MyPlanIQ 401k Investor Dartmouth Hitchcock 403b Retirement Plan

Dartmouth Hitchcock 403b Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Real Estate
REAL ESTATE TRREX T. Rowe Price Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery
Foreign Large Value QFVIX Quant Foreign Value Institutional
Others
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005
Total Available Funds: 36
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Real Estate
REAL ESTATE TRREX T. Rowe Price Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery
Foreign Large Value QFVIX Quant Foreign Value Institutional
Others
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005
ROOT DSEFX Domini Social Eq
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010
Moderate Allocation DODBX Dodge & Cox Balanced
Retirement Income TRRIX T. Rowe Price Retirement Income
Retirement Income TRRIX T. Rowe Price Retirement Income
World Allocation MALOX BlackRock Global Allocation I
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050
Technology DRGTX Allianz RCM Technology Instl
ROOT CASH T.Rowe Price Summit Cash Reserve
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income
Intermediate Government USGDX Morgan Stanley U.S. Govt Secs I
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Inflation-Protected Bond PARRX PIMCO Real Return Admin
WORLD BOND TGBAX Templeton Global Bond Adv
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
LARGE VALUE SSHFX Sound Shore
LARGE GROWTH FCNTX Fidelity Contrafund
Mid-Cap Growth ARTMX Artisan Mid Cap Inv
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
LARGE BLEND VINIX Vanguard Institutional Index
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock
SMALL VALUE PVADX Allianz NFJ Small Cap Value Admin
Mid-Cap Growth EVSEX Eaton Vance Special Equities A
Total Available Funds: 36
  • 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
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Real Estate 67% 3 60 0 1.09% 12.77%
REAL ESTATE TRREX T. Rowe Price Real Estate 67% 3 60 0 1.09% 12.77%
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y 89% 3 60 0 0.84% 0.78%
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery 90% 3 60 0 0.99% 1.74%
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery 88% 3 60 0 1.23% 1.94%
Foreign Large Value QFVIX Quant Foreign Value Institutional 69% 3 60 0 1.4% 2.2%
Others
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 3 60 0 0.78% 6.53%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 3 60 0 0.78% 6.53%
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 100% 3 60 0 0.34% 4.11%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 3 60 0 0.78% 6.53%
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 100% 3 60 0 0.34% 4.11%
ROOT DSEFX Domini Social Eq 98% 3 60 0 0.71% 0.93%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 97% 3 60 0 0.84% 4.42%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 97% 3 60 0 0.99% 4.18%
Moderate Allocation DODBX Dodge & Cox Balanced 93% 3 60 0 0.42% 5.32%
Retirement Income TRRIX T. Rowe Price Retirement Income 91% 3 60 0 0.34% 4.18%
Retirement Income TRRIX T. Rowe Price Retirement Income 91% 3 60 0 0.34% 4.18%
World Allocation MALOX BlackRock Global Allocation I 90% 3 60 0 0.84% 1.48%
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 78% 3 60 0 0.63% 4.14%
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 78% 3 60 0 0.63% 4.14%
Technology DRGTX Allianz RCM Technology Instl 58% 3 60 0 1.17% 0%
ROOT CASH T.Rowe Price Summit Cash Reserve 0% 1 60 0 NA 3.73%
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income 92% 3 60 0 1.16% 5.59%
Intermediate Government USGDX Morgan Stanley U.S. Govt Secs I 67% 3 60 0 1.62% 7.63%
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 3.85%
Inflation-Protected Bond PARRX PIMCO Real Return Admin 61% 3 60 0 1.37% 4.19%
WORLD BOND TGBAX Templeton Global Bond Adv 52% 3 60 0 0.64% 4.8%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock 100% 3 60 0 0% 3%
LARGE VALUE SSHFX Sound Shore 99% 3 60 0 0.94% 3.98%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 2.71%
Mid-Cap Growth ARTMX Artisan Mid Cap Inv 88% 3 60 0 0.96% 0%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 86% 3 60 0 1.14% 5.79%
LARGE BLEND VINIX Vanguard Institutional Index 78% 3 60 0 0.02% 2.73%
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock 78% 3 60 0 1.17% 3.73%
SMALL VALUE PVADX Allianz NFJ Small Cap Value Admin 57% 3 60 0 0.89% 15.52%
Mid-Cap Growth EVSEX Eaton Vance Special Equities A 0% 3 60 0 1.95% 0%
Average Expense Ratio: 0.89%
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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 1.7% 10.4% 0.3% 5.2% 4.7% 6.9%

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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 36 funds. It covers 5 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs and Fixed Income.

This plan was created based on a user's request.



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