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MyPlanIQ TURNER RETIREMENT INVESTMENT PLAN

TURNER RETIREMENT INVESTMENT PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
TURNER RETIREMENT INVESTMENT PLAN
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Retirement Income FFKAX Fidelity Aberdeen Street Trust: Fidelity Freedom K Income Fund
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon Funds: American Beacon International Equity Fund; Investor Class Shares
Foreign Large Blend ARTIX Artisan Partners Funds
WORLD STOCK RNPFX New Perspective Fund; Class R-5 Shares
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund
SMALL BLEND NAESX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Investor Shares
LARGE BLEND NYVTX Davis New York Venture Fund
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Retirement Income FFKAX Fidelity Aberdeen Street Trust: Fidelity Freedom K Income Fund
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon Funds: American Beacon International Equity Fund; Investor Class Shares
Foreign Large Blend ARTIX Artisan Partners Funds
WORLD STOCK RNPFX New Perspective Fund; Class R-5 Shares
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund
SMALL BLEND NAESX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Investor Shares
LARGE BLEND NYVTX Davis New York Venture Fund
SMALL BLEND ASCIX American Beacon Funds: American Beacon Small Cap Index Fund; Institutional Class Shares
SMALL VALUE AVPAX American Beacon Funds: American Beacon Small Cap Value Fund; Investor Class Shares
LARGE GROWTH FMAGX Fidelity Magellan Fund
LARGE BLEND DNVYX Davis New York Venture Fund
Mid-Cap Growth TMGFX Turner Funds: Turner Midcap Growth Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Total Available Funds: 13
  • 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
Retirement Income FFKAX Fidelity Aberdeen Street Trust: Fidelity Freedom K Income Fund 0% 3 60 0 0.39% 3.89%
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon Funds: American Beacon International Equity Fund; Investor Class Shares 98% 3 60 0 1.97% 12.66%
Foreign Large Blend ARTIX Artisan Partners Funds 92% 3 60 0 0.97% 20.5%
WORLD STOCK RNPFX New Perspective Fund; Class R-5 Shares 91% 3 60 0 1.47% 7.23%
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund 100% 3 60 0 1.23% 5.83%
SMALL BLEND NAESX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Investor Shares 99% 3 60 0 0.03% 1.39%
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 12.3%
SMALL BLEND ASCIX American Beacon Funds: American Beacon Small Cap Index Fund; Institutional Class Shares 83% 3 60 0 0.26% 8.43%
SMALL VALUE AVPAX American Beacon Funds: American Beacon Small Cap Value Fund; Investor Class Shares 79% 3 60 0 1.28% 11.48%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 6.8%
LARGE BLEND DNVYX Davis New York Venture Fund 69% 3 60 0 1.75% 12.03%
Mid-Cap Growth TMGFX Turner Funds: Turner Midcap Growth Fund; Investor Class Shares 0% 3 60 0 1.18% 0%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 4.37%
Average Expense Ratio: 1.05%
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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 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
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