MyPlanIQ 401k Investor American Institute For Economic Research 401K Retirement Plan

American Institute For Economic Research 401K Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE DFREX DFA Real Estate Securities I
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Emerging Markets Core Equity I
INTERNATIONAL EQUITY
Foreign Large Value DFIEX DFA International Core Equity I
Others
Moderate Allocation VBINX Vanguard Balanced Index Inv
Moderate Allocation VBASX Vanguard Balanced Index Signal
US EQUITY
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
LARGE GROWTH VIGRX Vanguard Growth Index Inv
LARGE BLEND NYVTX Davis NY Venture A
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE DFREX DFA Real Estate Securities I
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Emerging Markets Core Equity I
INTERNATIONAL EQUITY
Foreign Large Value DFIEX DFA International Core Equity I
Others
Moderate Allocation VBINX Vanguard Balanced Index Inv
Moderate Allocation VBASX Vanguard Balanced Index Signal
US EQUITY
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
LARGE GROWTH VIGRX Vanguard Growth Index Inv
LARGE BLEND NYVTX Davis NY Venture A
LARGE BLEND DFUSX DFA US Large Company
LARGE VALUE DFLVX DFA US Large Cap Value I
SMALL VALUE DFSVX DFA US Small Cap Value I
SMALL BLEND DFSTX DFA US Small Cap I
LARGE GROWTH VIGSX Vanguard Growth Index Signal
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal
Total Available Funds: 14
  • 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 DFREX DFA Real Estate Securities I 72% 3 60 0 0.18% 2.92%
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Emerging Markets Core Equity I 93% 3 60 0 0.4% 3.24%
INTERNATIONAL EQUITY
Foreign Large Value DFIEX DFA International Core Equity I 74% 3 60 0 0.23% 3.18%
Others
Moderate Allocation VBINX Vanguard Balanced Index Inv 92% 3 60 0 0.07% 1.09%
Moderate Allocation VBASX Vanguard Balanced Index Signal 0% 3 60 0 0.1% 2.02%
US EQUITY
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv 98% 3 60 0 0.04% 0.71%
LARGE GROWTH VIGRX Vanguard Growth Index Inv 97% 3 60 0 0.04% 0.2%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 1.62%
LARGE BLEND DFUSX DFA US Large Company 79% 3 60 0 0.08% 1.11%
LARGE VALUE DFLVX DFA US Large Cap Value I 77% 3 60 0 0.21% 1.46%
SMALL VALUE DFSVX DFA US Small Cap Value I 74% 3 60 0 0.52% 1.24%
SMALL BLEND DFSTX DFA US Small Cap I 71% 3 60 0 0.27% 0.9%
LARGE GROWTH VIGSX Vanguard Growth Index Signal 0% 3 60 0 0.1% 1.35%
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal 0% 3 60 0 0.1% 1.21%
Average Expense Ratio: 0.29%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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
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