MyPlanIQ 401k Investor Indiana College Choice Adivsor 529 Savings Plan

Indiana College Choice Adivsor 529 Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Equity Index A
Foreign Large Blend BJBIX Artio Intl Equity A
US EQUITY
LARGE BLEND IWB Large Cap Index A
Mid-Cap Growth LACAX Columbia Acorn A
LARGE GROWTH TRSAX TRowe Price Large Cap Growth A
FIXED INCOME
Intermediate-Term Bond AGG Core Bond Index A
SHORT GOVERNMENT SHY Short Term Treasury Index A
Inflation-Protected Bond TIP TIPS Index A
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Equity Index A
Foreign Large Blend BJBIX Artio Intl Equity A
US EQUITY
LARGE BLEND IWB Large Cap Index A
Mid-Cap Growth LACAX Columbia Acorn A
LARGE GROWTH TRSAX TRowe Price Large Cap Growth A
LARGE VALUE MDLVX Blackrock Large Cap Value A
FIXED INCOME
Intermediate-Term Bond AGG Core Bond Index A
SHORT GOVERNMENT SHY Short Term Treasury Index A
Inflation-Protected Bond TIP TIPS Index A
Intermediate-Term Bond PTTAX PIMCO Total Return A
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
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Equity Index A 100% 3 60 0 0.33% 2.9%
Foreign Large Blend BJBIX Artio Intl Equity A 98% 3 60 0 0.9% 0%
US EQUITY
LARGE BLEND IWB Large Cap Index A 97% 3 60 0 0.15% 1.23%
Mid-Cap Growth LACAX Columbia Acorn A 46% 3 60 0 1.83% 0%
LARGE GROWTH TRSAX TRowe Price Large Cap Growth A 36% 3 60 0 0.93% 3.49%
LARGE VALUE MDLVX Blackrock Large Cap Value A 35% 3 60 0 0.79% 2.72%
FIXED INCOME
Intermediate-Term Bond AGG Core Bond Index A 100% 3 60 0 0.03% 3.24%
SHORT GOVERNMENT SHY Short Term Treasury Index A 98% 3 60 0 0.15% 3.11%
Inflation-Protected Bond TIP TIPS Index A 97% 3 60 0 0.19% 2.76%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.84%
Average Expense Ratio: 0.61%
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* 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 3.2% 10.1% 0.7% 4.7% 4.3% 6.2%

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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 10 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

CollegeChoice Advisor is a 529 college savings plan with a difference. This flexible program gives you the freedom to choose your beneficiary, investments, and contribution. It also offers a variety of additional features and benefits, from sophisticated online account access to investment management from respected asset managers. This plan is offered through financial advisors. 

This plan has two identical classes: A and C shares for each fund. We only list class A shares. Class C share portfolios can be mirrored using the same fund of C class. Notice also for iShares funds, we use iShares ETFs as proxies. 

For further information, please visit the the Plan official website.



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