MyPlanIQ 401k Investor Atlantic County Employee Deferred Compensation Plan

Atlantic County Employee Deferred Compensation Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX Artisan International Inv
Foreign Large Growth TWIEX American Century Intl Growth Inv
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
FIXED INCOME
Multisector Bond PIMIX PIMCO Income Instl
Intermediate-Term Bond PINCX Putnam Income A
Intermediate-Term Bond PTRQX Prudential Total Return Bond Q
US EQUITY
SMALL BLEND DISSX Dreyfus Small Cap Stock Index
SMALL VALUE DEVIX Delaware Small Cap Value Instl
LARGE BLEND PEOPX Dreyfus S&P 500 Index
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX Artisan International Inv
Foreign Large Growth TWIEX American Century Intl Growth Inv
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Foreign Large Blend TROIX T.Rowe Price Overseas Stock I
FIXED INCOME
Multisector Bond PIMIX PIMCO Income Instl
Intermediate-Term Bond PINCX Putnam Income A
Intermediate-Term Bond PTRQX Prudential Total Return Bond Q
US EQUITY
SMALL BLEND DISSX Dreyfus Small Cap Stock Index
SMALL VALUE DEVIX Delaware Small Cap Value Instl
LARGE BLEND PEOPX Dreyfus S&P 500 Index
LARGE VALUE TWEAX American Century Equity Income A
LARGE BLEND NYVRX Davis NY Venture R
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
SMALL BLEND MOPAX MainStay US Small Cap A
SMALL BLEND MXLSX Maxim Loomis Sayles SmallCap Value
Small Growth JVTSX Janus Venture S
Mid-Cap Growth JANEX Janus Enterprise D
LARGE BLEND OIEPX JP Morgan Equity Income R3
MID-CAP BLEND WFPRX Wells Fargo Special Mid Cap Value C
LARGE GROWTH AULDX American Century Ultra R6
MID-CAP BLEND PESPX Dreyfus MidCap Index
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
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX Artisan International Inv 92% 1 60 0 0.97% 1.83%
Foreign Large Growth TWIEX American Century Intl Growth Inv 84% 1 60 0 0.13% 0%
Foreign Large Blend RERCX American Funds EuroPacific Gr R3 56% 1 60 0 0.9% 3.46%
Foreign Large Blend TROIX T.Rowe Price Overseas Stock I 1% 1 60 0 0.67% 2.39%
FIXED INCOME
Multisector Bond PIMIX PIMCO Income Instl 72% 1 60 0 0.51% 7.22%
Intermediate-Term Bond PINCX Putnam Income A 45% 1 60 0 0.5% 8.6%
Intermediate-Term Bond PTRQX Prudential Total Return Bond Q 6% 1 60 0 1.01% 5.94%
US EQUITY
SMALL BLEND DISSX Dreyfus Small Cap Stock Index 79% 1 60 0 0.5% 12.27%
SMALL VALUE DEVIX Delaware Small Cap Value Instl 78% 1 60 0 1.36% 1.29%
LARGE BLEND PEOPX Dreyfus S&P 500 Index 72% 1 60 0 0.5% 9.47%
LARGE VALUE TWEAX American Century Equity Income A 45% 1 60 0 0.59% 8.62%
LARGE BLEND NYVRX Davis NY Venture R 42% 1 60 0 1.75% 7.81%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 1 60 0 0.3% 0%
SMALL BLEND MOPAX MainStay US Small Cap A 35% 1 60 0 1.08% 0%
SMALL BLEND MXLSX Maxim Loomis Sayles SmallCap Value 20% 1 60 0 1.09% 1.87%
Small Growth JVTSX Janus Venture S 9% 1 60 0 0.92% 10.23%
Mid-Cap Growth JANEX Janus Enterprise D 4% 1 60 0 1.14% 17.36%
LARGE BLEND OIEPX JP Morgan Equity Income R3 1% 1 60 0 0.95% 2.66%
MID-CAP BLEND WFPRX Wells Fargo Special Mid Cap Value C 0% 1 60 0 1.04% 4.3%
LARGE GROWTH AULDX American Century Ultra R6 0% 1 60 0 NA 4.9%
MID-CAP BLEND PESPX Dreyfus MidCap Index 0% 1 60 0 0.51% 15.85%
Average Expense Ratio: 0.82%
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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 2.2% 8.6% 1.9% 7.1% 5.9% 8.8%

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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 1.1% 9.2% 0.4% 4.2% 5.6% 8.0%

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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 21 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.



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