MyPlanIQ 401k Investor TANGOE INC. 401K PROFIT SHARING PLAN and TRUST

TANGOE INC. 401K PROFIT SHARING PLAN and TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX VGSIX
Emerging Market
DIVERSIFIED EMERGING MKTS HEMZX HEMZX
INTERNATIONAL EQUITY
Foreign Large Growth THVRX THVRX
Others
Target Date 2036-2040 TRRDX TRRDX
Target Date 2026-2030 TRRCX TRRCX
Target Date 2016-2020 TRRBX TRRBX
FIXED INCOME
Inflation-Protected Bond BPRAX BPRAX
Intermediate-Term Bond DPDFX DPDFX
US EQUITY
MID-CAP VALUE VETAX vetax
Mid-Cap Growth GGOAX GGOAX
LARGE VALUE MDDVX MDDVX
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX VGSIX
Emerging Market
DIVERSIFIED EMERGING MKTS HEMZX HEMZX
INTERNATIONAL EQUITY
Foreign Large Growth THVRX THVRX
Others
Target Date 2036-2040 TRRDX TRRDX
Target Date 2026-2030 TRRCX TRRCX
Target Date 2016-2020 TRRBX TRRBX
Target Date 2011-2015 TRRGX TRRGX
World Allocation WASYX WASYX
Target Date 2031-2035 TRRJX TRRJX
Target Date 2000-2010 TRRAX TRRAX
Target Date 2021-2025 TRRHX TRRHX
Target Date 2041-2045 TRRKX TRRKX
Target Date 2051+ TRRNX TRRNX
Retirement Income TRRIX TRRIX
Target Date 2046-2050 TRRMX TRRMX
World Allocation MDLOX MDLOX
Natural Resources PGNAX PGNAX
Moderate Allocation ACESX ACESX
World Allocation IVBYX IVBYX
FIXED INCOME
Inflation-Protected Bond BPRAX BPRAX
Intermediate-Term Bond DPDFX DPDFX
US EQUITY
MID-CAP VALUE VETAX vetax
Mid-Cap Growth GGOAX GGOAX
LARGE VALUE MDDVX MDDVX
SMALL BLEND GSSMX GSSMX
LARGE GROWTH MLINX MLINX
LARGE BLEND VIFSX VIFSX
MID-CAP BLEND VMISX vmisx
Total Available Funds: 28
  • 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 VGSIX VGSIX 81% 3 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS HEMZX HEMZX 56% 3 60 0 1.56% 0%
INTERNATIONAL EQUITY
Foreign Large Growth THVRX THVRX 25% 3 60 0 1.36% 0.42%
Others
Target Date 2036-2040 TRRDX TRRDX 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX TRRCX 100% 3 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX TRRBX 100% 3 60 0 0.78% 11.87%
Target Date 2011-2015 TRRGX TRRGX 100% 3 60 0 0.76% 11.16%
World Allocation WASYX WASYX 98% 3 60 0 2.19% 2.57%
Target Date 2031-2035 TRRJX TRRJX 97% 3 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX TRRAX 97% 3 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX TRRHX 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX TRRKX 96% 3 60 0 1.12% 6.6%
Target Date 2051+ TRRNX TRRNX 93% 3 60 0 1.14% 5.91%
Retirement Income TRRIX TRRIX 91% 3 60 0 0.34% 2.96%
Target Date 2046-2050 TRRMX TRRMX 78% 3 60 0 0.63% 6.57%
World Allocation MDLOX MDLOX 74% 3 60 0 0.84% 0.2%
Natural Resources PGNAX PGNAX 49% 3 60 0 0.9% 1.95%
Moderate Allocation ACESX ACESX 46% 3 60 0 1.04% 1.23%
World Allocation IVBYX IVBYX 0% 3 60 0 1.17% 3.71%
FIXED INCOME
Inflation-Protected Bond BPRAX BPRAX 65% 3 60 0 0.56% 2.6%
Intermediate-Term Bond DPDFX DPDFX 63% 3 60 0 0.36% 3.91%
US EQUITY
MID-CAP VALUE VETAX vetax 64% 3 60 0 1.65% 5.83%
Mid-Cap Growth GGOAX GGOAX 63% 3 60 0 1.41% 0%
LARGE VALUE MDDVX MDDVX 57% 3 60 0 1% 7.02%
SMALL BLEND GSSMX GSSMX 39% 3 60 0 1.23% 3.76%
LARGE GROWTH MLINX MLINX 5% 3 60 0 1.33% 0%
LARGE BLEND VIFSX VIFSX 0% 3 60 0 0.05% 2.03%
MID-CAP BLEND VMISX vmisx 0% 3 60 0 0.1% 1.26%
Average Expense Ratio: 0.94%
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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 -0.8% 3.0% -0.8% 3.6% 3.1% 6.1%

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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 29 funds. It covers 5 major asset classes and 27 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity, Foreign Equity and REITs.


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