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MyPlanIQ 401k Investor THE FIND INC 401K PROFIT SHARING PLAN and TRUST

THE FIND INC 401K PROFIT SHARING PLAN and TRUST

Investment Menu Rating:

Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
Others
Moderate Allocation VSMGX Vanguard Lifestrategy Moderate Growth Inv
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Inv
Foreign Large Blend SWISX Schwab International Index
Foreign Large Blend RERGX American Funds Europacific Growth R6
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index Inv
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
Total Available Funds: 16
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
Others
Moderate Allocation VSMGX Vanguard Lifestrategy Moderate Growth Inv
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Inv
Foreign Large Blend SWISX Schwab International Index
Foreign Large Blend RERGX American Funds Europacific Growth R6
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index Inv
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv
LARGE BLEND VFINX Vanguard 500 Index Inv
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE RMFGX American Funds Mutual R6
LARGE BLEND RFNGX American Funds Fundamental Investors R6
FIXED INCOME
Intermediate-Term Bond VBIIX Vanguard Intermediate Bond Index Inv
WORLD BOND OIBYX Oppenheimer International Bond Y
High Yield Bond RITGX American Funds High Income Trust R6
Total Available Funds: 16
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y 89% 3 60 0 0.84% 35.96%
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6 41% 3 60 0 1.03% 6.68%
Others
Moderate Allocation VSMGX Vanguard Lifestrategy Moderate Growth Inv 83% 3 60 0 0.13% 5.55%
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Inv 100% 3 60 0 0.42% 12.71%
Foreign Large Blend SWISX Schwab International Index 87% 3 60 0 0.06% 3.85%
Foreign Large Blend RERGX American Funds Europacific Growth R6 32% 3 60 0 0.9% 14.04%
US EQUITY
Small Growth VISGX Vanguard Small Cap Growth Index Inv 100% 3 60 0 0.07% 0.46%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv 98% 3 60 0 0.19% 0.56%
MID-CAP BLEND VIMSX Vanguard Mid Cap Index Inv 98% 3 60 0 0.04% 1.46%
LARGE BLEND VFINX Vanguard 500 Index Inv 97% 3 60 0 0.14% 1.19%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.18%
LARGE VALUE RMFGX American Funds Mutual R6 22% 3 60 0 0.38% 8.14%
LARGE BLEND RFNGX American Funds Fundamental Investors R6 20% 3 60 0 0.28% 9.61%
FIXED INCOME
Intermediate-Term Bond VBIIX Vanguard Intermediate Bond Index Inv 100% 3 60 0 0.07% 4.13%
WORLD BOND OIBYX Oppenheimer International Bond Y 95% 3 60 0 0.71% 4.56%
High Yield Bond RITGX American Funds High Income Trust R6 3% 3 60 0 0.41% 6.85%
Average Expense Ratio: 0.39%
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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 0.8% 9.4% 3.2% 5.5% 6.1% 6.1%

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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 0.6% 10.0% 5.8% 8.0% 6.7% 7.3%

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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 16 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Fixed Income and Foreign Equity.


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