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MyPlanIQ 401k Investor Colorado State University Tax-Deferred Plan VALIC

Colorado State University Tax-Deferred Plan VALIC

This Plan is unrated.
Investment Options
Total Available Funds: 59
Asset Class Ticker Description Rating
Others
World Allocation VGLSX VGLSX
Moderate Allocation VWELX VWELX
Conservative Allocation VSCGX VSCGX
INTERNATIONAL EQUITY
Foreign Large Growth VCINX VCINX
WORLD STOCK VCSOX VCSOX
WORLD STOCK VCGEX VXGEX
REAL ESTATE
REAL ESTATE VGREX VGREX
US EQUITY
MID-CAP BLEND ARGFX ARGFX
LARGE VALUE VWNFX VWNFX
LARGE GROWTH VCNIX VCNIX
Total Available Funds: 59
Asset Class Ticker Description Rating
Others
World Allocation VGLSX VGLSX
Moderate Allocation VWELX VWELX
Conservative Allocation VSCGX VSCGX
Moderate Allocation VCAAX VCAAX
Moderate Allocation VSMGX VSMGX
Health VCHSX VCHSX
Technology VCSTX VCSTX
ROOT CASH VIIXX (Money Market II)
ROOT CASH VCIXX (Money Market)
Conservative Allocation VCGLX VCGLX
Moderate Allocation VMGLX VMGLX
Target Date 2016-2020 HWKAX HWKAX
INTERNATIONAL EQUITY
Foreign Large Growth VCINX VCINX
WORLD STOCK VCSOX VCSOX
WORLD STOCK VCGEX VXGEX
Foreign Large Blend VCIEX VCIEX
Foreign Large Value VCFVX VCFVX
FOREIGN SMALL/MID GROWTH VISEX VISEX
REAL ESTATE
REAL ESTATE VGREX VGREX
US EQUITY
MID-CAP BLEND ARGFX ARGFX
LARGE VALUE VWNFX VWNFX
LARGE GROWTH VCNIX VCNIX
LARGE BLEND VASGX VASGX
LARGE BLEND VCGAX VCGAX
LARGE VALUE VBCVX VBCVX
LARGE GROWTH VLCGX VLCGX
LARGE GROWTH VCBCX VCBCX
MID-CAP BLEND VMIDX VMIDX
SMALL BLEND VCSLX VCSLX
LARGE GROWTH VCULX VCULX
Mid-Cap Growth VMSGX VMSGX
SMALL VALUE VSSVX VSSVX
LARGE VALUE VCIGX VCIGX
LARGE BLEND VSTIX VSTIX
MID-CAP BLEND CAAPX CAAPX
LARGE VALUE VAVAX VAVAX
LARGE VALUE VACVX VACVX
LARGE BLEND VCSRX VCSRX
LARGE BLEND VCCEX VCCEX
LARGE GROWTH VCCAX VCCAX
LARGE GROWTH VAGLX VAGLX
LARGE GROWTH LHGFX LHGFX
LARGE GROWTH VLCCX VLCCX
MID-CAP VALUE VMCVX VMCVX
Mid-Cap Growth VAMGX VAMGX
SMALL VALUE VCSVX VCSVX
SMALL BLEND VCSMX VCSMX
Small Growth VASMX VASMX
Small Growth VSSGX VSSGX
Small Growth VSAGX VSAGX
FIXED INCOME
LONG GOVERNMENT VUSTX VUSTX
WORLD BOND VCIFX VCIFX
Long-Term Bond VWESX VWESX
Inflation-Protected Bond VCTPX VCTPX
Intermediate Government VCGSX VCGSX
Intermediate-Term Bond VCCBX VCCBX
Intermediate-Term Bond VCCCX VCCCX
Multisector Bond VCSBX VCSBX
High Yield Bond VCHYX VCHYX
Total Available Funds: 59
  • 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
World Allocation VGLSX VGLSX 90% 3 60 0 0.78% 3.6%
Moderate Allocation VWELX VWELX 89% 3 60 0 0.17% 11.73%
Conservative Allocation VSCGX VSCGX 89% 3 60 0 0.12% 5.71%
Moderate Allocation VCAAX VCAAX 84% 3 60 0 0.63% 8.54%
Moderate Allocation VSMGX VSMGX 83% 3 60 0 0.13% 5.55%
Health VCHSX VCHSX 61% 3 60 0 1.05% 8.13%
Technology VCSTX VCSTX 57% 3 60 0 0.91% 8.39%
ROOT CASH VIIXX (Money Market II) 0% 1 60 0 NA 2.53%
ROOT CASH VCIXX (Money Market) 0% 1 60 0 NA 2.53%
Conservative Allocation VCGLX VCGLX 0% 3 60 0 0.92% 3.85%
Moderate Allocation VMGLX VMGLX 0% 3 60 0 0.92% 12.49%
Target Date 2016-2020 HWKAX HWKAX 0% 3 60 0 1.65% 0%
