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MyPlanIQ 401k Investor Colorado Public Employees Retirement Association (PERA) DC (Defined Contribution) Plan

Colorado Public Employees Retirement Association (PERA) DC (Defined Contribution) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 120
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American EuroPacific Growth
Foreign Large Blend RERFX American EuroPacific Growth
Foreign Large Blend RERFX American EuroPacific Growth
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund
SMALL BLEND NAESX Vanguard Small Cap Index Fund
SMALL BLEND NAESX Vanguard Small Cap Index Fund
Total Available Funds: 120
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Moderate Allocation DODBX Dodge & Cox Balanced Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Moderate Allocation PAXIX PAX World Balanced Instl
ROOT CASH Money Market
ROOT CASH Money Market
ROOT CASH Money Market
ROOT CASH Money Market
ROOT CASH Money Market
ROOT CASH Money Market
ROOT CASH Money Market
ROOT CASH Money Market
ROOT CASH Money Market
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American EuroPacific Growth
Foreign Large Blend RERFX American EuroPacific Growth
Foreign Large Blend RERFX American EuroPacific Growth
Foreign Large Blend RERFX American EuroPacific Growth
Foreign Large Blend RERFX American EuroPacific Growth
Foreign Large Blend RERFX American EuroPacific Growth
Foreign Large Blend RERFX American EuroPacific Growth
Foreign Large Blend RERFX American EuroPacific Growth
Foreign Large Blend RERFX American EuroPacific Growth
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund
SMALL BLEND NAESX Vanguard Small Cap Index Fund
SMALL BLEND NAESX Vanguard Small Cap Index Fund
SMALL BLEND NAESX Vanguard Small Cap Index Fund
SMALL BLEND NAESX Vanguard Small Cap Index Fund
SMALL BLEND NAESX Vanguard Small Cap Index Fund
SMALL BLEND NAESX Vanguard Small Cap Index Fund
SMALL BLEND NAESX Vanguard Small Cap Index Fund
SMALL BLEND NAESX Vanguard Small Cap Index Fund
MID-CAP VALUE VMVIX Vanguard Mid Cap Index
MID-CAP VALUE VMVIX Vanguard Mid Cap Index
MID-CAP VALUE VMVIX Vanguard Mid Cap Index
MID-CAP VALUE VMVIX Vanguard Mid Cap Index
MID-CAP VALUE VMVIX Vanguard Mid Cap Index
MID-CAP VALUE VMVIX Vanguard Mid Cap Index
MID-CAP VALUE VMVIX Vanguard Mid Cap Index
MID-CAP VALUE VMVIX Vanguard Mid Cap Index
MID-CAP VALUE VMVIX Vanguard Mid Cap Index
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
Small Growth TCMSX TCM Small Cap Growth Fund
Small Growth TCMSX TCM Small Cap Growth Fund
Small Growth TCMSX TCM Small Cap Growth Fund
Small Growth TCMSX TCM Small Cap Growth Fund
Small Growth TCMSX TCM Small Cap Growth Fund
Small Growth TCMSX TCM Small Cap Growth Fund
Small Growth TCMSX TCM Small Cap Growth Fund
Small Growth TCMSX TCM Small Cap Growth Fund
Small Growth TCMSX TCM Small Cap Growth Fund
SMALL BLEND PRSVX T. Rowe Price Small Cap Value
SMALL BLEND PRSVX T. Rowe Price Small Cap Value
SMALL BLEND PRSVX T. Rowe Price Small Cap Value
SMALL BLEND PRSVX T. Rowe Price Small Cap Value
SMALL BLEND PRSVX T. Rowe Price Small Cap Value
SMALL BLEND PRSVX T. Rowe Price Small Cap Value
SMALL BLEND PRSVX T. Rowe Price Small Cap Value
SMALL BLEND PRSVX T. Rowe Price Small Cap Value
SMALL BLEND PRSVX T. Rowe Price Small Cap Value
LARGE BLEND VINIX Vanguard Institutional Index
LARGE BLEND VINIX Vanguard Institutional Index
LARGE BLEND VINIX Vanguard Institutional Index
LARGE BLEND VINIX Vanguard Institutional Index
LARGE BLEND VINIX Vanguard Institutional Index
LARGE BLEND VINIX Vanguard Institutional Index
LARGE BLEND VINIX Vanguard Institutional Index
LARGE BLEND VINIX Vanguard Institutional Index
LARGE BLEND VINIX Vanguard Institutional Index
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity
LARGE BLEND PRGIX PERA Growth & Income Fund (managed by PERA)
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity
LARGE BLEND PRGIX PERA Growth & Income Fund (managed by PERA)
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity
FIXED INCOME
Short-Term Bond PTLDX PIMCO Low Duration Fund
Intermediate-Term Bond PTRAX PIMCO Total Return Fund
SHORT GOVERNMENT BUSAX Northern Inst Gov Select
Total Available Funds: 120
