MyPlanIQ 401k Investor OGILVY COMMONHEALTH WORLDWIDE LLC PENSION PLAN

OGILVY COMMONHEALTH WORLDWIDE LLC PENSION PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PRIAX Principal Global International Emerging Markets Sep Acct 
REAL ESTATE
REAL ESTATE PRRAX Principal Real Estate U.S. Property Sep Acct
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX Principal Global /DFA International SmallCap Separate Account 
Foreign Large Blend PRWLX Principal Global Diversified International Separate Account 
Others
Target Date 2046-2050 PPLIX Principal LifeTime 2050 Separate Account 
Target Date 2036-2040 PTDIX Principal LifeTime 2040 Separate Account
Target Date 2026-2030 PMTIX Principal LifeTime 2030 Separate Account
US EQUITY
LARGE GROWTH VWUSX LargeCap Growth I Separate Account 
Small Growth BUFSX Buffalo Small Cap Fund 
MID-CAP VALUE GSMCX Goldman Sachs/LA Capital Mgmt MidCap Value I Separate Account
Total Available Funds: 29
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PRIAX Principal Global International Emerging Markets Sep Acct 
REAL ESTATE
REAL ESTATE PRRAX Principal Real Estate U.S. Property Sep Acct
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX Principal Global /DFA International SmallCap Separate Account 
Foreign Large Blend PRWLX Principal Global Diversified International Separate Account 
Others
Target Date 2046-2050 PPLIX Principal LifeTime 2050 Separate Account 
Target Date 2036-2040 PTDIX Principal LifeTime 2040 Separate Account
Target Date 2026-2030 PMTIX Principal LifeTime 2030 Separate Account
Target Date 2016-2020 PLWIX Principal LifeTime 2020 Separate Account
Aggressive Allocation PCWIX SAM Conservative Growth Separate Account 
Conservative Allocation PCCIX SAM Conservative Balanced Separate Account 
Conservative Allocation PIFIX SAM Flexible Income Separate Account
Moderate Allocation PSBIX SAM Balanced Separate Account
Retirement Income PALTX Principal LifeTime Strategic Income Separate Account 
Target Date 2000-2010 PTTIX Principal LifeTime 2010 Separate Account 
Moderate Allocation PRDCX Diversified Real Asset Separate Account
ROOT CASH Money Market Sep Acct
US EQUITY
LARGE GROWTH VWUSX LargeCap Growth I Separate Account 
Small Growth BUFSX Buffalo Small Cap Fund 
MID-CAP VALUE GSMCX Goldman Sachs/LA Capital Mgmt MidCap Value I Separate Account
MID-CAP BLEND MPSIX Principal Global MidCap S&P 400 Index Separate Account 
SMALL BLEND PSSIX Principal Global SmallCap S&P 600 Index Separate Account 
LARGE BLEND PLFIX LargeCap S&P 500 Index Separate Account
SMALL VALUE DFSVX DFA/Vaughan Nelson/LA Capital SmallCap Value II Separate Account 
LARGE BLEND PSWIX SAM Strategic Growth Separate Account 
LARGE BLEND PAULX T.Rowe / Clearbridge Advisors LargeCap Blend II Separate Account 
Mid-Cap Growth TMGFX Turner / Jacobs Levy MidCap Growth III Separate Account 
LARGE VALUE OAEIX Oppenheimer Equity Income A Fund
FIXED INCOME
WORLD BOND TPINX Templeton Global Bond A Fund
Inflation-Protected Bond PRTNX PIMCO Real Return A Fund 
Total Available Funds: 29
  • 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 PRIAX Principal Global International Emerging Markets Sep Acct  55% 1 60 0 1.11% 0.97%
REAL ESTATE
REAL ESTATE PRRAX Principal Real Estate U.S. Property Sep Acct 38% 1 60 0 1.99% 3.16%
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX Principal Global /DFA International SmallCap Separate Account  100% 1 60 0 0.43% 3.75%
Foreign Large Blend PRWLX Principal Global Diversified International Separate Account  40% 1 60 0 0.78% 0.54%
Others
Target Date 2046-2050 PPLIX Principal LifeTime 2050 Separate Account  100% 1 60 0 1.04% 1.58%
Target Date 2036-2040 PTDIX Principal LifeTime 2040 Separate Account 94% 1 60 0 1% 1.87%
Target Date 2026-2030 PMTIX Principal LifeTime 2030 Separate Account 93% 1 60 0 1.45% 2.35%
Target Date 2016-2020 PLWIX Principal LifeTime 2020 Separate Account 90% 1 60 0 0.91% 2.79%
Aggressive Allocation PCWIX SAM Conservative Growth Separate Account  74% 1 60 0 1.09% 10.7%
Conservative Allocation PCCIX SAM Conservative Balanced Separate Account  67% 1 60 0 0.82% 4.53%
Conservative Allocation PIFIX SAM Flexible Income Separate Account 66% 1 60 0 0.79% 2.49%
Moderate Allocation PSBIX SAM Balanced Separate Account 65% 1 60 0 1.08% 7.6%
Retirement Income PALTX Principal LifeTime Strategic Income Separate Account  31% 1 60 0 1.4% 4.38%
Target Date 2000-2010 PTTIX Principal LifeTime 2010 Separate Account  0% 1 60 0 0.72% 7.6%
Moderate Allocation PRDCX Diversified Real Asset Separate Account 0% 1 60 0 1.96% 0%
ROOT CASH Money Market Sep Acct 0% 1 60 0 NA 4.14%
US EQUITY
LARGE GROWTH VWUSX LargeCap Growth I Separate Account  99% 1 60 0 0.3% 0.25%
Small Growth BUFSX Buffalo Small Cap Fund  92% 1 60 0 1.01% 0%
MID-CAP VALUE GSMCX Goldman Sachs/LA Capital Mgmt MidCap Value I Separate Account 82% 1 60 0 1.18% 0.85%
MID-CAP BLEND MPSIX Principal Global MidCap S&P 400 Index Separate Account  81% 1 60 0 0.42% 1.23%
SMALL BLEND PSSIX Principal Global SmallCap S&P 600 Index Separate Account  78% 1 60 0 0.54% 10.04%
LARGE BLEND PLFIX LargeCap S&P 500 Index Separate Account 76% 1 60 0 0.52% 2.38%
SMALL VALUE DFSVX DFA/Vaughan Nelson/LA Capital SmallCap Value II Separate Account  75% 1 60 0 0.52% 3.75%
LARGE BLEND PSWIX SAM Strategic Growth Separate Account  61% 1 60 0 1.72% 8.35%
LARGE BLEND PAULX T.Rowe / Clearbridge Advisors LargeCap Blend II Separate Account  15% 1 60 0 0.58% 0.16%
Mid-Cap Growth TMGFX Turner / Jacobs Levy MidCap Growth III Separate Account  0% 1 60 0 1.18% 0%
LARGE VALUE OAEIX Oppenheimer Equity Income A Fund 0% 1 60 0 1.01% 2.59%
FIXED INCOME
WORLD BOND TPINX Templeton Global Bond A Fund 73% 1 60 0 0.96% 3.86%
Inflation-Protected Bond PRTNX PIMCO Real Return A Fund  59% 1 60 0 1.37% 4.04%
Average Expense Ratio: 1%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 1.0% 4.8% -1.0% 4.3% 3.9% 6.2%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 30 funds. It covers 5 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs and Fixed Income.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.