MyPlanIQ 401k Investor RLI CORP 401K PLAN

RLI CORP 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Principal Global InvestorsPrincipal Real Estate Securities
REAL ESTATE VGSIX Vanguard GroupVanguard REIT Index Inv Fund
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark Mutual FundsOakmark International I Fund
Foreign Large Blend BJBIX Artio International Equity
WORLD STOCK OPPAX OppenheimerFunds, Inc.Oppenheimer Global A Fund
Others
Target Date 2021-2025 VTTVX Vanguard GroupVanguard Target Retirement 2025 Inv Fund
Target Date 2041-2045 VTIVX Vanguard GroupVanguard Target Retirement 2045 Inv Fund
Retirement Income VTINX Vanguard GroupVanguard Target Retirement Income Inv Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard GroupVanguard Total Bond Market Index Inv Fund
FIXED INCOME VBMFX Fixed Income Option 401(a)/401(k)
Intermediate-Term Bond PTTRX PIMCOPIMCO Total Return Instl Fund
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Principal Global InvestorsPrincipal Real Estate Securities
REAL ESTATE VGSIX Vanguard GroupVanguard REIT Index Inv Fund
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark Mutual FundsOakmark International I Fund
Foreign Large Blend BJBIX Artio International Equity
WORLD STOCK OPPAX OppenheimerFunds, Inc.Oppenheimer Global A Fund
Foreign Large Blend VGTSX Vanguard GroupVanguard Total Intl Stock Index Inv Fund
Others
Target Date 2021-2025 VTTVX Vanguard GroupVanguard Target Retirement 2025 Inv Fund
Target Date 2041-2045 VTIVX Vanguard GroupVanguard Target Retirement 2045 Inv Fund
Retirement Income VTINX Vanguard GroupVanguard Target Retirement Income Inv Fund
Target Date 2031-2035 VTTHX Vanguard GroupVanguard Target Retirement 2035 Inv Fund
Target Date 2051+ VFFVX Vanguard GroupVanguard Target Retirement 2055 Inv Fund
Target Date 2046-2050 VFIFX Vanguard GroupVanguard Target Retirement 2050 Inv Fund
Target Date 2036-2040 VFORX Vanguard GroupVanguard Target Retirement 2040 Inv Fund
Target Date 2026-2030 VTHRX Vanguard GroupVanguard Target Retirement 2030 Inv Fund
Target Date 2016-2020 VTWNX Vanguard GroupVanguard Target Retirement 2020 Inv Fund
Target Date 2011-2015 VTXVX Vanguard GroupVanguard Target Retirement 2015 Inv Fund
Target Date 2000-2010 VTENX Vanguard GroupVanguard Target Retirement 2010 Inv Fund
ROOT CASH Principal Global InvestorsPrincipal Money Market
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard GroupVanguard Total Bond Market Index Inv Fund
FIXED INCOME VBMFX Fixed Income Option 401(a)/401(k)
Intermediate-Term Bond PTTRX PIMCOPIMCO Total Return Instl Fund
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Associates, Inc.T. Rowe Price Equity Income
Small Growth RYVPX Royce & Associates, LLCRoyce Value Plus Service Fund
LARGE VALUE DODGX Dodge & CoxDodge & Cox Stock Fund
LARGE GROWTH PRWAX T. Rowe Price Associates, Inc.T. Rowe Price New America Growth Fund
MID-CAP BLEND MPSIX Principal Global InvestorsMidCap S&P 400 Index Separate Account
SMALL BLEND PSSIX Principal Global InvestorsSmallCap S&P 600 Index Separate Account
SMALL VALUE DHSIX Diamond Hill Capital Mgmt Inc.Diamond Hill Small Cap I Fund
LARGE GROWTH AGTHX American FundsAmerican Funds Growth Fund of America
LARGE BLEND PLFMX Principal Global InvestorsLargeCap S&P 500 Index Separate Account
SMALL VALUE PVSIX Principal Global InvestorsPrincipal SmallCap Value
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 PIREX Principal Global InvestorsPrincipal Real Estate Securities 81% 1 60 0 1.99% 2.89%
