MyPlanIQ 401k Investor Peabody Investments Corp. Employee Retirement Account

Peabody Investments Corp. Employee Retirement Account

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
LARGE VALUE VWNFX Vanguard Windsor II Investor
LARGE BLEND VFINX Vanguard 500 Index Investor
Total Available Funds: 10
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
LARGE VALUE VWNFX Vanguard Windsor II Investor
LARGE BLEND VFINX Vanguard 500 Index Investor
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
Total Available Funds: 10
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx 99% 3 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Inv 83% 3 60 0 0.45% 1.84%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 3 60 0 0.15% 3.15%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv 99% 3 60 0 0.03% 1.4%
LARGE VALUE VWNFX Vanguard Windsor II Investor 99% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Vanguard 500 Index Investor 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv 97% 3 60 0 0.06% 1.11%
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv 95% 3 60 0 0.31% 7.81%
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv 94% 3 60 0 0.03% 1.26%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth 87% 3 60 0 1.29% 6.44%
Average Expense Ratio: 0.28%
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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*
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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
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