Total Available Funds: | 14 |
Asset Class | Ticker | Description | Rating | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||||||
|
|||||||||||||||||||
|
|||||||||||||||||||
|
Total Available Funds: | 14 |
Asset Class | Ticker | Description | Rating | ||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||
|
Total Available Funds: | 14 |
- 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
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 | 7.7% | 19.9% | 5.8% | 10.1% | 6.9% | 8.4% | |
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 to Create Model Portfolio | |||||||
Sign up or Login and subscribe to get rebalance emails for this portfolio |
** 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.
The following is a list of funds in Evraz Oregon 401k plan:
Large cap:
* Allianz RCM Large-Cap Growth Instl - DRLCX
* Dodge & Cox Stock - DODGX
- Schwab S&P 500 Index - SWPPX
Small/Mid cap:
* Artisan Mid Cap Value Investor - ARTQX
* TCM Small Cap Growth - TCMSX
* Vanguard Small Cap Index - VSISX
Intl/Global:
* Artisan International Investor - ARTIX
* Harbor International Instl - HAINX
Bonds:
* Pimco Total Return Instl - PTTRX
Balanced:
* Schwab Managed Retirement Trust 2010 Cl III
* Schwab Managed Retirement Trust 2020 Cl III
* Schwab Managed Retirement Trust 2030 Cl III
* Schwab Managed Retirement Trust 2040 Cl III
* Schwab Managed Retirement Trust 2050 Cl III
* Schwab Managed Retirement Trust Income Cl III