MyPlanIQ BURNS

BURNS

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX PRIDX
Foreign Large Blend UMBWX UMBWX
Others
Conservative Allocation VWIAX VWIAX
US EQUITY
LARGE BLEND VFINX BlackRock Equity Index H
MID-CAP VALUE GSMCX GSMCX
LARGE VALUE VWNAX VWNAX
FIXED INCOME
Intermediate-Term Bond VBMFX BlackRock US Debt K
High Yield Bond NHINX NHINX
SHORT GOVERNMENT TSPGFUND Wells Fargo Stable Return Fund
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX PRIDX
Foreign Large Blend UMBWX UMBWX
Others
Conservative Allocation VWIAX VWIAX
US EQUITY
LARGE BLEND VFINX BlackRock Equity Index H
MID-CAP VALUE GSMCX GSMCX
LARGE VALUE VWNAX VWNAX
Mid-Cap Growth MPEGX MPEGX
Small Growth WAAEX WAAEX
SMALL VALUE VSOIX VSOIX
LARGE GROWTH RGAEX RGAEX
FIXED INCOME
Intermediate-Term Bond VBMFX BlackRock US Debt K
High Yield Bond NHINX NHINX
SHORT GOVERNMENT TSPGFUND Wells Fargo Stable Return Fund
Total Available Funds: 13
  • 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 SMALL/MID GROWTH PRIDX PRIDX 88% 3 60 0 1.23% 2.11%
Foreign Large Blend UMBWX UMBWX 0% 3 60 0 0.95% 44.02%
Others
Conservative Allocation VWIAX VWIAX 91% 3 60 0 0.16% 4.93%
US EQUITY
LARGE BLEND VFINX BlackRock Equity Index H 98% 3 60 0 0.14% 1.57%
MID-CAP VALUE GSMCX GSMCX 83% 3 60 0 1.18% 5.26%
LARGE VALUE VWNAX VWNAX 81% 3 60 0 0.26% 10.52%
Mid-Cap Growth MPEGX MPEGX 80% 3 60 0 0.74% 0%
Small Growth WAAEX WAAEX 76% 3 60 0 1.06% 0%
SMALL VALUE VSOIX VSOIX 65% 3 60 0 0.85% 7.02%
LARGE GROWTH RGAEX RGAEX 39% 3 60 0 0.3% 8.46%
FIXED INCOME
Intermediate-Term Bond VBMFX BlackRock US Debt K 100% 3 60 0 0.15% 3.19%
High Yield Bond NHINX NHINX 67% 3 60 0 0.61% 6.91%
SHORT GOVERNMENT TSPGFUND Wells Fargo Stable Return Fund 20% 1 60 0 NA 28.94%
Average Expense Ratio: 0.64%
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Model Portfolios

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 13 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

This plan was created based a client's request. Notice that there are three collective trusts in the plan:

Wells Fargo Stable Return Fund  -- Proxy Fund: TSPGFund (a special fund created by MyPlanIQ to represent GFund in Thrift Savings Plan (TSP))

BlackRock US Debt K – Proxy fund: Vanguard Total Bond Index VBMFX

BlackRock Equity Index H – Proxy fund: Vanguard 500: VFINX

 



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