MyPlanIQ PreTest 1-day Plan Intuit 401K

PreTest 1-day Plan Intuit 401K

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLAX IGLAX
INTERNATIONAL EQUITY
Foreign Large Value DODFX DODFX
Foreign Large Blend JETIX JETIX
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PCRRX
Others
Long-Short CMNIX CMNIX
ROOT CASH PMIXX
US EQUITY
Mid-Cap Growth BRWIX BRWIX
LARGE GROWTH POGRX POGRX
LARGE VALUE DHLRX DHLRX
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLAX IGLAX
INTERNATIONAL EQUITY
Foreign Large Value DODFX DODFX
Foreign Large Blend JETIX JETIX
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PCRRX
Others
Long-Short CMNIX CMNIX
ROOT CASH PMIXX
US EQUITY
Mid-Cap Growth BRWIX BRWIX
LARGE GROWTH POGRX POGRX
LARGE VALUE DHLRX DHLRX
SMALL VALUE ARIMX ARIMX
LARGE VALUE ICSLX ICSLX
FIXED INCOME
Inflation-Protected Bond VIPSX VIPSX
Intermediate-Term Bond TGLMX TGLMX
Intermediate-Term Bond MWTIX MWTIX
High Yield Bond HYFAX HYFAX
Intermediate-Term Bond JBGIX JBGIX
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
REAL ESTATE
Global Real Estate IGLAX IGLAX 0% 3 60 0 1.26% 20.97%
INTERNATIONAL EQUITY
Foreign Large Value DODFX DODFX 99% 3 60 0 0.52% 2.18%
Foreign Large Blend JETIX JETIX 93% 3 60 0 0.9% 0.17%
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PCRRX 76% 3 60 0 1.14% 1.89%
Others
Long-Short CMNIX CMNIX 72% 3 60 0 1.22% 1.68%
ROOT CASH PMIXX 0% 1 60 0 NA 2.61%
US EQUITY
Mid-Cap Growth BRWIX BRWIX 86% 3 60 0 0.93% 1.15%
LARGE GROWTH POGRX POGRX 82% 3 60 0 0.66% 0.44%
LARGE VALUE DHLRX DHLRX 82% 3 60 0 0.67% 1.45%
SMALL VALUE ARIMX ARIMX 62% 3 60 0 0.98% 0.51%
LARGE VALUE ICSLX ICSLX 0% 3 60 0 0.9% 22.38%
FIXED INCOME
Inflation-Protected Bond VIPSX VIPSX 98% 3 60 0 0.07% 2.87%
Intermediate-Term Bond TGLMX TGLMX 94% 3 60 0 0.7% 6.6%
Intermediate-Term Bond MWTIX MWTIX 90% 3 60 0 0.52% 4.08%
High Yield Bond HYFAX HYFAX 0% 3 60 0 0.9% 4.87%
Intermediate-Term Bond JBGIX JBGIX 0% 3 60 0 0.45% 7.69%
Average Expense Ratio: 0.79%
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Model Portfolios

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 to Create Model Portfolio

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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 16 funds. It covers 5 major asset classes and 12 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Commodity and REITs.

Intuit 401(k) provides low cost 401(k) plans to small businesses. The investment choices are based on model portfolios from Morningstar Investment Services, Inc. Static model portfolios include conservative, Income & Growth, Moderate Growth, Growth and Aggressive Growth. The following is from its web site:

Asset allocation strategy (illustration)


Currently, the following funds are from its conservative model portfolio and other model portfolios.

 



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