MyPlanIQ 401k Investor ADVANTAGE RESOURCING AMERICA RETIREMENT SAVINGS PLAN FOR CONTRACT EMPLOYEES

ADVANTAGE RESOURCING AMERICA RETIREMENT SAVINGS PLAN FOR CONTRACT EMPLOYEES

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RSLCX American Funds SMALLCAP World R3
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Foreign Large Blend VDMIX Vanguard Developed Markets Idx Inv
Others
Target Date 2026-2030 SWDRX Schwab Target 2030
Target Date 2036-2040 SWERX Schwab Target 2040
Target Date 2016-2020 SWCRX Schwab Target 2020
FIXED INCOME
Intermediate-Term Bond PTTDX PIMCO Total Return D
ULTRASHORT BOND NVSIX Wells Fargo Stable Value
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RSLCX American Funds SMALLCAP World R3
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Foreign Large Blend VDMIX Vanguard Developed Markets Idx Inv
Others
Target Date 2026-2030 SWDRX Schwab Target 2030
Target Date 2036-2040 SWERX Schwab Target 2040
Target Date 2016-2020 SWCRX Schwab Target 2020
Target Date 2000-2010 SWBRX Schwab Target 2010
Moderate Allocation TBLIX Transamerica Multi-Mgd Balanced I
Target Date 2046-2050 SWNRX Schwab Target 2050
Retirement Income SWARX Schwab Retirement Income
FIXED INCOME
Intermediate-Term Bond PTTDX PIMCO Total Return D
ULTRASHORT BOND NVSIX Wells Fargo Stable Value
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
US EQUITY
LARGE GROWTH NBSRX Neuberger Berman Socially Resp Inv
LARGE GROWTH FCNTX Fidelity Contrafund
Small Growth CCASX Conestoga Small Cap
LARGE VALUE GSFTX Columbia Dividend Income Z
LARGE GROWTH MLRRX MainStay Large Cap Growth R1
SMALL VALUE NOSGX Northern Small Cap Value
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value
LARGE BLEND SWPPX Schwab S&P 500 Index
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm
Total Available Funds: 22
  • 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
WORLD STOCK RSLCX American Funds SMALLCAP World R3 62% 1 60 0 0.66% 0%
Foreign Large Blend RERCX American Funds EuroPacific Gr R3 55% 1 60 0 0.9% 3.46%
Foreign Large Blend VDMIX Vanguard Developed Markets Idx Inv 0% 1 60 0 0.2% 0%
Others
Target Date 2026-2030 SWDRX Schwab Target 2030 97% 1 60 0 0.42% 5.87%
Target Date 2036-2040 SWERX Schwab Target 2040 97% 1 60 0 0.5% 7.06%
Target Date 2016-2020 SWCRX Schwab Target 2020 96% 1 60 0 0.29% 5.48%
Target Date 2000-2010 SWBRX Schwab Target 2010 95% 1 60 0 0.26% 4.13%
Moderate Allocation TBLIX Transamerica Multi-Mgd Balanced I 5% 1 60 0 0.96% 3.29%
Target Date 2046-2050 SWNRX Schwab Target 2050 5% 1 60 0 0.56% 6.94%
Retirement Income SWARX Schwab Retirement Income 0% 1 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTTDX PIMCO Total Return D 65% 1 60 0 0.75% 4.84%
ULTRASHORT BOND NVSIX Wells Fargo Stable Value 0% 1 60 0 NA 0%
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm 0% 1 60 0 0.15% 3.25%
US EQUITY
LARGE GROWTH NBSRX Neuberger Berman Socially Resp Inv 99% 1 60 0 1.06% 0.22%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 1 60 0 0.55% 4.32%
Small Growth CCASX Conestoga Small Cap 92% 1 60 0 0.9% 0.88%
LARGE VALUE GSFTX Columbia Dividend Income Z 91% 1 60 0 1.16% 5%
LARGE GROWTH MLRRX MainStay Large Cap Growth R1 90% 1 60 0 1.33% 0%
SMALL VALUE NOSGX Northern Small Cap Value 89% 1 60 0 1% 1.46%
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value 81% 1 60 0 0.83% 7.78%
LARGE BLEND SWPPX Schwab S&P 500 Index 79% 1 60 0 0.02% 1.34%
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm 75% 1 60 0 0.06% 1.29%
Average Expense Ratio: 0.63%
Sign up to get fund ranking change alerts

* 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*
Click for Portfolio Details or Follow 4.6% 16.0% 2.6% 8.0% 7.0% 8.2%

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.


Description
The plan consists of 23 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.