MyPlanIQ TERRACON 401K AND ESOP PLAN

TERRACON 401K AND ESOP PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPFX New Perspective Fund; Class R-5 Shares
Foreign Large Value TEMFX Templeton Funds
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
Others
Moderate Allocation VBINX Vanguard Valley Forge Funds: Vanguard Balanced Index Fund; Investor Shares
US EQUITY
LARGE BLEND SLASX Selected American Shares
MID-CAP BLEND VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPFX New Perspective Fund; Class R-5 Shares
Foreign Large Value TEMFX Templeton Funds
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
Others
Moderate Allocation VBINX Vanguard Valley Forge Funds: Vanguard Balanced Index Fund; Investor Shares
US EQUITY
LARGE BLEND SLASX Selected American Shares
MID-CAP BLEND VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund
SMALL VALUE AVFIX American Beacon Funds: American Beacon Small Cap Value Fund; Institutional Class Shares
LARGE BLEND SWPPX Schwab Capital Trust: S&P 500 Index Fund
LARGE GROWTH RGAFX Growth Fund of America
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 12
  • 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
WORLD STOCK RNPFX New Perspective Fund; Class R-5 Shares 91% 3 60 0 1.47% 5.72%
Foreign Large Value TEMFX Templeton Funds 55% 3 60 0 0.85% 1.01%
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares 16% 3 60 0 0.08% 3.12%
Others
Moderate Allocation VBINX Vanguard Valley Forge Funds: Vanguard Balanced Index Fund; Investor Shares 93% 3 60 0 0.07% 1.83%
US EQUITY
LARGE BLEND SLASX Selected American Shares 97% 3 60 0 0.99% 0.75%
MID-CAP BLEND VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares 97% 3 60 0 0.06% 1.11%
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund 92% 3 60 0 1.01% 0%
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund 87% 3 60 0 1.29% 6.44%
SMALL VALUE AVFIX American Beacon Funds: American Beacon Small Cap Value Fund; Institutional Class Shares 81% 3 60 0 1.28% 15.5%
LARGE BLEND SWPPX Schwab Capital Trust: S&P 500 Index Fund 79% 3 60 0 0.02% 1.34%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 0.75%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.71%
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
Related Retirement Plans
THE TERRACON 401(K) AND ESOP PLAN
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
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.