MyPlanIQ 401k Investor AFSCME Employee Savings Plan

AFSCME Employee Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AQINX AQR International Equity N
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
ROOT CASH CASH (Money Market)
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Intermediate-Term Bond GSGAX Goldman Sachs Invest Grade Credit A
US EQUITY
LARGE BLEND VFINX S&P 500 Index
LARGE VALUE PRFDX T. Rowe Price Equity Income
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AQINX AQR International Equity N
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
ROOT CASH CASH (Money Market)
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Intermediate-Term Bond GSGAX Goldman Sachs Invest Grade Credit A
US EQUITY
LARGE BLEND VFINX S&P 500 Index
LARGE VALUE PRFDX T. Rowe Price Equity Income
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv
Small Growth TSCPX TimesSquare Small Cap Growth Prem
Mid-Cap Growth ARTMX Artisan Mid Cap Inv
LARGE GROWTH CSIEX Calvert Social Investment Equity A
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
LARGE GROWTH TSGEX Turner Large Cap Growth Institutional
LARGE GROWTH UNACX Waddell & Reed Accumulative A
LARGE VALUE OBFOX Old Mutual Barrow Hanley Value Z
Small Growth WFSZX Wells Fargo Advantage Sm Cap Gr Inv
Total Available Funds: 16
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend AQINX AQR International Equity N 0% 3 60 0 0.86% 10.43%
Others
Moderate Allocation OAKBX Oakmark Equity & Income I 91% 3 60 0 0.83% 2.3%
ROOT CASH CASH (Money Market) 0% 0 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 4.94%
Intermediate-Term Bond GSGAX Goldman Sachs Invest Grade Credit A 40% 3 60 0 0.37% 3.87%
US EQUITY
LARGE BLEND VFINX S&P 500 Index 98% 3 60 0 0.14% 1.27%
LARGE VALUE PRFDX T. Rowe Price Equity Income 97% 3 60 0 1.23% 1.94%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv 96% 3 60 0 0.19% 2.11%
Small Growth TSCPX TimesSquare Small Cap Growth Prem 93% 3 60 0 1.19% 0%
Mid-Cap Growth ARTMX Artisan Mid Cap Inv 88% 3 60 0 0.96% 0%
LARGE GROWTH CSIEX Calvert Social Investment Equity A 50% 3 60 0 0.59% 1.81%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 39% 3 60 0 0.3% 0%
LARGE GROWTH TSGEX Turner Large Cap Growth Institutional 0% 3 60 0 NA 0%
LARGE GROWTH UNACX Waddell & Reed Accumulative A 0% 3 60 0 1.21% 7.31%
LARGE VALUE OBFOX Old Mutual Barrow Hanley Value Z 0% 3 60 0 NA 0%
Small Growth WFSZX Wells Fargo Advantage Sm Cap Gr Inv 0% 3 60 0 NA 0%
Average Expense Ratio: 0.72%
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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 2.1% -3.2% 2.8% 3.1% 4.6% 5.4%

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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 16 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

AFSCME is the largest public employee and health care workers union in the United States.



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