MyPlanIQ 401k Investor United Community Independence Program Tax Deferred Annuity Hartford

United Community Independence Program Tax Deferred Annuity Hartford

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TEDMX Templeton Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Foreign Large Value ABIAX AllianceBernstein Intl Val A
EUROPE STOCK AEDAX AIM European Growth A
Others
World Allocation MDLOX BlackRock Global Allocation A
Target Date 2026-2030 LPRDX BlackRock LifePath 2030 Investor A
Target Date 2036-2040 LPREX BlackRock LifePath 2040 Investor A
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
Mid-Cap Growth KAUFX Federated Kaufmann
LARGE GROWTH RNGCX American Funds New Economy R3
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TEDMX Templeton Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Foreign Large Value ABIAX AllianceBernstein Intl Val A
EUROPE STOCK AEDAX AIM European Growth A
Foreign Large Blend THVRX Thornburg International Value R4
Others
World Allocation MDLOX BlackRock Global Allocation A
Target Date 2026-2030 LPRDX BlackRock LifePath 2030 Investor A
Target Date 2036-2040 LPREX BlackRock LifePath 2040 Investor A
Natural Resources IGNYX Ivy Global Natural Resources Y
Retirement Income LPRAX Barclays Global Investors LP Retire R
Moderate Allocation RIDCX American Funds Inc Fund of Amer R3
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals A
Target Date 2016-2020 LPRCX BlackRock LifePath 2020 Investor A
ROOT CASH HBMXX (Money Market)
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
Mid-Cap Growth KAUFX Federated Kaufmann
LARGE GROWTH RNGCX American Funds New Economy R3
SMALL VALUE FRVLX Franklin Small Cap Value A
LARGE BLEND OMSOX Oppenheimer Main St Opportunity A
SMALL VALUE GSSMX Goldman Sachs Small Cap Value A
LARGE BLEND MDLRX BlackRock Large Cap Core Inv A
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
MID-CAP BLEND SSVSX Victory Special Value A
LARGE VALUE KDHAX DWS Strategic Value A
LARGE GROWTH TCGRX Thornburg Core Growth R4
LARGE GROWTH LMPFX Legg Mason ClearBridge Aggressive Gr FI
FIXED INCOME
Emerging Markets Bond PAEMX PIMCO Emerging Markets Bond A
Multisector Bond PSRAX Pioneer Strategic Income A
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate-Term Bond DBMIX Dreyfus Bond Market Index Inv
Inflation-Protected Bond PRTNX PIMCO Real Return A
Intermediate Government MFGHX MFS Government Securities R3
High Yield Bond EVIBX Eaton Vance Income Fund of Boston A
Intermediate Government GSGOX Goldman Sachs Government Income A
Intermediate-Term Bond RBFCX American Funds Bond Fund of Amer R3
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
Emerging Market
DIVERSIFIED EMERGING MKTS TEDMX Templeton Developing Markets A 46% 3 60 0 1.63% 2.01%
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3 56% 3 60 0 0.9% 3.46%
Foreign Large Value ABIAX AllianceBernstein Intl Val A 33% 3 60 0 1.25% 1.18%
EUROPE STOCK AEDAX AIM European Growth A 30% 3 60 0 1.3% 0%
Foreign Large Blend THVRX Thornburg International Value R4 25% 3 60 0 1.36% 0.42%
Others
World Allocation MDLOX BlackRock Global Allocation A 74% 3 60 0 0.84% 0.2%
Target Date 2026-2030 LPRDX BlackRock LifePath 2030 Investor A 55% 3 60 0 0.34% 1.55%
Target Date 2036-2040 LPREX BlackRock LifePath 2040 Investor A 51% 3 60 0 1.04% 1.29%
Natural Resources IGNYX Ivy Global Natural Resources Y 42% 3 60 0 1.08% 0%
Retirement Income LPRAX Barclays Global Investors LP Retire R 41% 3 60 0 1.04% 1.89%
Moderate Allocation RIDCX American Funds Inc Fund of Amer R3 36% 3 60 0 0.69% 3.4%
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals A 29% 3 60 0 1.31% 0%
Target Date 2016-2020 LPRCX BlackRock LifePath 2020 Investor A 0% 3 60 0 0.92% 1.73%
ROOT CASH HBMXX (Money Market) 0% 0 60 0 NA 4.14%
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A 93% 3 60 0 1.18% 0.54%
Mid-Cap Growth KAUFX Federated Kaufmann 64% 3 60 0 2.51% 1.91%
LARGE GROWTH RNGCX American Funds New Economy R3 55% 3 60 0 0.53% 3.92%
SMALL VALUE FRVLX Franklin Small Cap Value A 55% 3 60 0 1.73% 0.35%
LARGE BLEND OMSOX Oppenheimer Main St Opportunity A 46% 3 60 0 0.72% 0%
SMALL VALUE GSSMX Goldman Sachs Small Cap Value A 39% 3 60 0 1.23% 3.76%
LARGE BLEND MDLRX BlackRock Large Cap Core Inv A 38% 3 60 0 0.73% 0.82%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 0%
MID-CAP BLEND SSVSX Victory Special Value A 36% 3 60 0 1.15% 9.71%
LARGE VALUE KDHAX DWS Strategic Value A 27% 3 60 0 0.8% 2.13%
LARGE GROWTH TCGRX Thornburg Core Growth R4 23% 3 60 0 0.95% 0%
LARGE GROWTH LMPFX Legg Mason ClearBridge Aggressive Gr FI 23% 3 60 0 1.24% 13.77%
FIXED INCOME
Emerging Markets Bond PAEMX PIMCO Emerging Markets Bond A 72% 3 60 0 0.99% 7.78%
Multisector Bond PSRAX Pioneer Strategic Income A 66% 3 60 0 0.59% 3.46%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.84%
Intermediate-Term Bond DBMIX Dreyfus Bond Market Index Inv 61% 3 60 0 0.4% 3.01%
Inflation-Protected Bond PRTNX PIMCO Real Return A 59% 3 60 0 1.37% 4.04%
Intermediate Government MFGHX MFS Government Securities R3 57% 3 60 0 1.51% 2.96%
High Yield Bond EVIBX Eaton Vance Income Fund of Boston A 50% 3 60 0 0.66% 5.56%
Intermediate Government GSGOX Goldman Sachs Government Income A 39% 3 60 0 1.06% 2.28%
Intermediate-Term Bond RBFCX American Funds Bond Fund of Amer R3 38% 3 60 0 0.33% 3.25%
Average Expense Ratio: 1.01%
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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 1.7% 8.1% -0.1% 4.6% 4.0% 5.6%

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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 35 funds. It covers 4 major asset classes and 26 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income, US Equity and Emerging Market Equity.

This plan is created upon a user's request.



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