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MyPlanIQ 401k Investor ASSURANT 401K PLAN B

ASSURANT 401K PLAN B

Investment Menu Rating:

Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Foreign Large Blend VGTSX Vanguard Total Intl Stock Ix Inv
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Inv
LARGE BLEND VQNPX Vanguard Growth and Income Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Inv
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Target Date 2051+ VFFVX Vanguard Target Retirement 2055
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
Money Market-Taxable VMMXX Vanguard Prime Money Market Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Foreign Large Blend VGTSX Vanguard Total Intl Stock Ix Inv
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Inv
LARGE BLEND VQNPX Vanguard Growth and Income Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
MID-CAP BLEND VEXMX Vanguard Extended Mkt Index Inv
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
US EQUITY AIZ Assurant Inc. Stock Fund
US EQUITY AIZ Assurant Inc. Div Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Inv
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Total Available Funds: 24
  • 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 2021-2025 VTTVX Vanguard Target Retirement 2025 97% 1 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 97% 1 60 0 0.08% 2.78%
Retirement Income VTINX Vanguard Target Retirement Income 97% 1 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 96% 1 60 0 0.08% 3.22%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 80% 1 60 0 0.08% 2.35%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund 75% 1 60 0 0.08% 2.36%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 1 60 0 0.08% 4.31%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund 69% 1 60 0 0.08% 3.05%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 1 60 0 0.08% 8.19%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0% 1 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 1 60 0 0.17% 7.48%
Money Market-Taxable VMMXX Vanguard Prime Money Market Fund 0% 1 60 0 NA 0.08%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 1 60 0 0.84% 14.02%
Foreign Large Blend VGTSX Vanguard Total Intl Stock Ix Inv 16% 1 60 0 0.08% 3.29%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Inv 99% 1 60 0 0.26% 11.96%
LARGE BLEND VQNPX Vanguard Growth and Income Fund Investor Shares 98% 1 60 0 0.22% 11.29%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 97% 1 60 0 0.14% 1.19%
MID-CAP BLEND VEXMX Vanguard Extended Mkt Index Inv 97% 1 60 0 0.06% 1.16%
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock 78% 1 60 0 1.17% 7.45%
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4 39% 1 60 0 0.3% 11.29%
US EQUITY AIZ Assurant Inc. Stock Fund 0% 1 60 0 NA 1.68%
US EQUITY AIZ Assurant Inc. Div Fund 0% 1 60 0 NA 1.68%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Inv 100% 1 60 0 0.15% 3.9%
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 1 60 0 0.83% 4.63%
Average Expense Ratio: 0.24%
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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 0.4% 10.0% 2.4% 6.4% 6.2% 7.1%

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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 45.8% 68.8% 16.5% 14.2% 8.2% 6.8%

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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 24 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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