MyPlanIQ 401k Investor AAA Automotive 401K

AAA Automotive 401K

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Inv
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Conservative Allocation HSTRX Hussman Strategic Total Return
Moderate Allocation VBINX Vanguard Balanced Index
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Short-Term Bond VBISX Vanguard Short-Term Bond Index
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Inv
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Conservative Allocation HSTRX Hussman Strategic Total Return
Moderate Allocation VBINX Vanguard Balanced Index
Conservative Allocation VWINX Vanguard Wellesley Income
Target Date 2050+ VFIFX Vanguard Target Retirement 2050
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
ROOT CASH VMMXX (Vanguard Money Market)
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Short-Term Bond VBISX Vanguard Short-Term Bond Index
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs
High Yield Bond VWEHX Vanguard High-Yield Corporate
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade
Intermediate-Term Bond PTTAX PIMCO Total Return A
WORLD BOND PFOAX PIMCO Foreign Bond (USD-Hedged) A
Long-Term Bond VBLTX Vanguard Long-Term Bond Index
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx
SMALL VALUE CSCZX Columbia Small Cap Value I Z
LARGE VALUE VHDYX Vanguard High Dividend Yield Index Inv
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
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx 99% 3 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
Foreign Large Blend VFWIX Vanguard FTSE All-World ex-US Index Inv 0% 3 60 0 0.2% 2.84%
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 97% 3 60 0 0.08% 2.34%
Conservative Allocation HSTRX Hussman Strategic Total Return 93% 3 60 0 0.77% 2.62%
Moderate Allocation VBINX Vanguard Balanced Index 93% 3 60 0 0.07% 1.83%
Conservative Allocation VWINX Vanguard Wellesley Income 90% 3 60 0 0.16% 3.39%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 70% 3 60 0 0.08% 2.23%
ROOT CASH VMMXX (Vanguard Money Market) 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index 100% 3 60 0 0.15% 3.15%
Short-Term Bond VBISX Vanguard Short-Term Bond Index 100% 3 60 0 0.07% 2.54%
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade 99% 3 60 0 0.1% 3.28%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs 98% 3 60 0 0.07% 4.24%
High Yield Bond VWEHX Vanguard High-Yield Corporate 95% 3 60 0 0.13% 5.68%
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade 83% 3 60 0 0.22% 4.15%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.84%
WORLD BOND PFOAX PIMCO Foreign Bond (USD-Hedged) A 60% 3 60 0 0.9% 2.69%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index 0% 3 60 0 0.15% 3.31%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index 99% 3 60 0 0.03% 1.4%
LARGE BLEND VFINX Vanguard 500 Index Investor 98% 3 60 0 0.14% 1.27%
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx 94% 3 60 0 0.03% 1.26%
SMALL VALUE CSCZX Columbia Small Cap Value I Z 89% 3 60 0 1.24% 0.68%
LARGE VALUE VHDYX Vanguard High Dividend Yield Index Inv 0% 3 60 0 0.14% 3.05%
Average Expense Ratio: 0.26%
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* 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 12.3% 15.1% 6.1% 4.3% 5.6% 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 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 23 funds. It covers 4 major asset classes and 17 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. The following is the list of available funds in the plan:

Vanguard Target Retirement  2050 Fund                VFIFX
Vanguard Target Retirement  2045 Fund                VTIVX
Vanguard Target Retirement  2040 Fund                VFORX
                     
Stocks               
Vanguard Total U.S. Stock Market Index                VTSMX
Vanguard 500 Index                VFINX
Vanguard High Dividend Yield Index                VHDYX
Vanguard Small Cap Index                NAESX
Vanguard FTSE All World ex-US Index                VFWIX
Vanguard Emerging Markets Stock Index                VEIEX
Columbia Small Cap Value I (Z)                CSCZX
                     
Combination               
Vanguard Wellesley Income                VWINX
Vanguard Balanced Index                VBINX
Hussman Strategic Total Return                HSTRX
                     
Bonds               
Vanguard Total Bond Market Index                VBMFX
Vanguard Short-Term Bond Index                VBISX
Vanguard Short-Term Investment Grade                VFSTX
Vanguard Long-Term Bond Index                VBLTX
Vanguard Long-Term Investment Grade                VWESX
Vanguard High Yield Corporate                VWEHX
Vanguard Inflation Protected Securities                VIPSX
PIMCO Foreign Bond (USD Hedged)                PFOAX
PIMCO Total Return A                PTTAX
                     
Money Market               
Vanguard Prime Money Market                VMMXX



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