MyPlanIQ 401k Investor LDH Energy 401(K)

LDH Energy 401(K)

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE MSUSX Morgan Stanley Institutional Funds US REAL EST I
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA EMRG MKT CORE EQ
INTERNATIONAL EQUITY
Foreign Large Value OAKIX OAKMARK INTL I
Foreign Large Growth AIEVX Invesco INTL GROWTH I
Foreign Large Blend FSIIX Fidelity Spartan INTL INDEX ADV
Others
Target Date 2041-2045 VTIVX Vanguard TARGET Retirement 2045
Retirement Income VTINX Vanguard TARGET Retirement INC
Target Date 2031-2035 VTTHX Vanguard TARGET Retirement 2035
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RT INST
High Yield Bond SPHIX Fidelity HIGH INCOME
High Yield Bond PHIYX PIMCO HIGH YIELD INST
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE MSUSX Morgan Stanley Institutional Funds US REAL EST I
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA EMRG MKT CORE EQ
INTERNATIONAL EQUITY
Foreign Large Value OAKIX OAKMARK INTL I
Foreign Large Growth AIEVX Invesco INTL GROWTH I
Foreign Large Blend FSIIX Fidelity Spartan INTL INDEX ADV
Others
Target Date 2041-2045 VTIVX Vanguard TARGET Retirement 2045
Retirement Income VTINX Vanguard TARGET Retirement INC
Target Date 2031-2035 VTTHX Vanguard TARGET Retirement 2035
Target Date 2050+ VFFVX Vanguard TARGET Retirement 2055
Target Date 2050+ VFIFX Vanguard TARGET Retirement 2050
Target Date 2036-2040 VFORX Vanguard TARGET Retirement 2040
Target Date 2026-2030 VTHRX Vanguard TARGET Retirement 2030
Target Date 2016-2020 VTWNX Vanguard TARGET Retirement 2020
ROOT CASH Fidelity MGD INC PORT
Target Date 2000-2010 VTOVX Vanguard TARGET Retirement 2025
Target Date 2011-2015 VTXVX Vanguard TARGET Retirement 2015
Target Date 2000-2010 VTENX Vanguard TARGET Retirement 2010
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RT INST
High Yield Bond SPHIX Fidelity HIGH INCOME
High Yield Bond PHIYX PIMCO HIGH YIELD INST
US EQUITY
LARGE GROWTH FBGRX Fidelity BLUE CHIP GR
LARGE VALUE FEQIX Fidelity EQUITY INC
MID-CAP VALUE GCMAX Goldman Sachs MID CAP VALUE A
LARGE GROWTH FDGRX Fidelity GROWTH COMPANY
Mid-Cap Growth ARTMX ARTISAN MID CAP INV
MID-CAP VALUE ABSIX Alliance/Bernstein SMMDCP VL I
SMALL BLEND FSLCX Fidelity SMALL CAP STOCK
LARGE BLEND FSMAX Fidelity Spartan 500 INDEX ADV
MID-CAP BLEND FLPSX Fidelity LOW PRICED STK
MID-CAP BLEND FSEVX Fidelity Spartan EXT MKT IDX ADV
LARGE GROWTH FDFFX Fidelity INDEPENDENCE
Total Available Funds: 31
  • 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 MSUSX Morgan Stanley Institutional Funds US REAL EST I 70% 3 60 0 0.83% 2.29%
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA EMRG MKT CORE EQ 94% 3 60 0 0.4% 3.62%
INTERNATIONAL EQUITY
Foreign Large Value OAKIX OAKMARK INTL I 100% 3 60 0 0.75% 1.9%
Foreign Large Growth AIEVX Invesco INTL GROWTH I 93% 3 60 0 1.27% 0.92%
Foreign Large Blend FSIIX Fidelity Spartan INTL INDEX ADV 86% 3 60 0 0.17% 0%
Others
Target Date 2041-2045 VTIVX Vanguard TARGET Retirement 2045 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard TARGET Retirement INC 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard TARGET Retirement 2035 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFFVX Vanguard TARGET Retirement 2055 80% 3 60 0 0.08% 1.85%
Target Date 2050+ VFIFX Vanguard TARGET Retirement 2050 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard TARGET Retirement 2040 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard TARGET Retirement 2030 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard TARGET Retirement 2020 66% 3 60 0 0.08% 4.48%
ROOT CASH Fidelity MGD INC PORT 0% 0 60 0 NA 4.14%
Target Date 2000-2010 VTOVX Vanguard TARGET Retirement 2025 0% 3 60 0 NA 2.78%
Target Date 2011-2015 VTXVX Vanguard TARGET Retirement 2015 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard TARGET Retirement 2010 0% 3 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RT INST 97% 3 60 0 0.83% 3.98%
High Yield Bond SPHIX Fidelity HIGH INCOME 92% 3 60 0 1.16% 4.08%
High Yield Bond PHIYX PIMCO HIGH YIELD INST 72% 3 60 0 0.66% 5.61%
US EQUITY
LARGE GROWTH FBGRX Fidelity BLUE CHIP GR 99% 3 60 0 0.69% 0%
LARGE VALUE FEQIX Fidelity EQUITY INC 98% 3 60 0 0.57% 1.67%
MID-CAP VALUE GCMAX Goldman Sachs MID CAP VALUE A 93% 3 60 0 1.18% 0.54%
LARGE GROWTH FDGRX Fidelity GROWTH COMPANY 90% 3 60 0 0.79% 4.95%
Mid-Cap Growth ARTMX ARTISAN MID CAP INV 88% 3 60 0 0.96% 0%
MID-CAP VALUE ABSIX Alliance/Bernstein SMMDCP VL I 87% 3 60 0 1.08% 0.66%
SMALL BLEND FSLCX Fidelity SMALL CAP STOCK 82% 3 60 0 0.67% 0.02%
LARGE BLEND FSMAX Fidelity Spartan 500 INDEX ADV 70% 3 60 0 0.03% 1.13%
MID-CAP BLEND FLPSX Fidelity LOW PRICED STK 1% 3 60 0 0.92% 1.69%
MID-CAP BLEND FSEVX Fidelity Spartan EXT MKT IDX ADV 0% 3 60 0 0.07% 1.17%
LARGE GROWTH FDFFX Fidelity INDEPENDENCE 0% 3 60 0 0.85% 0%
Average Expense Ratio: 0.51%
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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 3.2% 13.2% 2.4% 5.0% 9.5% 10.3%

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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:)
The plan consists of 31 funds. It covers 5 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity, REITs and Fixed Income.

This plan is created upon a user's request. 



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