MyPlanIQ 401k Investor National Christian Charitable Foundation Retirement

National Christian Charitable Foundation Retirement

Investment Menu Rating:

Investment Options
Total Available Funds: 37
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth
WORLD STOCK OGLYX Oppenheimer Global
WORLD STOCK RSLCX American Funds Smallcap World
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income
US EQUITY
SMALL VALUE IWN SSgA Russell Sm Cap Value Index
SMALL BLEND NAESX Vanguard Small Cap Index
MID-CAP BLEND IJH SSgA S&P Mid Cap Index
Total Available Funds: 37
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth
WORLD STOCK OGLYX Oppenheimer Global
WORLD STOCK RSLCX American Funds Smallcap World
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv
Moderate Allocation RLBFX American Funds Balanced Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
US EQUITY
SMALL VALUE IWN SSgA Russell Sm Cap Value Index
SMALL BLEND NAESX Vanguard Small Cap Index
MID-CAP BLEND IJH SSgA S&P Mid Cap Index
Small Growth GTSVX Invesco Small Growth
LARGE BLEND RFNFX American Funds Fundamental Inv
MID-CAP BLEND FLVIX Fidelity Advisor Leveraged Co Stock Inv
Mid-Cap Growth MGOYX Munder Mid-Cap Core Gorwth
Small Growth ARSTX Nuveen Small Cap Select
LARGE GROWTH RGAFX American Funds Growth Fund of Amer Inv
LARGE GROWTH THGRX Thornburg Core Growth
SMALL BLEND OPMYX Oppenheimer Main St. Small & Mid Cap
SMALL BLEND SMVAX Wells Fargo Adv Small Cap Value
LARGE GROWTH SLGSX WMC Quality Growth
LARGE GROWTH SLGSX WMC Core Equity Ret
LARGE BLEND IMOSX Thornburg Value Ret
MID-CAP VALUE DVMVX Transamerica Partners Mid Value Ret
LARGE VALUE PRUYX Pioneer Disciplined Value Inv
FIXED INCOME
Intermediate-Term Bond LSIIX Loomis Sayles Inv Grade Bond Ret Opt
ULTRASHORT BOND NVSIX Transamerica Stable Value Advantage Opt
High Yield Bond DVHYX Transamerica Partners High Yield Bond Ret
High Yield Bond AOPIX Columbia Income Opportunities Inv
Intermediate-Term Bond DVGCX Transamerica Partners Core Bond Ret Opt II
Total Available Funds: 37
  • 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 CEUFX American Funds EuroPacific Growth 94% 1 60 0 0.9% 3.89%
WORLD STOCK OGLYX Oppenheimer Global 85% 1 60 0 1.31% 0%
WORLD STOCK RSLCX American Funds Smallcap World 62% 1 60 0 0.66% 0%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 1 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 1 60 0 0.08% 2.34%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv 80% 1 60 0 0.08% 1.85%
Moderate Allocation RLBFX American Funds Balanced Inv 79% 1 60 0 0.31% 2.64%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 1 60 0 0.17% 0%
US EQUITY
SMALL VALUE IWN SSgA Russell Sm Cap Value Index 100% 1 60 0 0.24% 2.07%
SMALL BLEND NAESX Vanguard Small Cap Index 99% 1 60 0 0.03% 1.4%
MID-CAP BLEND IJH SSgA S&P Mid Cap Index 94% 1 60 0 0.05% 1.4%
Small Growth GTSVX Invesco Small Growth 91% 1 60 0 0.91% 0%
LARGE BLEND RFNFX American Funds Fundamental Inv 88% 1 60 0 0.6% 1.27%
MID-CAP BLEND FLVIX Fidelity Advisor Leveraged Co Stock Inv 85% 1 60 0 0.66% 1.77%
Mid-Cap Growth MGOYX Munder Mid-Cap Core Gorwth 82% 1 60 0 1.57% 4.61%
Small Growth ARSTX Nuveen Small Cap Select 80% 1 60 0 1.24% 0.35%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer Inv 75% 1 60 0 0.63% 0.75%
LARGE GROWTH THGRX Thornburg Core Growth 74% 1 60 0 1.36% 0%
SMALL BLEND OPMYX Oppenheimer Main St. Small & Mid Cap 72% 1 60 0 1.06% 0%
SMALL BLEND SMVAX Wells Fargo Adv Small Cap Value 0% 1 60 0 1.28% 0%
LARGE GROWTH SLGSX WMC Quality Growth 0% 1 60 0 NA 9.57%
LARGE GROWTH SLGSX WMC Core Equity Ret 0% 1 60 0 NA 9.57%
LARGE BLEND IMOSX Thornburg Value Ret 0% 1 60 0 1.07% 0%
MID-CAP VALUE DVMVX Transamerica Partners Mid Value Ret 0% 1 60 0 1.25% 3.94%
LARGE VALUE PRUYX Pioneer Disciplined Value Inv 0% 1 60 0 0.92% 2.63%
FIXED INCOME
Intermediate-Term Bond LSIIX Loomis Sayles Inv Grade Bond Ret Opt 85% 1 60 0 0.74% 4.14%
ULTRASHORT BOND NVSIX Transamerica Stable Value Advantage Opt 0% 1 60 0 NA 0%
High Yield Bond DVHYX Transamerica Partners High Yield Bond Ret 0% 1 60 0 1.1% 1.4%
High Yield Bond AOPIX Columbia Income Opportunities Inv 0% 1 60 0 0.69% 0%
Intermediate-Term Bond DVGCX Transamerica Partners Core Bond Ret Opt II 0% 1 60 0 0.98% 0.53%
Average Expense Ratio: 0.6%
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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 4.5% 11.8% 0.2% 6.4% 5.7% 7.3%

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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 38 funds. It covers 3 major asset classes and 26 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.




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