REAL ESTATE VGSIX Vanguard GroupVanguard REIT Index Inv Fund 81% 1 60 0 0.12% 4.02%
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark Mutual FundsOakmark International I Fund 100% 1 60 0 0.75% 1.86%
Foreign Large Blend BJBIX Artio International Equity 98% 1 60 0 0.9% 0%
WORLD STOCK OPPAX OppenheimerFunds, Inc.Oppenheimer Global A Fund 49% 1 60 0 1.31% 11.25%
Foreign Large Blend VGTSX Vanguard GroupVanguard Total Intl Stock Index Inv Fund 16% 1 60 0 0.08% 3.43%
Others
Target Date 2021-2025 VTTVX Vanguard GroupVanguard Target Retirement 2025 Inv Fund 97% 1 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX Vanguard GroupVanguard Target Retirement 2045 Inv Fund 97% 1 60 0 0.08% 2.48%
Retirement Income VTINX Vanguard GroupVanguard Target Retirement Income Inv Fund 97% 1 60 0 0.08% 4.2%
Target Date 2031-2035 VTTHX Vanguard GroupVanguard Target Retirement 2035 Inv Fund 96% 1 60 0 0.08% 2.65%
Target Date 2051+ VFFVX Vanguard GroupVanguard Target Retirement 2055 Inv Fund 80% 1 60 0 0.08% 2.39%
Target Date 2046-2050 VFIFX Vanguard GroupVanguard Target Retirement 2050 Inv Fund 75% 1 60 0 0.08% 2.42%
Target Date 2036-2040 VFORX Vanguard GroupVanguard Target Retirement 2040 Inv Fund 70% 1 60 0 0.08% 2.57%
Target Date 2026-2030 VTHRX Vanguard GroupVanguard Target Retirement 2030 Inv Fund 70% 1 60 0 0.08% 2.75%
Target Date 2016-2020 VTWNX Vanguard GroupVanguard Target Retirement 2020 Inv Fund 66% 1 60 0 0.08% 6.24%
Target Date 2011-2015 VTXVX Vanguard GroupVanguard Target Retirement 2015 Inv Fund 0% 1 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX Vanguard GroupVanguard Target Retirement 2010 Inv Fund 0% 1 60 0 0.17% 7.48%
ROOT CASH Principal Global InvestorsPrincipal Money Market 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard GroupVanguard Total Bond Market Index Inv Fund 100% 1 60 0 0.15% 3.17%
FIXED INCOME VBMFX Fixed Income Option 401(a)/401(k) 100% 1 60 0 0.15% 3.17%
Intermediate-Term Bond PTTRX PIMCOPIMCO Total Return Instl Fund 97% 1 60 0 0.83% 3.99%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Associates, Inc.T. Rowe Price Equity Income 97% 1 60 0 1.23% 6.48%
Small Growth RYVPX Royce & Associates, LLCRoyce Value Plus Service Fund 97% 1 60 0 1.24% 0%
LARGE VALUE DODGX Dodge & CoxDodge & Cox Stock Fund 93% 1 60 0 0.52% 6.05%
LARGE GROWTH PRWAX T. Rowe Price Associates, Inc.T. Rowe Price New America Growth Fund 90% 1 60 0 1.06% 5.72%
MID-CAP BLEND MPSIX Principal Global InvestorsMidCap S&P 400 Index Separate Account 82% 1 60 0 0.42% 4.08%
SMALL BLEND PSSIX Principal Global InvestorsSmallCap S&P 600 Index Separate Account 78% 1 60 0 0.54% 4.98%
SMALL VALUE DHSIX Diamond Hill Capital Mgmt Inc.Diamond Hill Small Cap I Fund 77% 1 60 0 1.26% 27.84%
LARGE GROWTH AGTHX American FundsAmerican Funds Growth Fund of America 41% 1 60 0 0.3% 8.43%
LARGE BLEND PLFMX Principal Global InvestorsLargeCap S&P 500 Index Separate Account 32% 1 60 0 0.52% 4.04%
SMALL VALUE PVSIX Principal Global InvestorsPrincipal SmallCap Value 0% 1 60 0 NA 0%
Average Expense Ratio: 0.51%
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Related Retirement Plans
RLI CORP 401K 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 2.7% 10.6% 2.4% 6.6% 5.4% 7.4%

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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 32 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.


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