MyPlanIQ Power Integrations 401(k)

Power Integrations 401(k)

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX ODVIX
INTERNATIONAL EQUITY
Foreign Large Blend HAOYX HAOYX
Foreign Large Growth VWILX VWILX
Others
Target Date 2016-2020 RRCTX RRCTX
Target Date 2000-2010 RFTTX RFTTX
Target Date 2046-2050 RFITX RFITX
US EQUITY
Mid-Cap Growth RPMGX RPMGX
LARGE VALUE VEIRX VEIRX
LARGE GROWTH FNIAX FNIAX
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX ODVIX
INTERNATIONAL EQUITY
Foreign Large Blend HAOYX HAOYX
Foreign Large Growth VWILX VWILX
Others
Target Date 2016-2020 RRCTX RRCTX
Target Date 2000-2010 RFTTX RFTTX
Target Date 2046-2050 RFITX RFITX
Target Date 2036-2040 RFGTX RFGTX
Target Date 2026-2030 RFETX RFETX
ROOT CASH CASH
US EQUITY
Mid-Cap Growth RPMGX RPMGX
LARGE VALUE VEIRX VEIRX
LARGE GROWTH FNIAX FNIAX
Mid-Cap Growth JMGMX JMGMX
Small Growth JGMNX JGMNX
LARGE BLEND FUSVX FUSVX
MID-CAP BLEND FSCKX FSCKX
FIXED INCOME
High Yield Bond TYHYX TYHYX
Intermediate-Term Bond PIOBX PIOBX
Total Available Funds: 18
  • 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 ODVIX ODVIX 68% 3 60 0 0.84% 0.39%
INTERNATIONAL EQUITY
Foreign Large Blend HAOYX HAOYX 95% 3 60 0 0.8% 1.5%
Foreign Large Growth VWILX VWILX 83% 3 60 0 0.45% 8.94%
Others
Target Date 2016-2020 RRCTX RRCTX 8% 3 60 0 0.3% 3.06%
Target Date 2000-2010 RFTTX RFTTX 8% 3 60 0 0.28% 3.34%
Target Date 2046-2050 RFITX RFITX 7% 3 60 0 0.73% 3.65%
Target Date 2036-2040 RFGTX RFGTX 7% 3 60 0 1.46% 3.82%
Target Date 2026-2030 RFETX RFETX 7% 3 60 0 0.33% 4.03%
ROOT CASH CASH 0% 3 60 0 NA 2.61%
US EQUITY
Mid-Cap Growth RPMGX RPMGX 87% 3 60 0 1.29% 9.86%
LARGE VALUE VEIRX VEIRX 85% 3 60 0 0.28% 9.59%
LARGE GROWTH FNIAX FNIAX 48% 3 60 0 0.7% 6.78%
Mid-Cap Growth JMGMX JMGMX 4% 3 60 0 0.95% 7.13%
Small Growth JGMNX JGMNX 3% 3 60 0 0.69% 7.4%
LARGE BLEND FUSVX FUSVX 0% 3 60 0 0.04% 0%
MID-CAP BLEND FSCKX FSCKX 0% 3 60 0 0.14% 2.71%
FIXED INCOME
High Yield Bond TYHYX TYHYX 70% 3 60 0 1.92% 4.81%
Intermediate-Term Bond PIOBX PIOBX 57% 3 60 0 0.44% 4.13%
Average Expense Ratio: 0.68%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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
This plan consists of 18 funds, some of them are: ODVIX, VWILX, HAOYX, RFITX, RFGTX, RFTTX.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.