MyPlanIQ
401k Investor
Purdue University 403B Plan Fidelity Investments
Investment Options
Total Available Funds: | 18 |
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Total Available Funds: | 18 |
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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 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.58%
* 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 | 0.2% | 7.0% | 1.8% | 5.9% | 5.6% | 6.6% |
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Strategic Asset Allocation - Optimal: Click here to see this strategy description | |||||||
Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
![]() |
Click for Portfolio Details or Follow | 0.2% | 7.0% | 0.7% | 5.5% | 5.4% | 6.5% |
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Tactical Asset Allocation: Click here to see this strategy description | |||||||
Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
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Click for Portfolio Details or Follow | 0.5% | -1.8% | -1.0% | 4.1% | 3.4% | 4.5% |
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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* |
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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.
** 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 19 funds. It covers 5 major asset classes and 14 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, REITs, Fixed Income and Emerging Market Equity.
This plan is based on the following info from a user:
Fidelity Investments
Purdue University 403B
Plan # 84808
VANG EXT MKT IDX SIG VEXMX
VANG FTSE AW IDX INV VFWIX
VANGUARD 500 IDX SIG VFINX
VANG TOT BD MKT SIG VBTSX
VANG INFL PROT ADM VAIPX
PRMCP ODYSSEY STOCK POSKX
DODGE & COX STOCK DODGX
AF GRTH FUND AMER R6 RGAGX
CRM SMMIDCP VAL INST CRIAX
WFA DISCOVERY INST WFDSX
DODGE & COX INTL STK VFWIX
AF EUROPAC GROWTH R6 AEGFX
LZRD EMRG MKTS EQ IS LZEMX
AF NEW PERSPECT R6 RNPGX
C&S INST REALTY SHS CSRIX
PIM TOTAL RT INST PTTRX
HARBOR HIGH YLD BD I HYFAX