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MyPlanIQ 401k Investor THE EQUINOX HOLDINGS INC. 401K PLAN

THE EQUINOX HOLDINGS INC. 401K PLAN Investment Model Portfolios

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THE EQUINOX HOLDINGS, INC. 401(K) PLAN
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
Others
EQUITY FFEDX FFEDX
EQUITY FFEGX FFEGX
EQUITY FFEZX FFEZX
INTERNATIONAL EQUITY
Foreign Large Growth FIGFX Fidelity Innternational Growth
Foreign Small/Mid Blend IEGFX Invesco International Small Company R6
Foreign Large Blend FSPSX Fidelity International Idx Advg Instl
US EQUITY
LARGE VALUE VEIPX Vanguard Equity-Income Inv
Mid-Cap Growth CMGIX Blackrock Mid-Cap Growth Equity Instl
LARGE BLEND FINFX American Funds Fundamental Invs F-2
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
Others
EQUITY FFEDX FFEDX
EQUITY FFEGX FFEGX
EQUITY FFEZX FFEZX
EQUITY FFGFX FFGFX
EQUITY FFGZX FFGZX
EQUITY FFIZX FFIZX
EQUITY FFLDX FFLDX
EQUITY FFLEX FFLEX
EQUITY FFOLX FFOLX
EQUITY FFOPX FFOPX
EQUITY FFWTX FFWTX
EQUITY FIWFX FIWFX
EQUITY FIWTX FIWTX
EQUITY FFIKX FFIKX
ROOT CASH Putnam Stable Value
INTERNATIONAL EQUITY
Foreign Large Growth FIGFX Fidelity Innternational Growth
Foreign Small/Mid Blend IEGFX Invesco International Small Company R6
Foreign Large Blend FSPSX Fidelity International Idx Advg Instl
US EQUITY
LARGE VALUE VEIPX Vanguard Equity-Income Inv
Mid-Cap Growth CMGIX Blackrock Mid-Cap Growth Equity Instl
LARGE BLEND FINFX American Funds Fundamental Invs F-2
MID-CAP BLEND FSMDX Fidelity Mid Cap Idx Advtg Instl
LARGE BLEND FXAIX Fidelity 500 Index Advtg Instl
LARGE GROWTH JLGMX JP Morgan Large Cap Growth R6
SMALL BLEND FSSNX Fidelity Small Cap Idx Advtg Instl
MID-CAP VALUE VEVIX Victory Established Value I
REAL ESTATE
REAL ESTATE FSRNX Fidelity Real Estate Index Instl
FIXED INCOME
WORLD BOND ANAYX AllianceBern Global Bond Adv
Intermediate-Term Bond WATFX Western Asset Core Bond I
Inflation-Protected Bond DIPSX DFA Inflation-Protected Securities I
Intermediate-Term Bond FXNAX Fidelity US Bond Index Advantage Instl
Multisector Bond PONAX PIMCO Income A
Total Available Funds: 33
  • 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 RNWGX American Funds New World R6 41% 1 60 0 1.03% 6.6%
Others
EQUITY FFEDX FFEDX 83% 1 60 0 0.06% 4.87%
EQUITY FFEGX FFEGX 83% 1 60 0 0.06% 3.54%
EQUITY FFEZX FFEZX 83% 1 60 0 0.12% 3.05%
EQUITY FFGFX FFGFX 83% 1 60 0 0.12% 3.5%
EQUITY FFGZX FFGZX 83% 1 60 0 0.06% 3.43%
EQUITY FFIZX FFIZX 83% 1 60 0 0.12% 2.74%
EQUITY FFLDX FFLDX 83% 1 60 0 0.12% 2.15%
EQUITY FFLEX FFLEX 83% 1 60 0 0.06% 2.16%
EQUITY FFOLX FFOLX 83% 1 60 0 0.06% 2.42%
EQUITY FFOPX FFOPX 83% 1 60 0 0.12% 2.24%
EQUITY FFWTX FFWTX 83% 1 60 0 0.06% 4.04%
EQUITY FIWFX FIWFX 82% 1 60 0 0.06% 5.24%
EQUITY FIWTX FIWTX 82% 1 60 0 0.06% 6.34%
EQUITY FFIKX FFIKX 19% 1 60 0 0.08% 2.12%
ROOT CASH Putnam Stable Value 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Growth FIGFX Fidelity Innternational Growth 72% 1 60 0 0.89% 3.54%
Foreign Small/Mid Blend IEGFX Invesco International Small Company R6 5% 1 60 0 2.23% 13.43%
Foreign Large Blend FSPSX Fidelity International Idx Advg Instl 5% 1 60 0 0.03% 3.4%
US EQUITY
LARGE VALUE VEIPX Vanguard Equity-Income Inv 99% 1 60 2 0.27% 11.19%
Mid-Cap Growth CMGIX Blackrock Mid-Cap Growth Equity Instl 82% 1 60 0 1.05% 17.4%
LARGE BLEND FINFX American Funds Fundamental Invs F-2 64% 1 60 0 0.28% 9.34%
MID-CAP BLEND FSMDX Fidelity Mid Cap Idx Advtg Instl 4% 1 60 0 0.03% 1.19%
LARGE BLEND FXAIX Fidelity 500 Index Advtg Instl 4% 1 60 0 0.02% 1.32%
LARGE GROWTH JLGMX JP Morgan Large Cap Growth R6 3% 1 60 0 0.69% 11.25%
SMALL BLEND FSSNX Fidelity Small Cap Idx Advtg Instl 2% 1 60 0 0.03% 1.28%
MID-CAP VALUE VEVIX Victory Established Value I 2% 1 60 0 1.65% 5.19%
REAL ESTATE
REAL ESTATE FSRNX Fidelity Real Estate Index Instl 14% 1 60 0 0.07% 2.75%
FIXED INCOME
WORLD BOND ANAYX AllianceBern Global Bond Adv 82% 1 60 0 0.55% 3.4%
Intermediate-Term Bond WATFX Western Asset Core Bond I 77% 1 60 0 0.42% 3.92%
Inflation-Protected Bond DIPSX DFA Inflation-Protected Securities I 74% 1 60 0 0.11% 3.26%
Intermediate-Term Bond FXNAX Fidelity US Bond Index Advantage Instl 31% 1 60 0 0.03% 3.76%
Multisector Bond PONAX PIMCO Income A 12% 1 60 0 0.51% 5.51%
Average Expense Ratio: 0.35%
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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% 8.5% 1.8% 4.7% 5.7% 7.2%

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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 -2.6% -4.1% -0.9% 4.1% 4.6% 7.1%

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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 for Portfolio Details or Follow 4.2% 19.9% 11.2% 4.2% 7.3% 7.1%

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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 19 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, US Equity, Emerging Market Equity and REITs.


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