MyPlanIQ 401k Investor Virginia 529 College Savings Plan

Virginia 529 College Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS CNWAX New World FundSM
INTERNATIONAL EQUITY
Foreign Large Blend CEUAX EuroPacific Growth Fund
WORLD STOCK CSPAX SMALLCAP World Fund
WORLD STOCK CWIAX Capital World Growth and Income Fund
Others
Moderate Allocation CLBAX American Balanced Fund
Moderate Allocation CIMAX The Income Fund of America
World Allocation CIRAX Capital Income Builder
US EQUITY
LARGE VALUE CWMAX Washington Mutual Investors FundSM
LARGE GROWTH CGFFX The Growth Fund of America
LARGE BLEND CICAX The Investment Company of America
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS CNWAX New World FundSM
INTERNATIONAL EQUITY
Foreign Large Blend CEUAX EuroPacific Growth Fund
WORLD STOCK CSPAX SMALLCAP World Fund
WORLD STOCK CWIAX Capital World Growth and Income Fund
Foreign Large Value CGIFX International Growth and Income Fund ** should be CGIAX
Others
Moderate Allocation CLBAX American Balanced Fund
Moderate Allocation CIMAX The Income Fund of America
World Allocation CIRAX Capital Income Builder
ROOT CASH American Funds Money Market FundSM
US EQUITY
LARGE VALUE CWMAX Washington Mutual Investors FundSM
LARGE GROWTH CGFFX The Growth Fund of America
LARGE BLEND CICAX The Investment Company of America
LARGE BLEND CFNAX Fundamental InvestorsSM
LARGE GROWTH CNGAX The New Economy Fund
LARGE GROWTH CAFFX AMCAP Fund
FIXED INCOME
Short-Term Bond CBOAX Intermediate Bond Fund of America
Short-Term Bond VFSTX Short-Term Bond Fund of America** should be ASBAX
Intermediate-Term Bond CFAAX The Bond Fund of America
Intermediate Government CGTAX U.S. Government Securities FundSM
High Yield Bond CITAX American High-Income Trust
WORLD BOND CCWAX Capital World Bond Fund
Total Available Funds: 21
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS CNWAX New World FundSM 91% 1 60 0 1.06% 1.82%
INTERNATIONAL EQUITY
Foreign Large Blend CEUAX EuroPacific Growth Fund 94% 1 60 0 0.89% 4.54%
WORLD STOCK CSPAX SMALLCAP World Fund 83% 1 60 0 1.14% 4.4%
WORLD STOCK CWIAX Capital World Growth and Income Fund 59% 1 60 0 0.85% 6.45%
Foreign Large Value CGIFX International Growth and Income Fund ** should be CGIAX 52% 1 60 0 0.77% 2.2%
Others
Moderate Allocation CLBAX American Balanced Fund 86% 1 60 0 0.7% 5.3%
Moderate Allocation CIMAX The Income Fund of America 38% 1 60 0 0.67% 4.91%
World Allocation CIRAX Capital Income Builder 38% 1 60 0 0.69% 4.63%
ROOT CASH American Funds Money Market FundSM 0% 1 60 0 NA 1.27%
US EQUITY
LARGE VALUE CWMAX Washington Mutual Investors FundSM 93% 1 60 0 0.71% 7.19%
LARGE GROWTH CGFFX The Growth Fund of America 65% 1 60 0 0.52% 6.96%
LARGE BLEND CICAX The Investment Company of America 59% 1 60 0 0.7% 6.97%
LARGE BLEND CFNAX Fundamental InvestorsSM 57% 1 60 0 0.71% 7.43%
LARGE GROWTH CNGAX The New Economy Fund 45% 1 60 0 0.9% 7.77%
LARGE GROWTH CAFFX AMCAP Fund 37% 1 60 0 0.59% 6.7%
FIXED INCOME
Short-Term Bond CBOAX Intermediate Bond Fund of America 89% 1 60 0 0.68% 1.01%
Short-Term Bond VFSTX Short-Term Bond Fund of America** should be ASBAX 85% 1 60 0 0.2% 2.83%
Intermediate-Term Bond CFAAX The Bond Fund of America 81% 1 60 0 0.68% 1.67%
Intermediate Government CGTAX U.S. Government Securities FundSM 78% 1 60 0 0.73% 1.13%
High Yield Bond CITAX American High-Income Trust 68% 1 60 0 0.74% 5.01%
WORLD BOND CCWAX Capital World Bond Fund 59% 1 60 0 0.93% 1.72%
Average Expense Ratio: 0.74%
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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 5.1% 12.1% 5.3% 7.5% 5.8% 6.0%

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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 -11.3% -6.4% 0.6% 4.4% 5.2% 5.5%

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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 21 funds. It covers 4 major asset classes and 14 minor asset classes. The major asset classes it covers are Emerging Market Equity, Foreign Equity, Fixed Income and US Equity.

Virginia 529 College Savings Plan, also called CollegeAmerica plan,

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