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MyPlanIQ 401k Investor Marquette Associates 401K

Marquette Associates 401K Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
MARQUETTE ASSOCIATES, INC. EMPLOYEES' SAVINGS & RETIREMENT PLAN
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Blend EXOSX Manning & Napier Overseas
Foreign Large Blend ARTIX Artisan International Inv
US EQUITY
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
Mid-Cap Growth BUFMX Buffalo Mid Cap
SMALL VALUE DFFVX DFA US Targeted Value I
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
World Allocation PAAIX PIMCO All Asset Instl
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv
Market Neutral JPMNX JPMorgan Research Market Neutral Instl
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Blend EXOSX Manning & Napier Overseas
Foreign Large Blend ARTIX Artisan International Inv
Foreign Small/Mid Value FINEX Templeton Foreign Smaller Companies A
US EQUITY
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
Mid-Cap Growth BUFMX Buffalo Mid Cap
SMALL VALUE DFFVX DFA US Targeted Value I
MID-CAP VALUE HAMVX Harbor Mid Cap Value Instl
Mid-Cap Growth NBGNX Neuberger Berman Genesis Inv
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Real Estate
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Instl
Bank Loan FFRHX Fidelity Floating Rate High Income
WORLD BOND PFUIX PIMCO Foreign Bond (Unhedged) I
High Yield Bond MWHIX Metropolitan West High Yield Bond I
SHORT GOVERNMENT STABLEVALUE INVESCO Stable Value Fund
Total Available Funds: 30
  • 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 DFEMX DFA Emerging Markets I 90% 1 60 0 0.61% 2.85%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 1 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 1 60 0 0.08% 2.78%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 1 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 1 60 0 0.08% 3.22%
World Allocation PAAIX PIMCO All Asset Instl 96% 1 60 0 1.84% 7.93%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Inv 75% 1 60 0 0.08% 2.36%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Inv 70% 1 60 0 0.08% 4.31%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Inv 69% 1 60 0 0.08% 3.05%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Inv 66% 1 60 0 0.08% 8.19%
Market Neutral JPMNX JPMorgan Research Market Neutral Instl 0% 1 60 0 3.21% 10.37%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 1 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Inv 0% 1 60 0 0.17% 7.48%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl 99% 1 60 0 1.02% 3.79%
Foreign Large Blend EXOSX Manning & Napier Overseas 96% 1 60 0 0.06% 1.17%
Foreign Large Blend ARTIX Artisan International Inv 92% 1 60 0 0.97% 20.5%
Foreign Small/Mid Value FINEX Templeton Foreign Smaller Companies A 0% 1 60 0 1.55% 2%
US EQUITY
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv 95% 1 60 0 0.31% 17.92%
Mid-Cap Growth BUFMX Buffalo Mid Cap 81% 1 60 0 0.88% 9.16%
SMALL VALUE DFFVX DFA US Targeted Value I 78% 1 60 0 0.29% 1.96%
MID-CAP VALUE HAMVX Harbor Mid Cap Value Instl 72% 1 60 0 0.85% 9.3%
Mid-Cap Growth NBGNX Neuberger Berman Genesis Inv 24% 1 60 0 0.84% 14.34%
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal 0% 1 60 0 0.06% 1.97%
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Real Estate 66% 1 60 0 1.09% 10.13%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 1 60 0 0.15% 3.9%
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Instl 96% 1 60 0 0.81% 3.88%
Bank Loan FFRHX Fidelity Floating Rate High Income 93% 1 60 0 1.03% 7.09%
WORLD BOND PFUIX PIMCO Foreign Bond (Unhedged) I 91% 1 60 0 0.61% 3.94%
High Yield Bond MWHIX Metropolitan West High Yield Bond I 73% 1 60 0 0.86% 6.7%
SHORT GOVERNMENT STABLEVALUE INVESCO Stable Value Fund 16% 1 60 0 NA 20.17%
Average Expense Ratio: 0.62%
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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 1.4% -5.4% 3.0% 2.3% 7.3% 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 -0.4% 2.3% -0.7% 6.9% 7.2% 7.2%

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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(Ticker:)
The plan consists of 30 funds. It covers 5 major asset classes and 27 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income, US Equity, Emerging Market Equity and REITs.

This plan is created upon a user's request.



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