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MyPlanIQ 401k Investor THE MOTLEY FOOL 401K PLAN

THE MOTLEY FOOL 401K PLAN Investment Model Portfolios

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THE MOTLEY FOOL 401K PLAN
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
WORLD STOCK RWIFX American Funds Capital World Growth & Income R5
US EQUITY
SMALL BLEND PENNX Pennsylvania Mutual Investment
LARGE VALUE VWNFX Vanguard Windsor II
Small Growth RYVPX Royce Value Plus Service
REAL ESTATE
Global Real Estate TAREX Third Avenue Real Estate Value
REAL ESTATE VGSIX Vanguard REIT Index
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
WORLD STOCK RWIFX American Funds Capital World Growth & Income R5
US EQUITY
SMALL BLEND PENNX Pennsylvania Mutual Investment
LARGE VALUE VWNFX Vanguard Windsor II
Small Growth RYVPX Royce Value Plus Service
LARGE VALUE FAIRX Fairholme
SMALL BLEND RSEIX Royce Special Equity Investment
LARGE BLEND RFNFX American Funds Fundamental Investors R5
MID-CAP VALUE VASVX Vanguard Selected Value
LARGE GROWTH RGAFX American Funds Growth Fund of America R5
Mid-Cap Growth ACRNX Columbia Acorn Z
LARGE BLEND VIFSX Vanguard 550 Index FS Signal
REAL ESTATE
Global Real Estate TAREX Third Avenue Real Estate Value
REAL ESTATE VGSIX Vanguard REIT Index
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Intermediate-Term Bond RBFFX American Funds Bond Fund of America R5
Total Available Funds: 21
  • 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
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 100% 3 60 0 0.6% 4.71%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 100% 3 60 0 1.08% 5.91%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 3 60 0 0.78% 6.23%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 97% 3 60 0 0.99% 6%
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050 77% 3 60 0 0.63% 4.34%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 1.4%
WORLD STOCK RWIFX American Funds Capital World Growth & Income R5 92% 3 60 0 0.75% 11.38%
US EQUITY
SMALL BLEND PENNX Pennsylvania Mutual Investment 100% 3 60 0 0.96% 7.21%
LARGE VALUE VWNFX Vanguard Windsor II 99% 3 60 0 0.26% 11.96%
Small Growth RYVPX Royce Value Plus Service 97% 3 60 0 1.24% 16.68%
LARGE VALUE FAIRX Fairholme 97% 3 60 0 1% 0.74%
SMALL BLEND RSEIX Royce Special Equity Investment 95% 3 60 0 2.24% 12.9%
LARGE BLEND RFNFX American Funds Fundamental Investors R5 87% 3 60 0 0.6% 9.54%
MID-CAP VALUE VASVX Vanguard Selected Value 84% 3 60 0 0.43% 13.09%
LARGE GROWTH RGAFX American Funds Growth Fund of America R5 75% 3 60 0 0.63% 11.46%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 3 60 0 1.83% 0%
LARGE BLEND VIFSX Vanguard 550 Index FS Signal 0% 3 60 0 0.05% 2.09%
REAL ESTATE
Global Real Estate TAREX Third Avenue Real Estate Value 90% 3 60 0 1.05% 5.86%
REAL ESTATE VGSIX Vanguard REIT Index 81% 3 60 0 0.12% 3.76%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index 100% 3 60 0 0.15% 3.9%
Intermediate-Term Bond RBFFX American Funds Bond Fund of America R5 75% 3 60 0 0.33% 4.47%
Average Expense Ratio: 0.77%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.1% 6.3% 1.3% 5.4% 4.9% 6.2%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 436.4% 456.7% 81.5% 52.2% 25.5% 19.7%

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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 22 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.


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