MyPlanIQ 401k Investor Northwest Retirement Savings Plan

Northwest Retirement Savings Plan Investment Model Portfolios

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Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan Artisan International Fund
Others
Target Date 2021-2025 VTTVX Vanguard Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Vanguard Target rtmt Income
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Vanguard Total Bond Mkt Index Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Retirement T. Rowe Price Retirement Blue Chip Growth
LARGE VALUE VWNFX Vanguard Vanguard Windsor II Fund
LARGE BLEND VFINX Vanguard Vanguard 500 Index Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan Artisan International Fund
Others
Target Date 2021-2025 VTTVX Vanguard Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Vanguard Target rtmt Income
Target Date 2031-2035 VTTHX Vanguard Vanguard Target rtmt 2035 Fund
Target Date 2011-2015 VTXVX Vanguard Vanguard Target rtmt 2015 Fund
Target Date 2000-2010 VTOVX Vanguard Vanguard Target rtmt 2005 Fund
Moderate Allocation VBASX Vanguard Vanguard Balanced Index Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Vanguard Total Bond Mkt Index Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Retirement T. Rowe Price Retirement Blue Chip Growth
LARGE VALUE VWNFX Vanguard Vanguard Windsor II Fund
LARGE BLEND VFINX Vanguard Vanguard 500 Index Fund
Mid-Cap Growth RPMGX T. Rowe Price Retirement T. Rowe Price Retirement Mid-Cap Growth Fund
MID-CAP VALUE VASVX Vanguard Vanguard Selected Value Fund
Small Growth FSSRX Franklin Franklin Small Cap Growth II Fund
MID-CAP VALUE FPPTX FPA Investments FPA Capital Long Term Growth Fund
Total Available Funds: 16
  • 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 Growth ARTIX Artisan Artisan International Fund 92% 3 60 0 0.97% 9.44%
Others
Target Date 2021-2025 VTTVX Vanguard Vanguard Target rtmt 2025 Fund 97% 3 60 0 0.08% 7.33%
Target Date 2041-2045 VTIVX Vanguard Vanguard Target rtmt 2045 Fund 97% 3 60 0 0.08% 2.39%
Retirement Income VTINX Vanguard Vanguard Target rtmt Income 97% 3 60 0 0.08% 5.11%
Target Date 2031-2035 VTTHX Vanguard Vanguard Target rtmt 2035 Fund 96% 3 60 0 0.08% 3.13%
Target Date 2011-2015 VTXVX Vanguard Vanguard Target rtmt 2015 Fund 0% 3 60 0 0.08% 14.93%
Target Date 2000-2010 VTOVX Vanguard Vanguard Target rtmt 2005 Fund 0% 3 60 0 NA 2.94%
Moderate Allocation VBASX Vanguard Vanguard Balanced Index Fund 0% 3 60 0 0.1% 2.02%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Vanguard Total Bond Mkt Index Fund 100% 3 60 0 0.15% 3.74%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Retirement T. Rowe Price Retirement Blue Chip Growth 100% 3 60 0 1.23% 8.87%
LARGE VALUE VWNFX Vanguard Vanguard Windsor II Fund 99% 3 60 0 0.26% 9.91%
LARGE BLEND VFINX Vanguard Vanguard 500 Index Fund 97% 3 60 0 0.14% 1.25%
Mid-Cap Growth RPMGX T. Rowe Price Retirement T. Rowe Price Retirement Mid-Cap Growth Fund 87% 3 60 0 1.29% 9.86%
MID-CAP VALUE VASVX Vanguard Vanguard Selected Value Fund 84% 3 60 0 0.43% 13.27%
Small Growth FSSRX Franklin Franklin Small Cap Growth II Fund 37% 3 60 0 1.78% 0%
MID-CAP VALUE FPPTX FPA Investments FPA Capital Long Term Growth Fund 0% 3 60 0 0.92% 5.28%
Average Expense Ratio: 0.51%
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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 0.6% 8.8% 3.8% 6.0% 5.7% 6.4%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click for Portfolio Details or Follow 0.5% 9.0% 2.5% 4.8% 4.8% 5.8%

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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(Ticker:-)
The plan consists of 16 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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