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MyPlanIQ 401k Investor New American Mortgage 401(k) Plan

New American Mortgage 401(k) Plan Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
NEW AMERICAN MORTGAGE 401(K) PLAN
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2051+ RBMTX American Funds Trgt Date Ret 2055 R2
Target Date 2031-2035 RBFTX American Funds Trgt Date Ret 2035 R2
Target Date 2011-2015 RBJTX American Funds Trgt Date Ret 2015 R2
INTERNATIONAL EQUITY
WORLD STOCK RSLBX American Funds SMALLCAP World R2
Foreign Large Blend RERBX American Funds EuroPacific Gr R2
US EQUITY
LARGE GROWTH RNGBX American Funds New Economy R2
LARGE BLEND RFNBX American Funds Fundamental Invs R2
LARGE GROWTH RAFBX American Funds AMCAP R2
FIXED INCOME
WORLD BOND RCWBX American Funds Capital World Bond R2
High Yield Bond RITBX American Funds American Hi Inc Tr R2
Intermediate-Term Bond RBFBX American Funds Bond Fund of Amer R2
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2051+ RBMTX American Funds Trgt Date Ret 2055 R2
Target Date 2031-2035 RBFTX American Funds Trgt Date Ret 2035 R2
Target Date 2011-2015 RBJTX American Funds Trgt Date Ret 2015 R2
Target Date 2021-2025 RBDTX American Funds Trgt Date Ret 2025 R2
Target Date 2036-2040 RBKTX American Funds Trgt Date Ret 2040 R2
Target Date 2026-2030 RBETX American Funds Trgt Date Ret 2030 R2
Moderate Allocation RLBBX American Funds American Balanced R2
Target Date 2016-2020 RBCTX American Funds Trgt Date Ret 2020 R2
Target Date 2046-2050 RBITX American Funds Trgt Date Ret 2050 R2
Target Date 2041-2045 RBHTX American Funds Trgt Date Ret 2045 R2
Target Date 2000-2010 RBATX American Funds Trgt Date Ret 2010 R2
ROOT CASH American Funds Money Market R2
INTERNATIONAL EQUITY
WORLD STOCK RSLBX American Funds SMALLCAP World R2
Foreign Large Blend RERBX American Funds EuroPacific Gr R2
US EQUITY
LARGE GROWTH RNGBX American Funds New Economy R2
LARGE BLEND RFNBX American Funds Fundamental Invs R2
LARGE GROWTH RAFBX American Funds AMCAP R2
LARGE GROWTH RGABX American Funds Growth Fund of Amer R2
FIXED INCOME
WORLD BOND RCWBX American Funds Capital World Bond R2
High Yield Bond RITBX American Funds American Hi Inc Tr R2
Intermediate-Term Bond RBFBX American Funds Bond Fund of Amer R2
Total Available Funds: 21
  • 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 2051+ RBMTX American Funds Trgt Date Ret 2055 R2 54% 1 60 0 0.38% 5.76%
Target Date 2031-2035 RBFTX American Funds Trgt Date Ret 2035 R2 47% 1 60 0 0.35% 5.68%
Target Date 2011-2015 RBJTX American Funds Trgt Date Ret 2015 R2 46% 1 60 0 0.3% 6.9%
Target Date 2021-2025 RBDTX American Funds Trgt Date Ret 2025 R2 45% 1 60 0 0.32% 6.86%
Target Date 2036-2040 RBKTX American Funds Trgt Date Ret 2040 R2 38% 1 60 0 1.46% 5.77%
Target Date 2026-2030 RBETX American Funds Trgt Date Ret 2030 R2 37% 1 60 0 0.33% 5.94%
Moderate Allocation RLBBX American Funds American Balanced R2 36% 1 60 0 0.31% 8.02%
Target Date 2016-2020 RBCTX American Funds Trgt Date Ret 2020 R2 28% 1 60 0 0.3% 7.19%
Target Date 2046-2050 RBITX American Funds Trgt Date Ret 2050 R2 23% 1 60 0 0.73% 5.74%
Target Date 2041-2045 RBHTX American Funds Trgt Date Ret 2045 R2 22% 1 60 0 0.72% 5.74%
Target Date 2000-2010 RBATX American Funds Trgt Date Ret 2010 R2 18% 1 60 0 0.28% 6.22%
ROOT CASH American Funds Money Market R2 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK RSLBX American Funds SMALLCAP World R2 58% 1 60 0 0.66% 5.45%
Foreign Large Blend RERBX American Funds EuroPacific Gr R2 54% 1 60 0 0.9% 14.05%
US EQUITY
LARGE GROWTH RNGBX American Funds New Economy R2 54% 1 60 0 0.53% 13.41%
LARGE BLEND RFNBX American Funds Fundamental Invs R2 49% 1 60 0 0.28% 8.59%
LARGE GROWTH RAFBX American Funds AMCAP R2 36% 1 60 0 0.49% 11.22%
LARGE GROWTH RGABX American Funds Growth Fund of Amer R2 35% 1 60 0 0.3% 12.24%
FIXED INCOME
WORLD BOND RCWBX American Funds Capital World Bond R2 53% 1 60 0 0.99% 3.13%
High Yield Bond RITBX American Funds American Hi Inc Tr R2 38% 1 60 0 0.41% 5.72%
Intermediate-Term Bond RBFBX American Funds Bond Fund of Amer R2 37% 1 60 0 0.33% 3.42%
Average Expense Ratio: 0.52%
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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 1.7% 5.9% -0.4% 4.4% 4.8% 5.7%

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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 0.3% 7.5% -2.5% 2.0% 1.8% 3.9%

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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 21 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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