MyPlanIQ 401k Investor McGraw Farms 401K

McGraw Farms 401K

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARRX AIM Real Estate R
INTERNATIONAL EQUITY
WORLD STOCK RWIAX American Funds Capital World G/I R1
Foreign Small/Mid Value PICRX Putnam International Capital Opp R
Foreign Large Blend RERAX American Funds EuroPacific Gr R1
Others
Conservative Allocation FISRX Franklin Income R
Moderate Allocation ACESX Van Kampen Equity and Income R
Target Date 2026-2030 HTHSX Hartford Target Retirement 2030 R4
US EQUITY
LARGE GROWTH JDCRX Janus Forty R
MID-CAP VALUE ABSRX AllianceBernstein Small-Mid Cap Value R
LARGE VALUE MVRRX MFS Value R2
Total Available Funds: 35
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARRX AIM Real Estate R
INTERNATIONAL EQUITY
WORLD STOCK RWIAX American Funds Capital World G/I R1
Foreign Small/Mid Value PICRX Putnam International Capital Opp R
Foreign Large Blend RERAX American Funds EuroPacific Gr R1
Foreign Large Growth JDIRX Janus Overseas R
Foreign Large Value AIVRX AllianceBernstein Intl Val R
Others
Conservative Allocation FISRX Franklin Income R
Moderate Allocation ACESX Van Kampen Equity and Income R
Target Date 2026-2030 HTHSX Hartford Target Retirement 2030 R4
Target Date 2016-2020 HTWSX Hartford Target Retirement 2020 R4
Target Date 2000-2010 HTTSX Hartford Target Retirement 2010 R4
US EQUITY
LARGE GROWTH JDCRX Janus Forty R
MID-CAP VALUE ABSRX AllianceBernstein Small-Mid Cap Value R
LARGE VALUE MVRRX MFS Value R2
SMALL VALUE FVFRX Franklin Small Cap Value R
MID-CAP VALUE PMVRX Putnam Mid Cap Value R
LARGE GROWTH FGSRX Franklin Growth R
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Co Stk T
LARGE VALUE ACSRX Van Kampen Comstock R
LARGE BLEND OMSNX Oppenheimer Main St Opportunity N
SMALL BLEND OPMNX Oppenheimer Main St Small Cap N
LARGE GROWTH RGAAX American Funds Growth Fund of Amer R1
LARGE BLEND AEYRX American Century Equity Growth R
LARGE GROWTH HGOSX Hartford Growth Opportunities R4
LARGE VALUE HVOSX Hartford Value Opportunities R4
Small Growth LSBPX Lord Abbett Small-Cap Blend P
LARGE GROWTH FRGTX Fidelity Advisor Dynamic Cap App T
LARGE BLEND GTVRX AIM Basic Value R
Mid-Cap Growth AVTRX American Century Vista R
FIXED INCOME
WORLD BOND OIBNX Oppenheimer International Bond N
Multisector Bond LBNPX Lord Abbett Bond-Debenture P
Intermediate-Term Bond MRRRX MFS Research Bond R2
High Yield Bond GSHSX Goldman Sachs High Yield Svc
Intermediate Government GSOSX Goldman Sachs Government Income Svc
Intermediate-Term Bond ITBUX Hartford Total Return Bond R4
Total Available Funds: 35
  • 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 IARRX AIM Real Estate R 42% 3 60 0 1.16% 3.36%
INTERNATIONAL EQUITY
WORLD STOCK RWIAX American Funds Capital World G/I R1 58% 3 60 0 0.53% 3.01%
Foreign Small/Mid Value PICRX Putnam International Capital Opp R 56% 3 60 0 1.5% 1.01%
Foreign Large Blend RERAX American Funds EuroPacific Gr R1 54% 3 60 0 0.9% 3.14%
Foreign Large Growth JDIRX Janus Overseas R 32% 3 60 0 2.06% 0.85%
Foreign Large Value AIVRX AllianceBernstein Intl Val R 32% 3 60 0 1.25% 0.97%
Others
Conservative Allocation FISRX Franklin Income R 82% 3 60 0 0.72% 5.79%
Moderate Allocation ACESX Van Kampen Equity and Income R 46% 3 60 0 1.04% 6.88%
Target Date 2026-2030 HTHSX Hartford Target Retirement 2030 R4 0% 3 60 0 0.9% 5.36%
Target Date 2016-2020 HTWSX Hartford Target Retirement 2020 R4 0% 3 60 0 0.9% 5.79%
Target Date 2000-2010 HTTSX Hartford Target Retirement 2010 R4 0% 3 60 0 0.85% 6.14%
US EQUITY
LARGE GROWTH JDCRX Janus Forty R 62% 3 60 0 1.64% 11.2%
MID-CAP VALUE ABSRX AllianceBernstein Small-Mid Cap Value R 61% 3 60 0 0.86% 6.67%
LARGE VALUE MVRRX MFS Value R2 55% 3 60 0 0.8% 8.36%
SMALL VALUE FVFRX Franklin Small Cap Value R 52% 3 60 0 1.42% 4.79%
MID-CAP VALUE PMVRX Putnam Mid Cap Value R 51% 3 60 0 1% 0%
LARGE GROWTH FGSRX Franklin Growth R 49% 3 60 0 0.46% 6.81%
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Co Stk T 49% 3 60 0 0.66% 14.48%
LARGE VALUE ACSRX Van Kampen Comstock R 48% 3 60 0 1.55% 8.62%
LARGE BLEND OMSNX Oppenheimer Main St Opportunity N 45% 3 60 0 0.72% 4.5%
SMALL BLEND OPMNX Oppenheimer Main St Small Cap N 42% 3 60 0 1.32% 4.04%
LARGE GROWTH RGAAX American Funds Growth Fund of Amer R1 36% 3 60 0 1.43% 8.61%
LARGE BLEND AEYRX American Century Equity Growth R 27% 3 60 0 0.45% 0.29%
LARGE GROWTH HGOSX Hartford Growth Opportunities R4 24% 3 60 0 1.14% 0%
LARGE VALUE HVOSX Hartford Value Opportunities R4 0% 3 60 0 0.57% 6.14%
Small Growth LSBPX Lord Abbett Small-Cap Blend P 0% 3 60 0 1.43% 0%
LARGE GROWTH FRGTX Fidelity Advisor Dynamic Cap App T 0% 3 60 0 1.54% 0%
LARGE BLEND GTVRX AIM Basic Value R 0% 3 60 0 NA 0%
Mid-Cap Growth AVTRX American Century Vista R 0% 3 60 0 1.53% 0%
FIXED INCOME
WORLD BOND OIBNX Oppenheimer International Bond N 69% 3 60 0 0.71% 4.67%
Multisector Bond LBNPX Lord Abbett Bond-Debenture P 52% 3 60 0 0.58% 5.35%
Intermediate-Term Bond MRRRX MFS Research Bond R2 51% 3 60 0 0.45% 3.77%
High Yield Bond GSHSX Goldman Sachs High Yield Svc 46% 3 60 0 0.7% 5.93%
Intermediate Government GSOSX Goldman Sachs Government Income Svc 35% 3 60 0 1.06% 2.24%
Intermediate-Term Bond ITBUX Hartford Total Return Bond R4 33% 3 60 0 0.74% 3.78%
Average Expense Ratio: 1.02%
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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% 15.1% 3.1% 5.6% 4.2% 6.5%

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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 35 funds. It covers 4 major asset classes and 25 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.

This plan was created based on a user's request. All of funds have minimum 3 month holding periods by default.



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