MyPlanIQ 401k Investor GOSHEN RUBBER COMPANY INC. GRC EMPLOYEES 401K SAVINGS PLAN

GOSHEN RUBBER COMPANY INC. GRC EMPLOYEES 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge and Cox International Stock Fund
Foreign Large Blend VDMIX Vanguard Institutional Developed Markets Index Fund
Others
Retirement Income FFFAX Fidelity Freedom Funds
ROOT CASH Cash and cash equivalents
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Portfolio
US EQUITY
MID-CAP BLEND VXF Vanguard Extended Market Index Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
Small Growth SIGWX Sentinel Small Company Fund
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge and Cox International Stock Fund
Foreign Large Blend VDMIX Vanguard Institutional Developed Markets Index Fund
Others
Retirement Income FFFAX Fidelity Freedom Funds
ROOT CASH Cash and cash equivalents
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market Fund
Intermediate-Term Bond PTTRX PIMCO Total Return Portfolio
US EQUITY
MID-CAP BLEND VXF Vanguard Extended Market Index Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
Small Growth SIGWX Sentinel Small Company Fund
LARGE BLEND GRINX Victory EB Diversified Stock Fund
MID-CAP BLEND GTAVX AIM Mid Cap Core Equity Fund
Total Available Funds: 11
  • 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 Value DODFX Dodge and Cox International Stock Fund 99% 3 60 0 0.52% 2.42%
Foreign Large Blend VDMIX Vanguard Institutional Developed Markets Index Fund 0% 3 60 0 0.2% 2.88%
Others
Retirement Income FFFAX Fidelity Freedom Funds 98% 3 60 0 0.42% 3.08%
ROOT CASH Cash and cash equivalents 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market Fund 99% 3 60 0 0.15% 3.27%
Intermediate-Term Bond PTTRX PIMCO Total Return Portfolio 97% 3 60 0 0.83% 3.99%
US EQUITY
MID-CAP BLEND VXF Vanguard Extended Market Index Fund 94% 3 60 0 0.06% 1.54%
LARGE BLEND VINIX Vanguard Institutional Index Fund 78% 3 60 0 0.02% 3.37%
Small Growth SIGWX Sentinel Small Company Fund 62% 3 60 0 0.81% 0.16%
LARGE BLEND GRINX Victory EB Diversified Stock Fund 49% 3 60 0 0.78% 11.27%
MID-CAP BLEND GTAVX AIM Mid Cap Core Equity Fund 0% 3 60 0 0.87% 20.45%
Average Expense Ratio: 0.47%
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

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(Ticker:GRC)
The plan consists of 11 funds. It covers 3 major asset classes and 7 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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.