MyPlanIQ 401k Investor San Manuel Band Of Mission Indians 401K Plan

San Manuel Band Of Mission Indians 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Others
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
Small Growth VISGX Vanguard Small Cap Growth Index Inv
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Others
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
Small Growth VISGX Vanguard Small Cap Growth Index Inv
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv
LARGE BLEND VFIAX Vanguard 500 Index Admiral
Mid-Cap Growth BARAX Baron Asset Retail
MID-CAP VALUE JDPAX Perkins Mid Cap Value A
Total Available Funds: 10
  • 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 DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.33%
Others
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 3 60 0 0.17% 0%
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv 97% 3 60 0 0.2% 3.38%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock 100% 3 60 0 0% 0%
Small Growth VISGX Vanguard Small Cap Growth Index Inv 100% 3 60 0 0.07% 0.54%
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv 97% 3 60 0 0.04% 1.35%
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv 80% 3 60 0 0.37% 0.36%
LARGE BLEND VFIAX Vanguard 500 Index Admiral 78% 3 60 0 0.14% 1.35%
Mid-Cap Growth BARAX Baron Asset Retail 35% 3 60 0 1.33% 3.55%
MID-CAP VALUE JDPAX Perkins Mid Cap Value A 27% 3 60 0 0.5% 14.98%
Average Expense Ratio: 0.33%
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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*
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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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