MyPlanIQ
401k Investor
Root Company Thrift Plus Plan
Investment Options
| Total Available Funds: | 13 |
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| Total Available Funds: | 13 |
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| Total Available Funds: | 13 |
- 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 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.73%
* If you find the above investment options have changed, please
email us the latest change or directly
Modify Investment Options
after you login
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 | 3.6% | 10.3% | 0.3% | 5.0% | 4.0% | 7.0% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| 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 | ||||||
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
* 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.
** 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 13 funds. It covers 5 major asset classes and 12 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.
This plan is created upon a user's request. The following is the info:
Root Thrift Plus Plan
Root Company
275 Clyde Morris Boulevard
Ormond Beach, Fl
Plan has 38 participants and a balance on 6/30/11 of $7,850,000
Wells Fargo (Galliard) Stable Value C - WFVTZ ??
Vanguard Total Bond Market Index Signal - VBTSX
Vanguard 500 Index Signal - VIFSX
Wells Fargo Advantage Growth I - SGRNX
Vanguard Windsor II Admiral - VWNAX
American Funds EuroPacific Gr R5 - RERFX [30 day Round Trip]
Loomis Sales Bond Institutional - LSBDX [60 day Holding Period w/2% Fee]
Dreyfus International Stock Index - DIISX [ 60 day Holding Period w/0% Fee]
Vanguard Inflation Protected Sec - VIPSX
Royce Premier Inv Cl - RYPRX [ 180 day Holding Period w/1% Fee]
Vanguard Small Cap Index Signal - VSISX
Oppenheimer Developing Markets A - ODMAX
T Rowe Price Real Estate - TRREX [90 day Holding Period w/1% Fee]
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