MyPlanIQ 401k Investor Belvoir Federal Credit Union 401(k)

Belvoir Federal Credit Union 401(k)

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARRX Invesco Real Estate R
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds Capital World G/I R3
Others
Moderate Allocation RLBCX American Funds American Balanced R3
World Allocation RIRCX American Funds Capital Inc Bldr R3
Target Date 2051+ RCMTX American Funds Trgt Date Ret 2055 R3
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R
WORLD BOND RCWCX American Funds Capital World Bond R3
Intermediate Government FUSRX Franklin US Government Secs R
US EQUITY
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
SMALL VALUE CSVRX Columbia Small Cap Value Fund I Class R
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARRX Invesco Real Estate R
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds Capital World G/I R3
Others
Moderate Allocation RLBCX American Funds American Balanced R3
World Allocation RIRCX American Funds Capital Inc Bldr R3
Target Date 2051+ RCMTX American Funds Trgt Date Ret 2055 R3
Utilities FRURX Franklin Utilities R
Target Date 2021-2025 RCDTX American Funds Trgt Date Ret 2025 R3
Target Date 2031-2035 RCFTX American Funds Trgt Date Ret 2035 R3
Target Date 2041-2045 RCHTX American Funds Trgt Date Ret 2045 R3
Target Date 2000-2010 RCATX American Funds Trgt Date Ret 2010 R3
Target Date 2026-2030 RCETX American Funds Trgt Date Ret 2030 R3
Target Date 2046-2050 RCITX American Funds Trgt Date Ret 2050 R3
Target Date 2036-2040 RCKTX American Funds Trgt Date Ret 2040 R3
Target Date 2016-2020 RCCTX American Funds Trgt Date Ret 2020 R3
Target Date 2011-2015 RCJTX American Funds Trgt Date Ret 2015 R3
ROOT CASH American Funds Money Maret Fund R3
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R
WORLD BOND RCWCX American Funds Capital World Bond R3
Intermediate Government FUSRX Franklin US Government Secs R
US EQUITY
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
SMALL VALUE CSVRX Columbia Small Cap Value Fund I Class R
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
REAL ESTATE
REAL ESTATE IARRX Invesco Real Estate R 42% 3 60 0 1.16% 1.3%
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds Capital World G/I R3 61% 3 60 0 0.53% 3.21%
Others
Moderate Allocation RLBCX American Funds American Balanced R3 63% 3 60 0 0.31% 2.09%
World Allocation RIRCX American Funds Capital Inc Bldr R3 59% 3 60 0 0.26% 1.76%
Target Date 2051+ RCMTX American Funds Trgt Date Ret 2055 R3 41% 3 60 0 0.38% 5.6%
Utilities FRURX Franklin Utilities R 38% 3 60 0 0.82% 2.11%
Target Date 2021-2025 RCDTX American Funds Trgt Date Ret 2025 R3 18% 3 60 0 0.32% 3.29%
Target Date 2031-2035 RCFTX American Funds Trgt Date Ret 2035 R3 17% 3 60 0 0.35% 4.48%
Target Date 2041-2045 RCHTX American Funds Trgt Date Ret 2045 R3 15% 3 60 0 0.72% 5.51%
Target Date 2000-2010 RCATX American Funds Trgt Date Ret 2010 R3 15% 3 60 0 0.28% 2.88%
Target Date 2026-2030 RCETX American Funds Trgt Date Ret 2030 R3 15% 3 60 0 0.33% 3.63%
Target Date 2046-2050 RCITX American Funds Trgt Date Ret 2050 R3 14% 3 60 0 0.73% 5.76%
Target Date 2036-2040 RCKTX American Funds Trgt Date Ret 2040 R3 13% 3 60 0 1.46% 5.23%
Target Date 2016-2020 RCCTX American Funds Trgt Date Ret 2020 R3 10% 3 60 0 0.3% 3.3%
Target Date 2011-2015 RCJTX American Funds Trgt Date Ret 2015 R3 9% 3 60 0 0.3% 3.1%
ROOT CASH American Funds Money Maret Fund R3 0% 0 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R 65% 3 60 0 0.8% 4.6%
WORLD BOND RCWCX American Funds Capital World Bond R3 58% 3 60 0 0.99% 2.16%
Intermediate Government FUSRX Franklin US Government Secs R 51% 3 60 0 1.12% 2.69%
US EQUITY
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 0%
SMALL VALUE CSVRX Columbia Small Cap Value Fund I Class R 17% 3 60 0 0.86% 7.62%
Average Expense Ratio: 0.62%
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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 -0.7% 10.4% 4.2% 6.3% 4.9% 7.1%

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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 21 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs and Foreign Equity.


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