MyPlanIQ 401k Investor AMERICAN MARITIME OFFICERS 401 K

AMERICAN MARITIME OFFICERS 401 K

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Develop Mkt A
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg Inti Value R5
Foreign Large Blend RERFX American Europacific Grth R5
Others
Moderate Allocation DODBX Dodge & Cox Balanced
Aggressive Allocation TRSGX T. Rowe Price Personal Strategy Growth
Conservative Allocation FKINX Franklin Income A
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Ret Instl
WORLD BOND OIBAX Oppenheimer Inti Bond A
High Yield Bond MHCAX Mainstay Hi-Yield Corp A
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Develop Mkt A
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg Inti Value R5
Foreign Large Blend RERFX American Europacific Grth R5
Others
Moderate Allocation DODBX Dodge & Cox Balanced
Aggressive Allocation TRSGX T. Rowe Price Personal Strategy Growth
Conservative Allocation FKINX Franklin Income A
Equity Energy SSGPX Blackrock Energy & Resources
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Ret Instl
WORLD BOND OIBAX Oppenheimer Inti Bond A
High Yield Bond MHCAX Mainstay Hi-Yield Corp A
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Stock
LARGE BLEND NYVTX Davis Ny Venture A
LARGE BLEND VINIX Vanguard Inst Idx
LARGE GROWTH RGAFX Amer Funds Growth Fund R5
MID-CAP BLEND VIMAX Vanguard Mid Cap Idx
MID-CAP VALUE PCGRX Pioneer Midcap Value A
SMALL VALUE COVAX Columbia Sc Value Ii A
LARGE VALUE PQIAX Principal Equity Inc A
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A
Small Growth AUSAX Columbia Acorn Usa Z
Total Available Funds: 21
  • 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 ODMAX Oppenheimer Develop Mkt A 65% 3 60 0 0.84% 0.53%
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg Inti Value R5 94% 3 60 0 1.16% 2.46%
Foreign Large Blend RERFX American Europacific Grth R5 94% 3 60 0 0.84% 4%
Others
Moderate Allocation DODBX Dodge & Cox Balanced 93% 3 60 0 0.42% 5.83%
Aggressive Allocation TRSGX T. Rowe Price Personal Strategy Growth 88% 3 60 0 0.76% 2.01%
Conservative Allocation FKINX Franklin Income A 50% 3 60 0 0.72% 6.02%
Equity Energy SSGPX Blackrock Energy & Resources 21% 3 60 0 2.08% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Ret Instl 97% 3 60 0 0.83% 4.06%
WORLD BOND OIBAX Oppenheimer Inti Bond A 70% 3 60 0 0.71% 4.93%
High Yield Bond MHCAX Mainstay Hi-Yield Corp A 54% 3 60 0 1.09% 6.12%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 3.73%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 6.01%
LARGE BLEND NYVTX Davis Ny Venture A 92% 3 60 0 1.75% 8.81%
LARGE BLEND VINIX Vanguard Inst Idx 78% 3 60 0 0.02% 3.38%
LARGE GROWTH RGAFX Amer Funds Growth Fund R5 75% 3 60 0 0.63% 8.7%
MID-CAP BLEND VIMAX Vanguard Mid Cap Idx 72% 3 60 0 0.04% 1.83%
MID-CAP VALUE PCGRX Pioneer Midcap Value A 52% 3 60 0 0.89% 7.44%
SMALL VALUE COVAX Columbia Sc Value Ii A 46% 3 60 0 1.27% 7.38%
LARGE VALUE PQIAX Principal Equity Inc A 43% 3 60 0 1.62% 2.88%
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A 39% 3 60 0 1.57% 6.94%
Small Growth AUSAX Columbia Acorn Usa Z 0% 3 60 0 1.08% 3.97%
Average Expense Ratio: 0.92%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
AMERICAN MARITIME OFFICERS 401K 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 5.7% 13.6% -0.9% 5.5% 4.2% 6.3%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 21 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.