MyPlanIQ 401k Investor Intuit 401K for Small Businesses

Intuit 401K for Small Businesses

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLAX ING Global Real Estate A
INTERNATIONAL EQUITY
Foreign Large Blend JETIX Artio International Equity II I
Foreign Large Value DODFX Dodge & Cox International Stock
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl
Others
Long-Short CMNIX Calamos Market Neutral Income I
ROOT CASH PMIXX (Money Market)
FIXED INCOME
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
High Yield Bond HYFAX Harbor High-Yield Bond Instl
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLAX ING Global Real Estate A
INTERNATIONAL EQUITY
Foreign Large Blend JETIX Artio International Equity II I
Foreign Large Value DODFX Dodge & Cox International Stock
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl
Others
Long-Short CMNIX Calamos Market Neutral Income I
ROOT CASH PMIXX (Money Market)
FIXED INCOME
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
High Yield Bond HYFAX Harbor High-Yield Bond Instl
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
WORLD BOND TGBAX Templeton Global Bond Adv
US EQUITY
LARGE VALUE DHLRX Diamond Hill Large Cap I
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value
SMALL VALUE ARIMX Aston/River Road Select Value I
Mid-Cap Growth EISMX Eaton Vance Atlanta Capital SMID-Cap I
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock fund
LARGE GROWTH POGRX PRIMECAP Odyssey Growth
LARGE BLEND NBSRX NB socially response investment fund
LARGE VALUE ICSLX MainStay ICAP Select Equity I
Total Available Funds: 19
  • 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
REAL ESTATE
Global Real Estate IGLAX ING Global Real Estate A 69% 3 60 0 1.26% 19.1%
INTERNATIONAL EQUITY
Foreign Large Blend JETIX Artio International Equity II I 98% 3 60 0 1.03% 3.43%
Foreign Large Value DODFX Dodge & Cox International Stock 11% 3 60 0 0.64% 0%
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl 68% 3 60 0 0.74% 6.16%
Others
Long-Short CMNIX Calamos Market Neutral Income I 91% 3 60 0 0.87% 2.66%
ROOT CASH PMIXX (Money Market) 0% 0 60 0 NA 1.27%
FIXED INCOME
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I 96% 3 60 0 0.41% 2.68%
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 86% 3 60 0 0.46% 2.62%
High Yield Bond HYFAX Harbor High-Yield Bond Instl 79% 3 60 0 0.66% 2.75%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv 76% 3 60 0 0.2% 2.22%
WORLD BOND TGBAX Templeton Global Bond Adv 52% 3 60 0 0.64% 4.86%
US EQUITY
LARGE VALUE DHLRX Diamond Hill Large Cap I 89% 3 60 0 0.81% 4.87%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value 82% 3 60 0 1.16% 15.83%
SMALL VALUE ARIMX Aston/River Road Select Value I 79% 3 60 0 1.18% 14.8%
Mid-Cap Growth EISMX Eaton Vance Atlanta Capital SMID-Cap I 37% 3 60 0 1% 3.19%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock fund 23% 3 60 0 0.86% 9.34%
LARGE GROWTH POGRX PRIMECAP Odyssey Growth 23% 3 60 0 0.67% 1.46%
LARGE BLEND NBSRX NB socially response investment fund 12% 3 60 0 0.9% 0%
LARGE VALUE ICSLX MainStay ICAP Select Equity I 0% 3 60 0 0.9% 0%
Average Expense Ratio: 0.8%
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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 2.8% 5.3% 2.2% 2.8% 4.9% 4.9%

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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 4.8% 7.3% 6.0% 6.3% 6.7% 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(Ticker:INTU)
The plan consists of 19 funds. It covers 5 major asset classes and 16 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income, REITs and Commodity.

Last update of the investment options: 5/13/2011

Intuit 401k provides low cost 401(k) plans to small businesses (be aware this is different from Intuit 401K for Employees plan). The investment choices are based on model portfolios from Morningstar Investment Services, Inc. Static model portfolios include conservative, Income & Growth, Moderate Growth, Growth and Aggressive Growth. The following is from its web site:

Asset allocation strategy (illustration)


Currently, the following funds are from its conservative model portfolio and other model portfolios.

 

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