MyPlanIQ 401k Investor SBERA 401(k) Plan

SBERA 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emrg Mkts Stk Ind Inv
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard TGT rtmt 2025
Target Date 2041-2045 VTIVX Vanguard TGT rtmt 2045
Retirement Income VTINX Vanguard Target rtmt Inc
FIXED INCOME
Short-Term Bond VBISX Vanguard ST Bond Index Inv
Intermediate Government VFITX Vanguard IT Treasury Inv
SHORT GOVERNMENT VSGBX Vanguard ST Federal Inv
US EQUITY
Small Growth VISGX Vanguard Small-Cap Growth Index
LARGE VALUE VWNFX Vanguard Windsor II Fund Inv
LARGE BLEND VFINX Vanguard 500 Index Inv
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emrg Mkts Stk Ind Inv
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard TGT rtmt 2025
Target Date 2041-2045 VTIVX Vanguard TGT rtmt 2045
Retirement Income VTINX Vanguard Target rtmt Inc
Target Date 2031-2035 VTTHX Vanguard TGT rtmt 2035
Target Date 2050+ VFIFX Vanguard TGT rtmt 2050
Target Date 2036-2040 VFORX Vanguard TGT rtmt 2040
Target Date 2026-2030 VTHRX Vanguard TGT rtmt 2030
Target Date 2016-2020 VTWNX Vanguard TGT rtmt 2020
Target Date 2011-2015 VTXVX Vanguard TGT rtmt 2015
Target Date 2000-2010 VTENX Vanguard TGT rtmt 2010
ROOT CASH Vanguard Prime Money Mkt
FIXED INCOME
Short-Term Bond VBISX Vanguard ST Bond Index Inv
Intermediate Government VFITX Vanguard IT Treasury Inv
SHORT GOVERNMENT VSGBX Vanguard ST Federal Inv
WORLD BOND TGBAX Templeton Global Bond Fund
US EQUITY
Small Growth VISGX Vanguard Small-Cap Growth Index
LARGE VALUE VWNFX Vanguard Windsor II Fund Inv
LARGE BLEND VFINX Vanguard 500 Index Inv
LARGE BLEND VTSMX Vanguard Total Stock Mkt Inv
MID-CAP VALUE VASVX Vanguard Selected Value
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Inv
SMALL BLEND RYLPX Royce Low Priced Stock
Total Available Funds: 25
  • 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 VEIEX Vanguard Emrg Mkts Stk Ind Inv 99% 3 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund 83% 3 60 0 0.45% 1.84%
Others
Target Date 2021-2025 VTTVX Vanguard TGT rtmt 2025 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard TGT rtmt 2045 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target rtmt Inc 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard TGT rtmt 2035 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFIFX Vanguard TGT rtmt 2050 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard TGT rtmt 2040 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard TGT rtmt 2030 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard TGT rtmt 2020 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard TGT rtmt 2015 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard TGT rtmt 2010 0% 3 60 0 0.17% 0%
ROOT CASH Vanguard Prime Money Mkt 0% 1 60 0 NA 4.14%
FIXED INCOME
Short-Term Bond VBISX Vanguard ST Bond Index Inv 100% 3 60 0 0.07% 2.54%
Intermediate Government VFITX Vanguard IT Treasury Inv 97% 3 60 0 0.2% 3.38%
SHORT GOVERNMENT VSGBX Vanguard ST Federal Inv 95% 3 60 0 0.1% 3.28%
WORLD BOND TGBAX Templeton Global Bond Fund 52% 3 60 0 0.64% 4.14%
US EQUITY
Small Growth VISGX Vanguard Small-Cap Growth Index 100% 3 60 0 0.07% 0.54%
LARGE VALUE VWNFX Vanguard Windsor II Fund Inv 99% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Vanguard 500 Index Inv 98% 3 60 0 0.14% 1.27%
LARGE BLEND VTSMX Vanguard Total Stock Mkt Inv 94% 3 60 0 0.03% 1.26%
MID-CAP VALUE VASVX Vanguard Selected Value 85% 3 60 0 0.43% 1.58%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund 72% 3 60 0 0.04% 1.5%
LARGE GROWTH VMRGX Vanguard Morgan Growth Inv 0% 3 60 0 0.42% 0%
SMALL BLEND RYLPX Royce Low Priced Stock 0% 3 60 0 1.51% 6.35%
Average Expense Ratio: 0.22%
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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 4.5% 12.8% 1.2% 7.1% 5.7% 6.8%

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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 27 funds. It covers 4 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity and Foreign Equity.


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