MyPlanIQ 401k Investor The Rhode Island AllianceBernstein Vanguard CollegeBoundfund 529 Plans

The Rhode Island AllianceBernstein Vanguard CollegeBoundfund 529 Plans

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK AGTIX AllianceBernstein Global Thematic Growth Portfolio
Foreign Large Value AIVIX AllianceBernstein International Value Fund
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Stock Market Index Portfolio
Intermediate-Term Bond SNIDX AllianceBernstein Intermediate Bond Portfolio
US EQUITY
LARGE GROWTH ALLIX AllianceBernstein Large-Cap Growth Fund
Small Growth QUAIX AllianceBernstein Small Cap Growth Portfolio
LARGE VALUE CBBIX AllianceBernstein Growth & Income Fund
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK AGTIX AllianceBernstein Global Thematic Growth Portfolio
Foreign Large Value AIVIX AllianceBernstein International Value Fund
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Stock Market Index Portfolio
Intermediate-Term Bond SNIDX AllianceBernstein Intermediate Bond Portfolio
US EQUITY
LARGE GROWTH ALLIX AllianceBernstein Large-Cap Growth Fund
Small Growth QUAIX AllianceBernstein Small Cap Growth Portfolio
LARGE VALUE CBBIX AllianceBernstein Growth & Income Fund
MID-CAP VALUE ABYSX AllianceBernstein Small/Mid Cap Value Fund
Mid-Cap Growth CHCIX AllianceBernstein Small/Mid-Cap Growth Portfolio
LARGE VALUE ABVIX AllianceBernstein Value Fund
Total Available Funds: 10
  • 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
WORLD STOCK AGTIX AllianceBernstein Global Thematic Growth Portfolio 89% 1 60 0 0.77% 0.25%
Foreign Large Value AIVIX AllianceBernstein International Value Fund 70% 1 60 0 1.25% 1.46%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Stock Market Index Portfolio 94% 1 60 0 0.15% 3.27%
Intermediate-Term Bond SNIDX AllianceBernstein Intermediate Bond Portfolio 82% 1 60 0 0.56% 3.68%
US EQUITY
LARGE GROWTH ALLIX AllianceBernstein Large-Cap Growth Fund 93% 1 60 0 0.95% 1.67%
Small Growth QUAIX AllianceBernstein Small Cap Growth Portfolio 88% 1 60 0 1.15% 0%
LARGE VALUE CBBIX AllianceBernstein Growth & Income Fund 87% 1 60 0 0.9% 1.42%
MID-CAP VALUE ABYSX AllianceBernstein Small/Mid Cap Value Fund 86% 1 60 0 1.08% 0.66%
Mid-Cap Growth CHCIX AllianceBernstein Small/Mid-Cap Growth Portfolio 72% 1 60 0 0.68% 0%
LARGE VALUE ABVIX AllianceBernstein Value Fund 71% 1 60 0 1.11% 5.08%
Average Expense Ratio: 0.86%
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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 1.1% 6.1% 1.7% 8.7% 7.6% 9.3%

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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 10 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

The Rhode Island AllianceBernstein Vanguard  CollegeBoundfund 529 Plans  is provided by AllianceBernstein and Vanguard Groups. This plan provides four ways to invest: Education Strategies Age-based Portfolios, Education Strategies Fixed Allocation Portfolios, Stable Value portfolios and Individual Fund Portfolios. With the Individual Fund portfolio option, the assets in your Rhode Island AllianceBernstein Vanguard  529 Plans  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 forth-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.  

                           AllianceBernstein Growth Funds
   AllianceBernstein Large-Cap Growth Fund
   AllianceBernstein Small/Mid-Cap Growth Portfolio (formerly Mid-Cap Growth Portfolio)
   AllianceBernstein Small Cap Growth Portfolio
   AllianceBernstein Global Thematic Growth Portfolio(formerly Global Technology Portfolio)
                         AllianceBernstein Value Funds
   AllianceBernstein Growth & Income Fund
   AllianceBernstein Value Fund
   AllianceBernstein International Value Fund
   AllianceBernstein Small/Mid Cap Value Fund
                        AllianceBernstein Fixed Income Fund
   AllianceBernstein Intermediate Bond Portfolio (formerly Quality Bond Portfolio)
   AllianceBernstein Index Fund
                  Vanguard Total Stock Market Index Portfolio
  (available only to Rhode Island Accounts purchasing directly from the ProgramEquity

For further information, please visit the official website.



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