MyPlanIQ American Funds 401K Corporate Offering

American Funds 401K Corporate Offering

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RSLCX RSLCX
Foreign Large Blend RERCX RERCX
Others
Moderate Allocation RLBCX RLBCX
Moderate Allocation RIDCX RIDCX
CASH CASH CASH
FIXED INCOME
Intermediate-Term Bond RBFCX RBFCX
US EQUITY
LARGE GROWTH RAFCX RAFCX
LARGE GROWTH RGACX RGACX
LARGE VALUE RWMCX RWMCX
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RSLCX RSLCX
Foreign Large Blend RERCX RERCX
Others
Moderate Allocation RLBCX RLBCX
Moderate Allocation RIDCX RIDCX
CASH CASH CASH
FIXED INCOME
Intermediate-Term Bond RBFCX RBFCX
US EQUITY
LARGE GROWTH RAFCX RAFCX
LARGE GROWTH RGACX RGACX
LARGE VALUE RWMCX RWMCX
LARGE BLEND RICCX RICCX
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
WORLD STOCK RSLCX RSLCX 61% 3 60 0 0.66% 0.52%
Foreign Large Blend RERCX RERCX 55% 3 60 0 0.9% 3.5%
Others
Moderate Allocation RLBCX RLBCX 63% 3 60 0 0.31% 2.28%
Moderate Allocation RIDCX RIDCX 36% 3 60 0 0.69% 3.52%
CASH CASH CASH 0% 3 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond RBFCX RBFCX 38% 3 60 0 0.33% 3.65%
US EQUITY
LARGE GROWTH RAFCX RAFCX 40% 3 60 0 0.49% 3.38%
LARGE GROWTH RGACX RGACX 37% 3 60 0 0.3% 8.3%
LARGE VALUE RWMCX RWMCX 35% 3 60 0 0.26% 6.41%
LARGE BLEND RICCX RICCX 33% 3 60 0 0.27% 5.31%
Average Expense Ratio: 0.47%
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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 6.5% 15.9% 3.0% 8.7% 6.6% 8.0%

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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
This plan consists of 10 funds, some of them are: RAFCX, RERCX, RGACX, RSLCX, RICCX, RWMCX.
Corporate 401K managed by American Funds


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