MyPlanIQ 401k Investor Federal Reserve 401(k) Thrift Plan

Federal Reserve 401(k) Thrift Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX REIT Index
Emerging Market
EMERGING MARKET EQUITY VFINX Emerging Markets Equity
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX International Equity
Others
Aggressive Allocation VBINX Aggressive Fund
Conservative Allocation VWINX Conservative Fund
Moderate Allocation VAAPX Moderate Fund
US EQUITY
SMALL BLEND NAESX Small Company Equity
US EQUITY VTSMX Equity Index
US EQUITY CASH Interest Income Fund
Total Available Funds: 12
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX REIT Index
Emerging Market
EMERGING MARKET EQUITY VFINX Emerging Markets Equity
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX International Equity
Others
Aggressive Allocation VBINX Aggressive Fund
Conservative Allocation VWINX Conservative Fund
Moderate Allocation VAAPX Moderate Fund
US EQUITY
SMALL BLEND NAESX Small Company Equity
US EQUITY VTSMX Equity Index
US EQUITY CASH Interest Income Fund
FIXED INCOME
US CORPORATE BONDS VFICX Bond Index
Inflation-Protected Bond VIPSX TIPS Index
Intermediate Government VFITX Government Securities Fund
Total Available Funds: 12
  • 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 VGSIX REIT Index 81% 1 60 0 0.12% 3.94%
Emerging Market
EMERGING MARKET EQUITY VFINX Emerging Markets Equity 98% 1 60 0 0.14% 1.27%
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX International Equity 16% 1 60 0 0.08% 3.12%
Others
Aggressive Allocation VBINX Aggressive Fund 93% 1 60 0 0.07% 1.83%
Conservative Allocation VWINX Conservative Fund 90% 1 60 0 0.16% 3.39%
Moderate Allocation VAAPX Moderate Fund 0% 1 60 0 NA 1.02%
US EQUITY
SMALL BLEND NAESX Small Company Equity 99% 1 60 0 0.03% 1.4%
US EQUITY VTSMX Equity Index 94% 1 60 0 0.03% 1.26%
US EQUITY CASH Interest Income Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
US CORPORATE BONDS VFICX Bond Index 99% 1 60 0 0.2% 4.04%
Inflation-Protected Bond VIPSX TIPS Index 98% 1 60 0 0.07% 4.24%
Intermediate Government VFITX Government Securities Fund 97% 1 60 0 0.2% 3.38%
Average Expense Ratio: 0.11%
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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 -0.9% 7.1% 0.2% 4.2% 4.1% 6.9%

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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 15 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.


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