MyPlanIQ 401k Investor Alberto Culver 401(k) and Profit Sharing Plan

Alberto Culver 401(k) and Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045
Retirement Income VTINX Vanguard Target rtmt Income
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
US EQUITY
LARGE VALUE DODGX Dodge Cox Stock Fund
Small Growth JISGX JPMorgan Small Cap Growth Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045
Retirement Income VTINX Vanguard Target rtmt Income
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035
Moderate Allocation VWELX Vanguard Wellington Fund
Target Date 2050+ VFIFX Vanguard Target rtmt 2050
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
US EQUITY
LARGE VALUE DODGX Dodge Cox Stock Fund
Small Growth JISGX JPMorgan Small Cap Growth Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Fund
Mid-Cap Growth MACGX Morgan Stanley Mid Cap Growth Fund
LARGE GROWTH VMRAX Vanguard Morgan Growth Fund
Total Available Funds: 22
  • 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
Foreign Large Value DODFX Dodge Cox International Stock Fund 99% 3 60 0 0.52% 2.19%
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund 94% 3 60 0 0.84% 3.63%
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 97% 3 60 0 0.08% 3.84%
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 97% 3 60 0 0.08% 2.16%
Retirement Income VTINX Vanguard Target rtmt Income 97% 3 60 0 0.08% 4.09%
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 96% 3 60 0 0.08% 2.37%
Moderate Allocation VWELX Vanguard Wellington Fund 90% 3 60 0 0.17% 5.79%
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 75% 3 60 0 0.08% 2.09%
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 70% 3 60 0 0.08% 2.27%
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 70% 3 60 0 0.08% 2.5%
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 66% 3 60 0 0.08% 6.08%
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 0% 3 60 0 NA 2.78%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 4.1%
US EQUITY
LARGE VALUE DODGX Dodge Cox Stock Fund 93% 3 60 0 0.52% 5.1%
Small Growth JISGX JPMorgan Small Cap Growth Fund 89% 3 60 0 1.24% 0%
LARGE BLEND VINIX Vanguard Institutional Index Fund 78% 3 60 0 0.02% 2.73%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund 76% 3 60 0 1.13% 1.42%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Fund 75% 3 60 0 0.1% 1.38%
Mid-Cap Growth MACGX Morgan Stanley Mid Cap Growth Fund 61% 3 60 0 1.03% 0%
LARGE GROWTH VMRAX Vanguard Morgan Growth Fund 0% 3 60 0 0.3% 0%
Average Expense Ratio: 0.36%
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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% 14.7% 4.0% 8.1% 6.3% 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(Ticker:ACV)
The plan consists of 22 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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