MyPlanIQ 401k Investor Securian Financial Group 401K

Securian Financial Group 401K

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value
REAL ESTATE
REAL ESTATE IRSYX Ivy Real Estate Securities Class Y
INTERNATIONAL EQUITY
Foreign Small/Mid Value DFISX DFA International Small Company
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Value GMIEX GMO International Core Equity Class III
Others
Aggressive Allocation VASGX Vanguard LifeStrategy Growth
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth
US EQUITY
Small Growth VISGX Vanguard Small-Cap Growth Index Investor Shares
LARGE BLEND VFINX Advantus S&P 500
Mid-Cap Growth GSMYX Goldman Sachs Mid Cap Growth
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value
REAL ESTATE
REAL ESTATE IRSYX Ivy Real Estate Securities Class Y
INTERNATIONAL EQUITY
Foreign Small/Mid Value DFISX DFA International Small Company
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Value GMIEX GMO International Core Equity Class III
Others
Aggressive Allocation VASGX Vanguard LifeStrategy Growth
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth
Technology DRGTX Allianz RCM Technology Institutional Shares
Health AHSAX Alger Health Sciences Class A
Natural Resources IGNYX Ivy Global Natural Resources Class Y
ROOT CASH Advantus Money Market
US EQUITY
Small Growth VISGX Vanguard Small-Cap Growth Index Investor Shares
LARGE BLEND VFINX Advantus S&P 500
Mid-Cap Growth GSMYX Goldman Sachs Mid Cap Growth
LARGE VALUE DODGX Dodge & Cox Stock
SMALL BLEND DFSTX DFA U.S. Small Cap
SMALL BLEND ARSIX Aston/River Road Small Cap Value Class I
MID-CAP BLEND VEMSX Vanguard Extended Market Index Signal
LARGE GROWTH TSGEX Turner Large Cap Growth
LARGE GROWTH JAVLX Janus Concentrated Large Growth
FIXED INCOME
WORLD BOND TPINX Templeton Global Bond Class A
High Yield Bond PHIYX PIMCO High Yield Fund Institutional
Intermediate-Term Bond VIBSX Vanguard Intermediate-Term Bond Index Signal
Total Available Funds: 24
  • 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 96% 3 60 0 0.44% 4.53%
REAL ESTATE
REAL ESTATE IRSYX Ivy Real Estate Securities Class Y 31% 3 60 0 0.93% 1.97%
INTERNATIONAL EQUITY
Foreign Small/Mid Value DFISX DFA International Small Company 100% 3 60 0 0.39% 3.03%
Foreign Large Value DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.33%
Foreign Large Value GMIEX GMO International Core Equity Class III 0% 3 60 0 0.53% 31.95%
Others
Aggressive Allocation VASGX Vanguard LifeStrategy Growth 89% 3 60 0 0.14% 1.97%
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth 89% 3 60 0 0.12% 2.84%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth 83% 3 60 0 0.13% 2.53%
Technology DRGTX Allianz RCM Technology Institutional Shares 58% 3 60 0 1.17% 11.51%
Health AHSAX Alger Health Sciences Class A 43% 3 60 0 1.05% 0%
Natural Resources IGNYX Ivy Global Natural Resources Class Y 42% 3 60 0 1.08% 0%
ROOT CASH Advantus Money Market 0% 1 60 0 NA 4.14%
US EQUITY
Small Growth VISGX Vanguard Small-Cap Growth Index Investor Shares 100% 3 60 0 0.07% 0.54%
LARGE BLEND VFINX Advantus S&P 500 98% 3 60 0 0.14% 1.27%
Mid-Cap Growth GSMYX Goldman Sachs Mid Cap Growth 93% 3 60 0 1.25% 0%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 4.95%
SMALL BLEND DFSTX DFA U.S. Small Cap 71% 3 60 0 0.27% 1.12%
SMALL BLEND ARSIX Aston/River Road Small Cap Value Class I 61% 3 60 0 1.01% 4.73%
MID-CAP BLEND VEMSX Vanguard Extended Market Index Signal 0% 3 60 0 0.14% 1.48%
LARGE GROWTH TSGEX Turner Large Cap Growth 0% 3 60 0 NA 0%
LARGE GROWTH JAVLX Janus Concentrated Large Growth 0% 3 60 0 0.94% 0%
FIXED INCOME
WORLD BOND TPINX Templeton Global Bond Class A 73% 3 60 0 0.96% 3.86%
High Yield Bond PHIYX PIMCO High Yield Fund Institutional 72% 3 60 0 0.66% 5.61%
Intermediate-Term Bond VIBSX Vanguard Intermediate-Term Bond Index Signal 0% 3 60 0 0.11% 4.88%
Average Expense Ratio: 0.57%
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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 -3.4% -4.0% 2.6% 2.1% 7.0% 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 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 24 funds. It covers 5 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs, Foreign Equity and Emerging Market Equity.

This plan is created upon a user's request.



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