MyPlanIQ 401k Investor Aaa Mid Atlantic 401K And Defined Contribution Retirement Plan

Aaa Mid Atlantic 401K And Defined Contribution Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Moderate Allocation VWELX Vanguard Wellington Inv
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Investor
LARGE GROWTH VWUSX Vanguard US Growth Inv
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA Inv
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade Inv
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Moderate Allocation VWELX Vanguard Wellington Inv
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Investor
LARGE GROWTH VWUSX Vanguard US Growth Inv
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv
Small Growth VEXPX Vanguard Explorer Inv
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA Inv
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade Inv
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 VWIGX Vanguard International Growth Inv 83% 3 60 0 0.45% 1.84%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 3 60 0 0.08% 2.62%
Moderate Allocation VWELX Vanguard Wellington Inv 90% 3 60 0 0.17% 12.31%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Investor 99% 3 60 0 0.26% 1.52%
LARGE GROWTH VWUSX Vanguard US Growth Inv 99% 3 60 0 0.3% 0.25%
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv 94% 3 60 0 0.03% 1.26%
Small Growth VEXPX Vanguard Explorer Inv 76% 3 60 0 0.45% 4.34%
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA Inv 98% 3 60 0 0.11% 3.24%
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade Inv 83% 3 60 0 0.22% 4.15%
Average Expense Ratio: 0.23%
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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*
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
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