| Total Available Funds: | 12 |
| Major Asset Classes Covered: | Emerging Market, REAL ESTATE, INTERNATIONAL EQUITY, FIXED INCOME, US EQUITY |
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MyPlanIQ
401k Investor
RS EDEN INC. 403(B) PLAN
More retirement plan match, contribution, and login info
Investment Options
* If you find the above investment options have changed, please
email us the latest change or directly
Modify 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* |
|
 |
0.2% | 14.2% | 5.7% | 6.1% | 5.3% | 7.5% | |
| 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* |
|
|
0.8% | -1.1% | 4.8% | 4.7% | 5.5% | ||
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| Tactical Asset Allocation: | |||||||
| Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
|
5.9% | 3.9% | 8.2% | 8.1% | 11.6% | ||
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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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* 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 12 funds. It covers 5 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, REITs, Emerging Market Equity, Fixed Income and Foreign Equity.
