MyPlanIQ 401k Investor Ohio CollegeAdvantage 529 Savings Plan

Ohio CollegeAdvantage 529 Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend GIEIX GE Institutional International Equity Option
Foreign Large Blend VDMIX Vanguard Developed Markets International Stock Index Option
Others
ROOT CASH Vanguard Prime Money Maket Opnion
ROOT CASH Bank Options (PDF)
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Option
LARGE BLEND VASGX Vanguard Aggressive Growth Index Portfolio
LARGE BLEND VFIAX Vanguard 500 Index Option
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Bond Option
High Yield Muni PHMIX PIMCO High Yield Option
Intermediate-Term Bond PTRAX PIMCO Total Return Option
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend GIEIX GE Institutional International Equity Option
Foreign Large Blend VDMIX Vanguard Developed Markets International Stock Index Option
Others
ROOT CASH Vanguard Prime Money Maket Opnion
ROOT CASH Bank Options (PDF)
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Option
LARGE BLEND VASGX Vanguard Aggressive Growth Index Portfolio
LARGE BLEND VFIAX Vanguard 500 Index Option
MID-CAP BLEND VIEIX Vanguard Extended Market Index Option
SMALL BLEND OPMSX Oppenheimer Main Street Small Cap Option
LARGE GROWTH VMRAX Vanguard Morgan Growth Option
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Bond Option
High Yield Muni PHMIX PIMCO High Yield Option
Intermediate-Term Bond PTRAX PIMCO Total Return Option
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 Large Blend GIEIX GE Institutional International Equity Option 0% 1 60 0 0.56% 1.5%
Foreign Large Blend VDMIX Vanguard Developed Markets International Stock Index Option 0% 1 60 0 0.2% 2.88%
Others
ROOT CASH Vanguard Prime Money Maket Opnion 0% 1 60 0 NA 5.5%
ROOT CASH Bank Options (PDF) 0% 1 60 0 NA 5.5%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Option 99% 1 60 0 0.26% 1.59%
LARGE BLEND VASGX Vanguard Aggressive Growth Index Portfolio 89% 1 60 0 0.14% 0.99%
LARGE BLEND VFIAX Vanguard 500 Index Option 78% 1 60 0 0.14% 1.06%
MID-CAP BLEND VIEIX Vanguard Extended Market Index Option 75% 1 60 0 0.06% 0.62%
SMALL BLEND OPMSX Oppenheimer Main Street Small Cap Option 43% 1 60 0 1.32% 0.27%
LARGE GROWTH VMRAX Vanguard Morgan Growth Option 0% 1 60 0 0.3% 0%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Bond Option 98% 1 60 0 0.07% 3.88%
High Yield Muni PHMIX PIMCO High Yield Option 70% 1 60 0 0.72% 3.06%
Intermediate-Term Bond PTRAX PIMCO Total Return Option 66% 1 60 0 0.8% 2.62%
Average Expense Ratio: 0.42%
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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 1.1% 2.1% 1.0% 5.1% 4.5% 5.9%

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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 for Portfolio Details or Follow 3.8% 4.6% 4.0% 7.8% 4.8% 6.4%

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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 -0.4% 2.7% 5.0% 8.0% 7.1% 8.3%

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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 for Portfolio Details or Follow 1.6% 8.1% 6.7% 8.1% 7.9% 8.8%

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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 14 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Ohio CollegeAdvantage 529 Savings Plan is a traditional 529 plan that allows you to invest money today and reap tax benefits when you withdraw it to pay for qualified education expenses. It is supported by Fifth Third Bank, Putnam Investments, PIMCO, OppenheimerFunds, GE Asset Management, and The Vanguard Group®. It provided us with three kinds of investment options, including: Age-Based Options Blanced Options and Individual investment options. MyPlanIQ.com provides asset allocation strategies for the investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan-providing portfolios below.
A.Bank Options      
B.Capital Preservation and Fixed-Income Options
1. Vanguard Prime Money Market Option
2. Vanguard Inflation-Protected Bond Option
3. Vanguard Income Portfolio
4. PIMCO Total Return Option
5. PIMCO High Yield Trust Option
C.Equity Options
1.Vanguard Aggressive Growth Index Portfolio
2.Vanguard 500 Index Option
3.Vanguard Morgan Growth Option
4.Vanguard Extended Market Index Option
5.Oppenheimer Main Street Small Cap Option
6.Vanguard Developed Markets International Stock Index Option
7.GE Institutional International Equity Option
8.Vanguard Windsor II Option
For more information, please visit the Official Website and the plan



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