MyPlanIQ ECPI UNIVERSITY RETIREMENT PLAN

ECPI UNIVERSITY RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK CWGIX Capital World Growth & Income Fund; Class A Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2011-2015 AABTX American Funds Target Date Retirement Series: American Funds 2015 Target Date Retirement Fund; Class A Shares
Target Date 2031-2035 AAFTX American Funds Target Date Retirement Series: American Funds 2035 Target Date Retirement Fund; Class A Shares
Target Date 2021-2025 AADTX American Funds Target Date Retirement Series: American Funds 2025 Target Date Retirement Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond ABNDX Bond Fund of America; A
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK CWGIX Capital World Growth & Income Fund; Class A Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2011-2015 AABTX American Funds Target Date Retirement Series: American Funds 2015 Target Date Retirement Fund; Class A Shares
Target Date 2031-2035 AAFTX American Funds Target Date Retirement Series: American Funds 2035 Target Date Retirement Fund; Class A Shares
Target Date 2021-2025 AADTX American Funds Target Date Retirement Series: American Funds 2025 Target Date Retirement Fund; Class A Shares
Target Date 2000-2010 AAATX American Funds Target Date Retirement Series: American Funds 2010 Target Date Retirement Fund; Class A Shares
Moderate Allocation ABALX American Balanced Fund; Class A Shares
Target Date 2026-2030 AAETX American Funds Target Date Retirement Series: American Funds 2030 Target Date Retirement Fund; Class A Shares
Target Date 2016-2020 AACTX American Funds Target Date Retirement Series: American Funds 2020 Target Date Retirement Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond ABNDX Bond Fund of America; A
Total Available Funds: 10
  • 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 CWGIX Capital World Growth & Income Fund; Class A Shares 65% 3 60 0 0.53% 3.47%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 3.64%
Others
Target Date 2011-2015 AABTX American Funds Target Date Retirement Series: American Funds 2015 Target Date Retirement Fund; Class A Shares 50% 3 60 0 0.3% 3.44%
Target Date 2031-2035 AAFTX American Funds Target Date Retirement Series: American Funds 2035 Target Date Retirement Fund; Class A Shares 49% 3 60 0 0.35% 4.72%
Target Date 2021-2025 AADTX American Funds Target Date Retirement Series: American Funds 2025 Target Date Retirement Fund; Class A Shares 47% 3 60 0 0.32% 3.58%
Target Date 2000-2010 AAATX American Funds Target Date Retirement Series: American Funds 2010 Target Date Retirement Fund; Class A Shares 44% 3 60 0 0.28% 3.18%
Moderate Allocation ABALX American Balanced Fund; Class A Shares 43% 3 60 0 0.31% 2.39%
Target Date 2026-2030 AAETX American Funds Target Date Retirement Series: American Funds 2030 Target Date Retirement Fund; Class A Shares 39% 3 60 0 0.33% 3.9%
Target Date 2016-2020 AACTX American Funds Target Date Retirement Series: American Funds 2020 Target Date Retirement Fund; Class A Shares 32% 3 60 0 0.3% 3.63%
FIXED INCOME
Intermediate-Term Bond ABNDX Bond Fund of America; A 39% 3 60 0 0.33% 3.52%
Average Expense Ratio: 0.4%
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Model Portfolios

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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*     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
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