MyPlanIQ 401k Investor MACANDREWS and FORBES GROUP LLC SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES

MACANDREWS and FORBES GROUP LLC SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate MGLRX MFS Global Real Estate R6
Emerging Market
DIVERSIFIED EMERGING MKTS EMGNX Wells Fargo Advantage Emerg Mkts Eq I
INTERNATIONAL EQUITY
Foreign Large Growth DISRX Dreyfus International Stock I
Foreign Large Value MINGX MFS International Value R3
Others
Moderate Allocation RLBGX American Funds American Balanced R6
Target Date 2051+ RFKTX American Funds Trgt Date Ret 2055 R6
Target Date 2041-2045 RFHTX American Funds Trgt Date Ret 2045 R6
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl
FIXED INCOME
WORLD BOND SDGIX Dreyfus/Standish Global Fixed Income I
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate MGLRX MFS Global Real Estate R6
Emerging Market
DIVERSIFIED EMERGING MKTS EMGNX Wells Fargo Advantage Emerg Mkts Eq I
INTERNATIONAL EQUITY
Foreign Large Growth DISRX Dreyfus International Stock I
Foreign Large Value MINGX MFS International Value R3
Others
Moderate Allocation RLBGX American Funds American Balanced R6
Target Date 2051+ RFKTX American Funds Trgt Date Ret 2055 R6
Target Date 2041-2045 RFHTX American Funds Trgt Date Ret 2045 R6
Target Date 2016-2020 RRCTX American Funds Trgt Date Ret 2020 R6
Target Date 2000-2010 RFTTX American Funds Trgt Date Ret 2010 R6
Target Date 2021-2025 RFDTX American Funds Trgt Date Ret 2025 R6
Target Date 2046-2050 RFITX American Funds Trgt Date Ret 2050 R6
Target Date 2036-2040 RFGTX American Funds Trgt Date Ret 2040 R6
Target Date 2026-2030 RFETX American Funds Trgt Date Ret 2030 R6
Target Date 2011-2015 RFJTX American Funds Trgt Date Ret 2015 R6
Target Date 2031-2035 RFFTX American Funds Trgt Date Ret 2035 R6
ROOT CASH SNSSX (Schwab US Treasury Money Investor)
Target Date 2056-2060 RFUTX American Funds 2060 Trgt Date Retire R6
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl
FIXED INCOME
WORLD BOND SDGIX Dreyfus/Standish Global Fixed Income I
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
Multisector Bond PIINX PIMCO Income Adm
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
LARGE VALUE DDVIX Delaware Value Inst
SMALL BLEND GSSIX Goldman Sachs Small Cap Value Inst
MID-CAP BLEND MPSIX Principal MidCap S&P 400 Index Inst
LARGE BLEND SWPPX Schwab S&P 500 Index
MID-CAP VALUE JVMIX JHancock3 Disciplined Value Mid Cap I
Mid-Cap Growth MEFZX MassMutual Select Mid Cap Gr Eq II Z
Total Available Funds: 29
  • 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
US Real Estate MGLRX MFS Global Real Estate R6 0% 3 60 0 1.42% 1.96%
Emerging Market
DIVERSIFIED EMERGING MKTS EMGNX Wells Fargo Advantage Emerg Mkts Eq I 10% 3 60 0 1.11% 1.09%
INTERNATIONAL EQUITY
Foreign Large Growth DISRX Dreyfus International Stock I 74% 3 60 0 0.89% 2.18%
Foreign Large Value MINGX MFS International Value R3 6% 3 60 0 0.61% 0%
Others
Moderate Allocation RLBGX American Funds American Balanced R6 22% 3 60 0 0.31% 2.69%
Target Date 2051+ RFKTX American Funds Trgt Date Ret 2055 R6 11% 3 60 0 0.38% 6.01%
Target Date 2041-2045 RFHTX American Funds Trgt Date Ret 2045 R6 9% 3 60 0 0.72% 5.96%
Target Date 2016-2020 RRCTX American Funds Trgt Date Ret 2020 R6 8% 3 60 0 0.3% 3.93%
Target Date 2000-2010 RFTTX American Funds Trgt Date Ret 2010 R6 8% 3 60 0 0.28% 3.51%
Target Date 2021-2025 RFDTX American Funds Trgt Date Ret 2025 R6 8% 3 60 0 0.32% 3.88%
Target Date 2046-2050 RFITX American Funds Trgt Date Ret 2050 R6 7% 3 60 0 0.73% 6.2%
Target Date 2036-2040 RFGTX American Funds Trgt Date Ret 2040 R6 7% 3 60 0 1.46% 5.7%
Target Date 2026-2030 RFETX American Funds Trgt Date Ret 2030 R6 7% 3 60 0 0.33% 4.18%
Target Date 2011-2015 RFJTX American Funds Trgt Date Ret 2015 R6 7% 3 60 0 0.3% 3.75%
Target Date 2031-2035 RFFTX American Funds Trgt Date Ret 2035 R6 6% 3 60 0 0.35% 4.99%
ROOT CASH SNSSX (Schwab US Treasury Money Investor) 0% 0 60 0 NA 4.14%
Target Date 2056-2060 RFUTX American Funds 2060 Trgt Date Retire R6 0% 3 60 0 0.38% 5.41%
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl 78% 3 60 0 1.96% 5.11%
FIXED INCOME
WORLD BOND SDGIX Dreyfus/Standish Global Fixed Income I 94% 3 60 0 0.53% 3.13%
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z 83% 3 60 0 1.01% 5.84%
Inflation-Protected Bond PRRIX PIMCO Real Return Instl 80% 3 60 0 1.37% 4.44%
Multisector Bond PIINX PIMCO Income Adm 6% 3 60 0 0.51% 6.98%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth 100% 3 60 0 1.23% 0%
LARGE VALUE DDVIX Delaware Value Inst 87% 3 60 0 0.68% 1.79%
SMALL BLEND GSSIX Goldman Sachs Small Cap Value Inst 86% 3 60 0 1% 0.86%
MID-CAP BLEND MPSIX Principal MidCap S&P 400 Index Inst 81% 3 60 0 0.42% 1.23%
LARGE BLEND SWPPX Schwab S&P 500 Index 79% 3 60 0 0.02% 1.34%
MID-CAP VALUE JVMIX JHancock3 Disciplined Value Mid Cap I 5% 3 60 0 1.85% 4.58%
Mid-Cap Growth MEFZX MassMutual Select Mid Cap Gr Eq II Z 3% 3 60 0 0.76% 5.48%
Average Expense Ratio: 0.76%
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
Related Retirement Plans
MACANDREWS & FORBES GROUP, LLC SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES
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 -0.2% 26.4% 8.3% 9.5% 6.4% 8.4%

Sign up or Login first 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
The plan consists of 29 funds. It covers 6 major asset classes and 29 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs, Commodity and Fixed Income.


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.