MyPlanIQ 401k Investor Carver Federal Savings Bank 401(k) Savings Plan

Carver Federal Savings Bank 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas GD CL R
WORLD STOCK OPGIX Oppenheimer Global Opport,N
WORLD STOCK AGVIX Alliance Bernstein,INT VAL R
Others
World Allocation CAIBX American Capital INCM BLD R2
Moderate Allocation CABNX Alliance Bernstein BAL SHR R
Target Date 2021-2025 LTJIX Alliance Bernstein 2025 RET STR
FIXED INCOME
High Yield Bond DHOAX Delaware High Yield OPP CL R
Intermediate Government BGIBX Blackrock Government
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs MID CAP VAL SER
LARGE VALUE EILVX Eaton Vance LRG CAP VAL R
LARGE VALUE MRDVX Blackrock EQ Dividend R
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas GD CL R
WORLD STOCK OPGIX Oppenheimer Global Opport,N
WORLD STOCK AGVIX Alliance Bernstein,INT VAL R
Others
World Allocation CAIBX American Capital INCM BLD R2
Moderate Allocation CABNX Alliance Bernstein BAL SHR R
Target Date 2021-2025 LTJIX Alliance Bernstein 2025 RET STR
Target Date 2031-2035 LTLIX Alliance Bernstein 2035 RET STR
Target Date 2011-2015 LTEKX Alliance Bernstein 2015 RETIRMN
ROOT CASH ML Retirement Preservation Trust
FIXED INCOME
High Yield Bond DHOAX Delaware High Yield OPP CL R
Intermediate Government BGIBX Blackrock Government
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs MID CAP VAL SER
LARGE VALUE EILVX Eaton Vance LRG CAP VAL R
LARGE VALUE MRDVX Blackrock EQ Dividend R
MID-CAP BLEND VSPIX Victory Special Value FD CL R
SMALL BLEND OPMSX Oppenheimer Main Strt,SML CP FD CL N
LARGE GROWTH AGTHX American Growth Fund of Amer
Total Available Funds: 17
  • 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 Growth JAOSX Janus Overseas GD CL R 95% 3 60 0 2.06% 2.7%
WORLD STOCK OPGIX Oppenheimer Global Opport,N 66% 3 60 0 1.11% 0%
WORLD STOCK AGVIX Alliance Bernstein,INT VAL R 0% 3 60 0 1.25% 0%
Others
World Allocation CAIBX American Capital INCM BLD R2 62% 3 60 0 0.26% 2%
Moderate Allocation CABNX Alliance Bernstein BAL SHR R 53% 3 60 0 1.05% 1.41%
Target Date 2021-2025 LTJIX Alliance Bernstein 2025 RET STR 0% 3 60 0 0.69% 0%
Target Date 2031-2035 LTLIX Alliance Bernstein 2035 RET STR 0% 3 60 0 0.71% 0%
Target Date 2011-2015 LTEKX Alliance Bernstein 2015 RETIRMN 0% 3 60 0 0.93% 2.16%
ROOT CASH ML Retirement Preservation Trust 0% 3 60 0 NA 4.14%
FIXED INCOME
High Yield Bond DHOAX Delaware High Yield OPP CL R 56% 3 60 0 1.13% 6.3%
Intermediate Government BGIBX Blackrock Government 0% 3 60 0 NA 0%
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs MID CAP VAL SER 93% 3 60 0 1.18% 0.54%
LARGE VALUE EILVX Eaton Vance LRG CAP VAL R 90% 3 60 0 0.77% 1.16%
LARGE VALUE MRDVX Blackrock EQ Dividend R 56% 3 60 0 1% 6.54%
MID-CAP BLEND VSPIX Victory Special Value FD CL R 54% 3 60 0 1.15% 9.5%
SMALL BLEND OPMSX Oppenheimer Main Strt,SML CP FD CL N 43% 3 60 0 1.32% 0%
LARGE GROWTH AGTHX American Growth Fund of Amer 41% 3 60 0 0.3% 0%
Average Expense Ratio: 0.99%
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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 5.6% 12.4% 3.4% 6.6% 6.3% 7.7%

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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 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(Ticker:CARV)
The plan consists of 17 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.
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