MyPlanIQ
401k Investor
Enterprise Products 401K
Investment Options
| Total Available Funds: | 23 |
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| Total Available Funds: | 23 |
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| 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.36%
* 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 | 2.2% | 7.9% | 14.0% | 11.6% | 8.9% | 6.8% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| 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 | 0.5% | 13.2% | 3.0% | 7.5% | 7.0% | 7.7% |
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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 | 1.2% | 6.8% | 6.1% | 7.0% | 5.8% | 5.5% |
| Sign up or Login and subscribe 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* |
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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 24 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
Enterprise Products Partners L.P. (EDP) provides a range of services to producers and consumers of natural gas, natural gas liquids (NGLs), crude oil, refined products, and petrochemicals in the continental United States, Canada, and Gulf of Mexico.
This plan was created based on a user's request. The following is the list of funds:
AF GRTH FUND AMER R4 RGAEX Mid-Cap ARTISAN MID CAP INV ARTMX Small Cap BUFFALO SM CAP STOCK BUFSX International Blended Fund Investments Bond Investments PIMCO TOT RETURN ADM PTRAX Short Term Investments FIDELITY RET GOVT MM SPAXX Other InvestmentsLarge Cap
DODGE & COX STOCK DODGX
THORNBURY VALUE TVIFX
SPARTAN 500 INDEX FUSEX
TRP MID CAP VAL ADV TAMVX
STRATTON SM CAP VAL STSCXAMERICAN EUROPACIFIC GR RERFX
VANG TARGET RET 2005 VTOVX
VANG TARGET RET 2010 VTENX
VANG TARGET RET 2015 VTXVX
VANG TARGET RET 2020 VTWNX
VANG TARGET RET 2025 VTTVX
VANG TARGET RET 2030 VTHRX
VANG TARGET RET 2035 VTTHX
VANG TARGET RET 2040 VFORX
VANG TARGET RET 2045 VTIVX
VANG TARGET RET 2050 VFIFX
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