| Total Available Funds: | 11 |
| Major Asset Classes Covered: | INTERNATIONAL EQUITY, FIXED INCOME, US EQUITY |
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MyPlanIQ
401k Investor
NEW JERSEY RESOURCES CORPORATION EMPLOYEES’ RETIREMENT SAVINGS PLAN
More retirement plan match, contribution, and login info
Investment Options
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Model Portfolios 
| Strategic Asset Allocation - Equal Weight: | |||||||
| Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
 |
0.4% | 5.8% | 2.7% | 6.2% | 5.6% | 6.6% | |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| Strategic Asset Allocation - Optimal: | |||||||
| Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
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| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Tactical Asset Allocation: | |||||||
| Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
|
0.1% | 6.2% | 0.9% | 1.9% | 3.0% | 4.5% | |
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| Asset Allocation Composite: | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
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| 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.
** 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(Ticker:NJR)
The plan consists of 12 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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