MyPlanIQ 401k Investor RBANK Only One Fund Risk Asset 401(k) PLAN

RBANK Only One Fund Risk Asset 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSLX Vanguard REIT Index Adm
Emerging Market
DIVERSIFIED EMERGING MKTS PRZIX T.Rowe Price Emerging Markets Stock I
INTERNATIONAL EQUITY
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Others
ROOT CASH Federated Government Obligs Premier (GOFXX)
US EQUITY
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I
Intermediate-Term Bond BCOIX Baird Core Plus Bond Inst
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSLX Vanguard REIT Index Adm
Emerging Market
DIVERSIFIED EMERGING MKTS PRZIX T.Rowe Price Emerging Markets Stock I
INTERNATIONAL EQUITY
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Others
ROOT CASH Federated Government Obligs Premier (GOFXX)
US EQUITY
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I
Intermediate-Term Bond BCOIX Baird Core Plus Bond Inst
Multisector Bond PIMIX PIMCO Income Instl
Inflation-Protected Bond MIPZX MassMutual Premier Infl-Prot and Inc Z
High Yield Bond FHTIX Federated High Yield Trust Institutional
WORLD BOND GBONX JPMorgan Global Bond Oppotunities R6
High Yield Bond FIHLX Federated Instl High Yield Bond R6
Total Available Funds: 13
  • 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 VGSLX Vanguard REIT Index Adm 51% 3 60 0 0.12% 4.08%
Emerging Market
DIVERSIFIED EMERGING MKTS PRZIX T.Rowe Price Emerging Markets Stock I 1% 3 60 0 1.15% 1.68%
INTERNATIONAL EQUITY
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral 29% 3 60 0 0.07% 3.3%
Others
ROOT CASH Federated Government Obligs Premier (GOFXX) 0% 0 60 0 NA 4.14%
US EQUITY
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm 81% 3 60 0 0.03% 1.34%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl 90% 3 60 0 0.94% 3.26%
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I 89% 3 60 0 0.52% 4.3%
Intermediate-Term Bond BCOIX Baird Core Plus Bond Inst 87% 3 60 0 0.3% 3.51%
Multisector Bond PIMIX PIMCO Income Instl 72% 3 60 0 0.51% 7.22%
Inflation-Protected Bond MIPZX MassMutual Premier Infl-Prot and Inc Z 8% 3 60 0 0.57% 3.01%
High Yield Bond FHTIX Federated High Yield Trust Institutional 1% 3 60 0 0.98% 4.69%
WORLD BOND GBONX JPMorgan Global Bond Oppotunities R6 1% 3 60 0 1.3% 4.08%
High Yield Bond FIHLX Federated Instl High Yield Bond R6 0% 3 60 0 0.75% 4.92%
Average Expense Ratio: 0.6%
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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 -0.6% 8.2% -0.9% 3.9% 4.8% 8.2%

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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 to Create Model Portfolio

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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(Ticker:RNST)
The plan consists of 32 funds. It covers 5 major asset classes and 24 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.
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