MyPlanIQ 401k Investor Metastorm 401K Principal

Metastorm 401K Principal

Investment Menu Rating:

Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Pincipal Diversified International
Foreign Large Blend REREX American Funds EuroPacific Growth R3
Others
Conservative Allocation RCLSX Russell LifePoints Conserv
Aggressive Allocation RALSX Russell LifePoints Growth
Conservative Allocation RMLSX Russell LifePoints Moderate
FIXED INCOME
Intermediate-Term Bond PMSIX Principal Bond and Mortgage
US EQUITY
LARGE GROWTH MCGIX American Century/Montag & Caldwell Large Cap Growth
SMALL BLEND RYTFX Royce Total Return S
MID-CAP VALUE GCMAX Goldman Sachs MidCap Value
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Pincipal Diversified International
Foreign Large Blend REREX American Funds EuroPacific Growth R3
Others
Conservative Allocation RCLSX Russell LifePoints Conserv
Aggressive Allocation RALSX Russell LifePoints Growth
Conservative Allocation RMLSX Russell LifePoints Moderate
Moderate Allocation RBLSX Russell LifePoints Balanced
ROOT CASH Principal Money Market
FIXED INCOME
Intermediate-Term Bond PMSIX Principal Bond and Mortgage
US EQUITY
LARGE GROWTH MCGIX American Century/Montag & Caldwell Large Cap Growth
SMALL BLEND RYTFX Royce Total Return S
MID-CAP VALUE GCMAX Goldman Sachs MidCap Value
LARGE BLEND RELSX Russell LifePoints Equity Growth
LARGE GROWTH TRLGX T.Rowe Price Large Cap Blend II
LARGE BLEND PLFIX Principal Large Cap S&P 500 Index
SMALL BLEND PSLIX Principal Small Cap Blend
LARGE BLEND LMVFX Legg Masson Vlue Trust
Mid-Cap Growth TMGFX Turner MidCap Growth
Small Growth MBRSX Emeral Small Cap Growth
LARGE VALUE AHRNX Herndon Large Cap Value I
Total Available Funds: 19
  • 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 Blend PIIIX Pincipal Diversified International 89% 3 60 0 0.78% 4.94%
Foreign Large Blend REREX American Funds EuroPacific Growth R3 57% 3 60 0 0.9% 6.78%
Others
Conservative Allocation RCLSX Russell LifePoints Conserv 92% 3 60 0 0.65% 3.29%
Aggressive Allocation RALSX Russell LifePoints Growth 88% 3 60 0 1.16% 2.56%
Conservative Allocation RMLSX Russell LifePoints Moderate 87% 3 60 0 1% 2.82%
Moderate Allocation RBLSX Russell LifePoints Balanced 78% 3 60 0 0.86% 1.54%
ROOT CASH Principal Money Market 0% 0 60 0 NA 2.6%
FIXED INCOME
Intermediate-Term Bond PMSIX Principal Bond and Mortgage 74% 3 60 0 0.88% 4.11%
US EQUITY
LARGE GROWTH MCGIX American Century/Montag & Caldwell Large Cap Growth 94% 3 60 0 0.73% 9.02%
SMALL BLEND RYTFX Royce Total Return S 93% 3 60 0 1.95% 2.28%
MID-CAP VALUE GCMAX Goldman Sachs MidCap Value 93% 3 60 0 1.18% 7.18%
LARGE BLEND RELSX Russell LifePoints Equity Growth 83% 3 60 0 0.97% 0.97%
LARGE GROWTH TRLGX T.Rowe Price Large Cap Blend II 77% 3 60 0 0.7% 4.96%
LARGE BLEND PLFIX Principal Large Cap S&P 500 Index 76% 3 60 0 0.52% 2.83%
SMALL BLEND PSLIX Principal Small Cap Blend 74% 3 60 0 1.19% 1.91%
LARGE BLEND LMVFX Legg Masson Vlue Trust 24% 3 60 0 0.7% 0.4%
Mid-Cap Growth TMGFX Turner MidCap Growth 0% 3 60 0 1.18% 0%
Small Growth MBRSX Emeral Small Cap Growth 0% 3 60 0 1.46% 52.72%
LARGE VALUE AHRNX Herndon Large Cap Value I 0% 3 60 0 1.06% 15.85%
Average Expense Ratio: 0.99%
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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 0.5% 12.0% 2.5% 4.2% 4.3% 5.3%

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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*
Click to Create Model Portfolio

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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 for Portfolio Details or Follow 0.5% 7.5% 0.8% 5.1% 4.4% 5.0%

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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
The plan consists of 19 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 upon a user's request.



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