MyPlanIQ 401k Investor Louisiana State University (LSUHSC) 403(b)Plan

Louisiana State University (LSUHSC) 403(b)Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T. ROWE PRICE REAL EST
INTERNATIONAL EQUITY
WORLD STOCK RWIEX AMER FUNDS CAPWRLDGL R4
Foreign Large Blend REREX AMER FUNDS EUROPAC R4
Others
ROOT CASH VANGUARD PRIME M MKT
US EQUITY
LARGE GROWTH PRGFX T. ROWE PRICE GR STK
LARGE VALUE VWNFX VANGUARD WINDSOR II
LARGE GROWTH VCNIX VC I NASDAQ 100 INDEX FUND
FIXED INCOME
Intermediate-Term Bond VBMFX VANGUARD TOTAL BD IDX
Inflation-Protected Bond ACITX AMCENT INF-ADJ BOND INV
Multisector Bond VCSBX VC II STRATEGIC BOND FUND
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T. ROWE PRICE REAL EST
INTERNATIONAL EQUITY
WORLD STOCK RWIEX AMER FUNDS CAPWRLDGL R4
Foreign Large Blend REREX AMER FUNDS EUROPAC R4
Others
ROOT CASH VANGUARD PRIME M MKT
US EQUITY
LARGE GROWTH PRGFX T. ROWE PRICE GR STK
LARGE VALUE VWNFX VANGUARD WINDSOR II
LARGE GROWTH VCNIX VC I NASDAQ 100 INDEX FUND
MID-CAP VALUE JMVSX JP MORGAN MID CAP VAL SE
Mid-Cap Growth HLGEX JP MORGAN DIVER MID CAP GR SEL
SMALL VALUE AVPAX AMERICAN BEACON SM CAP VAL INV
MID-CAP BLEND VMIDX VC I MID CAP INDEX FUND
SMALL BLEND VCSLX VC I SMALL CAP INDEX FUND
Small Growth VEXPX VANGUARD EXPLORER
LARGE BLEND VSTIX VC I STOCK INDEX FUND
LARGE GROWTH CVGRX CALAMOS GROWTH A
LARGE VALUE RMFEX AMER FUNDS AMER MUT R4
LARGE GROWTH RAFEX AMER FUNDS AMCAP R4
LARGE BLEND VCSRX VC II SOCIALLY RESPONSIBLE
MID-CAP VALUE VMCVX VC II MID CAP VALUE FUND
FIXED INCOME
Intermediate-Term Bond VBMFX VANGUARD TOTAL BD IDX
Inflation-Protected Bond ACITX AMCENT INF-ADJ BOND INV
Multisector Bond VCSBX VC II STRATEGIC BOND FUND
Total Available Funds: 22
  • 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 TRREX T. ROWE PRICE REAL EST 67% 1 60 0 1.09% 11.5%
INTERNATIONAL EQUITY
WORLD STOCK RWIEX AMER FUNDS CAPWRLDGL R4 64% 1 60 0 0.53% 3.72%
Foreign Large Blend REREX AMER FUNDS EUROPAC R4 56% 1 60 0 0.9% 3.66%
Others
ROOT CASH VANGUARD PRIME M MKT 0% 1 60 0 NA 2.66%
US EQUITY
LARGE GROWTH PRGFX T. ROWE PRICE GR STK 100% 1 60 0 0% 3.93%
LARGE VALUE VWNFX VANGUARD WINDSOR II 99% 1 60 0 0.26% 10.39%
LARGE GROWTH VCNIX VC I NASDAQ 100 INDEX FUND 92% 1 60 0 0.45% 0.46%
MID-CAP VALUE JMVSX JP MORGAN MID CAP VAL SE 85% 1 60 0 1.14% 6.46%
Mid-Cap Growth HLGEX JP MORGAN DIVER MID CAP GR SEL 81% 1 60 0 1.14% 0%
SMALL VALUE AVPAX AMERICAN BEACON SM CAP VAL INV 80% 1 60 0 1.28% 5.51%
MID-CAP BLEND VMIDX VC I MID CAP INDEX FUND 78% 1 60 0 0.34% 6.23%
SMALL BLEND VCSLX VC I SMALL CAP INDEX FUND 78% 1 60 0 0.36% 1.5%
Small Growth VEXPX VANGUARD EXPLORER 76% 1 60 0 0.45% 0.9%
LARGE BLEND VSTIX VC I STOCK INDEX FUND 71% 1 60 0 0.29% 8.45%
LARGE GROWTH CVGRX CALAMOS GROWTH A 53% 1 60 0 1.05% 5.14%
LARGE VALUE RMFEX AMER FUNDS AMER MUT R4 50% 1 60 0 0.38% 3.9%
LARGE GROWTH RAFEX AMER FUNDS AMCAP R4 44% 1 60 0 0.49% 3.74%
LARGE BLEND VCSRX VC II SOCIALLY RESPONSIBLE 0% 1 60 0 0.56% 3.91%
MID-CAP VALUE VMCVX VC II MID CAP VALUE FUND 0% 1 60 0 1.05% 1.1%
FIXED INCOME
Intermediate-Term Bond VBMFX VANGUARD TOTAL BD IDX 100% 1 60 0 0.15% 3.19%
Inflation-Protected Bond ACITX AMCENT INF-ADJ BOND INV 92% 1 60 0 0.76% 4.24%
Multisector Bond VCSBX VC II STRATEGIC BOND FUND 0% 1 60 0 0.87% 6.15%
Average Expense Ratio: 0.64%
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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 2.6% 10.6% 1.3% 5.5% 4.8% 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
The plan consists of 23 funds. It covers 4 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.


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