MyPlanIQ 401k Investor AVIVA SAVINGS and RETIREMENT PLAN

AVIVA SAVINGS and RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE REACX American Century Real Estate Inv
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend REREX American Funds EuroPacific Gr R4
US EQUITY
LARGE VALUE EILVX Eaton Vance Large-Cap Value I
Mid-Cap Growth TMDIX TimeSquare Mid Cap Growth
Small Growth JISGX JPMorgan Small Cap Growth Inst
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
SHORT GOVERNMENT STABLEVALUE Guaranteed Income Fund
Intermediate-Term Bond IPCBX PIMCO Core Plus Bond
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE REACX American Century Real Estate Inv
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend REREX American Funds EuroPacific Gr R4
US EQUITY
LARGE VALUE EILVX Eaton Vance Large-Cap Value I
Mid-Cap Growth TMDIX TimeSquare Mid Cap Growth
Small Growth JISGX JPMorgan Small Cap Growth Inst
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl
LARGE BLEND VINIX Vanguard Institutional Index Instl
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
SMALL VALUE PZVAX Kennedy Small Cap Value
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
SHORT GOVERNMENT STABLEVALUE Guaranteed Income Fund
Intermediate-Term Bond IPCBX PIMCO Core Plus Bond
Total Available Funds: 14
  • 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
REAL ESTATE
REAL ESTATE REACX American Century Real Estate Inv 69% 3 60 0 0.8% 2.4%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z 99% 3 60 0 1.48% 0%
Foreign Large Blend REREX American Funds EuroPacific Gr R4 56% 3 60 0 0.9% 3.69%
US EQUITY
LARGE VALUE EILVX Eaton Vance Large-Cap Value I 90% 3 60 0 0.77% 3.28%
Mid-Cap Growth TMDIX TimeSquare Mid Cap Growth 90% 3 60 0 1.18% 4.52%
Small Growth JISGX JPMorgan Small Cap Growth Inst 89% 3 60 0 1.24% 0%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl 83% 3 60 0 1.18% 5.28%
LARGE BLEND VINIX Vanguard Institutional Index Instl 78% 3 60 0 0.02% 3.37%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 39% 3 60 0 0.3% 8.45%
SMALL VALUE PZVAX Kennedy Small Cap Value 0% 3 60 0 1.68% 0%
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal 0% 3 60 0 0.14% 1.15%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 3 60 0 0.15% 3.17%
SHORT GOVERNMENT STABLEVALUE Guaranteed Income Fund 16% 0 60 0 NA 29.1%
Intermediate-Term Bond IPCBX PIMCO Core Plus Bond 0% 3 60 0 0.57% 4.64%
Average Expense Ratio: 0.8%
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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 7.4% 22.8% 8.1% 9.2% 7.0% 8.7%

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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 14 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.

This plan is created upon a user's request. 



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