MyPlanIQ 401k Investor Whidbey Telephone Company 401(k) Plan

Whidbey Telephone Company 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE DREYX Davis Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Euro-Pacific Growth
WORLD STOCK CWGIX American Funds Capital World Growth & Income
Others
Moderate Allocation RIDFX American Funds Income Fund of Amer
Target Date 2050+ REITX American Funds Trgt Date Retire 2050 R5
Target Date 2036-2040 REGTX American Funds Trgt Date Retire 2040 R5
US EQUITY
LARGE BLEND RFNFX American Funds Fundamental
SMALL BLEND NMSCX Columbia Small Cap Index
MID-CAP BLEND NMPAX Columbia Mid Cap Index
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE DREYX Davis Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Euro-Pacific Growth
WORLD STOCK CWGIX American Funds Capital World Growth & Income
Others
Moderate Allocation RIDFX American Funds Income Fund of Amer
Target Date 2050+ REITX American Funds Trgt Date Retire 2050 R5
Target Date 2036-2040 REGTX American Funds Trgt Date Retire 2040 R5
Target Date 2031-2035 REFTX American Funds Trgt Date Retire 2035 R5
Target Date 2000-2010 REATX American Funds 2010 Target Date
Target Date 2041-2045 REHTX American Funds Trgt Date Retire 2045 R5
Target Date 2026-2030 REETX American Funds Trgt Date Retire 2030 R5
Target Date 2011-2015 REJTX American Funds Trgt Date Retire 2015 R5
Target Date 2021-2025 REDTX American Funds Trgt Date Retire 2025 R5
Target Date 2016-2020 RECTX American Funds Trgt Date Retire 2020 R5
ROOT CASH American Funds Money Market
US EQUITY
LARGE BLEND RFNFX American Funds Fundamental
SMALL BLEND NMSCX Columbia Small Cap Index
MID-CAP BLEND NMPAX Columbia Mid Cap Index
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
LARGE BLEND CLIBX Columbia Large Cap Index
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
High Yield Bond RITFX American Funds High Income
Intermediate Government RGVFX American Funds US Govt Securities
WORLD BOND CCWAX American Funds Capital World Bond Fund
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
REAL ESTATE
REAL ESTATE DREYX Davis Real Estate 64% 3 60 0 0.95% 2.57%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Euro-Pacific Growth 94% 3 60 0 0.84% 1.86%
WORLD STOCK CWGIX American Funds Capital World Growth & Income 65% 3 60 0 0.53% 3.47%
Others
Moderate Allocation RIDFX American Funds Income Fund of Amer 87% 3 60 0 0.58% 3.88%
Target Date 2050+ REITX American Funds Trgt Date Retire 2050 R5 82% 3 60 0 0.73% 6.13%
Target Date 2036-2040 REGTX American Funds Trgt Date Retire 2040 R5 76% 3 60 0 1.46% 5.63%
Target Date 2031-2035 REFTX American Funds Trgt Date Retire 2035 R5 74% 3 60 0 0.35% 4.91%
Target Date 2000-2010 REATX American Funds 2010 Target Date 74% 3 60 0 0.28% 3.45%
Target Date 2041-2045 REHTX American Funds Trgt Date Retire 2045 R5 73% 3 60 0 0.72% 5.88%
Target Date 2026-2030 REETX American Funds Trgt Date Retire 2030 R5 73% 3 60 0 0.33% 4.1%
Target Date 2011-2015 REJTX American Funds Trgt Date Retire 2015 R5 72% 3 60 0 0.3% 3.68%
Target Date 2021-2025 REDTX American Funds Trgt Date Retire 2025 R5 71% 3 60 0 0.32% 3.82%
Target Date 2016-2020 RECTX American Funds Trgt Date Retire 2020 R5 70% 3 60 0 0.3% 3.86%
ROOT CASH American Funds Money Market 0% 0 60 0 NA 4.14%
US EQUITY
LARGE BLEND RFNFX American Funds Fundamental 88% 3 60 0 0.6% 1.27%
SMALL BLEND NMSCX Columbia Small Cap Index 81% 3 60 0 0.45% 5.56%
MID-CAP BLEND NMPAX Columbia Mid Cap Index 81% 3 60 0 0.2% 1.25%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
LARGE BLEND CLIBX Columbia Large Cap Index 0% 3 60 0 1.2% 0.82%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 97% 3 60 0 0.83% 3.98%
High Yield Bond RITFX American Funds High Income 89% 3 60 0 0.72% 6.72%
Intermediate Government RGVFX American Funds US Govt Securities 77% 3 60 0 0.65% 4.31%
WORLD BOND CCWAX American Funds Capital World Bond Fund 63% 3 60 0 0.99% 2.26%
Average Expense Ratio: 0.63%
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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 23 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, US Equity and REITs.
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