MyPlanIQ 401k Investor NCC Group 401k

NCC Group 401k

This Plan is unrated.
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX VGSIX
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX ACINX
WORLD STOCK TEDRX TEDRX
Foreign Large Growth THVRX THVRX
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Retirement Income VTINX VTINX
US EQUITY
SMALL VALUE VISVX VISVX
Small Growth VISGX VISGX
SMALL BLEND NAESX NAESX
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX VGSIX
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX ACINX
WORLD STOCK TEDRX TEDRX
Foreign Large Growth THVRX THVRX
Others
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Retirement Income VTINX VTINX
Target Date 2031-2035 VTTHX VTTHX
Target Date 2051+ VFFVX VFFVX
Target Date 2046-2050 VFIFX VFIFX
Target Date 2036-2040 VFORX VFORX
Target Date 2026-2030 VTHRX VTHRX
Target Date 2016-2020 VTWNX VTWNX
Natural Resources PNRZX PNRZX
EQUITY PRECIOUS METALS TGLDX TGLDX
Target Date 2000-2010 VTENX VTENX
US EQUITY
SMALL VALUE VISVX VISVX
Small Growth VISGX VISGX
SMALL BLEND NAESX NAESX
LARGE BLEND VFINX VFINX
MID-CAP BLEND VIMSX VIMSX
LARGE GROWTH ALARX ALARX
LARGE VALUE MADVX MADVX
Mid-Cap Growth PEGZX PEGZX
MID-CAP VALUE VEVIX VEVIX
FIXED INCOME
Short-Term Bond VBISX VBISX
Intermediate-Term Bond VBIIX VBIIX
Intermediate Government VFITX VFITX
Intermediate-Term Bond PTTRX PTTRX
Inflation-Protected Bond PRRIX PRRIX
High Yield Bond PHYZX PHYZX
WORLD BOND TPINX TPINX
Total Available Funds: 33
  • 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 VGSIX VGSIX 81% 3 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX 89% 3 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX ACINX 99% 3 60 0 1.48% 0%
WORLD STOCK TEDRX TEDRX 57% 3 60 0 1.45% 1.55%
Foreign Large Growth THVRX THVRX 25% 3 60 0 1.36% 0.42%
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%
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 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%
Natural Resources PNRZX PNRZX 65% 3 60 0 0.9% 2.22%
EQUITY PRECIOUS METALS TGLDX TGLDX 55% 3 60 0 1.28% 0%
Target Date 2000-2010 VTENX VTENX 0% 3 60 0 0.17% 0%
US EQUITY
SMALL VALUE VISVX VISVX 100% 3 60 0 0.06% 1.97%
Small Growth VISGX VISGX 100% 3 60 0 0.07% 0.54%
SMALL BLEND NAESX NAESX 99% 3 60 0 0.03% 1.4%
LARGE BLEND VFINX VFINX 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND VIMSX VIMSX 97% 3 60 0 0.04% 1.35%
LARGE GROWTH ALARX ALARX 95% 3 60 0 1.68% 0%
LARGE VALUE MADVX MADVX 91% 3 60 0 1% 7.21%
Mid-Cap Growth PEGZX PEGZX 89% 3 60 0 1.08% 3.11%
MID-CAP VALUE VEVIX VEVIX 2% 3 60 0 1.65% 6.14%
FIXED INCOME
Short-Term Bond VBISX VBISX 100% 3 60 0 0.07% 2.54%
Intermediate-Term Bond VBIIX VBIIX 100% 3 60 0 0.07% 3.21%
Intermediate Government VFITX VFITX 97% 3 60 0 0.2% 3.38%
Intermediate-Term Bond PTTRX PTTRX 97% 3 60 0 0.83% 3.98%
Inflation-Protected Bond PRRIX PRRIX 80% 3 60 0 1.37% 4.44%
High Yield Bond PHYZX PHYZX 77% 3 60 0 0.51% 6.82%
WORLD BOND TPINX TPINX 73% 3 60 0 0.96% 3.86%
Average Expense Ratio: 0.55%
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Related Retirement Plans
NCC GROUP 401K PLAN
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 0.3% 5.9% -0.8% 2.9% 2.2% 5.3%

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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 33 funds, some of them are: VBISX, VFITX, PTTRX, VBIIX, PHYZX, PRRIX.


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