MyPlanIQ 401k Investor State of Nevada Deferred Comp (ING Retirement Plan)

State of Nevada Deferred Comp (ING Retirement Plan)

Investment Menu Rating:

Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock Fund
WORLD STOCK RWICX American Funds Capital World Growht & Income Fund(SM)-Class R-3
Foreign Large Blend VDMAX Vangurad Developed Markets Index Fund-Admiral™ Shares
Others
Moderate Allocation PRWCX ING T Rowe Price Capital Appreciation Portfolio-Institutional Class
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund-Investor Shares
Target Date 2041-2045 VTIVX Vangurad Target Retirement 2045 Fund-Investor Shares
US EQUITY
LARGE BLEND PRBLX Parnassus Equity Income Fund-Investor Shares
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP BLEND LVOYX Lord Abbett Value Opportunities Fund-Class I
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock Fund
WORLD STOCK RWICX American Funds Capital World Growht & Income Fund(SM)-Class R-3
Foreign Large Blend VDMAX Vangurad Developed Markets Index Fund-Admiral™ Shares
Others
Moderate Allocation PRWCX ING T Rowe Price Capital Appreciation Portfolio-Institutional Class
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund-Investor Shares
Target Date 2041-2045 VTIVX Vangurad Target Retirement 2045 Fund-Investor Shares
Retirement Income VTINX Vanguard Target Retirement Income Fund-Investor Shares
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund-Investor Shares
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund-Investor Shares
US EQUITY
LARGE BLEND PRBLX Parnassus Equity Income Fund-Investor Shares
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP BLEND LVOYX Lord Abbett Value Opportunities Fund-Class I
LARGE VALUE NFJEX Allianz NFJ Dividend Value Fund-Institutional Class
LARGE BLEND VINIX Vanguard Institutional Index Fund-Institutional Share
MID-CAP BLEND VIEIX Vangurad Extended Market Index Fund-Institutional Shares
Mid-Cap Growth HBMCX Hartford MidCap HLS IB (HBMCX)
Mid-Cap Growth BGRFX Baron Growth Fund-Retail Shares
LARGE GROWTH RGACX American Funds The Growth Fund of America-Class R-3
SMALL BLEND KSCVX KEELEY Small Cap Value Fund-Class A Shares
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund-Institutional Shares
SHORT GOVERNMENT STABLEVALUE ING Stable Value Fund
Total Available Funds: 21
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock Fund 99% 1 60 0 0.52% 2.14%
WORLD STOCK RWICX American Funds Capital World Growht & Income Fund(SM)-Class R-3 61% 1 60 0 0.53% 0.91%
Foreign Large Blend VDMAX Vangurad Developed Markets Index Fund-Admiral™ Shares 0% 1 60 0 0.12% 3.01%
Others
Moderate Allocation PRWCX ING T Rowe Price Capital Appreciation Portfolio-Institutional Class 99% 1 60 0 0.98% 9.78%
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund-Investor Shares 97% 1 60 0 0.08% 7.26%
Target Date 2041-2045 VTIVX Vangurad Target Retirement 2045 Fund-Investor Shares 97% 1 60 0 0.08% 2.37%
Retirement Income VTINX Vanguard Target Retirement Income Fund-Investor Shares 97% 1 60 0 0.08% 5.06%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund-Investor Shares 96% 1 60 0 0.08% 3.11%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund-Investor Shares 0% 1 60 0 0.08% 14.93%
US EQUITY
LARGE BLEND PRBLX Parnassus Equity Income Fund-Investor Shares 98% 1 60 0 0.82% 9.38%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 1 60 0 0.55% 5.19%
MID-CAP BLEND LVOYX Lord Abbett Value Opportunities Fund-Class I 90% 1 60 0 1.01% 0.21%
LARGE VALUE NFJEX Allianz NFJ Dividend Value Fund-Institutional Class 86% 1 60 0 1.04% 1.36%
LARGE BLEND VINIX Vanguard Institutional Index Fund-Institutional Share 77% 1 60 0 0.02% 2.65%
MID-CAP BLEND VIEIX Vangurad Extended Market Index Fund-Institutional Shares 75% 1 60 0 0.06% 1.26%
Mid-Cap Growth HBMCX Hartford MidCap HLS IB (HBMCX) 51% 1 60 0 0.97% 2.62%
Mid-Cap Growth BGRFX Baron Growth Fund-Retail Shares 40% 1 60 0 1.3% 11.35%
LARGE GROWTH RGACX American Funds The Growth Fund of America-Class R-3 37% 1 60 0 0.3% 0.09%
SMALL BLEND KSCVX KEELEY Small Cap Value Fund-Class A Shares 0% 1 60 0 1.35% 7.66%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund-Institutional Shares 94% 1 60 0 0.15% 3.49%
SHORT GOVERNMENT STABLEVALUE ING Stable Value Fund 16% 1 60 0 NA 28.08%
Average Expense Ratio: 0.51%
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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 0.8% 23.9% 14.6% 13.2% 8.8% 8.2%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.9% 26.5% 15.6% 13.3% 8.6% 8.5%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.0% 23.3% 11.8% 11.0% 6.5% 5.8%

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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 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

This plan consists of six well chosen ETFs for major asset classes. The criteria are based on MyPlanIQ's investment choice ranking methodology. Please notice that since some of ETFs have short history, historical performance before 2007 is not very meaningful.

 



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