MyPlanIQ 401k Investor GOLDER ASSOCIATES INC. 401K AND RETIREMENT PLAN

GOLDER ASSOCIATES INC. 401K AND RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PIEIX PIEIX
DIVERSIFIED EMERGING MKTS RNWGX RNWGX
REAL ESTATE
US Real Estate VGSIX
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFISX
Foreign Large Blend PIIIX PIIIX
WORLD STOCK RNPEX RNPEX
Others
Target Date 2046-2050 PPLIX PPLIX
Target Date 2051 LTFIX LTFIX
Target Date 2036-2040 PTDIX PTDIX
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PIEIX PIEIX
DIVERSIFIED EMERGING MKTS RNWGX RNWGX
REAL ESTATE
US Real Estate VGSIX
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFISX
Foreign Large Blend PIIIX PIIIX
WORLD STOCK RNPEX RNPEX
Foreign Large Blend PIDIX PIDIX
Others
Target Date 2046-2050 PPLIX PPLIX
Target Date 2051 LTFIX LTFIX
Target Date 2036-2040 PTDIX PTDIX
Target Date 2026-2030 PMTIX PMTIX
Target Date 2016-2020 PLWIX PLWIX
Retirement Income PLSIX PLSIX
Target Date 2011-2015 LTINX LTINX
Target Date 2031-2035 LTIUX LTIUX
Target Date 2041-2045 LTRIX LTRIX
Target Date 2021-2025 LTSTX LTSTX
Target Date 2050 VFIFX PLTZX
Target Date 2000-2010 PTTIX PTTIX
US EQUITY
Mid-Cap Growth PMBPX PMBPX
LARGE GROWTH FINSX FINSX
LARGE VALUE PEIIX PEIIX
MID-CAP BLEND MPSIX MPSIX
MID-CAP VALUE PVMIX PVMIX
SMALL BLEND PSSIX PSSIX
LARGE VALUE ACSDX ACSDX
LARGE BLEND PLFIX PLFIX
LARGE BLEND RFNEX RFNEX
SMALL BLEND JUSMX JUSMX
LARGE GROWTH JLGMX JLGMX
Mid-Cap Growth HARSX HARSX
FIXED INCOME
Short-Term Bond PRWBX PRWBX
High Yield Bond PHYTX PHYTX
Intermediate-Term Bond PMSIX PMSIX
Intermediate-Term Bond PNIIX PNIIX
Intermediate-Term Bond PCBZX PCBZX
Total Available Funds: 36
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS PIEIX PIEIX 91% 3 60 0 1.11% 1.33%
DIVERSIFIED EMERGING MKTS RNWGX RNWGX 43% 3 60 0 1.03% 2.94%
REAL ESTATE
US Real Estate VGSIX 81% 1 60 0 0.12% 3.94%
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFISX 100% 3 60 0 0.39% 3.03%
Foreign Large Blend PIIIX PIIIX 89% 3 60 0 0.78% 0.89%
WORLD STOCK RNPEX RNPEX 65% 3 60 0 1.47% 5.53%
Foreign Large Blend PIDIX PIDIX 5% 3 60 0 0.33% 2.46%
Others
Target Date 2046-2050 PPLIX PPLIX 100% 3 60 0 1.04% 1.58%
Target Date 2051 LTFIX LTFIX 98% 3 60 0 0.93% 7.27%
Target Date 2036-2040 PTDIX PTDIX 94% 3 60 0 1% 1.87%
Target Date 2026-2030 PMTIX PMTIX 93% 3 60 0 1.45% 2.35%
Target Date 2016-2020 PLWIX PLWIX 90% 3 60 0 0.91% 2.79%
Retirement Income PLSIX PLSIX 84% 3 60 0 1.4% 4.8%
Target Date 2011-2015 LTINX LTINX 83% 3 60 0 0.91% 7.25%
Target Date 2031-2035 LTIUX LTIUX 81% 3 60 0 0.62% 6.53%
Target Date 2041-2045 LTRIX LTRIX 78% 3 60 0 0.66% 7.42%
Target Date 2021-2025 LTSTX LTSTX 76% 3 60 0 0.81% 7.14%
Target Date 2050 VFIFX PLTZX 75% 3 60 0 0.08% 2.02%
Target Date 2000-2010 PTTIX PTTIX 0% 3 60 0 0.72% 7.6%
US EQUITY
Mid-Cap Growth PMBPX PMBPX 89% 3 60 0 0.94% 2.57%
LARGE GROWTH FINSX FINSX 88% 3 60 0 0.7% 0.39%
LARGE VALUE PEIIX PEIIX 84% 3 60 0 1.62% 2.85%
MID-CAP BLEND MPSIX MPSIX 82% 3 60 0 0.42% 1.23%
MID-CAP VALUE PVMIX PVMIX 81% 3 60 0 0.7% 6.49%
SMALL BLEND PSSIX PSSIX 78% 3 60 0 0.54% 10.04%
LARGE VALUE ACSDX ACSDX 77% 3 60 0 1.55% 1.51%
LARGE BLEND PLFIX PLFIX 76% 3 60 0 0.52% 2.38%
LARGE BLEND RFNEX RFNEX 52% 3 60 0 0.28% 1.63%
SMALL BLEND JUSMX JUSMX 4% 3 60 0 1.69% 0.63%
LARGE GROWTH JLGMX JLGMX 3% 3 60 0 0.69% 0.46%
Mid-Cap Growth HARSX HARSX 0% 3 60 0 0.64% 1.11%
FIXED INCOME
Short-Term Bond PRWBX PRWBX 93% 3 60 0 0.46% 3.32%
High Yield Bond PHYTX PHYTX 93% 3 60 0 0.94% 6.05%
Intermediate-Term Bond PMSIX PMSIX 74% 3 60 0 0.88% 3.19%
Intermediate-Term Bond PNIIX PNIIX 7% 3 60 0 0.51% 1.58%
Intermediate-Term Bond PCBZX PCBZX 0% 3 60 0 0.57% 0%
Average Expense Ratio: 0.82%
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Related Retirement Plans
THE GOLDER ASSOCIATES INC. 401(K) RETIREMENT 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 0.1% 7.6% 1.1% 5.9% 4.7% 7.5%

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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 36 funds. It covers 5 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.


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