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MyPlanIQ 401k Investor ARM 401K PLAN

ARM 401K PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
ARM, INC. 401(K) SAVINGS PLAN
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GTDYX Invesco Developing Markets R5
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX Oppenheimer International Growth Y
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth I
SMALL BLEND SCETX RidgeWorth Small Cap Value Equity I
LARGE GROWTH TWGIX American Century Growth Instl
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GTDYX Invesco Developing Markets R5
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055
Retirement Income TRRIX T. Rowe Price Retirement Income
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX Oppenheimer International Growth Y
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth I
SMALL BLEND SCETX RidgeWorth Small Cap Value Equity I
LARGE GROWTH TWGIX American Century Growth Instl
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
Mid-Cap Growth CLSPX Columbia Mid Cap Growth Z
LARGE BLEND JUSRX JPMorgan US Equity R5
LARGE VALUE DDFRX Invesco Diversified Dividend R5
SMALL BLEND VSISX Vanguard Small Cap Index Signal
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal
LARGE BLEND VIFSX Vanguard 500 Index Signal
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate I
FIXED INCOME
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond
Multisector Bond STRYX Pioneer Strategic Income Y
Intermediate-Term Bond VIBSX Vanguard Interm-Term Bond Index Sig
Total Available Funds: 25
  • 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 GTDYX Invesco Developing Markets R5 73% 3 60 0 1.15% 20.87%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 100% 3 60 0 0.6% 4.71%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 3 60 0 0.78% 6.23%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 97% 3 60 0 0.84% 4.92%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 96% 3 60 0 1.05% 6.16%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 96% 3 60 0 1.12% 4.11%
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055 93% 3 60 0 1.14% 4.39%
Retirement Income TRRIX T. Rowe Price Retirement Income 91% 3 60 0 0.34% 5.2%
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050 77% 3 60 0 0.63% 4.34%
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX Oppenheimer International Growth Y 92% 3 60 0 1.1% 32.91%
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 3 60 0 0.9% 14.04%
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth I 97% 3 60 0 1.27% 0%
SMALL BLEND SCETX RidgeWorth Small Cap Value Equity I 90% 3 60 0 1.46% 1.2%
LARGE GROWTH TWGIX American Century Growth Instl 89% 3 60 0 0% 16.61%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 86% 3 60 0 1.14% 18.64%
Mid-Cap Growth CLSPX Columbia Mid Cap Growth Z 85% 3 60 0 0.88% 12.13%
LARGE BLEND JUSRX JPMorgan US Equity R5 62% 3 60 0 0.54% 6.36%
LARGE VALUE DDFRX Invesco Diversified Dividend R5 56% 3 60 0 0.73% 12.3%
SMALL BLEND VSISX Vanguard Small Cap Index Signal 0% 3 60 0 0.16% 1.34%
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal 0% 3 60 0 0.14% 1.15%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.09%
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate I 0% 3 60 0 1.01% 21.25%
FIXED INCOME
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond 90% 3 60 0 0.52% 4.49%
Multisector Bond STRYX Pioneer Strategic Income Y 77% 3 60 0 0.59% 5.33%
Intermediate-Term Bond VIBSX Vanguard Interm-Term Bond Index Sig 0% 3 60 0 0.11% 3.65%
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 for Portfolio Details or Follow 2.0% 4.7% 2.7% 4.8% 6.0% 4.4%

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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 1.0% 8.1% 3.9% 6.8% 5.0% 6.2%

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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 25 funds. It covers 5 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, REITs, Fixed Income and Foreign Equity.


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