MyPlanIQ PERKINS COIE RETIREMENT AND 401K PLAN

PERKINS COIE RETIREMENT AND 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard Trustees' Equity Fund: Vanguard International Value Fund; Investor Shares
Others
Moderate Allocation VWELX Vanguard/Wellington Fund
Aggressive Allocation VASGX Vanguard STAR Funds: Vanguard LifeStrategy Growth Fund; Investor Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE VALUE VEIPX Vanguard Fenway Funds: Vanguard Equity Income Fund; Investor Shares
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard Trustees' Equity Fund: Vanguard International Value Fund; Investor Shares
Others
Moderate Allocation VWELX Vanguard/Wellington Fund
Aggressive Allocation VASGX Vanguard STAR Funds: Vanguard LifeStrategy Growth Fund; Investor Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE VALUE VEIPX Vanguard Fenway Funds: Vanguard Equity Income Fund; Investor Shares
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
LARGE GROWTH VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares
LARGE BLEND VTSMX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Investor Class Shares
LARGE GROWTH VPCCX Vanguard Fenway Funds: Vanguard PrimeCap Core Fund; Investor Shares
LARGE VALUE VEIRX Vanguard Fenway Funds: Vanguard Equity Income Fund; Admiral 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
Foreign Large Value VTRIX Vanguard Trustees' Equity Fund: Vanguard International Value Fund; Investor Shares 99% 3 60 0 0.39% 2.76%
Others
Moderate Allocation VWELX Vanguard/Wellington Fund 90% 3 60 0 0.17% 12.31%
Aggressive Allocation VASGX Vanguard STAR Funds: Vanguard LifeStrategy Growth Fund; Investor Shares 89% 3 60 0 0.14% 1.97%
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares 66% 3 60 0 0.08% 4.48%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE VALUE VEIPX Vanguard Fenway Funds: Vanguard Equity Income Fund; Investor Shares 99% 3 60 0 0.27% 2.74%
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares 99% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares 98% 3 60 0 0.14% 1.27%
LARGE GROWTH VPMCX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares 95% 3 60 0 0.31% 7.81%
LARGE BLEND VTSMX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Investor Class Shares 94% 3 60 0 0.03% 1.26%
LARGE GROWTH VPCCX Vanguard Fenway Funds: Vanguard PrimeCap Core Fund; Investor Shares 85% 3 60 0 0.46% 1.14%
LARGE VALUE VEIRX Vanguard Fenway Funds: Vanguard Equity Income Fund; Admiral Shares 85% 3 60 0 0.28% 1.95%
Average Expense Ratio: 0.28%
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Related Retirement Plans
PERKINS COIE RETIREMENT AND 401(K) 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*
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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
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