INTERNATIONAL EQUITY
Foreign Large Growth VCINX VCINX 85% 3 60 0 0.85% 2.63%
WORLD STOCK VCSOX VCSOX 81% 3 60 0 0.61% 6.56%
WORLD STOCK VCGEX VXGEX 77% 3 60 0 0.93% 2.6%
Foreign Large Blend VCIEX VCIEX 75% 3 60 0 0.42% 7.25%
Foreign Large Value VCFVX VCFVX 74% 3 60 0 0.79% 9.67%
FOREIGN SMALL/MID GROWTH VISEX VISEX 0% 3 60 0 1.02% 7.43%
REAL ESTATE
REAL ESTATE VGREX VGREX 63% 3 60 0 0.86% 3.19%
US EQUITY
MID-CAP BLEND ARGFX ARGFX 100% 3 60 0 0.68% 12.89%
LARGE VALUE VWNFX VWNFX 99% 3 60 0 0.26% 11.96%
LARGE GROWTH VCNIX VCNIX 92% 3 60 0 0.45% 10.89%
LARGE BLEND VASGX VASGX 89% 3 60 0 0.14% 4.48%
LARGE BLEND VCGAX VCGAX 85% 3 60 0 0.63% 7.27%
LARGE VALUE VBCVX VBCVX 83% 3 60 0 0.48% 9.56%
LARGE GROWTH VLCGX VLCGX 81% 3 60 0 0.74% 10.44%
LARGE GROWTH VCBCX VCBCX 79% 3 60 0 0.76% 15.06%
MID-CAP BLEND VMIDX VMIDX 78% 3 60 0 0.34% 13.9%
SMALL BLEND VCSLX VCSLX 77% 3 60 0 0.36% 6.95%
LARGE GROWTH VCULX VCULX 77% 3 60 0 0.61% 11.99%
Mid-Cap Growth VMSGX VMSGX 76% 3 60 0 0.75% 8%
SMALL VALUE VSSVX VSSVX 75% 3 60 0 0.87% 9.72%
LARGE VALUE VCIGX VCIGX 74% 3 60 0 0.68% 11.46%
LARGE BLEND VSTIX VSTIX 71% 3 60 0 0.29% 13.23%
MID-CAP BLEND CAAPX CAAPX 47% 3 60 0 1.1% 13.73%
LARGE VALUE VAVAX VAVAX 0% 3 60 0 0.85% 0%
LARGE VALUE VACVX VACVX 0% 3 60 0 0.89% 0%
LARGE BLEND VCSRX VCSRX 0% 3 60 0 0.56% 3.91%
LARGE BLEND VCCEX VCCEX 0% 3 60 0 0.75% 8.5%
LARGE GROWTH VCCAX VCCAX 0% 3 60 0 0.85% 2.21%
LARGE GROWTH VAGLX VAGLX 0% 3 60 0 0.92% 5.02%
LARGE GROWTH LHGFX LHGFX 0% 3 60 0 1.27% 50.17%
LARGE GROWTH VLCCX VLCCX 0% 3 60 0 0.78% 4.23%
MID-CAP VALUE VMCVX VMCVX 0% 3 60 0 1.05% 1.1%
Mid-Cap Growth VAMGX VAMGX 0% 3 60 0 1.09% 0%
SMALL VALUE VCSVX VCSVX 0% 3 60 0 0.95% 0.69%
SMALL BLEND VCSMX VCSMX 0% 3 60 0 0.93% 45.32%
Small Growth VASMX VASMX 0% 3 60 0 1.16% 10.02%
Small Growth VSSGX VSSGX 0% 3 60 0 0.96% 8.18%
Small Growth VSAGX VSAGX 0% 3 60 0 0.99% 31.84%
FIXED INCOME
LONG GOVERNMENT VUSTX VUSTX 96% 3 60 0 0.1% 4.46%
WORLD BOND VCIFX VCIFX 90% 3 60 0 0.69% 1.86%
Long-Term Bond VWESX VWESX 83% 3 60 0 0.22% 5.18%
Inflation-Protected Bond VCTPX VCTPX 77% 3 60 0 0.52% 2.65%
Intermediate Government VCGSX VCGSX 70% 3 60 0 0.67% 2.2%
Intermediate-Term Bond VCCBX VCCBX 0% 3 60 0 0.77% 5%
Intermediate-Term Bond VCCCX VCCCX 0% 3 60 0 0.64% 5.73%
Multisector Bond VCSBX VCSBX 0% 3 60 0 0.87% 6.15%
High Yield Bond VCHYX VCHYX 0% 3 60 0 0.96% 3.89%
Average Expense Ratio: 0.73%
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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 to Create Model Portfolio

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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 7.0% 3.6% 13.0% 8.0% 7.4% 7.7%

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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 59 funds. It covers 4 major asset classes and 29 minor asset classes. The major asset classes it covers are Foreign Equity, REITs, US Equity and Fixed Income.

Colorado State University offers tax-deferred 403B plan  through VALIC. The following is the link.



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