MyPlanIQ 401k Investor MYHRE Global University Investments Profit Sharing & 401(k) Hartford

MYHRE Global University Investments Profit Sharing & 401(k) Hartford

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate R
Emerging Market
DIVERSIFIED EMERGING MKTS PEMRX Pioneer Emerging Markets R
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco International Growth R
Foreign Large Value TEFRX Templeton Foreign R
WORLD STOCK OGLNX Oppenheimer Global N
Others
Retirement Income STLAX Balckrock Lifepath Retirement A
Target Date 2050+ LPRFX Blackrock Lifepath 2050 A
Target Date 2026-2030 LPRDX Blackrock Lifepath 2030 A
US EQUITY
MID-CAP BLEND SMBYX Legg Mason Clearbridge Mid Cap Core R
LARGE GROWTH RGAFX American Funds Europac Growth R1
LARGE BLEND ISFIX Davis New York Venture R
Total Available Funds: 24
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate R
Emerging Market
DIVERSIFIED EMERGING MKTS PEMRX Pioneer Emerging Markets R
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco International Growth R
Foreign Large Value TEFRX Templeton Foreign R
WORLD STOCK OGLNX Oppenheimer Global N
Others
Retirement Income STLAX Balckrock Lifepath Retirement A
Target Date 2050+ LPRFX Blackrock Lifepath 2050 A
Target Date 2026-2030 LPRDX Blackrock Lifepath 2030 A
Target Date 2036-2040 LPREX Blackrock Lifepath 2040 A
Target Date 2016-2020 LPRCX Blackrock Lifepath 2020 A
US EQUITY
MID-CAP BLEND SMBYX Legg Mason Clearbridge Mid Cap Core R
LARGE GROWTH RGAFX American Funds Europac Growth R1
LARGE BLEND ISFIX Davis New York Venture R
Small Growth IHSUX The Hartford Small Company R3
SMALL VALUE GOGFX Victory Small Company Opportunity R
LARGE VALUE MVRRX MFS Value R2
SMALL BLEND SASVX Ridgeworth Small Cap Value A
LARGE GROWTH RGAAX American Funds Growth Fund of Amer R1
MID-CAP BLEND VSVGX Victory Special Value R
Mid-Cap Growth AVTRX American Century Vista R
FIXED INCOME
WORLD BOND OIBNX Oppenheimer International Bond N
Intermediate-Term Bond PTRRX Pimco Total Return R
Intermediate Government MGVSX MFS Government Securities R2
High Yield Bond PHDRX Putnam High Yield Advantage R
Total Available Funds: 24
  • 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 R 78% 3 60 0 1.24% 3.8%
Emerging Market
DIVERSIFIED EMERGING MKTS PEMRX Pioneer Emerging Markets R 0% 3 60 0 2.2% 0%
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco International Growth R 93% 3 60 0 1.27% 1.95%
Foreign Large Value TEFRX Templeton Foreign R 55% 3 60 0 0.85% 2.39%
WORLD STOCK OGLNX Oppenheimer Global N 47% 3 60 0 1.31% 11.48%
Others
Retirement Income STLAX Balckrock Lifepath Retirement A 92% 3 60 0 0.84% 3.43%
Target Date 2050+ LPRFX Blackrock Lifepath 2050 A 89% 3 60 0 0.34% 2.8%
Target Date 2026-2030 LPRDX Blackrock Lifepath 2030 A 55% 3 60 0 0.34% 3.02%
Target Date 2036-2040 LPREX Blackrock Lifepath 2040 A 51% 3 60 0 1.04% 9.77%
Target Date 2016-2020 LPRCX Blackrock Lifepath 2020 A 0% 3 60 0 0.92% 8.05%
US EQUITY
MID-CAP BLEND SMBYX Legg Mason Clearbridge Mid Cap Core R 85% 3 60 0 1.15% 1.86%
LARGE GROWTH RGAFX American Funds Europac Growth R1 75% 3 60 0 0.63% 8.75%
LARGE BLEND ISFIX Davis New York Venture R 68% 3 60 0 0.95% 35.35%
Small Growth IHSUX The Hartford Small Company R3 66% 3 60 0 0.99% 0%
SMALL VALUE GOGFX Victory Small Company Opportunity R 58% 3 60 0 0.85% 7.26%
LARGE VALUE MVRRX MFS Value R2 55% 3 60 0 0.8% 8.19%
SMALL BLEND SASVX Ridgeworth Small Cap Value A 47% 3 60 0 1.46% 15.64%
LARGE GROWTH RGAAX American Funds Growth Fund of Amer R1 36% 3 60 0 1.43% 8.65%
MID-CAP BLEND VSVGX Victory Special Value R 35% 3 60 0 1.15% 10.95%
Mid-Cap Growth AVTRX American Century Vista R 0% 3 60 0 1.53% 0%
FIXED INCOME
WORLD BOND OIBNX Oppenheimer International Bond N 69% 3 60 0 0.71% 4.57%
Intermediate-Term Bond PTRRX Pimco Total Return R 65% 3 60 0 0.8% 3.41%
Intermediate Government MGVSX MFS Government Securities R2 54% 3 60 0 1.51% 3.02%
High Yield Bond PHDRX Putnam High Yield Advantage R 0% 3 60 0 1.25% 6.18%
Average Expense Ratio: 1.07%
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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 15.0% 16.6% 5.8% 5.8% 4.1% 7.1%

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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
The plan consists of 24 funds. It covers 5 major asset classes and 22 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Emerging Market Equity, Foreign Equity and REITs.

This plan is created based on a user's request. We are waiting for his email to change the name of the plan.



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