MyPlanIQ 401k Investor Texas College Savings Plan

Texas College Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 3
Asset Class Ticker Description Rating
Others
ROOT CASH Oppenheimer Institutional Money Market Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Bond Fund
Intermediate-Term Bond DBIRX Dreyfus Bond Market Index Fund
Total Available Funds: 3
Asset Class Ticker Description Rating
Others
ROOT CASH Oppenheimer Institutional Money Market Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Bond Fund
Intermediate-Term Bond DBIRX Dreyfus Bond Market Index Fund
Total Available Funds: 3
  • 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
ROOT CASH Oppenheimer Institutional Money Market Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Bond Fund 98% 1 60 0 0.07% 4.24%
Intermediate-Term Bond DBIRX Dreyfus Bond Market Index Fund 95% 1 60 0 0.4% 3.44%
Average Expense Ratio: 0.24%
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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 -0.3% 2.5% 0.9% 2.7% 1.7% 1.9%

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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 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 3 funds. It covers 1 major asset classes and 2 minor asset classes. The major asset classes it covers are Fixed Income.

Texas College Savings Plan , is one of four 529 plans offered by the state of Texas . This plan of Texas provides three types of investment solution: Age-based Portfolios, Static Portfolios and Individual Portfolios. With the individual portfolio option, the assets in your Texas College Savings 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 second-type investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan single-fund portfolios below.

Fixed Income Portfolio (100% Dreyfus Bond Market Index Fund)
Inflation-Protected Bond Portfolio (100% Vanguard Inflation-Protected Bond Fund)
Money Market Portfolio (100% Oppenheimer Institutional Money Market Fund)

 

For further information, please visit the Texas official website.



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