MyPlanIQ NORTHWEST AGC CHAPTERS RETIREMENT PLAN

NORTHWEST AGC CHAPTERS RETIREMENT PLAN Investment Model Portfolios

This Plan is unrated.
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Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
US EQUITY
LARGE BLEND MPGFX Mairs & Power Funds Trust: Mairs & Power Growth Fund
SMALL VALUE NOSGX Northern Funds: Small Cap Value Fund
Mid-Cap Growth MERDX Meridian Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
US EQUITY
LARGE BLEND MPGFX Mairs & Power Funds Trust: Mairs & Power Growth Fund
SMALL VALUE NOSGX Northern Funds: Small Cap Value Fund
Mid-Cap Growth MERDX Meridian Fund
MID-CAP VALUE FLMVX JP Morgan Fleming Mutual Fund Group
SMALL BLEND PSSIX Principal Funds
LARGE GROWTH AGTHX Growth Fund of America
MID-CAP BLEND OMEAX JPMorgan Trust II: JPMorgan Market Expansion Index Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 10
  • 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 CSRSX Cohen & Steers Realty Shares 76% 3 60 0 0.88% 2.1%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares 94% 3 60 0 0.84% 6.96%
US EQUITY
LARGE BLEND MPGFX Mairs & Power Funds Trust: Mairs & Power Growth Fund 100% 3 60 0 0.63% 0.44%
SMALL VALUE NOSGX Northern Funds: Small Cap Value Fund 88% 3 60 0 1% 38.97%
Mid-Cap Growth MERDX Meridian Fund 87% 3 60 0 0.85% 0.13%
MID-CAP VALUE FLMVX JP Morgan Fleming Mutual Fund Group 86% 3 60 0 1.14% 12.03%
SMALL BLEND PSSIX Principal Funds 77% 3 60 0 0.54% 9.18%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 8.93%
MID-CAP BLEND OMEAX JPMorgan Trust II: JPMorgan Market Expansion Index Fund; Class A Shares 0% 3 60 0 0.82% 15.21%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.3%
Average Expense Ratio: 0.78%
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Model Portfolios

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*
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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*
Click to Create Model Portfolio

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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
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