MyPlanIQ 401k Investor Bloomberg LP 401K

Bloomberg LP 401K

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Blend VDMIX Vanguard Developed Markets Index Instl
Others
Moderate Allocation DODBX Dodge & Cox Balanced
ROOT CASH Vanguard Prime Money Market Instl
US EQUITY
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
LARGE GROWTH HACAX Harbor Capital Appreciation Instl
MID-CAP BLEND VMCIX Vanguard Mid Capitalization Index Ins
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
SHORT GOVERNMENT TSPGFUND Galliard Managed Income Fund 25,
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Blend VDMIX Vanguard Developed Markets Index Instl
Others
Moderate Allocation DODBX Dodge & Cox Balanced
ROOT CASH Vanguard Prime Money Market Instl
US EQUITY
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
LARGE GROWTH HACAX Harbor Capital Appreciation Instl
MID-CAP BLEND VMCIX Vanguard Mid Capitalization Index Ins
LARGE BLEND VIIIX Vanguard Institutional Index Instl
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL BLEND RTRIX Royce Fund Total Return/Instl
LARGE VALUE VWNDX Vanguard Explorer/Admrl
LARGE VALUE SWDSX Schwab Institutional Large Cap Value Retirement,
LARGE BLEND LMVTX Legg Mason Cap Mgmt Value I
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
SHORT GOVERNMENT TSPGFUND Galliard Managed Income Fund 25,
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
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl 28% 3 60 0 0.78% 0%
Foreign Large Blend VDMIX Vanguard Developed Markets Index Instl 0% 3 60 0 0.2% 0%
Others
Moderate Allocation DODBX Dodge & Cox Balanced 44% 3 60 0 0.53% 3.57%
ROOT CASH Vanguard Prime Money Market Instl 0% 3 60 0 NA 1.27%
US EQUITY
SMALL BLEND VSCIX Vanguard Small Cap Index Instl 94% 3 60 0 0.14% 1.53%
LARGE GROWTH HACAX Harbor Capital Appreciation Instl 94% 3 60 0 0.67% 10.72%
MID-CAP BLEND VMCIX Vanguard Mid Capitalization Index Ins 92% 3 60 0 0.08% 1.64%
LARGE BLEND VIIIX Vanguard Institutional Index Instl 89% 3 60 0 0.02% 1.92%
LARGE GROWTH FCNTX Fidelity Contrafund 68% 3 60 0 0.81% 6.84%
SMALL BLEND RTRIX Royce Fund Total Return/Instl 46% 3 60 0 1.03% 14.68%
LARGE VALUE VWNDX Vanguard Explorer/Admrl 44% 3 60 0 0.35% 10.29%
LARGE VALUE SWDSX Schwab Institutional Large Cap Value Retirement, 14% 3 60 0 0.89% 10.76%
LARGE BLEND LMVTX Legg Mason Cap Mgmt Value I 11% 3 60 0 1.78% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 86% 3 60 0 0.46% 2.62%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 72% 3 60 0 0.07% 2.64%
SHORT GOVERNMENT TSPGFUND Galliard Managed Income Fund 25, 31% 3 60 0 NA 1.62%
Average Expense Ratio: 0.56%
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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 5.3% 10.6% 4.4% 6.5% 5.9% 5.3%

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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 3.6% 10.2% 7.2% 7.6% 7.7% 7.6%

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

Bloomberg L.P. is a financial software services, news and data company created by Michael Bloomberg in 1981.

The New York-based company employs more than 10,000 people in over 135 offices around the world. Bloomberg is about information: accessing it, reporting it, analyzing it and distributing it, faster and more accurately than any other organization. The BLOOMBERG PROFESSIONAL® service, the core product of Bloomberg, is the fastest-growing real-time financial information network in the world.

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