MyPlanIQ 401k Investor Dublin Internal Medicine Retirement Plan

Dublin Internal Medicine Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX LAZARD EMERGING MARKET PORT-OPEN
INTERNATIONAL EQUITY
Foreign Large Blend IIIIX ING INTERNATIONAL PORT-1
WORLD STOCK RNPCX AMERICAN FUNDS NW PRSPV FUND R3
Others
Target Date 2041-2045 ISJIX ING INDEX SOLUTION 2045 PORTFOLIO
Target Date 2021-2025 ISDIX ING INDEX SOLUTION 2025 PORTFOLIO
Target Date 2031-2035 ISEIX ING INDEX SOLUTION 2035 PORTFOLIO
US EQUITY
Small Growth VSGIX VANGUARD VIF-SMALL COMP GRWTH PORT
SMALL VALUE IACIX ING AMCENT SM-MDCP VAL PORT
MID-CAP VALUE IJMIX ING JPMORGAN MID CAP VAL PORTFOLIO
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX LAZARD EMERGING MARKET PORT-OPEN
INTERNATIONAL EQUITY
Foreign Large Blend IIIIX ING INTERNATIONAL PORT-1
WORLD STOCK RNPCX AMERICAN FUNDS NW PRSPV FUND R3
Others
Target Date 2041-2045 ISJIX ING INDEX SOLUTION 2045 PORTFOLIO
Target Date 2021-2025 ISDIX ING INDEX SOLUTION 2025 PORTFOLIO
Target Date 2031-2035 ISEIX ING INDEX SOLUTION 2035 PORTFOLIO
Target Date 2050+ IISNX ING INDEX SOLUTION 2055 PORTFOLIO
Moderate Allocation IUAIX ING VAN KAMPEN EQUITY AND INCOME PORTFOLIO
Moderate Allocation RLBCX AMERICAN FUNDS AM BALANCED R3
Retirement Income ISWAX ING INDEX SOLUTION INC PORTFOLION Adv
Technology IBSIX ING BLACKROCK SCI & TECH OPP-1
Target Date 2011-2015 ISSIX ING INDEX SOLUTION 2015 PORTFOLIO
US EQUITY
Small Growth VSGIX VANGUARD VIF-SMALL COMP GRWTH PORT
SMALL VALUE IACIX ING AMCENT SM-MDCP VAL PORT
MID-CAP VALUE IJMIX ING JPMORGAN MID CAP VAL PORTFOLIO
LARGE VALUE VIVIX VANGUARD VIF-DIVERSIFIED VAL PORT
LARGE BLEND INGIX ING US STOCK IND PORTFOLIO-INST CLASS
LARGE BLEND ISFIX DAVIS NEW YORK VENTURE FUND R
MID-CAP BLEND IIRMX ING RUSSELL MID CAP INDEX
SMALL BLEND IIRSX ING RUSSELL SMALL CAP INDEX-1
LARGE GROWTH RGACX AMERICAN FUNDS GROWTH FND R3
LARGE VALUE RWMCX WASHINGTON MUTUAL INVESTORS FUND-R3
Mid-Cap Growth BARAX BARON ASSET FUND RET
LARGE GROWTH IMEIX ING LGMASON CIRBRDG AGGB GRW PORT1
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO VIT REAL RETURN,PORT
Intermediate-Term Bond ILBAX ING U.S. BOND INDEX PORTFOLIO
Multisector Bond STIZX PIONEER STRATEGIC INCOME
Total Available Funds: 27
  • 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 LZOEX LAZARD EMERGING MARKET PORT-OPEN 61% 3 60 0 1.07% 4.6%
INTERNATIONAL EQUITY
Foreign Large Blend IIIIX ING INTERNATIONAL PORT-1 68% 3 60 0 0.94% 4.95%
WORLD STOCK RNPCX AMERICAN FUNDS NW PRSPV FUND R3 63% 3 60 0 1.47% 5.3%
Others
Target Date 2041-2045 ISJIX ING INDEX SOLUTION 2045 PORTFOLIO 87% 3 60 0 0.46% 9.45%
Target Date 2021-2025 ISDIX ING INDEX SOLUTION 2025 PORTFOLIO 86% 3 60 0 0.44% 5.61%
Target Date 2031-2035 ISEIX ING INDEX SOLUTION 2035 PORTFOLIO 86% 3 60 0 0.46% 8.26%
Target Date 2050+ IISNX ING INDEX SOLUTION 2055 PORTFOLIO 85% 3 60 0 0.77% 8.3%
Moderate Allocation IUAIX ING VAN KAMPEN EQUITY AND INCOME PORTFOLIO 79% 3 60 0 1.02% 7.58%
Moderate Allocation RLBCX AMERICAN FUNDS AM BALANCED R3 63% 3 60 0 0.31% 2.09%
Retirement Income ISWAX ING INDEX SOLUTION INC PORTFOLION Adv 34% 3 60 0 1.08% 3.72%
Technology IBSIX ING BLACKROCK SCI & TECH OPP-1 0% 3 60 0 1.06% 0%
Target Date 2011-2015 ISSIX ING INDEX SOLUTION 2015 PORTFOLIO 0% 3 60 0 0.11% 0%
US EQUITY
Small Growth VSGIX VANGUARD VIF-SMALL COMP GRWTH PORT 87% 3 60 0 0.07% 0.65%
SMALL VALUE IACIX ING AMCENT SM-MDCP VAL PORT 86% 3 60 0 0.85% 2.16%
MID-CAP VALUE IJMIX ING JPMORGAN MID CAP VAL PORTFOLIO 85% 3 60 0 1.1% 1.1%
LARGE VALUE VIVIX VANGUARD VIF-DIVERSIFIED VAL PORT 79% 3 60 0 0.04% 2.48%
LARGE BLEND INGIX ING US STOCK IND PORTFOLIO-INST CLASS 77% 3 60 0 0.8% 10.82%
LARGE BLEND ISFIX DAVIS NEW YORK VENTURE FUND R 68% 3 60 0 0.95% 44.32%
MID-CAP BLEND IIRMX ING RUSSELL MID CAP INDEX 59% 3 60 0 0.8% 11.95%
SMALL BLEND IIRSX ING RUSSELL SMALL CAP INDEX-1 58% 3 60 0 0.85% 5.83%
LARGE GROWTH RGACX AMERICAN FUNDS GROWTH FND R3 37% 3 60 0 0.3% 0%
LARGE VALUE RWMCX WASHINGTON MUTUAL INVESTORS FUND-R3 35% 3 60 0 0.26% 3.26%
Mid-Cap Growth BARAX BARON ASSET FUND RET 35% 3 60 0 1.33% 3.55%
LARGE GROWTH IMEIX ING LGMASON CIRBRDG AGGB GRW PORT1 0% 3 60 0 NA NA
FIXED INCOME
Inflation-Protected Bond PRRIX PIMCO VIT REAL RETURN,PORT 80% 3 60 0 1.37% 4.44%
Intermediate-Term Bond ILBAX ING U.S. BOND INDEX PORTFOLIO 70% 3 60 0 0.61% 3.41%
Multisector Bond STIZX PIONEER STRATEGIC INCOME 0% 3 60 0 0.82% 0%
Average Expense Ratio: 0.74%
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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 4.3% 12.4% 2.0% 6.3% 5.4% 7.1%

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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 27 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Emerging Market Equity and Foreign Equity.

This plan was created based on a user's request. Dublin Internal Medicine is located in Dublin, GA.



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