MyPlanIQ MACKIN EDUCATIONAL RESOURCES 401K RETIREMENT SAVINGS PLAN

MACKIN EDUCATIONAL RESOURCES 401K RETIREMENT SAVINGS PLAN Investment Model Portfolios

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MACKIN EDUCATIONAL RESOURCES 401(K) RETIREMENT SAVINGS PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Retirement Income FFFAX FID FREEDOM INCOME
US EQUITY
LARGE GROWTH FFIDX FID FUND
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I
LARGE GROWTH RGAEX AF GRTH FUND AMER R4
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Target Date 2046-2050 FFFHX FID FREEDOM 2050
Target Date 2000-2010 FFFCX FID FREEDOM 2010
Target Date 2041-2045 FFFGX FID FREEDOM 2045
Target Date 2000-2010 FFFVX FID FREEDOM 2005
Target Date 2051+ FDEEX FID FREEDOM 2055
Target Date 2000-2010 FFFBX FID FREEDOM 2000
US EQUITY
LARGE GROWTH FFIDX FID FUND
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I
LARGE GROWTH RGAEX AF GRTH FUND AMER R4
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Total Available Funds: 19
  • 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
REAL ESTATE
REAL ESTATE FRESX FID REAL ESTATE INVS 96% 3 60 0 0.72% 1.14%
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020 98% 3 60 0 0.58% 0.28%
Target Date 2011-2015 FFVFX FID FREEDOM 2015 98% 3 60 0 0.54% 0.38%
Retirement Income FFFAX FID FREEDOM INCOME 98% 3 60 0 0.42% 1.55%
Target Date 2026-2030 FFFEX FID FREEDOM 2030 95% 3 60 0 0.66% 0.16%
Target Date 2036-2040 FFFFX FID FREEDOM 2040 95% 3 60 0 0.64% 2.38%
Target Date 2021-2025 FFTWX FID FREEDOM 2025 95% 3 60 0 0.34% 0.2%
Target Date 2031-2035 FFTHX FID FREEDOM 2035 95% 3 60 0 0.7% 0.09%
Target Date 2046-2050 FFFHX FID FREEDOM 2050 94% 3 60 0 0.75% 0%
Target Date 2000-2010 FFFCX FID FREEDOM 2010 92% 3 60 0 0.49% 0.37%
Target Date 2041-2045 FFFGX FID FREEDOM 2045 91% 3 60 0 0.75% 0%
Target Date 2000-2010 FFFVX FID FREEDOM 2005 87% 3 60 0 0.42% 3.37%
Target Date 2051+ FDEEX FID FREEDOM 2055 74% 3 60 0 0.65% 0%
Target Date 2000-2010 FFFBX FID FREEDOM 2000 0% 3 60 0 0.44% 6.09%
US EQUITY
LARGE GROWTH FFIDX FID FUND 100% 3 60 0 0.46% 0%
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I 80% 3 60 0 0.74% 0%
LARGE GROWTH RGAEX AF GRTH FUND AMER R4 39% 3 60 0 0.3% 0.41%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 3 60 0 0.07% 4.47%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 96% 3 60 0 0.83% 3.2%
Average Expense Ratio: 0.55%
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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
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