MyPlanIQ 401k Investor INDIVIDUAL ACCOUNT RETIREMENT PLAN

INDIVIDUAL ACCOUNT RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Europacific Growth
WORLD STOCK TWDAX Templeton World Fund
Others
Target Date 2026-2030 SWDRX Schwab Managed Retirement 2030
Target Date 2036-2040 SWERX Schwab Managed Retirement 2040
Target Date 2016-2020 SWCRX Schwab Managed Retirement 2020
FIXED INCOME
Intermediate-Term Bond WOBDX JP Morgan Core Bond Fund
US EQUITY
LARGE GROWTH JENSX Jensen
MID-CAP VALUE LAVLX Lord Abbett Mid Cap Value A
SMALL BLEND NBGAX Neuberger Berman Genesis Advantage Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Europacific Growth
WORLD STOCK TWDAX Templeton World Fund
Others
Target Date 2026-2030 SWDRX Schwab Managed Retirement 2030
Target Date 2036-2040 SWERX Schwab Managed Retirement 2040
Target Date 2016-2020 SWCRX Schwab Managed Retirement 2020
Target Date 2000-2010 SWBRX Schwab Managed Retirement 2010
Moderate Allocation OAKBX Oakmark Equity Income
Retirement Income SWARX Schwab Managed Retirement Inc.
ROOT ISLCX Schwab S&P 500 Investor Shares
FIXED INCOME
Intermediate-Term Bond WOBDX JP Morgan Core Bond Fund
US EQUITY
LARGE GROWTH JENSX Jensen
MID-CAP VALUE LAVLX Lord Abbett Mid Cap Value A
SMALL BLEND NBGAX Neuberger Berman Genesis Advantage Fund
MID-CAP BLEND VSPIX Victory Value Fund
LARGE GROWTH CVGRX Calamos Growth A
LARGE GROWTH AGTHX Growth Fund of America
LARGE VALUE RWMCX Washington Mutual R3
SMALL BLEND AMRIX Allegiant Small Cap Value CLI
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 94% 3 60 0 0.84% 1.86%
WORLD STOCK TWDAX Templeton World Fund 70% 3 60 0 0.81% 0.46%
Others
Target Date 2026-2030 SWDRX Schwab Managed Retirement 2030 97% 3 60 0 0.42% 5.87%
Target Date 2036-2040 SWERX Schwab Managed Retirement 2040 97% 3 60 0 0.5% 7.06%
Target Date 2016-2020 SWCRX Schwab Managed Retirement 2020 96% 3 60 0 0.29% 5.48%
Target Date 2000-2010 SWBRX Schwab Managed Retirement 2010 95% 3 60 0 0.26% 4.13%
Moderate Allocation OAKBX Oakmark Equity Income 91% 3 60 0 0.83% 2.3%
Retirement Income SWARX Schwab Managed Retirement Inc. 0% 3 60 0 NA NA
ROOT ISLCX Schwab S&P 500 Investor Shares 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond WOBDX JP Morgan Core Bond Fund 94% 3 60 0 1.1% 3.44%
US EQUITY
LARGE GROWTH JENSX Jensen 100% 3 60 0 0.82% 0.74%
MID-CAP VALUE LAVLX Lord Abbett Mid Cap Value A 92% 3 60 0 0.86% 0.5%
SMALL BLEND NBGAX Neuberger Berman Genesis Advantage Fund 55% 3 60 0 0.84% 0%
MID-CAP BLEND VSPIX Victory Value Fund 54% 3 60 0 1.15% 9.5%
LARGE GROWTH CVGRX Calamos Growth A 53% 3 60 0 1.05% 0%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
LARGE VALUE RWMCX Washington Mutual R3 35% 3 60 0 0.26% 3.26%
SMALL BLEND AMRIX Allegiant Small Cap Value CLI 0% 3 60 0 NA 0%
Average Expense Ratio: 0.69%
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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 5.9% 18.0% 3.8% 7.6% 5.2% 7.1%

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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 19 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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