MyPlanIQ 401k Investor IDEALAB 401K PLAN

IDEALAB 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX IARAX
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX ODMAX
DIVERSIFIED EMERGING MKTS LZOEX LZOEX
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX ARTIX
Foreign Large Growth TGVRX TGVRX
WORLD STOCK RWICX RWICX
Others
Technology WSTYX WSTYX
Utilities MMUFX MMUFX
Conservative Allocation MXCPX MXCPX
Total Available Funds: 36
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX IARAX
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX ODMAX
DIVERSIFIED EMERGING MKTS LZOEX LZOEX
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX ARTIX
Foreign Large Growth TGVRX TGVRX
WORLD STOCK RWICX RWICX
Foreign Large Blend RERCX RERCX
Foreign Large Blend MXINX MXINX
Foreign Large Value MINGX MINGX
Others
Technology WSTYX WSTYX
Utilities MMUFX MMUFX
Conservative Allocation MXCPX MXCPX
Equity Energy FSTEX FSTEX
Moderate Allocation MXMPX MXMPX
FIXED INCOME
WORLD BOND RCWCX RCWCX
Multisector Bond MXLMX MXLMX
Short-Term Bond MXSDX MXSDX
Intermediate-Term Bond MXBIX MXBIX
Intermediate Government MXGMX MXGMX
US EQUITY
MID-CAP VALUE JMCVX JMCVX
LARGE BLEND NYVTX NYVTX
LARGE GROWTH JARTX JARTX
SMALL VALUE VSCAX VSCAX
LARGE BLEND RFNCX RFNCX
MID-CAP BLEND FLSTX FLSTX
LARGE VALUE DAGVX DAGVX
LARGE VALUE CVFCX CVFCX
Mid-Cap Growth BGRFX BGRFX
LARGE GROWTH MFOCX MFOCX
LARGE GROWTH RGACX RGACX
Mid-Cap Growth MXMGX MXMGX
LARGE BLEND MXVIX MXVIX
LARGE BLEND MXAPX MXAPX
SMALL BLEND MXISX MXISX
SMALL BLEND MXLSX MXLSX
SMALL BLEND RTRKX RTRKX
Total Available Funds: 36
  • 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 IARAX IARAX 46% 1 60 0 1.16% 1.49%
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX ODMAX 65% 1 60 0 0.84% 0.54%
DIVERSIFIED EMERGING MKTS LZOEX LZOEX 61% 1 60 0 1.07% 4.6%
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX ARTIX 92% 1 60 0 0.97% 1.83%
Foreign Large Growth TGVRX TGVRX 63% 1 60 0 1.36% 0.41%
WORLD STOCK RWICX RWICX 62% 1 60 0 0.53% 3.21%
Foreign Large Blend RERCX RERCX 56% 1 60 0 0.9% 3.46%
Foreign Large Blend MXINX MXINX 22% 1 60 0 0.28% 1.65%
Foreign Large Value MINGX MINGX 6% 1 60 0 0.61% 0%
Others
Technology WSTYX WSTYX 48% 1 60 0 0.96% 10.12%
Utilities MMUFX MMUFX 45% 1 60 0 1% 5.82%
Conservative Allocation MXCPX MXCPX 32% 1 60 0 0.77% 3.7%
Equity Energy FSTEX FSTEX 27% 1 60 0 0.92% 0%
Moderate Allocation MXMPX MXMPX 25% 1 60 0 0.91% 3.96%
FIXED INCOME
WORLD BOND RCWCX RCWCX 58% 1 60 0 0.99% 2.16%
Multisector Bond MXLMX MXLMX 38% 1 60 0 0.9% 2.73%
Short-Term Bond MXSDX MXSDX 34% 1 60 0 0.25% 2.44%
Intermediate-Term Bond MXBIX MXBIX 33% 1 60 0 0.5% 1.99%
Intermediate Government MXGMX MXGMX 14% 1 60 0 0.25% 2.55%
US EQUITY
MID-CAP VALUE JMCVX JMCVX 98% 1 60 0 0.91% 1%
LARGE BLEND NYVTX NYVTX 92% 1 60 0 1.75% 8.07%
LARGE GROWTH JARTX JARTX 63% 1 60 0 1.64% 9.3%
SMALL VALUE VSCAX VSCAX 62% 1 60 0 0.87% 0%
LARGE BLEND RFNCX RFNCX 51% 1 60 0 0.28% 1.42%
MID-CAP BLEND FLSTX FLSTX 48% 1 60 0 0.66% 10.42%
LARGE VALUE DAGVX DAGVX 48% 1 60 0 0.63% 5.16%
LARGE VALUE CVFCX CVFCX 46% 1 60 0 0.45% 2.71%
Mid-Cap Growth BGRFX BGRFX 40% 1 60 0 1.3% 1.84%
LARGE GROWTH MFOCX MFOCX 38% 1 60 0 0.75% 0%
LARGE GROWTH RGACX RGACX 37% 1 60 0 0.3% 0%
Mid-Cap Growth MXMGX MXMGX 24% 1 60 0 1.02% 1.63%
LARGE BLEND MXVIX MXVIX 22% 1 60 0 0.51% 1.34%
LARGE BLEND MXAPX MXAPX 21% 1 60 0 1.16% 6.22%
SMALL BLEND MXISX MXISX 21% 1 60 0 0.56% 5.39%
SMALL BLEND MXLSX MXLSX 20% 1 60 0 1.09% 1.87%
SMALL BLEND RTRKX RTRKX 0% 1 60 0 1.47% 13.51%
Average Expense Ratio: 0.85%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
IDEALAB 401(K) 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 1.6% 7.7% 0.8% 3.5% 3.1% 5.6%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 36 funds. It covers 5 major asset classes and 24 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, REITs, Emerging Market Equity and Fixed Income.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.