MyPlanIQ
401k Investor
Evraz Inc NA Oregon 401k
Investment Options
| Total Available Funds: | 14 |
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| Total Available Funds: | 14 |
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| 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.47%
* If you find the above investment options have changed, please
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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 | 0.4% | 9.5% | 5.0% | 8.2% | 6.6% | 7.1% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| 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 to Create Model Portfolio | ||||||
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| 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* |
|
|
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Click for Portfolio Details or Follow | -0.4% | 7.7% | 6.3% | 8.9% | 8.7% | |
| Sign up or Login and subscribe 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* |
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|
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.
** 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 16 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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
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