MyPlanIQ 401k Investor Louisiana Public Employees Deferred Compensation Plan

Louisiana Public Employees Deferred Compensation Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate Institutional
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK RWIFX American Funds Capital World G/I R5
Foreign Large Value MXIVX Maxim MFS International Value Initial
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Multisector Bond LSBDX Loomis Sayles Bond Instl
High Yield Bond MHYIX MainStay High Yield Corporate Bond I
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
SMALL BLEND IWM BlackRock Russell 2000 Index Coll F
LARGE VALUE PRFDX T. Rowe Price Equity Income
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate Institutional
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK RWIFX American Funds Capital World G/I R5
Foreign Large Value MXIVX Maxim MFS International Value Initial
Foreign Large Blend BTAEX BlackRock EAFE Equity Index Coll F
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Multisector Bond LSBDX Loomis Sayles Bond Instl
High Yield Bond MHYIX MainStay High Yield Corporate Bond I
Inflation-Protected Bond ATPIX BlackRock US Treas Infl Pro Secs Coll F
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
SMALL BLEND IWM BlackRock Russell 2000 Index Coll F
LARGE VALUE PRFDX T. Rowe Price Equity Income
LARGE VALUE ACIIX American Century Equity Income Instl
Mid-Cap Growth ARTMX Artisan Mid Cap Inv
LARGE VALUE RWMFX American Funds Washington Mutual R5
SMALL VALUE JSCOX Perkins Small Cap Value I
Small Growth RSYEX RS Small Cap Growth Y
LARGE BLEND BRGNX BlackRock Russell 1000 Index Coll F
MID-CAP BLEND CAAIX Ariel Appreciation Institutional
Mid-Cap Growth TEGYX Touchstone Mid Cap Growth Y
LARGE GROWTH JAVLX Janus Twenty T
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 IARIX Invesco Real Estate Institutional 78% 1 60 0 1.24% 3.81%
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y 89% 1 60 0 0.84% 0.8%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 1 60 0 0.84% 3.89%
WORLD STOCK RWIFX American Funds Capital World G/I R5 92% 1 60 0 0.75% 3.61%
Foreign Large Value MXIVX Maxim MFS International Value Initial 26% 1 60 0 0.71% 3.36%
Foreign Large Blend BTAEX BlackRock EAFE Equity Index Coll F 0% 1 60 0 0.27% 9.76%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 1 60 0 0.83% 4%
Multisector Bond LSBDX Loomis Sayles Bond Instl 82% 1 60 0 0.6% 5.49%
High Yield Bond MHYIX MainStay High Yield Corporate Bond I 73% 1 60 0 0.96% 6.35%
Inflation-Protected Bond ATPIX BlackRock US Treas Infl Pro Secs Coll F 0% 1 60 0 0.26% 0%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock 100% 1 60 0 0% 3.93%
SMALL BLEND IWM BlackRock Russell 2000 Index Coll F 99% 1 60 0 0.19% 1.49%
LARGE VALUE PRFDX T. Rowe Price Equity Income 97% 1 60 0 1.23% 6.43%
LARGE VALUE ACIIX American Century Equity Income Instl 92% 1 60 0 1.18% 7.83%
Mid-Cap Growth ARTMX Artisan Mid Cap Inv 88% 1 60 0 0.96% 0%
LARGE VALUE RWMFX American Funds Washington Mutual R5 84% 1 60 0 0.26% 6.91%
SMALL VALUE JSCOX Perkins Small Cap Value I 83% 1 60 0 1.36% 5.84%
Small Growth RSYEX RS Small Cap Growth Y 63% 1 60 0 2.16% 0%
LARGE BLEND BRGNX BlackRock Russell 1000 Index Coll F 11% 1 60 0 0.07% 1.56%
MID-CAP BLEND CAAIX Ariel Appreciation Institutional 9% 1 60 0 1.1% 6.92%
Mid-Cap Growth TEGYX Touchstone Mid Cap Growth Y 8% 1 60 0 0.99% 0%
LARGE GROWTH JAVLX Janus Twenty T 0% 1 60 0 0.94% 2.5%
Average Expense Ratio: 0.81%
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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 3.8% 3.4% 2.8% 5.7% 5.1% 7.0%

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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 22 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, REITs and Emerging Market Equity.


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