MyPlanIQ 401k Investor INSPERITY 401K PLAN

INSPERITY 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRAX Virtus Real Estate Securities (A)
INTERNATIONAL EQUITY
Foreign Large Blend RERCX Amer Funds EuroPacific Growth (R3)
Others
Retirement Income VTINX Insperity Horizon Risk-Mgd Ret Income
Target Date 2046-2050 VFIFX Insperity Horizon Risk-Managed 2050
Target Date 2036-2040 VFORX Insperity Horizon Risk-Managed 2040
US EQUITY
LARGE BLEND VFINX BNY Mellon S&P 500 Index
LARGE VALUE DODGX Dodge & Cox Stock
Small Growth BUFSX Buffalo Small Cap
FIXED INCOME
Inflation-Protected Bond AIANX American Century Inflation-Adj Bd (Instl)
Bank Loan EVBLX Eaton Vance Floating Rate (A)
Intermediate-Term Bond PTRAX PIMCO Total Return (Admin)
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRAX Virtus Real Estate Securities (A)
INTERNATIONAL EQUITY
Foreign Large Blend RERCX Amer Funds EuroPacific Growth (R3)
Others
Retirement Income VTINX Insperity Horizon Risk-Mgd Ret Income
Target Date 2046-2050 VFIFX Insperity Horizon Risk-Managed 2050
Target Date 2036-2040 VFORX Insperity Horizon Risk-Managed 2040
Target Date 2026-2030 VTHRX Insperity Horizon Risk-Managed 2030
Target Date 2016-2020 VTWNX Insperity Horizon Risk-Managed 2020
ROOT CASH Federated Prime Obligations MM
US EQUITY
LARGE BLEND VFINX BNY Mellon S&P 500 Index
LARGE VALUE DODGX Dodge & Cox Stock
Small Growth BUFSX Buffalo Small Cap
LARGE GROWTH MLRTX MainStay Large Cap Growth (R2)
SMALL VALUE PCVAX Allianz NFJ Small Cap Value (A)
MID-CAP VALUE GSMSX Goldman Sachs Mid Cap Value (Serv) GSMSX
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth Fund (A)
LARGE VALUE MSDVX Blackrock Equity Dividend (S)
FIXED INCOME
Inflation-Protected Bond AIANX American Century Inflation-Adj Bd (Instl)
Bank Loan EVBLX Eaton Vance Floating Rate (A)
Intermediate-Term Bond PTRAX PIMCO Total Return (Admin)
Multisector Bond COSIX Columbia Strategic Income Fund (A)
High Yield Bond AYBVX Allianz AGIC High Yield Bond Adm
Total Available Funds: 21
  • 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
REAL ESTATE
REAL ESTATE PHRAX Virtus Real Estate Securities (A) 40% 3 60 0 2.05% 10.56%
INTERNATIONAL EQUITY
Foreign Large Blend RERCX Amer Funds EuroPacific Growth (R3) 55% 3 60 0 0.9% 3.46%
Others
Retirement Income VTINX Insperity Horizon Risk-Mgd Ret Income 97% 3 60 0 0.08% 4.09%
Target Date 2046-2050 VFIFX Insperity Horizon Risk-Managed 2050 75% 3 60 0 0.08% 2.09%
Target Date 2036-2040 VFORX Insperity Horizon Risk-Managed 2040 70% 3 60 0 0.08% 2.27%
Target Date 2026-2030 VTHRX Insperity Horizon Risk-Managed 2030 70% 3 60 0 0.08% 2.5%
Target Date 2016-2020 VTWNX Insperity Horizon Risk-Managed 2020 66% 3 60 0 0.08% 6.08%
ROOT CASH Federated Prime Obligations MM 0% 3 60 0 NA 3.73%
US EQUITY
LARGE BLEND VFINX BNY Mellon S&P 500 Index 98% 3 60 0 0.14% 1.25%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 5.1%
Small Growth BUFSX Buffalo Small Cap 93% 3 60 0 1.01% 0%
LARGE GROWTH MLRTX MainStay Large Cap Growth (R2) 56% 3 60 0 1.33% 0%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value (A) 56% 3 60 0 0.89% 16.12%
MID-CAP VALUE GSMSX Goldman Sachs Mid Cap Value (Serv) GSMSX 46% 3 60 0 0.82% 4.24%
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth Fund (A) 39% 3 60 0 1.57% 6.45%
LARGE VALUE MSDVX Blackrock Equity Dividend (S) 24% 3 60 0 1% 6.94%
FIXED INCOME
Inflation-Protected Bond AIANX American Century Inflation-Adj Bd (Instl) 93% 3 60 0 0.76% 4.69%
Bank Loan EVBLX Eaton Vance Floating Rate (A) 67% 3 60 0 0.77% 8.61%
Intermediate-Term Bond PTRAX PIMCO Total Return (Admin) 66% 3 60 0 0.8% 3.85%
Multisector Bond COSIX Columbia Strategic Income Fund (A) 65% 3 60 0 0.64% 5.34%
High Yield Bond AYBVX Allianz AGIC High Yield Bond Adm 0% 3 60 0 0.8% 5.44%
Average Expense Ratio: 0.72%
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Related Retirement Plans
INSPERITY 401K 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 3.1% 12.4% 1.3% 15.4% 9.3% 10.0%

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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 21 funds. It covers 4 major asset classes and 20 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.


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