MyPlanIQ 401k Investor M.D.C. HOLDINGS, INC. 401(k) Savings Plan

M.D.C. HOLDINGS, INC. 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX AIM AIM Real Estate Institutional
INTERNATIONAL EQUITY
Foreign Large Blend RERFX The American Funds Group Europacific Growth Fund
Others
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020
Retirement Income TRRIX T Rowe Price rtmt Inc.
FIXED INCOME
Intermediate-Term Bond WOBDX JPMorgan Chase Company JPMorgan Core Bond Select
Inflation-Protected Bond PARRX Pacific Investment Management Corp. Pacific Investment Management Company Real Return Bond Admin
High Yield Bond PHYAX Pacific Investment Management Corp. Pacific Investment Management Company High Yield Admin
US EQUITY
LARGE VALUE TRVLX T Rowe Price rtmt 2010
LARGE VALUE TRVLX T Rowe Price rtmt 2040
SMALL BLEND RTRIX Royce Funds Total Return Institutional Class
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX AIM AIM Real Estate Institutional
INTERNATIONAL EQUITY
Foreign Large Blend RERFX The American Funds Group Europacific Growth Fund
Others
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020
Retirement Income TRRIX T Rowe Price rtmt Inc.
Moderate Allocation RLBFX The American Funds Group American Balanced Income Fund
Target Date 2050+ TRRMX T Rowe Price rtmt Fund 2050
ROOT CASH Charles Schwab Schwab Treasury US Money Mkt
ROOT CASH Charles Schwab Cash
ROOT CASH State Street Money Mkt Account
ROOT CASH Charles Schwab Charles Schwab Money Mkt Mutual Fund
FIXED INCOME
Intermediate-Term Bond WOBDX JPMorgan Chase Company JPMorgan Core Bond Select
Inflation-Protected Bond PARRX Pacific Investment Management Corp. Pacific Investment Management Company Real Return Bond Admin
High Yield Bond PHYAX Pacific Investment Management Corp. Pacific Investment Management Company High Yield Admin
US EQUITY
LARGE VALUE TRVLX T Rowe Price rtmt 2010
LARGE VALUE TRVLX T Rowe Price rtmt 2040
SMALL BLEND RTRIX Royce Funds Total Return Institutional Class
LARGE VALUE VWNAX Vanguard Funds Windsor II ADM
LARGE BLEND VINIX Vanguard Funds Institutional Index
Small Growth VEXRX Vanguard Funds Explorer Admiral Shrs
LARGE GROWTH RGAFX The American Funds Group Growth Fund of Amer
MID-CAP BLEND VMISX Vanguard Funds Mid Cap Index Signal
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
REAL ESTATE
REAL ESTATE IARIX AIM AIM Real Estate Institutional 78% 3 60 0 1.24% 2.47%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX The American Funds Group Europacific Growth Fund 94% 3 60 0 0.84% 1.86%
Others
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030 100% 3 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020 100% 3 60 0 0.78% 11.87%
Retirement Income TRRIX T Rowe Price rtmt Inc. 91% 3 60 0 0.34% 2.96%
Moderate Allocation RLBFX The American Funds Group American Balanced Income Fund 79% 3 60 0 0.31% 2.64%
Target Date 2050+ TRRMX T Rowe Price rtmt Fund 2050 78% 3 60 0 0.63% 6.57%
ROOT CASH Charles Schwab Schwab Treasury US Money Mkt 0% 1 60 0 NA 4.14%
ROOT CASH Charles Schwab Cash 0% 1 60 0 NA 4.14%
ROOT CASH State Street Money Mkt Account 0% 1 60 0 NA 4.14%
ROOT CASH Charles Schwab Charles Schwab Money Mkt Mutual Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond WOBDX JPMorgan Chase Company JPMorgan Core Bond Select 94% 3 60 0 1.1% 3.44%
Inflation-Protected Bond PARRX Pacific Investment Management Corp. Pacific Investment Management Company Real Return Bond Admin 61% 3 60 0 1.37% 4.19%
High Yield Bond PHYAX Pacific Investment Management Corp. Pacific Investment Management Company High Yield Admin 52% 3 60 0 0.66% 5.37%
US EQUITY
LARGE VALUE TRVLX T Rowe Price rtmt 2010 98% 3 60 0 0.57% 1.23%
LARGE VALUE TRVLX T Rowe Price rtmt 2040 98% 3 60 0 0.57% 1.23%
SMALL BLEND RTRIX Royce Funds Total Return Institutional Class 94% 3 60 0 1.95% 10.23%
LARGE VALUE VWNAX Vanguard Funds Windsor II ADM 81% 3 60 0 0.26% 1.59%
LARGE BLEND VINIX Vanguard Funds Institutional Index 78% 3 60 0 0.02% 1.36%
Small Growth VEXRX Vanguard Funds Explorer Admiral Shrs 76% 3 60 0 0.34% 0.59%
LARGE GROWTH RGAFX The American Funds Group Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
MID-CAP BLEND VMISX Vanguard Funds Mid Cap Index Signal 0% 3 60 0 0.1% 1.26%
Average Expense Ratio: 0.72%
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Related Retirement Plans
M.D.C. HOLDINGS, INC. 401(K) SAVINGS 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 1.1% 9.4% 1.1% 5.3% 5.3% 7.5%

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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(Ticker:MDC)
The plan consists of 23 funds. It covers 4 major asset classes and 16 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and REITs.


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