%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond NERYX Natixis Funds Trust I: Loomis Sayles Core Plus Bond Fund; Class Y Shares 89% 3 60 0 0.74% 4.18%
Average Expense Ratio: 1%
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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*
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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
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