MyPlanIQ 401k Investor EDP Renewables 401k

EDP Renewables 401k

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FIGRX
Foreign Large Blend FSPSX FSPSX
Others
Target Date 2036-2040 TRRDX TRRDX
Target Date 2026-2030 TRRCX TRRCX
Target Date 2016-2020 TRRBX TRRBX
FIXED INCOME
Inflation-Protected Bond DIPSX DIPSX
Intermediate-Term Bond FXNAX FXNAX
WORLD BOND FBNRX Prudential Core Plus Bond Fund Class 5
US EQUITY
Small Growth CCASX CCASX
SMALL BLEND GSSIX GSSIX
MID-CAP BLEND FSMAX FSMAX
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FIGRX
Foreign Large Blend FSPSX FSPSX
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
Retirement Income TRRIX TRRIX
Target Date 2046-2050 TRRMX TRRMX
Moderate Allocation FBAKX FBAKX
ROOT CASH CASH
FIXED INCOME
Inflation-Protected Bond DIPSX DIPSX
Intermediate-Term Bond FXNAX FXNAX
WORLD BOND FBNRX Prudential Core Plus Bond Fund Class 5
ULTRASHORT BOND NVSIX Wells Fargo Stable Value Fund C
US EQUITY
Small Growth CCASX CCASX
SMALL BLEND GSSIX GSSIX
MID-CAP BLEND FSMAX FSMAX
LARGE GROWTH NBSLX NBSLX
LARGE VALUE PEYAX PEYAX
MID-CAP VALUE JVMRX JVMRX
LARGE BLEND FXAIX FXAIX
Large Growth TBCIX TBCIX
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
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX FIGRX 90% 3 60 0 0.99% 2.71%
Foreign Large Blend FSPSX FSPSX 5% 3 60 0 0.03% 2.72%
Others
Target Date 2036-2040 TRRDX TRRDX 100% 3 60 0 0.6% 2.27%
Target Date 2026-2030 TRRCX TRRCX 100% 3 60 0 1.08% 3.36%
Target Date 2016-2020 TRRBX TRRBX 100% 3 60 0 0.78% 4.22%
Target Date 2011-2015 TRRGX TRRGX 100% 3 60 0 0.76% 3.95%
Target Date 2000-2010 TRRFX TRRFX 100% 3 60 0 0.34% 3.83%
Target Date 2031-2035 TRRJX TRRJX 97% 3 60 0 0.84% 2.37%
Target Date 2000-2010 TRRAX TRRAX 97% 3 60 0 0.99% 4.04%
Target Date 2021-2025 TRRHX TRRHX 96% 3 60 0 1.05% 4.08%
Target Date 2041-2045 TRRKX TRRKX 96% 3 60 0 1.12% 1.97%
Target Date 2051 TRRNX TRRNX 93% 3 60 0 1.14% 1.78%
Retirement Income TRRIX TRRIX 91% 3 60 0 0.34% 3.86%
Target Date 2046-2050 TRRMX TRRMX 77% 3 60 0 0.63% 1.9%
Moderate Allocation FBAKX FBAKX 69% 3 60 0 0.5% 5.71%
ROOT CASH CASH 0% 3 60 0 NA 2.61%
FIXED INCOME
Inflation-Protected Bond DIPSX DIPSX 74% 3 60 0 0.11% 2.92%
Intermediate-Term Bond FXNAX FXNAX 31% 3 60 0 0.03% 3.55%
WORLD BOND FBNRX Prudential Core Plus Bond Fund Class 5 3% 3 60 0 0.96% 6.23%
ULTRASHORT BOND NVSIX Wells Fargo Stable Value Fund C 0% 3 60 0 NA 0.64%
US EQUITY
Small Growth CCASX CCASX 92% 3 60 0 0.9% 0%
SMALL BLEND GSSIX GSSIX 85% 3 60 0 1% 19.03%
MID-CAP BLEND FSMAX FSMAX 70% 3 60 0 0.03% 0.55%
LARGE GROWTH NBSLX NBSLX 65% 3 60 0 1.3% 6.17%
LARGE VALUE PEYAX PEYAX 58% 3 60 0 1.14% 6.5%
MID-CAP VALUE JVMRX JVMRX 26% 3 60 0 1.85% 11.52%
LARGE BLEND FXAIX FXAIX 4% 3 60 0 0.02% 1.65%
Large Growth TBCIX TBCIX 0% 3 60 0 1.23% 8.93%
Average Expense Ratio: 0.76%
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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 1.2% 10.0% 2.4% 7.8% 5.5% 7.6%

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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 -2.3% -4.8% 3.2% 2.6% 7.6% 6.8%

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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 1.8% 8.5% -0.2% 2.9% 2.5% 5.6%

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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*
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 28 funds, some of them are: TRRIX, TRRFX, TRRAX, TRRGX, TRRBX, TRRHX.


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