MyPlanIQ 401k Investor Alabama 529 Plan

Alabama 529 Plan

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Inst
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Others
Moderate Allocation RPBAX T. Rowe Price Balanced 529 Portfolio
ROOT CASH vanguard prime money market 529 portfolio
US EQUITY
LARGE GROWTH VIGIX Vanguard Growth Index Instl
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl
SMALL BLEND VSMAX Vanguard Small Cap Index Signal
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index 529 Portfolio
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
ULTRASHORT BOND PTSHX pimco short-term 529 portfolio
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Inst
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Others
Moderate Allocation RPBAX T. Rowe Price Balanced 529 Portfolio
ROOT CASH vanguard prime money market 529 portfolio
US EQUITY
LARGE GROWTH VIGIX Vanguard Growth Index Instl
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl
SMALL BLEND VSMAX Vanguard Small Cap Index Signal
LARGE VALUE VVIAX Vanguard Value Index Signal
LARGE BLEND VINIX Vanguard Institutional Index Instl
LARGE VALUE DFLVX DFA US Large Cap Value I
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth
Small Growth VEXRX Vanguard Explorer Adm
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Signal
SMALL VALUE DFSVX DFA US Small Cap Value I
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Signal
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral
Small Growth VSGAX Vanguard Small Cap Growth Index Admiral
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index 529 Portfolio
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
ULTRASHORT BOND PTSHX pimco short-term 529 portfolio
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z
Intermediate-Term Bond FGBPX Fidelity Advisor Investment Grade Bond 529 Portfolio
Short-Term Bond VBITX Vanguard Short-Term Bond Idx Instl
Inflation-Protected Bond VTSPX Vanguard Shrt-Term Infl-Prot Sec Idx Ins
Total Available Funds: 25
  • 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 VGSNX Vanguard REIT Index Inst 80% 1 60 0 0.12% 4.26%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock 99% 1 60 0 0.52% 2.19%
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl 29% 1 60 0 0.07% 3.33%
Others
Moderate Allocation RPBAX T. Rowe Price Balanced 529 Portfolio 86% 1 60 0 0.47% 3.65%
ROOT CASH vanguard prime money market 529 portfolio 0% 1 60 0 NA 3.73%
US EQUITY
LARGE GROWTH VIGIX Vanguard Growth Index Instl 83% 1 60 0 0.04% 0.54%
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl 82% 1 60 0 0.03% 1.38%
SMALL BLEND VSMAX Vanguard Small Cap Index Signal 80% 1 60 0 0.05% 1.46%
LARGE VALUE VVIAX Vanguard Value Index Signal 79% 1 60 0 0.05% 2.42%
LARGE BLEND VINIX Vanguard Institutional Index Instl 78% 1 60 0 0.02% 2.73%
LARGE VALUE DFLVX DFA US Large Cap Value I 77% 1 60 0 0.21% 3.42%
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth 77% 1 60 0 0.7% 1.81%
Small Growth VEXRX Vanguard Explorer Adm 76% 1 60 0 0.34% 0.86%
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Signal 75% 1 60 0 0.06% 1.23%
SMALL VALUE DFSVX DFA US Small Cap Value I 75% 1 60 0 0.52% 3.58%
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Signal 72% 1 60 0 0.04% 1.53%
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral 30% 1 60 0 0.07% 2.12%
Small Growth VSGAX Vanguard Small Cap Growth Index Admiral 24% 1 60 0 0.07% 0.62%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index 529 Portfolio 94% 1 60 0 0.15% 3.39%
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm 91% 1 60 0 0.07% 4.16%
ULTRASHORT BOND PTSHX pimco short-term 529 portfolio 88% 1 60 0 0.55% 5.01%
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z 83% 1 60 0 1.01% 4.86%
Intermediate-Term Bond FGBPX Fidelity Advisor Investment Grade Bond 529 Portfolio 76% 1 60 0 1.53% 3.77%
Short-Term Bond VBITX Vanguard Short-Term Bond Idx Instl 4% 1 60 0 0.04% 2.34%
Inflation-Protected Bond VTSPX Vanguard Shrt-Term Infl-Prot Sec Idx Ins 3% 1 60 0 0.04% 3.82%
Average Expense Ratio: 0.28%
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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 1.8% 10.6% 2.9% 6.3% 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 for Portfolio Details or Follow 3.3% 10.9% 3.6% 7.1% 6.4% 8.9%

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

The Alabama Higher Education Fund ,distributed by Van Kampen,is a traditional 529 plan that allows you to invest money today and reap tax benefits when you withdraw it to pay for qualified education expenses.With the custom portfolio option, the assets in your 529 Plan account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. MyPlanIQ.com provides asset allocation strategies for the third-way investors to constructs customized 529 portfolios, which is better tailored to their risk profile.

For further information, please visit the

Alabama Higher Education Fund 529 Plan official website.



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