MyPlanIQ 401k Investor UXC Eclipse USA 401(k) Retirement Plan

UXC Eclipse USA 401(k) Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IRSYX Ivy Real Estate Securities Y
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
Others
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv
US EQUITY
SMALL BLEND DFSCX DFA US Micro Cap I
Mid-Cap Growth VMGIX Disciplined Growth Mid Cap Growth
LARGE BLEND VFINX Advantus S&P 500 Index
FIXED INCOME
Intermediate-Term Bond VBILX Vanguard Interm-Term Bond Index Adm
SHORT GOVERNMENT STABLEVALUE Minnesota Life Guaranteed Return Account
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IRSYX Ivy Real Estate Securities Y
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
Others
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv
Multialternative ACOPX Janus Opportunistic Growth
US EQUITY
SMALL BLEND DFSCX DFA US Micro Cap I
Mid-Cap Growth VMGIX Disciplined Growth Mid Cap Growth
LARGE BLEND VFINX Advantus S&P 500 Index
SMALL BLEND SCETX Pelican Small Cap Value Equity
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl
LARGE VALUE VWNAX Vanguard Windsor II Admiral
LARGE GROWTH TRLGX T. Rowe Price Large Cap Growth
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm
LARGE VALUE HWLIX Hotchkis & Wiley Large Cap Fund Value
Small Growth VSGAX Vanguard Small Cap Growth Index Admiral
FIXED INCOME
Intermediate-Term Bond VBILX Vanguard Interm-Term Bond Index Adm
SHORT GOVERNMENT STABLEVALUE Minnesota Life Guaranteed Return Account
Total Available Funds: 18
  • 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
REAL ESTATE IRSYX Ivy Real Estate Securities Y 31% 3 60 0 0.93% 1.97%
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I 96% 3 60 0 0.44% 4.53%
Others
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv 89% 3 60 0 0.14% 1.97%
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv 89% 3 60 0 0.12% 2.84%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv 83% 3 60 0 0.13% 2.53%
Multialternative ACOPX Janus Opportunistic Growth 0% 3 60 0 2.07% 0%
US EQUITY
SMALL BLEND DFSCX DFA US Micro Cap I 99% 3 60 0 0.41% 1.02%
Mid-Cap Growth VMGIX Disciplined Growth Mid Cap Growth 98% 3 60 0 0.19% 0.58%
LARGE BLEND VFINX Advantus S&P 500 Index 98% 3 60 0 0.14% 1.27%
SMALL BLEND SCETX Pelican Small Cap Value Equity 90% 3 60 0 1.46% 18.45%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl 82% 3 60 0 1.18% 0.85%
LARGE VALUE VWNAX Vanguard Windsor II Admiral 81% 3 60 0 0.26% 1.59%
LARGE GROWTH TRLGX T. Rowe Price Large Cap Growth 77% 3 60 0 0.7% 2.07%
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm 74% 3 60 0 0.06% 1.29%
LARGE VALUE HWLIX Hotchkis & Wiley Large Cap Fund Value 69% 3 60 0 1.91% 11.25%
Small Growth VSGAX Vanguard Small Cap Growth Index Admiral 24% 3 60 0 0.07% 0.62%
FIXED INCOME
Intermediate-Term Bond VBILX Vanguard Interm-Term Bond Index Adm 92% 3 60 0 0.07% 3.29%
SHORT GOVERNMENT STABLEVALUE Minnesota Life Guaranteed Return Account 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.6%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 4.9% 21.8% 10.4% 10.0% 7.1% 8.3%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 19 funds. It covers 4 major asset classes and 16 minor asset classes. The major asset classes it covers are Emerging Market Equity, US Equity, REITs and Fixed Income.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.