MyPlanIQ
401k Investor
457 Golden Gate Bridge Hwy And Trn
Investment Options
| Total Available Funds: | 21 |
| Asset Class | Ticker | Description | Rating | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||||||
|
|||||||||||||||||||
|
|||||||||||||||||||
|
|||||||||||||||||||
| Total Available Funds: | 21 |
| Asset Class | Ticker | Description | Rating | ||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||
| Total Available Funds: | 21 |
- 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Average Expense Ratio: 0.29%
* 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 | 3.0% | 10.7% | 1.9% | 7.2% | 6.4% | 8.0% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| 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 for Portfolio Details or Follow | 3.9% | 12.1% | 2.1% | 7.2% | 6.1% | 8.0% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
* 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.
** 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 21 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
This is the 457 Plan where I work, at the Golden Gate Bridge Highway and Transportation District.
The plan is run by ICMA-RC
After you put enough in the 457 account, they offers participants the option to establish a brokerage account at TD Ameritrade. With that account you can buy any mutual fund that TD Ameritrade handles.
I am going to list that as a separate portfolio because it is really a brokerage IRA account, although the two are linked and you can transfer money between them.
The plan is run by ICMA-RC
After you put enough in the 457 account, they offers participants the option to establish a brokerage account at TD Ameritrade. With that account you can buy any mutual fund that TD Ameritrade handles.
I am going to list that as a separate portfolio because it is really a brokerage IRA account, although the two are linked and you can transfer money between them.
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
