MyPlanIQ 401k Investor Everifile 401K

Everifile 401K

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRIX Cohen & Steers Instl Realty Shares
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Others
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index Inv
MID-CAP VALUE FDVLX Fidelity Value
Mid-Cap Growth PCBIX Principal MidCap Blend Inst
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRIX Cohen & Steers Instl Realty Shares
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Others
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index Inv
MID-CAP VALUE FDVLX Fidelity Value
Mid-Cap Growth PCBIX Principal MidCap Blend Inst
LARGE VALUE RWMFX American Funds Washington Mutual R5
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv
SMALL VALUE DFFVX DFA US Targeted Value I
LARGE BLEND VFIAX Vanguard 500 Index Admiral
LARGE VALUE DFLVX DFA US Large Cap Value I
LARGE GROWTH HACAX Harbor Capital Appreciation Instl
MID-CAP VALUE DFVEX DFA US Vector Equity I
Small Growth HSIIX Eagle Small Cap Growth I
LARGE GROWTH JLGRX JPMorgan Large Cap Growth R5
FIXED INCOME
High Yield Bond PHYTX Principal High Yield Inst
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I
Multisector Bond LSBDX Loomis Sayles Bond Instl
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
Emerging Markets Bond PEBIX PIMCO Emerging Markets Bond Instl
SHORT GOVERNMENT DFFGX DFA Short-Term Government I
WORLD BOND TGBAX Templeton Global Bond Adv
Total Available Funds: 26
  • 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 CSRIX Cohen & Steers Instl Realty Shares 79% 3 60 0 0.75% 3.1%
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I 91% 3 60 0 0.61% 3.43%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 1.86%
Others
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 3 60 0 0.08% 2.21%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 3 60 0 0.17% 0%
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index Inv 100% 3 60 0 0.07% 0.54%
MID-CAP VALUE FDVLX Fidelity Value 99% 3 60 0 0.76% 0.99%
Mid-Cap Growth PCBIX Principal MidCap Blend Inst 90% 3 60 0 0.94% 2.51%
LARGE VALUE RWMFX American Funds Washington Mutual R5 84% 3 60 0 0.26% 3.64%
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv 80% 3 60 0 0.37% 0.36%
SMALL VALUE DFFVX DFA US Targeted Value I 79% 3 60 0 0.29% 1.43%
LARGE BLEND VFIAX Vanguard 500 Index Admiral 78% 3 60 0 0.14% 1.35%
LARGE VALUE DFLVX DFA US Large Cap Value I 77% 3 60 0 0.21% 3.7%
LARGE GROWTH HACAX Harbor Capital Appreciation Instl 75% 3 60 0 1.04% 0%
MID-CAP VALUE DFVEX DFA US Vector Equity I 71% 3 60 0 0.28% 3.39%
Small Growth HSIIX Eagle Small Cap Growth I 67% 3 60 0 0.71% 29.06%
LARGE GROWTH JLGRX JPMorgan Large Cap Growth R5 3% 3 60 0 0.69% 0.38%
FIXED INCOME
High Yield Bond PHYTX Principal High Yield Inst 93% 3 60 0 0.94% 6.05%
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I 89% 3 60 0 0.52% 4.3%
Multisector Bond LSBDX Loomis Sayles Bond Instl 82% 3 60 0 0.6% 5.33%
Inflation-Protected Bond PRRIX PIMCO Real Return Instl 80% 3 60 0 1.37% 4.44%
Emerging Markets Bond PEBIX PIMCO Emerging Markets Bond Instl 76% 3 60 0 0.99% 8.13%
SHORT GOVERNMENT DFFGX DFA Short-Term Government I 65% 3 60 0 0.17% 3.54%
WORLD BOND TGBAX Templeton Global Bond Adv 52% 3 60 0 0.64% 4.14%
Average Expense Ratio: 0.52%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.2% 5.4% -0.6% 4.3% 4.2% 6.7%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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(Ticker:)
The plan consists of 27 funds. It covers 5 major asset classes and 21 minor asset classes. The major asset classes it covers are REITs, Emerging Market Equity, Fixed Income, US Equity and Foreign Equity.

This plan is created based on a user's request.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.