MyPlanIQ 401k Investor American Institute For Economic Research 401(K) Retirement Plan

American Institute For Economic Research 401(K) Retirement Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE DFREX DFA Real Estate Securities I
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Emerging Mrkts Core Eq I
INTERNATIONAL EQUITY
Foreign Large Value DFIEX DFA International Core Eq I
Others
Moderate Allocation VBINX Vanguard Balanced Index Inv
Moderate Allocation VBASX Vanguard Balanced Indx Sig
US EQUITY
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
LARGE GROWTH VIGRX Vanguard Growth Index Inv
LARGE BLEND NYVTX Davis NY Venture A
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE DFREX DFA Real Estate Securities I
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Emerging Mrkts Core Eq I
INTERNATIONAL EQUITY
Foreign Large Value DFIEX DFA International Core Eq I
Others
Moderate Allocation VBINX Vanguard Balanced Index Inv
Moderate Allocation VBASX Vanguard Balanced Indx Sig
US EQUITY
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
LARGE GROWTH VIGRX Vanguard Growth Index Inv
LARGE BLEND NYVTX Davis NY Venture A
LARGE BLEND DFUSX DFA U.S. Large Comp Inst Idx
LARGE VALUE DFLVX DFA U.S. Large Cap Value I
SMALL VALUE DFSVX DFA U.S. Small Cap Value I
SMALL BLEND DFSTX DFA U.S. Small Cap I
LARGE GROWTH VIGSX Vanguard Growth Index Sig
Total Available Funds: 13
  • 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 DFREX DFA Real Estate Securities I 72% 1 60 0 0.18% 2.92%
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Emerging Mrkts Core Eq I 93% 1 60 0 0.4% 3.24%
INTERNATIONAL EQUITY
Foreign Large Value DFIEX DFA International Core Eq I 74% 1 60 0 0.23% 3.18%
Others
Moderate Allocation VBINX Vanguard Balanced Index Inv 92% 1 60 0 0.07% 1.09%
Moderate Allocation VBASX Vanguard Balanced Indx Sig 0% 1 60 0 0.1% 2.02%
US EQUITY
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv 98% 1 60 0 0.04% 0.71%
LARGE GROWTH VIGRX Vanguard Growth Index Inv 97% 1 60 0 0.04% 0.2%
LARGE BLEND NYVTX Davis NY Venture A 92% 1 60 0 1.75% 1.62%
LARGE BLEND DFUSX DFA U.S. Large Comp Inst Idx 79% 1 60 0 0.08% 1.11%
LARGE VALUE DFLVX DFA U.S. Large Cap Value I 77% 1 60 0 0.21% 1.46%
SMALL VALUE DFSVX DFA U.S. Small Cap Value I 74% 1 60 0 0.52% 1.24%
SMALL BLEND DFSTX DFA U.S. Small Cap I 71% 1 60 0 0.27% 0.9%
LARGE GROWTH VIGSX Vanguard Growth Index Sig 0% 1 60 0 0.1% 1.35%
Average Expense Ratio: 0.31%
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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% 8.6% 2.7% 5.5% 5.0% 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% 9.2% 3.9% 6.2% 5.5% 5.8%

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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 0.6% 9.4% 5.0% 7.9% 5.6% 6.4%

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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 14 funds. It covers 4 major asset classes and 10 minor asset classes. The major asset classes it covers are Emerging Market Equity, Foreign Equity, US Equity and REITs.


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