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MyPlanIQ 401k Investor Ohio Public Employees Deferred Compensation

Ohio Public Employees Deferred Compensation

Investment Menu Rating:

Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge & Cox Balanced
ROOT CASH Money Market
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth
Foreign Large Value TEMFX Templeton Foreign A
Foreign Large Blend VGTSX Vanguard total Intl Stock
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Stock
LARGE GROWTH VHCAX Vanguard Capital Opportunity
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond
Intermediate-Term Bond PTRAX PIMCO Total Return
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge & Cox Balanced
ROOT CASH Money Market
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth
Foreign Large Value TEMFX Templeton Foreign A
Foreign Large Blend VGTSX Vanguard total Intl Stock
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Stock
LARGE GROWTH VHCAX Vanguard Capital Opportunity
LARGE GROWTH FDGRX Fidelity Growth
SMALL BLEND VSCIX Vanguard Small Cap Index
LARGE BLEND VINIX vanguard Inst Index
LARGE GROWTH FMAGX Fidelity Magellan
MID-CAP VALUE FPPTX FPA Capital
LARGE GROWTH JAVLX Janus Twenty
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond
Intermediate-Term Bond PTRAX PIMCO Total Return
Total Available Funds: 16
  • 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
Moderate Allocation DODBX Dodge & Cox Balanced 92% 3 60 0 0.42% 1.67%
ROOT CASH Money Market 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend VWILX Vanguard International Growth 83% 3 60 0 0.45% 6.92%
Foreign Large Value TEMFX Templeton Foreign A 54% 3 60 0 0.85% 4.06%
Foreign Large Blend VGTSX Vanguard total Intl Stock 16% 3 60 0 0.08% 3.29%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.18%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 1.38%
LARGE GROWTH VHCAX Vanguard Capital Opportunity 91% 3 60 0 0.43% 11.12%
LARGE GROWTH FDGRX Fidelity Growth 90% 3 60 0 0.79% 6.05%
SMALL BLEND VSCIX Vanguard Small Cap Index 80% 3 60 0 0.05% 1.54%
LARGE BLEND VINIX vanguard Inst Index 77% 3 60 0 0.02% 3.04%
LARGE GROWTH FMAGX Fidelity Magellan 75% 3 60 0 0.52% 6.8%
MID-CAP VALUE FPPTX FPA Capital 0% 3 60 0 0.92% 5.28%
LARGE GROWTH JAVLX Janus Twenty 0% 3 60 0 0.94% 2.5%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond 100% 3 60 0 0.15% 3.9%
Intermediate-Term Bond PTRAX PIMCO Total Return 66% 3 60 0 0.8% 4.37%
Average Expense Ratio: 0.5%
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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 5.1% 8.3% 9.5% 8.2% 4.8% 6.9%

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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 1.5% 5.8% 9.3% 9.0% 7.5% 8.9%

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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 for Portfolio Details or Follow 4.6% 22.2% 13.4% 5.8% 8.4% 7.2%

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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:OVBC)
The plan consists of 16 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

This plan is a deferred compensation program for Ohio public employees.



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