MyPlanIQ 401k Investor The Online 401K Schwab CustomK

The Online 401K Schwab CustomK

Investment Menu Rating:

Investment Options
Total Available Funds: 40
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark International I
Foreign Large Growth ARTIX Artisan International Inv
Foreign Large Blend DIISX Dreyfus Intl Stock Index
Others
ROOT DSEFX Domini Social Eq
Target Date 2026-2030 SWDRX Schwab Target 2030
Target Date 2036-2040 SWERX Schwab Target 2040
FIXED INCOME
Intermediate Government CPTNX American Century Government Bond Inv
Intermediate-Term Bond PRFIX Parnassus Fixed-Income
Intermediate-Term Bond PTTDX PIMCO Total Return D
Total Available Funds: 40
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark International I
Foreign Large Growth ARTIX Artisan International Inv
Foreign Large Blend DIISX Dreyfus Intl Stock Index
Foreign Large Blend HIINX Harbor International Inv
Others
ROOT DSEFX Domini Social Eq
Target Date 2026-2030 SWDRX Schwab Target 2030
Target Date 2036-2040 SWERX Schwab Target 2040
Target Date 2016-2020 SWCRX Schwab Target 2020
Target Date 2000-2010 SWBRX Schwab Target 2010
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Institutional
Retirement Income STLAX BlackRock LifePath Retirement Instl
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Institutional
Conservative Allocation SWCGX Schwab MarketTrack Conservative Investor
Moderate Allocation SWBGX Schwab MarketTrack Balanced Investor
Health SWHFX Schwab Health Care
Moderate Allocation PAXWX Pax World Balanced
Target Date 2016-2020 STLCX BlackRock LifePath 2020 Institutional
ROOT CASH SCHWAB INVESTOR MONEY FUND
FIXED INCOME
Intermediate Government CPTNX American Century Government Bond Inv
Intermediate-Term Bond PRFIX Parnassus Fixed-Income
Intermediate-Term Bond PTTDX PIMCO Total Return D
US EQUITY
MID-CAP BLEND ARGFX ARIEL FUND
LARGE GROWTH JENSX THE JENSEN PORTFOLIO INC CLASS
LARGE VALUE TWEIX American Century Equity Income Inv
LARGE VALUE AAGPX American Beacon Lg Cap Value Plan
LARGE BLEND SNXFX Schwab Total Stock Market Index Sel
SMALL VALUE NOSGX NORTHERN FUNDS SMALL CAP VALUE
LARGE BLEND SWHGX Schwab MarketTrack Growth Investor
LARGE BLEND SWEGX Schwab MarketTrack All Equity Investor
SMALL BLEND SWSSX Schwab Small Cap Index
SMALL BLEND DISSX Dreyfus Small Cap Stock Index
LARGE BLEND SWPPX Schwab S&P 500 Index Sel
LARGE GROWTH CVGRX CALAMOS GROWTH FD CL A
LARGE GROWTH CSIEX Calvert Social Investment Equity A
LARGE BLEND SWTSX Schwab Total Stock Market Index Sel
Small Growth BSCFX Baron Small Cap Retail
MID-CAP BLEND PESPX DREYFUS S&P MIDCAP INDEX FUND
MID-CAP BLEND SMCDX Wells Fargo Advantage Mid Cap Dis Inv
LARGE VALUE UMBIX Columbia Value & Restructuring Z
Total Available Funds: 40
  • 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
REAL ESTATE CSRSX Cohen & Steers Realty Shares 76% 3 60 0 0.88% 2.1%
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark International I 100% 3 60 0 0.75% 2.35%
Foreign Large Growth ARTIX Artisan International Inv 92% 3 60 0 0.97% 9.44%
Foreign Large Blend DIISX Dreyfus Intl Stock Index 81% 3 60 0 0.6% 2.95%
Foreign Large Blend HIINX Harbor International Inv 60% 3 60 0 0.69% 3.26%
Others
ROOT DSEFX Domini Social Eq 98% 3 60 0 0.71% 0.05%
Target Date 2026-2030 SWDRX Schwab Target 2030 97% 3 60 0 0.42% 6.17%
Target Date 2036-2040 SWERX Schwab Target 2040 96% 3 60 0 0.5% 4.92%
Target Date 2016-2020 SWCRX Schwab Target 2020 96% 3 60 0 0.29% 3.18%
