MyPlanIQ 401k Investor Shawnlee Construction LLC 401(k) Plan

Shawnlee Construction LLC 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American New World Fund,
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fund,
WORLD STOCK RNPFX American New Perspective Fund,
WORLD STOCK RSLFX American Smallcap World Fund,
Others
World Allocation CIRAX American Capital Income Builder,
Moderate Allocation CLBAX American Balanced Fund
ROOT CASH American Money Market Fund,
US EQUITY
LARGE VALUE RWMFX American Washington Mutual Fund,
LARGE GROWTH RNGFX American New Economy Fund,
LARGE GROWTH RGAFX American Growth Fund of America,
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American New World Fund,
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fund,
WORLD STOCK RNPFX American New Perspective Fund,
WORLD STOCK RSLFX American Smallcap World Fund,
Others
World Allocation CIRAX American Capital Income Builder,
Moderate Allocation CLBAX American Balanced Fund
ROOT CASH American Money Market Fund,
US EQUITY
LARGE VALUE RWMFX American Washington Mutual Fund,
LARGE GROWTH RNGFX American New Economy Fund,
LARGE GROWTH RGAFX American Growth Fund of America,
LARGE BLEND ANCFX American Fundamental Investors,
FIXED INCOME
Intermediate-Term Bond CFAAX American Bond Fund of America,
Total Available Funds: 12
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American New World Fund, 94% 3 60 0 1.03% 2.94%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fund, 94% 3 60 0 0.84% 3.91%
WORLD STOCK RNPFX American New Perspective Fund, 91% 3 60 0 1.47% 5.98%
WORLD STOCK RSLFX American Smallcap World Fund, 88% 3 60 0 0.66% 1%
Others
World Allocation CIRAX American Capital Income Builder, 61% 3 60 0 0.26% 3.57%
Moderate Allocation CLBAX American Balanced Fund 42% 3 60 0 0.31% 2.55%
ROOT CASH American Money Market Fund, 0% 1 60 0 NA 2.67%
US EQUITY
LARGE VALUE RWMFX American Washington Mutual Fund, 84% 3 60 0 0.26% 6.92%
LARGE GROWTH RNGFX American New Economy Fund, 81% 3 60 0 0.53% 4.71%
LARGE GROWTH RGAFX American Growth Fund of America, 75% 3 60 0 0.63% 8.75%
LARGE BLEND ANCFX American Fundamental Investors, 53% 3 60 0 0.28% 6.45%
FIXED INCOME
Intermediate-Term Bond CFAAX American Bond Fund of America, 39% 3 60 0 0.33% 3.8%
Average Expense Ratio: 0.6%
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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% 14.4% 4.4% 8.9% 6.8% 8.1%

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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 13 funds. It covers 4 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.
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