MyPlanIQ ARCTIC SLOPE REGIONAL CORP. AND SUBSIDIARIES RETIREMENT PLAN

ARCTIC SLOPE REGIONAL CORP. AND SUBSIDIARIES RETIREMENT PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
ARCTIC SLOPE REGIONAL CORP. AND SUBSIDIARIES RETIREMENT PLAN
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value ABIAX AllianceBernstein Trust: AllianceBernstein International Value Fund; Class A Shares
Foreign Large Value ICEYX MainStay Funds Trust: MainStay ICAP International Fund; Class R2 Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
Technology RAGTX Allianz Funds: AllianzGI Technology Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
High Yield Bond PRHYX T Rowe Price High Yield Fund
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
MID-CAP BLEND VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares
LARGE VALUE PNEAX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Class A Shares
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value ABIAX AllianceBernstein Trust: AllianceBernstein International Value Fund; Class A Shares
Foreign Large Value ICEYX MainStay Funds Trust: MainStay ICAP International Fund; Class R2 Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
Technology RAGTX Allianz Funds: AllianzGI Technology Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
High Yield Bond PRHYX T Rowe Price High Yield Fund
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
MID-CAP BLEND VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares
LARGE VALUE PNEAX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Class A Shares
Small Growth ALSRX Alger Institutional Funds: Alger Small Cap Growth Institutional Fund; Class I Shares
LARGE GROWTH VPMAX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Admiral Shares
MID-CAP VALUE ABSIX AllianceBernstein Trust: AllianceBernstein Discovery Value Fund; Class I Shares
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
Mid-Cap Growth ALMRX Alger Institutional Funds: Alger Mid Cap Growth Institutional Fund; Class I Shares
LARGE BLEND SWPPX Schwab Capital Trust: S&P 500 Index Fund
LARGE GROWTH ACAAX Alger Funds: Alger Capital Appreciation Fund; Class A Shares
Mid-Cap Growth ACTWX Columbia Acorn Trust: Columbia Acorn Select Fund; Class Z Shares
SMALL BLEND SSMVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class 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 Value ABIAX AllianceBernstein Trust: AllianceBernstein International Value Fund; Class A Shares 32% 3 60 0 1.25% 8.96%
Foreign Large Value ICEYX MainStay Funds Trust: MainStay ICAP International Fund; Class R2 Shares 0% 3 60 0 1.52% 1.42%
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares 91% 3 60 0 0.83% 1.63%
Technology RAGTX Allianz Funds: AllianzGI Technology Fund; Class A Shares 40% 3 60 0 1.17% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 2.79%
High Yield Bond PRHYX T Rowe Price High Yield Fund 94% 3 60 0 1.03% 3.96%
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares 97% 3 60 0 0.94% 0%
MID-CAP BLEND VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares 97% 3 60 0 0.06% 0.55%
LARGE VALUE PNEAX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Class A Shares 92% 3 60 0 1.72% 1.03%
Small Growth ALSRX Alger Institutional Funds: Alger Small Cap Growth Institutional Fund; Class I Shares 89% 3 60 0 1.73% 0%
LARGE GROWTH VPMAX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Admiral Shares 88% 3 60 0 0.31% 1.05%
MID-CAP VALUE ABSIX AllianceBernstein Trust: AllianceBernstein Discovery Value Fund; Class I Shares 87% 3 60 0 1.08% 0.77%
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares 86% 3 60 0 1.04% 1.31%
Mid-Cap Growth ALMRX Alger Institutional Funds: Alger Mid Cap Growth Institutional Fund; Class I Shares 78% 3 60 0 1.91% 0%
LARGE BLEND SWPPX Schwab Capital Trust: S&P 500 Index Fund 78% 3 60 0 0.02% 1.42%
LARGE GROWTH ACAAX Alger Funds: Alger Capital Appreciation Fund; Class A Shares 62% 3 60 0 1.27% 0%
Mid-Cap Growth ACTWX Columbia Acorn Trust: Columbia Acorn Select Fund; Class Z Shares 0% 3 60 0 0.92% 10.01%
SMALL BLEND SSMVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class Shares 0% 3 60 0 1.35% 16.46%
Average Expense Ratio: 1.05%
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 - 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 to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 to Create Model Portfolio

Sign up or Login and subscribe 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 investment options have not been imported yet.


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.