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MyPlanIQ MUSTANG ENGINEERING 401K PLAN

MUSTANG ENGINEERING 401K PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
MUSTANG ENGINEERING 401K PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation MSFRX MFS Series Trust V: MFS Total Return Fund; Class A Shares
Equity Energy IENAX AIM Sector Funds (Invesco Sector Funds): Invesco Energy Fund; Class A Shares
INTERNATIONAL EQUITY
Foreign Large Blend MRSIX MFS Series Trust I: MFS Research International Fund; Class I Shares
Foreign Large Blend MRSAX MFS Series Trust I: MFS Research International Fund; Class A Shares
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL BLEND RYSEX Royce Fund: Royce Special Equity Fund; Investment Class Shares
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Emerging Markets Bond MEDIX MFS Series Trust X: MFS Emerging Markets Debt Fund; Class I Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation MSFRX MFS Series Trust V: MFS Total Return Fund; Class A Shares
Equity Energy IENAX AIM Sector Funds (Invesco Sector Funds): Invesco Energy Fund; Class A Shares
INTERNATIONAL EQUITY
Foreign Large Blend MRSIX MFS Series Trust I: MFS Research International Fund; Class I Shares
Foreign Large Blend MRSAX MFS Series Trust I: MFS Research International Fund; Class A Shares
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL BLEND RYSEX Royce Fund: Royce Special Equity Fund; Investment Class Shares
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund
Mid-Cap Growth BGRFX Baron Investment Funds Trust: Baron Growth Fund; Retail Shares
MID-CAP VALUE IMCVX ING Equity Trust: ING Mid Cap Value Fund; Class I Shares
LARGE BLEND VIFSX Vanguard Index Funds: Vanguard 500 Index Fund; Signal Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Emerging Markets Bond MEDIX MFS Series Trust X: MFS Emerging Markets Debt Fund; Class I Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Emerging Markets Bond MEDAX MFS Series Trust X: MFS Emerging Markets Debt Fund; Class A 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
Others
Moderate Allocation MSFRX MFS Series Trust V: MFS Total Return Fund; Class A Shares 45% 3 60 0 0.39% 8.98%
Equity Energy IENAX AIM Sector Funds (Invesco Sector Funds): Invesco Energy Fund; Class A Shares 25% 3 60 0 0.92% 2.43%
INTERNATIONAL EQUITY
Foreign Large Blend MRSIX MFS Series Trust I: MFS Research International Fund; Class I Shares 90% 3 60 0 0.75% 5.38%
Foreign Large Blend MRSAX MFS Series Trust I: MFS Research International Fund; Class A Shares 47% 3 60 0 0.75% 5.35%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.18%
SMALL BLEND RYSEX Royce Fund: Royce Special Equity Fund; Investment Class Shares 93% 3 60 0 2.24% 12.38%
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund 87% 3 60 0 1.29% 6.39%
Mid-Cap Growth BGRFX Baron Investment Funds Trust: Baron Growth Fund; Retail Shares 40% 3 60 0 1.3% 15.52%
MID-CAP VALUE IMCVX ING Equity Trust: ING Mid Cap Value Fund; Class I Shares 6% 3 60 0 0.78% 8.91%
LARGE BLEND VIFSX Vanguard Index Funds: Vanguard 500 Index Fund; Signal Shares 0% 3 60 0 0.05% 2.09%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.63%
Emerging Markets Bond MEDIX MFS Series Trust X: MFS Emerging Markets Debt Fund; Class I Shares 91% 3 60 0 1.8% 5.45%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.32%
Emerging Markets Bond MEDAX MFS Series Trust X: MFS Emerging Markets Debt Fund; Class A Shares 10% 3 60 0 1.8% 5.16%
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*
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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 to Create Model Portfolio

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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 investment options have not been imported yet.


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