MyPlanIQ State of Oklahoma Employees 457 Soonersave Plan

State of Oklahoma Employees 457 Soonersave Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T. Rowe Price Emerging Markets Stock
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund
Others
Moderate Allocation RPBAX T. Rowe Price Balanced
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
FIXED INCOME
High Yield Bond PRHYX T. Rowe Price High-Yield
Multisector Bond RPSIX T. Rowe Price Spectrum Income
SHORT GOVERNMENT STABLEVALUE SoonerSave Stable Value Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
LARGE VALUE BIGRX American Century Income & Growth Fund
Small Growth PSGIX BlackRock Small Cap Growth Equity
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T. Rowe Price Emerging Markets Stock
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund
Others
Moderate Allocation RPBAX T. Rowe Price Balanced
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
FIXED INCOME
High Yield Bond PRHYX T. Rowe Price High-Yield
Multisector Bond RPSIX T. Rowe Price Spectrum Income
SHORT GOVERNMENT STABLEVALUE SoonerSave Stable Value Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
LARGE VALUE BIGRX American Century Income & Growth Fund
Small Growth PSGIX BlackRock Small Cap Growth Equity
SMALL VALUE JSCVX Perkins Small Cap Value T
MID-CAP VALUE ARTQX Artisan Mid Cap Value
LARGE BLEND POMIX T. Rowe Price Total Equity Market
Mid-Cap Growth ACRNX Columbia Acorn Z
LARGE BLEND WFSPX BlackRock S&P 500 Stock
Total Available Funds: 19
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T. Rowe Price Emerging Markets Stock 81% 3 60 0 0% 0.35%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund 57% 3 60 0 0.9% 6.92%
Others
Moderate Allocation RPBAX T. Rowe Price Balanced 85% 3 60 0 0.47% 7.14%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 3 60 0 0.08% 2.29%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 3 60 0 0.08% 3.65%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 69% 3 60 0 0.08% 2.7%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 3 60 0 0.08% 8.81%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 3 60 0 0.17% 7.48%
FIXED INCOME
High Yield Bond PRHYX T. Rowe Price High-Yield 94% 3 60 0 1.03% 6.14%
Multisector Bond RPSIX T. Rowe Price Spectrum Income 84% 3 60 0 0.62% 4.97%
SHORT GOVERNMENT STABLEVALUE SoonerSave Stable Value Fund 16% 3 60 0 NA 28.09%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth 100% 3 60 0 1.23% 9.52%
LARGE VALUE BIGRX American Century Income & Growth Fund 97% 3 60 0 0.91% 1.47%
Small Growth PSGIX BlackRock Small Cap Growth Equity 94% 3 60 0 1% 0.26%
SMALL VALUE JSCVX Perkins Small Cap Value T 92% 3 60 0 1.36% 9.79%
MID-CAP VALUE ARTQX Artisan Mid Cap Value 91% 3 60 0 1.05% 4.08%
LARGE BLEND POMIX T. Rowe Price Total Equity Market 79% 3 60 0 0.21% 1.89%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 3 60 0 1.83% 0%
LARGE BLEND WFSPX BlackRock S&P 500 Stock 75% 3 60 0 0.03% 1.15%
Average Expense Ratio: 0.62%
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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 0.6% 19.0% 9.9% 7.6% 6.6% 5.9%

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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*
Click for Portfolio Details or Follow 0.7% 22.3% 11.5% 10.0% 7.9% 7.0%

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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 for Portfolio Details or Follow 0.9% 23.0% 14.1% 11.4% 8.2% 7.9%

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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
The plan consists of 20 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.
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