MyPlanIQ 401k Investor Pearson 401K

Pearson 401K

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Institutional International Equity Fund
Others
Moderate Allocation DODBX Dodge & Cox Balanced
Target Date 2016-2020 RRCTX American Funds Target Date Retirement 2020-R6
Target Date 2000-2010 RFTTX American Funds Target Date Retirement 2010-R6
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
LARGE VALUE MADVX BlackRock Equity Index-Q
Mid-Cap Growth RPMGX T Rowe Price Institutional Mid Cap Equity Growth
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return-Inst
SHORT GOVERNMENT STABLEVALUE JPMorgan Stable Value
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MFS Institutional International Equity Fund
Others
Moderate Allocation DODBX Dodge & Cox Balanced
Target Date 2016-2020 RRCTX American Funds Target Date Retirement 2020-R6
Target Date 2000-2010 RFTTX American Funds Target Date Retirement 2010-R6
Target Date 2046-2050 RFITX American Funds Target Date Retirement 2050-R6
Target Date 2036-2040 RFGTX American Funds Target Date Retirement 2040-R6
Target Date 2026-2030 RFETX American Funds Target Date Retirement 2030-R6
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
LARGE VALUE MADVX BlackRock Equity Index-Q
Mid-Cap Growth RPMGX T Rowe Price Institutional Mid Cap Equity Growth
SMALL VALUE HWSIX Hotchkis and Wiley Small Cap Value-I
LARGE GROWTH JGIRX JPMorgan Intrepid Growth-R5
LARGE GROWTH MTGIX AMG Times Square Small Cap Growth-Inst
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return-Inst
SHORT GOVERNMENT STABLEVALUE JPMorgan Stable Value
Total Available Funds: 15
  • 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 Growth MIEIX MFS Institutional International Equity Fund 90% 3 60 0 0.72% 0%
Others
Moderate Allocation DODBX Dodge & Cox Balanced 93% 3 60 0 0.42% 2.56%
Target Date 2016-2020 RRCTX American Funds Target Date Retirement 2020-R6 8% 3 60 0 0.3% 3.93%
Target Date 2000-2010 RFTTX American Funds Target Date Retirement 2010-R6 8% 3 60 0 0.28% 3.51%
Target Date 2046-2050 RFITX American Funds Target Date Retirement 2050-R6 7% 3 60 0 0.73% 6.2%
Target Date 2036-2040 RFGTX American Funds Target Date Retirement 2040-R6 7% 3 60 0 1.46% 5.7%
Target Date 2026-2030 RFETX American Funds Target Date Retirement 2030-R6 7% 3 60 0 0.33% 4.18%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 4.95%
LARGE VALUE MADVX BlackRock Equity Index-Q 91% 3 60 0 1% 7.21%
Mid-Cap Growth RPMGX T Rowe Price Institutional Mid Cap Equity Growth 87% 3 60 0 1.29% 6.44%
SMALL VALUE HWSIX Hotchkis and Wiley Small Cap Value-I 70% 3 60 0 1.94% 1.95%
LARGE GROWTH JGIRX JPMorgan Intrepid Growth-R5 66% 3 60 0 0.84% 0.99%
LARGE GROWTH MTGIX AMG Times Square Small Cap Growth-Inst 0% 3 60 0 0.8% 1,828%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return-Inst 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE JPMorgan Stable Value 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.82%
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
Related Retirement Plans
THE PEARSON RETIREMENT PLAN
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 7.6% 24.7% 9.5% 10.3% 7.5% 9.0%

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(Ticker:)
The plan consists of 15 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

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



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.