MyPlanIQ 401k Investor National Life`s 401K plan

National Life`s 401K plan

This Plan is unrated.
Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK RNPFX American Funds New Perspective R5
Foreign Large Blend SIIEX Sentinel International Equity I
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond DBIRX Dreyfus Bond Market Index Basic
High Yield Bond MWHIX Metropolitan West High Yield Bond I
Total Available Funds: 32
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK RNPFX American Funds New Perspective R5
Foreign Large Blend SIIEX Sentinel International Equity I
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Sig
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055
Moderate Allocation VWENX Vanguard Wellington Adm
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050
Moderate Allocation SIBLX Sentinel Balanced I
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond DBIRX Dreyfus Bond Market Index Basic
High Yield Bond MWHIX Metropolitan West High Yield Bond I
Intermediate Government SIBWX Sentinel Government Securities I
US EQUITY
LARGE BLEND PRDGX T. Rowe Price Dividend Growth
LARGE VALUE MEIJX MFS Value R4
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
SMALL VALUE JSCOX Perkins Small Cap Value I
Small Growth SIGWX Sentinel Small Company I
LARGE BLEND SICWX Sentinel Common Stock I
LARGE BLEND SWTSX Schwab Total Stock Market Index
Small Growth VSGAX Vanguard Small Cap Growth Index Adm
Mid-Cap Growth VMGMX Vanguard Mid-Cap Growth Index Admir
Mid-Cap Growth SIMGX Sentinel Mid Cap I
LARGE GROWTH VIGSX Vanguard Growth Index Signal
LARGE GROWTH SICGX Sentinel Capital Growth I
Total Available Funds: 32
  • 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 RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 1.86%
WORLD STOCK RNPFX American Funds New Perspective R5 91% 3 60 0 1.47% 5.72%
Foreign Large Blend SIIEX Sentinel International Equity I 64% 3 60 0 1% 1.54%
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Sig 0% 3 60 0 0.18% 3.08%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 100% 3 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 3 60 0 0.78% 11.87%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 100% 3 60 0 0.76% 11.16%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 97% 3 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 97% 3 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 96% 3 60 0 1.12% 6.6%
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055 93% 3 60 0 1.14% 5.91%
Moderate Allocation VWENX Vanguard Wellington Adm 90% 3 60 0 0.17% 12.42%
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050 78% 3 60 0 0.63% 6.57%
Moderate Allocation SIBLX Sentinel Balanced I 65% 3 60 0 1.76% 1.45%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond DBIRX Dreyfus Bond Market Index Basic 95% 3 60 0 0.4% 3.44%
High Yield Bond MWHIX Metropolitan West High Yield Bond I 73% 3 60 0 0.86% 6.4%
Intermediate Government SIBWX Sentinel Government Securities I 0% 3 60 0 0.57% 0%
US EQUITY
LARGE BLEND PRDGX T. Rowe Price Dividend Growth 98% 3 60 0 0.64% 1.09%
LARGE VALUE MEIJX MFS Value R4 91% 3 60 0 0.8% 8.61%
MID-CAP VALUE JMVAX Perkins Mid Cap Value I 90% 3 60 0 0.91% 1.13%
SMALL VALUE JSCOX Perkins Small Cap Value I 83% 3 60 0 1.36% 9.94%
Small Growth SIGWX Sentinel Small Company I 63% 3 60 0 0.81% 0.14%
LARGE BLEND SICWX Sentinel Common Stock I 60% 3 60 0 0.7% 0.35%
LARGE BLEND SWTSX Schwab Total Stock Market Index 42% 3 60 0 0.03% 1.32%
Small Growth VSGAX Vanguard Small Cap Growth Index Adm 24% 3 60 0 0.07% 0.62%
Mid-Cap Growth VMGMX Vanguard Mid-Cap Growth Index Admir 23% 3 60 0 0.07% 0.65%
Mid-Cap Growth SIMGX Sentinel Mid Cap I 0% 3 60 0 1.74% 0%
LARGE GROWTH VIGSX Vanguard Growth Index Signal 0% 3 60 0 0.1% 1.42%
LARGE GROWTH SICGX Sentinel Capital Growth I 0% 3 60 0 1.25% 25.17%
Average Expense Ratio: 0.8%
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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 1.2% 11.8% 3.4% 9.2% 6.4% 8.6%

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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 33 funds. It covers 3 major asset classes and 24 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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