MyPlanIQ 401k Investor Gateway Western Railway Union 401(k) Plan

Gateway Western Railway Union 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE AREEX American Century Real Estate/Advisor
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth
Foreign Large Value NIIVX ING International Value Fund
Others
Moderate Allocation ABALX American Balanced
EQUITY WM Washington Mutual Investors
US EQUITY
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment Fund Class A
LARGE VALUE MEIIX MFS Value Fund
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund/Investment
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Administrative Shares
SHORT GOVERNMENT STABLEVALUE Invesco Stable Value Tr
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE AREEX American Century Real Estate/Advisor
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth
Foreign Large Value NIIVX ING International Value Fund
Others
Moderate Allocation ABALX American Balanced
EQUITY WM Washington Mutual Investors
US EQUITY
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment Fund Class A
LARGE VALUE MEIIX MFS Value Fund
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund/Investment
LARGE BLEND BTIIX DWS Equity 500 Index
LARGE GROWTH RGAFX Growth Fund of Amer
Small Growth GTSRX AIM Small Cap Growth Fund
LARGE GROWTH JANSX Janus Fund
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Administrative Shares
SHORT GOVERNMENT STABLEVALUE Invesco Stable Value Tr
Total Available Funds: 14
  • 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
REAL ESTATE AREEX American Century Real Estate/Advisor 32% 3 60 0 0.8% 10.21%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth 57% 3 60 0 0.9% 3.64%
Foreign Large Value NIIVX ING International Value Fund 0% 3 60 0 1.28% 0%
Others
Moderate Allocation ABALX American Balanced 43% 3 60 0 0.31% 2.39%
EQUITY WM Washington Mutual Investors 0% 3 60 0 NA 1.6%
US EQUITY
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment Fund Class A 93% 3 60 0 1.15% 1.2%
LARGE VALUE MEIIX MFS Value Fund 91% 3 60 0 0.8% 8.54%
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund/Investment 88% 3 60 0 1.16% 1.08%
LARGE BLEND BTIIX DWS Equity 500 Index 78% 3 60 0 0.2% 1.27%
LARGE GROWTH RGAFX Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
Small Growth GTSRX AIM Small Cap Growth Fund 49% 3 60 0 0.91% 0%
LARGE GROWTH JANSX Janus Fund 0% 3 60 0 0.9% 0%
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Administrative Shares 66% 3 60 0 0.8% 4.94%
SHORT GOVERNMENT STABLEVALUE Invesco Stable Value Tr 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.82%
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
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 5.2% 20.7% 8.8% 9.8% 6.9% 9.0%

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 14 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.


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.