MyPlanIQ 401k Investor RCN Retirement Plan

RCN Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PEMRX Pioneer Emerging Markets R
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate R
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds CP WLD GR INC-R1
Foreign Small/Mid Value PICRX Putnam International Cap Opps R
Foreign Large Blend MRSRX MFS Research International R2
Others
Natural Resources IGNRX IVY Global Natural Resources R
Moderate Allocation MTRRX MFS Total Return R2
Technology SCMIX Col Seli Global Technology R
FIXED INCOME
Intermediate-Term Bond ITBUX The Hartford Total Return BD R4
Intermediate-Term Bond PTRRX Pimco Total Return R
Inflation-Protected Bond PRRRX Pimco Real Return R
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PEMRX Pioneer Emerging Markets R
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate R
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds CP WLD GR INC-R1
Foreign Small/Mid Value PICRX Putnam International Cap Opps R
Foreign Large Blend MRSRX MFS Research International R2
Others
Natural Resources IGNRX IVY Global Natural Resources R
Moderate Allocation MTRRX MFS Total Return R2
Technology SCMIX Col Seli Global Technology R
Conservative Allocation HCVSX The Hartford Conser Alloc R4
ROOT HRASX The Hrtford Growth Alloc R4
Moderate Allocation HBATX The Hartford Balanced Aloc R4
ROOT CASH The Hartford Money Market R4
FIXED INCOME
Intermediate-Term Bond ITBUX The Hartford Total Return BD R4
Intermediate-Term Bond PTRRX Pimco Total Return R
Inflation-Protected Bond PRRRX Pimco Real Return R
Intermediate Government MGVSX MFS Government Securities R2
High Yield Bond TYHRX Pioneer High Yield R
US EQUITY
MID-CAP VALUE CMVRX Columbia Mid Cap Value R
MID-CAP VALUE MARFX Blackrock Midcap Value Opps R
Small Growth IHSSX The Hartford Small Company R4
Small Growth PGRRX Pioneer Growth Opportunities R
LARGE GROWTH RRGSX T Rowe Price Growth Stock R
LARGE BLEND HAASX The Hartford Equ Growth Alloc R4
LARGE BLEND HBIDX Hartford Index HLS IB
SMALL VALUE PNVRX Allianz NFJ Small Cap Value R
LARGE VALUE PNERX Allianz NFJ Dividend Value R
Total Available Funds: 26
  • 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 PEMRX Pioneer Emerging Markets R 0% 3 60 0 2.2% 0%
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate R 22% 3 60 0 1.24% 2.47%
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds CP WLD GR INC-R1 69% 3 60 0 0.75% 1.99%
Foreign Small/Mid Value PICRX Putnam International Cap Opps R 52% 3 60 0 1.5% 0.17%
Foreign Large Blend MRSRX MFS Research International R2 35% 3 60 0 0.75% 0%
Others
Natural Resources IGNRX IVY Global Natural Resources R 52% 3 60 0 1.08% 0%
Moderate Allocation MTRRX MFS Total Return R2 49% 3 60 0 0.39% 2.26%
Technology SCMIX Col Seli Global Technology R 41% 3 60 0 1.43% 4.55%
Conservative Allocation HCVSX The Hartford Conser Alloc R4 30% 3 60 0 1.13% 1.98%
ROOT HRASX The Hrtford Growth Alloc R4 27% 3 60 0 1.1% 1.73%
Moderate Allocation HBATX The Hartford Balanced Aloc R4 23% 3 60 0 0.76% 2.09%
ROOT CASH The Hartford Money Market R4 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond ITBUX The Hartford Total Return BD R4 60% 3 60 0 0.74% 3.15%
Intermediate-Term Bond PTRRX Pimco Total Return R 35% 3 60 0 0.8% 4.6%
Inflation-Protected Bond PRRRX Pimco Real Return R 28% 3 60 0 1.37% 3.79%
Intermediate Government MGVSX MFS Government Securities R2 24% 3 60 0 1.51% 2.71%
High Yield Bond TYHRX Pioneer High Yield R 24% 3 60 0 1.92% 5.4%
US EQUITY
MID-CAP VALUE CMVRX Columbia Mid Cap Value R 62% 3 60 0 1.13% 1.01%
MID-CAP VALUE MARFX Blackrock Midcap Value Opps R 61% 3 60 0 1% 1.61%
Small Growth IHSSX The Hartford Small Company R4 25% 3 60 0 0.99% 0%
Small Growth PGRRX Pioneer Growth Opportunities R 23% 3 60 0 1.41% 0%
LARGE GROWTH RRGSX T Rowe Price Growth Stock R 16% 3 60 0 1.2% 3.69%
LARGE BLEND HAASX The Hartford Equ Growth Alloc R4 0% 3 60 0 NA 0%
LARGE BLEND HBIDX Hartford Index HLS IB 0% 3 60 0 0.58% 0%
SMALL VALUE PNVRX Allianz NFJ Small Cap Value R 0% 3 60 0 1.43% 0.94%
LARGE VALUE PNERX Allianz NFJ Dividend Value R 0% 3 60 0 1.22% 1.1%
Average Expense Ratio: 1.15%
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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 11.7% 13.1% 4.4% 5.4% 4.9% 7.5%

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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 26 funds. It covers 5 major asset classes and 20 minor asset classes. The major asset classes it covers are REITs, US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.

This plan is created based on a user's request.



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