MyPlanIQ 401k Investor SI Organization Inc. 401k plan

SI Organization Inc. 401k plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NOEMX Northern Emerging Markets Equity
REAL ESTATE
Global Real Estate IRGIX ING Clarion Global Real Estate
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective Fund
COMMODITIES
COMMODITIES BROAD BASKET PCRPX PIMCO Commodity Real Return Strategy
Others
Target Date 2021-2025 VTTVX ING Target Solution 2025 Trust
Target Date 2041-2045 VTIVX ING Target Solution 2045 Trust
Retirement Income VTINX ING Target Solution Income Trust
US EQUITY
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund
LARGE VALUE MIISX BNY Mellon US Stock Index III Fund
LARGE BLEND AIVSX America Funds Investment Company of Amer
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NOEMX Northern Emerging Markets Equity
REAL ESTATE
Global Real Estate IRGIX ING Clarion Global Real Estate
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective Fund
COMMODITIES
COMMODITIES BROAD BASKET PCRPX PIMCO Commodity Real Return Strategy
Others
Target Date 2021-2025 VTTVX ING Target Solution 2025 Trust
Target Date 2041-2045 VTIVX ING Target Solution 2045 Trust
Retirement Income VTINX ING Target Solution Income Trust
Target Date 2031-2035 VTTHX ING Target Solution 2035 Trust
Moderate Allocation VWELX Wellington Quality Value Fund
Target Date 2051+ VFFVX ING Target Solution 2055 Trust
Target Date 2046-2050 VFIFX ING Target Solution 2050 Trust
Target Date 2036-2040 VFORX ING Target Solution 2040 Trust
Target Date 2026-2030 VTHRX ING Target Solution 2030 Trust
Target Date 2016-2020 VTWNX ING Target Solution 2020 Trust
Target Date 2011-2015 VTXVX ING Target Solution 2015 Trust
US EQUITY
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund
LARGE VALUE MIISX BNY Mellon US Stock Index III Fund
LARGE BLEND AIVSX America Funds Investment Company of Amer
LARGE GROWTH APLIX American Century Capital Growth Fund
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Fund
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities
Intermediate-Term Bond MIBDX BNY Mellon US Bond Index III Fund
SHORT GOVERNMENT STABLEVALUE ING Stabilizer
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
Emerging Market
DIVERSIFIED EMERGING MKTS NOEMX Northern Emerging Markets Equity 70% 1 60 0 0.15% 3.92%
REAL ESTATE
Global Real Estate IRGIX ING Clarion Global Real Estate 93% 1 60 0 1.47% 3.06%
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective Fund 66% 1 60 0 1.47% 5.69%
COMMODITIES
COMMODITIES BROAD BASKET PCRPX PIMCO Commodity Real Return Strategy 68% 1 60 0 1.96% 6.74%
Others
Target Date 2021-2025 VTTVX ING Target Solution 2025 Trust 97% 1 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX ING Target Solution 2045 Trust 97% 1 60 0 0.08% 2.48%
Retirement Income VTINX ING Target Solution Income Trust 97% 1 60 0 0.08% 4.2%
Target Date 2031-2035 VTTHX ING Target Solution 2035 Trust 96% 1 60 0 0.08% 2.65%
Moderate Allocation VWELX Wellington Quality Value Fund 90% 1 60 0 0.17% 6.24%
Target Date 2051+ VFFVX ING Target Solution 2055 Trust 80% 1 60 0 0.08% 2.39%
Target Date 2046-2050 VFIFX ING Target Solution 2050 Trust 75% 1 60 0 0.08% 2.42%
Target Date 2036-2040 VFORX ING Target Solution 2040 Trust 70% 1 60 0 0.08% 2.57%
Target Date 2026-2030 VTHRX ING Target Solution 2030 Trust 70% 1 60 0 0.08% 2.75%
Target Date 2016-2020 VTWNX ING Target Solution 2020 Trust 66% 1 60 0 0.08% 6.24%
Target Date 2011-2015 VTXVX ING Target Solution 2015 Trust 0% 1 60 0 0.08% 14.95%
US EQUITY
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund 97% 1 60 0 0.06% 1.39%
LARGE VALUE MIISX BNY Mellon US Stock Index III Fund 74% 1 60 0 0.83% 12.43%
LARGE BLEND AIVSX America Funds Investment Company of Amer 38% 1 60 0 0.27% 5.64%
LARGE GROWTH APLIX American Century Capital Growth Fund 0% 1 60 0 NA 0.34%
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Fund 100% 1 60 0 0.1% 4.14%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities 98% 1 60 0 0.07% 3.87%
Intermediate-Term Bond MIBDX BNY Mellon US Bond Index III Fund 94% 1 60 0 0.57% 2.96%
SHORT GOVERNMENT STABLEVALUE ING Stabilizer 16% 1 60 0 NA 29.1%
Average Expense Ratio: 0.38%
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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 8.8% 23.8% 16.5% 14.2% 9.1% 9.0%

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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 24 funds. It covers 6 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs, Fixed Income, Emerging Market Equity and Commodity.


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