MyPlanIQ 401k Investor Cochran Inc Retirement Plan

Cochran Inc Retirement Plan Investment Model Portfolios

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COCHRAN INC. 401(K) PLAN
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate VGSIX Vanguard REIT Index
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International
Others
Moderate Allocation RLBFX American Funds Balanced
World Allocation MRLOX BlackRock Global Allocation II
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index
Mid-Cap Growth EISMX Eaton Vance Atlanta Cap SMID-Cap
MID-CAP VALUE AVUAX American Century Mid Cap Value
FIXED INCOME
Intermediate Government CPTNX American Century Government Bond
Intermediate-Term Bond PICYX Pioneer Bond
High Yield Bond FHTIX Federated Institutional High Yield Bond
Total Available Funds: 17
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate VGSIX Vanguard REIT Index
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International
Others
Moderate Allocation RLBFX American Funds Balanced
World Allocation MRLOX BlackRock Global Allocation II
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index
Mid-Cap Growth EISMX Eaton Vance Atlanta Cap SMID-Cap
MID-CAP VALUE AVUAX American Century Mid Cap Value
SMALL VALUE DFFVX DFA U.S. Targeted Value Portfolio
LARGE BLEND AMEIX American Century Equity Growth
Small Growth HSLIX Hartford Small Cap Growth HLS
LARGE VALUE SVIIX RidgeWorth Large Cap Value Equity
LARGE GROWTH OLGCX JPMorgan Large Cap Growth
MID-CAP BLEND JDMUX JPMorgan Intrepid Mid Cap
LARGE BLEND DSKIX Transamerica Partners Stock Index
FIXED INCOME
Intermediate Government CPTNX American Century Government Bond
Intermediate-Term Bond PICYX Pioneer Bond
High Yield Bond FHTIX Federated Institutional High Yield Bond
Total Available Funds: 17
  • 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
US Real Estate VGSIX Vanguard REIT Index 81% 3 60 0 0.12% 3.66%
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International 100% 3 60 0 0.75% 2.38%
Others
Moderate Allocation RLBFX American Funds Balanced 78% 3 60 0 0.31% 1.94%
World Allocation MRLOX BlackRock Global Allocation II 73% 3 60 0 0.84% 1.01%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index 99% 3 60 0 0.03% 1.33%
Mid-Cap Growth EISMX Eaton Vance Atlanta Cap SMID-Cap 94% 3 60 0 1.14% 0.15%
MID-CAP VALUE AVUAX American Century Mid Cap Value 90% 3 60 0 1.23% 1.25%
SMALL VALUE DFFVX DFA U.S. Targeted Value Portfolio 78% 3 60 0 0.29% 1.61%
LARGE BLEND AMEIX American Century Equity Growth 77% 3 60 0 0.91% 0.71%
Small Growth HSLIX Hartford Small Cap Growth HLS 66% 3 60 0 0.89% 13.6%
LARGE VALUE SVIIX RidgeWorth Large Cap Value Equity 52% 3 60 0 1.72% 2.84%
LARGE GROWTH OLGCX JPMorgan Large Cap Growth 46% 3 60 0 0.69% 1.75%
MID-CAP BLEND JDMUX JPMorgan Intrepid Mid Cap 0% 3 60 0 NA 2.54%
LARGE BLEND DSKIX Transamerica Partners Stock Index 0% 3 60 0 0.65% 1.15%
FIXED INCOME
Intermediate Government CPTNX American Century Government Bond 94% 3 60 0 0.36% 3.4%
Intermediate-Term Bond PICYX Pioneer Bond 84% 3 60 0 0.44% 3.64%
High Yield Bond FHTIX Federated Institutional High Yield Bond 1% 3 60 0 0.98% 3.61%
Average Expense Ratio: 0.71%
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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 -0.2% 4.3% 0.8% 4.5% 4.3% 6.2%

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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% 8.6% 1.2% 4.4% 4.5% 6.5%

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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 0.3% 1.3% -0.8% 6.3% 4.5% 5.9%

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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 17 funds. It covers 4 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.

This plan consists of six well chosen ETFs for major asset classes. The criteria are based on MyPlanIQ's investment choice ranking methodology. Please notice that since some of ETFs have short history, historical performance before 2007 is not very meaningful.

 



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