MyPlanIQ 401k Investor Audrik Inc 401K Profit Sharing Plan & Trust

Audrik Inc 401K Profit Sharing Plan & Trust Investment Model Portfolios

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AUDRIK INC 401K PROFIT SHARING PLAN & TRUST
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX Oppenheimer Developing Markets N
INTERNATIONAL EQUITY
Foreign Large Value RRIGX T. Rowe Price International Growth & Income R
Foreign Large Growth JDIRX Janus Overseas Fund R
Others
World Allocation MRLOX BlackRock Global Allocation R
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R
US EQUITY
LARGE BLEND SVSPX SSgA S&P 500 Index Securities Lending Series IX
LARGE VALUE MRDVX BlackRock Equity Dividend R
Mid-Cap Growth JDERX Prudential Jennison Mid-Cap Growth R
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX Oppenheimer Developing Markets N
INTERNATIONAL EQUITY
Foreign Large Value RRIGX T. Rowe Price International Growth & Income R
Foreign Large Growth JDIRX Janus Overseas Fund R
Others
World Allocation MRLOX BlackRock Global Allocation R
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 R
Target Date 2046-2050 RRTFX T. Rowe Price Retirement 2050 R
Natural Resources JNRRX Prudential Jennison Natural Resources R
Retirement Income RRTIX T. Rowe Price Retirement Income R
EQUITY PRECIOUS METALS OGMNX Oppenheimer Gold & Special Minerals N
ROOT CASH SSgA Cash Series US Government L
US EQUITY
LARGE BLEND SVSPX SSgA S&P 500 Index Securities Lending Series IX
LARGE VALUE MRDVX BlackRock Equity Dividend R
Mid-Cap Growth JDERX Prudential Jennison Mid-Cap Growth R
SMALL VALUE FVFRX Franklin Small Cap Value Fund R
LARGE GROWTH FGSRX Franklin Growth Fund R
LARGE BLEND LAVRX Lord Abbett Fundamental Equity R3
Small Growth LADRX Lord Abbett Developing Growth R3
MID-CAP BLEND FMCYX Nuveen Mid Cap Index Fund R3
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return Fund R
Intermediate Government PGVRX Putnam U.S. Government Income Trust R
Total Available Funds: 23
  • 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 ODVNX Oppenheimer Developing Markets N 63% 3 60 0 0.84% 0%
INTERNATIONAL EQUITY
Foreign Large Value RRIGX T. Rowe Price International Growth & Income R 43% 3 60 0 0% 2.12%
Foreign Large Growth JDIRX Janus Overseas Fund R 32% 3 60 0 2.06% 0.96%
Others
World Allocation MRLOX BlackRock Global Allocation R 73% 3 60 0 0.84% 1.01%
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R 66% 3 60 0 0.99% 0%
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R 65% 3 60 0 0.6% 0%
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R 63% 3 60 0 1.08% 1.82%
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 R 60% 3 60 0 0.78% 0%
Target Date 2046-2050 RRTFX T. Rowe Price Retirement 2050 R 59% 3 60 0 0.63% 0.97%
Natural Resources JNRRX Prudential Jennison Natural Resources R 49% 3 60 0 0.9% 0.65%
Retirement Income RRTIX T. Rowe Price Retirement Income R 42% 3 60 0 0.49% 1.59%
EQUITY PRECIOUS METALS OGMNX Oppenheimer Gold & Special Minerals N 27% 3 60 0 1.31% 0.85%
ROOT CASH SSgA Cash Series US Government L 0% 0 60 0 NA 5.5%
US EQUITY
LARGE BLEND SVSPX SSgA S&P 500 Index Securities Lending Series IX 75% 3 60 0 0.16% 0.68%
LARGE VALUE MRDVX BlackRock Equity Dividend R 55% 3 60 0 1% 9.53%
Mid-Cap Growth JDERX Prudential Jennison Mid-Cap Growth R 54% 3 60 0 1.08% 0%
SMALL VALUE FVFRX Franklin Small Cap Value Fund R 52% 3 60 0 1.42% 0%
LARGE GROWTH FGSRX Franklin Growth Fund R 50% 3 60 0 0.46% 0%
LARGE BLEND LAVRX Lord Abbett Fundamental Equity R3 10% 3 60 0 0.63% 0.67%
Small Growth LADRX Lord Abbett Developing Growth R3 9% 3 60 0 0.59% 0%
MID-CAP BLEND FMCYX Nuveen Mid Cap Index Fund R3 0% 3 60 0 1.01% 10.23%
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return Fund R 65% 3 60 0 0.8% 2.82%
Intermediate Government PGVRX Putnam U.S. Government Income Trust R 34% 3 60 0 1.17% 6.09%
Average Expense Ratio: 0.86%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.6% 2.4% 1.1% 11.7% 7.5% 6.9%

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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 for Portfolio Details or Follow 0.6% 4.3% -1.4% 14.3% 8.2% 7.5%

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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 1.4% 6.0% 3.0% 4.5% 4.8% 5.8%

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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:)
The plan consists of 23 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.

This plan was created upon a user's request. 


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