MyPlanIQ 401k Investor Ohio Public Employees Deferred Compensation

Ohio Public Employees Deferred Compensation

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth
Foreign Large Value TEMFX Templeton Foreign A
Foreign Large Blend VGTSX Vanguard total Intl Stock
Others
Moderate Allocation DODBX Dodge & Cox Balanced
ROOT CASH Money Market
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return
Intermediate-Term Bond VBMFX Vanguard Total Bond
US EQUITY
SMALL BLEND VSCIX Vanguard Small Cap Index
LARGE BLEND VINIX vanguard Inst Index
LARGE GROWTH FDGRX Fidelity Growth
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth
Foreign Large Value TEMFX Templeton Foreign A
Foreign Large Blend VGTSX Vanguard total Intl Stock
Others
Moderate Allocation DODBX Dodge & Cox Balanced
ROOT CASH Money Market
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return
Intermediate-Term Bond VBMFX Vanguard Total Bond
US EQUITY
SMALL BLEND VSCIX Vanguard Small Cap Index
LARGE BLEND VINIX vanguard Inst Index
LARGE GROWTH FDGRX Fidelity Growth
LARGE VALUE DODGX Dodge & Cox Stock
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH VHCAX Vanguard Capital Opportunity
MID-CAP VALUE FPPTX FPA Capital
LARGE GROWTH FMAGX Fidelity Magellan
LARGE GROWTH JAVLX Janus Twenty
Total Available Funds: 16
  • 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 Blend VWILX Vanguard International Growth 98% 3 60 0 0.34% 0.89%
Foreign Large Value TEMFX Templeton Foreign A 22% 3 60 0 1.17% 1.41%
Foreign Large Blend VGTSX Vanguard total Intl Stock 16% 3 60 0 0.22% 3%
Others
Moderate Allocation DODBX Dodge & Cox Balanced 44% 3 60 0 0.53% 3.57%
ROOT CASH Money Market 0% 1 60 0 NA 1.27%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return 62% 3 60 0 0.71% 2.03%
Intermediate-Term Bond VBMFX Vanguard Total Bond 61% 3 60 0 0.2% 2.65%
US EQUITY
SMALL BLEND VSCIX Vanguard Small Cap Index 94% 3 60 0 0.14% 1.53%
LARGE BLEND VINIX vanguard Inst Index 92% 3 60 0 0.04% 1.9%
LARGE GROWTH FDGRX Fidelity Growth 76% 3 60 0 0.84% 44.04%
LARGE VALUE DODGX Dodge & Cox Stock 69% 3 60 0 0.52% 5.95%
LARGE GROWTH FCNTX Fidelity Contrafund 68% 3 60 0 0.81% 6.84%
LARGE GROWTH VHCAX Vanguard Capital Opportunity 34% 3 60 0 0.41% 4.34%
MID-CAP VALUE FPPTX FPA Capital 25% 3 60 0 0.84% 0.22%
LARGE GROWTH FMAGX Fidelity Magellan 8% 3 60 0 0.55% 93.39%
LARGE GROWTH JAVLX Janus Twenty 0% 3 60 0 0.94% 0%
Average Expense Ratio: 0.55%
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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 21.0% 26.6% 6.2% 7.6% 6.2% 5.8%

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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 for Portfolio Details or Follow 6.7% 12.4% 8.6% 8.8% 8.1% 8.6%

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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:OVBC)
The plan consists of 16 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

This plan is a deferred compensation program for Ohio public employees.

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