MyPlanIQ 401k Investor DCP MIDSTREAM LP 401K AND RETIREMENT PLAN

DCP MIDSTREAM LP 401K AND RETIREMENT PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard Trustees
Foreign Large Growth VWILX Vanguard International Growth Adm
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
FIXED INCOME
High Yield Bond VWEHX Vanguard High-Yield Corporate Inv
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
WORLD BOND PFUAX PIMCO Foreign Bond (Unhedged) A
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund, Inc
LARGE VALUE VWNFX Vanguard Windsor II Investor
LARGE GROWTH VIGRX Vanguard Index Funds: Vanguard Growth Index Fund; Investor Class Shares
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard Trustees
Foreign Large Growth VWILX Vanguard International Growth Adm
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Moderate Allocation VBAIX Vanguard Balanced Index Instl
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
FIXED INCOME
High Yield Bond VWEHX Vanguard High-Yield Corporate Inv
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
WORLD BOND PFUAX PIMCO Foreign Bond (Unhedged) A
SHORT GOVERNMENT STABLEVALUE Vanguard Retirement Savings Trust
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund, Inc
LARGE VALUE VWNFX Vanguard Windsor II Investor
LARGE GROWTH VIGRX Vanguard Index Funds: Vanguard Growth Index Fund; Investor Class Shares
Small Growth VSGIX Vanguard Small Cap Growth Index Instl
MID-CAP VALUE VASVX Vanguard Whitehall Funds: Vanguard Selected Value Fund; Investor Shares
LARGE BLEND VINIX Vanguard Institutional Index Instl
MID-CAP BLEND VIEIX Vanguard Extended Market Idx Instl
Total Available Funds: 26
  • 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 VTRIX Vanguard Trustees 99% 1 60 0 0.39% 7.71%
Foreign Large Growth VWILX Vanguard International Growth Adm 83% 1 60 0 0.45% 9.04%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 1 60 0 0.08% 7.37%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 1 60 0 0.08% 2.41%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 1 60 0 0.08% 5.89%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 1 60 0 0.08% 3.16%
Moderate Allocation VBAIX Vanguard Balanced Index Instl 84% 1 60 0 0.06% 3.63%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv 80% 1 60 0 0.08% 2.3%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 1 60 0 0.08% 2.28%
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor 72% 1 60 0 0.08% 2.26%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 1 60 0 0.08% 3.65%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 69% 1 60 0 0.08% 2.7%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 1 60 0 0.08% 8.84%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 1 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 1 60 0 0.17% 7.48%
FIXED INCOME
High Yield Bond VWEHX Vanguard High-Yield Corporate Inv 95% 1 60 0 0.13% 6.28%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 1 60 0 0.15% 3.82%
WORLD BOND PFUAX PIMCO Foreign Bond (Unhedged) A 64% 1 60 0 0.61% 3.64%
SHORT GOVERNMENT STABLEVALUE Vanguard Retirement Savings Trust 16% 1 60 0 NA 28.04%
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund, Inc 100% 1 60 0 0% 6.64%
LARGE VALUE VWNFX Vanguard Windsor II Investor 99% 1 60 0 0.26% 9.1%
LARGE GROWTH VIGRX Vanguard Index Funds: Vanguard Growth Index Fund; Investor Class Shares 97% 1 60 0 0.04% 0.38%
Small Growth VSGIX Vanguard Small Cap Growth Index Instl 87% 1 60 0 0.07% 0.61%
MID-CAP VALUE VASVX Vanguard Whitehall Funds: Vanguard Selected Value Fund; Investor Shares 84% 1 60 0 0.43% 13.31%
LARGE BLEND VINIX Vanguard Institutional Index Instl 77% 1 60 0 0.02% 2.69%
MID-CAP BLEND VIEIX Vanguard Extended Market Idx Instl 75% 1 60 0 0.06% 1.33%
Average Expense Ratio: 0.15%
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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 1.0% 21.1% 13.1% 15.0% 10.6% 9.4%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.7% 24.8% 14.1% 14.7% 10.6% 9.4%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.0% 22.3% 9.6% 9.8% 6.7% 6.1%

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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 32 funds. It covers 3 major asset classes and 25 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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