MyPlanIQ AMERICAN CHAMBER OF COMMERCE EXECUTIVES PROFIT SHARING PLAN

AMERICAN CHAMBER OF COMMERCE EXECUTIVES PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE DFREX DFA Investment Dimensions Group Inc: DFA Real Estate Securities Portfolio; Institutional Class Shares
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Investment Dimensions Group Inc: Emerging Markets Core Equity Portfolio; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA Investment Dimensions Group Inc: DFA International Small Cap Value Portfolio; Institutional Class Shares
Foreign Small/Mid Blend DFISX DFA Investment Dimensions Group Inc: International Small Company Portfolio; Institutional Class Shares
Foreign Large Blend DFALX DFA Investment Dimensions Group Inc: Large Cap International Portfolio; Institutional Class Shares
Others
Target Date 2016-2020 PTBMX Principal Funds
Retirement Income PLSMX Principal Funds
Target Date 2000-2010 PTAMX Principal Funds
FIXED INCOME
Intermediate Government DFIGX DFA Investment Dimensions Group Inc: DFA Intermediate Government Fixed Income Portfolio; Institutional Cl Shs
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE DFREX DFA Investment Dimensions Group Inc: DFA Real Estate Securities Portfolio; Institutional Class Shares
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Investment Dimensions Group Inc: Emerging Markets Core Equity Portfolio; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA Investment Dimensions Group Inc: DFA International Small Cap Value Portfolio; Institutional Class Shares
Foreign Small/Mid Blend DFISX DFA Investment Dimensions Group Inc: International Small Company Portfolio; Institutional Class Shares
Foreign Large Blend DFALX DFA Investment Dimensions Group Inc: Large Cap International Portfolio; Institutional Class Shares
Foreign Large Value DFIVX Dimensional Investment Group Inc: DFA International Value Portfolio; Institutional Class Shares
EUROPE STOCK DFCSX DFA Investment Dimensions Group Inc: Continental Small Company Portfolio; Institutional Class Shares
Foreign Large Blend RERCX EuroPacific Growth Fund; Class R-3 Shares
Others
Target Date 2016-2020 PTBMX Principal Funds
Retirement Income PLSMX Principal Funds
Target Date 2000-2010 PTAMX Principal Funds
FIXED INCOME
Intermediate Government DFIGX DFA Investment Dimensions Group Inc: DFA Intermediate Government Fixed Income Portfolio; Institutional Cl Shs
US EQUITY
SMALL BLEND DFSCX DFA Investment Dimensions Group Inc: US Micro Cap Portfolio; Institutional Class Shares
LARGE BLEND DFUSX Dimensional Investment Group Inc: US Large Company Portfolio; Institutional Class Shares
LARGE VALUE DFLVX DFA Investment Dimensions Group Inc: US Large Cap Value Portfolio; Institutional Class Shares
Small Growth JSCRX Prudential Jennison Small Company Fund
MID-CAP VALUE CMUAX Columbia Funds Series Trust: Columbia Mid Cap Value Fund; Class A Shares
SMALL BLEND PSSMX Principal Funds
LARGE GROWTH RGACX Growth Fund of America
LARGE VALUE RWMCX Washington Mutual Investors Fund; Class R-3 Shares
LARGE BLEND PLFMX Principal Funds
Total Available Funds: 21
  • 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 DFREX DFA Investment Dimensions Group Inc: DFA Real Estate Securities Portfolio; Institutional Class Shares 72% 3 60 0 0.18% 4.07%
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Investment Dimensions Group Inc: Emerging Markets Core Equity Portfolio; Institutional Class Shares 94% 3 60 0 0.4% 3.8%
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA Investment Dimensions Group Inc: DFA International Small Cap Value Portfolio; Institutional Class Shares 100% 3 60 0 0.43% 4.16%
Foreign Small/Mid Blend DFISX DFA Investment Dimensions Group Inc: International Small Company Portfolio; Institutional Class Shares 100% 3 60 0 0.39% 3.19%
Foreign Large Blend DFALX DFA Investment Dimensions Group Inc: Large Cap International Portfolio; Institutional Class Shares 88% 3 60 0 0.17% 3.53%
Foreign Large Value DFIVX Dimensional Investment Group Inc: DFA International Value Portfolio; Institutional Class Shares 80% 3 60 0 0.52% 4.67%
EUROPE STOCK DFCSX DFA Investment Dimensions Group Inc: Continental Small Company Portfolio; Institutional Class Shares 78% 3 60 0 0.39% 3.01%
Foreign Large Blend RERCX EuroPacific Growth Fund; Class R-3 Shares 55% 3 60 0 0.9% 3.5%
Others
Target Date 2016-2020 PTBMX Principal Funds 42% 3 60 0 0.79% 4.72%
Retirement Income PLSMX Principal Funds 29% 3 60 0 1.4% 2.27%
Target Date 2000-2010 PTAMX Principal Funds 0% 3 60 0 0.72% 6.33%
FIXED INCOME
Intermediate Government DFIGX DFA Investment Dimensions Group Inc: DFA Intermediate Government Fixed Income Portfolio; Institutional Cl Shs 90% 3 60 0 0.11% 2.43%
US EQUITY
SMALL BLEND DFSCX DFA Investment Dimensions Group Inc: US Micro Cap Portfolio; Institutional Class Shares 99% 3 60 0 0.41% 2.87%
LARGE BLEND DFUSX Dimensional Investment Group Inc: US Large Company Portfolio; Institutional Class Shares 79% 3 60 0 0.08% 4.68%
LARGE VALUE DFLVX DFA Investment Dimensions Group Inc: US Large Cap Value Portfolio; Institutional Class Shares 77% 3 60 0 0.21% 4.03%
Small Growth JSCRX Prudential Jennison Small Company Fund 43% 3 60 0 0.82% 0.32%
MID-CAP VALUE CMUAX Columbia Funds Series Trust: Columbia Mid Cap Value Fund; Class A Shares 41% 3 60 0 1.13% 1.45%
SMALL BLEND PSSMX Principal Funds 39% 3 60 0 0.54% 4.22%
LARGE GROWTH RGACX Growth Fund of America 37% 3 60 0 0.3% 8.3%
LARGE VALUE RWMCX Washington Mutual Investors Fund; Class R-3 Shares 35% 3 60 0 0.26% 6.41%
LARGE BLEND PLFMX Principal Funds 32% 3 60 0 0.52% 4.06%
Average Expense Ratio: 0.51%
Sign up to get fund ranking change alerts

* 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

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.


Description
The investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.