MyPlanIQ 401k Investor Kansas Board of Regents Mandatory Retirement Plan ING

Kansas Board of Regents Mandatory Retirement Plan ING

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLIX ING Real Estate Fund Class I
INTERNATIONAL EQUITY
WORLD STOCK IGMIX ING Oppenheimer Global Portfolio Initial Class
Foreign Large Blend REREX EuroPacific Growth Fund Class R4
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund,Investor Shares
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund,Investor Shares
Retirement Income VTINX Vanguard Target Retirement Income Fund Investor Shares
US EQUITY
LARGE BLEND BEQGX American Century Equity Growth Fund,Advisor Class
LARGE BLEND SVSPX SSgA S&P 500 Index Fund
Small Growth IBGIX ING Baron Small Cap Growth Portfolio Initial Class
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLIX ING Real Estate Fund Class I
INTERNATIONAL EQUITY
WORLD STOCK IGMIX ING Oppenheimer Global Portfolio Initial Class
Foreign Large Blend REREX EuroPacific Growth Fund Class R4
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund,Investor Shares
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund,Investor Shares
Retirement Income VTINX Vanguard Target Retirement Income Fund Investor Shares
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund,Investor Shares
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund,Investor Shares
Moderate Allocation PAXIX Pax World Balanced Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund,Investor Shares
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund,Investor Shares
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund,Investor Shares
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund,Investor Shares
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund,Investor Shares
ROOT CASH ING Money Market Fund
US EQUITY
LARGE BLEND BEQGX American Century Equity Growth Fund,Advisor Class
LARGE BLEND SVSPX SSgA S&P 500 Index Fund
Small Growth IBGIX ING Baron Small Cap Growth Portfolio Initial Class
LARGE BLEND ANCFX Fundamental Investors,Class R4
MID-CAP VALUE CMUAX Columbia Mid-Cap Value Fund Class A
LARGE GROWTH RGAEX The Growth Fund of America Class R4
SMALL BLEND VSISX Vanguard Small-Cap Index Fund Signal Shares
Small Growth LSBAX Lord Abbett Small-Cap Blend Fund Class A
Mid-Cap Growth IFDTX ING FMR Diversified Mid Cap Portfolio Service Class
MID-CAP BLEND VMISX Vanguard Mid-Cap Index Fund Signal Shares
FIXED INCOME
Inflation-Protected Bond PRTNX PIMCO Real Return Fund Class A
Intermediate-Term Bond IIBAX ING Intermediate Bond Fund Class A
Total Available Funds: 27
  • 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
Global Real Estate IGLIX ING Real Estate Fund Class I 0% 3 60 0 1.01% 5.21%
INTERNATIONAL EQUITY
WORLD STOCK IGMIX ING Oppenheimer Global Portfolio Initial Class 85% 3 60 0 1.2% 11.25%
Foreign Large Blend REREX EuroPacific Growth Fund Class R4 57% 3 60 0 0.9% 3.74%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund,Investor Shares 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund,Investor Shares 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Fund Investor Shares 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund,Investor Shares 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund,Investor Shares 75% 3 60 0 0.08% 2.02%
Moderate Allocation PAXIX Pax World Balanced Fund 75% 3 60 0 0.65% 6.22%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund,Investor Shares 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund,Investor Shares 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund,Investor Shares 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund,Investor Shares 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund,Investor Shares 0% 3 60 0 0.17% 0%
ROOT CASH ING Money Market Fund 0% 1 60 0 NA 4.14%
US EQUITY
LARGE BLEND BEQGX American Century Equity Growth Fund,Advisor Class 96% 3 60 0 0.91% 1.11%
LARGE BLEND SVSPX SSgA S&P 500 Index Fund 75% 3 60 0 0.16% 8.53%
Small Growth IBGIX ING Baron Small Cap Growth Portfolio Initial Class 75% 3 60 0 1.39% 5.37%
LARGE BLEND ANCFX Fundamental Investors,Class R4 53% 3 60 0 0.28% 1.65%
MID-CAP VALUE CMUAX Columbia Mid-Cap Value Fund Class A 41% 3 60 0 1.13% 1.24%
LARGE GROWTH RGAEX The Growth Fund of America Class R4 39% 3 60 0 0.3% 0%
SMALL BLEND VSISX Vanguard Small-Cap Index Fund Signal Shares 0% 3 60 0 0.16% 1.67%
Small Growth LSBAX Lord Abbett Small-Cap Blend Fund Class A 0% 3 60 0 1.33% 0%
Mid-Cap Growth IFDTX ING FMR Diversified Mid Cap Portfolio Service Class 0% 3 60 0 1.04% 0%
MID-CAP BLEND VMISX Vanguard Mid-Cap Index Fund Signal Shares 0% 3 60 0 0.1% 1.26%
FIXED INCOME
Inflation-Protected Bond PRTNX PIMCO Real Return Fund Class A 59% 3 60 0 1.37% 4.04%
Intermediate-Term Bond IIBAX ING Intermediate Bond Fund Class A 39% 3 60 0 0.35% 3.1%
Average Expense Ratio: 0.51%
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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 7.3% 3.2% 3.0% 4.1% 5.8% 5.2%

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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 28 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.

Kansas Board of Regents Mandatory Retirement Plan has two plan providers: ING and TIAA-CREF. This plan is suitable to faculties and staff at the University of Kansas and other state univerisities. The investment choices are based on the information provided by this web page.



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