MyPlanIQ 401k Investor ARM 401(k) Plan

ARM 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities
Emerging Market
DIVERSIFIED EMERGING MKTS FPADX Fidelity Spartan EMkts Idx Advtg Instl
INTERNATIONAL EQUITY
Foreign Large Blend RERGX REEGX
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl
FIXED INCOME
Intermediate-Term Bond MPHQX BlackRock Total Return BlackRock
Intermediate-Term Bond FXNAX Fidelity Spartan US Bond Idx Advtg Instl
Multisector Bond STRKX Pioneer Strategic Income Fund Class K
US EQUITY
SMALL VALUE DFFVX DFA US Targeted Value I
LARGE GROWTH VWUAX Vanguard US Growth Adm
MID-CAP BLEND FSMAX Fidelity Spartan Extnd Mkt Idx AdvtgInst
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities
Emerging Market
DIVERSIFIED EMERGING MKTS FPADX Fidelity Spartan EMkts Idx Advtg Instl
INTERNATIONAL EQUITY
Foreign Large Blend RERGX REEGX
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl
FIXED INCOME
Intermediate-Term Bond MPHQX BlackRock Total Return BlackRock
Intermediate-Term Bond FXNAX Fidelity Spartan US Bond Idx Advtg Instl
Multisector Bond STRKX Pioneer Strategic Income Fund Class K
US EQUITY
SMALL VALUE DFFVX DFA US Targeted Value I
LARGE GROWTH VWUAX Vanguard US Growth Adm
MID-CAP BLEND FSMAX Fidelity Spartan Extnd Mkt Idx AdvtgInst
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
LARGE VALUE MEIKX MFS Value R5
SMALL BLEND FSSNX Fidelity Spartan Sm Cp Idx Advtg Instl
MID-CAP VALUE JMVYX JPMorgan Mid Cap Value Fund Class R6
Small Growth TQAIX T. Rowe Price QM U.S. Small-Cap Growth Equity Fund I Class
Total Available Funds: 15
  • 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
Global Real Estate DFGEX DFA Global Real Estate Securities 79% 1 60 0 0.22% 3.4%
Emerging Market
DIVERSIFIED EMERGING MKTS FPADX Fidelity Spartan EMkts Idx Advtg Instl 39% 1 60 0 0.08% 0%
INTERNATIONAL EQUITY
Foreign Large Blend RERGX REEGX 32% 1 60 0 0.9% 4.03%
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl 5% 1 60 0 0.03% 2.91%
FIXED INCOME
Intermediate-Term Bond MPHQX BlackRock Total Return BlackRock 75% 1 60 0 0.75% 4.38%
Intermediate-Term Bond FXNAX Fidelity Spartan US Bond Idx Advtg Instl 31% 1 60 0 0.03% 2.4%
Multisector Bond STRKX Pioneer Strategic Income Fund Class K 1% 1 60 0 0.59% 3.92%
US EQUITY
SMALL VALUE DFFVX DFA US Targeted Value I 79% 1 60 0 0.29% 1.43%
LARGE GROWTH VWUAX Vanguard US Growth Adm 71% 1 60 0 0.33% 0%
MID-CAP BLEND FSMAX Fidelity Spartan Extnd Mkt Idx AdvtgInst 69% 1 60 0 0.03% 1.13%
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl 4% 1 60 0 0.02% 1.04%
LARGE VALUE MEIKX MFS Value R5 3% 1 60 0 0.8% 8.72%
SMALL BLEND FSSNX Fidelity Spartan Sm Cp Idx Advtg Instl 2% 1 60 0 0.03% 0.35%
MID-CAP VALUE JMVYX JPMorgan Mid Cap Value Fund Class R6 0% 1 60 0 1.15% 6.05%
Small Growth TQAIX T. Rowe Price QM U.S. Small-Cap Growth Equity Fund I Class 0% 1 60 0 0.8% 2.46%
Average Expense Ratio: 0.4%
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Related Retirement Plans
A.R.M. 401(K) PLAN
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 0.6% 7.7% 0.7% 4.7% 5.1% 7.4%

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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 for Portfolio Details or Follow 0.6% 5.9% -4.7% 3.5% 4.4% 6.6%

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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 5 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, REITs, Emerging Market Equity, Foreign Equity and Fixed Income.


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