MyPlanIQ 401k Investor Zebra Intelligence 401k Plan

Zebra Intelligence 401k Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities
REAL ESTATE DFREX DFA Real Estate Securities I
US Real Estate VGSLX Vanguard REIT Index Adm
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Mkts Stock Idx Adm
INTERNATIONAL EQUITY
Foreign Large Blend DFALX DFA Large Cap International I
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Others
ROOT CASH VMFXX Vanguard Money Market
FIXED INCOME
Inflation-Protected Bond VTAPX Vanguard Short-Term Inflation-Protected Securities Index
Intermediate Government VFIJX Vanguard GNMA Adm
Intermediate-Term Bond DFTEX DFA Intermediate-Term Extnd Qlty Instl
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities
REAL ESTATE DFREX DFA Real Estate Securities I
US Real Estate VGSLX Vanguard REIT Index Adm
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Mkts Stock Idx Adm
INTERNATIONAL EQUITY
Foreign Large Blend DFALX DFA Large Cap International I
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Others
ROOT CASH VMFXX Vanguard Money Market
FIXED INCOME
Inflation-Protected Bond VTAPX Vanguard Short-Term Inflation-Protected Securities Index
Intermediate Government VFIJX Vanguard GNMA Adm
Intermediate-Term Bond DFTEX DFA Intermediate-Term Extnd Qlty Instl
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm
WORLD BOND VTABX Vanguard Total Intl Bd Idx Admiral
Short-Term Bond VFSUX Vanguard Short-Term Investment-Grade Adm
Short-Term Bond VSCSX Vanguard Short-Term Corp Bd Idx Signal
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
WORLD BOND DWFIX DFA World ex US Government Fxd Inc Instl
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
US EQUITY
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity Inv
LARGE BLEND VFIAX Vanguard 500 Index Admiral
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral
LARGE GROWTH VIGAX Vanguard Growth Index Adm
LARGE VALUE VEIRX Vanguard Equity-Income Adm
LARGE VALUE VVIAX Vanguard Value Index Adm
LARGE BLEND VFTAX Vanguard FTSE Social Index Admiral
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
MID-CAP VALUE VMVAX Vanguard Mid-Cap Value Index Admiral
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm
SMALL BLEND VTMSX Vanguard Tax-Managed Small Cap Adm
LARGE BLEND TRPSX TIAA-CREF Social Choice Eq Premier
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm
Total Available Funds: 31
  • 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 DFGEX DFA Global Real Estate Securities 74% 1 60 0 0.22% 3.4%
REAL ESTATE DFREX DFA Real Estate Securities I 65% 1 60 0 0.18% 3.25%
US Real Estate VGSLX Vanguard REIT Index Adm 51% 1 60 0 0.12% 4.08%
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Mkts Stock Idx Adm 62% 1 60 0 0.08% 3.53%
INTERNATIONAL EQUITY
Foreign Large Blend DFALX DFA Large Cap International I 87% 1 60 0 0.17% 3.33%
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm 66% 1 60 0 0.05% 3.09%
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral 38% 1 60 0 0.07% 3.3%
Others
ROOT CASH VMFXX Vanguard Money Market 0% 0 60 0 NA 4.14%
FIXED INCOME
Inflation-Protected Bond VTAPX Vanguard Short-Term Inflation-Protected Securities Index 94% 1 60 0 0.04% 3.8%
Intermediate Government VFIJX Vanguard GNMA Adm 83% 1 60 0 0.11% 3.34%
Intermediate-Term Bond DFTEX DFA Intermediate-Term Extnd Qlty Instl 83% 1 60 0 0.19% 3.81%
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm 79% 1 60 0 0.1% 3.38%
WORLD BOND VTABX Vanguard Total Intl Bd Idx Admiral 64% 1 60 0 0.07% 2.03%
Short-Term Bond VFSUX Vanguard Short-Term Investment-Grade Adm 62% 1 60 0 0.2% 3.06%
Short-Term Bond VSCSX Vanguard Short-Term Corp Bd Idx Signal 61% 1 60 0 0.04% 3%
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm 57% 1 60 0 0.07% 4.34%
WORLD BOND DWFIX DFA World ex US Government Fxd Inc Instl 22% 1 60 0 0.19% 4.49%
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm 0% 1 60 0 0.15% 3.25%
US EQUITY
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity Inv 98% 1 60 0 0.26% 0%
LARGE BLEND VFIAX Vanguard 500 Index Admiral 81% 1 60 0 0.14% 1.35%
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral 81% 1 60 0 0.07% 2.12%
LARGE GROWTH VIGAX Vanguard Growth Index Adm 81% 1 60 0 0.04% 0.53%
LARGE VALUE VEIRX Vanguard Equity-Income Adm 75% 1 60 0 0.28% 1.95%
LARGE VALUE VVIAX Vanguard Value Index Adm 72% 1 60 0 0.05% 2.35%
LARGE BLEND VFTAX Vanguard FTSE Social Index Admiral 71% 1 60 0 0.14% 1.11%
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6 56% 1 60 0 0.3% 0%
MID-CAP VALUE VMVAX Vanguard Mid-Cap Value Index Admiral 54% 1 60 0 0.07% 2.27%
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm 51% 1 60 0 0.04% 1.5%
SMALL BLEND VTMSX Vanguard Tax-Managed Small Cap Adm 46% 1 60 0 0.06% 1.49%
LARGE BLEND TRPSX TIAA-CREF Social Choice Eq Premier 43% 1 60 0 0.27% 5.49%
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm 21% 1 60 0 0.06% 1.29%
Average Expense Ratio: 0.13%
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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 1.9% 10.3% 0.2% 4.2% 4.7% 6.8%

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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 for Portfolio Details or Follow 1.6% 9.1% -0.9% 5.3% 5.1% 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(Ticker:MSFT)
The plan consists of 32 funds. It covers 5 major asset classes and 20 minor asset classes. The major asset classes it covers are Foreign Equity, REITs, Fixed Income, US Equity and Emerging Market Equity.

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