MyPlanIQ 401k Investor CBRE 401(k) Plan

CBRE 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AMERICAN EUROPACIFIC GR FD R5
WORLD STOCK OAKGX OAKMARK GLOBAL FUND CL I
Others
Target Date 2021-2025 VTTVX VANGUARD 2025 TARGET RETIREMNT
Target Date 2041-2045 VTIVX VANGUARD 2045 TARGET RETIREMNT
Retirement Income VTINX VANGUARD TRGT INCOME RETRMNT
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INSTL
Intermediate-Term Bond DBIRX DREYFUS BOND MARKET INDEX BASI
SHORT GOVERNMENT STABLEVALUE INVESCO STABLE VALUE RET CL 1
US EQUITY
LARGE BLEND VFINX NORTHERN TR CL S&P 500 IDX II
LARGE VALUE MADVX BLACKROCK EQUITY DIVIDEND I
MID-CAP VALUE AVUAX AMERICAN CENTURY MID CAP VALUE
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AMERICAN EUROPACIFIC GR FD R5
WORLD STOCK OAKGX OAKMARK GLOBAL FUND CL I
Others
Target Date 2021-2025 VTTVX VANGUARD 2025 TARGET RETIREMNT
Target Date 2041-2045 VTIVX VANGUARD 2045 TARGET RETIREMNT
Retirement Income VTINX VANGUARD TRGT INCOME RETRMNT
Target Date 2031-2035 VTTHX VANGUARD 2035 TARGET RETIREMNT
Moderate Allocation OAKBX OAKMARK EQUITY & INCOME FD
Target Date 2051+ VFFVX VANGUARD 2055 TARGET RETIREMNT
Target Date 2046-2050 VFIFX VANGUARD 2050 TARGET RETIREMNT
Target Date 2036-2040 VFORX VANGUARD 2040 TARGET RETIREMNT
Target Date 2026-2030 VTHRX VANGUARD 2030 TARGET RETIREMNT
ROOT ODVIX OPPENHEIMER DEVELOPING MARKETS
Target Date 2016-2020 VTWNX VANGUARD 2020 TARGET RETIREMNT
Technology RIFYX RS TECHNOLOGY FUND CL Y
Natural Resources PGNAX PRUDENTIAL JENNISON NATURAL RESOURCES
Target Date 2011-2015 VTXVX VANGUARD 2015 TARGET RETIREMNT
Target Date 2000-2010 VTENX VANGUARD 2010 TARGET RETIREMNT
ROOT CASH MONEY MARKET FUND
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INSTL
Intermediate-Term Bond DBIRX DREYFUS BOND MARKET INDEX BASI
SHORT GOVERNMENT STABLEVALUE INVESCO STABLE VALUE RET CL 1
US EQUITY
LARGE BLEND VFINX NORTHERN TR CL S&P 500 IDX II
LARGE VALUE MADVX BLACKROCK EQUITY DIVIDEND I
MID-CAP VALUE AVUAX AMERICAN CENTURY MID CAP VALUE
Mid-Cap Growth GGOIX GOLDMAN:GRO OPPTYS;INS
SMALL VALUE JSCOX PERKINS SMALL CAP VALUE CL I
LARGE GROWTH RGAFX AMERICAN GROWTH FUND OF AMER R
Small Growth WFGDX WELLS FARGO ADV EMERGING
Small Growth WFSIX WELLS FARGO ADVANTAGE SMALL CAP GROWTH
Total Available Funds: 29
  • 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 Blend RERFX AMERICAN EUROPACIFIC GR FD R5 94% 1 60 0 0.84% 1.86%
WORLD STOCK OAKGX OAKMARK GLOBAL FUND CL I 88% 1 60 0 0.94% 1.61%
Others
Target Date 2021-2025 VTTVX VANGUARD 2025 TARGET RETIREMNT 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX VANGUARD 2045 TARGET RETIREMNT 97% 1 60 0 0.08% 2.34%
Retirement Income VTINX VANGUARD TRGT INCOME RETRMNT 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX VANGUARD 2035 TARGET RETIREMNT 96% 1 60 0 0.08% 2.34%
Moderate Allocation OAKBX OAKMARK EQUITY & INCOME FD 91% 1 60 0 0.83% 2.3%
Target Date 2051+ VFFVX VANGUARD 2055 TARGET RETIREMNT 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX VANGUARD 2050 TARGET RETIREMNT 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX VANGUARD 2040 TARGET RETIREMNT 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX VANGUARD 2030 TARGET RETIREMNT 70% 1 60 0 0.08% 2.21%
ROOT ODVIX OPPENHEIMER DEVELOPING MARKETS 69% 1 60 0 0.84% 0.97%
Target Date 2016-2020 VTWNX VANGUARD 2020 TARGET RETIREMNT 66% 1 60 0 0.08% 4.48%
Technology RIFYX RS TECHNOLOGY FUND CL Y 50% 1 60 0 1.24% 0%
Natural Resources PGNAX PRUDENTIAL JENNISON NATURAL RESOURCES 49% 1 60 0 0.9% 1.95%
Target Date 2011-2015 VTXVX VANGUARD 2015 TARGET RETIREMNT 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX VANGUARD 2010 TARGET RETIREMNT 0% 1 60 0 0.17% 0%
ROOT CASH MONEY MARKET FUND 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INSTL 97% 1 60 0 0.83% 3.98%
Intermediate-Term Bond DBIRX DREYFUS BOND MARKET INDEX BASI 95% 1 60 0 0.4% 3.44%
SHORT GOVERNMENT STABLEVALUE INVESCO STABLE VALUE RET CL 1 16% 1 60 0 NA 27.03%
US EQUITY
LARGE BLEND VFINX NORTHERN TR CL S&P 500 IDX II 98% 1 60 0 0.14% 1.27%
LARGE VALUE MADVX BLACKROCK EQUITY DIVIDEND I 91% 1 60 0 1% 7.21%
MID-CAP VALUE AVUAX AMERICAN CENTURY MID CAP VALUE 90% 1 60 0 1.23% 1.84%
Mid-Cap Growth GGOIX GOLDMAN:GRO OPPTYS;INS 90% 1 60 0 1.41% 0%
SMALL VALUE JSCOX PERKINS SMALL CAP VALUE CL I 83% 1 60 0 1.36% 9.94%
LARGE GROWTH RGAFX AMERICAN GROWTH FUND OF AMER R 75% 1 60 0 0.63% 0.75%
Small Growth WFGDX WELLS FARGO ADV EMERGING 62% 1 60 0 0.85% 0%
Small Growth WFSIX WELLS FARGO ADVANTAGE SMALL CAP GROWTH 0% 1 60 0 NA 0%
Average Expense Ratio: 0.55%
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Related Retirement Plans
CBRE 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 5.9% 17.2% 6.6% 9.5% 6.2% 7.4%

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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 31 funds. It covers 3 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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