MyPlanIQ 401k Investor Tuttle Click Automotive Group Retirement Plan

Tuttle Click Automotive Group Retirement Plan Investment Model Portfolios

This Plan is unrated.
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TUTTLE-CLICK AUTOMOTIVE GROUP RETIREMENT PLAN
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GTDDX Invesco Developing Markets A
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Growth THVRX Thornburg International Value R4
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company
LARGE VALUE LCEIX Invesco Diversified Dividend Investor
SMALL BLEND LSCRX Loomis Sayles Small Cap Value Retail
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GTDDX Invesco Developing Markets A
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Growth THVRX Thornburg International Value R4
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company
LARGE VALUE LCEIX Invesco Diversified Dividend Investor
SMALL BLEND LSCRX Loomis Sayles Small Cap Value Retail
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
Total Available Funds: 12
  • 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 GTDDX Invesco Developing Markets A 60% 3 60 0 1.15% 1.16%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z 99% 3 60 0 1.48% 1.29%
Foreign Large Growth THVRX Thornburg International Value R4 26% 3 60 0 1.36% 1.58%
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal 0% 3 60 0 0.18% 3.25%
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl 78% 3 60 0 1.96% 2.07%
US EQUITY
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 9.59%
LARGE VALUE LCEIX Invesco Diversified Dividend Investor 86% 3 60 0 0.73% 11.08%
SMALL BLEND LSCRX Loomis Sayles Small Cap Value Retail 45% 3 60 0 0.84% 10.3%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 4.47%
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg 0% 3 60 0 0.04% 0%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 3.95%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal 0% 3 60 0 0.1% 2.71%
Average Expense Ratio: 0.79%
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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*
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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 to Create Model Portfolio

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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
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