MyPlanIQ
401k Investor
M.A. MORTENSON COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN and TRUST
Investment Options
| Total Available Funds: | 14 |
| Asset Class | Ticker | Description | Rating | ||||||||||||||||
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| Total Available Funds: | 14 |
| Asset Class | Ticker | Description | Rating | ||||||||||||||||||||||||||||||||
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| Total Available Funds: | 14 |
- 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: 0.93%
* If you find the above investment options have changed, please
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Related Retirement Plans
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 | 2.4% | 12.1% | 2.9% | 7.8% | 5.7% | 8.0% |
| 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* |
|
|
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.
Description
The plan consists of 14 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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