MyPlanIQ 401k Investor Farm Credit Foundations Defined Contribution 401K Plan

Farm Credit Foundations Defined Contribution 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Blend JETIX FCF Artio International Equity II
Others
Moderate Allocation VWENX Vanguard Wellington Adm
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
US EQUITY
SMALL VALUE VISVX FCF Earnest Small value
LARGE BLEND VFINX FCF MSI S&P 500 Fund
MID-CAP VALUE VMVIX FCF Earnest Mid Value
FIXED INCOME
Intermediate-Term Bond PTTRX FCF PIMCO Total Return Fund
SHORT GOVERNMENT STABLEVALUE FCF Western Frozen Fixed Dollar
SHORT GOVERNMENT STABLEVALUE FCF New York Life Anchor III
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Blend JETIX FCF Artio International Equity II
Others
Moderate Allocation VWENX Vanguard Wellington Adm
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
ROOT CASH Money Market
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
US EQUITY
SMALL VALUE VISVX FCF Earnest Small value
LARGE BLEND VFINX FCF MSI S&P 500 Fund
MID-CAP VALUE VMVIX FCF Earnest Mid Value
Small Growth TSCIX TimesSquare Small Cap Growth Instl
LARGE VALUE DODGX Dodge & Cox Stock
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm
Mid-Cap Growth MGOKX FCF Munder Mid Cap Core Growth
FIXED INCOME
Intermediate-Term Bond PTTRX FCF PIMCO Total Return Fund
SHORT GOVERNMENT STABLEVALUE FCF Western Frozen Fixed Dollar
SHORT GOVERNMENT STABLEVALUE FCF New York Life Anchor III
Total Available Funds: 18
  • 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 Value DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.33%
Foreign Large Blend JETIX FCF Artio International Equity II 93% 3 60 0 0.9% 4.99%
Others
Moderate Allocation VWENX Vanguard Wellington Adm 90% 3 60 0 0.17% 12.42%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 3 60 0 0.08% 4.48%
ROOT CASH Money Market 0% 0 60 0 NA 4.14%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 3 60 0 0.17% 0%
US EQUITY
SMALL VALUE VISVX FCF Earnest Small value 100% 3 60 0 0.06% 1.97%
LARGE BLEND VFINX FCF MSI S&P 500 Fund 98% 3 60 0 0.14% 1.27%
MID-CAP VALUE VMVIX FCF Earnest Mid Value 96% 3 60 0 0.19% 2.11%
Small Growth TSCIX TimesSquare Small Cap Growth Instl 94% 3 60 0 1.19% 0%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 4.95%
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm 89% 3 60 0 0.31% 7.88%
Mid-Cap Growth MGOKX FCF Munder Mid Cap Core Growth 0% 3 60 0 1.33% 1.88%
FIXED INCOME
Intermediate-Term Bond PTTRX FCF PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE FCF Western Frozen Fixed Dollar 16% 1 60 0 NA 27.03%
SHORT GOVERNMENT STABLEVALUE FCF New York Life Anchor III 16% 1 60 0 NA 27.03%
Average Expense Ratio: 0.44%
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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 7.9% 26.6% 10.3% 12.6% 7.7% 9.4%

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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 18 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

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



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