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MyPlanIQ 401k Investor ANONYMOUS_THE AMETEK RETIREMENT AND SAVINGS PLAN

ANONYMOUS_THE AMETEK RETIREMENT AND SAVINGS PLAN

Waiting for approval. Once it is approved for public use, the portfolio customization will be available.
Tips: Only the pre-defined plans, like 401K, 403B and 529, will get approval. For expert users, they may create any kind of plans for their own use.

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation VWELX Vanguard Wellington Fund
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund
INTERNATIONAL EQUITY
Foreign Large Blend JETIX Artio International Equity Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Moderate Allocation VWELX Vanguard Wellington Fund
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund
EQUITY AM AM
ROOT CASH Vanguard Prime Money Mkt
INTERNATIONAL EQUITY
Foreign Large Blend JETIX Artio International Equity Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
Small Growth PSGIX BlackRock Small Cap Fund
LARGE BLEND VASGX Vanguard LifeStrategy Growth Fund
LARGE BLEND VINIX Vanguard 500 Index Fund
SMALL BLEND KSCIX Keeley Small Cap Value
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
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
Others
Moderate Allocation VWELX Vanguard Wellington Fund 89% 3 60 0 0.17% 11.73%
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund 89% 3 60 0 0.12% 5.71%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund 83% 3 60 0 0.13% 5.55%
EQUITY AM AM 0% 3 60 0 NA 5.16%
ROOT CASH Vanguard Prime Money Mkt 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend JETIX Artio International Equity Fund 93% 3 60 0 0.9% 2.45%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund 99% 3 60 0 0.03% 1.39%
LARGE VALUE VWNFX Vanguard Windsor II Fund 99% 3 60 0 0.26% 11.96%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund 95% 3 60 0 0.31% 17.92%
Small Growth PSGIX BlackRock Small Cap Fund 94% 3 60 0 1% 0.13%
LARGE BLEND VASGX Vanguard LifeStrategy Growth Fund 89% 3 60 0 0.14% 4.48%
LARGE BLEND VINIX Vanguard 500 Index Fund 77% 3 60 0 0.02% 3.04%
SMALL BLEND KSCIX Keeley Small Cap Value 0% 3 60 0 1.1% 7.82%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund 100% 3 60 0 0.15% 3.9%
Average Expense Ratio: 0.36%
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Model Portfolios

Model portfolios of strategic asset allocation and tactical asset allocation will be displayed once the plan is approved for public use.


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*

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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*

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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*

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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 3 major asset classes and 11 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.
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