MyPlanIQ 401k Investor City of Danbury Connecticut Deferred Compensation Plan

City of Danbury Connecticut Deferred Compensation Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX AIM Real Estate A
INTERNATIONAL EQUITY
Foreign Large Blend HIAOX Hartford International Opp HLS IA
WORLD STOCK TEGRX Templeton Growth R
Foreign Large Value ABIAX AllianceBernstein Intl Val A
Others
Moderate Allocation ACEIX Van Kampen Equity and Income A
Utilities MMUFX MFS Utilities A
Health HBGHX Hartford Global Health HLS IB
FIXED INCOME
Intermediate-Term Bond HIABX Hartford Total Return Bond HLS IA
High Yield Bond PHYIX Putnam High Yield Advantage A
Intermediate-Term Bond WAPIX Western Asset Core Bond FI
Total Available Funds: 35
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX AIM Real Estate A
INTERNATIONAL EQUITY
Foreign Large Blend HIAOX Hartford International Opp HLS IA
WORLD STOCK TEGRX Templeton Growth R
Foreign Large Value ABIAX AllianceBernstein Intl Val A
WORLD STOCK HVGAX Hartford Global Research HLS IA
Others
Moderate Allocation ACEIX Van Kampen Equity and Income A
Utilities MMUFX MFS Utilities A
Health HBGHX Hartford Global Health HLS IB
ROOT CASH CASH
Moderate Allocation OARBX Oakmark Equity & Income II
Consumer Discretionary FLISX Invesco Leisure Investor
FIXED INCOME
Intermediate-Term Bond HIABX Hartford Total Return Bond HLS IA
High Yield Bond PHYIX Putnam High Yield Advantage A
Intermediate-Term Bond WAPIX Western Asset Core Bond FI
Intermediate Government HAUSX Hartford US Government Secs HLS IA
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Inv
LARGE VALUE BIGRX American Century Income & Growth Inv
LARGE BLEND NYVTX Davis NY Venture A
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
Mid-Cap Growth GGOIX Goldman Sachs Growth Opportunities I
LARGE BLEND SVSPX SSgA S&P 500 Index Instl
Small Growth HISCX Hartford SmallCap Growth HLS IA
LARGE GROWTH TWCUX American Century Ultra Inv
LARGE VALUE HWLIX Hotchkis and Wiley Large Cap Value I
LARGE VALUE HDGBX Hartford Dividend & Growth HLS IB
LARGE BLEND HIBCX Hartford Capital Appreciation HLS IB
Mid-Cap Growth HBMCX Hartford MidCap HLS IB
SMALL VALUE AASSX American Beacon Small Cp Val Adv
LARGE VALUE ACSTX Van Kampen Comstock A
SMALL BLEND LRSPX Lord Abbett Small-Cap Value P
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth A
Small Growth BSCFX Baron Small Cap
LARGE GROWTH HPEYX Highland Premier Growth Equity Y
SMALL BLEND SVSCX SSgA Small Cap Instl
LARGE GROWTH HBGOX Hartford Growth Opportunities HLS IB
Total Available Funds: 35
  • 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
REAL ESTATE
REAL ESTATE IARAX AIM Real Estate A 45% 3 60 0 1.16% 1.67%
INTERNATIONAL EQUITY
Foreign Large Blend HIAOX Hartford International Opp HLS IA 95% 3 60 0 1% 1.54%
WORLD STOCK TEGRX Templeton Growth R 37% 3 60 0 0.79% 1.01%
Foreign Large Value ABIAX AllianceBernstein Intl Val A 32% 3 60 0 1.25% 8.9%
WORLD STOCK HVGAX Hartford Global Research HLS IA 0% 3 60 0 1.03% 1.66%
Others
Moderate Allocation ACEIX Van Kampen Equity and Income A 49% 3 60 0 1.04% 1.56%
Utilities MMUFX MFS Utilities A 46% 3 60 0 1% 1.61%
Health HBGHX Hartford Global Health HLS IB 35% 3 60 0 1.16% 0.71%
ROOT CASH CASH 0% 0 60 0 NA 2.6%
Moderate Allocation OARBX Oakmark Equity & Income II 0% 3 60 0 0.99% 16.16%
Consumer Discretionary FLISX Invesco Leisure Investor 0% 3 60 0 1.33% 13.33%
FIXED INCOME
Intermediate-Term Bond HIABX Hartford Total Return Bond HLS IA 77% 3 60 0 0.5% 3.61%
High Yield Bond PHYIX Putnam High Yield Advantage A 60% 3 60 0 1.79% 7.84%
Intermediate-Term Bond WAPIX Western Asset Core Bond FI 42% 3 60 0 0.42% 4.75%
Intermediate Government HAUSX Hartford US Government Secs HLS IA 0% 3 60 0 0.52% 2.23%
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Inv 100% 3 60 0 1.18% 1.62%
LARGE VALUE BIGRX American Century Income & Growth Inv 97% 3 60 0 0.91% 1.47%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 20.13%
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor 91% 3 60 0 1.05% 4.08%
Mid-Cap Growth GGOIX Goldman Sachs Growth Opportunities I 89% 3 60 0 1.41% 9.85%
LARGE BLEND SVSPX SSgA S&P 500 Index Instl 75% 3 60 0 0.16% 9.45%
Small Growth HISCX Hartford SmallCap Growth HLS IA 75% 3 60 0 0.64% 0.29%
LARGE GROWTH TWCUX American Century Ultra Inv 73% 3 60 0 0.99% 3.9%
LARGE VALUE HWLIX Hotchkis and Wiley Large Cap Value I 68% 3 60 0 1.91% 1.58%
LARGE VALUE HDGBX Hartford Dividend & Growth HLS IB 56% 3 60 0 0.9% 2.93%
LARGE BLEND HIBCX Hartford Capital Appreciation HLS IB 56% 3 60 0 0.92% 3.24%
Mid-Cap Growth HBMCX Hartford MidCap HLS IB 51% 3 60 0 0.97% 2.65%
SMALL VALUE AASSX American Beacon Small Cp Val Adv 49% 3 60 0 1.28% 8.06%
LARGE VALUE ACSTX Van Kampen Comstock A 48% 3 60 0 1.55% 1.31%
SMALL BLEND LRSPX Lord Abbett Small-Cap Value P 48% 3 60 0 1.48% 11.12%
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth A 41% 3 60 0 0.85% 0%
Small Growth BSCFX Baron Small Cap 39% 3 60 0 1.31% 13.07%
LARGE GROWTH HPEYX Highland Premier Growth Equity Y 0% 3 60 0 1.57% 0%
SMALL BLEND SVSCX SSgA Small Cap Instl 0% 3 60 0 1.1% 1.31%
LARGE GROWTH HBGOX Hartford Growth Opportunities HLS IB 0% 3 60 0 0.9% 8.78%
Average Expense Ratio: 1.08%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 2.5% 6.3% 4.2% 4.2% 6.9% 7.7%

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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 95.8% 94.3% 25.9% 18.1% 12.4% 9.0%

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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 -2.8% -2.2% 1.2% 2.2% 2.0% 3.9%

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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 35 funds. It covers 4 major asset classes and 20 minor asset classes. The major asset classes it covers are REITs, US Equity, Foreign Equity and Fixed Income.

This plan is created upon a user's request. 



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