MyPlanIQ 401k Investor Acumen Solutions 401k Plan

Acumen Solutions 401k Plan

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA,Emerging Markets Core Equity Portfolio; Institutional Class Shares
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities Portfolio
INTERNATIONAL EQUITY
Foreign Large Value DFIVX DFA INTERNATIONAL VALUE
Foreign Large Value DFIEX DFA International Core Equity Portfolio; Institutional Class Shares
Others
Conservative Allocation DGTSX Dimensional Investment Group Inc: Global Allocation
US EQUITY
LARGE VALUE DFLVX DFA US LARGE CAP VALUE
MID-CAP BLEND DFQTX DFA US CORE EQUITY II
LARGE BLEND VIFSX VANGUARD 500 INDEX SIGNAL
FIXED INCOME
ULTRASHORT BOND DFIHX DFA Institutional Class Shares
Intermediate Government DFIGX DFA INTERM GOVT FIXED
Inflation-Protected Bond DIPSX DFA INFLATION PROTECTED SEC
Total Available Funds: 11
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA,Emerging Markets Core Equity Portfolio; Institutional Class Shares
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities Portfolio
INTERNATIONAL EQUITY
Foreign Large Value DFIVX DFA INTERNATIONAL VALUE
Foreign Large Value DFIEX DFA International Core Equity Portfolio; Institutional Class Shares
Others
Conservative Allocation DGTSX Dimensional Investment Group Inc: Global Allocation
US EQUITY
LARGE VALUE DFLVX DFA US LARGE CAP VALUE
MID-CAP BLEND DFQTX DFA US CORE EQUITY II
LARGE BLEND VIFSX VANGUARD 500 INDEX SIGNAL
FIXED INCOME
ULTRASHORT BOND DFIHX DFA Institutional Class Shares
Intermediate Government DFIGX DFA INTERM GOVT FIXED
Inflation-Protected Bond DIPSX DFA INFLATION PROTECTED SEC
Total Available Funds: 11
  • 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 DFCEX DFA,Emerging Markets Core Equity Portfolio; Institutional Class Shares 94% 1 60 0 0.4% 3.62%
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities Portfolio 79% 1 60 0 0.22% 3.4%
INTERNATIONAL EQUITY
Foreign Large Value DFIVX DFA INTERNATIONAL VALUE 80% 1 60 0 0.52% 4.52%
Foreign Large Value DFIEX DFA International Core Equity Portfolio; Institutional Class Shares 76% 1 60 0 0.23% 3.33%
Others
Conservative Allocation DGTSX Dimensional Investment Group Inc: Global Allocation 89% 1 60 0 0.24% 2.7%
US EQUITY
LARGE VALUE DFLVX DFA US LARGE CAP VALUE 77% 1 60 0 0.21% 3.7%
MID-CAP BLEND DFQTX DFA US CORE EQUITY II 68% 1 60 0 0.22% 1.76%
LARGE BLEND VIFSX VANGUARD 500 INDEX SIGNAL 0% 1 60 0 0.05% 2.03%
FIXED INCOME
ULTRASHORT BOND DFIHX DFA Institutional Class Shares 97% 1 60 0 0.12% 3.37%
Intermediate Government DFIGX DFA INTERM GOVT FIXED 90% 1 60 0 0.11% 2.34%
Inflation-Protected Bond DIPSX DFA INFLATION PROTECTED SEC 75% 1 60 0 0.11% 3.72%
Average Expense Ratio: 0.22%
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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 2.3% 10.8% 2.3% 4.7% 4.1% 6.1%

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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(Ticker:)
The plan consists of 11 funds. It covers 5 major asset classes and 10 minor asset classes. The major asset classes it covers are Emerging Market Equity, REITs, Foreign Equity, Fixed Income and US Equity.


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