MyPlanIQ 401k Investor Brookdale Senior Living Inc. 401 K Retirement Savings Plan

Brookdale Senior Living Inc. 401 K Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Others
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
US EQUITY
SMALL BLEND RYPFX Royce Pennsylvania Mutual Svc
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA Inv
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Others
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
US EQUITY
SMALL BLEND RYPFX Royce Pennsylvania Mutual Svc
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
MID-CAP VALUE DVMVX Transamerica Partners Mid Value
LARGE BLEND DSKIX Transamerica Partners Stock Index
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA Inv
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Total Available Funds: 9
  • 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 RERCX American Funds EuroPacific Gr R3 55% 3 60 0 0.9% 3.39%
Others
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 3 60 0 0.17% 7.48%
US EQUITY
SMALL BLEND RYPFX Royce Pennsylvania Mutual Svc 97% 3 60 0 1.96% 5.3%
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A 48% 3 60 0 1.27% 3.02%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 8.35%
MID-CAP VALUE DVMVX Transamerica Partners Mid Value 0% 3 60 0 1.25% 8.79%
LARGE BLEND DSKIX Transamerica Partners Stock Index 0% 3 60 0 0.65% 1.15%
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA Inv 98% 3 60 0 0.11% 3.32%
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 4%
Average Expense Ratio: 0.83%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
Model Portfolios

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.