MyPlanIQ 401k Investor ERNST & YOUNG RETIREMENT SAVINGS PLAN

ERNST & YOUNG RETIREMENT SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSNX VANG REIT IDX INST
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AF EUROPAC GROWTH R5
WORLD STOCK RNPFX AF NEW PERSPECT R5
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET 2025
Target Date 2041-2045 VTIVX VANGUARD TARGET 2045
Retirement Income VTINX VANGUARD TARGET INC
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Inflation-Protected Bond VIPIX VANG INFL PROT INST
Intermediate-Term Bond VBMPX VANG TOT BD MK IS PL
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSNX VANG REIT IDX INST
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AF EUROPAC GROWTH R5
WORLD STOCK RNPFX AF NEW PERSPECT R5
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET 2025
Target Date 2041-2045 VTIVX VANGUARD TARGET 2045
Retirement Income VTINX VANGUARD TARGET INC
Target Date 2031-2035 VTTHX VANGUARD TARGET 2035
Target Date 2051+ VFFVX VANGUARD TARGET 2055
Moderate Allocation FASMX FID ASSET MGR 50%
Target Date 2046-2050 VFIFX VANGUARD TARGET 2050
Target Date 2036-2040 VFORX VANGUARD TARGET 2040
Target Date 2026-2030 VTHRX VANGUARD TARGET 2030
Target Date 2016-2020 VTWNX VANGUARD TARGET 2020
Target Date 2011-2015 VTXVX VANGUARD TARGET 2015
Target Date 2000-2010 VTENX VANGUARD TARGET 2010
NOT FOUND NO TICKER FID MIP II CL 3
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Inflation-Protected Bond VIPIX VANG INFL PROT INST
Intermediate-Term Bond VBMPX VANG TOT BD MK IS PL
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK
LARGE GROWTH VHCAX VANG CAP OPPS ADM
LARGE GROWTH VPCCX VANG PRIMECAP CORE
SMALL VALUE VSIIX VANG SM VAL IDX INST
Small Growth PRNHX TRP NEW HORIZONS
LARGE GROWTH FBGKX FID BLUE CHIP GR K
LARGE BLEND FFDKX FID FUND K
LARGE GROWTH FGCKX FID GROWTH CO K
LARGE GROWTH FMGKX FID MAGELLAN K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
LARGE BLEND FXSIX SPTN 500 INDEX INST
Total Available Funds: 31
  • 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 VGSNX VANG REIT IDX INST 80% 1 60 0 0.12% 4.19%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AF EUROPAC GROWTH R5 94% 1 60 0 0.84% 3.91%
WORLD STOCK RNPFX AF NEW PERSPECT R5 91% 1 60 0 1.47% 5.98%
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 1 60 0 0.99% 4.47%
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET 2025 97% 1 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX VANGUARD TARGET 2045 97% 1 60 0 0.08% 2.48%
Retirement Income VTINX VANGUARD TARGET INC 97% 1 60 0 0.08% 4.2%
Target Date 2031-2035 VTTHX VANGUARD TARGET 2035 96% 1 60 0 0.08% 2.65%
Target Date 2051+ VFFVX VANGUARD TARGET 2055 80% 1 60 0 0.08% 2.39%
Moderate Allocation FASMX FID ASSET MGR 50% 76% 1 60 0 0.92% 2.35%
Target Date 2046-2050 VFIFX VANGUARD TARGET 2050 75% 1 60 0 0.08% 2.42%
Target Date 2036-2040 VFORX VANGUARD TARGET 2040 70% 1 60 0 0.08% 2.57%
Target Date 2026-2030 VTHRX VANGUARD TARGET 2030 70% 1 60 0 0.08% 2.75%
Target Date 2016-2020 VTWNX VANGUARD TARGET 2020 66% 1 60 0 0.08% 6.24%
Target Date 2011-2015 VTXVX VANGUARD TARGET 2015 0% 1 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX VANGUARD TARGET 2010 0% 1 60 0 0.17% 7.48%
NOT FOUND NO TICKER FID MIP II CL 3 0% 1 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 1 60 0 0.83% 3.99%
Inflation-Protected Bond VIPIX VANG INFL PROT INST 91% 1 60 0 0.1% 4%
Intermediate-Term Bond VBMPX VANG TOT BD MK IS PL 35% 1 60 0 0.03% 3.29%
US EQUITY
LARGE VALUE DODGX DODGE & COX STOCK 93% 1 60 0 0.52% 6.05%
LARGE GROWTH VHCAX VANG CAP OPPS ADM 91% 1 60 0 0.43% 5.52%
LARGE GROWTH VPCCX VANG PRIMECAP CORE 85% 1 60 0 0.46% 12.68%
SMALL VALUE VSIIX VANG SM VAL IDX INST 80% 1 60 0 0.07% 2.53%
Small Growth PRNHX TRP NEW HORIZONS 80% 1 60 0 0.79% 0%
LARGE GROWTH FBGKX FID BLUE CHIP GR K 68% 1 60 0 0.76% 1.17%
LARGE BLEND FFDKX FID FUND K 68% 1 60 0 0.45% 2.85%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 1 60 0 0.79% 4.51%
LARGE GROWTH FMGKX FID MAGELLAN K 68% 1 60 0 0.68% 12.35%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 61% 1 60 0 0.82% 17.32%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 1 60 0 0.04% 2.05%
Average Expense Ratio: 0.4%
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ERNST & YOUNG RETIREMENT SAVINGS PLAN
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 4.7% 15.0% 1.7% 7.4% 6.7% 8.8%

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

Ernst & Young (EY) is one of the largest professional services firms in the world and one of the Big Four auditors, along with Deloitte, KPMG and PricewaterhouseCoopers (PwC).



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