MyPlanIQ
401k Investor
XLHealth Corporation 401K
Investment Options
Total Available Funds: | 18 |
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Total Available Funds: | 18 |
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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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.49%
* 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 - 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* |
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Click for Portfolio Details or Follow | 6.3% | 20.8% | 6.5% | 9.1% | 5.9% | 7.3% | |
Sign up or Login first 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* |
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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.
** 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.
The plan consists of 24 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and Emerging Market Equity.
This plan is created upon a user's request. The following is the info:
American Funds EuroPacific Growth Fund Class R-6 (RERGX) - Short-term Redemption Fee:None
- PIMCO All Asset Instl CL (PAAIX) - Short-term Redemption Fee: None
- Wells Fargo Dow Jones Target Date 2010 Fund Class N - Short-term Redemption Fee: None
- Wells Fargo Dow Jones Target Date 2015 Fund Class N - Short-term Redemption Fee: None
- Wells Fargo Dow Jones Target Date 2020 Fund Class N - Short-term Redemption Fee: None
- Wells Fargo Dow Jones Target Date 2025 Fund Class N - Short-term Redemption Fee: None
- Wells Fargo Dow Jones Target Date 2030 Fund Class N - Short-term Redemption Fee: None
- Wells Fargo Dow Jones Target Date 2035 Fund Class N - Short-term Redemption Fee: None
- Wells Fargo Dow Jones Target Date 2040 Fund Class N - Short-term Redemption Fee: None
- Wells Fargo Dow Jones Target Date 2045 Fund Class N - Short-term Redemption Fee: None
- Wells Fargo Dow Jones Target Date 2050 Fund Class N - Short-term Redemption Fee: None
- Wells Fargo Dow Jones Target Date Today Fund Class N - Short-term Redemption Fee:None
- Dodge & Cox Income Fund - Short-term Redemption Fee: None
- Northern Trust Treasury Inflation-Protected Securities Index Fund - Non Lending - Short-term Redemption Fee: None
- SSgA U.S. Bond Index Non-Lending Series Fund Class C - Short-term Redemption Fee: None
- UnitedHealth Group Stable Value Fund - Short-term Redemption Fee: None
- Aberdeen Emerg Mkts Instl Fd Instl CL (ABEMX) - Short-term Redemption Fee: None
- EB Diversified Stock Fund - Short-term Redemption Fee: None
- Pyramis Small Company Fund - Short-term Redemption Fee: None
- SSgA Global Equity ex U.S. Index Non-Lending Series Fund Class C - Short-term Redemption Fee: None
- Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) - Short-term Redemption Fee: None
- Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) - Short-term Redemption Fee: None
- Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) - Short-term Redemption Fee: None
- Wellington Mid Cap Opportunities Portfolio - Short-term Redemption Fee: None