MyPlanIQ 401k Investor SVA Retirement Plan

SVA Retirement Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Growth WBIGX William Blair International Growth N
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl
Others
World Allocation PGAIX PIMCO Global Multi-Asset Instl
Conservative Allocation WMMRX Wilmington Multi-Manager Real Asset A
Natural Resources IGNYX Ivy Global Natural Resources Y
FIXED INCOME
WORLD BOND EIGMX Eaton Vance Glbl Macr Absolute Return I
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv
Multisector Bond PFIUX PIMCO Unconstrained Bond Inst
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Growth WBIGX William Blair International Growth N
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl
Others
World Allocation PGAIX PIMCO Global Multi-Asset Instl
Conservative Allocation WMMRX Wilmington Multi-Manager Real Asset A
Natural Resources IGNYX Ivy Global Natural Resources Y
ROOT CASH Schwab Money Market SWIXX
FIXED INCOME
WORLD BOND EIGMX Eaton Vance Glbl Macr Absolute Return I
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv
Multisector Bond PFIUX PIMCO Unconstrained Bond Inst
Intermediate-Term Bond FPNIX FPA New Income
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
US EQUITY
Small Growth RVPHX Royce Value Plus Invmt
LARGE VALUE FAIRX Fairholme
LARGE VALUE DODGX Dodge & Cox Stock
LARGE GROWTH FINSX Fidelity Advisor New Insights I
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
LARGE BLEND SWPPX Schwab S&P 500 Index
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5
SMALL VALUE ARSVX Aston/River Road Small Cap Value N
Total Available Funds: 21
  • 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
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.21%
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z 99% 3 60 0 1.48% 1.25%
Foreign Large Growth WBIGX William Blair International Growth N 36% 3 60 0 0.99% 1.26%
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl 78% 3 60 0 1.96% 1.97%
Others
World Allocation PGAIX PIMCO Global Multi-Asset Instl 75% 3 60 0 0.96% 1.52%
Conservative Allocation WMMRX Wilmington Multi-Manager Real Asset A 59% 3 60 0 1.08% 2.23%
Natural Resources IGNYX Ivy Global Natural Resources Y 42% 3 60 0 1.08% 4.92%
ROOT CASH Schwab Money Market SWIXX 0% 0 60 0 NA 2.61%
FIXED INCOME
WORLD BOND EIGMX Eaton Vance Glbl Macr Absolute Return I 100% 3 60 0 0.77% 6.21%
Short-Term Bond VBISX Vanguard Short-Term Bond Index Inv 100% 3 60 0 0.07% 3.59%
Multisector Bond PFIUX PIMCO Unconstrained Bond Inst 88% 3 60 0 1.46% 4.9%
Intermediate-Term Bond FPNIX FPA New Income 82% 3 60 0 0.45% 3.99%
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 4.4%
US EQUITY
Small Growth RVPHX Royce Value Plus Invmt 98% 3 60 0 1.24% 1.14%
LARGE VALUE FAIRX Fairholme 97% 3 60 0 1% 0.63%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 6.98%
LARGE GROWTH FINSX Fidelity Advisor New Insights I 88% 3 60 0 0.7% 1.29%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 86% 3 60 0 1.14% 12.01%
LARGE BLEND SWPPX Schwab S&P 500 Index 78% 3 60 0 0.02% 1.31%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5 75% 3 60 0 0.63% 9.29%
SMALL VALUE ARSVX Aston/River Road Small Cap Value N 33% 3 60 0 1.01% 0.22%
Average Expense Ratio: 0.89%
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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 0.5% 9.2% 17.9% 15.3% 10.4% 8.5%

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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 to Create Model Portfolio

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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 0.6% 12.0% 22.5% 16.8% 9.7% 8.3%

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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(Ticker:)

The plan consists of 21 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Commodity and Fixed Income.

This plan was created upon a user's request.



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