MyPlanIQ 401k Investor Psych Care Assoc PC 401 Plan

Psych Care Assoc PC 401 Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Inv
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index Inv
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Inv
Others
Health VGHCX Vanguard Health Care Inv
Natural Resources MOO Market Vectors Agribusiness ETF
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
High Yield Bond VWEHX Vanguard High-Yield Corporate Inv
Total Available Funds: 12
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Inv
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index Inv
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Inv
Others
Health VGHCX Vanguard Health Care Inv
Natural Resources MOO Market Vectors Agribusiness ETF
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
High Yield Bond VWEHX Vanguard High-Yield Corporate Inv
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
LARGE BLEND OAKMX Oakmark I
LARGE BLEND SNXFX Schwab 1000 Index
Total Available Funds: 12
  • 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 VGSIX Vanguard REIT Index Inv 81% 1 60 0 0.12% 4.01%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx 99% 1 60 0 0.08% 2.89%
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index Inv 89% 1 60 0 0.09% 3.22%
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Inv 19% 1 60 0 0.08% 2.96%
Others
Health VGHCX Vanguard Health Care Inv 97% 1 60 0 0.34% 9.7%
Natural Resources MOO Market Vectors Agribusiness ETF 95% 1 60 0 0.53% 3.14%
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv 99% 1 60 0 0.1% 4.03%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv 98% 1 60 0 0.07% 2.87%
High Yield Bond VWEHX Vanguard High-Yield Corporate Inv 95% 1 60 0 0.13% 5.75%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv 99% 1 60 0 0.03% 1.06%
LARGE BLEND OAKMX Oakmark I 99% 1 60 0 0.63% 1.21%
LARGE BLEND SNXFX Schwab 1000 Index 97% 1 60 0 0.05% 1.31%
Average Expense Ratio: 0.19%
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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 -0.1% 6.6% 1.0% 4.2% 4.3% 5.3%

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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 0.1% 8.2% 2.2% 5.5% 5.2% 5.9%

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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 0.4% 10.1% 3.3% 7.1% 6.1% 7.5%

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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 12 funds. It covers 5 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity, Fixed Income and REITs.


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