MyPlanIQ 401k Investor NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN

NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LAZARD EMG MKT
REAL ESTATE
REAL ESTATE CSRSX C S REALTY
INTERNATIONAL EQUITY
Foreign Large Value VTRIX INTL VALUE
Others
Target Date 2036-2040 TRRDX TROWE RTMT 2040
Target Date 2026-2030 TRRCX TROWE RTMT 2030
Target Date 2016-2020 TRRBX TROWE RTMT 2020
FIXED INCOME
FIXED INCOME VBMFX VANGUARD FIXED INC SEC
Inflation-Protected Bond VIPSX VANGUARD INFLA PROT SEC
Multisector Bond RPSIX TROWE SPECTRUM INC
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LAZARD EMG MKT
REAL ESTATE
REAL ESTATE CSRSX C S REALTY
INTERNATIONAL EQUITY
Foreign Large Value VTRIX INTL VALUE
Others
Target Date 2036-2040 TRRDX TROWE RTMT 2040
Target Date 2026-2030 TRRCX TROWE RTMT 2030
Target Date 2016-2020 TRRBX TROWE RTMT 2020
Target Date 2000-2010 TRRAX TROWE RTMT 2010
Moderate Allocation DODBX DODGE & COX BAL
Retirement Income TRRIX TROWE RTMT INC
ROOT CASH WILMINGTON PRIME MONEY MARKET FUND
FIXED INCOME
FIXED INCOME VBMFX VANGUARD FIXED INC SEC
Inflation-Protected Bond VIPSX VANGUARD INFLA PROT SEC
Multisector Bond RPSIX TROWE SPECTRUM INC
SHORT GOVERNMENT STABLEVALUE WELLS FARGO STABLE VALUE C
US EQUITY
LARGE VALUE VWNDX VANGUARD WINDSOR
LARGE BLEND VTSMX VANGUARD TTL STK MKT
Small Growth ALSRX ALGR SM CP GRW
SMALL BLEND STSVX DREYFUS BOSTON CO SM CAP VAL
LARGE GROWTH TRLGX TROWE LG CAP GR
Total Available Funds: 19
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LAZARD EMG MKT 91% 1 60 0 1.07% 4.97%
REAL ESTATE
REAL ESTATE CSRSX C S REALTY 76% 1 60 0 0.88% 2.09%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX INTL VALUE 99% 1 60 0 0.39% 2.76%
Others
Target Date 2036-2040 TRRDX TROWE RTMT 2040 100% 1 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX TROWE RTMT 2030 100% 1 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX TROWE RTMT 2020 100% 1 60 0 0.78% 11.87%
Target Date 2000-2010 TRRAX TROWE RTMT 2010 97% 1 60 0 0.99% 10.65%
Moderate Allocation DODBX DODGE & COX BAL 93% 1 60 0 0.42% 2.56%
Retirement Income TRRIX TROWE RTMT INC 91% 1 60 0 0.34% 2.96%
ROOT CASH WILMINGTON PRIME MONEY MARKET FUND 0% 1 60 0 NA 4.14%
FIXED INCOME
FIXED INCOME VBMFX VANGUARD FIXED INC SEC 100% 1 60 0 0.15% 3.15%
Inflation-Protected Bond VIPSX VANGUARD INFLA PROT SEC 98% 1 60 0 0.07% 4.24%
Multisector Bond RPSIX TROWE SPECTRUM INC 85% 1 60 0 0.62% 4.4%
SHORT GOVERNMENT STABLEVALUE WELLS FARGO STABLE VALUE C 16% 1 60 0 NA 27.03%
US EQUITY
LARGE VALUE VWNDX VANGUARD WINDSOR 97% 1 60 0 0.32% 1.77%
LARGE BLEND VTSMX VANGUARD TTL STK MKT 94% 1 60 0 0.03% 1.26%
Small Growth ALSRX ALGR SM CP GRW 89% 1 60 0 1.73% 0%
SMALL BLEND STSVX DREYFUS BOSTON CO SM CAP VAL 82% 1 60 0 1.03% 8.67%
LARGE GROWTH TRLGX TROWE LG CAP GR 77% 1 60 0 0.7% 2.07%
Average Expense Ratio: 0.66%
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Related Retirement Plans
NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING 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 4.4% 19.8% 8.2% 8.8% 6.5% 7.8%

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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 20 funds. It covers 5 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, REITs, Emerging Market Equity, Fixed Income and Foreign Equity.


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