MyPlanIQ 401k Investor DirecTV 401K Plan

DirecTV 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK MQIFX Mutual Qualified
Foreign Large Growth AIIEX AIM International Equity
Others
Aggressive Allocation CGIIX Calamos Growth
ROOT CASH Federated Prime Obligations
FIXED INCOME
WORLD BOND PFUIX PIMCO Foreign Bond
Multisector Bond IOSAX Oppenheimer Strategic Income
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Mid-Cap Value
LARGE BLEND OYRDX Oppenheimer Rising Dividend
LARGE VALUE RMFFX American
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK MQIFX Mutual Qualified
Foreign Large Growth AIIEX AIM International Equity
Others
Aggressive Allocation CGIIX Calamos Growth
ROOT CASH Federated Prime Obligations
FIXED INCOME
WORLD BOND PFUIX PIMCO Foreign Bond
Multisector Bond IOSAX Oppenheimer Strategic Income
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Mid-Cap Value
LARGE BLEND OYRDX Oppenheimer Rising Dividend
LARGE VALUE RMFFX American
LARGE GROWTH RGAFX Growth Fund of American
LARGE GROWTH LCGYX AIM Large Cap Growth
LARGE GROWTH CSTYX AIM Constellation
Total Available Funds: 13
  • 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
INTERNATIONAL EQUITY
WORLD STOCK MQIFX Mutual Qualified 93% 3 60 0 0.78% 4.55%
Foreign Large Growth AIIEX AIM International Equity 52% 3 60 0 1.6% 1.6%
Others
Aggressive Allocation CGIIX Calamos Growth 96% 3 60 0 1.06% 0.79%
ROOT CASH Federated Prime Obligations 0% 0 60 0 NA 4.14%
FIXED INCOME
WORLD BOND PFUIX PIMCO Foreign Bond 90% 3 60 0 0.61% 3.21%
Multisector Bond IOSAX Oppenheimer Strategic Income 48% 3 60 0 1.19% 2.75%
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index 0% 3 60 0 0.13% 2.67%
US EQUITY
MID-CAP VALUE LAVLX Lord Abbett Mid-Cap Value 92% 3 60 0 0.86% 0.5%
LARGE BLEND OYRDX Oppenheimer Rising Dividend 90% 3 60 0 0.63% 0.79%
LARGE VALUE RMFFX American 85% 3 60 0 0.38% 4.05%
LARGE GROWTH RGAFX Growth Fund of American 75% 3 60 0 0.63% 0.75%
LARGE GROWTH LCGYX AIM Large Cap Growth 0% 3 60 0 NA NA
LARGE GROWTH CSTYX AIM Constellation 0% 3 60 0 1.04% 0%
Average Expense Ratio: 0.81%
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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 2.4% 10.7% 3.8% 6.9% 5.3% 7.4%

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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:DTV)
The plan consists of 13 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

DIRECTV provides digital television entertainment in the United States and Latin America. The company was founded in 1990 and is based in El Segundo, California.



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