MyPlanIQ 401k Investor Prometheus Laboratories Inc. 401K

Prometheus Laboratories Inc. 401K

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Blend EXOSX Manning & Napier Overseas
Others
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv
US EQUITY
LARGE BLEND VFINX S&P 500 Index
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
LARGE GROWTH VIGIX S&P500/CitiGroup Growth Stock Index
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Blend EXOSX Manning & Napier Overseas
Others
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv
Health PRHSX T. Rowe Price Health Sciences
ROOT CASH Generic Money Market
US EQUITY
LARGE BLEND VFINX S&P 500 Index
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
LARGE GROWTH VIGIX S&P500/CitiGroup Growth Stock Index
LARGE GROWTH MAFGX BlackRock Capital Appreciation Instl
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value
SMALL VALUE DFFVX DFA US Targeted Value I
LARGE VALUE VIVIX S&P500/CitiGroup Value Stock Index
LARGE VALUE DFLVX DFA US Large Cap Value I
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth
SMALL VALUE DFSVX DFA US Small Cap Value I
Mid-Cap Growth WMGYX Ivy Mid Cap Growth Y
SMALL BLEND PASSX T. Rowe Price Small-Cap Stock Adv
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal
Small Growth ATSIX Aston/TAMRO Small Cap I
LARGE VALUE CDOZX Columbia Dividend Opportunity Z
FIXED INCOME
Short-Term Bond PTLDX PIMCO Low Duration Instl
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y
WORLD BOND TPINX Templeton Global Bond A
Total Available Funds: 26
  • 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 DFEVX DFA Emerging Markets Value I 96% 1 60 0 0.44% 4.55%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock 99% 1 60 0 0.52% 2.42%
Foreign Large Blend EXOSX Manning & Napier Overseas 96% 1 60 0 0.06% 1.32%
Others
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv 89% 1 60 0 0.14% 3.22%
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv 89% 1 60 0 0.12% 5.48%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv 84% 1 60 0 0.13% 4.2%
Health PRHSX T. Rowe Price Health Sciences 64% 1 60 0 0.8% 5.03%
ROOT CASH Generic Money Market 0% 1 60 0 NA 2.67%
US EQUITY
LARGE BLEND VFINX S&P 500 Index 98% 1 60 0 0.14% 1.56%
MID-CAP VALUE JMVAX Perkins Mid Cap Value I 91% 1 60 0 0.91% 9.91%
LARGE GROWTH VIGIX S&P500/CitiGroup Growth Stock Index 83% 1 60 0 0.04% 0.72%
LARGE GROWTH MAFGX BlackRock Capital Appreciation Instl 83% 1 60 0 1.33% 3.94%
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value 81% 1 60 0 0.83% 8.26%
SMALL VALUE DFFVX DFA US Targeted Value I 79% 1 60 0 0.29% 2.72%
LARGE VALUE VIVIX S&P500/CitiGroup Value Stock Index 79% 1 60 0 0.04% 2.81%
LARGE VALUE DFLVX DFA US Large Cap Value I 77% 1 60 0 0.21% 4%
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth 77% 1 60 0 0.7% 2.43%
SMALL VALUE DFSVX DFA US Small Cap Value I 75% 1 60 0 0.52% 4.37%
Mid-Cap Growth WMGYX Ivy Mid Cap Growth Y 57% 1 60 0 0.79% 6.47%
SMALL BLEND PASSX T. Rowe Price Small-Cap Stock Adv 37% 1 60 0 1.17% 4.01%
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal 0% 1 60 0 0.06% 1.97%
Small Growth ATSIX Aston/TAMRO Small Cap I 0% 1 60 0 1% 43.83%
LARGE VALUE CDOZX Columbia Dividend Opportunity Z 0% 1 60 0 0.86% NA
FIXED INCOME
Short-Term Bond PTLDX PIMCO Low Duration Instl 90% 1 60 0 1.05% 4.09%
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y 85% 1 60 0 0.74% 4.59%
WORLD BOND TPINX Templeton Global Bond A 73% 1 60 0 0.96% 4.13%
Average Expense Ratio: 0.55%
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Related Retirement Plans
PROMETHEUS LABORATORIES, INC. 401(K) PLAN
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 7.0% 14.4% 4.2% 8.1% 5.2% 6.8%

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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:)
The plan consists of 26 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.

This plan is created upon a user's request.



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