MyPlanIQ 401k Investor New Jersey State Employees Deferred Compensation Plan

New Jersey State Employees Deferred Compensation Plan

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend LZIEX International Blend/Lazard
Others
World Allocation PAAIX PIMCO All Asset Instl
Conservative Allocation VWIAX Vanguard Wellesley Income Adm
US EQUITY
SMALL BLEND IWM DCP Small Cap Equity
Small Growth IWO Small Cap Growth II/Wellington
LARGE BLEND IWB DCP Equity Fund
FIXED INCOME
Intermediate-Term Bond PDBZX PGIM Core Plus Bond
SHORT GOVERNMENT STABLEVALUE DCP Stable Value Fund IV
Intermediate-Term Bond TPCQX PGIM Core Bond Enhanced Index
Total Available Funds: 16
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend LZIEX International Blend/Lazard
Others
World Allocation PAAIX PIMCO All Asset Instl
Conservative Allocation VWIAX Vanguard Wellesley Income Adm
US EQUITY
SMALL BLEND IWM DCP Small Cap Equity
Small Growth IWO Small Cap Growth II/Wellington
LARGE BLEND IWB DCP Equity Fund
LARGE GROWTH ALLIX Large Cap Growth II
LARGE VALUE LSVEX Large Cap Value/LSV
LARGE BLEND VINIX Vanguard Institutional Index Instl
LARGE GROWTH CISIX Social Investment Equity/Calvert
LARGE GROWTH POLIX Polen Capital Large Cap Growth
FIXED INCOME
Intermediate-Term Bond PDBZX PGIM Core Plus Bond
SHORT GOVERNMENT STABLEVALUE DCP Stable Value Fund IV
Intermediate-Term Bond TPCQX PGIM Core Bond Enhanced Index
Total Available Funds: 16
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y 89% 1 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock 99% 1 60 0 0.52% 2.33%
Foreign Large Blend LZIEX International Blend/Lazard 84% 1 60 0 1.09% 1.53%
Others
World Allocation PAAIX PIMCO All Asset Instl 96% 1 60 0 1.84% 3.53%
Conservative Allocation VWIAX Vanguard Wellesley Income Adm 91% 1 60 0 0.16% 3.46%
US EQUITY
SMALL BLEND IWM DCP Small Cap Equity 99% 1 60 0 0.19% 1.33%
Small Growth IWO Small Cap Growth II/Wellington 99% 1 60 0 0.24% 0.7%
LARGE BLEND IWB DCP Equity Fund 97% 1 60 0 0.15% 1.23%
LARGE GROWTH ALLIX Large Cap Growth II 93% 1 60 0 0.95% 1.67%
LARGE VALUE LSVEX Large Cap Value/LSV 93% 1 60 0 0.66% 13.03%
LARGE BLEND VINIX Vanguard Institutional Index Instl 78% 1 60 0 0.02% 1.36%
LARGE GROWTH CISIX Social Investment Equity/Calvert 71% 1 60 0 1.24% 1.03%
LARGE GROWTH POLIX Polen Capital Large Cap Growth 18% 1 60 0 1.21% 0%
FIXED INCOME
Intermediate-Term Bond PDBZX PGIM Core Plus Bond 83% 1 60 0 1.01% 5.84%
SHORT GOVERNMENT STABLEVALUE DCP Stable Value Fund IV 16% 0 60 0 NA 27.03%
Intermediate-Term Bond TPCQX PGIM Core Bond Enhanced Index 1% 1 60 0 0.32% 3.96%
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 4.3% 16.6% 5.8% 7.9% 6.4% 8.2%

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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 for Portfolio Details or Follow 5.3% 20.1% 7.3% 11.3% 9.0% 9.9%

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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 16 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.
(Ticker:STFC) has the "Washington State Deferred Compensation Program".


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