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MyPlanIQ 401k Investor AVANTAIR INC. 401K PROFIT SHARING PLAN and TRUST

AVANTAIR INC. 401K PROFIT SHARING PLAN and TRUST

Investment Menu Rating:

Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OPP DEVELOPING MARKETS A
Others
World Allocation WASYX IVY ASSET STRATEGY Y
Conservative Allocation FTANX CONSERVATIVE MODEL
Aggressive Allocation FAMRX AGGRESSIVE MODEL
INTERNATIONAL EQUITY
WORLD STOCK RNPCX AMERICAN FUNDS NEW PRSPECTV R3
WORLD STOCK RSLCX AMERICAN FUNDS SMALLCAP WLD R3
WORLD STOCK RWICX AMERICAN FUNDS CAP WLD G&I R3
US EQUITY
MID-CAP VALUE VETAX VICTORY ESTABLISHED VALUE A
LARGE GROWTH FKDNX FRANKLIN DYNATECH A
SMALL VALUE SSGSX VICTORY SMALL CO. OPPORTUNTY A
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OPP DEVELOPING MARKETS A
Others
World Allocation WASYX IVY ASSET STRATEGY Y
Conservative Allocation FTANX CONSERVATIVE MODEL
Aggressive Allocation FAMRX AGGRESSIVE MODEL
Moderate Allocation FASGX MODERATE AGGRESSIVE MODEL
Conservative Allocation FFANX MODERATE CONSERVATIVE MODEL
Moderate Allocation FSANX MODERATE MODEL
Conservative Allocation FKINX FRANKLIN INCOME A
Natural Resources PGNAX PRUDENTIAL JENNISON NATURAL RE
ROOT CASH FEDERATED USTRSRY CASH RSRV IS
INTERNATIONAL EQUITY
WORLD STOCK RNPCX AMERICAN FUNDS NEW PRSPECTV R3
WORLD STOCK RSLCX AMERICAN FUNDS SMALLCAP WLD R3
WORLD STOCK RWICX AMERICAN FUNDS CAP WLD G&I R3
Foreign Large Blend RERCX AMERICAN FUNDS EUROPACIFIC R3
US EQUITY
MID-CAP VALUE VETAX VICTORY ESTABLISHED VALUE A
LARGE GROWTH FKDNX FRANKLIN DYNATECH A
SMALL VALUE SSGSX VICTORY SMALL CO. OPPORTUNTY A
Mid-Cap Growth PEEAX PRUDENTIAL JENNISON MID-CAP GR
LARGE GROWTH TCRAX AMERICAN CENTURY GROWTH A
LARGE BLEND SENCX SENTINEL COMMON STOCK A
Small Growth SAGWX SENTINEL SMALL COMPANY A
LARGE VALUE RWMCX AMERICAN FUNDS WASH MUTUAL R3
FIXED INCOME
WORLD BOND TPINX TEMPLETON GLOBAL BOND A
Intermediate-Term Bond PTTAX PIMCO TOTAL RETURN A
Intermediate Government FKUSX FRANKLIN US GOVT SECURITIES A
Total Available Funds: 25
  • 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 OPP DEVELOPING MARKETS A 64% 1 60 0 0.84% 35%
Others
World Allocation WASYX IVY ASSET STRATEGY Y 98% 1 60 0 2.19% 9.44%
Conservative Allocation FTANX CONSERVATIVE MODEL 95% 1 60 0 0.83% 3.04%
Aggressive Allocation FAMRX AGGRESSIVE MODEL 85% 1 60 0 1.23% 6.09%
Moderate Allocation FASGX MODERATE AGGRESSIVE MODEL 75% 1 60 0 0.97% 7.77%
Conservative Allocation FFANX MODERATE CONSERVATIVE MODEL 71% 1 60 0 0.57% 3.73%
Moderate Allocation FSANX MODERATE MODEL 68% 1 60 0 1.24% 6.2%
Conservative Allocation FKINX FRANKLIN INCOME A 50% 1 60 0 0.72% 5.93%
Natural Resources PGNAX PRUDENTIAL JENNISON NATURAL RE 49% 1 60 0 0.9% 1.25%
ROOT CASH FEDERATED USTRSRY CASH RSRV IS 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK RNPCX AMERICAN FUNDS NEW PRSPECTV R3 62% 1 60 0 1.47% 6.85%
WORLD STOCK RSLCX AMERICAN FUNDS SMALLCAP WLD R3 61% 1 60 0 0.66% 5.31%
WORLD STOCK RWICX AMERICAN FUNDS CAP WLD G&I R3 61% 1 60 0 0.53% 10.84%
Foreign Large Blend RERCX AMERICAN FUNDS EUROPACIFIC R3 56% 1 60 0 0.9% 13.98%
US EQUITY
MID-CAP VALUE VETAX VICTORY ESTABLISHED VALUE A 63% 1 60 0 1.65% 4.86%
LARGE GROWTH FKDNX FRANKLIN DYNATECH A 58% 1 60 0 0.45% 11.75%
SMALL VALUE SSGSX VICTORY SMALL CO. OPPORTUNTY A 57% 1 60 0 0.85% 5.78%
Mid-Cap Growth PEEAX PRUDENTIAL JENNISON MID-CAP GR 55% 1 60 0 1.08% 11.04%
LARGE GROWTH TCRAX AMERICAN CENTURY GROWTH A 51% 1 60 0 1.23% 18.4%
LARGE BLEND SENCX SENTINEL COMMON STOCK A 49% 1 60 0 0.7% 1.7%
Small Growth SAGWX SENTINEL SMALL COMPANY A 45% 1 60 0 0.81% 6.21%
LARGE VALUE RWMCX AMERICAN FUNDS WASH MUTUAL R3 33% 1 60 0 0.26% 10.06%
FIXED INCOME
WORLD BOND TPINX TEMPLETON GLOBAL BOND A 74% 1 60 0 0.96% 5.11%
Intermediate-Term Bond PTTAX PIMCO TOTAL RETURN A 65% 1 60 0 0.8% 4.32%
Intermediate Government FKUSX FRANKLIN US GOVT SECURITIES A 56% 1 60 0 1.12% 3.28%
Average Expense Ratio: 0.96%
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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 for Portfolio Details or Follow 0.3% 10.2% 2.0% 5.6% 5.4% 5.8%

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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 0.7% 1.7% -2.7% 1.3% 1.6% 2.0%

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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 25 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity and Foreign Equity.


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