MyPlanIQ 401k Investor The Columbia New York 529 College Savings Program Advisor Plan

The Columbia New York 529 College Savings Program Advisor Plan

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend OEIAX Premiere International Equity NY 529
Others
Moderate Allocation COTZX Columbia Thermostat NY 529
World Allocation BNGLX Premiere Global Allocation NY 529
FIXED INCOME
Multisector Bond COSIX Columbia Strategic Income NY 529
Intermediate-Term Bond LIBAX Columbia Intermediate Bond NY 529
US EQUITY
Mid-Cap Growth ACRNX Columbia Acorn NY 529
LARGE VALUE IEVAX Premiere Classic Value NY 529
SMALL VALUE CSMIX Columbia Small Cap Value NY 529
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend OEIAX Premiere International Equity NY 529
Others
Moderate Allocation COTZX Columbia Thermostat NY 529
World Allocation BNGLX Premiere Global Allocation NY 529
FIXED INCOME
Multisector Bond COSIX Columbia Strategic Income NY 529
Intermediate-Term Bond LIBAX Columbia Intermediate Bond NY 529
US EQUITY
Mid-Cap Growth ACRNX Columbia Acorn NY 529
LARGE VALUE IEVAX Premiere Classic Value NY 529
SMALL VALUE CSMIX Columbia Small Cap Value NY 529
MID-CAP VALUE CMUAX Columbia Mid Cap Value NY 529
LARGE VALUE MDLVX Premiere Large Cap Value NY 529
LARGE GROWTH SHRAX Premiere Aggressive Growth NY 529
SMALL BLEND LSMAX Columbia Small Cap Core NY 529
LARGE GROWTH NMGIX Columbia Marsico Growth NY 529
LARGE VALUE NVLEX Columbia Large Cap Value NY 529
Small Growth LAUAX Columbia Acorn USA NY 529
Mid-Cap Growth LTFAX Columbia Acorn Select NY 529
Total Available Funds: 16
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend OEIAX Premiere International Equity NY 529 0% 1 60 0 0.35% 4.26%
Others
Moderate Allocation COTZX Columbia Thermostat NY 529 98% 1 60 0 0.85% 2.76%
World Allocation BNGLX Premiere Global Allocation NY 529 60% 1 60 0 1.29% 4.46%
FIXED INCOME
Multisector Bond COSIX Columbia Strategic Income NY 529 65% 1 60 0 0.64% 4.63%
Intermediate-Term Bond LIBAX Columbia Intermediate Bond NY 529 50% 1 60 0 0.49% 3.94%
US EQUITY
Mid-Cap Growth ACRNX Columbia Acorn NY 529 75% 1 60 0 1.83% 0%
LARGE VALUE IEVAX Premiere Classic Value NY 529 51% 1 60 0 1.86% 4.4%
SMALL VALUE CSMIX Columbia Small Cap Value NY 529 49% 1 60 0 0.86% 7.79%
MID-CAP VALUE CMUAX Columbia Mid Cap Value NY 529 41% 1 60 0 1.13% 1.24%
LARGE VALUE MDLVX Premiere Large Cap Value NY 529 36% 1 60 0 0.79% 2.72%
LARGE GROWTH SHRAX Premiere Aggressive Growth NY 529 27% 1 60 0 1.24% 13.89%
SMALL BLEND LSMAX Columbia Small Cap Core NY 529 0% 1 60 0 1.33% 0.87%
LARGE GROWTH NMGIX Columbia Marsico Growth NY 529 0% 1 60 0 1.25% 0%
LARGE VALUE NVLEX Columbia Large Cap Value NY 529 0% 1 60 0 1.18% 1.43%
Small Growth LAUAX Columbia Acorn USA NY 529 0% 1 60 0 1.08% 0%
Mid-Cap Growth LTFAX Columbia Acorn Select NY 529 0% 1 60 0 1.17% 0.17%
Average Expense Ratio: 1.08%
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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 -11.1% -8.2% 35.6% 21.4% 13.3% 8.7%

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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 for Portfolio Details or Follow -5.4% 0.8% 3.8% 3.2% 5.6% 4.5%

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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 16 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

The New York 529 College Savings Program Advisor Plan is provided by Columbia Menagement LLC. The Columbia 529 plan provides three ways to invest: Age-based Portfolios, Asset Allocation Portfolios and Customized portfolios. With the custom portfolio option, the assets in your Columbia 529 Plan account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. MyPlanIQ.com provides asset allocation strategies for the third-way investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan custom portfolios below.  

Columbia portfolios                Portfolio name                             Underlying fund
                                    Columbia Acorn NY 529                     Columbia Acorn
                                    Columbia Acorn Select NY 529            Columbia Acorn Select
                                    Columbia Acorn USA NY 529               Columbia Acorn USA
                                    Columbia Large Cap Value NY 529      Columbia Large Cap Value
                                    ColumbiaMarsico Growth NY 529          ColumbiaMarsico Growth
                                    ColumbiaMid Cap Value NY 529          ColumbiaMid Cap Value
                                    Columbia Small Cap Value NY 529      Columbia Small Cap Value I
                                    Columbia Small Cap Core NY 529       Columbia Small Cap Core
                                    Columbia Thermostat NY 529             Columbia Thermostat
                                    Columbia Intermediate Bond NY 529   Columbia Intermediate Bond
                                    Columbia Strategic Income NY 529      Columbia Strategic Income
Premiere portfolios
                                    Premiere Aggressive Growth NY 529      LeggMason ClearBridge Aggressive Growth†
                                    Premiere Classic Value NY 529             RiverSource Equity Value††
                                    Premiere Large Cap Value NY 529        BlackRock Large Cap Value
                                    Premiere Global Allocation NY 529        UBS Global Allocation
                                    Premiere International Equity NY 529    JPMorgan International Equity

For further information, please visit the Columbia official website or the Plan File.



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