MyPlanIQ 401k Investor Apartment Investment and Management Company 401(k) Retirement Plan

Apartment Investment and Management Company 401(k) Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
FIXED INCOME
Inflation-Protected Bond PRRIX Pacific Investment Management Company Real Return
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return
US EQUITY
LARGE BLEND FDEQX Fidelity Disciplined Equity
LARGE GROWTH FDGRX Fidelity Growth Company
SMALL BLEND FSLCX Fidelity Small Cap Stock
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
ROOT CASH Money Mkt Tr rtmt Money Mkt Portfolio
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
FIXED INCOME
Inflation-Protected Bond PRRIX Pacific Investment Management Company Real Return
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return
US EQUITY
LARGE BLEND FDEQX Fidelity Disciplined Equity
LARGE GROWTH FDGRX Fidelity Growth Company
SMALL BLEND FSLCX Fidelity Small Cap Stock
SMALL VALUE AVFIX American Beacon Small Cp Val Inst
Small Growth VEXPX Vanguard Explorer
LARGE VALUE MDLVX BlackRock Large Cap Value A
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
LARGE BLEND FUSVX Fidelity Spartan U.S. Equity Index Adv
Total Available Funds: 20
  • 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 FRESX Fidelity Real Estate Investment 97% 3 60 0 0.72% 2.28%
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 1.59%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 2.89%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.26%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 3.21%
ROOT CASH Money Mkt Tr rtmt Money Mkt Portfolio 0% 3 60 0 NA 4.14%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 0%
FIXED INCOME
Inflation-Protected Bond PRRIX Pacific Investment Management Company Real Return 80% 3 60 0 1.37% 4.44%
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return 66% 3 60 0 0.8% 4.94%
US EQUITY
LARGE BLEND FDEQX Fidelity Disciplined Equity 96% 3 60 0 0.37% 0.32%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 4.95%
SMALL BLEND FSLCX Fidelity Small Cap Stock 82% 3 60 0 0.67% 0.02%
SMALL VALUE AVFIX American Beacon Small Cp Val Inst 81% 3 60 0 1.28% 15.5%
Small Growth VEXPX Vanguard Explorer 76% 3 60 0 0.45% 4.34%
LARGE VALUE MDLVX BlackRock Large Cap Value A 36% 3 60 0 0.79% 2.72%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 1.69%
LARGE BLEND FUSVX Fidelity Spartan U.S. Equity Index Adv 0% 3 60 0 0.04% 1.84%
Average Expense Ratio: 0.68%
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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 1.7% 1.6% 6.0% 6.4% 6.3%

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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:AIV)
The plan consists of 22 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity and Fixed Income.


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