MyPlanIQ 401k Investor Bain and Company Inc. 401(k) Savings Plan

Bain and Company Inc. 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGRSX Vanguard REIT Index Signal
INTERNATIONAL EQUITY
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
FIXED INCOME
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
US EQUITY
Small Growth VSGIX Vanguard Small Cap Growth Index Instl
LARGE BLEND VINIX Vanguard Institutional Index Instl
LARGE BLEND VGIAX Vanguard Growth & Income Adm
Total Available Funds: 9
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGRSX Vanguard REIT Index Signal
INTERNATIONAL EQUITY
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
FIXED INCOME
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
US EQUITY
Small Growth VSGIX Vanguard Small Cap Growth Index Instl
LARGE BLEND VINIX Vanguard Institutional Index Instl
LARGE BLEND VGIAX Vanguard Growth & Income Adm
LARGE VALUE VVISX Vanguard Value Index Signal
LARGE GROWTH VIGSX Vanguard Growth Index Signal
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
REAL ESTATE
REAL ESTATE VGRSX Vanguard REIT Index Signal 0% 3 60 0 0.1% 3.18%
INTERNATIONAL EQUITY
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl 29% 3 60 0 0.07% 3.33%
FIXED INCOME
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm 91% 3 60 0 0.07% 4.34%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal 0% 3 60 0 0.1% 2.96%
US EQUITY
Small Growth VSGIX Vanguard Small Cap Growth Index Instl 87% 3 60 0 0.07% 0.65%
LARGE BLEND VINIX Vanguard Institutional Index Instl 78% 3 60 0 0.02% 1.36%
LARGE BLEND VGIAX Vanguard Growth & Income Adm 71% 3 60 0 0.23% 7.98%
LARGE VALUE VVISX Vanguard Value Index Signal 0% 3 60 0 0.1% 2.49%
LARGE GROWTH VIGSX Vanguard Growth Index Signal 0% 3 60 0 0.1% 1.42%
Average Expense Ratio: 0.1%
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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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