MyPlanIQ 401k Investor VA POLY MATCH PLAN (72113)

VA POLY MATCH PLAN (72113)

This Plan is unrated.
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FRESX
REAL ESTATE CSRSX CSRSX
INTERNATIONAL EQUITY
WORLD STOCK FWWFX FWWFX
Foreign Large Growth TIVRX TIVRX
FOREIGN SMALL/MID GROWTH FISMX FISMX
Others
Retirement Income FFKAX FFKAX
Target Date 2051 FDKNX FDKNX
Target Date 2051 FDENX FDENX
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX
Intermediate Government FGOVX FGOVX
Intermediate-Term Bond FTBFX FTBFX
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX FRESX
REAL ESTATE CSRSX CSRSX
INTERNATIONAL EQUITY
WORLD STOCK FWWFX FWWFX
Foreign Large Growth TIVRX TIVRX
FOREIGN SMALL/MID GROWTH FISMX FISMX
Foreign Large Blend FDIKX FDIKX
Others
Retirement Income FFKAX FFKAX
Target Date 2051 FDKNX FDKNX
Target Date 2051 FDENX FDENX
Target Date 2046-2050 FFKHX FFKHX
Target Date 2041-2045 FFKGX FFKGX
Target Date 2036-2040 FFKFX FFKFX
Target Date 2031-2035 FKTHX FKTHX
Target Date 2026-2030 FFKEX FFKEX
Target Date 2021-2025 FKTWX FKTWX
Target Date 2016-2020 FFKDX FFKDX
Target Date 2011-2015 FKVFX FKVFX
Target Date 2000-2010 FFKCX FFKCX
Target Date 2000-2010 FFKVX FFKVX
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX
Intermediate Government FGOVX FGOVX
Intermediate-Term Bond FTBFX FTBFX
Inflation-Protected Bond FINPX FINPX
US EQUITY
Small Growth GTSVX GTSVX
MID-CAP VALUE ARTQX ARTQX
LARGE VALUE MEIJX MEIJX
Mid-Cap Growth RPMGX RPMGX
SMALL VALUE AVFIX AVFIX
LARGE VALUE ALVSX ALVSX
LARGE GROWTH FBGKX FBGKX
LARGE GROWTH FCNKX FCNKX
Mid-Cap Growth FKMCX FKMCX
MID-CAP BLEND FLPKX FLPKX
LARGE BLEND FXSIX FXSIX
Total Available Funds: 34
  • 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 FRESX FRESX 97% 3 60 0 0.72% 2.28%
REAL ESTATE CSRSX CSRSX 76% 3 60 0 0.88% 2.09%
INTERNATIONAL EQUITY
WORLD STOCK FWWFX FWWFX 99% 3 60 0 0.95% 0.84%
Foreign Large Growth TIVRX TIVRX 94% 3 60 0 1.16% 1.89%
FOREIGN SMALL/MID GROWTH FISMX FISMX 84% 3 60 0 1.43% 1.87%
Foreign Large Blend FDIKX FDIKX 72% 3 60 0 0.99% 4.5%
Others
Retirement Income FFKAX FFKAX 0% 3 60 0 0.39% 1.34%
Target Date 2051 FDKNX FDKNX 0% 3 60 0 0.05% 1%
Target Date 2051 FDENX FDENX 0% 3 60 0 0.05% 0%
Target Date 2046-2050 FFKHX FFKHX 0% 3 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX FFKGX 0% 3 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX FFKFX 0% 3 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX FKTHX 0% 3 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX FFKEX 0% 3 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX FKTWX 0% 3 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX FFKDX 0% 3 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX FKVFX 0% 3 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX FFKCX 0% 3 60 0 0.5% 2.15%
Target Date 2000-2010 FFKVX FFKVX 0% 3 60 0 0.46% 1.44%
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX 97% 3 60 0 0.83% 3.98%
Intermediate Government FGOVX FGOVX 91% 3 60 0 0.76% 1.87%
Intermediate-Term Bond FTBFX FTBFX 81% 3 60 0 0.5% 3.24%
Inflation-Protected Bond FINPX FINPX 0% 3 60 0 0.45% 5.61%
US EQUITY
Small Growth GTSVX GTSVX 91% 3 60 0 0.91% 0%
MID-CAP VALUE ARTQX ARTQX 91% 3 60 0 1.05% 17.63%
LARGE VALUE MEIJX MEIJX 91% 3 60 0 0.8% 8.61%
Mid-Cap Growth RPMGX RPMGX 87% 3 60 0 1.29% 6.44%
SMALL VALUE AVFIX AVFIX 81% 3 60 0 1.28% 15.5%
LARGE VALUE ALVSX ALVSX 75% 3 60 0 0.63% 6.88%
LARGE GROWTH FBGKX FBGKX 68% 3 60 0 0.76% 0.62%
LARGE GROWTH FCNKX FCNKX 68% 3 60 0 0.55% 4.38%
Mid-Cap Growth FKMCX FKMCX 68% 3 60 0 0.85% 0.31%
MID-CAP BLEND FLPKX FLPKX 61% 3 60 0 0.82% 18.74%
LARGE BLEND FXSIX FXSIX 0% 3 60 0 0.04% 0%
Average Expense Ratio: 0.7%
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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 4.6% -3.5% 3.2% 3.9% 8.2% 6.4%

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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 34 funds. It covers 4 major asset classes and 27 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity and Fixed Income.
Virginia Tech Polytechnic 401a: 72113 


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