MyPlanIQ
401k Investor
CalSavers Retirement Plan
Investment Options
Total Available Funds: | 5 |
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Total Available Funds: | 5 |
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Total Available Funds: | 5 |
- 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 | |||||||||||||||||||||||||||
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Average Expense Ratio: 0.26%
* 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* |
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Click for Portfolio Details or Follow | 3.4% | 11.8% | 3.3% | 2.2% | 3.7% | 2.4% | |
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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* |
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Click for Portfolio Details or Follow | 1.6% | 9.2% | 0.4% | -30.4% | -14.2% | -9.7% | |
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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.
** 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 5 funds. It covers 3 major asset classes and 5 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
CalSavers offers a range of different investment options to meet your needs no matter where you are in your retirement savings journey. An investment fund is a collection of different investments pooled together and are usually made up of stocks, bonds, and/or cash equivalents.
Investment funds are professionally managed and help to easily diversify your investments. You can find more information about the different investment funds that CalSavers offers below.