MyPlanIQ IHS 401(K) PLAN (74733)

IHS 401(K) PLAN (74733)

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate DFGEX DFGEX
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX artix
Foreign Large Blend FSPNX fspnx
Others
Target Date 2036-2040 TRRDX trrdx
Target Date 2026-2030 TRRCX trrcx
Target Date 2016-2020 TRRBX trrbx
FIXED INCOME
Short-Term Bond VBIRX vbirx
Inflation-Protected Bond VIPIX vipix
Intermediate-Term Bond MWTRX MWTRX
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate DFGEX DFGEX
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX artix
Foreign Large Blend FSPNX fspnx
Others
Target Date 2036-2040 TRRDX trrdx
Target Date 2026-2030 TRRCX trrcx
Target Date 2016-2020 TRRBX trrbx
Target Date 2011-2015 TRRGX trrgx
Target Date 2000-2010 TRRFX trrfx
Target Date 2031-2035 TRRJX trrjx
Target Date 2000-2010 TRRAX TRRAX
Target Date 2021-2025 TRRHX trrhx
Target Date 2041-2045 TRRKX trrkx
Target Date 2051 TRRNX trrnx
Moderate Allocation OAKBX oakbx
Target Date 2046-2050 TRRMX trrmx
ROOT CASH fdlxx
FIXED INCOME
Short-Term Bond VBIRX vbirx
Inflation-Protected Bond VIPIX vipix
Intermediate-Term Bond MWTRX MWTRX
High Yield Bond TRHYX trhyx
US EQUITY
LARGE VALUE DODGX dodgx
SMALL VALUE PSVIX psvix
Mid-Cap Growth RPMGX rpmgx
Small Growth PRNHX prnhx
LARGE BLEND VINIX vinix
MID-CAP BLEND VMCIX vmcix
LARGE GROWTH FCNKX fcnkx
LARGE GROWTH RGAGX rgagx
Total Available Funds: 28
  • 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
Global Real Estate DFGEX DFGEX 79% 1 60 0 0.22% 3.4%
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX artix 91% 3 60 0 0.97% 1.83%
Foreign Large Blend FSPNX fspnx 0% 1 60 0 0.05% 2.63%
Others
Target Date 2036-2040 TRRDX trrdx 100% 1 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX trrcx 100% 1 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX trrbx 100% 1 60 0 0.78% 11.87%
Target Date 2011-2015 TRRGX trrgx 100% 1 60 0 0.76% 11.16%
Target Date 2000-2010 TRRFX trrfx 100% 1 60 0 0.34% 2.74%
Target Date 2031-2035 TRRJX trrjx 97% 1 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX TRRAX 97% 1 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX trrhx 96% 1 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX trrkx 96% 1 60 0 1.12% 6.6%
Target Date 2051 TRRNX trrnx 93% 1 60 0 1.14% 5.91%
Moderate Allocation OAKBX oakbx 91% 1 60 0 0.83% 2.3%
Target Date 2046-2050 TRRMX trrmx 78% 1 60 0 0.63% 6.57%
ROOT CASH fdlxx 0% 1 60 0 NA 4.14%
FIXED INCOME
Short-Term Bond VBIRX vbirx 97% 1 60 0 0.04% 2.32%
Inflation-Protected Bond VIPIX vipix 91% 1 60 0 0.1% 4.92%
Intermediate-Term Bond MWTRX MWTRX 89% 1 60 0 0.52% 4.08%
High Yield Bond TRHYX trhyx 75% 1 60 0 0.5% 6.53%
US EQUITY
LARGE VALUE DODGX dodgx 93% 1 60 0 0.52% 4.95%
SMALL VALUE PSVIX psvix 93% 1 60 0 0.91% 1.89%
Mid-Cap Growth RPMGX rpmgx 87% 3 60 0 1.29% 6.44%
Small Growth PRNHX prnhx 80% 3 60 0 0.79% 0%
LARGE BLEND VINIX vinix 78% 1 60 0 0.02% 1.36%
MID-CAP BLEND VMCIX vmcix 72% 1 60 0 0.04% 1.5%
LARGE GROWTH FCNKX fcnkx 68% 3 60 0 0.55% 4.38%
LARGE GROWTH RGAGX rgagx 25% 1 60 0 0.3% 0%
Average Expense Ratio: 0.63%
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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% 7.0% 2.2% 5.3% 4.2% 6.8%

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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 28 funds. It covers 4 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity and Fixed Income.


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