MyPlanIQ EQUITY RESIDENTIAL ADVANTAGE RETIREMENT SAVINGS PLAN

EQUITY RESIDENTIAL ADVANTAGE RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
Others
Target Date 2036-2040 PTDIX Principal Funds
Target Date 2031-2035 LTIUX Principal Funds
Target Date 2026-2030 PTCAX Principal Funds
FIXED INCOME
Intermediate Government PAGNX PIMCO Funds: PIMCO GNMA Fund; Class A Shares
US EQUITY
SMALL VALUE FRVLX Franklin Value Investors Trust: Franklin Small Cap Value Fund; Class A Shares
LARGE BLEND LDFVX Lord Abbett Securities Trust: Lord Abbett Fundamental Equity Fund; Class A Shares
LARGE BLEND GRINX Victory Portfolios: Diversified Stock Fund; Class R Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
Others
Target Date 2036-2040 PTDIX Principal Funds
Target Date 2031-2035 LTIUX Principal Funds
Target Date 2026-2030 PTCAX Principal Funds
FIXED INCOME
Intermediate Government PAGNX PIMCO Funds: PIMCO GNMA Fund; Class A Shares
US EQUITY
SMALL VALUE FRVLX Franklin Value Investors Trust: Franklin Small Cap Value Fund; Class A Shares
LARGE BLEND LDFVX Lord Abbett Securities Trust: Lord Abbett Fundamental Equity Fund; Class A Shares
LARGE BLEND GRINX Victory Portfolios: Diversified Stock Fund; Class R Shares
LARGE GROWTH THCGX Thornburg Investment Trust: Thornburg Core Growth Fund; Class A Shares
LARGE GROWTH AGBBX AllianceBernstein Portfolios: AllianceBernstein Growth Fund; Class B Shares
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
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares 64% 3 60 0 1.36% 2.31%
Others
Target Date 2036-2040 PTDIX Principal Funds 94% 3 60 0 1% 4.69%
Target Date 2031-2035 LTIUX Principal Funds 81% 3 60 0 0.62% 4.4%
Target Date 2026-2030 PTCAX Principal Funds 49% 3 60 0 1.14% 4.06%
FIXED INCOME
Intermediate Government PAGNX PIMCO Funds: PIMCO GNMA Fund; Class A Shares 60% 3 60 0 1.67% 3.6%
US EQUITY
SMALL VALUE FRVLX Franklin Value Investors Trust: Franklin Small Cap Value Fund; Class A Shares 55% 3 60 0 1.73% 5.02%
LARGE BLEND LDFVX Lord Abbett Securities Trust: Lord Abbett Fundamental Equity Fund; Class A Shares 54% 3 60 0 0.63% 0.93%
LARGE BLEND GRINX Victory Portfolios: Diversified Stock Fund; Class R Shares 49% 3 60 0 0.78% 11.27%
LARGE GROWTH THCGX Thornburg Investment Trust: Thornburg Core Growth Fund; Class A Shares 34% 3 60 0 0.95% 0%
LARGE GROWTH AGBBX AllianceBernstein Portfolios: AllianceBernstein Growth Fund; Class B Shares 0% 3 60 0 1.98% 25.32%
Average Expense Ratio: 1.19%
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Related Retirement Plans
EQUITY RESIDENTIAL ADVANTAGE RETIREMENT SAVINGS PLAN
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*
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
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