MyPlanIQ 401k Investor Northwest Permanente P.C. Retirement Plan Money Purchase Pension Aspect

Northwest Permanente P.C. Retirement Plan Money Purchase Pension Aspect

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Blend FDIKX Fidelity Diversified International K
Others
Moderate Allocation DODBX Dodge & Cox Balanced
Moderate Allocation FBAKX Fidelity Balanced K
Natural Resources PJNQX Prudential Jennison Natural Resources Q
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Multisector Bond LSBDX Loomis Sayles Bond Instl
WORLD BOND TGBAX Templeton Global Bond Adv
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Blend FDIKX Fidelity Diversified International K
Others
Moderate Allocation DODBX Dodge & Cox Balanced
Moderate Allocation FBAKX Fidelity Balanced K
Natural Resources PJNQX Prudential Jennison Natural Resources Q
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
Retirement Income FFKAX Fidelity Freedom K Income
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Multisector Bond LSBDX Loomis Sayles Bond Instl
WORLD BOND TGBAX Templeton Global Bond Adv
US EQUITY
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl
LARGE BLEND DNVYX Davis NY Venture Y
Mid-Cap Growth BGRIX Baron Growth Instl
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
LARGE VALUE RWMGX American Funds Washington Mutual R6
SMALL BLEND RLPIX Royce Low Priced Stock Instl
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal
Total Available Funds: 29
  • 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 FRESX Fidelity Real Estate Investment 96% 3 60 0 0.72% 5.87%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl 99% 3 60 0 1.02% 3.64%
Foreign Large Blend FDIKX Fidelity Diversified International K 72% 3 60 0 0.99% 3.73%
Others
Moderate Allocation DODBX Dodge & Cox Balanced 92% 3 60 0 0.42% 8%
Moderate Allocation FBAKX Fidelity Balanced K 69% 3 60 0 0.5% 5.71%
Natural Resources PJNQX Prudential Jennison Natural Resources Q 23% 3 60 0 0.9% 1.2%
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000 0% 3 60 0 0.39% 4.72%
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005 0% 3 60 0 0.46% 5.14%
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045 0% 3 60 0 0.63% 3.92%
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 0% 3 60 0 0.59% 3.82%
Retirement Income FFKAX Fidelity Freedom K Income 0% 3 60 0 0.39% 3.89%
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035 0% 3 60 0 0.62% 4.48%
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 0% 3 60 0 0.5% 6.98%
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 0% 3 60 0 0.58% 4.63%
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015 0% 3 60 0 0.51% 6.93%
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 0% 3 60 0 0.64% 3.89%
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040 0% 3 60 0 0.62% 4.66%
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 0% 3 60 0 0.54% 3.87%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.3%
Multisector Bond LSBDX Loomis Sayles Bond Instl 82% 3 60 0 0.6% 5.62%
WORLD BOND TGBAX Templeton Global Bond Adv 52% 3 60 0 0.64% 6.04%
US EQUITY
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 86% 3 60 0 1.14% 12.03%
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl 82% 3 60 0 0.03% 1.03%
LARGE BLEND DNVYX Davis NY Venture Y 69% 3 60 0 1.75% 1.17%
Mid-Cap Growth BGRIX Baron Growth Instl 28% 3 60 0 1.3% 11.09%
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6 25% 3 60 0 0.3% 9.22%
LARGE VALUE RWMGX American Funds Washington Mutual R6 22% 3 60 0 0.26% 10.38%
SMALL BLEND RLPIX Royce Low Priced Stock Instl 0% 3 60 0 1.19% 0%
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal 0% 3 60 0 0.1% 1.21%
Average Expense Ratio: 0.66%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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
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