MyPlanIQ Peña & Kahn (Steven Kahn Profit Sharing Plan)

Peña & Kahn (Steven Kahn Profit Sharing Plan)

This Plan is unrated.
Investment Options
Total Available Funds: 37
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGRSX VGRSX
Emerging Market
DIVERSIFIED EMERGING MKTS EMRYX EMRYX
DIVERSIFIED EMERGING MKTS VERSX VERSX
INTERNATIONAL EQUITY
Foreign Large Value TFFAX TFFAX
Foreign Large Blend VTSGX VTSGX
Foreign Large Blend VDMIX VDMIX
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Retirement Income VTINX VTINX
Total Available Funds: 37
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGRSX VGRSX
Emerging Market
DIVERSIFIED EMERGING MKTS EMRYX EMRYX
DIVERSIFIED EMERGING MKTS VERSX VERSX
INTERNATIONAL EQUITY
Foreign Large Value TFFAX TFFAX
Foreign Large Blend VTSGX VTSGX
Foreign Large Blend VDMIX VDMIX
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Retirement Income VTINX VTINX
Target Date 2031-2035 VTTHX VTTHX
World Allocation PAALX PAALX
Target Date 2051+ VFFVX VFFVX
Target Date 2046-2050 VFIFX VFIFX
Target Date 2051+ VTTSX VTTSX
Target Date 2036-2040 VFORX VFORX
Target Date 2026-2030 VTHRX VTHRX
Target Date 2016-2020 VTWNX VTWNX
World Allocation TZINX TZINX
Money Market-Taxable VMMXX VMMXX
Moderate Allocation VBASX VBASX
Target Date 2000-2010 VTENX VTENX
Target Date 2011-2015 VTXVX VTXVX
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX
Inflation-Protected Bond VAIPX VAIPX
Multisector Bond FKSAX FKSAX
High Yield Bond BHYIX BHYIX
Multisector Bond AGDRX AGDRX
Intermediate Government RGVGX RGVGX
Short-Term Bond VBSSX VBSSX
Long-Term Bond VBLTX VBLTX
US EQUITY
Small Growth JSMGX JSMGX
LARGE BLEND FRDAX FRDAX
SMALL VALUE DEVIX DEVIX
Small Growth HSIIX HSIIX
LARGE BLEND JUSRX JUSRX
MID-CAP BLEND VEMSX VEMSX
LARGE BLEND VIFSX VIFSX
Total Available Funds: 37
  • 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 VGRSX VGRSX 0% 3 60 0 0.1% 3.18%
Emerging Market
DIVERSIFIED EMERGING MKTS EMRYX EMRYX 30% 3 60 0 0.91% 4.03%
DIVERSIFIED EMERGING MKTS VERSX VERSX 0% 3 60 0 0.2% 0%
INTERNATIONAL EQUITY
Foreign Large Value TFFAX TFFAX 80% 3 60 0 0.85% 1.24%
Foreign Large Blend VTSGX VTSGX 0% 3 60 0 0.18% 3.08%
Foreign Large Blend VDMIX VDMIX 0% 3 60 0 0.2% 0%
Others
Target Date 2021-2025 VTTVX VTTVX 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX VTIVX 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX VTINX 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX VTTHX 96% 3 60 0 0.08% 2.34%
World Allocation PAALX PAALX 96% 3 60 0 1.84% 3.29%
Target Date 2051+ VFFVX VFFVX 80% 3 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX VFIFX 75% 3 60 0 0.08% 2.02%
Target Date 2051+ VTTSX VTTSX 72% 3 60 0 0.08% 1.77%
Target Date 2036-2040 VFORX VFORX 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX VTHRX 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX VTWNX 66% 3 60 0 0.08% 4.48%
World Allocation TZINX TZINX 46% 3 60 0 0.97% 3.53%
Money Market-Taxable VMMXX VMMXX 0% 3 60 0 NA NA
Moderate Allocation VBASX VBASX 0% 3 60 0 0.1% 2.02%
Target Date 2000-2010 VTENX VTENX 0% 3 60 0 0.17% 0%
Target Date 2011-2015 VTXVX VTXVX 0% 3 60 0 0.08% 2.59%
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX 97% 3 60 0 0.83% 3.98%
Inflation-Protected Bond VAIPX VAIPX 91% 3 60 0 0.07% 4.34%
Multisector Bond FKSAX FKSAX 84% 3 60 0 0.55% 4.84%
High Yield Bond BHYIX BHYIX 72% 3 60 0 0.51% 5.59%
Multisector Bond AGDRX AGDRX 41% 3 60 0 0.9% 6.79%
Intermediate Government RGVGX RGVGX 15% 3 60 0 0.24% 3.78%
Short-Term Bond VBSSX VBSSX 0% 3 60 0 0.11% 1.67%
Long-Term Bond VBLTX VBLTX 0% 3 60 0 0.15% 3.31%
US EQUITY
Small Growth JSMGX JSMGX 96% 3 60 0 1.32% 0%
LARGE BLEND FRDAX FRDAX 79% 3 60 0 0.52% 1.14%
SMALL VALUE DEVIX DEVIX 78% 3 60 0 1.36% 1.29%
Small Growth HSIIX HSIIX 67% 3 60 0 0.71% 29.06%
LARGE BLEND JUSRX JUSRX 62% 3 60 0 0.54% 2.07%
MID-CAP BLEND VEMSX VEMSX 0% 3 60 0 0.14% 1.48%
LARGE BLEND VIFSX VIFSX 0% 3 60 0 0.05% 2.03%
Average Expense Ratio: 0.4%
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

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
This plan consists of 37 funds, some of them are: VTTSX, VFFVX, VFIFX, VTIVX, VFORX, VTTHX.

Free401(k)Advice.com



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.