Target Date 2000-2010 SWBRX Schwab Target 2010 95% 3 60 0 0.26% 6.62%
Target Date 2026-2030 STLDX BlackRock LifePath 2030 Institutional 94% 3 60 0 0.34% 6.06%
Retirement Income STLAX BlackRock LifePath Retirement Instl 92% 3 60 0 0.84% 5.72%
Target Date 2036-2040 STLEX BlackRock LifePath 2040 Institutional 92% 3 60 0 1.04% 8.28%
Conservative Allocation SWCGX Schwab MarketTrack Conservative Investor 85% 3 60 0 0.5% 2.32%
Moderate Allocation SWBGX Schwab MarketTrack Balanced Investor 75% 3 60 0 0.48% 2.47%
Health SWHFX Schwab Health Care 58% 3 60 0 0.8% 0.65%
Moderate Allocation PAXWX Pax World Balanced 47% 3 60 0 0.65% 3.87%
Target Date 2016-2020 STLCX BlackRock LifePath 2020 Institutional 0% 3 60 0 0.67% 7.52%
ROOT CASH SCHWAB INVESTOR MONEY FUND 0% 1 60 0 NA 2.61%
FIXED INCOME
Intermediate Government CPTNX American Century Government Bond Inv 94% 3 60 0 0.36% 3.84%
Intermediate-Term Bond PRFIX Parnassus Fixed-Income 93% 3 60 0 0.39% 3.58%
Intermediate-Term Bond PTTDX PIMCO Total Return D 65% 3 60 0 0.75% 4.01%
US EQUITY
MID-CAP BLEND ARGFX ARIEL FUND 100% 3 60 0 0.68% 0.13%
LARGE GROWTH JENSX THE JENSEN PORTFOLIO INC CLASS 100% 3 60 0 0.82% 11.27%
LARGE VALUE TWEIX American Century Equity Income Inv 100% 3 60 0 1.18% 1.68%
LARGE VALUE AAGPX American Beacon Lg Cap Value Plan 97% 3 60 0 0.94% 13.36%
LARGE BLEND SNXFX Schwab Total Stock Market Index Sel 97% 3 60 0 0.05% 1.31%
SMALL VALUE NOSGX NORTHERN FUNDS SMALL CAP VALUE 88% 3 60 0 1% 38.97%
LARGE BLEND SWHGX Schwab MarketTrack Growth Investor 85% 3 60 0 0.5% 2.13%
LARGE BLEND SWEGX Schwab MarketTrack All Equity Investor 83% 3 60 0 0.51% 7.34%
SMALL BLEND SWSSX Schwab Small Cap Index 80% 3 60 0 0.04% 1.8%
SMALL BLEND DISSX Dreyfus Small Cap Stock Index 79% 3 60 0 0.5% 15.19%
LARGE BLEND SWPPX Schwab S&P 500 Index Sel 78% 3 60 0 0.02% 1.3%
LARGE GROWTH CVGRX CALAMOS GROWTH FD CL A 52% 3 60 0 1.05% 6.7%
LARGE GROWTH CSIEX Calvert Social Investment Equity A 50% 3 60 0 0.59% 0.17%
LARGE BLEND SWTSX Schwab Total Stock Market Index Sel 42% 3 60 0 0.03% 1.32%
Small Growth BSCFX Baron Small Cap Retail 39% 3 60 0 1.31% 13.32%
MID-CAP BLEND PESPX DREYFUS S&P MIDCAP INDEX FUND 0% 3 60 0 0.51% 12.76%
MID-CAP BLEND SMCDX Wells Fargo Advantage Mid Cap Dis Inv 0% 3 60 0 1.32% 8.77%
LARGE VALUE UMBIX Columbia Value & Restructuring Z 0% 3 60 0 0.97% 13.86%
Average Expense Ratio: 0.64%
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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 -0.1% 4.7% 1.6% 5.1% 4.7% 5.9%

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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 for Portfolio Details or Follow 0.0% 8.8% 1.0% 4.1% 4.4% 5.9%

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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*
Click for Portfolio Details or Follow 0.0% 5.8% 2.6% 6.8% 6.5% 7.7%

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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 to Create Model Portfolio

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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:SCHW)
The plan consists of 41 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.

The Online 401(k) provides various 401K plans for small business. They include ExpressK, CustomK, SingleK, SIMPLE IRA and Super SIMPLE IRA. Both Schwab and TD Ameritrade platforms are provided. Notice The Online 401(k) provides the platform for Intuit 401(k).



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