MyPlanIQ 401k Investor South Dakota CollegeAccess 529

South Dakota CollegeAccess 529

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge and Cox International Stock Fund
Foreign Large Value ANJIX Allianz NFJ International Value Fund
Foreign Large Blend PNIAX Allianz AGIC International Fund
Others
Natural Resources RGLIX Allianz RCM Global Resources Fund
Moderate Allocation PASDX PIMCO All Asset Fund
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO Real Return Fund
Multisector Bond PDIIX PIMCO Diversified Income Fund
Intermediate-Term Bond PTRAX PIMCO Total Return Fund
US EQUITY
SMALL BLEND RVT Royce Value Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
LARGE VALUE PNEAX Allianz NFJ Dividend Value Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge and Cox International Stock Fund
Foreign Large Value ANJIX Allianz NFJ International Value Fund
Foreign Large Blend PNIAX Allianz AGIC International Fund
Others
Natural Resources RGLIX Allianz RCM Global Resources Fund
Moderate Allocation PASDX PIMCO All Asset Fund
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO Real Return Fund
Multisector Bond PDIIX PIMCO Diversified Income Fund
Intermediate-Term Bond PTRAX PIMCO Total Return Fund
US EQUITY
SMALL BLEND RVT Royce Value Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
LARGE VALUE PNEAX Allianz NFJ Dividend Value Fund
LARGE GROWTH PGWAX Allianz AGIC Growth Fund
LARGE BLEND PTOAX PIMCO Stocks Plus Total Return Fund
LARGE GROWTH MXXIX Marsico 21st Century Fund
LARGE VALUE TESIX Franklin Templeton Mutual Shares Fund
Total Available Funds: 15
  • 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 Value DODFX Dodge and Cox International Stock Fund 99% 1 60 0 0.52% 2.14%
Foreign Large Value ANJIX Allianz NFJ International Value Fund 87% 1 60 0 1.3% 2.02%
Foreign Large Blend PNIAX Allianz AGIC International Fund 0% 1 60 0 0.96% 3.29%
Others
Natural Resources RGLIX Allianz RCM Global Resources Fund 19% 1 60 0 0.75% 3.02%
Moderate Allocation PASDX PIMCO All Asset Fund 0% 1 60 0 1.3% 4.57%
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO Real Return Fund 80% 1 60 0 1.37% 2.8%
Multisector Bond PDIIX PIMCO Diversified Income Fund 76% 1 60 0 1.16% 5.11%
Intermediate-Term Bond PTRAX PIMCO Total Return Fund 66% 1 60 0 0.8% 4.01%
US EQUITY
SMALL BLEND RVT Royce Value Fund 100% 1 60 0 NA 8.44%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund 93% 1 60 0 0.91% 3.62%
LARGE VALUE PNEAX Allianz NFJ Dividend Value Fund 92% 1 60 0 1.72% 1.48%
LARGE GROWTH PGWAX Allianz AGIC Growth Fund 55% 1 60 0 0.71% 4.65%
LARGE BLEND PTOAX PIMCO Stocks Plus Total Return Fund 48% 1 60 0 0.65% 3.68%
LARGE GROWTH MXXIX Marsico 21st Century Fund 44% 1 60 0 1.12% 5.25%
LARGE VALUE TESIX Franklin Templeton Mutual Shares Fund 43% 1 60 0 1.25% 8.52%
Average Expense Ratio: 1.04%
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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 -2.4% -0.7% 0.7% 5.0% 4.2% 6.8%

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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 6.5% 9.0% 6.1% 5.2% 4.2% 5.8%

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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 0.7% 10.9% 2.4% 3.4% 9.0% 7.5%

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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 15 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

The South Dakota CollegeAccess 529 is 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 provided by various of investment companies.This plan provides three ways to invest: Age-Based Investment Portfolios, Customized Investment Portfolios and individual-fund portfolios. With the individual-fund portfolio option, the assets in your Columbia 529 Plan account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. MyPlanIQ.com provides asset allocation strategies for the third-way investors to constructs their own 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan custom portfolios below.  

             Portfolio name  
     Allianz AGIC International Fund
     Allianz NFJ Dividend Value Fund
     Allianz NFJ International Value Fund
     Allianz NFJ Small Cap Value Fund
     Allianz AGIC Growth Fund
     Allianz RCM Global Resources Fund
     Dodge and Cox International Stock Fund
     Franklin Templeton Mutual Shares Fund
     Marsico 21st Century Fund
     PIMCO All Asset Fund
     PIMCO Diversified Income Fund
     PIMCO Real Return Fund
     PIMCO Stocks Plus Total Return Fund
     PIMCO Total Return Fund
     Royce Value Fund
                           
For further information, please visit the South Dakota official website.



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