MyPlanIQ 401k Investor eMoney 401(k) Plan

eMoney 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate MRLBX Morgan Stanley Inst Glbl Real Estate P
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
DIVERSIFIED EMERGING MKTS BEXFX Baron Emerging Markets Retail
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard MSCI EAFE ETF
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Foreign Large Growth PAITX T. Rowe Price International Stock Adv
Others
Natural Resources RSNRX RS Global Natural Resources A
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond
High Yield Bond JNK SPDR Barclays Capital High Yield Bond
Total Available Funds: 24
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate MRLBX Morgan Stanley Inst Glbl Real Estate P
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
DIVERSIFIED EMERGING MKTS BEXFX Baron Emerging Markets Retail
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard MSCI EAFE ETF
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Foreign Large Growth PAITX T. Rowe Price International Stock Adv
Foreign Large Value MGIAX MFS International Value A
Others
Natural Resources RSNRX RS Global Natural Resources A
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond
High Yield Bond JNK SPDR Barclays Capital High Yield Bond
Intermediate-Term Bond PTTDX PIMCO Total Return D
Inflation-Protected Bond BPRAX BlackRock Inflation Protected Bond Inv A
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
US EQUITY
SMALL BLEND IWM iShares Russell 2000 Index
LARGE BLEND VTI Vanguard Total Stock Market ETF
MID-CAP BLEND IWR iShares Russell Midcap Index
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I
LARGE VALUE TGIGX TCW Dividend Focused N
LARGE GROWTH TRSAX T. Rowe Price Growth Stock Adv
Mid-Cap Growth VMGMX Vanguard Mid-Cap Growth Index Admiral
LARGE BLEND VOO Vanguard S&P 500 ETF
Small Growth ATASX ASTON/TAMRO Small Cap N
Total Available Funds: 24
  • 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 MRLBX Morgan Stanley Inst Glbl Real Estate P 61% 1 60 0 0.94% 6.53%
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF 97% 1 60 0 0.08% 3.05%
DIVERSIFIED EMERGING MKTS BEXFX Baron Emerging Markets Retail 32% 1 60 0 1.38% 0.49%
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard MSCI EAFE ETF 97% 1 60 0 0.05% 3.02%
Foreign Large Blend REREX American Funds EuroPacific Gr R4 57% 1 60 0 0.9% 6.78%
Foreign Large Growth PAITX T. Rowe Price International Stock Adv 55% 1 60 0 1.4% 0.3%
Foreign Large Value MGIAX MFS International Value A 50% 1 60 0 0.61% 1.64%
Others
Natural Resources RSNRX RS Global Natural Resources A 42% 1 60 0 1.48% 1.65%
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 99% 1 60 0 0.15% 3.79%
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond 98% 1 60 0 0.15% 3.37%
High Yield Bond JNK SPDR Barclays Capital High Yield Bond 93% 1 60 0 0.4% 6.69%
Intermediate-Term Bond PTTDX PIMCO Total Return D 65% 1 60 0 0.75% 3.97%
Inflation-Protected Bond BPRAX BlackRock Inflation Protected Bond Inv A 64% 1 60 0 0.56% 2.8%
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N 33% 1 60 0 0.73% 4.75%
US EQUITY
SMALL BLEND IWM iShares Russell 2000 Index 99% 1 60 0 0.19% 1.18%
LARGE BLEND VTI Vanguard Total Stock Market ETF 96% 1 60 0 0.03% 1.35%
MID-CAP BLEND IWR iShares Russell Midcap Index 94% 1 60 0 0.19% 1.48%
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF 94% 1 60 0 0.08% 2.92%
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I 91% 1 60 0 0.79% 0.99%
LARGE VALUE TGIGX TCW Dividend Focused N 40% 1 60 0 0.7% 2.65%
LARGE GROWTH TRSAX T. Rowe Price Growth Stock Adv 36% 1 60 0 0.93% 6.81%
Mid-Cap Growth VMGMX Vanguard Mid-Cap Growth Index Admiral 24% 1 60 0 0.07% 0.76%
LARGE BLEND VOO Vanguard S&P 500 ETF 21% 1 60 0 0.03% 1.36%
Small Growth ATASX ASTON/TAMRO Small Cap N 0% 1 60 0 1.22% 54.25%
Average Expense Ratio: 0.58%
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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 8.7% 17.0% 2.4% 5.3% 4.7% 5.8%

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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 9.3% 18.4% 1.5% 5.5% 4.8% 6.1%

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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 0.4% 6.3% 3.4% 6.7% 5.1% 6.3%

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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.


Other Related Portfolios YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*
eMoney 401(k) Plan Tactical Asset Allocation Most Aggressive -0.3% -0.6% 8.6% 11.8% 6.7%
eMoney 401(k) Plan Strategic Asset Allocation - Optimal Most Aggressive 16.9% 27.1% 4.1% 9.5% 7.6%
Description(Ticker:)
The plan consists of 24 funds. It covers 5 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Fixed Income, Foreign Equity and REITs.




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