MyPlanIQ 401k Investor SAVINGS PLUS PLAN

SAVINGS PLUS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Ret 2025 Inv class Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target Ret 2045 Inv class Mutual Fund
Retirement Income VTINX Vanguard Target Ret income Inv class Mutual Fund
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value class T Mutual Fund
MID-CAP BLEND VEXMX Vanguard Extended Mkt Index Fund Institutional Shares Mutual Fund
SMALL VALUE PSVIX Allianz NFJ Small-Cap Value Instl class Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Inst class Mutual Fund
SHORT GOVERNMENT STABLEVALUE MetLife Stable Value Blended Fund Fixed Income Fund
Total Available Funds: 23
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Ret 2025 Inv class Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target Ret 2045 Inv class Mutual Fund
Retirement Income VTINX Vanguard Target Ret income Inv class Mutual Fund
Target Date 2031-2035 VTTHX Vanguard Target Ret 2035 Inv class Mutual Fund
Target Date 2050+ VFIFX Vanguard Target Ret 2050 Inv class Mutual Fund
Target Date 2036-2040 VFORX Vanguard Target Ret 2040 Inv class Mutual Fund
Target Date 2026-2030 VTHRX Vanguard Target Ret 2030 Inv class Mutual Fund
Target Date 2016-2020 VTWNX Vanguard Target Ret 2020 Inv class Mutual Fund
ROOT CASH Cash & cash equivalents Money Mkt
Target Date 2011-2015 VTXVX Vanguard Target Ret 2015 Inv class Mutual Fund
Target Date 2000-2010 VTENX Vanguard Target Ret 2010 Inv class Mutual Fund
Target Date 2000-2010 VTOVX Vanguard Target Ret 2005 Inv class Mutual Fund
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value class T Mutual Fund
MID-CAP BLEND VEXMX Vanguard Extended Mkt Index Fund Institutional Shares Mutual Fund
SMALL VALUE PSVIX Allianz NFJ Small-Cap Value Instl class Mutual Fund
LARGE VALUE MEIIX MFS Value Fund Class I Shares Mutual Fund
Mid-Cap Growth HLGEX JPMorgan Mid-Cap Growth Sel class Mutual Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares Mutual Fund
LARGE GROWTH RGAFX American Funds The Growth Fund of Amer Class R5 Mutual Fund
LARGE GROWTH RGAFX American Funds EuroPacific Growth Fund Class R5 Mutual Fund
Small Growth SIGWX Sentinel Small Company class I Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Inst class Mutual Fund
SHORT GOVERNMENT STABLEVALUE MetLife Stable Value Blended Fund Fixed Income Fund
Total Available Funds: 23
  • 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
Others
Target Date 2021-2025 VTTVX Vanguard Target Ret 2025 Inv class Mutual Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Ret 2045 Inv class Mutual Fund 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Ret income Inv class Mutual Fund 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Ret 2035 Inv class Mutual Fund 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFIFX Vanguard Target Ret 2050 Inv class Mutual Fund 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Ret 2040 Inv class Mutual Fund 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Ret 2030 Inv class Mutual Fund 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Ret 2020 Inv class Mutual Fund 66% 3 60 0 0.08% 4.48%
ROOT CASH Cash & cash equivalents Money Mkt 0% 1 60 0 NA 4.14%
Target Date 2011-2015 VTXVX Vanguard Target Ret 2015 Inv class Mutual Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Ret 2010 Inv class Mutual Fund 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target Ret 2005 Inv class Mutual Fund 0% 3 60 0 NA 2.78%
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value class T Mutual Fund 98% 3 60 0 0.91% 1%
MID-CAP BLEND VEXMX Vanguard Extended Mkt Index Fund Institutional Shares Mutual Fund 97% 3 60 0 0.06% 1.11%
SMALL VALUE PSVIX Allianz NFJ Small-Cap Value Instl class Mutual Fund 93% 3 60 0 0.91% 1.89%
LARGE VALUE MEIIX MFS Value Fund Class I Shares Mutual Fund 91% 3 60 0 0.8% 8.54%
Mid-Cap Growth HLGEX JPMorgan Mid-Cap Growth Sel class Mutual Fund 81% 3 60 0 1.14% 0%
LARGE BLEND VINIX Vanguard Institutional Index Fund Institutional Shares Mutual Fund 78% 3 60 0 0.02% 1.36%
LARGE GROWTH RGAFX American Funds The Growth Fund of Amer Class R5 Mutual Fund 75% 3 60 0 0.63% 0.75%
LARGE GROWTH RGAFX American Funds EuroPacific Growth Fund Class R5 Mutual Fund 75% 3 60 0 0.63% 0.75%
Small Growth SIGWX Sentinel Small Company class I Mutual Fund 62% 3 60 0 0.81% 0.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Inst class Mutual Fund 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE MetLife Stable Value Blended Fund Fixed Income Fund 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.37%
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RETIREMENT SAVINGS PLUS
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 9.8% 28.1% 9.5% 11.7% 8.7% 9.6%

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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 24 funds. It covers 2 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity and Fixed Income.


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