MyPlanIQ 401k Investor DIAMOND 401(k) PLAN

DIAMOND 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen Steers Realty Shares
INTERNATIONAL EQUITY
Foreign Large Growth BIGIX William Blair William Blair International Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Vanguard Target rtmt 2025
Target Date 2041-2045 VTIVX Vanguard Vanguard Target rtmt 2045
Target Date 2031-2035 VTTHX Vanguard Vanguard Target rtmt 2035
FIXED INCOME
Intermediate Government SGVDX WF Adv Government Securities
US EQUITY
LARGE BLEND SNXFX Schwab 1000 Index Inv
Small Growth VSEIX JPMorgan Small Cap Equity Sel Fund
MID-CAP BLEND FMIMX FMI Common Stock Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen Steers Realty Shares
INTERNATIONAL EQUITY
Foreign Large Growth BIGIX William Blair William Blair International Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Vanguard Target rtmt 2025
Target Date 2041-2045 VTIVX Vanguard Vanguard Target rtmt 2045
Target Date 2031-2035 VTTHX Vanguard Vanguard Target rtmt 2035
Moderate Allocation ACETX Van Kampen Equity Income CI A Fund
Target Date 2050+ VFIFX Vanguard Vanguard Target rtmt 2050
Target Date 2036-2040 VFORX Vanguard Vanguard Target rtmt 2040
Target Date 2026-2030 VTHRX Vanguard Vanguard Target rtmt 2030
Target Date 2016-2020 VTWNX Vanguard Vanguard Target rtmt 2020
ROOT CASH Charles Schwab Bank rtmt Money Fund
Target Date 2011-2015 VTXVX Vanguard Vanguard Target rtmt 2015
Target Date 2000-2010 VTENX Vanguard Vanguard Target rtmt 2010
FIXED INCOME
Intermediate Government SGVDX WF Adv Government Securities
US EQUITY
LARGE BLEND SNXFX Schwab 1000 Index Inv
Small Growth VSEIX JPMorgan Small Cap Equity Sel Fund
MID-CAP BLEND FMIMX FMI Common Stock Fund
LARGE GROWTH SWLSX The Schwab Instl Large Cap class 1
LARGE GROWTH HRCIX Eagle Capital app Fund
Mid-Cap Growth BARAX Baron Funds Baron Asset Fund
Total Available Funds: 20
  • 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 CSRSX Cohen Steers Realty Shares 76% 3 60 0 0.88% 3.77%
INTERNATIONAL EQUITY
Foreign Large Growth BIGIX William Blair William Blair International Growth Fund 79% 3 60 0 0.99% 3.41%
Others
Target Date 2021-2025 VTTVX Vanguard Vanguard Target rtmt 2025 97% 3 60 0 0.08% 3.84%
Target Date 2041-2045 VTIVX Vanguard Vanguard Target rtmt 2045 97% 3 60 0 0.08% 2.16%
Target Date 2031-2035 VTTHX Vanguard Vanguard Target rtmt 2035 96% 3 60 0 0.08% 2.37%
Moderate Allocation ACETX Van Kampen Equity Income CI A Fund 76% 3 60 0 0.78% 6.86%
Target Date 2050+ VFIFX Vanguard Vanguard Target rtmt 2050 75% 3 60 0 0.08% 2.09%
Target Date 2036-2040 VFORX Vanguard Vanguard Target rtmt 2040 70% 3 60 0 0.08% 2.27%
Target Date 2026-2030 VTHRX Vanguard Vanguard Target rtmt 2030 70% 3 60 0 0.08% 2.5%
Target Date 2016-2020 VTWNX Vanguard Vanguard Target rtmt 2020 66% 3 60 0 0.08% 6.08%
ROOT CASH Charles Schwab Bank rtmt Money Fund 0% 3 60 0 NA 3.73%
Target Date 2011-2015 VTXVX Vanguard Vanguard Target rtmt 2015 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Vanguard Target rtmt 2010 0% 3 60 0 0.17% 0%
FIXED INCOME
Intermediate Government SGVDX WF Adv Government Securities 50% 3 60 0 1.6% 3.58%
US EQUITY
LARGE BLEND SNXFX Schwab 1000 Index Inv 97% 3 60 0 0.05% 1.3%
Small Growth VSEIX JPMorgan Small Cap Equity Sel Fund 94% 3 60 0 1.26% 3.85%
MID-CAP BLEND FMIMX FMI Common Stock Fund 88% 3 60 0 0.88% 2.65%
LARGE GROWTH SWLSX The Schwab Instl Large Cap class 1 84% 3 60 0 0.99% 0.03%
LARGE GROWTH HRCIX Eagle Capital app Fund 66% 3 60 0 0.7% 10.4%
Mid-Cap Growth BARAX Baron Funds Baron Asset Fund 35% 3 60 0 1.33% 3.55%
Average Expense Ratio: 0.54%
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Related Retirement Plans
BLUE DIAMOND 401(K) PLAN
SNYDER DIAMOND 401(K) PLAN
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 1.9% 9.0% 0.2% 5.3% 4.9% 7.0%

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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 20 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity and Fixed Income.


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