MyPlanIQ 401k Investor DeepSeas 401k Plan

DeepSeas 401k Plan

This Plan is unrated.
Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX PIREX
Emerging Market
DIVERSIFIED EMERGING MKTS FPADX FPADX
INTERNATIONAL EQUITY
Foreign Large Blend FSPSX FSPSX
COMMODITIES
COMMODITIES BROAD BASKET PCLIX PCLIX
Others
EQUITY BMSKX BlackRock Income Fund
EQUITY RERHX American Funds EuroPacific Growth Fund
EQUITY RHATX American Funds 2010 Target Date
FIXED INCOME
Intermediate-Term Bond VBTLX VBTLX
High Yield Bond BRHYX BRHYX
Total Available Funds: 32
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX PIREX
Emerging Market
DIVERSIFIED EMERGING MKTS FPADX FPADX
INTERNATIONAL EQUITY
Foreign Large Blend FSPSX FSPSX
COMMODITIES
COMMODITIES BROAD BASKET PCLIX PCLIX
Others
EQUITY BMSKX BlackRock Income Fund
EQUITY RERHX American Funds EuroPacific Growth Fund
EQUITY RHATX American Funds 2010 Target Date
EQUITY RHBTX American Funds 2015 Target Date
EQUITY RHCTX American Funds 2020 Target Date
EQUITY RHDTX American Funds 2025 Target Date
EQUITY RHETX American Funds 2030 Target Date
EQUITY RHFTX American Funds 2035 Target Date
EQUITY RHGTX American Funds 2040 Target Date
EQUITY RHHTX American Funds 2045 Target Date
EQUITY RHITX American Funds 2050 Target Date
EQUITY RHJTX American Funds 2055 Target Date
EQUITY RHKTX American Funds 2060 Target Date
EQUITY RNWHX American Funds New World Fund
EQUITY SWMCX Schwab U.S. Mid-Cap Index Fund
EQUITY ABNZX AB Bond Inflation Strategy Fund
EQUITY RHLTX American Funds 2065 Target Date
ROOT CASH TRSVA
FIXED INCOME
Intermediate-Term Bond VBTLX VBTLX
High Yield Bond BRHYX BRHYX
US EQUITY
LARGE GROWTH FBGRX FBGRX
SMALL VALUE VSMIX VSMIX
Small Growth ANOIX ANOIX
SMALL BLEND SWSSX SWSSX
LARGE BLEND SWPPX SWPPX
Mid-Cap Growth BARIX BARIX
MID-CAP VALUE JVMIX JVMIX
LARGE VALUE MEIKX MEIKX
Total Available Funds: 32
  • 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
REAL ESTATE PIREX PIREX 81% 3 60 0 1.99% 3.53%
Emerging Market
DIVERSIFIED EMERGING MKTS FPADX FPADX 39% 3 60 0 0.08% 0%
INTERNATIONAL EQUITY
Foreign Large Blend FSPSX FSPSX 5% 3 60 0 0.03% 2.91%
COMMODITIES
COMMODITIES BROAD BASKET PCLIX PCLIX 6% 3 60 0 1.94% 11.47%
Others
EQUITY BMSKX BlackRock Income Fund 94% 3 60 0 0.89% 4.43%
EQUITY RERHX American Funds EuroPacific Growth Fund 54% 3 60 0 0.9% 3.89%
EQUITY RHATX American Funds 2010 Target Date 53% 3 60 0 0.28% 3.38%
EQUITY RHBTX American Funds 2015 Target Date 53% 3 60 0 0.3% 3.62%
EQUITY RHCTX American Funds 2020 Target Date 53% 3 60 0 0.3% 3.81%
EQUITY RHDTX American Funds 2025 Target Date 53% 3 60 0 0.32% 3.77%
EQUITY RHETX American Funds 2030 Target Date 53% 3 60 0 0.33% 4.07%
EQUITY RHFTX American Funds 2035 Target Date 53% 3 60 0 0.35% 4.89%
EQUITY RHGTX American Funds 2040 Target Date 53% 3 60 0 1.46% 5.63%
EQUITY RHHTX American Funds 2045 Target Date 53% 3 60 0 0.72% 5.89%
EQUITY RHITX American Funds 2050 Target Date 53% 3 60 0 0.73% 6.13%
EQUITY RHJTX American Funds 2055 Target Date 53% 3 60 0 0.38% 5.97%
EQUITY RHKTX American Funds 2060 Target Date 53% 3 60 0 0.38% 5.34%
EQUITY RNWHX American Funds New World Fund 52% 3 60 0 1.03% 2.82%
EQUITY SWMCX Schwab U.S. Mid-Cap Index Fund 49% 3 60 0 0.04% 1.51%
EQUITY ABNZX AB Bond Inflation Strategy Fund 38% 3 60 0 0.69% 4.61%
EQUITY RHLTX American Funds 2065 Target Date 18% 3 60 0 0.74% 0.63%
ROOT CASH TRSVA 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBTLX VBTLX 94% 3 60 0 0.15% 3.25%
High Yield Bond BRHYX BRHYX 72% 3 60 0 0.51% 5.68%
US EQUITY
LARGE GROWTH FBGRX FBGRX 99% 3 60 0 0.69% 0%
SMALL VALUE VSMIX VSMIX 94% 3 60 0 1.1% 0.65%
Small Growth ANOIX ANOIX 92% 3 60 0 0.97% 0%
SMALL BLEND SWSSX SWSSX 81% 3 60 0 0.04% 1.52%
LARGE BLEND SWPPX SWPPX 79% 3 60 0 0.02% 1.34%
Mid-Cap Growth BARIX BARIX 27% 3 60 0 1.04% 3.35%
MID-CAP VALUE JVMIX JVMIX 5% 3 60 0 1.85% 4.58%
LARGE VALUE MEIKX MEIKX 3% 3 60 0 0.8% 8.72%
Average Expense Ratio: 0.68%
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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 1.3% 7.7% 3.0% 6.4% 4.9% 7.6%

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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 2.6% 10.6% 1.8% 5.6% 4.6% 7.0%

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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 32 funds. It covers 6 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity, Foreign Equity, Commodity and REITs.
DeepSeas American Funds 401k Plan


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