MyPlanIQ
401k Investor
Yadkin Valley Bank Trust Company 401(k) Profit Sharing Plan
Investment Options
Total Available Funds: | 4 |
Asset Class | Ticker | Description | Rating | ||||||||||||
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Total Available Funds: | 4 |
Asset Class | Ticker | Description | Rating | ||||||||||||
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Total Available Funds: | 4 |
- 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 | |||||||||||||||||||||||||||
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Average Expense Ratio: 0.95%
* If you find the above investment options have changed, please
email us the latest change or directly
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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 | 6.3% | 15.4% | 4.8% | 7.8% | 3.8% | 6.8% | |
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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.
** 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:YAVY)
The plan consists of 4 funds. It covers 2 major asset classes and 3 minor asset classes. The major asset classes it covers are Foreign Equity and US Equity.