MyPlanIQ 401k Investor OPS 401K 58611

OPS 401K 58611

Investment Menu Rating:

Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX
Others
Target Date 2021-2025 VTTVX
Target Date 2041-2045 VTIVX
Retirement Income VTINX
INTERNATIONAL EQUITY
Foreign Large Blend RERGX
Foreign Large Blend VTIAX
US EQUITY
LARGE GROWTH FCNTX
SMALL BLEND VSMAX
Small Growth TRSSX
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX
Others
Target Date 2021-2025 VTTVX
Target Date 2041-2045 VTIVX
Retirement Income VTINX
Target Date 2031-2035 VTTHX
World Allocation PAAIX
Target Date 2051 VFFVX
Target Date 2046-2050 VFIFX
Target Date 2051 VTTSX
Target Date 2026-2030 VTHRX
Target Date 2036-2040 VFORX
Target Date 2016-2020 VTWNX
Target Date 2011-2015 VTXVX
Target Date 2000-2010 VTENX
INTERNATIONAL EQUITY
Foreign Large Blend RERGX
Foreign Large Blend VTIAX
US EQUITY
LARGE GROWTH FCNTX
SMALL BLEND VSMAX
Small Growth TRSSX
LARGE BLEND VFIAX
MID-CAP BLEND VIMAX
FIXED INCOME
Inflation-Protected Bond VAIPX
Intermediate-Term Bond DODIX
Intermediate-Term Bond VBTLX
WORLD BOND PIGLX
Total Available Funds: 25
  • 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 ABEMX 76% 3 60 0 1.1% 7.12%
Others
Target Date 2021-2025 VTTVX 97% 3 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX 97% 3 60 0 0.08% 2.78%
Retirement Income VTINX 97% 3 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX 96% 3 60 0 0.08% 3.22%
World Allocation PAAIX 96% 3 60 0 1.84% 7.93%
Target Date 2051 VFFVX 80% 3 60 0 0.08% 2.35%
Target Date 2046-2050 VFIFX 75% 3 60 0 0.08% 2.36%
Target Date 2051 VTTSX 72% 3 60 0 0.08% 2.32%
Target Date 2026-2030 VTHRX 70% 3 60 0 0.08% 4.31%
Target Date 2036-2040 VFORX 69% 3 60 0 0.08% 3.05%
Target Date 2016-2020 VTWNX 66% 3 60 0 0.08% 8.19%
Target Date 2011-2015 VTXVX 0% 3 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX 0% 3 60 0 0.17% 7.48%
INTERNATIONAL EQUITY
Foreign Large Blend RERGX 32% 3 60 0 0.9% 14.04%
Foreign Large Blend VTIAX 28% 3 60 0 0.07% 3.37%
US EQUITY
LARGE GROWTH FCNTX 96% 3 60 0 0.55% 5.18%
SMALL BLEND VSMAX 80% 3 60 0 0.05% 1.52%
Small Growth TRSSX 78% 3 60 0 0.66% 10.69%
LARGE BLEND VFIAX 78% 3 60 0 0.14% 1.3%
MID-CAP BLEND VIMAX 73% 3 60 0 0.04% 1.59%
FIXED INCOME
Inflation-Protected Bond VAIPX 91% 3 60 0 0.07% 4.51%
Intermediate-Term Bond DODIX 87% 3 60 0 0.33% 4.35%
Intermediate-Term Bond VBTLX 0% 3 60 0 0.15% 4%
WORLD BOND PIGLX 0% 3 60 0 0.57% 86.49%
Average Expense Ratio: 0.3%
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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 -18.3% -19.3% 1.9% 3.6% 5.5% 4.7%

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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 0.4% 9.2% 1.7% 6.0% 4.9% 5.3%

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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 25 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are Emerging Market Equity, Fixed Income, US Equity and Foreign Equity.
Unable to find ticker symbol for Wells Fargo Stable Fund C, Wellington Midcap Oppourtunities portfolio
Unable to find description for MFS global equity R6 ( MWEMX )


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