MyPlanIQ 401k Investor Ohio Putnam CollegeAdvantage Plan

Ohio Putnam CollegeAdvantage Plan

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend POVSX Putnam International Equity Option
Others
ROOT CASH Putnam Money Market Option,
FIXED INCOME
Multisector Bond PDVYX Putnam Income Option,
High Yield Bond PHYYX Putnam High Yield Trust Option,
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Option
SMALL BLEND FSCIX Fidelity Advisor Small Cap Option
MID-CAP BLEND FLVCX Fidelity Advisor Leveraged Company Stock Fund Option
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend POVSX Putnam International Equity Option
Others
ROOT CASH Putnam Money Market Option,
FIXED INCOME
Multisector Bond PDVYX Putnam Income Option,
High Yield Bond PHYYX Putnam High Yield Trust Option,
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Option
SMALL BLEND FSCIX Fidelity Advisor Small Cap Option
MID-CAP BLEND FLVCX Fidelity Advisor Leveraged Company Stock Fund Option
LARGE VALUE PEYAX Putnam Equity Income Option
Mid-Cap Growth MXMGX Maxim T. Rowe Price Mid-Cap Growth Option
LARGE VALUE MXLSX Maxim Loomis Sayles Small Cap Value Option
SMALL BLEND PYCOX Putnam International Capital Opportunities Option
LARGE BLEND FUSVX Fidelity Spartan 500 Index Option
LARGE GROWTH PVOYX Putnam Voyager 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 POVSX Putnam International Equity Option 37% 1 60 0 1.25% 0%
Others
ROOT CASH Putnam Money Market Option, 0% 1 60 0 NA 4.14%
FIXED INCOME
Multisector Bond PDVYX Putnam Income Option, 80% 1 60 0 1.29% 6.81%
High Yield Bond PHYYX Putnam High Yield Trust Option, 0% 1 60 0 0.75% 0%
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Option 92% 1 60 0 1.75% 8.07%
SMALL BLEND FSCIX Fidelity Advisor Small Cap Option 91% 1 60 0 2.15% 4.01%
MID-CAP BLEND FLVCX Fidelity Advisor Leveraged Company Stock Fund Option 84% 1 60 0 0.74% 8.83%
LARGE VALUE PEYAX Putnam Equity Income Option 59% 1 60 0 1.14% 5.27%
Mid-Cap Growth MXMGX Maxim T. Rowe Price Mid-Cap Growth Option 24% 1 60 0 1.02% 1.63%
LARGE VALUE MXLSX Maxim Loomis Sayles Small Cap Value Option 20% 1 60 0 1.09% 1.87%
SMALL BLEND PYCOX Putnam International Capital Opportunities Option 0% 1 60 0 1.03% 21.92%
LARGE BLEND FUSVX Fidelity Spartan 500 Index Option 0% 1 60 0 0.04% 1.84%
LARGE GROWTH PVOYX Putnam Voyager Option 0% 1 60 0 1.17% 0%
Average Expense Ratio: 1.12%
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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 -3.3% -6.4% 2.0% 1.4% 6.5% 5.1%

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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
The plan consists of 13 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

The Ohio Putnam CollegeAdvantage Plan is provided by Putnam Investments. The Ohio Putnam CollegeAdvantage plan provides three ways to invest: Age-based Portfolios, Goal-Based Portfolios and Individual fund portfolios. MyPlanIQ.com provides asset allocation strategies for the third-way investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan custom portfolios below.  

Equity

    * U.S. large-cap equity value: Putnam Equity Income Option
    * U.S. large-cap equity growth: Putnam Voyager Option
    * U.S. large-cap equity blend: Fidelity Spartan 500 Index Option
    * Diversified large-cap equity blend: Davis New York Venture Option
    * U.S. small-cap equity value: Maxim Loomis Sayles Small Cap Value Option
    * U.S. small-cap equity growth: Fidelity Advisor Small Cap Option
    * U.S. mid-cap equity growth: Maxim T. Rowe Price Mid-Cap Growth Option
    * Diversified small-/mid-cap equity: Fidelity Advisor Leveraged Company Stock Fund Option
    * International large-cap equity blend: Putnam International Equity Option
    * International small-cap equity blend: Putnam International Capital Opportunities Option

Fixed Income

    * Investment-grade bond: Putnam Income Option
    * High-yield bond: Putnam High Yield Trust Option

Cash

    * Capital Preservation: Putnam Money Market Option
For further information, please visit the Ohio official website.



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