MyPlanIQ 401k Investor Sentry 401 K Plan

Sentry 401 K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Moderate Allocation VWENX Vanguard Wellington Adm
Moderate Allocation VWELX Vanguard Wellington Inv
FIXED INCOME
Multisector Bond RPSIX T. Rowe Price Spectrum Income
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Moderate Allocation VWENX Vanguard Wellington Adm
Moderate Allocation VWELX Vanguard Wellington Inv
FIXED INCOME
Multisector Bond RPSIX T. Rowe Price Spectrum Income
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
Small Growth PRDSX T. Rowe Price Diversified Sm Cap Growth
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
LARGE BLEND VINIX Vanguard Institutional Index Instl
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock
Total Available Funds: 12
  • 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
Others
Moderate Allocation VWENX Vanguard Wellington Adm 90% 3 60 0 0.17% 12.42%
Moderate Allocation VWELX Vanguard Wellington Inv 90% 3 60 0 0.17% 12.31%
FIXED INCOME
Multisector Bond RPSIX T. Rowe Price Spectrum Income 85% 3 60 0 0.62% 4.4%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income 97% 3 60 0 1.23% 1.94%
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv 97% 3 60 0 0.06% 1.11%
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv 95% 3 60 0 0.31% 7.81%
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm 88% 3 60 0 0.31% 7.88%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth 87% 3 60 0 1.29% 6.44%
Small Growth PRDSX T. Rowe Price Diversified Sm Cap Growth 81% 3 60 0 0.8% 2.48%
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl 78% 3 60 0 0.02% 1.37%
LARGE BLEND VINIX Vanguard Institutional Index Instl 78% 3 60 0 0.02% 1.36%
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock 77% 3 60 0 1.17% 0.21%
Average Expense Ratio: 0.51%
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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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