MyPlanIQ Alameda County Deferred Compensation Plan

Alameda County Deferred Compensation Plan

Waiting for approval. Once it is approved for public use, the portfolio customization will be available.
Tips: Only the pre-defined plans, like 401K, 403B and 529, will get approval. For expert users, they may create any kind of plans for their own use.

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PETAX PETAX
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX ODMAX
INTERNATIONAL EQUITY
WORLD STOCK WAGTX WAGTX
Foreign Large Blend DIISX DIISX
Foreign Large Blend RERCX RERCX
Others
Moderate Allocation RLBCX RLBCX
Health SHSAX SHSAX
FIXED INCOME
Intermediate-Term Bond DPDFX DPDFX
Intermediate-Term Bond DBMIX DBMIX
Inflation-Protected Bond PRTNX PRTNX
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PETAX PETAX
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX ODMAX
INTERNATIONAL EQUITY
WORLD STOCK WAGTX WAGTX
Foreign Large Blend DIISX DIISX
Foreign Large Blend RERCX RERCX
EUROPE STOCK TEMIX TEMIX
Others
Moderate Allocation RLBCX RLBCX
Health SHSAX SHSAX
FIXED INCOME
Intermediate-Term Bond DPDFX DPDFX
Intermediate-Term Bond DBMIX DBMIX
Inflation-Protected Bond PRTNX PRTNX
High Yield Bond EVIBX EVIBX
US EQUITY
MID-CAP VALUE GCMAX GCMAX
Small Growth PSCZX PSCZX
Mid-Cap Growth PEGZX PEGZX
SMALL BLEND DISSX DISSX
LARGE BLEND PDSIX PDSIX
LARGE GROWTH PJFZX PJFZX
LARGE BLEND RFNCX RFNCX
MID-CAP BLEND CAAPX CAAPX
SMALL VALUE DEVLX DEVLX
LARGE VALUE SOPAX SOPAX
LARGE VALUE SOPAX SOPAX
MID-CAP BLEND PESPX PESPX
LARGE GROWTH FKCGX FKCGX
SMALL BLEND ATIAX ATIAX
Total Available Funds: 26
  • 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 PETAX PETAX 99% 3 60 0 1.94% 0.71%
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX ODMAX 65% 3 60 0 0.84% 0.51%
INTERNATIONAL EQUITY
WORLD STOCK WAGTX WAGTX 85% 3 60 0 1.77% 0%
Foreign Large Blend DIISX DIISX 81% 3 60 0 0.6% 3.01%
Foreign Large Blend RERCX RERCX 55% 3 60 0 0.9% 3.46%
EUROPE STOCK TEMIX TEMIX 46% 3 60 0 0.95% 3.24%
Others
Moderate Allocation RLBCX RLBCX 63% 3 60 0 0.31% 2%
Health SHSAX SHSAX 48% 3 60 0 1.45% 3.91%
FIXED INCOME
Intermediate-Term Bond DPDFX DPDFX 63% 3 60 0 0.36% 4.03%
Intermediate-Term Bond DBMIX DBMIX 61% 3 60 0 0.4% 3.3%
Inflation-Protected Bond PRTNX PRTNX 59% 3 60 0 1.37% 4.04%
High Yield Bond EVIBX EVIBX 50% 3 60 0 0.66% 5.56%
US EQUITY
MID-CAP VALUE GCMAX GCMAX 93% 3 60 0 1.18% 4.46%
Small Growth PSCZX PSCZX 93% 3 60 0 0.82% 0.49%
Mid-Cap Growth PEGZX PEGZX 89% 3 60 0 1.08% 2.96%
SMALL BLEND DISSX DISSX 79% 3 60 0 0.5% 8.37%
LARGE BLEND PDSIX PDSIX 76% 3 60 0 0.19% 12.46%
LARGE GROWTH PJFZX PJFZX 74% 3 60 0 1.71% 5.62%
LARGE BLEND RFNCX RFNCX 51% 3 60 0 0.28% 1.42%
MID-CAP BLEND CAAPX CAAPX 46% 3 60 0 1.1% 6.13%
SMALL VALUE DEVLX DEVLX 42% 3 60 0 0.86% 0%
LARGE VALUE SOPAX SOPAX 41% 3 60 0 1.37% 4.09%
LARGE VALUE SOPAX SOPAX 41% 3 60 0 1.37% 4.09%
MID-CAP BLEND PESPX PESPX 0% 3 60 0 0.51% 15.85%
LARGE GROWTH FKCGX FKCGX 0% 3 60 0 0.98% 0%
SMALL BLEND ATIAX ATIAX 0% 3 60 0 1.28% 0%
Average Expense Ratio: 0.94%
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Model Portfolios

Model portfolios of strategic asset allocation and tactical asset allocation will be displayed once the plan is approved for public use.


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*

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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
This plan consists of 26 funds, some of them are: ATIAX, CAAPX, DBMIX, DEVLX, DIISX, DISSX.



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