MyPlanIQ Kelly IRA

Kelly IRA

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKIX
Others
Moderate Allocation VILLX villx
Utilities GASFX gasfx
Health JAGLX jaglx
US EQUITY
Small Growth CCASX CCASX
MID-CAP VALUE SMVTX smvtx
Small Growth JAVTX JAVTX
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKIX
Others
Moderate Allocation VILLX villx
Utilities GASFX gasfx
Health JAGLX jaglx
Equity Energy ICENX ICENX
US EQUITY
Small Growth CCASX CCASX
MID-CAP VALUE SMVTX smvtx
Small Growth JAVTX JAVTX
Mid-Cap Growth BUFTX BUFTX
SMALL BLEND GTCSX gtcsx
Total Available Funds: 10
  • 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 OAKIX OAKIX 100% 3 60 0 0.75% 1.85%
Others
Moderate Allocation VILLX villx 72% 3 60 0 1% 1.64%
Utilities GASFX gasfx 64% 3 60 0 1% 6.32%
Health JAGLX jaglx 60% 3 60 0 0.98% 3.99%
Equity Energy ICENX ICENX 3% 3 60 0 1.5% 0.47%
US EQUITY
Small Growth CCASX CCASX 92% 3 60 0 0.9% 0.86%
MID-CAP VALUE SMVTX smvtx 92% 3 60 0 0.79% 1.09%
Small Growth JAVTX JAVTX 89% 3 60 0 1.02% 5.09%
Mid-Cap Growth BUFTX BUFTX 86% 3 60 0 1% 0%
SMALL BLEND GTCSX gtcsx 84% 3 60 0 0.73% 8.13%
Average Expense Ratio: 0.97%
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Model Portfolios

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*
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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
This plan consists of 10 funds, some of them are: GTCSX, GASFX, JAGLX, SMVTX, VILLX, BUFTX.


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