MyPlanIQ 401k Investor OPS 401K 58611

OPS 401K 58611

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX
INTERNATIONAL EQUITY
Foreign Large Blend RERGX
Foreign Large Blend VTIAX
Others
Target Date 2021-2025 VTTVX
Target Date 2041-2045 VTIVX
Retirement Income VTINX
FIXED INCOME
Intermediate-Term Bond VBTLX
Inflation-Protected Bond VAIPX
Intermediate-Term Bond DODIX
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX
INTERNATIONAL EQUITY
Foreign Large Blend RERGX
Foreign Large Blend VTIAX
Others
Target Date 2021-2025 VTTVX
Target Date 2041-2045 VTIVX
Retirement Income VTINX
World Allocation PAAIX
Target Date 2031-2035 VTTHX
Target Date 2051 VFFVX
Target Date 2046-2050 VFIFX
Target Date 2051 VTTSX
Target Date 2036-2040 VFORX
Target Date 2026-2030 VTHRX
Target Date 2016-2020 VTWNX
Target Date 2011-2015 VTXVX
Target Date 2000-2010 VTENX
FIXED INCOME
Intermediate-Term Bond VBTLX
Inflation-Protected Bond VAIPX
Intermediate-Term Bond DODIX
WORLD BOND PIGLX
US EQUITY
LARGE GROWTH FCNTX
SMALL BLEND VSMAX
LARGE BLEND VFIAX
Small Growth TRSSX
MID-CAP BLEND VIMAX
Total Available Funds: 25
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX 77% 3 60 0 1.1% 1.75%
INTERNATIONAL EQUITY
Foreign Large Blend RERGX 32% 3 60 0 0.9% 4.03%
Foreign Large Blend VTIAX 29% 3 60 0 0.07% 3.3%
Others
Target Date 2021-2025 VTTVX 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX 97% 3 60 0 0.08% 2.93%
World Allocation PAAIX 96% 3 60 0 1.84% 3.53%
Target Date 2031-2035 VTTHX 96% 3 60 0 0.08% 2.34%
Target Date 2051 VFFVX 80% 3 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX 75% 3 60 0 0.08% 2.02%
Target Date 2051 VTTSX 72% 3 60 0 0.08% 1.77%
Target Date 2036-2040 VFORX 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX 0% 3 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond VBTLX 94% 3 60 0 0.15% 3.25%
Inflation-Protected Bond VAIPX 91% 3 60 0 0.07% 4.34%
Intermediate-Term Bond DODIX 87% 3 60 0 0.33% 3.91%
WORLD BOND PIGLX 0% 3 60 0 0.57% 4.88%
US EQUITY
LARGE GROWTH FCNTX 96% 3 60 0 0.55% 4.32%
SMALL BLEND VSMAX 80% 3 60 0 0.05% 1.54%
LARGE BLEND VFIAX 78% 3 60 0 0.14% 1.35%
Small Growth TRSSX 78% 3 60 0 0.66% 0.41%
MID-CAP BLEND VIMAX 72% 3 60 0 0.04% 1.5%
Average Expense Ratio: 0.3%
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 2.5% 11.7% -0.4% 5.6% 4.8% 7.1%

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 to Create Model Portfolio

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 25 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are Emerging Market Equity, Fixed Income, US Equity and Foreign Equity.
Unable to find ticker symbol for Wells Fargo Stable Fund C, Wellington Midcap Oppourtunities portfolio
Unable to find description for MFS global equity R6 ( MWEMX )


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.