MyPlanIQ 401k Investor New York State Deferred Compensation Plan

New York State Deferred Compensation Plan

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MMMPX Morgan Stanley Institutional Fund Emerging Markets Portfolio - Class IS
INTERNATIONAL EQUITY
WORLD STOCK PGINX Pax World Global Green Inst
INTERNATIONAL EQUITY VGTSX International Equity Fund - Index
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income Trust
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm
LARGE VALUE BPAIX Boston Partners Large Cap Value Equity Class C
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MMMPX Morgan Stanley Institutional Fund Emerging Markets Portfolio - Class IS
INTERNATIONAL EQUITY
WORLD STOCK PGINX Pax World Global Green Inst
INTERNATIONAL EQUITY VGTSX International Equity Fund - Index
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055
Moderate Allocation VWENX anguard Wellington Adm
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050
EQUITY TQAIX T. Rowe Price QM US Small-Cap Growth Fund - I Class
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income Trust
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm
LARGE VALUE BPAIX Boston Partners Large Cap Value Equity Class C
LARGE BLEND VIIIX NYSDCB Equity Index
SMALL VALUE DEVIX Delaware Small Cap Value Instl
LARGE GROWTH FOCKX Fidelity OTC K
MID-CAP BLEND VSEQX Vanguard Strategic Equity Inv
MID-CAP BLEND SMMD NYSDCB Russell 2500 Index
Large Growth TBCIX T. Rowe Price Blue Chip Growth Trust - Class T6
FIXED INCOME
Intermediate-Term Bond VBTIX NYSDCB US Debt Index
Intermediate-Term Bond WAPIX Voya Core Plus Trust
SHORT GOVERNMENT TSPGFUND Stable Income Fund
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
Emerging Market
DIVERSIFIED EMERGING MKTS MMMPX Morgan Stanley Institutional Fund Emerging Markets Portfolio - Class IS 1% 1 60 0 0.95% 0%
INTERNATIONAL EQUITY
WORLD STOCK PGINX Pax World Global Green Inst 74% 1 60 0 0.91% 1.06%
INTERNATIONAL EQUITY VGTSX International Equity Fund - Index 16% 1 60 0 0.08% 3.12%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 100% 1 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 100% 1 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 1 60 0 0.78% 11.87%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 100% 1 60 0 0.76% 11.16%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 97% 1 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 97% 1 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 96% 1 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 96% 1 60 0 1.12% 6.6%
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055 93% 1 60 0 1.14% 5.91%
Moderate Allocation VWENX anguard Wellington Adm 90% 1 60 0 0.17% 12.42%
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050 78% 1 60 0 0.63% 6.57%
EQUITY TQAIX T. Rowe Price QM US Small-Cap Growth Fund - I Class 0% 1 60 0 0.8% 2.46%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income Trust 97% 1 60 0 1.23% 1.94%
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm 88% 1 60 0 0.31% 7.88%
LARGE VALUE BPAIX Boston Partners Large Cap Value Equity Class C 88% 1 60 0 0.8% 1.5%
LARGE BLEND VIIIX NYSDCB Equity Index 78% 1 60 0 0.02% 1.37%
SMALL VALUE DEVIX Delaware Small Cap Value Instl 78% 1 60 0 1.36% 1.29%
LARGE GROWTH FOCKX Fidelity OTC K 68% 1 60 0 0.81% 0.09%
MID-CAP BLEND VSEQX Vanguard Strategic Equity Inv 65% 1 60 0 0.33% 0%
MID-CAP BLEND SMMD NYSDCB Russell 2500 Index 0% 1 60 0 NA 1.05%
Large Growth TBCIX T. Rowe Price Blue Chip Growth Trust - Class T6 0% 1 60 0 1.23% 3.52%
FIXED INCOME
Intermediate-Term Bond VBTIX NYSDCB US Debt Index 94% 1 60 0 0.15% 3.27%
Intermediate-Term Bond WAPIX Voya Core Plus Trust 42% 1 60 0 0.42% 3.57%
SHORT GOVERNMENT TSPGFUND Stable Income Fund 20% 1 60 0 NA 27.03%
Average Expense Ratio: 0.74%
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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 1.1% 16.8% 7.6% 10.0% 7.2% 8.8%

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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 6.6% 24.5% 7.8% 9.1% 8.1% 9.9%

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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 23 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity and Fixed Income.

The New York State Deferred Compensation Plan (the "Plan") is a State sponsored voluntary retirement savings plan that is offered to State employees and employees of approximately 880 local government jurisdictions that have adopted the Plan. Its mission is to help State and local public employees achieve their retirement savings goals by providing high quality, cost effective investment products, investment educational programs and related services. The Plan is overseen by the New York State Deferred Compensation Board (the "Board") and managed by professional staff.

Please refer to NYSDCP site for more information.



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