MyPlanIQ 401k Investor BALLARD SPAHR LLP 401K PLAN FOR PARTNERS and EMPLOYEES

BALLARD SPAHR LLP 401K PLAN FOR PARTNERS and EMPLOYEES

Investment Menu Rating:

Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Institutional Shares
US EQUITY
Mid-Cap Growth ATHIX American Century Mutual Funds, Inc: Heritage Fund; Institutional Class Shares
LARGE VALUE MEIIX MFS Series Trust I: MFS Value Fund; Class I Shares
MID-CAP VALUE TRMCX T Rowe Price Mid-Cap Value Fund, Inc
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares
Target Date 2051+ VFFVX Vanguard Chester Funds: Vanguard Target Retirement 2055 Fund; Investor Class Shares
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares
Target Date 2036-2040 VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Institutional Shares
US EQUITY
Mid-Cap Growth ATHIX American Century Mutual Funds, Inc: Heritage Fund; Institutional Class Shares
LARGE VALUE MEIIX MFS Series Trust I: MFS Value Fund; Class I Shares
MID-CAP VALUE TRMCX T Rowe Price Mid-Cap Value Fund, Inc
LARGE BLEND VIIIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Plus Shares
LARGE GROWTH RGAFX Growth Fund of America, Inc; Class R-5 Shares
MID-CAP BLEND VMCIX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares
Total Available Funds: 18
  • 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 RERFX EuroPacific Growth Fund; Class R-5 Shares 94% 1 60 0 0.84% 1.86%
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares 97% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares 96% 1 60 0 0.08% 2.34%
Target Date 2051+ VFFVX Vanguard Chester Funds: Vanguard Target Retirement 2055 Fund; Investor Class Shares 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares 0% 1 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Institutional Shares 94% 1 60 0 0.15% 3.27%
US EQUITY
Mid-Cap Growth ATHIX American Century Mutual Funds, Inc: Heritage Fund; Institutional Class Shares 94% 1 60 0 0.01% 0%
LARGE VALUE MEIIX MFS Series Trust I: MFS Value Fund; Class I Shares 91% 1 60 0 0.8% 8.54%
MID-CAP VALUE TRMCX T Rowe Price Mid-Cap Value Fund, Inc 81% 1 60 0 0.83% 7.78%
LARGE BLEND VIIIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Plus Shares 78% 1 60 0 0.02% 1.37%
LARGE GROWTH RGAFX Growth Fund of America, Inc; Class R-5 Shares 75% 1 60 0 0.63% 0.75%
MID-CAP BLEND VMCIX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares 71% 1 60 0 0.04% 1.5%
Average Expense Ratio: 0.23%
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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 4.4% 11.5% 2.2% 6.7% 5.7% 7.4%

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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 18 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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