MyPlanIQ Skanska 401k

Skanska 401k Investment Model Portfolios

This Plan is unrated.
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Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LZEMX
INTERNATIONAL EQUITY
Foreign Large Blend VTSNX VTSNX
Foreign Large Blend APHIX APHIX
FIXED INCOME
Intermediate-Term Bond VBTIX VBTIX
Intermediate-Term Bond MWTRX MWTRX
US EQUITY
LARGE GROWTH FCNTX FCNTX
LARGE VALUE DODGX DODGX
MID-CAP VALUE FLMVX FLMVX
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LZEMX
INTERNATIONAL EQUITY
Foreign Large Blend VTSNX VTSNX
Foreign Large Blend APHIX APHIX
FIXED INCOME
Intermediate-Term Bond VBTIX VBTIX
Intermediate-Term Bond MWTRX MWTRX
US EQUITY
LARGE GROWTH FCNTX FCNTX
LARGE VALUE DODGX DODGX
MID-CAP VALUE FLMVX FLMVX
LARGE BLEND VINIX VINIX
MID-CAP BLEND VMCIX VMCIX
Mid-Cap Growth NBMLX NBMLX
SMALL BLEND LSCRX LSCRX
Total Available Funds: 12
  • 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 LZEMX LZEMX 91% 1 60 0 1.07% 3.03%
INTERNATIONAL EQUITY
Foreign Large Blend VTSNX VTSNX 28% 1 60 0 0.07% 3.23%
Foreign Large Blend APHIX APHIX 10% 1 60 0 0.97% 0.99%
FIXED INCOME
Intermediate-Term Bond VBTIX VBTIX 94% 1 60 0 0.15% 3.5%
Intermediate-Term Bond MWTRX MWTRX 89% 1 60 0 0.52% 4.16%
US EQUITY
LARGE GROWTH FCNTX FCNTX 96% 1 60 0 0.55% 5.37%
LARGE VALUE DODGX DODGX 93% 1 60 0 0.52% 7.32%
MID-CAP VALUE FLMVX FLMVX 86% 1 60 0 1.14% 11.59%
LARGE BLEND VINIX VINIX 77% 1 60 0 0.02% 2.73%
MID-CAP BLEND VMCIX VMCIX 72% 1 60 0 0.04% 1.3%
Mid-Cap Growth NBMLX NBMLX 66% 1 60 0 1.31% 10.08%
SMALL BLEND LSCRX LSCRX 45% 1 60 0 0.84% 9.66%
Average Expense Ratio: 0.6%
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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 12 funds, some of them are: APHIX, DODGX, FCNTX, FLMVX, LZEMX, LSCRX.


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