MyPlanIQ 401k Investor Acumen Solutions Inc. 401K Profit Sharing Plan

Acumen Solutions Inc. 401K Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Emerging Markets Core Equity I
INTERNATIONAL EQUITY
Foreign Large Value DFIVX DFA International Value I
Foreign Large Value DFIEX DFA International Core Equity I
Others
Conservative Allocation DGTSX DFA Global Allocation 25/75 I
FIXED INCOME
ULTRASHORT BOND DFIHX DFA One-Year Fixed-Income I
Intermediate Government DFIGX DFA Intermediate Govt Fixed-Income I
Inflation-Protected Bond DIPSX DFA Inflation-Protected Securities I
US EQUITY
LARGE VALUE DFLVX DFA US Large Cap Value I
MID-CAP BLEND DFQTX DFA US Core Equity 2 I
LARGE BLEND VIFSX Vanguard 500 Index Signal
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Emerging Markets Core Equity I
INTERNATIONAL EQUITY
Foreign Large Value DFIVX DFA International Value I
Foreign Large Value DFIEX DFA International Core Equity I
Others
Conservative Allocation DGTSX DFA Global Allocation 25/75 I
FIXED INCOME
ULTRASHORT BOND DFIHX DFA One-Year Fixed-Income I
Intermediate Government DFIGX DFA Intermediate Govt Fixed-Income I
Inflation-Protected Bond DIPSX DFA Inflation-Protected Securities I
US EQUITY
LARGE VALUE DFLVX DFA US Large Cap Value I
MID-CAP BLEND DFQTX DFA US Core Equity 2 I
LARGE BLEND VIFSX Vanguard 500 Index Signal
Total Available Funds: 11
  • 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
Global Real Estate DFGEX DFA Global Real Estate Securities 79% 3 60 0 0.22% 3.4%
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Emerging Markets Core Equity I 94% 3 60 0 0.4% 3.62%
INTERNATIONAL EQUITY
Foreign Large Value DFIVX DFA International Value I 80% 3 60 0 0.52% 4.52%
Foreign Large Value DFIEX DFA International Core Equity I 76% 3 60 0 0.23% 3.33%
Others
Conservative Allocation DGTSX DFA Global Allocation 25/75 I 89% 3 60 0 0.24% 2.7%
FIXED INCOME
ULTRASHORT BOND DFIHX DFA One-Year Fixed-Income I 97% 3 60 0 0.12% 3.37%
Intermediate Government DFIGX DFA Intermediate Govt Fixed-Income I 90% 3 60 0 0.11% 2.34%
Inflation-Protected Bond DIPSX DFA Inflation-Protected Securities I 75% 3 60 0 0.11% 3.72%
US EQUITY
LARGE VALUE DFLVX DFA US Large Cap Value I 77% 3 60 0 0.21% 3.7%
MID-CAP BLEND DFQTX DFA US Core Equity 2 I 68% 3 60 0 0.22% 1.76%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.03%
Average Expense Ratio: 0.22%
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Related Retirement Plans
ACUMEN SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN
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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