MyPlanIQ 401k Investor Outwall Inc 401k

Outwall Inc 401k

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I
Foreign Large Value IBVIX Invesco Intl Growth
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
FIXED INCOME
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan
US EQUITY
Mid-Cap Growth POAGX PRIMECAP Odyssey Aggressive Growth
LARGE GROWTH FGCKX Fidelity Growth Company K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I
Foreign Large Value IBVIX Invesco Intl Growth
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Technology VITAX Vanguard Information Technology Idx Adm
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
FIXED INCOME
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan
Intermediate Government FIBAX Fidelity Spartan Interm Trs Bd Idx Advtg
ULTRASHORT BOND NVSIX WF Stable Fund
US EQUITY
Mid-Cap Growth POAGX PRIMECAP Odyssey Aggressive Growth
LARGE GROWTH FGCKX Fidelity Growth Company K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
LARGE VALUE RMFGX American Funds American Mutual R6
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
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
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I 100% 3 60 0 0.75% 1.9%
Foreign Large Value IBVIX Invesco Intl Growth 0% 3 60 0 0.87% 12.04%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 3 60 0 0.08% 2.34%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv 80% 3 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 3 60 0 0.08% 2.02%
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 Investor 72% 3 60 0 0.08% 1.77%
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 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 3 60 0 0.08% 4.48%
Technology VITAX Vanguard Information Technology Idx Adm 57% 3 60 0 0.1% 0.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 3 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm 94% 3 60 0 0.15% 3.25%
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm 91% 3 60 0 0.07% 4.34%
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan 8% 3 60 0 0.52% 4.21%
Intermediate Government FIBAX Fidelity Spartan Interm Trs Bd Idx Advtg 0% 3 60 0 0.07% 2.17%
ULTRASHORT BOND NVSIX WF Stable Fund 0% 3 60 0 NA 0%
US EQUITY
Mid-Cap Growth POAGX PRIMECAP Odyssey Aggressive Growth 85% 3 60 0 0.64% 0%
LARGE GROWTH FGCKX Fidelity Growth Company K 68% 3 60 0 0.79% 4.92%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K 60% 3 60 0 0.82% 18.74%
LARGE VALUE RMFGX American Funds American Mutual R6 22% 3 60 0 0.38% 4.11%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 1.17%
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional 0% 3 60 0 0.04% 0%
Average Expense Ratio: 0.25%
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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 -5.7% -7.9% 2.2% 1.7% 6.5% 5.7%

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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(Ticker:JPM)
The plan consists of 26 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

J.P.Morgan (Ticker: JPM) is one of the largest investment banks in the nation.



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