  • 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 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 8.19%
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 8.19%
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 8.19%
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 8.19%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 6.86%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 6.86%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 6.86%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 6.86%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 6.86%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 6.86%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 6.86%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 7.58%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 7.58%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 7.58%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 7.58%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 7.58%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 7.58%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 7.58%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 7.58%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 7.58%
Moderate Allocation DODBX Dodge & Cox Balanced Fund 92% 3 60 0 0.42% 1.66%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 4.99%
Moderate Allocation PAXIX PAX World Balanced Instl 75% 3 60 0 0.65% 9.42%
ROOT CASH Money Market 0% 1 60 0 NA 2.53%
ROOT CASH Money Market 0% 1 60 0 NA 2.53%
ROOT CASH Money Market 0% 1 60 0 NA 2.53%
ROOT CASH Money Market 0% 1 60 0 NA 2.53%
ROOT CASH Money Market 0% 1 60 0 NA 2.53%
ROOT CASH Money Market 0% 1 60 0 NA 2.53%
ROOT CASH Money Market 0% 1 60 0 NA 2.53%
ROOT CASH Money Market 0% 1 60 0 NA 2.53%
ROOT CASH Money Market 0% 1 60 0 NA 2.53%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American EuroPacific Growth 94% 3 60 0 0.84% 13.89%
Foreign Large Blend RERFX American EuroPacific Growth 94% 3 60 0 0.84% 13.89%
Foreign Large Blend RERFX American EuroPacific Growth 94% 3 60 0 0.84% 13.89%
Foreign Large Blend RERFX American EuroPacific Growth 94% 3 60 0 0.84% 13.89%
Foreign Large Blend RERFX American EuroPacific Growth 94% 3 60 0 0.84% 13.89%
Foreign Large Blend RERFX American EuroPacific Growth 94% 3 60 0 0.84% 13.89%
Foreign Large Blend RERFX American EuroPacific Growth 94% 3 60 0 0.84% 13.89%
Foreign Large Blend RERFX American EuroPacific Growth 94% 3 60 0 0.84% 13.89%
Foreign Large Blend RERFX American EuroPacific Growth 94% 3 60 0 0.84% 13.89%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 3 60 0 0.03% 1.38%
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 3 60 0 0.03% 1.38%
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 3 60 0 0.03% 1.38%
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 3 60 0 0.03% 1.38%
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 3 60 0 0.03% 1.38%
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 3 60 0 0.03% 1.38%
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 3 60 0 0.03% 1.38%
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 3 60 0 0.03% 1.38%
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 3 60 0 0.03% 1.38%
MID-CAP VALUE VMVIX Vanguard Mid Cap Index 96% 3 60 0 0.19% 2.14%
MID-CAP VALUE VMVIX Vanguard Mid Cap Index 96% 3 60 0 0.19% 2.14%
MID-CAP VALUE VMVIX Vanguard Mid Cap Index 96% 3 60 0 0.19% 2.14%
MID-CAP VALUE VMVIX Vanguard Mid Cap Index 96% 3 60 0 0.19% 2.14%
MID-CAP VALUE VMVIX Vanguard Mid Cap Index 96% 3 60 0 0.19% 2.14%
MID-CAP VALUE VMVIX Vanguard Mid Cap Index 96% 3 60 0 0.19% 2.14%
MID-CAP VALUE VMVIX Vanguard Mid Cap Index 96% 3 60 0 0.19% 2.14%
MID-CAP VALUE VMVIX Vanguard Mid Cap Index 96% 3 60 0 0.19% 2.14%
MID-CAP VALUE VMVIX Vanguard Mid Cap Index 96% 3 60 0 0.19% 2.14%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.09%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.09%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.09%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.09%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.09%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.09%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.09%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.09%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.09%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 1.38%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 1.38%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 1.38%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 1.38%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 1.38%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 1.38%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 1.38%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 1.38%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 1.38%
