MyPlanIQ 401k Investor CONSOLIDATED COMMUNICATIONS, INC. 401(k) PLAN

CONSOLIDATED COMMUNICATIONS, INC. 401(k) PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
CONSOLIDATED COMMUNICATIONS, INC. 401(K) PLAN
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020
US EQUITY
LARGE BLEND NYVTX Davis Select Large Cap Value
LARGE BLEND MFVSX Harris Select Focused Value
LARGE GROWTH RGAFX American Growth America
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020
Target Date 2000-2010 TRRAX T. Rowe Price Retirement rtmt 2010
Retirement Income TRRIX T. Rowe Price Retirement rtmt Income
Moderate Allocation VWELX W R/Wellington Select Small Cap Growth Equity
Target Date 2050+ TRRMX T. Rowe Price Retirement rtmt 2050
US EQUITY
LARGE BLEND NYVTX Davis Select Large Cap Value
LARGE BLEND MFVSX Harris Select Focused Value
LARGE GROWTH RGAFX American Growth America
Mid-Cap Growth RRMGX T. Rowe Price Retirement Select Mid Cap Growth II
LARGE VALUE ERSTX Eaton Vance Large Cap Value
SMALL BLEND SVSCX SSGA Select Small Cap Value Equity
MID-CAP VALUE JMIVX Perkins Mid Cap Value
LARGE GROWTH NOEQX Northern Tr Select Indexed Equity
Total Available Funds: 15
  • 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
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040 100% 3 60 0 0.6% 2.24%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030 100% 3 60 0 1.08% 3.32%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020 100% 3 60 0 0.78% 4.17%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement rtmt 2010 97% 3 60 0 0.99% 4%
Retirement Income TRRIX T. Rowe Price Retirement rtmt Income 91% 3 60 0 0.34% 3.82%
Moderate Allocation VWELX W R/Wellington Select Small Cap Growth Equity 89% 3 60 0 0.17% 10.24%
Target Date 2050+ TRRMX T. Rowe Price Retirement rtmt 2050 77% 3 60 0 0.63% 1.87%
US EQUITY
LARGE BLEND NYVTX Davis Select Large Cap Value 92% 3 60 0 1.75% 19.62%
LARGE BLEND MFVSX Harris Select Focused Value 84% 3 60 0 1.04% 1.1%
LARGE GROWTH RGAFX American Growth America 75% 3 60 0 0.63% 9.13%
Mid-Cap Growth RRMGX T. Rowe Price Retirement Select Mid Cap Growth II 56% 3 60 0 1.29% 10.86%
LARGE VALUE ERSTX Eaton Vance Large Cap Value 46% 3 60 0 1.27% 0.52%
SMALL BLEND SVSCX SSGA Select Small Cap Value Equity 0% 3 60 0 1.1% 1.31%
MID-CAP VALUE JMIVX Perkins Mid Cap Value 0% 3 60 0 0.5% 121.75%
LARGE GROWTH NOEQX Northern Tr Select Indexed Equity 0% 3 60 0 0.86% 0.17%
Average Expense Ratio: 0.87%
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(Ticker:CNSL)
The plan consists of 19 funds. It covers 2 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity and Foreign Equity.


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.