MyPlanIQ 401k Investor AMI Benefit 410k

AMI Benefit 410k

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX INVESCO Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Fund
Others
ROOT CASH Federated Auto Cash Management Trust Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
High Yield Bond RITFX American Funds High Income Trust Fund
US EQUITY
Small Growth GTSVX INVESCO Small Cap Growth Fund
LARGE BLEND RFNFX American Funds Fundamental Investors Fund
SMALL VALUE FVADX Franklin Small Cap Value Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX INVESCO Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Fund
Others
ROOT CASH Federated Auto Cash Management Trust Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
High Yield Bond RITFX American Funds High Income Trust Fund
US EQUITY
Small Growth GTSVX INVESCO Small Cap Growth Fund
LARGE BLEND RFNFX American Funds Fundamental Investors Fund
SMALL VALUE FVADX Franklin Small Cap Value Fund
LARGE VALUE CVFYX Pioneer Cullen Value Fund
LARGE GROWTH RGAFX American Funds The Growth Fund of America
Mid-Cap Growth KAUFX Federated Kaufman Fund
MID-CAP VALUE ABSRX Alliance Bernstein Small/Mid Cap Value R Fund
SMALL BLEND FSCTX Fidelity Advisor Small Cap T Fund
MID-CAP BLEND GTAVX INVESCO Mid Cap Core Equity Fund
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 IARIX INVESCO Real Estate Fund 77% 3 60 0 1.24% 3.82%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Fund 94% 3 60 0 0.84% 3.5%
Others
ROOT CASH Federated Auto Cash Management Trust Fund 0% 0 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 4.18%
High Yield Bond RITFX American Funds High Income Trust Fund 89% 3 60 0 0.72% 7.09%
US EQUITY
Small Growth GTSVX INVESCO Small Cap Growth Fund 91% 3 60 0 0.91% 0%
LARGE BLEND RFNFX American Funds Fundamental Investors Fund 88% 3 60 0 0.6% 6.48%
SMALL VALUE FVADX Franklin Small Cap Value Fund 87% 3 60 0 1.73% 4.63%
LARGE VALUE CVFYX Pioneer Cullen Value Fund 83% 3 60 0 0.45% 2.41%
LARGE GROWTH RGAFX American Funds The Growth Fund of America 75% 3 60 0 0.63% 8.1%
Mid-Cap Growth KAUFX Federated Kaufman Fund 64% 3 60 0 2.51% 2%
MID-CAP VALUE ABSRX Alliance Bernstein Small/Mid Cap Value R Fund 61% 3 60 0 0.86% 122.15%
SMALL BLEND FSCTX Fidelity Advisor Small Cap T Fund 50% 3 60 0 2.15% 1.69%
MID-CAP BLEND GTAVX INVESCO Mid Cap Core Equity Fund 0% 3 60 0 0.87% 20.45%
Average Expense Ratio: 1.1%
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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 4.4% 13.3% 1.9% 5.3% 4.9% 7.0%

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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 19 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, REITs and Emerging Market Equity.

This plan is created upon a user's request. 



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