MyPlanIQ 401k Investor KPMG 401K PLAN

KPMG 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EIEMX EATON VNCE PRMTRC MRKTS FD I
DIVERSIFIED EMERGING MKTS MDDCX BLACKROCK EMERGING MRKT IND TR
REAL ESTATE
REAL ESTATE VGSNX VANGUARD REIT INDEX FD CL INST
Global Real Estate EGLRX ALPINE INTERNATIONAL REAL EST
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTERNATIONAL ST
Foreign Large Blend VEA BLACKROCK MSCI EAFE EQTY NL M
Foreign Large Blend RERGX AMERICAN EURO PACIFIC
Others
ROOT CASH FFI TREASURY FUND
ROOT CASH FFI PREMIER INSTITUTIONAL FUND
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EIEMX EATON VNCE PRMTRC MRKTS FD I
DIVERSIFIED EMERGING MKTS MDDCX BLACKROCK EMERGING MRKT IND TR
REAL ESTATE
REAL ESTATE VGSNX VANGUARD REIT INDEX FD CL INST
Global Real Estate EGLRX ALPINE INTERNATIONAL REAL EST
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTERNATIONAL ST
Foreign Large Blend VEA BLACKROCK MSCI EAFE EQTY NL M
Foreign Large Blend RERGX AMERICAN EURO PACIFIC
Others
ROOT CASH FFI TREASURY FUND
ROOT CASH FFI PREMIER INSTITUTIONAL FUND
FIXED INCOME
Intermediate Government VFIUX VANGUARD INTER TERM TREAS ADM
Inflation-Protected Bond VIPIX VANGUARD INFLATION-PROTECTED
Emerging Markets Bond MEDGX MFS EMERGING MARKETS
WORLD BOND TTRZX TEMPLETON GLOBAL TOTAL CL ADV
Intermediate-Term Bond VBMPX VANGUARD TOTAL BOND MKT INDEX
Short-Term Bond VBITX VANGUARD SHRT TRM BD INDX INST
High Yield Bond HYFAX HARBOR HIGH YIELD BD FD INSTL
US EQUITY
MID-CAP VALUE ARTQX ARTISAN MID CAP VALUE FUND INV
Mid-Cap Growth GGOIX GOLDMAN SACHS GRTH OPP FD CL I
LARGE BLEND STSEX BLACKROCK EXTENDED FD CL K
LARGE VALUE MABAX BLACKROCK BASIC VALUE I
Small Growth VEXRX VANGUARD EXPLORER ADMIRAL
SMALL VALUE HWSIX HOTCHKIS AND WILEY SML CP VL I
LARGE GROWTH RGAGX AMERICAN GROWTH FUND OF
Total Available Funds: 23
  • 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 EIEMX EATON VNCE PRMTRC MRKTS FD I 75% 1 60 0 1.24% 4.36%
DIVERSIFIED EMERGING MKTS MDDCX BLACKROCK EMERGING MRKT IND TR 59% 1 60 0 1.87% 1.53%
REAL ESTATE
REAL ESTATE VGSNX VANGUARD REIT INDEX FD CL INST 80% 1 60 0 0.12% 4.1%
Global Real Estate EGLRX ALPINE INTERNATIONAL REAL EST 0% 1 60 0 1.62% 4.9%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTERNATIONAL ST 99% 1 60 0 0.52% 2.33%
Foreign Large Blend VEA BLACKROCK MSCI EAFE EQTY NL M 97% 1 60 0 0.05% 3.11%
Foreign Large Blend RERGX AMERICAN EURO PACIFIC 32% 1 60 0 0.9% 4.03%
Others
ROOT CASH FFI TREASURY FUND 0% 1 60 0 NA 4.14%
ROOT CASH FFI PREMIER INSTITUTIONAL FUND 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate Government VFIUX VANGUARD INTER TERM TREAS ADM 94% 1 60 0 0.2% 3.48%
Inflation-Protected Bond VIPIX VANGUARD INFLATION-PROTECTED 91% 1 60 0 0.1% 4.92%
Emerging Markets Bond MEDGX MFS EMERGING MARKETS 82% 1 60 0 1.8% 7.12%
WORLD BOND TTRZX TEMPLETON GLOBAL TOTAL CL ADV 42% 1 60 0 1.16% 5.86%
Intermediate-Term Bond VBMPX VANGUARD TOTAL BOND MKT INDEX 35% 1 60 0 0.03% 2.81%
Short-Term Bond VBITX VANGUARD SHRT TRM BD INDX INST 4% 1 60 0 0.04% 2.34%
High Yield Bond HYFAX HARBOR HIGH YIELD BD FD INSTL 0% 1 60 0 0.9% 1.72%
US EQUITY
MID-CAP VALUE ARTQX ARTISAN MID CAP VALUE FUND INV 91% 1 60 0 1.05% 17.63%
Mid-Cap Growth GGOIX GOLDMAN SACHS GRTH OPP FD CL I 90% 1 60 0 1.41% 0%
LARGE BLEND STSEX BLACKROCK EXTENDED FD CL K 87% 1 60 0 0.77% 0.99%
LARGE VALUE MABAX BLACKROCK BASIC VALUE I 86% 1 60 0 0.54% 4.93%
Small Growth VEXRX VANGUARD EXPLORER ADMIRAL 76% 1 60 0 0.34% 0.59%
SMALL VALUE HWSIX HOTCHKIS AND WILEY SML CP VL I 70% 1 60 0 1.94% 1.95%
LARGE GROWTH RGAGX AMERICAN GROWTH FUND OF 25% 1 60 0 0.3% 0%
Average Expense Ratio: 0.8%
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Related Retirement Plans
KPMG 401(K) PLAN
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 0.8% 8.0% 0.2% 4.8% 4.1% 6.5%

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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
The plan consists of 25 funds. It covers 5 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs, Emerging Market Equity and Fixed Income.


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