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

City of Los Angeles Premiere Deferred Compensation Plan

Investment Menu Rating:

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
LARGE BLEND HIACX Hartford Capital Appreciation HLS - CL IA
SMALL BLEND SVSCX SSgA Russell 2000 Index NL Fund -S
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 0.65% 0%
Foreign Large Blend BTAEX DWS EAFE Equity Index Institutional Fund 0% 3 60 0 0.27% 9.76%
Others
ROOT CASH FDIC Insured Savings Account 0% 1 60 0 NA 5.51%
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Plus Fund 77% 3 60 0 0.02% 1.14%
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Institutional 72% 3 60 0 0.04% 1.23%
LARGE GROWTH AGTHX American Funds Growth Fund of America A 41% 3 60 0 0.3% 0%
LARGE BLEND AIVSX American Funds Investment Company of America A 38% 3 60 0 0.27% 0.92%
LARGE BLEND HIACX Hartford Capital Appreciation HLS - CL IA 4% 3 60 0 0.92% 0.07%
SMALL BLEND SVSCX SSgA Russell 2000 Index NL Fund -S 0% 3 60 0 1.1% 1.31%
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 96% 3 60 0 0.83% 3.76%
Intermediate-Term Bond VBTIX Vanguard Total Bond market Index Fund Inst. 94% 3 60 0 0.15% 3.01%
Average Expense Ratio: 0.5%
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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 0.8% 7.6% 3.4% 6.7% 5.9% 6.5%

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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 for Portfolio Details or Follow 16.5% 18.1% 8.0% 5.2% 7.4% 6.0%

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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 0.4% 11.4% 4.8% 6.0% 6.0% 7.5%

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

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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 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".


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