MyPlanIQ
401k Investor
GUARDIAN ANESTHESIA, INC. 401(K) PROFIT SHARING PLAN
Investment Options
Total Available Funds: | 23 |
Asset Class | Ticker | Description | Rating | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||||||
|
|||||||||||||||||||
|
|||||||||||||||||||
|
|||||||||||||||||||
|
Total Available Funds: | 23 |
Asset Class | Ticker | Description | Rating | ||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Total Available Funds: | 23 |
- 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Average Expense Ratio: 0.76%
* If you find the above investment options have changed, please
email us the latest change or directly
Modify Investment Options
after you login
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 | 0.7% | 8.7% | 2.2% | 8.0% | 5.6% | 7.7% | |
Sign up or Login first to get rebalance emails for this portfolio |
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 | |||||||
Sign up or Login and subscribe to get rebalance emails for this portfolio |
* 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.
** 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 23 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.
This plan was created based on a user's request. Growth |
||
Growth investments seek long-term growth of capital. | ||
Fund name | Ticker symbol | Prospectus |
American Funds AMCAP Fund R4 | RAFEX | Prospectus |
American Funds EuroPacific Growth Fd R4 | REREX | Prospectus |
American Funds Growth Fund of America R4 | RGAEX | Prospectus |
American Funds New Perspective Fund R4 | RNPEX | Prospectus |
American Funds New World Fund R4 | RNWEX | Prospectus |
Federated Kaufmann Fund A | KAUAX | Prospectus |
INVESCO Structured Core A | SCAUX | Prospectus |
Oppenheimer Main Street Small Cap Fund A | OPMSX | Prospectus |
Victory Established Value A | VETAX | Prospectus |
Growth-and-income | ||
Growth-and-income investments strive for growth of capital and income. | ||
Fund name | Ticker symbol | Prospectus |
American Funds Invest Co of America R4 | RICEX | Prospectus |
Balanced | ||
Balanced investments seek conservation of capital, current income and long-term growth of capital and income by investing in stocks, bonds and other fixed-income securities. | ||
Fund name | Ticker symbol | Prospectus |
American Funds American Balanced Fund R4 | RLBEX | Prospectus |
Bond | ||
Bond investments seek a high level of current income, with capital appreciation as a secondary goal. | ||
Fund name | Ticker symbol | Prospectus |
American Funds Bond Fund of America R4 | RBFEX | Prospectus |
Cash-equivalent | ||
Cash-equivalent investments seek to provide income on cash reserves, while preserving capital and maintaining liquidity, through high-quality money market instruments. | ||
Fund name | Ticker symbol | Prospectus |
INVESCO Stable Value Fund | Prospectus |
Target Date | ||
Fund name | Ticker symbol | Prospectus |
American Funds 2010 Target Date Fund R4 | RDATX | Prospectus |
American Funds 2015 Target Date Fund R4 | RDBTX | Prospectus |
American Funds 2020 Target Date Fund R4 | RDCTX | Prospectus |
American Funds 2025 Target Date Fund R4 | RDDTX | Prospectus |
American Funds 2030 Target Date Fund R4 | RDETX | Prospectus |
American Funds 2035 Target Date Fund R4 | RDFTX | Prospectus |
American Funds 2040 Target Date Fund R4 | RDGTX | Prospectus |
American Funds 2045 Target Date Fund R4 | RDHTX | Prospectus |
American Funds 2050 Target Date Fund R4 | RDITX | Prospectus |
American Funds 2055 Target Date Fund R4 | RDJTX | Prospectus |