It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor COMMUNITY BANCORP AND DESIGNATED SUBSIDIARIES' RETIREMENT SAVINGS PLAN

COMMUNITY BANCORP AND DESIGNATED SUBSIDIARIES' RETIREMENT SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
COMMUNITY BANCORP & DESIGNATED SUBSIDIARIES RETIREMENT SAVINGS PLAN
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge Cox Balanced
Retirement Income TRRIX T. Rowe Price Retirement Equity Income
Moderate Allocation RLBFX American Balanced
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Euro Pacific Growth
US EQUITY
MID-CAP BLEND RPFIX Royce Premier Small Cap
LARGE BLEND VITPX Vanguard Total Stock Mkt Index
LARGE GROWTH CGFFX Growth Fund of Amer Inc. Mutual Fund
FIXED INCOME
Short-Term Bond VBISX Vanguard Short Term Bond Index
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund Common/collective trust
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge Cox Balanced
Retirement Income TRRIX T. Rowe Price Retirement Equity Income
Moderate Allocation RLBFX American Balanced
ROOT CASH Federated Government Obligations Fund Money Mkt
ROOT CASH Blackrock Federal Tr Fund Money Mkt
ROOT CASH American Money Mkt Fund Money Mkt
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Euro Pacific Growth
US EQUITY
MID-CAP BLEND RPFIX Royce Premier Small Cap
LARGE BLEND VITPX Vanguard Total Stock Mkt Index
LARGE GROWTH CGFFX Growth Fund of Amer Inc. Mutual Fund
FIXED INCOME
Short-Term Bond VBISX Vanguard Short Term Bond Index
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund Common/collective trust
Total Available Funds: 12
  • 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
Moderate Allocation DODBX Dodge Cox Balanced 92% 3 60 0 0.42% 1.67%
Retirement Income TRRIX T. Rowe Price Retirement Equity Income 91% 3 60 0 0.34% 5.2%
Moderate Allocation RLBFX American Balanced 78% 3 60 0 0.31% 9.01%
ROOT CASH Federated Government Obligations Fund Money Mkt 0% 1 60 0 NA 2.53%
ROOT CASH Blackrock Federal Tr Fund Money Mkt 0% 1 60 0 NA 2.53%
ROOT CASH American Money Mkt Fund Money Mkt 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Euro Pacific Growth 94% 3 60 0 0.84% 14.02%
US EQUITY
MID-CAP BLEND RPFIX Royce Premier Small Cap 96% 3 60 0 2.24% 11.86%
LARGE BLEND VITPX Vanguard Total Stock Mkt Index 82% 3 60 0 0.02% 2.85%
LARGE GROWTH CGFFX Growth Fund of Amer Inc. Mutual Fund 75% 3 60 0 0.63% 11.59%
FIXED INCOME
Short-Term Bond VBISX Vanguard Short Term Bond Index 100% 3 60 0 0.07% 3.87%
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund Common/collective trust 16% 3 60 0 NA 20.17%
Average Expense Ratio: 0.61%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 12 funds. It covers 3 major asset classes and 7 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.