MyPlanIQ 401k Investor Booz Allen Hamilton Employee Capital Accumulation Plan

Booz Allen Hamilton Employee Capital Accumulation Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate VGSIX Real Asset Non-lending Series
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund
INTERNATIONAL EQUITY VGTSX EAFE Stock Index Fund
Others
Target Date 2026-2030 STLDX LifePath 2030
Target Date 2036-2040 STLEX LifePath 2040
Target Date 2051 LPVIX LifePath 2055
US EQUITY
LARGE BLEND SVSPX SSgA S&P 500 Index Fund
SMALL BLEND IIRSX Russell Small Cap Index
LARGE GROWTH IRLNX Russell Large Cap Growth Index
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate VGSIX Real Asset Non-lending Series
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund
INTERNATIONAL EQUITY VGTSX EAFE Stock Index Fund
Others
Target Date 2026-2030 STLDX LifePath 2030
Target Date 2036-2040 STLEX LifePath 2040
Target Date 2051 LPVIX LifePath 2055
Target Date 2046-2050 STLFX LifePath 2050
Target Date 2021-2025 LPBIX LifePath 2025
Target Date 2041-2045 LPHIX LifePath 2045
Target Date 2031-2035 LPJIX LifePath 2035
Retirement Income LIRIX LifePath Retirement Income
Target Date 2016-2020 STLCX LifePath 2020
US EQUITY
LARGE BLEND SVSPX SSgA S&P 500 Index Fund
SMALL BLEND IIRSX Russell Small Cap Index
LARGE GROWTH IRLNX Russell Large Cap Growth Index
LARGE VALUE IRVIX Russell Large Cap Value Index
LARGE BLEND TRISX US Structured Research Strat
FIXED INCOME
Intermediate-Term Bond VBTLX Bond Fund
SHORT GOVERNMENT STABLEVALUE Stable Value Fund
Total Available Funds: 19
  • 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
US Real Estate VGSIX Real Asset Non-lending Series 81% 1 60 0 0.12% 3.94%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund 58% 1 60 0 0.9% 3.64%
INTERNATIONAL EQUITY VGTSX EAFE Stock Index Fund 16% 1 60 0 0.08% 3.12%
Others
Target Date 2026-2030 STLDX LifePath 2030 94% 3 60 0 0.34% 3.1%
Target Date 2036-2040 STLEX LifePath 2040 92% 3 60 0 1.04% 3.18%
Target Date 2051 LPVIX LifePath 2055 85% 3 60 0 0.59% 1.16%
Target Date 2046-2050 STLFX LifePath 2050 81% 3 60 0 0.34% 1.14%
Target Date 2021-2025 LPBIX LifePath 2025 56% 3 60 0 0.59% 1.83%
Target Date 2041-2045 LPHIX LifePath 2045 54% 3 60 0 0.34% 1.27%
Target Date 2031-2035 LPJIX LifePath 2035 53% 3 60 0 0.34% 1.5%
Retirement Income LIRIX LifePath Retirement Income 15% 3 60 0 0.39% 2.34%
Target Date 2016-2020 STLCX LifePath 2020 0% 3 60 0 0.67% 1.74%
US EQUITY
LARGE BLEND SVSPX SSgA S&P 500 Index Fund 75% 1 60 0 0.16% 8.53%
SMALL BLEND IIRSX Russell Small Cap Index 58% 1 60 0 0.85% 5.83%
LARGE GROWTH IRLNX Russell Large Cap Growth Index 22% 1 60 0 0.43% 4.65%
LARGE VALUE IRVIX Russell Large Cap Value Index 21% 1 60 0 0.35% 2.04%
LARGE BLEND TRISX US Structured Research Strat 0% 1 60 0 0.38% 1.21%
FIXED INCOME
Intermediate-Term Bond VBTLX Bond Fund 94% 3 60 0 0.15% 3.25%
SHORT GOVERNMENT STABLEVALUE Stable Value Fund 16% 1 60 0 NA 27.03%
Average Expense Ratio: 0.45%
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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 3.3% 20.1% 8.0% 9.5% 6.6% 8.1%

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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(Ticker:-)
The plan consists of 20 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and REITs.

Booz Allen Hamilton plan uses SSgA index funds. This plan is created based on a user's request.



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