Total Available Funds: | 12 |
Asset Class | Ticker | Description | Rating | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||||||
|
|||||||||||||||||||
|
|||||||||||||||||||
|
Total Available Funds: | 12 |
Asset Class | Ticker | Description | Rating | ||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||
|
Total Available Funds: | 12 |
- 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 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
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 | 5.0% | 17.3% | 4.2% | 7.0% | 5.6% | 8.1% | |
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 for Portfolio Details or Follow | 4.3% | 14.4% | 1.6% | 5.4% | 4.6% | 6.8% | |
Sign up or Login and subscribe to get rebalance emails for this portfolio |
** 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.
"Savings Plus" is the name of the 401(k) plan and 457 plan available to most State of California employees, including employees of the Legislature, Judicial and California State University (CSU) system. These plans allow you to build a retirement savings account using automatic payroll deductions that go into investments you select from the Savings Plus portfolio. Employees who are participants in the Alternate Retirement Program can also make payroll deduction contributions to Savings Plus. Money from your paycheck that you invest this way is not taxed until you eventually withdraw it, generally during retirement.
The 401(k) and 457 plans are explained in more detail on the 401(k)/457 page. or the spp web site: www.sppforu.com.
The investment choices could be found in this current fund performance document.
Notice most funds provided in Savings Plus are separately managed accounts, MyPlanIQ uses their corresponding benchmarks as proxies for these funds.