MyPlanIQ 401k Investor Access National Corporation 401(k) Profit Sharing Plan

Access National Corporation 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Cap World Growth & Income R5
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund
Retirement Income TRRIX T Rowe Price Retirement Funds
Moderate Allocation RIDFX American Funds Income Fund of America R5
FIXED INCOME
Short-Term Bond VBISX Vanguard Short Term Bond Index Fund
SHORT GOVERNMENT VSGBX Vanguard Short Term Federal Fund
High Yield Bond TAHYX Pioneer High Yield Fund A
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth
Mid-Cap Growth VMGIX Vanguard Mid-Cap Index Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Cap World Growth & Income R5
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund
Retirement Income TRRIX T Rowe Price Retirement Funds
Moderate Allocation RIDFX American Funds Income Fund of America R5
ROOT CASH Vanguard Prime Money Market Fund Investor Class
FIXED INCOME
Short-Term Bond VBISX Vanguard Short Term Bond Index Fund
SHORT GOVERNMENT VSGBX Vanguard Short Term Federal Fund
High Yield Bond TAHYX Pioneer High Yield Fund A
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth
Mid-Cap Growth VMGIX Vanguard Mid-Cap Index Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE VALUE PRFDX T Rowe Price Equity Income
SMALL BLEND RSEIX Royce Special Equity Fund
LARGE VALUE RWMFX American Funds Wash Mutual Invest R5
SMALL BLEND FSLCX Fidelity Commonwealth Tr Small Cap Stock
MID-CAP VALUE TRMCX T Rowe Price Mid Cap Value
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America R5
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
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Cap World Growth & Income R5 92% 3 60 0 0.75% 1.99%
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund 93% 3 60 0 0.42% 2.56%
Retirement Income TRRIX T Rowe Price Retirement Funds 91% 3 60 0 0.34% 2.96%
Moderate Allocation RIDFX American Funds Income Fund of America R5 87% 3 60 0 0.58% 3.88%
ROOT CASH Vanguard Prime Money Market Fund Investor Class 0% 1 60 0 NA 4.14%
FIXED INCOME
Short-Term Bond VBISX Vanguard Short Term Bond Index Fund 100% 3 60 0 0.07% 2.54%
SHORT GOVERNMENT VSGBX Vanguard Short Term Federal Fund 95% 3 60 0 0.1% 3.28%
High Yield Bond TAHYX Pioneer High Yield Fund A 95% 3 60 0 1.61% 6.02%
Intermediate-Term Bond DODIX Dodge & Cox Income Fund 87% 3 60 0 0.33% 3.91%
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index 100% 3 60 0 0.07% 0.54%
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth 100% 3 60 0 1.23% 0%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Index Fund 98% 3 60 0 0.19% 0.58%
LARGE BLEND VFINX Vanguard 500 Index Fund 98% 3 60 0 0.14% 1.27%
LARGE VALUE PRFDX T Rowe Price Equity Income 97% 3 60 0 1.23% 1.94%
SMALL BLEND RSEIX Royce Special Equity Fund 95% 3 60 0 2.24% 0%
LARGE VALUE RWMFX American Funds Wash Mutual Invest R5 84% 3 60 0 0.26% 3.64%
SMALL BLEND FSLCX Fidelity Commonwealth Tr Small Cap Stock 82% 3 60 0 0.67% 0.02%
MID-CAP VALUE TRMCX T Rowe Price Mid Cap Value 81% 3 60 0 0.83% 7.78%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund 77% 3 60 0 0.75% 0.87%
LARGE GROWTH RGAFX American Funds Growth Fund of America R5 75% 3 60 0 0.63% 0.75%
Average Expense Ratio: 0.65%
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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 4.4% 17.1% 4.4% 7.9% 6.3% 8.2%

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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:ANCX)
The plan consists of 20 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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