MyPlanIQ Richard IBM 401K Plan3

Richard IBM 401K Plan3

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
INTERNATIONAL EQUITY
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income
Long-Term Bond VWETX Vanguard Long-Term Investment-Grade Adm
Emerging Markets Bond PEBIX PIMCO Emerging Markets Bond Instl
US EQUITY
LARGE VALUE VWNAX Vanguard Windsor II Adm
SMALL VALUE DFFVX DFA US Targeted Value I
SMALL BLEND DFSTX DFA US Small Cap I
Total Available Funds: 11
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
INTERNATIONAL EQUITY
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income
Long-Term Bond VWETX Vanguard Long-Term Investment-Grade Adm
Emerging Markets Bond PEBIX PIMCO Emerging Markets Bond Instl
High Yield Bond PHIYX PIMCO High Yield Instl
US EQUITY
LARGE VALUE VWNAX Vanguard Windsor II Adm
SMALL VALUE DFFVX DFA US Targeted Value I
SMALL BLEND DFSTX DFA US Small Cap I
MID-CAP VALUE DFVEX DFA US Vector Equity I
Total Available Funds: 11
  • 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 RNWGX American Funds New World R6 41% 1 60 0 1.03% 3.9%
INTERNATIONAL EQUITY
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv 89% 1 60 0 0.41% 3.93%
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap 82% 1 60 0 1.43% 2.47%
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital & Income 91% 1 60 0 0.93% 4.59%
Long-Term Bond VWETX Vanguard Long-Term Investment-Grade Adm 80% 1 60 0 0.12% 4.6%
Emerging Markets Bond PEBIX PIMCO Emerging Markets Bond Instl 75% 1 60 0 0.99% 6.96%
High Yield Bond PHIYX PIMCO High Yield Instl 72% 1 60 0 0.66% 5.84%
US EQUITY
LARGE VALUE VWNAX Vanguard Windsor II Adm 81% 1 60 0 0.26% 10%
SMALL VALUE DFFVX DFA US Targeted Value I 78% 1 60 0 0.29% 1.72%
SMALL BLEND DFSTX DFA US Small Cap I 71% 1 60 0 0.27% 1.2%
MID-CAP VALUE DFVEX DFA US Vector Equity I 71% 1 60 0 0.28% 1%
Average Expense Ratio: 0.61%
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Model Portfolios

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*
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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 to Create Model Portfolio

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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 11 funds, some of them are: DFSTX, DFFVX, FISMX, VINEX, PEBIX, FAGIX.


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