Small Growth TCMSX TCM Small Cap Growth Fund 90% 3 60 0 1.3% 6.54%
Small Growth TCMSX TCM Small Cap Growth Fund 90% 3 60 0 1.3% 6.54%
Small Growth TCMSX TCM Small Cap Growth Fund 90% 3 60 0 1.3% 6.54%
Small Growth TCMSX TCM Small Cap Growth Fund 90% 3 60 0 1.3% 6.54%
Small Growth TCMSX TCM Small Cap Growth Fund 90% 3 60 0 1.3% 6.54%
Small Growth TCMSX TCM Small Cap Growth Fund 90% 3 60 0 1.3% 6.54%
Small Growth TCMSX TCM Small Cap Growth Fund 90% 3 60 0 1.3% 6.54%
Small Growth TCMSX TCM Small Cap Growth Fund 90% 3 60 0 1.3% 6.54%
Small Growth TCMSX TCM Small Cap Growth Fund 90% 3 60 0 1.3% 6.54%
SMALL BLEND PRSVX T. Rowe Price Small Cap Value 85% 3 60 0 1.17% 23.18%
SMALL BLEND PRSVX T. Rowe Price Small Cap Value 85% 3 60 0 1.17% 23.18%
SMALL BLEND PRSVX T. Rowe Price Small Cap Value 85% 3 60 0 1.17% 23.18%
SMALL BLEND PRSVX T. Rowe Price Small Cap Value 85% 3 60 0 1.17% 23.18%
SMALL BLEND PRSVX T. Rowe Price Small Cap Value 85% 3 60 0 1.17% 23.18%
SMALL BLEND PRSVX T. Rowe Price Small Cap Value 85% 3 60 0 1.17% 23.18%
SMALL BLEND PRSVX T. Rowe Price Small Cap Value 85% 3 60 0 1.17% 23.18%
SMALL BLEND PRSVX T. Rowe Price Small Cap Value 85% 3 60 0 1.17% 23.18%
SMALL BLEND PRSVX T. Rowe Price Small Cap Value 85% 3 60 0 1.17% 23.18%
LARGE BLEND VINIX Vanguard Institutional Index 77% 3 60 0 0.02% 3.02%
LARGE BLEND VINIX Vanguard Institutional Index 77% 3 60 0 0.02% 3.02%
LARGE BLEND VINIX Vanguard Institutional Index 77% 3 60 0 0.02% 3.02%
LARGE BLEND VINIX Vanguard Institutional Index 77% 3 60 0 0.02% 3.02%
LARGE BLEND VINIX Vanguard Institutional Index 77% 3 60 0 0.02% 3.02%
LARGE BLEND VINIX Vanguard Institutional Index 77% 3 60 0 0.02% 3.02%
LARGE BLEND VINIX Vanguard Institutional Index 77% 3 60 0 0.02% 3.02%
LARGE BLEND VINIX Vanguard Institutional Index 77% 3 60 0 0.02% 3.02%
LARGE BLEND VINIX Vanguard Institutional Index 77% 3 60 0 0.02% 3.02%
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity 0% 3 60 0 1.31% 24.41%
LARGE BLEND PRGIX PERA Growth & Income Fund (managed by PERA) 0% 3 60 0 0.64% 2.71%
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity 0% 3 60 0 1.31% 24.41%
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity 0% 3 60 0 1.31% 24.41%
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity 0% 3 60 0 1.31% 24.41%
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity 0% 3 60 0 1.31% 24.41%
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity 0% 3 60 0 1.31% 24.41%
LARGE BLEND PRGIX PERA Growth & Income Fund (managed by PERA) 0% 3 60 0 0.64% 2.71%
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity 0% 3 60 0 1.31% 24.41%
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity 0% 3 60 0 1.31% 24.41%
Mid-Cap Growth RIMMX Rainier Lg Cap Growth Equity 0% 3 60 0 1.31% 24.41%
FIXED INCOME
Short-Term Bond PTLDX PIMCO Low Duration Fund 90% 3 60 0 1.05% 4.2%
Intermediate-Term Bond PTRAX PIMCO Total Return Fund 66% 3 60 0 0.8% 4.37%
SHORT GOVERNMENT BUSAX Northern Inst Gov Select 0% 3 60 0 0.36% 2.58%
Average Expense Ratio: 0.62%
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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*
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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 to Create Model Portfolio

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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 127 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Colorado Public Employees Retirement association (PERA) offers Defined Contribution (DC) plan through ING. The following is the link.

This plan uses the same funds as Colorado Public Employees Retirement Association (PERA) 401K Plan. Please refer to that plan for model portfolios.



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