MyPlanIQ 401k Investor JACOBS PROJECT MANAGEMENT COMPANY 401K PLUS SAVINGS PLAN AND TRUST

JACOBS PROJECT MANAGEMENT COMPANY 401K PLUS SAVINGS PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard Specialized Funds: Vanguard REIT Index Fund; Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge And Cox International Stock
Others
Moderate Allocation VBINX Vanguard Valley Forge Funds: Vanguard Balanced Index Fund; Investor Shares
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Institutional Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund Investor Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard Specialized Funds: Vanguard REIT Index Fund; Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge And Cox International Stock
Others
Moderate Allocation VBINX Vanguard Valley Forge Funds: Vanguard Balanced Index Fund; Investor Shares
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Institutional Shares
Convertibles VCVSX Vanguard Convertible Securities Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund Investor Shares
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE BLEND VIIIX Vanguard Institutional Index Fund Institutional Plus Shares
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares
Total Available Funds: 14
  • 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 VGSIX Vanguard Specialized Funds: Vanguard REIT Index Fund; Investor Shares 81% 1 60 0 0.12% 3.94%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge And Cox International Stock 99% 1 60 0 0.52% 2.33%
Others
Moderate Allocation VBINX Vanguard Valley Forge Funds: Vanguard Balanced Index Fund; Investor Shares 93% 1 60 0 0.07% 1.83%
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares 90% 1 60 0 0.17% 12.31%
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Institutional Shares 0% 1 60 0 NA 4.14%
Convertibles VCVSX Vanguard Convertible Securities Fund 0% 1 60 0 0.59% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares 100% 1 60 0 0.15% 3.15%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor Shares 99% 1 60 0 0.03% 1.4%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 98% 1 60 0 0.14% 1.27%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund Investor Shares 97% 1 60 0 0.04% 1.35%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares 95% 1 60 0 0.31% 7.81%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 1 60 0 0.52% 4.95%
LARGE BLEND VIIIX Vanguard Institutional Index Fund Institutional Plus Shares 78% 1 60 0 0.02% 1.37%
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares 76% 1 60 0 0.45% 4.34%
Average Expense Ratio: 0.24%
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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 1.5% 10.9% 2.5% 5.8% 4.8% 7.5%

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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
The plan consists of 14 funds. It covers 4 major asset classes and 12 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and REITs.


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