MyPlanIQ
401k Investor
NADART (Auto Dealers) Retirement Plan
Investment Options
Total Available Funds: | 17 |
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Total Available Funds: | 17 |
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Total Available Funds: | 17 |
- 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 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.73%
* If you find the above investment options have changed, please
email us the latest change or directly
Modify Investment Options
after you login
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* |
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Click for Portfolio Details or Follow | 2.9% | 9.1% | 1.9% | 6.8% | 5.7% | 8.0% | |
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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* |
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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.
** 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 29 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.
NADART provides and administers 401(k), pension and profit-sharing plans and has done so since 1957. Approximately 2,300 automobile dealers and 110,000 participants use NADART for their retirement plan needs. Due to increased capacity, we have recently expanded our scope to offer our retirement plans and complete plan administration services to companies other than NADA members.
The latest plan investment options are based on NADART 2009 Retirement Plan Annual Report.