MyPlanIQ 401k Investor Pro Pharma Group 401K

Pro Pharma Group 401K Investment Model Portfolios

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PROPHARMA GROUP 401(K) PLAN
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate DFITX DFA International Real Estate Sec I
REAL ESTATE VGSLX Vanguard REIT Index Adm
Emerging Market
DIVERSIFIED EMERGING MKTS DEMSX DFA Emerging Markets Small Cap I
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Mkts Stock Idx Adm
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv
Others
Equity Energy VENAX Vanguard Energy Index Adm
ROOT CASH Vanguard Prime Money Market
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value
Mid-Cap Growth ATHIX American Century Heritage Inst
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate DFITX DFA International Real Estate Sec I
REAL ESTATE VGSLX Vanguard REIT Index Adm
Emerging Market
DIVERSIFIED EMERGING MKTS DEMSX DFA Emerging Markets Small Cap I
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Mkts Stock Idx Adm
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv
Others
Equity Energy VENAX Vanguard Energy Index Adm
ROOT CASH Vanguard Prime Money Market
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value
Mid-Cap Growth ATHIX American Century Heritage Inst
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
LARGE BLEND VFIAX Vanguard 500 Index Admiral
LARGE VALUE DFLVX DFA US Large Cap Value I
SMALL VALUE DFSVX DFA US Small Cap Value I
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
Small Growth VSGAX Vanguard Small Cap Growth Index Admiral
FIXED INCOME
Intermediate-Term Bond VBILX Vanguard Interm-Term Bond Index Adm
Emerging Markets Bond PELBX PIMCO Emerging Local Bond Instl
WORLD BOND RCWGX American Funds Capital World Bond R6
High Yield Bond RITGX American Funds American Hi Inc Tr R6
Total Available Funds: 21
  • 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 DFITX DFA International Real Estate Sec I 79% 3 60 0 0.27% 5.73%
REAL ESTATE VGSLX Vanguard REIT Index Adm 51% 3 60 0 0.12% 4.16%
Emerging Market
DIVERSIFIED EMERGING MKTS DEMSX DFA Emerging Markets Small Cap I 95% 3 60 0 0.59% 3.4%
DIVERSIFIED EMERGING MKTS VEMAX Vanguard Emerging Mkts Stock Idx Adm 65% 3 60 0 0.08% 3.04%
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl Adm 98% 3 60 0 0.05% 2.18%
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv 89% 3 60 0 0.41% 3.93%
Others
Equity Energy VENAX Vanguard Energy Index Adm 65% 3 60 0 0.1% 2.31%
ROOT CASH Vanguard Prime Money Market 0% 0 60 0 NA 2.61%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value 99% 3 60 0 0.76% 15.77%
Mid-Cap Growth ATHIX American Century Heritage Inst 94% 3 60 0 0.01% 13.49%
SMALL BLEND VSMAX Vanguard Small Cap Index Adm 80% 3 60 0 0.05% 1.16%
LARGE BLEND VFIAX Vanguard 500 Index Admiral 78% 3 60 0 0.14% 1.02%
LARGE VALUE DFLVX DFA US Large Cap Value I 77% 3 60 0 0.21% 2.02%
SMALL VALUE DFSVX DFA US Small Cap Value I 74% 3 60 0 0.52% 1.72%
MID-CAP BLEND VIMAX Vanguard Mid Cap Index Adm 73% 3 60 0 0.04% 1.32%
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6 25% 3 60 0 0.3% 9.22%
Small Growth VSGAX Vanguard Small Cap Growth Index Admiral 23% 3 60 0 0.07% 0.6%
FIXED INCOME
Intermediate-Term Bond VBILX Vanguard Interm-Term Bond Index Adm 92% 3 60 0 0.07% 3.29%
Emerging Markets Bond PELBX PIMCO Emerging Local Bond Instl 80% 3 60 0 2.37% 6.92%
WORLD BOND RCWGX American Funds Capital World Bond R6 46% 3 60 0 0.99% 3.94%
High Yield Bond RITGX American Funds American Hi Inc Tr R6 3% 3 60 0 0.41% 5.69%
Average Expense Ratio: 0.38%
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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 -0.0% 6.0% 1.4% 5.2% 5.0% 5.5%

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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 -0.2% 5.2% -1.5% 6.4% 6.1% 6.7%

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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 -0.2% 8.5% 2.6% 7.9% 5.2% 6.6%

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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*
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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(Ticker:)
The plan consists of 21 funds. It covers 5 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, REITs, Fixed Income and Foreign Equity.




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