MyPlanIQ 401k Investor ECHOPASS CORPORATION 401(k) PLAN

ECHOPASS CORPORATION 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
China Region MCHFX Matthews China
DIVERSIFIED EMERGING MKTS PRMSX T Rowe Price Div. Emer. Market
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund T
Foreign Large Blend REREX Amer EuroPacific Growth - R4
Others
Moderate Allocation VWENX Vanguard Wellington Admiral
Technology GITIX Goldman Sachs Tollkeeper I
Conservative Allocation VSCGX Vanguard Life Strategy Conservative Grow
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
Intermediate Government VFIJX Vanguard GNMA Admiral
Short-Term Bond VFSUX Vanguard Short-Term Investment Grade Adm
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
China Region MCHFX Matthews China
DIVERSIFIED EMERGING MKTS PRMSX T Rowe Price Div. Emer. Market
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund T
Foreign Large Blend REREX Amer EuroPacific Growth - R4
Others
Moderate Allocation VWENX Vanguard Wellington Admiral
Technology GITIX Goldman Sachs Tollkeeper I
Conservative Allocation VSCGX Vanguard Life Strategy Conservative Grow
Financial RPFGX Davis Financial Fund A
Natural Resources PRNEX T. Rowe Price New Era
Aggressive Allocation VASGX Vanguard Life Strategy Growth
Health PRHSX T Rowe Price Health Sciences
Moderate Allocation VSMGX Vanguard Life Strategy Moderate Growth
Utilities MMUJX MFS Utilities R4
ROOT CASH Vanguard Prime Money Market
ROOT CASH JP Morgan US Government Money Market
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
Intermediate Government VFIJX Vanguard GNMA Admiral
Short-Term Bond VFSUX Vanguard Short-Term Investment Grade Adm
High Yield Bond VWEAX Vanguard High Yield Corp Admiral
WORLD BOND TPINX Templeton Global Bond A
US EQUITY
LARGE VALUE FAIRX Fairholme Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
MID-CAP VALUE JMCVX Perkins Mid-Cap Value T- Inv
Mid-Cap Growth GSMYX Goldman Sachs Small/Mid Cap Growth
LARGE GROWTH RGAEX American Funds Growth Fund R4
SMALL VALUE JSCVX Perkins Small-Cap Value Fund T
LARGE BLEND VIFSX Vanguard 500 Index - Signal
Total Available Funds: 27
  • 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
China Region MCHFX Matthews China 93% 1 60 0 1.12% 0.82%
DIVERSIFIED EMERGING MKTS PRMSX T Rowe Price Div. Emer. Market 3% 1 60 0 0% 1.1%
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund T 97% 1 60 0 2.06% 2.7%
Foreign Large Blend REREX Amer EuroPacific Growth - R4 25% 1 60 0 0.9% 3.74%
Others
Moderate Allocation VWENX Vanguard Wellington Admiral 88% 1 60 0 0.17% 12.42%
Technology GITIX Goldman Sachs Tollkeeper I 79% 1 60 0 1.17% 0%
Conservative Allocation VSCGX Vanguard Life Strategy Conservative Grow 71% 1 60 0 0.12% 2.84%
Financial RPFGX Davis Financial Fund A 69% 1 60 0 0.72% 7.03%
Natural Resources PRNEX T. Rowe Price New Era 67% 1 60 0 0.74% 11.63%
Aggressive Allocation VASGX Vanguard Life Strategy Growth 66% 1 60 0 0.14% 1.97%
Health PRHSX T Rowe Price Health Sciences 41% 1 60 0 0.8% 5.33%
Moderate Allocation VSMGX Vanguard Life Strategy Moderate Growth 39% 1 60 0 0.13% 2.53%
Utilities MMUJX MFS Utilities R4 37% 1 60 0 1% 6.07%
ROOT CASH Vanguard Prime Money Market 0% 1 60 0 NA 4.14%
ROOT CASH JP Morgan US Government Money Market 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund 96% 1 60 0 0.33% 3.91%
Intermediate Government VFIJX Vanguard GNMA Admiral 83% 1 60 0 0.11% 3.34%
Short-Term Bond VFSUX Vanguard Short-Term Investment Grade Adm 62% 1 60 0 0.2% 3.06%
High Yield Bond VWEAX Vanguard High Yield Corp Admiral 57% 1 60 0 0.13% 5.78%
WORLD BOND TPINX Templeton Global Bond A 28% 1 60 0 0.96% 3.86%
US EQUITY
LARGE VALUE FAIRX Fairholme Fund 90% 1 60 0 1% 0.44%
LARGE VALUE DODGX Dodge & Cox Stock Fund 86% 1 60 0 0.52% 4.95%
MID-CAP VALUE JMCVX Perkins Mid-Cap Value T- Inv 52% 1 60 0 0.91% 1%
Mid-Cap Growth GSMYX Goldman Sachs Small/Mid Cap Growth 51% 1 60 0 1.25% 0%
LARGE GROWTH RGAEX American Funds Growth Fund R4 45% 1 60 0 0.3% 0%
SMALL VALUE JSCVX Perkins Small-Cap Value Fund T 22% 1 60 0 1.36% 9.58%
LARGE BLEND VIFSX Vanguard 500 Index - Signal 0% 1 60 0 0.05% 2.03%
Average Expense Ratio: 0.65%
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
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 3.0% 24.1% 7.9% 10.3% 5.8% 7.0%

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
The plan consists of 27 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity 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.