MyPlanIQ 401k Investor Post Properties, Inc. 401(k) Plan

Post Properties, Inc. 401(k) Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX AIM Real Estate Fund
INTERNATIONAL EQUITY
WORLD STOCK CWGIX American Funds Capital World Growth Income Fund
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund
Others
Moderate Allocation CTFDX Columbia Acorn Fund
Target Date 2026-2030 STLDX Black Rock LifePath 2030 Fund.
Retirement Income STLAX Black Rock LifePath rtmt Fund.
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Admin Fund
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Fund.
LARGE VALUE GSLAX Goldman Sachs Large Cap Value Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX AIM Real Estate Fund
INTERNATIONAL EQUITY
WORLD STOCK CWGIX American Funds Capital World Growth Income Fund
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund
Others
Moderate Allocation CTFDX Columbia Acorn Fund
Target Date 2026-2030 STLDX Black Rock LifePath 2030 Fund.
Retirement Income STLAX Black Rock LifePath rtmt Fund.
Target Date 2036-2040 STLEX Black Rock LifePath 2040 Fund.
Moderate Allocation MTRIX MFS Total Return Fund
Target Date 2050+ STLFX Black Rock LifePath 2050 Fund.
ROOT CASH Vanguard Treasury Money Mkt Fund
Target Date 2016-2020 STLCX Black Rock LifePath 2020 Fund.
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Admin Fund
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Fund.
LARGE VALUE GSLAX Goldman Sachs Large Cap Value Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund
LARGE GROWTH AGTHX American Funds Growth Fund of Amer Fund
Mid-Cap Growth FRSLX First American Mid Cap Growth Opportunities Fund
LARGE GROWTH VIDSX Victory Diversified Stock Fund
Total Available Funds: 19
  • 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
REAL ESTATE
REAL ESTATE IARIX AIM Real Estate Fund 78% 3 60 0 1.24% 2.47%
INTERNATIONAL EQUITY
WORLD STOCK CWGIX American Funds Capital World Growth Income Fund 65% 3 60 0 0.53% 3.47%
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund 57% 3 60 0 0.9% 3.64%
Others
Moderate Allocation CTFDX Columbia Acorn Fund 97% 3 60 0 0.85% 1.74%
Target Date 2026-2030 STLDX Black Rock LifePath 2030 Fund. 94% 3 60 0 0.34% 3.1%
Retirement Income STLAX Black Rock LifePath rtmt Fund. 92% 3 60 0 0.84% 3.62%
Target Date 2036-2040 STLEX Black Rock LifePath 2040 Fund. 92% 3 60 0 1.04% 3.18%
Moderate Allocation MTRIX MFS Total Return Fund 83% 3 60 0 0.39% 2.76%
Target Date 2050+ STLFX Black Rock LifePath 2050 Fund. 81% 3 60 0 0.34% 1.14%
ROOT CASH Vanguard Treasury Money Mkt Fund 0% 1 60 0 NA 4.14%
Target Date 2016-2020 STLCX Black Rock LifePath 2020 Fund. 0% 3 60 0 0.67% 1.74%
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Admin Fund 66% 3 60 0 0.8% 4.94%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund 98% 3 60 0 0.14% 1.27%
SMALL VALUE PSVIX Allianz NFJ Small Cap Fund. 93% 3 60 0 0.91% 1.89%
LARGE VALUE GSLAX Goldman Sachs Large Cap Value Fund 93% 3 60 0 1.29% 4.94%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund 82% 3 60 0 1.18% 0.85%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer Fund 41% 3 60 0 0.3% 0%
Mid-Cap Growth FRSLX First American Mid Cap Growth Opportunities Fund 39% 3 60 0 0.92% 0%
LARGE GROWTH VIDSX Victory Diversified Stock Fund 0% 3 60 0 0.61% 42.6%
Average Expense Ratio: 0.74%
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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 0.0% 10.0% 1.6% 5.4% 4.6% 7.2%

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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:PPS)
The plan consists of 19 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.
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