MyPlanIQ 401k Investor New York Presbyterian 403b

New York Presbyterian 403b

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VFWSX Vanguard FTSE All-World ex-US Index Inst
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
US EQUITY
Small Growth RVPIX Royce Value Plus Instl
LARGE VALUE AADEX American Beacon Lg Cap Value Inst
LARGE BLEND VINIX Vanguard Institutional Index
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Short-Term Bond PTLDX PIMCO Low Duration Instl
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VFWSX Vanguard FTSE All-World ex-US Index Inst
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
World Allocation MALOX BlackRock Global Allocation I
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005
ROOT CASH FIDXX
US EQUITY
Small Growth RVPIX Royce Value Plus Instl
LARGE VALUE AADEX American Beacon Lg Cap Value Inst
LARGE BLEND VINIX Vanguard Institutional Index
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Short-Term Bond PTLDX PIMCO Low Duration Instl
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
Total Available Funds: 18
  • 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 VFWSX Vanguard FTSE All-World ex-US Index Inst 62% 0 60 2 0.08% 3.57%
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 0 60 1 0.9% 3.94%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 97% 0 60 2 0.08% 4.12%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 97% 0 60 2 0.08% 2.48%
Retirement Income VTINX Vanguard Target Retirement Income 97% 0 60 2 0.08% 4.21%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 96% 0 60 2 0.08% 2.65%
World Allocation MALOX BlackRock Global Allocation I 90% 0 60 0 0.84% 1.63%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0% 0 60 2 0.08% 14.95%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 0% 0 60 2 NA 2.94%
ROOT CASH FIDXX 0% 0 60 0 NA 2.66%
US EQUITY
Small Growth RVPIX Royce Value Plus Instl 98% 0 60 0 1.24% 4.08%
LARGE VALUE AADEX American Beacon Lg Cap Value Inst 78% 0 60 0 0.94% 5.71%
LARGE BLEND VINIX Vanguard Institutional Index 78% 0 60 2 0.02% 3.37%
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6 25% 0 60 1 0.3% 8.78%
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal 0% 0 60 2 0.14% 1.15%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 0 60 0 0.15% 3.3%
Short-Term Bond PTLDX PIMCO Low Duration Instl 90% 0 60 0 1.05% 4.08%
Inflation-Protected Bond PRRIX PIMCO Real Return Instl 80% 0 60 0 1.37% 3.29%
Average Expense Ratio: 0.46%
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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 6.0% 14.9% 2.4% 8.0% 6.7% 7.7%

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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 18 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

This plan was creaed based on a user's input. Here is the list of funds with their trading limitations:

FIDXX - no restrictions

PTLDX - no restrictions
VBTIX - no restrictions
PRRIX - no restrictions
AADEX - no restrictions
VINIX - if you exit this fund you may not trade back in for 60 calender days
RGAGX - if you exit this fund you may not trade back in for 30 calender days
VEMSX - if you exit this fund you may not trade back in for 60 calender days
RVPIX - no restrictions
RERGX - if you exit this fund you may not trade back in for 30 calender days
VFWSX - if you exit this fund you may not trade back in for 60 calender days. 2% short term redemption fee if you trade w/o holding fund for 60 calender days
MALOX - 2% short term redemption fee if you trade w/o holding fund for 30 calender days
VTOVX - if you exit this fund you may not trade back in for 60 calender days
VTXVX - if you exit this fund you may not trade back in for 60 calender days
VTTVX - if you exit this fund you may not trade back in for 60 calender days
VTTHX - if you exit this fund you may not trade back in for 60 calender days
VTIVX - if you exit this fund you may not trade back in for 60 calender days
VTINX - if you exit this fund you may not trade back in for 60 calender days



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