MyPlanIQ 401k Investor Insperity 401 K Plan

Insperity 401 K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRAX Virtus Real Estate Securities A
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Others
ROOT CASH Federated Prime Obligations Money Market PRSXX
FIXED INCOME
Inflation-Protected Bond AIANX American Century Infl-Adj Bond Instl
Bank Loan EVBLX Eaton Vance Floating Rate A
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
US EQUITY
LARGE BLEND VFINX BNY Mellon S&P 500
LARGE VALUE DODGX Dodge & Cox Stock
Small Growth BUFSX Buffalo Small Cap
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRAX Virtus Real Estate Securities A
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Others
ROOT CASH Federated Prime Obligations Money Market PRSXX
FIXED INCOME
Inflation-Protected Bond AIANX American Century Infl-Adj Bond Instl
Bank Loan EVBLX Eaton Vance Floating Rate A
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Multisector Bond COSIX Columbia Strategic Income A
High Yield Bond AYBVX Allianz AGIC High Yield Bond Adm
US EQUITY
LARGE BLEND VFINX BNY Mellon S&P 500
LARGE VALUE DODGX Dodge & Cox Stock
Small Growth BUFSX Buffalo Small Cap
LARGE GROWTH MLRTX MainStay Large Cap Growth R2
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A
MID-CAP VALUE GSMSX Goldman Sachs Mid Cap Value Service
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A
LARGE VALUE MSDVX BlackRock Equity Dividend S
Total Available Funds: 16
  • 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 PHRAX Virtus Real Estate Securities A 40% 3 60 0 2.05% 10.56%
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3 55% 3 60 0 0.9% 3.46%
Others
ROOT CASH Federated Prime Obligations Money Market PRSXX 0% 0 60 0 NA 3.73%
FIXED INCOME
Inflation-Protected Bond AIANX American Century Infl-Adj Bond Instl 93% 3 60 0 0.76% 4.69%
Bank Loan EVBLX Eaton Vance Floating Rate A 67% 3 60 0 0.77% 8.61%
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 3.85%
Multisector Bond COSIX Columbia Strategic Income A 65% 3 60 0 0.64% 5.34%
High Yield Bond AYBVX Allianz AGIC High Yield Bond Adm 0% 3 60 0 0.8% 5.44%
US EQUITY
LARGE BLEND VFINX BNY Mellon S&P 500 98% 3 60 0 0.14% 1.25%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 5.1%
Small Growth BUFSX Buffalo Small Cap 93% 3 60 0 1.01% 0%
LARGE GROWTH MLRTX MainStay Large Cap Growth R2 56% 3 60 0 1.33% 0%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A 56% 3 60 0 0.89% 16.12%
MID-CAP VALUE GSMSX Goldman Sachs Mid Cap Value Service 46% 3 60 0 0.82% 4.24%
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A 39% 3 60 0 1.57% 6.45%
LARGE VALUE MSDVX BlackRock Equity Dividend S 24% 3 60 0 1% 6.94%
Average Expense Ratio: 0.93%
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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 2.3% 12.7% 0.8% 14.5% 8.9% 10.5%

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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 16 funds. It covers 4 major asset classes and 15 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.


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