MyPlanIQ 401k Investor Renovo Resources Employee 401K

Renovo Resources Employee 401K

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE JIREX John Hancock Funds2 Real Estate Secs 1
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
INTERNATIONAL EQUITY
Foreign Large Blend MAIIX BlackRock EAFE Index
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl
Foreign Large Value COSSX Columbia Overseas Value Fund Institutional 2 Class
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income
Conservative Allocation JELMX John Hancock VIT Lifestyle Moderate Ser I
FIXED INCOME
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z
WORLD BOND GOBAX Legg Mason BW Global Opps Bd A
Intermediate-Term Bond LBNSX Lord Abbett Bond Debenture Fund R4
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE JIREX John Hancock Funds2 Real Estate Secs 1
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
INTERNATIONAL EQUITY
Foreign Large Blend MAIIX BlackRock EAFE Index
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl
Foreign Large Value COSSX Columbia Overseas Value Fund Institutional 2 Class
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income
Conservative Allocation JELMX John Hancock VIT Lifestyle Moderate Ser I
Conservative Allocation JELCX JohnHancock VIT Lifestyle Conservative Tr Ser I
Moderate Allocation JELBX John Hancock VIT Lifestyle Balanced I
Target Date 2051 VFFVX Vanguard TGT Retirement 2055
Moderate Allocation JELGX John Hancock HVIT Lifestyle Growth I
Target Date 2046-2050 VFIFX Vanguard TGT Retirement 2050
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Target Date 2061-2065 VLXVX Vanguard TGT Retirement 2065
ROOT CASH J Hancock Money Market
FIXED INCOME
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z
WORLD BOND GOBAX Legg Mason BW Global Opps Bd A
Intermediate-Term Bond LBNSX Lord Abbett Bond Debenture Fund R4
US EQUITY
Mid-Cap Growth JMGRX Janus Enterprise I
LARGE VALUE PEIYX Putnam Equity Income Y
SMALL BLEND TISBX TIAA-CREF Small-Cap Blend Idx Inst
SMALL VALUE DFFVX DFA US Targeted Value I
Small Growth PSYGX Putnam Small Cap Growth Y
SMALL VALUE FVFRX Franklin Small Cap Value R
MID-CAP VALUE MVCHX MFS Mid Cap Value R3
LARGE GROWTH FDYZX Franklin DynaTech Adv
LARGE GROWTH LGGAX Legg Mason Cap Mgmt Growth A
MID-CAP BLEND FSMDX Fidelity Spartan Mid Cap Idx Advtg Instl
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
Total Available Funds: 31
  • 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 JIREX John Hancock Funds2 Real Estate Secs 1 82% 0 60 0 0.88% 12.29%
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6 43% 0 60 0 1.03% 2.94%
INTERNATIONAL EQUITY
Foreign Large Blend MAIIX BlackRock EAFE Index 81% 0 60 0 0.34% 3.24%
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl 5% 0 60 0 0.03% 2.91%
Foreign Large Value COSSX Columbia Overseas Value Fund Institutional 2 Class 1% 0 60 0 1.91% 1.18%
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 0 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income 97% 0 60 0 0.08% 2.93%
Conservative Allocation JELMX John Hancock VIT Lifestyle Moderate Ser I 87% 0 60 0 0.78% 9.79%
Conservative Allocation JELCX JohnHancock VIT Lifestyle Conservative Tr Ser I 87% 0 60 0 0.76% 5.02%
Moderate Allocation JELBX John Hancock VIT Lifestyle Balanced I 82% 0 60 0 0.8% 11.1%
Target Date 2051 VFFVX Vanguard TGT Retirement 2055 80% 0 60 0 0.08% 1.85%
Moderate Allocation JELGX John Hancock HVIT Lifestyle Growth I 77% 0 60 0 0.81% 15.52%
Target Date 2046-2050 VFIFX Vanguard TGT Retirement 2050 75% 0 60 0 0.08% 2.02%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 0 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 0 60 0 0.08% 4.48%
Target Date 2061-2065 VLXVX Vanguard TGT Retirement 2065 0% 0 60 0 0.08% 1.7%
ROOT CASH J Hancock Money Market 0% 0 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z 83% 0 60 0 1.01% 5.84%
WORLD BOND GOBAX Legg Mason BW Global Opps Bd A 14% 0 60 0 0.56% 4.01%
Intermediate-Term Bond LBNSX Lord Abbett Bond Debenture Fund R4 1% 0 60 0 0.58% 3.78%
US EQUITY
Mid-Cap Growth JMGRX Janus Enterprise I 93% 0 60 0 1.14% 17.21%
LARGE VALUE PEIYX Putnam Equity Income Y 90% 0 60 0 1.14% 5.52%
SMALL BLEND TISBX TIAA-CREF Small-Cap Blend Idx Inst 83% 0 60 0 0.06% 3.16%
SMALL VALUE DFFVX DFA US Targeted Value I 79% 0 60 0 0.29% 1.43%
Small Growth PSYGX Putnam Small Cap Growth Y 69% 0 60 0 1.98% 0%
SMALL VALUE FVFRX Franklin Small Cap Value R 52% 0 60 0 1.42% 0.14%
MID-CAP VALUE MVCHX MFS Mid Cap Value R3 44% 0 60 0 0.74% 2.8%
LARGE GROWTH FDYZX Franklin DynaTech Adv 23% 0 60 0 0.45% 0%
LARGE GROWTH LGGAX Legg Mason Cap Mgmt Growth A 9% 0 60 0 1.06% 1.14%
MID-CAP BLEND FSMDX Fidelity Spartan Mid Cap Idx Advtg Instl 4% 0 60 0 0.03% 0.3%
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl 4% 0 60 0 0.02% 1.04%
Average Expense Ratio: 0.61%
Sign up to get fund ranking change alerts

* 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*
Click for Portfolio Details or Follow 0.9% 7.1% 1.0% 6.0% 5.5% 7.9%

Sign up or Login first to get rebalance emails for this portfolio

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 -0.4% 4.3% 0.0% 4.3% 4.5% 7.0%

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 31 funds. It covers 5 major asset classes and 25 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income, REITs and Emerging Market Equity.
LGGAX is an International Growth fund.  
SDMQX is a multi-sector bond fund.  Please correct your database. Thanks.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.