MyPlanIQ 401k Investor Accenture 401K

Accenture 401K

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International
WORLD STOCK RNPFX American New Perspective Fund
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2050 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2040 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2030 Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International
WORLD STOCK RNPFX American New Perspective Fund
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2050 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2040 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2030 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2010 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2000 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
ROOT CASH Vanguard Prime Money Market
ROOT CASH Vanguard Admiral Treasury Money Market Portfolio
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
LARGE BLEND LLPFX Longleaf Partners Fund
SMALL BLEND NAESX Vanguard Small Cap Index Fund
LARGE GROWTH MGRIX Marsico Growth Fund
MID-CAP VALUE VMVIX Vanguard Mid Cap Index Fund
SMALL VALUE ROFIX Royce Opportunity Fund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FOCPX Fidelity OTC Portfolio
LARGE VALUE LSVEX LSV Value Equity Fund
LARGE BLEND VIIIX Vanguard Institutional Index (S&P 500)
LARGE GROWTH HACAX Harbor Capital Appreciation Fund
LARGE BLEND MVEIX PIMCO Stable Value Fund
Total Available Funds: 28
  • 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 VWO Vanguard Emerging Markets 97% 3 60 0 0.08% 3.51%
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund 81% 3 60 0 0.12% 3.94%
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 1.59%
WORLD STOCK RNPFX American New Perspective Fund 91% 3 60 0 1.47% 5.72%
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund 16% 3 60 0 0.08% 3.12%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2050 Fund 98% 3 60 0 0.58% 3.41%
Target Date 2016-2020 FFFDX Fidelity Freedom 2040 Fund 98% 3 60 0 0.58% 3.41%
Target Date 2016-2020 FFFDX Fidelity Freedom 2030 Fund 98% 3 60 0 0.58% 3.41%
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Target Date 2016-2020 FFFDX Fidelity Freedom 2010 Fund 98% 3 60 0 0.58% 3.41%
Target Date 2016-2020 FFFDX Fidelity Freedom 2000 Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
ROOT CASH Vanguard Prime Money Market 0% 1 60 0 NA 4.14%
ROOT CASH Vanguard Admiral Treasury Money Market Portfolio 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund 100% 3 60 0 0.15% 3.15%
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities 98% 3 60 0 0.07% 4.24%
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE BLEND LLPFX Longleaf Partners Fund 100% 3 60 0 0.79% 0.66%
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 3 60 0 0.03% 1.4%
LARGE GROWTH MGRIX Marsico Growth Fund 98% 3 60 0 1.21% 0%
MID-CAP VALUE VMVIX Vanguard Mid Cap Index Fund 96% 3 60 0 0.19% 2.11%
SMALL VALUE ROFIX Royce Opportunity Fund 96% 3 60 0 1.85% 4.81%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE GROWTH FOCPX Fidelity OTC Portfolio 94% 3 60 0 0.81% 0.06%
LARGE VALUE LSVEX LSV Value Equity Fund 93% 3 60 0 0.66% 13.03%
LARGE BLEND VIIIX Vanguard Institutional Index (S&P 500) 78% 3 60 0 0.02% 1.37%
LARGE GROWTH HACAX Harbor Capital Appreciation Fund 75% 3 60 0 1.04% 0%
LARGE BLEND MVEIX PIMCO Stable Value Fund 73% 3 60 0 1.4% 4.48%
Average Expense Ratio: 0.62%
Sign up to get fund ranking change alerts

* 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*
Click for Portfolio Details or Follow 0.4% 10.6% 1.3% 6.1% 5.4% 7.7%

Sign up or Login first to get rebalance emails for this portfolio

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 2.8% 11.0% 0.3% 7.0% 6.4% 7.9%

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:ACN)
The plan consists of 28 funds. It covers 5 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs, Foreign Equity and Emerging Market Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.