MyPlanIQ 401k Investor IDeal – Idaho College Savings Program

IDeal – Idaho College Savings Program

This Plan is unrated.
Investment Options
Total Available Funds: 6
Asset Class Ticker Description Rating
Others
Conservative Allocation VSCGX Vanguard Conservative Growth Portfolio
Moderate Allocation VSMGX Vanguard Moderate Growth Portfolio
ROOT CASH Vanguard Money Market Portfolio
US EQUITY
LARGE VALUE VEIPX Vanguard Income Portfolio
LARGE GROWTH VIGRX Vanguard Growth Portfolio
LARGE GROWTH VGEQX Vanguard Aggressive Growth Portfolio
Total Available Funds: 6
Asset Class Ticker Description Rating
Others
Conservative Allocation VSCGX Vanguard Conservative Growth Portfolio
Moderate Allocation VSMGX Vanguard Moderate Growth Portfolio
ROOT CASH Vanguard Money Market Portfolio
US EQUITY
LARGE VALUE VEIPX Vanguard Income Portfolio
LARGE GROWTH VIGRX Vanguard Growth Portfolio
LARGE GROWTH VGEQX Vanguard Aggressive Growth Portfolio
Total Available Funds: 6
  • 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
Others
Conservative Allocation VSCGX Vanguard Conservative Growth Portfolio 89% 1 60 0 0.12% 2.84%
Moderate Allocation VSMGX Vanguard Moderate Growth Portfolio 84% 1 60 0 0.13% 2.53%
ROOT CASH Vanguard Money Market Portfolio 0% 1 60 0 NA 4.14%
US EQUITY
LARGE VALUE VEIPX Vanguard Income Portfolio 99% 1 60 0 0.27% 2.74%
LARGE GROWTH VIGRX Vanguard Growth Portfolio 97% 1 60 0 0.04% 0.43%
LARGE GROWTH VGEQX Vanguard Aggressive Growth Portfolio 0% 1 60 0 0.52% 0.34%
Average Expense Ratio: 0.22%
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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 6.2% 19.8% 7.2% 9.7% 8.3% 8.9%

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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 6.4% 11.8% 4.8% 8.2% 7.5% 9.1%

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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 7 funds. It covers 1 major asset classes and 4 minor asset classes. The major asset classes it covers are US Equity.


Idaho offers one 529 college savings plan, a traditional 529 savings plan called IDeal – Idaho College Savings Program.  IDeal is a low-cost, easy way to begin saving for college.IDeal is a traditional 529 plan that allows you to invest money today and reap tax benefits when you withdraw it to pay for qualified education expenses, managed by The Vanguard Group.With the custom portfolio option, the assets in your 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.

Vanguard Aggressive Growth Portfolio

Vanguard Growth Portfolio
Vanguard Moderate Growth Portfolio
Vanguard Conservative Growth Portfolio
Vanguard Income Portfolio
Vanguard Money Market Portfolio

Vanguard Guaranteed Option

For further information, please visit the IDeal – Idaho College Savings Program offical website

 



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