MyPlanIQ 401k Investor ANDREWS KURTH RETIREMENT PLAN

ANDREWS KURTH RETIREMENT PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HLMEX HLMEX
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODFX
Foreign Large Blend FSIVX FSIVX
US EQUITY
LARGE BLEND FLCSX FLCSX
Mid-Cap Growth RPMGX RPMGX
SMALL VALUE AVFIX AVFIX
REAL ESTATE
REAL ESTATE VGSLX VGSLX
FIXED INCOME
Short-Term Bond VBIRX VBIRX
High Yield Bond PHIYX PHIYX
Intermediate-Term Bond FXSTX FXSTX
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HLMEX HLMEX
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODFX
Foreign Large Blend FSIVX FSIVX
US EQUITY
LARGE BLEND FLCSX FLCSX
Mid-Cap Growth RPMGX RPMGX
SMALL VALUE AVFIX AVFIX
LARGE VALUE VWNAX VWNAX
Small Growth PRNHX PRNHX
LARGE GROWTH FCNKX FCNKX
LARGE GROWTH FGCKX FGCKX
SMALL BLEND VRTIX VRTIX
MID-CAP BLEND FSEVX FSEVX
LARGE BLEND FXSIX FXSIX
REAL ESTATE
REAL ESTATE VGSLX VGSLX
FIXED INCOME
Short-Term Bond VBIRX VBIRX
High Yield Bond PHIYX PHIYX
Intermediate-Term Bond FXSTX FXSTX
Total Available Funds: 17
  • 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 HLMEX HLMEX 84% 3 60 0 1% 57.4%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODFX 99% 3 60 0 0.52% 1.39%
Foreign Large Blend FSIVX FSIVX 0% 3 60 0 0.07% 2.44%
US EQUITY
LARGE BLEND FLCSX FLCSX 96% 3 60 0 0.76% 7.24%
Mid-Cap Growth RPMGX RPMGX 87% 3 60 0 1.29% 6.27%
SMALL VALUE AVFIX AVFIX 81% 3 60 0 1.28% 11.12%
LARGE VALUE VWNAX VWNAX 81% 3 60 0 0.26% 11.95%
Small Growth PRNHX PRNHX 80% 3 60 0 0.79% 11.71%
LARGE GROWTH FCNKX FCNKX 68% 3 60 0 0.55% 5.07%
LARGE GROWTH FGCKX FGCKX 68% 3 60 0 0.79% 5.93%
SMALL BLEND VRTIX VRTIX 21% 3 60 0 0.1% 1.18%
MID-CAP BLEND FSEVX FSEVX 0% 3 60 0 0.07% 4.47%
LARGE BLEND FXSIX FXSIX 0% 3 60 0 0.04% 2.05%
REAL ESTATE
REAL ESTATE VGSLX VGSLX 51% 3 60 0 0.12% 3.9%
FIXED INCOME
Short-Term Bond VBIRX VBIRX 97% 3 60 0 0.04% 3.64%
High Yield Bond PHIYX PHIYX 72% 3 60 0 0.66% 6.38%
Intermediate-Term Bond FXSTX FXSTX 0% 3 60 0 0.03% 2.67%
Average Expense Ratio: 0.49%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -4.1% -6.4% 2.6% 2.2% 7.3% 5.8%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.6% -0.3% -0.3% 3.4% 4.0% 5.4%

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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
The plan consists of 17 funds. It covers 5 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity and REITs.


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