MyPlanIQ 401k Investor JACKSON FAMILY ENTERPRISES 401K PLAN

JACKSON FAMILY ENTERPRISES 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund; Investor Shares
Others
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index In
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Si
US EQUITY
Small Growth VISGX Vanguard Small-Cap Growth Index Fund; Investor Class Shares
SMALL BLEND NAESX Vanguard Small-Cap Index Fund; Investor Shares
LARGE GROWTH VIGRX Vanguard Growth Index Fund; Investor Class Shares
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund; Investor Shares
Others
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index In
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Si
US EQUITY
Small Growth VISGX Vanguard Small-Cap Growth Index Fund; Investor Class Shares
SMALL BLEND NAESX Vanguard Small-Cap Index Fund; Investor Shares
LARGE GROWTH VIGRX Vanguard Growth Index Fund; Investor Class Shares
LARGE VALUE DFLVX DFA US Large Cap Value I
SMALL VALUE DFSVX US Small Cap Value Portfolio; Institutional Class Shares
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund; Institutional Shares
SMALL BLEND VSISX Vanguard Small Cap Index Signal
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal
LARGE GROWTH VIGSX Vanguard Growth Index Signal
LARGE BLEND VIFSX Vanguard 500 Index Signal
Total Available Funds: 15
  • 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 Blend VGTSX Vanguard Total International Stock Index Fund; Investor Shares 16% 1 60 0 0.08% 3.12%
Others
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 1 60 0 0.08% 2.02%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund; Investor Shares 100% 1 60 0 0.15% 3.15%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index In 94% 1 60 0 0.15% 3.27%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Si 0% 1 60 0 0.1% 2.96%
US EQUITY
Small Growth VISGX Vanguard Small-Cap Growth Index Fund; Investor Class Shares 100% 1 60 0 0.07% 0.54%
SMALL BLEND NAESX Vanguard Small-Cap Index Fund; Investor Shares 99% 1 60 0 0.03% 1.4%
LARGE GROWTH VIGRX Vanguard Growth Index Fund; Investor Class Shares 97% 1 60 0 0.04% 0.43%
LARGE VALUE DFLVX DFA US Large Cap Value I 77% 1 60 0 0.21% 3.7%
SMALL VALUE DFSVX US Small Cap Value Portfolio; Institutional Class Shares 75% 1 60 0 0.52% 3.75%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund; Institutional Shares 72% 1 60 0 0.04% 1.5%
SMALL BLEND VSISX Vanguard Small Cap Index Signal 0% 1 60 0 0.16% 1.67%
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal 0% 1 60 0 0.1% 1.26%
LARGE GROWTH VIGSX Vanguard Growth Index Signal 0% 1 60 0 0.1% 1.42%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 1 60 0 0.05% 2.03%
Average Expense Ratio: 0.13%
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Related Retirement Plans
JACKSON FAMILY ENTERPRISES 401(K) PLAN
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 3.8% 13.5% 3.0% 7.7% 5.8% 7.8%

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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 15 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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