MyPlanIQ 401k Investor KENYON & KENYON LLP RETIREMENT SAVINGS PLAN AND TRUST FOR ASSOCIATES - 093757

KENYON & KENYON LLP RETIREMENT SAVINGS PLAN AND TRUST FOR ASSOCIATES - 093757

Investment Menu Rating:

Investment Options
Total Available Funds: 44
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate VGSIX VGSIX
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
INTERNATIONAL EQUITY
Foreign Large Blend VDVIX VDVIX
Foreign Large Value TEMFX TEMFX
WORLD STOCK TEPLX TEPLX
Others
World Allocation SGENX SGENX
Moderate Allocation VWELX VWELX
Target Date 2051 VFFVX VFFVX
US EQUITY
LARGE BLEND OAKMX OAKMX
LARGE VALUE VWNFX VWNFX
Small Growth VEXPX VEXPX
Total Available Funds: 44
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate VGSIX VGSIX
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
INTERNATIONAL EQUITY
Foreign Large Blend VDVIX VDVIX
Foreign Large Value TEMFX TEMFX
WORLD STOCK TEPLX TEPLX
INTERNATIONAL EQUITY VGTSX VGTSX
Others
World Allocation SGENX SGENX
Moderate Allocation VWELX VWELX
Target Date 2051 VFFVX VFFVX
Target Date 2026-2030 VTHRX VTHRX
Target Date 2051 VTTSX VTTSX
Retirement Income VTINX VTINX
Conservative Allocation VSCGX VSCGX
Target Date 2021-2025 VTTVX VTTVX
Target Date 2046-2050 VFIFX VFIFX
Aggressive Allocation VASGX VASGX
Target Date 2031-2035 VTTHX VTTHX
World Allocation QVGIX QVGIX
Target Date 2041-2045 VTIVX VTIVX
Target Date 2016-2020 VTWNX VTWNX
Target Date 2036-2040 VFORX VFORX
Moderate Allocation VSMGX VSMGX
Conservative Allocation VASIX VASIX
Target Date 2011-2015 VTXVX VTXVX
Target Date 2000-2010 VTENX VTENX
US EQUITY
LARGE BLEND OAKMX OAKMX
LARGE VALUE VWNFX VWNFX
Small Growth VEXPX VEXPX
LARGE BLEND VFINX VFINX
LARGE GROWTH VPMCX VPMCX
LARGE GROWTH OPTFX OPTFX
Mid-Cap Growth NBGEX NBGEX
Mid-Cap Growth RYPRX RYPRX
LARGE BLEND VTSMX VTSMX
LARGE GROWTH VHCOX VHCOX
Small Growth BUFSX BUFSX
Mid-Cap Growth KAUFX KAUFX
Mid-Cap Growth FRSGX FRSGX
LARGE VALUE TWEIX TWEIX
Mid-Cap Growth ACRNX ACRNX
FIXED INCOME
Intermediate-Term Bond PTRAX PTRAX
Inflation-Protected Bond VIPSX VIPSX
High Yield Fixed Income VWEHX VWEHX
Intermediate-Term Bond VBMFX VBMFX
Total Available Funds: 44
  • 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 VGSIX 81% 3 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX 58% 3 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
Foreign Large Blend VDVIX VDVIX 59% 3 60 0 0.05% 3.14%
Foreign Large Value TEMFX TEMFX 45% 3 60 0 0.85% 1.01%
WORLD STOCK TEPLX TEPLX 32% 3 60 0 1.1% 1.16%
INTERNATIONAL EQUITY VGTSX VGTSX 16% 3 60 0 0.08% 3.12%
Others
World Allocation SGENX SGENX 95% 3 60 0 0.86% 3.58%
Moderate Allocation VWELX VWELX 87% 3 60 0 0.17% 12.31%
Target Date 2051 VFFVX VFFVX 74% 3 60 0 0.08% 1.85%
Target Date 2026-2030 VTHRX VTHRX 73% 3 60 0 0.08% 2.21%
Target Date 2051 VTTSX VTTSX 72% 3 60 0 0.08% 1.77%
Retirement Income VTINX VTINX 65% 3 60 0 0.08% 2.93%
Conservative Allocation VSCGX VSCGX 63% 3 60 0 0.12% 2.84%
Target Date 2021-2025 VTTVX VTTVX 61% 3 60 0 0.08% 2.62%
Target Date 2046-2050 VFIFX VFIFX 59% 3 60 0 0.08% 2.02%
Aggressive Allocation VASGX VASGX 57% 3 60 0 0.14% 1.97%
Target Date 2031-2035 VTTHX VTTHX 55% 3 60 0 0.08% 2.34%
World Allocation QVGIX QVGIX 50% 3 60 0 1.05% 0%
Target Date 2041-2045 VTIVX VTIVX 47% 3 60 0 0.08% 2.34%
Target Date 2016-2020 VTWNX VTWNX 46% 3 60 0 0.08% 4.48%
Target Date 2036-2040 VFORX VFORX 36% 3 60 0 0.08% 2.23%
Moderate Allocation VSMGX VSMGX 32% 3 60 0 0.13% 2.53%
Conservative Allocation VASIX VASIX 16% 3 60 0 0.11% 3.18%
Target Date 2011-2015 VTXVX VTXVX 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX VTENX 0% 3 60 0 0.17% 0%
US EQUITY
LARGE BLEND OAKMX OAKMX 98% 3 60 0 0.63% 0.98%
LARGE VALUE VWNFX VWNFX 97% 3 60 0 0.26% 1.52%
Small Growth VEXPX VEXPX 83% 3 60 0 0.45% 4.34%
LARGE BLEND VFINX VFINX 83% 3 60 0 0.14% 1.27%
LARGE GROWTH VPMCX VPMCX 72% 3 60 0 0.31% 7.81%
LARGE GROWTH OPTFX OPTFX 57% 3 60 0 0.63% 0%
Mid-Cap Growth NBGEX NBGEX 50% 3 60 0 0.84% 0%
Mid-Cap Growth RYPRX RYPRX 50% 3 60 0 2.24% 7.04%
LARGE BLEND VTSMX VTSMX 49% 3 60 0 0.03% 1.26%
LARGE GROWTH VHCOX VHCOX 42% 3 60 0 0.43% 7.5%
Small Growth BUFSX BUFSX 28% 3 60 0 1.01% 0%
Mid-Cap Growth KAUFX KAUFX 18% 3 60 0 2.51% 1.91%
Mid-Cap Growth FRSGX FRSGX 16% 3 60 0 0.85% 0%
LARGE VALUE TWEIX TWEIX 15% 3 60 0 1.18% 2.37%
Mid-Cap Growth ACRNX ACRNX 14% 3 60 0 1.83% 0%
FIXED INCOME
Intermediate-Term Bond PTRAX PTRAX 57% 3 60 0 0.8% 4.94%
Inflation-Protected Bond VIPSX VIPSX 48% 3 60 0 0.07% 4.24%
High Yield Fixed Income VWEHX VWEHX 48% 3 60 0 0.13% 5.68%
Intermediate-Term Bond VBMFX VBMFX 44% 3 60 0 0.15% 3.15%
Average Expense Ratio: 0.46%
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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 0.7% 11.7% 0.1% 4.8% 4.3% 6.5%

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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 44 funds. It covers 5 major asset classes and 29 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.


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