MyPlanIQ 401k Investor Washington State Deferred Compensation Program

Washington State Deferred Compensation Program

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Stock Fund
Others
Moderate Allocation VBINX Socially Responsible Balanced Fund
ROOT CASH Savings Pool
US EQUITY
LARGE BLEND MALRX Active U.S. Core Stock Fund
LARGE BLEND VTSMX U.S. Stock Market Index Fund
SMALL BLEND IWM U.S. Small Stock Index Fund
FIXED INCOME
Intermediate-Term Bond VFICX Washington State Bond Fund
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Stock Fund
Others
Moderate Allocation VBINX Socially Responsible Balanced Fund
ROOT CASH Savings Pool
US EQUITY
LARGE BLEND MALRX Active U.S. Core Stock Fund
LARGE BLEND VTSMX U.S. Stock Market Index Fund
SMALL BLEND IWM U.S. Small Stock Index Fund
LARGE GROWTH FDGRX Fidelity Growth Company Fund
LARGE VALUE LSVEX Active U.S. Value Stock Fund
FIXED INCOME
Intermediate-Term Bond VFICX Washington State Bond Fund
Total Available Funds: 9
  • 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 Stock Fund 0% 1 60 0 0.33% 1.99%
Others
Moderate Allocation VBINX Socially Responsible Balanced Fund 58% 1 60 0 0.23% 1.47%
ROOT CASH Savings Pool 0% 1 60 0 NA 1.27%
US EQUITY
LARGE BLEND MALRX Active U.S. Core Stock Fund 97% 1 60 0 1.05% 36.78%
LARGE BLEND VTSMX U.S. Stock Market Index Fund 80% 1 60 0 0.17% 1.16%
SMALL BLEND IWM U.S. Small Stock Index Fund 80% 1 60 0 0.2% 0.57%
LARGE GROWTH FDGRX Fidelity Growth Company Fund 76% 1 60 0 0.84% 44.04%
LARGE VALUE LSVEX Active U.S. Value Stock Fund 15% 1 60 0 0.64% 7.23%
FIXED INCOME
Intermediate-Term Bond VFICX Washington State Bond Fund 94% 1 60 0 0.2% 3.35%
Average Expense Ratio: 0.46%
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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 7.8% 13.6% 4.9% 6.9% 6.7% 5.6%

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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 5.7% 11.9% 6.8% 8.4% 8.2% 8.2%

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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 9 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.
(Ticker:STFC) has the "Washington State Deferred Compensation Program".
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