MyPlanIQ 401k Investor City of Los Angeles Premiere Deferred Compensation Plan

City of Los Angeles Premiere Deferred Compensation Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Blend BTAEX DWS EAFE Equity Index Institutional Fund
Others
ROOT CASH FDIC Insured Savings Account
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Plus Fund
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Institutional
LARGE GROWTH AGTHX American Funds Growth Fund of America A
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
Intermediate-Term Bond VBTIX Vanguard Total Bond market Index Fund Inst.
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Foreign Large Blend BTAEX DWS EAFE Equity Index Institutional Fund
Others
ROOT CASH FDIC Insured Savings Account
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Plus Fund
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Institutional
LARGE GROWTH AGTHX American Funds Growth Fund of America A
LARGE BLEND AIVSX American Funds Investment Company of America A
SMALL BLEND SVSCX SSgA Russell 2000 Index NL Fund -S
LARGE BLEND HIACX Hartford Capital Appreciation HLS - CL IA
MID-CAP VALUE LZMIX Lazard Mid Cap Institutional
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
Intermediate-Term Bond VBTIX Vanguard Total Bond market Index Fund Inst.
Total Available Funds: 12
  • 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 Growth FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.9% 0%
Foreign Large Blend BTAEX DWS EAFE Equity Index Institutional Fund 67% 3 60 0 0.5% 3.88%
Others
ROOT CASH FDIC Insured Savings Account 0% 1 60 0 NA 1.27%
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Plus Fund 92% 3 60 0 0.04% 1.9%
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Institutional 92% 3 60 0 0.08% 1.64%
LARGE GROWTH AGTHX American Funds Growth Fund of America A 62% 3 60 0 0.68% 6.61%
LARGE BLEND AIVSX American Funds Investment Company of America A 62% 3 60 0 0.61% 7.03%
SMALL BLEND SVSCX SSgA Russell 2000 Index NL Fund -S 48% 3 60 0 1.25% 0.49%
LARGE BLEND HIACX Hartford Capital Appreciation HLS - CL IA 4% 3 60 0 0.66% 5.55%
MID-CAP VALUE LZMIX Lazard Mid Cap Institutional 0% 3 60 0 0.93% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund 86% 3 60 0 0.46% 2.62%
Intermediate-Term Bond VBTIX Vanguard Total Bond market Index Fund Inst. 72% 3 60 0 0.07% 2.64%
Average Expense Ratio: 0.56%
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
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 6.8% 12.8% 6.2% 7.1% 6.7% 5.8%

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 for Portfolio Details or Follow 15.5% 17.2% 8.0% 5.3% 7.2% 7.7%

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 plan consists of 15 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
Premiere Global Services, Inc. (Ticker:PGI) has the "City of Los Angeles Premiere Deferred Compensation Plan".
Discussions
comments powered by Disqus


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

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.