MyPlanIQ 401k Investor Nobel Learning Communities Inc 401k Plan

Nobel Learning Communities Inc 401k Plan

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth R6
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
WORLD STOCK MGCSX NYL Guaranteed Interest Account A
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2060 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
US EQUITY
LARGE BLEND VFIAX Vanguard 500 Index Admiral
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm
MID-CAP VALUE MVCJX MFS Mid Cap Value R6
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth R6
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
WORLD STOCK MGCSX NYL Guaranteed Interest Account A
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2060 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
US EQUITY
LARGE BLEND VFIAX Vanguard 500 Index Admiral
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm
MID-CAP VALUE MVCJX MFS Mid Cap Value R6
LARGE GROWTH FNITX Fidelity Advisor New Insights Z
Mid-Cap Growth MCGSX MassMutual Select Mid Cap Growth Class I
LARGE VALUE JDVOX JHancock Disciplined Value R6
Small Growth HSRSX Carillon Eagle Small Cap Growth Fund R6
SMALL VALUE ABBVX American Beacon Small Cap Value I
FIXED INCOME
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Admiral
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond Fund
Total Available Funds: 24
  • 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 RERFX American Funds EuroPacific Growth R6 94% 3 60 0 0.84% 1.86%
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral 29% 3 60 0 0.07% 3.3%
WORLD STOCK MGCSX NYL Guaranteed Interest Account A 0% 3 60 0 0% 0%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2060 Inv 97% 3 60 0 0.08% 2.34%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 3 60 0 0.08% 2.34%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Inv 80% 3 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 3 60 0 0.08% 2.59%
US EQUITY
LARGE BLEND VFIAX Vanguard 500 Index Admiral 78% 3 60 0 0.14% 1.35%
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm 74% 3 60 0 0.06% 1.29%
MID-CAP VALUE MVCJX MFS Mid Cap Value R6 71% 3 60 0 0.74% 2.98%
LARGE GROWTH FNITX Fidelity Advisor New Insights Z 47% 3 60 0 0.7% 6.53%
Mid-Cap Growth MCGSX MassMutual Select Mid Cap Growth Class I 0% 3 60 0 NA 0%
LARGE VALUE JDVOX JHancock Disciplined Value R6 0% 3 60 0 1.45% 0.89%
Small Growth HSRSX Carillon Eagle Small Cap Growth Fund R6 0% 3 60 0 0.71% 28.72%
SMALL VALUE ABBVX American Beacon Small Cap Value I 0% 3 60 0 1.37% 1.67%
FIXED INCOME
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Admiral 94% 3 60 0 0.15% 3.25%
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond Fund 89% 3 60 0 0.52% 4.3%
Average Expense Ratio: 0.34%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 4.4% 13.7% 3.7% 8.1% 5.9% 8.4%

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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(Ticker:SNPS)
The plan consists of 24 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.




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