MyPlanIQ 401k Investor Marine Resources Group 401k

Marine Resources Group 401k

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Real Estate
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas
Foreign Large Value ANJIX Allianz NFJ International Value Instl
Foreign Large Blend REREX American Funds EuroPacific Gr R4
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 BLEND PENNX Royce Pennsylvania Mutual Invt
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE GROWTH VPMCX Vanguard PRIMECAP
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Real Estate
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas
Foreign Large Value ANJIX Allianz NFJ International Value Instl
Foreign Large Blend REREX American Funds EuroPacific Gr R4
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
Moderate Allocation OAKBX Oakmark Equity & Income I
Target Date 2050+ VFIFX Vanguard Target Retirement 2050
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005
ROOT RIMEX Rainier Cor Eqty
US EQUITY
SMALL BLEND PENNX Royce Pennsylvania Mutual Invt
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE GROWTH VPMCX Vanguard PRIMECAP
LARGE VALUE EILVX Eaton Vance Large-Cap Value I
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value
Mid-Cap Growth BGRFX Baron Growth
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Total Available Funds: 26
  • 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%
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas 95% 3 60 0 2.06% 1.18%
Foreign Large Value ANJIX Allianz NFJ International Value Instl 87% 3 60 0 1.3% 1.87%
Foreign Large Blend REREX American Funds EuroPacific Gr R4 56% 3 60 0 0.9% 3.74%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 97% 3 60 0 0.08% 3.84%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 97% 3 60 0 0.08% 2.16%
Retirement Income VTINX Vanguard Target Retirement Income 97% 3 60 0 0.08% 4.09%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 96% 3 60 0 0.08% 2.37%
Moderate Allocation OAKBX Oakmark Equity & Income I 91% 3 60 0 0.83% 2.73%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 75% 3 60 0 0.08% 2.09%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 70% 3 60 0 0.08% 2.27%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 3 60 0 0.08% 2.5%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 3 60 0 0.08% 6.08%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 0% 3 60 0 NA 2.78%
ROOT RIMEX Rainier Cor Eqty 0% 3 60 0 1.17% 0%
US EQUITY
SMALL BLEND PENNX Royce Pennsylvania Mutual Invt 100% 3 60 0 0.96% 4.7%
LARGE BLEND VFINX Vanguard 500 Index Investor 98% 3 60 0 0.14% 1.25%
LARGE GROWTH VPMCX Vanguard PRIMECAP 95% 3 60 0 0.31% 6.61%
LARGE VALUE EILVX Eaton Vance Large-Cap Value I 90% 3 60 0 0.77% 2.91%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth 87% 3 60 0 1.29% 6.08%
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value 81% 3 60 0 0.83% 7.06%
Mid-Cap Growth BGRFX Baron Growth 40% 3 60 0 1.3% 1.84%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 39% 3 60 0 0.3% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 4.1%
Average Expense Ratio: 0.6%
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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 1.1% 11.3% 4.5% 6.5% 5.3% 7.8%

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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(Ticker:)
The plan consists of 20 funds. It covers 4 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.

Marine Resources Group, located in Seattle, Washington, was established in 2000 by Saltchuk Resources as a holding and support company for investments in tug, barge and ancillary marine service companies. MRG has the largest and most capable coastal tug and barge fleet in the United States offering the broadest range of services.



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